body:
I. Market Review: the market before the festival fell sharply under the impact of the periphery, and the periphery of the holiday generally rose sharply, of which Hong Kong stocks rose by more than 3%, driving the recovery of mood after the festival;
Second, on the first day of the year of the tiger, don’t panic after GaoKai. It’s probably a good start and close the positive line.
III. [important events before the market]
1) sales volume of [new energy vehicles]: in January, China has disclosed that the sales volume of vehicle enterprises totaled 169000 vehicles, the same as + 240% and – 2% ring, welcoming a good start and greatly exceeding market expectations. Tesla of US stocks rose 11%, Jingke energy rose 7%, Xiaopeng automobile rose 16% and Weilai rose 15%; Hong Kong stocks: Byd Company Limited(002594) rose 8%, Huaneng Power International Inc(600011) rose 6%, Longyuan Power rose 6%, Xiaopeng rose 10%, Ganfeng Lithium Co.Ltd(002460) rose 6%;
2) [electric power] the guidance on accelerating the construction of a national unified power market system was printed and issued after deliberation and approval by the high-level;
3) [infrastructure] on February 5, the senior management said that there were many uncertain factors in the first quarter of this year, and the policy force point should be moved forward appropriately; Infrastructure investment will be carried out moderately ahead of schedule, benefiting sectors such as infrastructure.
Investment strategy: the capital supply determines the height of the stock market, and the financial executives fully relax liquidity to boost the repair of market sentiment. Wind power equipment resonates with the index before the festival. In the short term, it is suggested to actively grasp the subdivided investment opportunities such as offshore wind power.
