Radar information: Cinda Securities estimates that stock fund positions continue to rise. From the weighted average of stock market value, the average positions of partial stock active funds and ordinary stock funds are above 80%. From the perspective of industry configuration, it has mainly increased industries such as national defense and military industry, basic chemical industry, machinery, electronics, agriculture, forestry, animal husbandry and fishery.
Citic Securities believes that considering the economic operation, policy priorities, profit differentiation, capital structure and other factors, in 2022, whether in the policy environment of steady growth in the first half of the year or in the policy environment of normalization in the second half of the year, high-quality blue chips are worthy of key allocation and are the main investment line throughout the year.