A-share’s good start to the new year shows two characteristics, four major investment opportunities behind the trillion dollar transaction

Summary

[El buen comienzo del año nuevo de A-share destaca dos características, cuatro grandes oportunidades de inversión detrás de un billón de transacciones]A good start! On Monday, the first trading day of 2021, the A-share market remained high and the three major stock indices collectively strengthened. The Shanghai Composite Index closed 0.86% higher and successfully rose above the 3,500 point mark, setting a new high since January 2018; The Shenzhen Component Index rose sharply, increasing 2.47%, and the ChiNext index surpassed the 3,000 point mark, increasing 3.77%, once again set a 5 1/2 year high . The two cities’ total transaction value exceeded one trillion yuan, reaching 11.64.38 billion yuan. The enthusiasm for investments in the market soared and the money-generating effect was prominent, showing the “spring.” (Daily values)

Off to a good start! Monday, first trading day of 2021, A sharesmarketThe three major stock indices collectively strengthened.The Shanghai Composite IndexIt closed 0.86% higher and successfully hit the 3,500 point integer mark, setting a new high since January 2018;Shenzhen Component IndexIt rose sharply, with an increase of 2.47%,Market Business Growth IndexIt broke the 3,000 point mark, soared 3.77% and set a new 5 1/2 year high. Two cities totalAgreementThe amount exceeded one trillion yuan, reaching 11.64.38 billion yuan. The marketinvestmentEnthusiasm is high, and the effect of making money is prominent, showing the “spring”.

From an industries perspective, most of the 28 industries in Shenwan Grade I are popular. Among them, the electrical equipment sector performed strongly, with an increase of 7.37%, closely followed by agriculture, the forestry, livestock, fishing, national defense and the military industry.Nonferrous metalsIn the other three sectors, growth rates exceeded 6%, 6.86%, 6.01% and 5.43%, respectively;real estate、BankThe declines for the two sectors were in the top 1%.

“MondayMilitary sectorThe consumer values ​​represented by wine and wine, and the new energy sector with photovoltaics and new energy vehicles at its core continue to exert force, becoming the central engine of change in the Shanghai and Shenzhen markets. “Jinbailin ConsultingAnalystQin hongzaito acceptThe “Securities Daily” reporter said in an interview: “Every year at the end of the year, there will often be a wave of bounces in the A-share market. The main reason is that at this time, market participants have relatively loose funds and begin to plan their design. It brings two important characteristics of the board to the A actions, one isVolumeactive. The second is the emergence of clear lines of investment. Especially after 2015, the financial strength and voice of institutions have increased considerably and they like to organize groups.Add warehouseOne or two investment lines. “

Yuekai Securities has calculated the probability and rate of increase in the first week of New Years Day and January for Shenwan’s Tier 1 Industries from 2015 to 2019.Middle numberIt found that a week after New Year’s Day, the increasing probability and average increase for industries such as general, electrical equipment, steel, machinery, electronics, and media were relatively high; During January, the increasing probability of transportation, military, household appliances and other industries was relatively high. high.

For investment opportunities in 2021, Qianhai Open SourcebackgroundChief economist Yang Delong told the “Securities Daily” reporter that at present, the A-share market is expected to continue its rally, kicking off the spring offensive, and that there are still plenty of structural opportunities. I suggest everyone should catchPerformanceOpportunities to get good stocks or buy high-quality funds to share the return on investment in the A-share market. Today, the profit effect will remain concentrated in the consumption of white horse stocks, new energy and high-tech stocks . The consumption of the three swordsmen “liquor, medicine,food and drink“He’s still the center of everyone’s attention.

at the same time,CICCThe analysis believes that the market performance at the beginning of the year can be affected by multiple factors, such as the “beginning of the year effect”, fundamentals and valuation, and is relatively volatile. It is recommended to focus on investment opportunities in four areas in the near future: First, new energy vehicles and new energyindustryThe chain will perform well in 2020 and the share price may fluctuate early this year. We will continue to focus on high-prosperity areas in the middle and upper reaches of the bargain hunt; second, in the field of technology and industrial autonomy, we will focus on the bottom-up and bargain-hunting opportunities for tech hardware; , Consumption may continue to recover on a low basis in 2021, and remains the focus of ascending stock selection, including home appliances, cars and spare parts, household appliances, hotels, other optional consumptions,food and drink, Pharmaceutical products, etc .; Fourth, in cyclical industries, concerns about the degree of follow-up prosperity may continueto get better, Some metals whose valuation is not highRaw Materials,rawIndustrial chainWait.

It is worth noting that for the market fluctuations, some experts have recalled that from a technical point of view, the three main indices collectively of the three consecutive positive, the sharp increase in the slope of the chart will lead to the trend of rising waves, and the trading volume has reached one trillion yuan. The groundbreaking trend is expected to evolve into a new round of spring market rallies, but market sentiment is severely overheating in the short term, and concentrated intervention by funds can easily lead to more volatility, so we need to be attentive.Get up and fallrisk.

In terms of financing, on Monday, despiteNonferrous metalsFunds for agriculture, forestry, livestock and fishingNet inflowBoth exceeded 3 billion yuan, but the net outflow of funds across the A-share market reached 11.115 billion yuan. At the same time, the high profileCapital to the northThere was also a small net outflow of 542 million yuan, which deserves the attention of investors.

(Source: Securities Daily)

(Responsible editor: DF520)