Early today, heavy stocks fell sharply. Banking sector led the two markets down, with Xiamen bank down more than 9%, Zijin bank and Xian bank falling more than 5%. Brokerage plate also fell back, Guojin securities, Guolian securities and other fell first.
On the other hand, theme stocks are active. In the early trading, the concept of industrial marijuana went up sharply, and Tonghua Jinma trading limit was followed by Longjin pharmaceutical and Xinbang pharmaceutical. In addition, the concept of blind box also rose, Jinyun laser, Gaole shares, Chuangyuan shares rose.
Among them, in the industrial hemp plate, Tonghua Jinma successfully harvested two even boards. Behind the resurgence of industrial hemp theme concept speculation, hot money is boosting the flames.
On December 3, Tonghua Golden Horse dragon tiger list showed that Huaxin Securities Shanghai Branch, a well-known hot money seat, bought a seat at a high price, with a net purchase of 14.5744 million yuan. The seat also participated in the Bank of Zhengzhou, founder electric machinery and other stocks speculation.
On the news, the United Nations Commission on narcotic drugs voted to remove cannabis and its related substances from Schedule IV of the Single Convention on narcotic drugs of 1961, which means that the control level of cannabis and cannabis related substances will be reduced.
Market hype enthusiasm does not decrease, the long silent agricultural planting plate also continued to rise. Mogao shares trading, Honghui fruits and vegetables, snow banyan biology and other up.
Western Securities said that the rise in grain prices superimposed on policy catalysis, focusing on the sustainable recovery of the planting industry. Looking forward to 2021, it is expected that the performance of the planting sector is expected to accelerate the recovery, and the performance of the dynamic protection and feed in the later cycle is expected to grow rapidly under the background of inventory recovery.
Short term sharp correction of wine plate also ushered in a warm. Beer plate, Chongqing beer limit, Huiquan beer, Lanzhou Yellow River and other up. In the yellow rice wine plate, Jinfeng liquor industry rose more than 3%. Liquor plate, Jiugui Liquor, Laobaigan liquor and other increases in the front.
How does a share go in December in history?
At present, the market has entered the last trading month of 2020. How does the stock index go in December in history? Which sectors performed better in December? According to wind data, in the past decade, the Shanghai Composite Index has risen four times, the Shenzhen composite index has risen six times, the small and medium-sized board and the growth enterprise market have risen three times. Overall, the main board in the past time, the probability of rising in December is larger.
As for the industry sector, according to wind data statistics, in the industry with the highest growth rate in December of the past 20 years, telecom services have the largest number of times. The second was the medical industry, four times. In addition, the consumer, real estate and financial sectors led the major industries to rise twice in December.
As for the cross year market of a shares, Qin Peijing, chief strategic analyst of CITIC Securities, believes that a shares are in a slow growth period driven by continuous improvement of fundamentals. In the future, new overseas easing measures are expected to boost global risk appetite. The domestic economy will continue to be stable and sound, and the policy will remain stable. It is expected that the behavior of institutional warehouse adjustment at the end of the year will promote the pro cyclical plate market to continue to the first quarter of next year, while the relative profit growth advantage of the new economy sector is expected to be reflected in the second half of 2021. According to Chen Guo, chief strategic analyst of Anxin securities, the overall market is still in an upward trend of shock. Under the deepening recovery, stable liquidity expectation and vaccine expectation, A-share is expected to usher in a cross-year market. At this stage, it is suggested that the market adjustment should be regarded as an opportunity to be grasped around the main line of Pro cyclical. Guotai Junan pointed out that in 2021, the economic momentum will be enhanced and the spring restless expectation will be superimposed, and the markets economic growth expectation will be further revised, which will make the index possible to break through 3500 points, but it will still return to the pattern of 3100-3500 points in the first half of 2021. In the second half of 2021, the recovery of profit exceeding expectations and the rise of risk preference under the expectation of the 14th five year plan reform will be the reasons for the situation to break. Editor: Zhu Shaoyong source: China Securities Network Author: Sun Yue editor in charge: Zhong Qiming_ NF5619
According to Chen Guo, chief strategic analyst of Anxin securities, the overall market is still in an upward trend of shock. Under the deepening recovery, stable liquidity expectation and vaccine expectation, A-share is expected to usher in a cross-year market. At this stage, it is suggested that the market adjustment should be regarded as an opportunity to be grasped around the main line of Pro cyclical.