Yesterday, the low undervalued sector became the safe haven direction of funds. In the morning, the steady growth sectors such as banks and traditional infrastructure rose against the trend, and the financial and oil and gas sectors led the rise in the afternoon. Then the traditional infrastructure stocks continued to strengthen.
Among them, the traditional infrastructure sector has strengthened for two consecutive days, Poly Union Chemical Holding Group Co.Ltd(002037) , Tangshan Jidong Equipment And Engineering Co.Ltd(000856) , Hongrun Construction Group Co.Ltd(002062) , China Haisum Engineering Co.Ltd(002116) , Zhejiang Construction Investment Group Co.Ltd(002761) , Zhongyan Technology Co.Ltd(003001) , Huitong group and other stocks have successfully connected to the board, which seems to have the potential to become the main line of the new cycle.
Recent news, the traditional infrastructure sector continued to spread significant positive news. The headline of the news broadcast last night was the construction of major projects. The first batch of key projects of xiong’an in 2022 were also on the news broadcast last night. Earlier, the news broadcast the night before yesterday reported the centralized commencement ceremony of major projects in many provinces and cities in China, including the commencement of 963 key projects in Shaanxi and 238 major projects in Chongqing.
It is worth mentioning that last night’s news broadcast mentioned that not only infrastructure construction, but also major clean energy projects are continuing to start. The national development and Reform Commission proposed to accelerate the 102 major projects identified in the outline of the 14th five year plan this year, focusing on major projects such as new infrastructure and new urbanization and effective investment in the field of making up for weaknesses. Shanghai proposed that in 2022, infrastructure investment will be carried out moderately in advance, and new infrastructure projects represented by new networks, new facilities, new platforms and new terminals will be actively arranged.
Yang Fan, chief policy analyst of Citic Securities Company Limited(600030) Research Institute, said that the highlights and investment returns in the first quarter may be related to infrastructure, and the sustainability is about a quarter. The scope will be relatively wide. Not only the construction companies with the Chinese prefix, but also a series of new infrastructure beyond the traditional infrastructure. In addition, partial energy infrastructure is a very promising sector under the background of carbon neutrality.
Who will become the main line of the new cycle of infrastructure? Obviously, the probability of the digital currency sector is crossing the main line, and its leading stock Beijing Cuiwei Tower Co.Ltd(603123) has become the only high stock that has not covered the decline and reversed the limit at a high level in the near future. Driven by the strong performance of Beijing Cuiwei Tower Co.Ltd(603123) , Hengbao technology advanced to three consecutive boards yesterday and Shenzhen Emperor Technology Company Limited(300546) rose 20% in assists.
Interestingly, the digital currency sector, which continued to strengthen at the end of yesterday, ushered in a major positive after hours. It is reported that the people’s Bank of China, the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission have issued the 14th five year plan for the development of financial standardization. It is mentioned that we should steadily promote the development of legal digital currency standards. Institutional analysis believes that promoting the innovative development of digital currency is another global consensus after carbon neutralization, and China has taken the lead in this round of competition.
In short, in the current cycle, the probability of infrastructure sector is the main line of resonance, and the probability of digital currency sector is across the main line.
