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important hint
The content of this article is an editorial collection, which aims to let readers understand the views of all parties in the market, does not constitute investment advice, and does not represent this position. Today's broad market ?????? heavyweights strengthen the Shanghai stock index slightly closed up
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market Overview:
Today, the Shanghai stock index rushed to high shocks. In the intraday, under the leadership of heavyweight stocks, it rose nearly 1%, and fell slightly in the afternoon. Finally, it closed up 0.54% and ended the day trading, closing at 3232.88 points. The Shenzhen Stock Exchange, the small and medium board index, and the GEM index were collectively closed down. Among them, the Shenzhen Component Index fell 0.21%, the small and medium board index fell 0.66%, and the GEM index fell 0.70%. (Source: Eastern Fortune 300059, stock bar network)
Important news inflationary pressures are looming, monetary policy may tighten
1. The CSRC announced on Friday that it will revise the IPO suspension conditions and the regulatory questions and answers that the corporate sponsors are punished. The no-fault enterprises that have been suspended due to the sponsor's involvement will no longer suspend the review, but will review them. At the same time, the replacement of the sponsor institution is allowed, and the replacement of the sponsor institution does not require re-queuing.
2. In the evening, the China Insurance Regulatory Commission said in its official: Recently, Evergrande Life Insurance Co., Ltd., when conducting the entrusted stock investment business, the asset allocation plan is not clear and the fund operation is not standardized. According to the "Interim Measures for the Management of Entrusted Investment in Insurance Funds" and other relevant regulations, I will decide to suspend the equity investment business of Evergrande Life Insurance Co., Ltd. and order the company to carry out rectification.
3. The Central Political Bureau of China will deploy the main tasks of economic work in 2017, and will promote reforms in major areas such as state-owned enterprises, finance, taxation and finance; it will actively attract foreign investment and further expand its openness.
4. The Central Political Bureau meeting stated that the economic operation remained at a reasonable range; financial risks appeared in some areas, and the contradiction between overcapacity and demand structure upgrading was still prominent.
5. The State-owned Assets Supervision and Administration Commission (SASAC) clarified the three major ideas for the reorganization of central enterprises at the media briefing: aiming at cultivating world-class enterprises to promote restructuring, assisting industrial development, transformation, upgrading, promotion and reorganization, and exerting synergies to enhance efficiency and promote restructuring. Zhang Xiwu, deputy director of the State-owned Assets Supervision and Administration Commission, said that the number of central enterprises will continue to decrease next year, specifically speaking, it will be reduced to double digits.
6. The CPI and PPI data released by the National Bureau of Statistics of China today exceeded expectations. In particular, the PPI re-entered the “3.0 era†and continued to release the signal of economic stabilization and recovery. Inflationary pressures are looming and monetary policy will tighten.
7. According to the data of the State-owned Assets Supervision and Administration Commission, the cumulative revenue of central enterprises increased by 1.2% in the first ten months of this year, which reversed the decline for 18 consecutive months. The accumulated profit increased by 0.5% year-on-year, and the goal of restorative growth of benefits was initially achieved. The State-owned Assets Supervision and Administration Commission set up four guiding funds including the National Association of China, Guotong, Guochuang and Guoxin, which were jointly established by Aerospace Science and Technology 000901, China Merchants Group, China Guoxin and China Development Bank, and the total size of the fund. It has reached 430 billion yuan and the first phase has a scale of more than 150 billion yuan.
Seeing more potential to do more kinetic energy has not yet fully receded
China Net: Potentially long kinetic energy has not fully receded
The analysis believes that today's foreign trade data release, China's November import and export data both exceeded expectations, which further satisfies the domestic economy L-shaped turning point has passed, the stock market is obviously good. However, from the perspective of the big pattern, there has not been a big increase in the stock market recently. On the one hand, investors have been affected by strong financial supervision, and the willingness to catch up with short-term funds is not strong. On the other hand, the current domestic asset shortage is still serious. Under the comparison of large-scale assets, A-shares still have certain investment value, and the potential for long-term kinetic energy has not yet fully receded.
Huaxun Securities: Maintain 5-7% position
In operation, it is recommended to maintain a 5-7 position. We once again stressed that we must follow the market hotspots, catch the hot spots and earn a lot of money, and we will be tortured by the market again and again.
Jufeng Investment: The GEM will counterattack next week or the Jedi
Looking forward to next week, the Fed has a higher probability of raising interest rates, and the market is still under pressure, but it is digested a lot. It is expected that the index will be repeated. However, for the GEM that has been falling continuously, it has already reached the moment when it is extremely high. Bottom, next week or the Jedi counterattack.
CSI Investment: Controlling the rhythm is good for the interpretation of medium and long-term market
Analysts pointed out that A shares have gone too far before, and are still in the rhythm of retreating into the second. The weekend's speech on insurance funds will reduce the short-term heat of the market and match the short-term adjustment. But this wave of drive logic is a cycle of profit improvement, an endogenous drive in the context of restocking and reinflation, and it will go quite stable. Therefore, the market is still not finished, only a small retreat for a while, the control of the rhythm is good for the interpretation of the medium and long-term market.
Looking at the market still presents structural market characteristics
Galaxy Securities: The market still presents structural market characteristics
The current economy is generally stable and continues to focus on structural opportunities. The market still presents structural market characteristics and continues to focus on topics such as supply-side reform, state-owned enterprise mergers and acquisitions, and PPP.
Founder Securities: high position and weak consolidation
It is expected that the market outlook will continue to be high and weak, and further structural differentiation will be made in the consolidation. Operationally, avoid chasing high, T+0, dip into the consumer, brokerage, non-ferrous and bottom-shaped better stocks, avoiding the previous strong stocks.
Kyushu Securities: still dominated by a narrow range
At present, the market pattern is still dominated by a narrow range of fluctuations, and some hot spots are highly active. Investors are advised to pay attention to position control, avoid the varieties with excessive increase in the previous period, patiently explore the defensive sector, and lay down the stocks with low valuation and good performance in medicines and beverages.
Huafu Securities: stock market shock consolidation
The stock market is oscillating, the market lacks overall hot spots, and funds are on the sidelines. The continued tightening of the regulatory level and the next week will enter the US window of interest rate hikes, the market sentiment will continue to be cautious, and the two cities may not fully stabilize in the short term. It is expected that the trend of narrow fluctuations will continue. In operation, investors are advised to strictly control the positions and pay attention to avoiding the varieties with excessive increase in the previous period.
Bearish to appropriate lightening
Beijing stock traders: based on appropriate lightening
Therefore, in the process of market shrinkage rebound, heavyweights are still mainly based on appropriate lightening, and do not chase up.
Guangzhou Bandung: Financial supervision has a greater impact on short-term sentiment
Recently, financial supervision has shown signs of overall tightening. From the beginning of the week to the madness of the cold money, and then to the off-market fund-raising, mergers and acquisitions and stricter, the regulatory level to further regulate the market, the fight against chaos is clear . It cannot be denied that strong financial supervision is bound to be a long-term positive for the market, but the short-term impact on the hot money of hot money is greater.
Individual stocks recommended shareholder households exposed main force trend 15 stocks concentrated
Source: Securities Times
Through the screening of the Securities Times, 234 companies announced the number of shareholders at the end of November through the exchange interactive platform. The number of stockholders in 136 stocks declined to a different extent than in mid-November, accounting for nearly 60% of the total, of which 15 fell by more than 10%.
136 chips are concentrated in 24 Shenwan-level industries, with the most mechanical equipment, including 18; 12 in the automotive industry, followed by real estate, non-ferrous metals, agriculture, forestry, animal husbandry, fishery, electronics, computers, etc. More than 8 stocks were shortlisted.
The decline in the number of shareholders shows that the GEM Kezheng 300340, the stock bar is the most concentrated, the number of shareholders at the end of November was 14,582, a sharp drop of 23% compared with 18,840 in mid-November. Despite the sharp concentration of chips, the company's share price underperformed the broader market, with a 3% increase since November and a 6% decline since December. In the second half of the year, the company repeatedly disclosed the risk warning announcement that the stock may be suspended. If the company's 2016 annual audit report is finally determined to be a loss, the Shenzhen Stock Exchange may suspend the company's stock listing. At the same time, the company's implementation of asset restructuring, with the injection of the underlying assets, will help to foster new performance growth points for listed companies and improve profitability.
This week, the stock price rose against the market, Century Huatong 002602, stocks, the number of shareholders at the end of November was 15,185, down 19% from mid-November. In fact, the company's latest shareholder households have fallen by as much as 35% compared with the 23,533 households announced in the third quarterly report, and nearly four statistical periods have continued to decline. Along with the concentration of chips, the stock has gained nearly 50% since November. Even in the early fall of December, Century Huatong still rose 15% against the market.
At the end of the year, the annual results of listed companies are attracting attention. Statistics show that 1,172 companies in the two cities disclosed the annual performance forecast. The types of advance notices showed that there were 551 pre-increased and 114 pre-profits. There were 151 and 108 pre-decrease and pre-loss respectively, and the total number of newspapers was over half.
Of the 136 stockholders in the decline, 38 announced the 2016 pre-announcement. According to the median pre-increment, nearly 60% of the expected growth was over 30%.
For example, Yifan Pharmaceutical, whose shareholder number has dropped by 10%, has a latest P/E ratio of 25 times, which is far lower than the 41-fold average of the pharmaceutical and bio-industry. Benefiting from the price increase of APIs, the company's full-year net profit is expected to increase by 80% to 100%. At the beginning of this month, under the weak adjustment of the broader market, Yifan Pharmaceuticals rose 4% against the market.
Last year's new stock, Zhongxing Fungus Industry Co., Ltd., 002,772, the number of shareholders at the end of November was 37,861, a decrease of nearly 5% compared with the number of shareholders in mid-November. According to the third quarterly report, the company's third-quarter net profit increased by 78% year-on-year, and the full-year net profit is expected to increase by 25% to 70%.
Relatively speaking, there are 8 and 5 pre-decrease and pre-loss stocks respectively, and stocks with concentrated chips but poor performance need to be vigilant.
The current view of the famous family should pay attention to the risks and benefits
Author: Sun Zhong; Source: State-investment
The boring and tormenting market will continue for a while, if there is no news, it will be a big move. Because the volume of the two cities is still more than 400 billion, the willingness to trade is very low. Also, because the market hotspots are scattered, no prominent concept after the fire-fighting placard concept is extinguished can hold up the banner of the market. Also because the technical indicators are not in place, such as the KDJ dead fork on the weekly index, the bulls are hard to force.
However, in this bleak and quiet moment, investors should be "a long-term look." We have been emphasizing the recovery of our real economy and new evidence has emerged. According to the latest data, in November, China’s total import and export value was 2.35 trillion yuan, an increase of 8.9%. Among them, exports were 1.32 trillion yuan, up 5.9%; imports were 1.03 trillion yuan, up 13%. The improvement of the real economy is the improvement of the fundamentals of A shares, and the significance is extraordinary.
Adjustment is a good opportunity for layout. This is our point of view. But the specific layout of what stocks, investors still can not choose. On the one hand, coal, steel, etc. have risen so high that they dare not chase. On the other hand, small and medium-sized enterprises have not seen the ups and downs.
To be clear, we always believe that the opportunities for small and medium-sized enterprises are not big. Sub-new shares generally do not play for the stockholders, and the risks of other small and medium-sized stocks have not been fully released. In particular, the GEM index fell below the lower line of the Bollinger Band of the Japanese line today, pouring a cold water on the point of hope for compensatory growth.
As for steel and coal, chasing up is indeed scary. Therefore, we recommend agricultural concept stocks to investors in the past, that is, they have a higher margin of safety and good prospects, which are both risk and benefit. This type of stock also has the performance of household appliances, such as white horses and military concepts. Among them, the concept of military industry has already been shown recently. In general, the price is still low. In terms of policy, President Xi has made an important speech. Many of the companies have a strong expectation of restructuring and injection, which deserves serious attention.
The article is made up of the editor of this number. Please indicate the source.
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