Today is the first trading day of the year of the tiger in the lunar calendar. In the morning, A-Shares opened higher and higher, and blue chips took the lead. The Shanghai Stock Exchange 50 rose by more than 2%, and the Shanghai Stock Exchange Index also rose by more than 2%. The transactions between the two cities were significantly enlarged compared with those before the festival.
On the disk, the Winter Olympics concept, oil, infrastructure, steel and other sectors led the rise and fall, while covid-19 drug concept, hotel catering, pork, tourism and other sectors slightly adjusted. The net inflow of funds going north was 6.964 billion yuan.
hot Winter Olympic concept
Bing dwen dwen, Beijing Olympic Games is undoubtedly the most attention during the Spring Festival. With the opening of the Winter Olympics, over 1 million netizens rush into the official Tmall flagship store, and many of the surrounding products of the Winter Olympic mascot ice pier are almost "empty seconds". Bing dwen dwen, Zhao Weidong, spokesman for Beijing Winter Olympic Organizing Committee, said that "increasing coordination of relevant aspects and increasing the supply of ice pier".
Shuey Rhon Rhon Bing dwen dwen Bing dwen dwen, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , the product of the Winter Olympic Games, including the ice pun Pier (snow Rong Rong) plush toys, modeling, hand, ornament, crystal ball, and ice box pier blind box, badge (mascot motion modeling series, countdown series, folk custom Series), precious metals (opening ceremony countdown gold and silver bars, etc.) are all designed by the company. Products produced and sold. In view of the recent popularity of the above-mentioned Winter Olympic licensed commodities by consumers, the company has organized employees and factories to start production in an all-round way, made every effort to coordinate production capacity rationing, ensure the supply of Winter Olympic licensed commodities and try its best to meet the needs of consumers.
Financial data show that in the first three quarters of 2021, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) Beijing Winter Olympic Games franchise souvenir revenue has increased by 141.57% year-on-year. With the hot sale of products around the Winter Olympics, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) is expected to obtain higher income. In early trading, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) rose by the limit.
Cultural Investment Holdings Co.Ltd(600715) it has the franchise production right of Winter Olympic derivative products in three categories: precious metals, handicrafts and ceramics, and the franchise retail right of all winter Olympic derivative products. Recently, on the interactive platform, the Cultural Investment Holdings Co.Ltd(600715) secretary said that the company's Winter Olympics related business is mainly divided into three parts: the undertaking of official cultural activities, the development of derivative cultural products and the licensed production and sales of Winter Olympics derivative products. Today's trading limit is 600715}.
In addition, Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Cofco Engineering & Technology Co.Ltd(301058) , Xcmg Construction Machinery Co.Ltd(000425) , Fujian Snowman Co.Ltd(002639) and other listed companies that expand their business to the ice and snow industry showed good performance in the early trading. Individual stocks in the sports industry related to Hong Kong stocks also rose sharply. Zhimei sports soared by more than 14%, and Birmingham sports and 361 degrees all strengthened sharply.
multi industry harvest policy red envelope
During the Spring Festival, multi industry harvest policy red envelopes. The Ministry of industry and information technology announced today that it, together with the national development and Reform Commission and the Ministry of ecological environment, jointly issued the guiding opinions on promoting the high-quality development of the iron and steel industry to encourage industry leading enterprises to implement mergers and acquisitions and build a number of world-class super large iron and steel enterprise groups. Relying on the advantageous enterprises in the industry, we will cultivate 1-2 professional pilot enterprises in the fields of stainless steel, special steel, seamless steel pipe, cast pipe and so on. Encourage cross regional and cross ownership mergers and acquisitions of iron and steel enterprises, and provide policy support for capacity replacement when smelting projects are constructed for enterprises that have completed substantive mergers and acquisitions. Financial institutions are encouraged to actively provide comprehensive financial services to iron and steel enterprises implementing merger and reorganization, layout adjustment, transformation and upgrading in accordance with the principles of controllable risk and sustainable business.
In early trading, the steel sector opened higher in large volume, and the sector index rose by more than 4%. The half day transaction was close to the whole day transaction of the previous trading day. Xinxing Ductile Iron Pipes Co.Ltd(000778) rose strongly, and Zhejiang Kingland Pipeline And Technologies Co.Ltd(002443) , Beijing Shougang Co.Ltd(000959) , Citic Pacific Special Steel Group Co.Ltd(000708) , Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) all rose by more than 5%.
The relevant person in charge of the national development and Reform Commission said a few days ago that infrastructure investment should be carried out moderately in advance and the implementation of 102 major projects in the 14th five year plan should be solidly promoted. We will promote the construction of new infrastructure and increase support for the optimization and upgrading of traditional industries to high-end, intelligent and green. We will strengthen the guarantee of land, sea and energy for major projects, and make good use of the investment in the central budget and the special bonds of local governments. Optimize the development environment of private economy, actively mobilize the vitality of social capital, and strengthen the effective supervision of capital according to law.
Driven by this positive effect, the infrastructure sector also strengthened in the morning, and individual stocks set off a wave of daily limit, Hualan Group Co.Ltd(301027) , Henan Provincial Communications Planning & Design Institute Co.Ltd(300732) 20% daily limit, Shenzhen Institute Of Building Research Co.Ltd(300675) , Chongqing Construction Engineering Group Co.Ltd(600939) , Hongrun Construction Group Co.Ltd(002062) , Anhui Transport Consulting & Design Institute Co.Ltd(603357) and nearly 20 stocks rose or exceeded 10%. Among them, Shandong Hi-Speed Road&Bridge Co.Ltd(000498) , China Haisum Engineering Co.Ltd(002116) and other share prices have reached new highs for many years.
organization: high position long
A number of brokerage institutions were optimistic about the year of the tiger on the first trading day after the festival. Haitong Securities Company Limited(600837) said that the stock markets of major economies around the world rebounded one week after the Spring Festival holiday. Hong Kong's Hang Seng index was the strongest, with a sharp rise of 4.34% during the holiday, far ahead.
The strong performance of peripheral markets makes the outflow of funds before the festival expected to be replenished, which will boost the risk appetite of Chinese investors after the festival. On the first trading day after the festival, the probability is high, and the later trend is mainly the shock market of capital game. Under the environment of China's stable growth policy stabilizing the economic market and gradually improving the financing environment, A-Shares are expected to usher in the spring market.
China Securities Co.Ltd(601066) believes that the main board is relatively stable in the bottom building stage, and technically has the characteristics of short-term oversold and the bottom of the middle line. It is suggested to actively participate in the market rebound and long high positions after the festival. The short-term valuation of the gem has also returned to the relatively safe area. Considering the strong historical statistical bias in the style index, it is recommended to be long in the same high positions in February. In terms of style, the gem that predicts the growth style is dominant, and the small cap that predicts the market value style is dominant.
Guosheng Securities pointed out that the chips on the floor are stable and should not be blindly pessimistic. The structured market has become the norm, the growth stocks of boom branches will be the source of excess returns, the logic of science and technology theme is solid and fully adjusted, and there is a high probability of becoming the new main line of the year of the tiger; The consumer sector has been dragged down by weak domestic demand. The epidemic has been repeated and the sector has adjusted greatly. Only defensive configuration is recommended. We are optimistic about the industries with high prosperity and improved prosperity. The performance of the core targets in military civilian integration, green power and components is bright and can be actively concerned.
Founder Securities Co.Ltd(601901) said that the current median price earnings ratio of all A-Shares is not high, and the market investment opportunities are worth looking forward to. At present, the kinetic energy of China's economic development has accelerated the transformation, and the old and new have been transformed faster and faster. The profitability and profit stability of enterprises have been continuously enhanced. The direction of long-term investment in the future is very clear, and we are optimistic about consumption upgrading, manufacturing upgrading and energy upgrading. Focus on small cap growth. At present, China's emerging industries are in a round of investment expansion cycle (zhugra cycle of emerging industries). The investment logic has shifted from industrial concentration to industrial upgrading in the past few years, and the scope of beneficial investment targets is spreading.
