I. disk overview
The three indexes collectively opened higher, and then the trend differentiated. The Shanghai index fluctuated in a narrow range in the morning, and the gem index continued to fall, once falling more than 2.5%. In terms of sectors, the environmental protection and water conservancy sectors collectively rose, the concept of civil explosion, aquaculture and infrastructure sectors continued to strengthen, and airport shipping and tourism stocks were active; Cro concept stocks continued to weaken, Contemporary Amperex Technology Co.Limited(300750) fell more than 8% during the session, driving the collective decline of the new energy sector. More than 5900 shares were up and down in the morning.
In the sector, pork, tourism and airport shipping sectors led the increase, while cro concept, kitchen and bathroom appliances and energy storage sectors led the decline.
II. Main line analysis
[tourist attractions]
On the sector, Caissa Tosun Development Co.Ltd(000796) , Utour Group Co.Ltd(002707) , Xi’An Qujiang Cultural Tourism Co.Ltd(600706) , Anhui Jiuhuashan Tourism Development Co.Ltd(603199) and other stocks rose sharply. In terms of news, recently, China’s covid-19 epidemic prevention and control situation is good, the number of new cases in China has decreased, and many places have gradually resumed inter provincial team tourism. Among them, Yunnan and Henan provinces announced that they would orderly resume the inter provincial team tourism and “air ticket + Hotel” business of travel agencies and online tourism enterprises.
[environmental protection]
On the sector, Haitian Water Group Co.Ltd(603759) , Pubang Landscape Architecture Co.Ltd(002663) , Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) , Gad Environmental Technology Co.Ltd(300854) and other stocks rose sharply. In terms of news, the national development and Reform Commission and other four departments issued the guiding opinions on accelerating the construction of urban environmental infrastructure, which defined the main objectives of urban environmental infrastructure construction in 2025. By 2025, the new sewage treatment capacity will be 20 million cubic meters / day, and the new and reconstructed sewage collection pipe network will be 80000 kilometers.
III. strategic plan
The index opened higher and rose sharply on Wednesday, hitting the gold pit below 3400 for the third time in a year and reversing upward. Now the V-shaped reversal has been gradually established, and the major indexes have begun the process of value restoration. The next period of time is the opportunity to get on the bus. At present, the main line that can continuously output the profit-making effect is infrastructure and digital currency. Benefiting from the development plan recently launched by the central bank, it can still be active in the short term. In terms of theme, we can pay attention to the concept of environmental protection supported by the highly active digital economy and stable growth policy during the Winter Olympics.
