Sino-Singapore Jingwei, December 29th, Wednesday afternoon, the broader market remained weak and volatile, the Shanghai stock index fell by nearly 1% and fell below 3,600 points.

The new crown detection sector continued to strengthen, the liquor sector continued to decline, and the heavyweights of the Chinese medicine sector plummeted.

In general, individual stocks fell more and rose less, with more than 2500 stocks falling.

  As of the close, the Shanghai Composite Index closed down 0.91% to 3,57.00 points.

The Shenzhen Component Index fell 1.24% to 14,653.82 points.

The ChiNext Index fell 1.40% to 3,281.90 points.

  On the disk, liquor stocks pulled back sharply, Kweichow Moutai fell more than 4%, and Wuliangye fell 5%.

Pien Tze Huang stopped at high and heavy volume, and the Chinese medicine sector was under pressure.

  The new crown detection sector was strong throughout the day, McAudi rose more than 10%, Jiu’an Medical’s daily limit of 4 days and 3 boards, Jimin Medical, Xilong Science’s daily limit, Yangpu Medical, Runda Medical, Tianrui Instruments, Yahuilong, etc. 5%.

  Liquor stocks fell. Yingjia Gongjiu, Gujing Gongjiu, Jiuguijiu, Kouzijiao, Luzhou Laojiao and Yilite fell more than 5%, while Kweichow Moutai fell more than 4%.

Heavyweights in the Chinese medicine sector fell sharply, Pien Tze Huang fell to the limit, China Resources Sanjiu and Tongrentang fell more than 5%.

  In terms of individual stocks, the daily limit shares are as follows: Snowman shares (10.03%), Sanyangma (10.00%), Chunhui Intelligent Control (20.00%), Qiming Information (10.02%), Jiu'an Medical (10.00%).

The lower limit shares are as follows: Yanhua Intelligent (-9.96%), Pien Tze Huang (-10.00%), Shanghai Electric Power (-10.01%), Xinsai shares (-10.01%), Huarong Holdings (-9.97%).

  The top five stocks with turnover rate are: Sanyangma, Youningwei, Chunhui Zhikong, Smith Barney, and Hendy Pharmaceuticals, which are 78.179%, 64.332%, 58.212%, 56.182%, and 51.838%, respectively.

  On the 29th, the trading volume of Shanghai and Shenzhen stocks was 997.3 billion, which was a decrease of 5.4 billion from the previous trading day, and the trading volume fell below one trillion again.

  It should be mentioned that despite the recent downturn in liquor stocks, many brokerages are still optimistic about the liquor sector.

CITIC Securities pointed out that in 2022 and the peak season of the Spring Festival, sales are in a reasonable range; although Moutai's price increase is not expected to materialize in the current Spring Festival stocking, the overall trend has been relatively clear, and the sector still has room for upside.

Guosen Securities believes that, looking forward to next year, consumption upgrades and demand recovery will become the main theme of the industry, and high-end and sub-high-end liquor leading companies will still be the most beneficial products.

  According to the analysis of the research report of Haitong Securities, as the Spring Festival approaches, market style adjustments are frequent, hot information continues to be weak, and it is more difficult to make money.

It is recommended to watch more and less move, but you can still consider the two main directions of bargaining.

First, with the steady growth policy underpinning, market liquidity remains abundant, and we can focus on the securities sector with low valuations and good performance.

The second is that wind power, as one of the important components of clean energy, has a broader investment space. In the medium and long term, you can pay attention to the wind energy sector after the correction.

  According to the Bohai Securities Research Report, on the whole, the current performance vacuum period and the pessimistic expectations on the performance side are expected to be revised upwards under the protection of policies. The capital risk appetite is expected to remain at a relatively high level. At the same time, the liquidity is stable and the policy tone is "stable." "Investors can actively participate.

However, in the subsequent spring turmoil, it is necessary to pay attention to the grasp of the rhythm and be alert to the risk of volatility brought about by the phased redemption of funds.

(Zhongxin Jingwei APP)

(The opinions in the article are for reference only and do not constitute investment advice. Investment is risky, and you need to be cautious when entering the market.)

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