Long-term Coexistence

Event of the Week

On the evening of January 26, the Shanghai Stock Exchange and China Securities Index Co., Ltd. decided to adjust the samples of indices such as SSE 50, SSE 180, SSE 380, and STAR 50, which will take effect after the close of trading on December 10, 2021. Many STAR Market companies entered the relevant indices for the first time. After this sample adjustment, the number of new economy and advanced manufacturing samples increased, and the representation of relevant indices on the national economy and industry representation will be strengthened.

Thought of the Week

Recently, the new COVID-19 variant Omicron was discovered. At the beginning of the epidemic in 2020, I boldly said that compared with the SARS prevention and control in 2013, this epidemic would be completely lifted in 3 months. Now 2 years have passed, and the epidemic still exists. It is really not that humans are not working hard, but that the new crown is too cunning. Humans can only choose to coexist with it. Whether it is the strict epidemic prevention and control in East Asian countries, the herd immunity in the UK, or the laissez-faire in the United States (the number of COVID-19 deaths in the United States has reached 790,000, which is more than the sum of deaths in the United States in the two world wars and the Vietnam War). Mankind has invariably chosen to coexist with the virus for a long time.

Market of the Week

Period: 2021-11-21———2021-11-28

Review of this week: This week, the main board fluctuated, and the GEM rose significantly. The top three wind industry gains were power generation equipment, steel, and environmental protection; the top three declines were airports, coal, and education. The top three wind concept gains were lithium battery anodes, rare earths, and digital currency; the top three declines were optical modules, semiconductor packaging and testing, and ports.

Market (%)	Index	This Week
SSE Composite Index	3564.09	0.1
SZSE Component Index	14777.17	0.17
GEM Index	3468.87	1.46
STAR 50	1459.93	1.05
Hang Seng Index	24080.52	-3.87
HSCEI	1055.96	-1.41
Hang Seng HK Chinese	3812.69	-1.04
Dow Jones	34899.34	-2.71
Nasdaq	15491.66	-3.14
S&P 500	4594.62	-2.34

Market (CNY, Billion)	This Week	Previous Week	2 Weeks Ago	3 Weeks Ago
Shanghai Stock Connect	-29.69
Shenzhen Stock Connect	86.79
Hong Kong Stock Connect	2.93

Position

Code	Name	Dynamic
F001475	E Fund National Defense and Military Industry	Increase
F110005	E Fund Active Growth Hybrid	Increase
F003834	China Asset Energy Innovation	Increase
F002083	Xinhua Xin Power Flexible Allocation Hybrid A	Increase
F519704	BOCOM Advanced Manufacturing Hybrid	Increase
F519918	China Asset Xinghe Hybrid	Increase
F011612	China Asset STAR 50 ETF Feeder A	Increase
LKCO	Luokung Technology	Flat