Introduction to the disk.
On Monday, the A-share market surged, the ChiNext Index rose by more than 4%, and Shanghai broke through 3,500 points. In terms of industries, aerospace, agriculture, animal husbandry and fishery, ships, winemaking, precious metals, non-ferrous metals, automobiles, ports and water transport, steel, electricity, etc. rose in the lead, while banks and insurance fell, and real estate, jewelry, and decorations were slightly recalled. In terms of theme stocks, chicken concept, solid-state battery, pork concept, liquor, Tesla, genetically modified, marine economy, offshore equipment, large aircraft, aquaculture, universe concept, etc. rose in the lead, surpassed fungus, leased the same rights, etc. Minor recall. The high vibration of the large plate, it is recommended to seize the opportunity of the wheel, do not easily chase high.
In terms of sectors.
Tesla concept enhancement: Xiangfenghua and Zhongwei stocks rose by more than 10%, and the rise of Forming Technology, Nord shares, Shiyun Circuit, Lingyun shares, Yahua Group, Xusheng shares, Xinquan shares and Tuopu Group stopped.
News side.
The most stringent delisting system in the history of a-shares has been implemented.
Under the full implementation of the registration system, a-shares ushered in the strictest delisting system in history. On December 31, 2020, the Shanghai and Shenzhen Stock Exchange respectively issued new delisting rules, and the rules will be implemented from the date of publication. It is worth noting that the relevant clauses of financial fraud that were controversial in the market in the original manuscripts for comments have been revised in the new delisting rules that have been implemented.
The first 5 open recruitment MOMs were approved.
On December 31, 2020, the city’s first public recruitment of 5 MOMs was officially recognized. According to industry insiders, MOM products are mature wealth management products developed abroad, with the characteristics of multiple management, multiple assets, and multiple styles. The initial public offering of MOM's approval opened the curtain of the era of domestic asset allocation.
Central Bank: The financial transfer of profits to entities is 1.5 trillion yuan.
The People's Bank of China announced on December 31, 2020 that the bank has now completed the deferred repayment of loans of more than 6 trillion yuan, issued a total of more than 3 trillion yuan inclusive microcredit loans, supported more than 30 million business entities, and achieved 1.5 trillion yuan. The financial system transfers targets to the real economy.
Now that the Chinese New Year market enters the second half, the macro economy is the biggest support for the stock market, and liquidity and market sentiment restrict the market. After the perfect ending in 2020, a-shares have high inertia and expand their upside potential. On Monday, A-shares were popular, and the aerospace, shipbuilding, Tesla concept, agriculture, animal husbandry, fishery, wine making, non-ferrous metals and other sectors rose sharply. The ChiNext Index was close to the integer mark of 3100 points, and the Shanghai Composite Index exceeded 3,500 points. The amount exceeded trillion yuan. The current market risk is not high. Investors suggest to seize the opportunity of sector rotation, focusing on new energy and lithium battery materials in the mid-line, short-term underestimation of blue chip stocks (banks, insurance, securities companies), substantial increase in performance forecasts, and opportunities for declines and rebounds.