3.5 billion yuan net outflow of liquefied natural gas storage tanks under construction in Shanghai and Shenzhen, the largest in the world The 2 work plan of “digital transformation of convenient medical service” in Shanghai, “some measures for speeding up the construction of an international consumption center city” in Shenzhen, issued by several policies and measures to support Baise’s resumption of production and steady growth. Guizhou will legislate to protect the production environment of Maoxiang Baijiu liquor in the Chishui River Basin, and deduce the tide of tide in the local “east to west”. Under the influence and stimulation of “general rise + sharp rise + sharp rise” reappeared by the vast majority of industry segment indexes, the range shock line with controllable volatility is given, which is in line with the expected bottom grinding trend.
From the perspective of the Shanghai stock index, the slightly massive bottom recovery hammerhead line actively digested the demands of 3500 points of technical resistance, and the volatility did not break the strong support of the 5th and 10th line, which was in line with the benign fluctuation range; The gem index opened high and went down the negative line of volume adjustment. Although the volatility broke through 2800 points in the session, it is in line with the fluctuation law of the second bottom. Combined with the good operation of the upward movement of the MACD index Jincha, it is expected that there will still be the kinetic energy and potential energy to test and break through the 20th line in the future; Combined with the large volume of the cross star line of the Shenzhen composite index, the initial formation of the MACD index golden fork, the high opening and low going of the Kechuang 50 index, and the operation of adjusting the negative line without breaking the strong support, it is expected that the high killing and falling risk of local Mao shares will be released, or the small cycle will affect the fluctuation of the index, but it will not reverse the medium-term positive trend and the future.
From the point of view of the opening, East digital West computing, state-owned assets cloud, data center, information security, smart government, edge computing, seed industry, diamond cultivation, RCS, operating system, cloud computing, it equipment, telecom operation, software service, covid-19 medicine, byte jump and other sectors led the rise, with large-scale net inflow of funds and an average volatility of more than 3%, Form a strong positive long guidance and drive for the three indexes. Combined with the data of long short energy ratio, 129 stocks rose by more than 9%, 338 stocks rose by more than 5%, 767 stocks rose by more than 3%, 1 stock fell by more than 9%, 13 stocks fell by more than 5%, and 90 stocks fell by more than 3%, maintaining the strong performance of the East number and West calculation driven by the favorable benefit policy and the related targets of covid-19 special drugs, Or drive the main line of overall growth to form a judgment point of doing more energy diffusion from point to area. It is suggested that secondary market investors actively grasp the adjusted low absorption opportunities and actively play games to benefit the continuous theme investment opportunities.
In terms of news, the United States will expand LNG production, with a year-on-year increase of about 20%, and about 60% of LNG exports will be sold to Europe; The Federal Reserve has issued new rules on the trading of Federal Reserve officials, which prohibit Federal Reserve officials from buying individual stocks and bonds, and can not conduct any trading during the period of “increased financial market pressure”. On the Chinese side, the office of the Central Committee of the Communist Party of China, the State Council office and the Central Military Commission issued the plan for the service and support of veterans in the 14th five year plan, deployed eight key tasks, improved the management system of Veterans’ affairs, strengthened the ideological and political guidance of veterans, deepened the reform of the resettlement system for veterans, comprehensively promoted the employment and Entrepreneurship of veterans, and actively improved the management level of military retirement services, We will improve the pension and preferential treatment security system, further promote the praise and commemoration of heroes and martyrs, and give full play to the political advantages of double support. For the major projects determined in the 14th five year plan, the national development and Reform Commission emphasizes strengthening the preliminary work, so as to start the construction as soon as possible and form the physical workload as soon as possible; Guide telecom operators to accelerate 5g construction progress, support industrial enterprises to accelerate digital transformation and upgrading, and promote the digital transformation of manufacturing industry; Start the implementation of major projects of Beidou industrialization and promote the large-scale application of Beidou in major strategic areas; Accelerate the implementation of the special action for the construction of big data centers, implement the project of “counting from the east to the west”, and accelerate the construction of eight national data center hub nodes in the Yangtze River Delta, Beijing Tianjin Hebei, Guangdong, Hong Kong and Macao Dawan district; Promote the healthy development of real estate investment trusts (REITs) in the field of infrastructure, effectively revitalize stock assets and form a virtuous circle of stock assets and new investment; Organize and implement the special action for innovative development of photovoltaic industry, implement the construction of large-scale wind power photovoltaic bases in desert Gobi desert areas, encourage the development of distributed photovoltaic in the Middle East, promote the development of offshore wind power in Guangdong, Fujian, Zhejiang, Jiangsu and Shandong, and drive the investment in Cecep Solar Energy Co.Ltd(000591) battery and wind power equipment industry chain; Promote the transformation and upgrading of coal-fired power units with a coal consumption of more than 300g standard coal / kWh, implement the flexible transformation of coal-fired power units in northwest, northeast and North China, and speed up the transformation of heating units; For the planned trans provincial transmission lines and qualified supporting power supply, we should speed up the approval of commencement, construction and operation, and drive the investment in equipment manufacturing industry.
In combination with the expansion of the scope of application of “six taxes and two fees” in 2022, the provincial people’s governments will reduce the applicable subjects of “six taxes and two fees” such as resource tax, urban maintenance and construction tax, real estate tax, urban land use tax, stamp tax (excluding securities transaction stamp tax), cultivated land occupation tax, education surcharge and local education surcharge within the range of 50%, From small-scale VAT taxpayers to small low profit enterprises and individual industrial and commercial households; Suspend the advance payment of value-added tax by air transport enterprises for one year, encourage banking financial institutions to increase credit support for hub airports, encourage qualified airlines to issue corporate credit bonds, broaden diversified financing channels of airlines and other favorable policies, and clarify that the decline of weighted Mao shares or small cycle will affect or inhibit the operation of the stock index, However, the large cycle dimension will not reverse the medium-term upward trend.
The author believes that the CSRC emphasizes that we should adhere to “building systems, non intervention and zero tolerance”, adhere to “four awes and one joint force”, highlight the bottom line thinking, accurate policy implementation, highlight the improvement of quality in stability, and better serve the development of the real economy and the implementation of the national strategy; Focus on cultivating and supporting state-owned securities institutions to increase capital investment, make up the capital gap compared with foreign-funded institutions, strengthen corporate governance through deepening reform, achieve excellence, strength and expansion, and enhance the core competitiveness in trading, market making, trusteeship, master brokerage, risk control and so on; We will further study the relevant provisions on stock trading of securities practitioners, strengthen the internal management and external restraint mechanism of securities companies, and gradually consolidate the industry culture of “compliance, integrity, professionalism and stability”; We will further accelerate the revision and improvement of the criminal filing and prosecution standards and the judicial interpretation of civil compensation for false statements, adhere to the “zero tolerance” to crack down on illegal and criminal acts in Securities and futures, and effectively improve the cost of illegal and criminal acts in the capital market, which has laid a solid foundation for the long-term and healthy development of the capital market. In view of this, we will continue to focus on new infrastructure, lithium batteries, semiconductors, components, lithography machines, MCU chips, new materials, data centers, industrial motherboards, 5g, artificial intelligence, Internet of things, quantum technology, aviation, metauniverse, communication equipment, new energy vehicles, it equipment, UHV, industrial Internet, new energy and other sectors that benefit from the core trend, Actively grasp the adjusted opportunity of low absorption layout, which will make the opportunity outweigh the risk. (author: Zhang Cuixia, chief investment adviser of Jufeng investment)
Attachment: daily analysis diagram of different indexes
Daily analysis diagram of Shanghai stock index 2022-2-21
(daily analysis diagram of gem index 2022-2-21)
