Macro strategic view
1 [macro] the Winter Olympics leads the trillion market, and overseas interest rate hikes are expected to rise
2 [strategy] wait for the rebound after the festival
Industry perspective
3. The relaxation of [real estate] policy is limited, and the market continued to decline in January to grasp the stage game market
4 [building materials and new materials] the weak trend of building materials is difficult to change in the short term, and pay attention to individual stock opportunities; The substitution trend of new and domestic materials is clear
5 [chemical] the price of crude oil has risen sharply. It is suggested to pay attention to the large refining and chemical industry and coal chemical industry
6 [environmental protection and public utilities] energy structure transformation, new energy power generation growth
7 [power equipment and new energy] photovoltaic long-term trend is good
8 [machinery] focus on the layout of high boom and low value tracks
9 [electronic] it is suggested to pay attention to the undervalued sector and the repair opportunities after the market falls
10 [Computer] technology Winter Olympics has become an important display window, and the landing of related industries is expected to speed up
11 [communications] capital expenditure of overseas cloud manufacturers increased significantly
12 [pharmaceutical and biological] pharmaceutical sector ushers in a good opportunity for gradual layout
13 [food and beverage] recommended Huijiu Anhui Yingjia Distillery Co.Ltd(603198) , Anhui Kouzi Distillery Co.Ltd(603589)
[media] the application of virtual technology has been widely promoted, and the overall box office of the film has been adjusted
15 [agriculture, forestry, animal husbandry and fishery] Currently, the agricultural sector mainly recommends China Animal Husbandry Industry Co.Ltd(600195)
16 [light industry paper] the post real estate cycle is expected to usher in a wave of repair market after reaching the bottom of the policy
17 [household appliances] the Spring Festival superimposes the Winter Olympics, and the leading household appliances strengthen marketing
18 [transportation logistics] the number of Spring Festival passengers increased by 45% year-on-year
19 [overseas research] the multi-dimensional attack of China concept stock market, and the reversal certainty is improving after two years
