Market review: the trend of Shanghai and Shenzhen index is divided, led by the agriculture, forestry, animal husbandry and fishery sector
Today, the trend of the Shanghai and Shenzhen index was slightly differentiated. The Shanghai index fluctuated in a narrow range throughout the day and closed up slightly after rising in the late trading. The Shenzhen index remained low throughout the day. As of the close, the Shanghai index rose 0.17% to 3485.91 and the Shenzhen index fell 0.73% to 13432.07. In terms of sectors, agriculture, forestry, animal husbandry and fishery, coal, commerce and retail led the increase, while power equipment, household appliances and beauty care led the decline. The turnover of the two cities was 936.33 billion yuan, an increase of 0.49% over the previous trading day and 9.50% over the average of the previous five days. The net purchase of Shanghai Stock connect was 5.271 billion yuan, the net sales of Shenzhen Stock connect was 750 million yuan, and the net purchase of northbound funds throughout the day was 4.52 billion yuan.
Market focus:
According to the national development and Reform Commission on February 10, the national development and Reform Commission and the National Energy Administration recently issued the opinions on improving the institutional mechanisms, policies and measures for green and low-carbon energy transformation. The opinions put forward that during the 14th Five Year Plan period, the institutional framework for promoting green and low-carbon energy development should be basically established, a relatively perfect policy, standard, market and regulatory system should be formed, and a green and low-carbon energy transformation promotion mechanism led by the “double control” of energy consumption and the target system of non fossil energy should be constructed. By 2030, we will basically establish a complete basic system and policy system for green and low-carbon development of energy, and form an energy production and consumption pattern in which non fossil energy can basically meet the increment of energy demand, replace the stock of fossil energy on a large scale, and comprehensively enhance the ability of energy security.
Strategy suggestion: focus on the undervalued sector
Today, the Shanghai index maintained a narrow shock trend after opening. In the late trading, it turned red and closed up slightly under the strong pull of the coal, commercial retail and banking sectors, while the Shenzhen index remained low all day, and the Shanghai and Shenzhen Stock connect also differentiated for four consecutive days. Individual stocks rose less and fell more today, with a rise and fall ratio of 1701:2833. Among them, the rise and fall of Shanghai a was basically the same, with a rise and fall ratio of 741:916, and the rise and fall differentiation of Shenzhen a was obvious, with a rise and fall ratio of 867:1640. In terms of sectors, the agriculture, forestry, animal husbandry and fishery sector led the rise all day today, and the concept sectors such as pig industry and chicken industry showed strong performance, leading the increase. The social service and commercial retail sector maintained a high shock after opening, and the increase in the late trading widened. Concepts such as online tourism and duty-free stores all gained a better rise. The coal sector also rose late, China Shenhua Energy Company Limited(601088) , Yankuang energy and other stocks closed at intraday highs. In addition, Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) and other new energy track stocks suffered another heavy fall today, Wuxi Apptec Co.Ltd(603259) continued to decline, dragging down the cro concept sector.
On the whole, the performance of A-Shares is relatively weak today, but we are still relatively optimistic about the future market. At the same time, we still emphasize to grasp the opportunities of undervalued sub sectors in market style adjustment. In the short term, we still suggest to focus on defensive targets such as finance and mandatory consumption, and focus on livestock breeding, banking, insurance and other sectors. At the same time, Pay attention to the valuation repair opportunities brought by the accelerated recovery of the service industry to tourism, machine wine and other sectors. In the medium and long term, it is suggested to continue to pay attention to the realization of themes such as low-carbon transformation, digital economy and heavy weapons in large countries, and deeply tap the high-quality targets of subdivided sectors such as hydrogen energy, 5g +, high-end equipment.
