Original title: The effect of making money is obvious, and the stock market in the Year of the Rat ended perfectly!The Shanghai and Shenzhen stock indexes hit a 5-year high, and the HSI broke through the 30,000 mark
Summary
[The effect of making money is obvious, the stock market in the Year of the Rat ended perfectly! Shanghai and Shenzhen stock indexes hit a new high in 5 years]Funds continued to group core assets, and Maotai’s share price rose 5.89% with a market capitalization of 3 trillion yuan, dominating A shares. Amec continues to strengthen, and leading stocks in industries such as SF Holdings and China’s CDF also hit record highs. Hong Kong stock Tencent Holdings rose to a maximum of 770 Hong Kong dollars, a record high since its listing. (Shanghai Securities News)
Unexpectedly hot market, have you received the “year-end red envelopes” of big A shares?
On the last trading day before the Spring Festival, A shares continued to rise!Shanghai IndexIncreased by more than 1%, reaching a maximum of 3,662.77 points, a record high in 5 years;Shenzhen Component IndexIt rose more than 2% and rose to 16,000 points during the session, the first time since June 2015.Growth Enterprise Market IndexDriven by the surge in the medical and pharmaceutical sectors, the performance was even stronger, with an intraday increase of more than 2.5%.
Hong Kong stocks are also booming,Hang Seng IndexIt broke the 30,000-point mark again during the session, and the Hang Seng Technology Index performed strongly.
Funds continue to group core assets, 3 trillion yuanMarket valueMaotai shares rose 5.89%, dominating A shares.AmicContinue to strengthen,SF Holdings、China FreeLeading stocks in other industries also hit a record high.Hong Kong stocksTencent HoldingsThe highest rose to 770 Hong Kong dollars, a record high since the listing.
The Shanghai Index and the Shenzhen Component Index both hit new highs
On the last trading day before the holiday, 2,522 stocks in the two cities rose, and the effect of making money was obvious.
As of the close, the Shanghai Composite Index closed at 3655.09 points, up 1.43%, and the Shenzhen Component Index closed at 15,962.25 points, up 2.12%.Start a businessThe board index closed at 3413.81 points, up 2.39%.
The liquor sector performed well,Shanxi FenjiuDaily limit,Kweichow MoutaiIt closed at 2600 yuan, up nearly 6%.Luzhou Laojiao、Shuijingfang、WuliangyeAnd so on soaring.
forKweichow Moutai，CITIC Securitiess newestresearch reportthink,the companyAfter the market value stands at 3 trillion yuan, there is still broad long-term space. The company raised its one-year target price to 3,000 yuan and maintained the “buy” rating.
Non-ferrous metals, Construction machinery, chemical and other procyclical sectors continued to be strong.Western Mining、Shenghe Resources、Xiamen Tungsten IndustryOnly the daily limit of color stocks.
With a market value of more than 500 billion yuanSF HoldingsStrong daily limit.Kerry LogisticsIt rose by more than 6%.
In the evening of February 9,SF HoldingsOfficially announced that it will acquire in cashKerry Logistics51.8% of the shares.SF Express stated that this move is to further enhance the ability of integrated integrated logistics solutions and improve freightproxyAnd international businessstrategylayout.
marketThe overall growth trend is generally seen, and agriculture, forestry, animal husbandry, fishery, home appliances, medical care, medicine, and automobiles also performed well. Only a few sectors such as securities and coal in the two cities fell slightly.
Tencent and Kuaishou hit new highs
The last two trading daysSouthbound tradingThe market was closed, and the channel for mainland investors to buy Hong Kong stocks through Southbound Connect was temporarily closed. However, Hong Kong stocks continue to rise today. On the morning of February 10th, the Hang Seng Index broke the 30,000-point mark again in intraday trading.
After the Hong Kong stock market opened today, Kuaishou opened high and went high, rising by more than 12% to HK$395, a new high since its listing, with a market value of over HK$1.6 trillion.
Tencent HoldingsThe intraday increase was also close to 4%, breaking through the previous high of HK$767.5, setting a new high since listing.
Cansino Bio-B(06185.HK) midway in the afternoonSuspension. Before the suspension, the stock price was 410 yuan, up 14.5%,Deal2.99 million shares.
For the Hong Kong stock investment market in 2021,Penghua FundInternational Business DepartmentGeneral managerYou Bainian recently issued a market opinion saying that since the beginning of 2021, mainland funds have moved south to rush to raise core assets, and the long-dormant Hong Kong stock market has ushered in spring.Behind the upturn in the Hong Kong stock market, there are fundamentals, underlying quality, valuation andCash flowSupported by multiple factors such as investment. With the blessing of funds from various sources, we are more confident in the future of the Hong Kong stock market.
Institutions are optimistic about the post-holiday market
Guotai JunanI believe that the post-holiday market can continue to be optimistic. January financial data exceeded expectations, the fourth quartercurrencyThe policy implementation report corrects market overshoot expectations.Although future policies mayImagineHowever, considering the high uncertainty of the epidemic and the spillover effect of overseas easing, the pace of withdrawal of domestic easing will still be slow.
In addition, from the historical statistics of the past ten years, the probability of the Shanghai stock index rising in 5 trading days, 10 trading days, and 20 trading days after the Spring Festival is over 80%. Combining the current market fundamentals, funding and other factors, the index will continue to rebound after the Spring Festival.
Due to the specific arrangementGuotai JunanIt is recommended to continue to focus on the industry leader White Horse.Incremental funds for this round of marketfundWaiting for institutional investors to dominate, after the Spring Festival, the fund is expected to usher in a hot fundraising period again. The industry leader is Hengqiang, and the trend of core asset grouping may continue. In addition, under the guidance of a series of policies such as the new delisting regulations, the trend of A-share Hong Kong stocks has become more and more obvious. Market opportunities are tilted towards a few core leaders, and it is recommended to continue to focus on the leader Baima.
Changjiang SecuritiesSaid that the premium for high-value leading companies comes from “earnings premium” + “relative valuation premium” + “absolute valuation premium”.But this yearmanufacturingUnder the background of the gradual consolidation of profits and the limited downward space of the superimposed discount rate, these three premiums will converge. The rebalancing of style will become a high probability event, and actively seek the invisible champion of the mid-market market value.
(Source: Shanghai Securities News)
(Editor in charge: DF537)
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