today’s disk
On the first trading day of the year of the tiger, the three major indexes in Shanghai and Shenzhen opened higher, and the rebound pattern was obvious. The gem index then fell in shock, but the overall market remained red.
In terms of the rise ranking of industry sectors, combustible ice, mining industry, engineering consulting services, underground pipe network, oil and gas equipment and services, shale gas, low-carbon metallurgy, cement building materials, engineering construction, petroleum industry, steel industry and other sectors led the rise, while covid-19 drugs, lidar, longevity drugs, education, tourism hotels, cloud games, online tourism and other sectors led the decline. By the end of the publication, the number of gainers has exceeded 3400 and the number of losers has exceeded 1100, with obvious profit-making effect. Northbound capital net purchase of more than 5 billion.
message interpretation
With the opening of the 2022 Beijing Winter Olympics, ice and snow themed consumption has become a hot topic of winter consumption everywhere. Recently, according to the China ice and snow tourism development report (2022) released by the China Tourism Research Institute, it is estimated that the number of ice and snow leisure tourists in China will reach 305 million during the ice and snow season from 2021 to 2022. It is about to achieve the goal of “the total scale of ice and snow industry will exceed 800 billion yuan in 2022 and 300 million people will participate in ice and snow sports” proposed by the State Council.
In 2022, under the influence of the idea of “local new year”, the number of people skiing across provinces and abroad on holidays decreased significantly, and more consumers prefer to ski and skate nearby. According to the 2020 white paper on China’s ski industry, by 2020, the total number of ski resorts in normal operation in China was 715, mainly outdoor ski resorts. According to the scenic spot reservation data during Ctrip’s Spring Festival, the popularity of ski tickets rose by more than 400% month on month in the first two weeks before the festival.
Therefore, the opening of the Winter Olympics will further catalyze ice and snow leisure and entertainment activities, which may drive the industry of indoor ski resorts and skating rinks into an outbreak period, and then change the pattern of the whole Chinese ice and snow market. Leading companies in relevant fields will fully benefit and deserve attention.
should focus on strategies and directions
During the Spring Festival, the rebound of peripheral markets and the boost of news are good for the market. The index opened significantly higher, but the recovery of market sentiment still needs time. The rebound strength of short-term market can not be overestimated. The bottom of the market still needs further confirmation. After the bottom is further consolidated, it is expected to usher in the spring market. At present, it is suggested to lighten the index, focus on individual stocks, lighten the position, grasp the market rebound opportunity, and wait for the signal on the right side of the large position. In the specific direction, bargain hunting can tap opportunities under the expectation of “stable growth”. For growth stocks, the sharp rise in U.S. bond yields reversely suppresses the enthusiasm of growth stocks to do more, and it will take time for the trend reversal of the whole sector. However, from the disclosure of the annual report, growth stocks meet expectations, and the medium and long-term is still worthy of attention.
