Must-read before the holiday: holding stocks or holding coins for the holiday?Seven securities firms are bullish on these sectors

Must-read before the holiday: holding stocks or holding coins for the holiday?Seven securities firms are bullish on these sectors
For stocks, please read Jin Qilin analyst research report, authoritative, professional, timely, and comprehensive, to help you tap potential potential opportunities!  Original title: Reading before the Spring Festival: Shareholding or currency holding holiday?Seven securities firms are optimistic about these sectors!  The last trading week (January 20 to January 23) before the 上海夜网论坛 Lunar New Year 2020 is coming.  According to statistics from brokerage firms, A shares have had a very obvious “Spring Festival market” effect since 2001, that is, the five-day trading day before the Spring Festival, the A-share growth probability is 84%; the five trading days after the Spring Festival, the growth probability is 79%.  Judging from the news, the 2020 SFC system working meeting, the State Council’s Financial Stability Development Committee Office held a symposium, and the second round of drug volume procurement officially began to negotiate, all sending positive signals to the market.  The merger securities firm believes that the lifting of the ban of nearly 300 billion US dollars of restricted shares has limited impact on the market, and the Spring Festival market will continue, and it is recommended that the shares be held for the holidays.In terms of 厦门夜网 configuration, finance, medicine, and technology are still the recommended priorities. Machinery, chemicals, and nonferrous metals also have opportunities to make up.  These factors affect the market before the Spring Festival from January 16 to 17, and the 2020 SFC System Working Conference was held in Beijing.The meeting proposed that taking the opportunity to implement the new securities law as an opportunity to strengthen the construction of basic systems and promote the comprehensive and deepening of reforms to gradually land.Steady progress was made in the reform of the registration system with information disclosure at its core.The GEM reform was smoothly launched and the registration system was piloted.Continue to promote the increase of the proportion of equity funds, and multi-party expansion of medium and long-term funding sources.  Initial website news on the 17th, the initial discussion of the State Council Financial Stability Development Committee Office.Experts believe that downward pressure on the economy will still exist in 2020, but positive factors are also increasing, and economic operations are advancing marginally.  On January 17, the second round of drug procurement with high market interest officially began negotiations.From the perspective of price reduction, the price reduction of clindamycin was the largest, with a maximum reduction of 97.33%.With the advancement of the second round of procurement, the differentiation of the pharmaceutical sector has intensified.Some people believe that the pharmaceutical industry is in a large transition period, and the industry is becoming more differentiated, which will present a pattern of the stronger.  Data show that next week (January 20 to January 23) is the last trading time before the Spring Festival. A-shares will gradually lift the ban (Jin Qilin analyst). 78 stocks will be lifted from 2980 trillion restricted stocks.Weekly 36.5 billion market cap lifted by 716%.Among them, the first three to lift the market capitalization are: SF Holdings 1004.5.8 billion, China Galaxy 594.300 million, Minmetals Capital 321.03 billion.  Brokers: It is recommended to hold a large amount of shares to lift the ban during the holidays. What should be done in the last four trading days before the holiday?Is it a holiday to hold money or stocks?  Huatai Securities’ strategy Zhang Xinyuan (Jin Qilin analyst) team believes that the large-scale lifting of the ban in January 2020 may cause disturbances to A shares, but the probability of a significant impact is small.China Merchants Securities Strategy Zhang Xia (Jin Qilin analyst) team also believes that lifting the ban has had too much impact on the market liquidity stacking.  The Industrial Securities Strategy Wang Delun (Jin Qilin analyst) team believes that the external environment has gradually improved this week, and economic fundamentals have stabilized. Actively, investors are currently the only choice.The board configuration proposal is “going on two ends”. One is the “core assets” leader in low and medium valuations, such as finance, real estate, and cycles. The other end is 5G generalization in “big innovation”, new energy vehicle chains, and advanced manufacturing.Emerging growth direction.  Liao Zongkui’s team of Yuekai Securities Strategy believes that there has been a very obvious “Spring Festival” effect on A shares since 2001, that is, the 5 years before the Spring Festival, the probability of A shares growth is 84%; the 5 days after the Spring Festival, the growth probability is 79%.Holding shares for the Spring Festival is a statistically dominant strategy.As far as the current situation is concerned, it is likely that A-shares will further attack before and after the Spring Festival. It is recommended that science and technology be given priority in configuration and annual report performance.  The team of Qin Peijing of CITIC Securities believes that the market has entered a period of performance matching after the rapid rise is estimated. Considering the rhythm of capital inflows and incremental capital investment, as well as the “cost” of matching performance with valuation, the best time to allocate value before the holidaypoint.It is recommended to focus on the banking, insurance, food and beverage, home appliances, pharmaceutical and medical services sectors.  Chen Guo’s team from Anxin Securities believes that market risk appetite may gradually cool down, but the overall economy is still stable, the financial environment is generally loose, and the spring market will continue.The focus of the market will return to the fundamentals again. It is expected that the growth sector will still show a positive upward trend in the first quarter. At the low inventory level, there will also be structural upswing opportunities in the sectors that benefit from the improvement of fundamental margins. For example, some machinery, chemicals, nonferrous metalsWait.  Haitong Securities’ strategy Yu Yugen (Jin Qilin analyst) team believes that the spring market will continue and is expected to eventually evolve into a bull market.Focusing on the whole year of 2020, the technology and securities companies with better profit growth will be better off, and undervalued varieties will be taken into account in the spring market stage.  Huatai Securities’ strategy Zhang Xinyuan’s team suggested to continue to pay attention to industrial opportunities in the building materials / automobile / home appliances / construction industry, focusing on the selection of individual stocks of electric new / mechanical (industrial control, industrial robots, etc.), and the layout of the three quarters after the structural reduction of decompression. “New Year “(upper and middle reaches of electric vehicles, electronics, cloud computing).