[midday review strategy]
The index rose in the morning, led by the gem index. As of midday closing, the Shanghai index rose 0.35%, the Shenzhen Composite Index rose 0.78% and the gem index rose 1.46%.
In terms of sectors, phosphorus chemical industry, environmental protection, lithium battery, energy storage and other sectors led the increase, while tourism, airport shipping, education, ice and snow industry led the decline.
On the disk, the environmental protection sector strengthened, and more than 10 stocks such as Qingdao Greensum Ecology Co.Ltd(300948) , Bceg Environmental Remediation Co.Ltd(300958) rose by the limit. The lithium battery sector rebounded strongly, East China Engineering Science And Technology Co.Ltd(002140) , Shenzhen Sunrise New Energy Co.Ltd(002256) , Jinyuan Ep Co.Ltd(000546) , Tianqi Lithium Corporation(002466) , Yongxing Special Materials Technology Co.Ltd(002756) , Sinomine Resource Group Co.Ltd(002738) and so on. The sharp rise of the lithium battery sector also led to the collective strength of photovoltaic, wind power, chips and other track stocks. In terms of decline, tourism and airport sectors continued to adjust. In addition, infrastructure and digital currency sectors were seriously divided.
Overall, the number of individual stocks rising and falling is the same. The half day turnover of Shanghai and Shenzhen stock markets reached 543.5 billion yuan, 17 billion yuan higher than that in the morning of the previous trading day.
[message plane]
1. Henan: actively layout the semiconductor material industry and develop the third generation semiconductor materials focusing on silicon carbide and gallium nitride
Henan recently issued the “14th five year plan” for the development of digital economy and informatization. The plan proposes to actively layout the semiconductor material industry, develop the third-generation semiconductor materials focusing on silicon carbide and gallium nitride, improve the R & D and industrialization capacity of large-size monocrystalline silicon polishing chips, electronic grade high-purity silicon materials and zone melting silicon single crystals, and promote the development of new sensitive materials, composite functional materials R & D and industrialization of electronic hydrofluoric acid and semiconductor targets to improve the ability of integrated circuit design. Fully tap the industrial foundation of the province and develop optical communication chips and power management chips. Support Zhengzhou airport economic comprehensive experimental zone to develop high-end analog and digital analog hybrid chips, improve the production capacity of silicon single crystal polishing chips, promote the construction of the third generation compound semiconductor production line, high reliability integrated circuit packaging and testing production line and industrial module power supply production line, accelerate the realization of large-scale production, and promote the industrialization of special equipment such as semiconductor sealing and testing, slicing, grinding and polishing.
