today’s disk
Today, the Shanghai and Shenzhen stock markets showed a shock rebound pattern as a whole. The three major indexes opened slightly lower, and then fluctuated higher after back exploration. The rebound pattern was obvious. As of the issuance of the document, the three major indexes were all red, of which the gem index rose by more than 2%.
In terms of the industry sector growth ranking, cultivation diamond, Nanjing combination, wind power equipment, non-metallic materials, medical services, semiconductors, photovoltaic equipment and other sectors led the increase, while online tourism, airports, coal industry, tax-free concept, oil industry, combustible ice and other sectors led the decline. As of the time of posting, the number of gainers is more than 2300, while the number of losers is more than 2100, with a general profit-making effect. Northbound funds bought a net 700 million yuan.
message interpretation
According to the data of the information center of cement people’s network, just after the Spring Festival holiday in 2022, the two major cement consumption core markets, the Yangtze River Delta and the Pearl River Delta, ushered in the first wave of clinker price rise. The price of clinker along the river in Jiangsu and Anhui increased by 30-50 yuan / ton compared with the 30th, and the price of mainstream brand clinker was reported as 400-430 yuan / ton. After the increase, the price of clinker was 80-100 yuan / ton higher than that of the same period last year. Since February 9, some enterprises in Guangdong Province have notified the price of clinker to increase by 15-30 yuan / ton, and the quotation is 335-350 yuan / ton. The price of cement bags in Hunan has been increased by RMB 60000 / region since February 30, 2022. At the same time, Shandong has issued a policy that all cement mills 3.2m and below must be shut down and withdrawn by the end of 2022.
The agency pointed out that under the background of “stable economic growth”, policies are intensively voiced, emphasizing that “infrastructure investment is moderately ahead of schedule”, local government special bonds and other funds are gradually in place, and the growth rate of infrastructure investment in the first half of 2022 is relatively flexible. At the same time, the continuously promoted energy conservation and carbon reduction policy is conducive to promoting energy conservation and carbon reduction of cement manufacturers, optimizing the industry supply pattern and enhancing the competitive advantage of leading industries.
Therefore, with the acceleration of infrastructure investment, the industrial chain ushers in opportunities, and the overall sector valuation is relatively low, and the subdivided leaders are worth mining.
should focus on strategies and directions
The excess continuation of MLF by the central bank has eased the market sentiment to a certain extent, but the improvement of confidence has a process. Today, the disk is still oversold and rebounded. The bottom has always been hard to grind. At present, China’s credit easing policy is relatively clear, but the periphery is too volatile, and the US debt continues to operate at a high level. It is difficult for the index to quickly get rid of the decline, and it still needs a second bottom exploration. However, the current horizontal and vertical comparison of the Shanghai index, the Shanghai Shenzhen 300 index and the Shanghai 50 index has certain valuation advantages, so there is limited room for decline in the medium and long term. Before the market stabilizes, continue to control positions and wait patiently.
