today’s disk
Today, the Shanghai and Shenzhen stock markets showed a shock adjustment pattern as a whole. The three major indexes opened slightly higher, but then fell into shock. The Shanghai index fluctuated repeatedly around 3480 points, while the Shenzhen Component Index and gem index fluctuated lower, with the gem index falling by more than 2%. On the whole, the pattern of weakness is obvious.
In terms of industry sector growth ranking, pork concept, airport, public utilities, online tourism, civil explosion concept, chicken concept, tourism hotel, agriculture, animal husbandry, feeding and fishing and other sectors led the rise, while Ning combination, CRO, battery, photovoltaic equipment, blade battery, solid-state battery, sodium ion battery, hit battery, wind power equipment, Huawei Euler and other sectors led the decline. As of the time of posting, there were more than 1600 gainers and more than 2600 losers, with poor profit-making effect. The net purchase of northbound funds exceeded 2 billion.
message interpretation
According to the “statistical bulletin of communication industry in 2021” released by the Ministry of industry and information technology, China’s communication industry maintained a stable and good operation trend in 2021, and the telecom business income increased steadily, with a cumulative completion of 1.47 trillion yuan, an increase of 8.0% over the previous year. Based on the constant unit price of the previous year, the total volume of telecommunications services increased rapidly, reaching 1.7 trillion yuan, an increase of 27.8% over the previous year.
China’s total 5g base stations account for more than 60% of the world, and the number of 5g base stations per 10000 people has reached 10.1, nearly double that at the end of last year. More than 300 cities have started the construction of gigabit optical fiber broadband networks.
Therefore, in terms of 5g construction, with the implementation of the development plan of the information and communication industry in the 14th five year plan, the goal of 5g construction in the future is clear. Moreover, with the continuous introduction of policies at any time, it is expected that 5g construction will continue to maintain a stable pace of construction investment in the next three to five years. Therefore, with the gradual progress of construction, the downstream supporting applications will gradually mature, which will once again stimulate 5g related industrial chain opportunities. Leading companies in related fields deserve attention.
should focus on strategies and directions
The index was weak in early trading. Driven by Contemporary Amperex Technology Co.Limited(300750) , the gem made another significant adjustment. Yesterday, it led the rise of the sector. Today, there is a differentiation trend in digital currency and digital economy, which is still a rotating differentiation pattern. Yesterday, we said that the current market is still in the pattern of shock bottoming, suggesting that we should not blindly pursue the rise during the rebound, that is, considering that the amount of energy is insufficient to support the sustained rebound, and the market is indeed easy to repeat during the bottoming period. Therefore, it is recommended to continue to control the overall position until the trend has not changed.
