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2024-12-14 00:37:24

Ice and snow economy concept stocks have been active recently and strengthened again yesterday. At the close, Jingxue Energy Saving had a daily limit of 20%, Dalian Shengya, Yingpaisi and Iceberg had daily limit, and Changbai Mountain and Sanfu Outdoor rose by over 5%.Looking forward to the market outlook, Guohai Securities said that the upside of the index has been opened, and Hong Kong stocks, as the leading indicator, may be more flexible with the blessing of the Fed's interest rate cut. Stylistically, the market is dominated by stages at the end of the year, and the SSE 50 is at a low level relative to the small-cap style. The recent value style is expected to remain strong driven by "insurance capital allocation+policy expectation".On December 12th, the A-share market fluctuated all day, and the GEM index was relatively strong. At the close, the Shanghai Composite Index reported 3461.50 points, up 0.85%; Shenzhen Component Index reported 10,957.13 points, up 1.00%; Growth enterprise market index reported 2292.15 points, up 1.35%. The turnover of the Shanghai and Shenzhen stock markets on that day was 1,866.9 billion yuan, 90.5 billion yuan more than the previous trading day.


On the disk, the big consumer sector led the rise all day, with retail, ice and snow tourism, food and beverage, household items and other directions rising sharply; Real estate stocks performed in intraday trading, with Tiandiyuan and Hualian shares trading daily; The pharmaceutical biological sector was active at the beginning of the session, with Haixin shares, First Medicine and Panlong Pharmaceutical trading daily.Citic Securities said that near the Spring Festival, the superposition policy is expected to heat up, and consumption is expected to usher in a new round of rebound and repair. CITIC Securities suggested that the consumption allocation should be progressive from both offensive and defensive to flexible varieties. In terms of both offensive and defensive, we can pay attention to consumer internet, dairy products with low valuation and high return, and mass catering that are expected to be the first to stabilize; In the aspect of flexibility, the catering supply chain, alcohol, human resources services, hotels and so on with obvious pro-cyclical characteristics are considered.The big financial sector rose in intraday trading.


A shares fluctuated higher, and the large consumer sector collectively strengthened.The big consumption sector has become the strongest main line of the market.

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