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Today's news: on the first trading day of 2021, a shares ushered in & ldquo; Get off to a good start;
The three major indexes opened higher and walked higher
The Shanghai index stood at 3500 points for the first time since January 2018, and the gem index soared by 3
77%
The Shenzhen Component Index and the gem index continued to reach a five-year high, and the transaction volume of the two cities also exceeded one trillion yuan
Capital group industry leader
Spring Market clues highlight
As of the closing on January 4, the Shanghai Composite Index rose 0
86% to close at 3502
96; The Shenzhen Composite Index rose 2
47% to close at 14827
47; The gem index rose 3
77% to close at 3078
11
Several sectors rose significantly
According to tonghuashun data, aquaculture, agricultural products processing and national defense industry led the increase, rising by 6
19%, 5
81% and 4
97% respectively
Beverage manufacturing, nonferrous smelting and processing and new materials also rose by more than 3%; Banks, real estate development and park development led the decline, down 1
93%, 1
02% and 0
48% respectively
In terms of individual stocks, tonghuashun data showed that a total of 2814 stocks rose on that day, accounting for about 68%, of which 136 stocks rose by the daily limit
It is worth noting that the funds further clung to the industry leaders, and the shares of Ningde times, Longji shares, golden dragon fish, BYD and other industry leaders hit a new high
As of the closing on January 4, Ningde Times rose 15
09% and its market value exceeded 900 billion yuan; Golden Arowana rose 14
60%, with a total market value of 673 billion yuan, surpassing the Haitian flavor industry
However, while the index rose sharply and the frequency of leading stocks reached a new high, 1167 stocks in the two cities still fell, and the market differentiation trend was prominent
15 stocks such as St King Kong and Beijing Culture fell by the limit, and Aier ophthalmology fell nearly 9%
A number of institutions said they were optimistic about the spring market of a shares
Jufeng investment adviser believes that the cross year market at the end of last year and the restless market in spring have been opened
The agency pointed out that with the accelerated economic recovery, the support of the market for the good has been strengthened
From the end of last year to now, the market liquidity is relatively abundant, which provides space for the in-depth development of the market
With the return of market enthusiasm, risk appetite continues to rise
With the improvement of profit-making effect, the market's willingness to do more is consistent
It is generally considered that the data of local securities market is empty in the first month, and the data of local securities market is empty in the second month; The 14th five year plan; Planning and local & ldquo; Two sessions & rdquo; After the meeting, the policy is expected to be implemented intensively, and the market liquidity and risk appetite are significantly better than those in the early stage
In addition, a shares are expected to usher in a new wave of incremental funds& ldquo; From the short-term perspective, the market may recover periodically under the catalysis of short-term abundant liquidity and the expectation of capital inflows into the stock market& rdquo; Liang Hui, founder and general manager of Xiangju capital, pointed out to the reporter of Economic Information Daily that driven by the policy, the proportion of pension funds and insurance funds invested in equity assets is expected to be further improved
The new QFII regulations came into effect on November 2 last year, and the inflow of foreign capital into a shares will be more efficient& ldquo; By the end of the second year, the fund issuance index of the foundation is still very active, and the fund issuance index is still very active& rdquo;
Annual report performance forecast of many companies
Performance driven new growth
Industry insiders pointed out that in the long run, China's sustained economic recovery and the good performance of listed companies are the important factors supporting market performance
Recently, a number of listed companies have issued performance forecasts, and most of them are expected to be happy
Among them, China Guangdong nuclear technology, aishide and Yiling pharmaceutical are expected to double the annual net profit, and the performance of Guizhou Maotai, Jinli permanent magnet and Xiangxue pharmaceutical has been steadily improved
In the morning of January 4, CGNPC announced that the net profit attributable to shareholders of Listed Companies in 2020 is expected to increase by 133
73% to 192
16% over the same period last year
Yiling pharmaceutical expects the net profit attributable to the shareholders of the listed company to be 1
15 billion yuan to 1
27 billion yuan in 2020, an increase of 90% to 110% year-on-year
Xiangxue pharmaceutical said that in 2020, the profit was 95
9687 million yuan to 120 million yuan, with a year-on-year increase of 20% to 50%
On the first trading day of 2021, the announcement on production and operation in 2020 issued by Guizhou Maotai, whose share price hit the threshold of 2000 yuan, shows that the total operating revenue in 2020 is expected to be about 97
7 billion yuan, a year-on-year increase of about 10%; The net profit was about 45
5 billion yuan, a year-on-year increase of about 10%
According to the statistics of the reporter of the economic information daily, of the 861 listed companies that have issued performance forecasts, 157 have increased in advance, 172 have increased slightly, and 75 have turned losses
In terms of industry, of the 119 computer, communication and other electronic equipment manufacturing industries, 99 are expected to make profits, and 31 are expected to increase by more than 50%; Among the 90 special equipment manufacturing industries that issued the notice, 74 are expected to make profits, and 13 are expected to increase by more than 50%; In the manufacturing industry of chemical raw materials and chemical products, 88 companies issued advance notices, of which 68 are expected to make profits and 23 are expected to increase by more than 50%; More than 70% of Companies in software and information technology services, pharmaceutical manufacturing, automobile manufacturing and other industries are also expected to make profits
At present, major institutions generally believe that a shares will switch from valuation driven to performance driven in 2021, and high-profile industries and excellent companies with rapid profit growth will become the focus of attention in the new year
Lu Bin, manager of HSBC Jinxin low carbon pioneer fund, pointed out that the structural bull market characteristics of a few high-quality leading companies in the past few years are very obvious
At present, they are still optimistic about growth stock opportunities in new energy, manufacturing, national defense and military industry and chemical industry
The China Europe Fund stressed that after entering 2021, the market's performance growth expectations of high deterministic growth sectors such as new energy and military industry will also partially digest their high valuation, so we should pay more attention to cost-effective growth stocks
“ Only the long-term basically oriented to good stocks can ensure that the stock price will probably rise again in the future& rdquo; Wang Yinglin, quantitative investment department of Morgan Stanley Huaxin Fund, pointed out that the negative factors of some stocks were amplified in the process of short-term decline
At this time, the stock price was dominated by irrational investors
Investors need to wait patiently for the market long and short forces to balance again