On February 23, the risk appetite of A-Shares rose, the industry and concept sector rebounded in a large area, the general rising market reappeared, and the market turnover broke through trillion yuan after a month.
Data show that as of the close, the Shanghai Composite Index closed up 0.93% to 3489.15 points, the Shenzhen Composite Index rose 1.9% to 13549.99 points, and the gem index rose 2.82% to 2843.87 points. 3543 stocks rose throughout the day.
Looking forward to the future, analysts believe that although the electronic fluctuation is large, it is still a long bull sector; In addition, a number of securities companies suggested paying attention to the repair market of Hong Kong stocks in the second quarter.
Document No. 1 release
Rural Revitalization theme outbreak
In February 22nd, the CPC Central Committee and the State Council issued the opinions on the key work of Promoting Rural Revitalization in 2022, which is issued in 2022 No. 1 central document. Under this influence, the concept of A shares in digital village, glyphosate and agricultural machinery on 23 may be strengthened. As of the closing, Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) , Hubei Forbon Technology Co.Ltd(300387) , Zjamp Group Co.Ltd(002758) , Zhejiang Xinnong Chemical Co.Ltd(002942) , Shandongsino-Agriunitedbiotechnologyco.Ltd(003042) , Guangdong Tianhe Agricultural Means Of Production Co.Ltd(002999) rose by the limit, Estun Automation Co.Ltd(002747) rose by more than 7%; But Gansu Dunhuang Seed Group Co.Ltd(600354) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Hainan Shennong Technology Co.Ltd(300189) and other stocks opened high and went low, ending the rally for many days.
It is understood that the opinions put forward a number of Guiding Opinions on vigorously promoting the construction of digital countryside and improving the R & D and application level of agricultural machinery and equipment. Tianfeng Securities Co.Ltd(601162) pointed out that the No. 1 document in 2022 mentioned “grain” 23 times (compared with 18 times in 2021), and proposed “appropriately increase the minimum purchase price of rice and wheat in 2022, and stabilize the subsidy policies for corn and soybean producers and rice subsidies”, which is expected to continue to enhance farmers’ planting enthusiasm, and the leading seed and chemical fertilizer companies are expected to benefit. The upward boom in the agricultural sector is an important investment opportunity this year. We will continue to pay attention to high-quality leading companies in subdivided agricultural sectors such as pigs, seeds, feed and animal protection.
the concept of vocational education
On the 23rd, the trend of vocational education concept stocks was remarkable.
As of the closing, Kaiyuan Education Technology Group Co.Ltd(300338) “20cm” limit, Dalian My Gym Education Technology Co.Ltd(002621) , Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) , China Hi-Tech Group Co.Ltd(600730) limit, Suzhou Kingswood Education Technology Co.Ltd(300192) , Sansheng Intellectual Education Technology Co.Ltd(300282) , Xueda (Xiamen) Education Technology Group Co.Ltd(000526) and other increases were ahead.
In terms of news, vocational education has become a hot topic at the recent local two sessions. Combined with the opinions on promoting the high-quality development of Modern Vocational Education issued last year, industry insiders believe that the intensive promulgation and discussion of policies indicates that the development of Vocational Education in China will usher in a new spring.
The recent research reports of Huatai Securities Co.Ltd(601688) , Huaxi Securities Co.Ltd(002926) and Wanlian securities all mentioned the layout opportunities of education stocks. Wanlian securities mentioned that the focus of education is on the norms of after-school training and vocational education, and advocates that heroes are not only based on achievements. The Ministry of education proposed to standardize the management of non subject after-school training and moderately expand the enrollment scale of secondary and higher vocational colleges in some fields. It is suggested to pay attention to the education companies that promote the development of educational technology, deeply cultivate the sub track of quality education and vocational education.
A shares of Hong Kong stocks and manganese metal concept stocks strengthened
Today, manganese metal, as a raw material for batteries, is on fire, and A-share manganese metal concept stocks in Hong Kong stocks are stronger.
As of the closing of a shares, A-Shares Xiangtan Electrochemical Scientific Co.Ltd(002125) rose by the limit and Guizhou Redstar Developing Co.Ltd(600367) rose by more than 6%. Hong Kong shares of Southern manganese industry rose more than 20%.
Industry insiders believe that recently, the national development and Reform Commission and the Energy Bureau issued the implementation plan for the development of new energy storage in the 14th five year plan, which proposed to promote the development of diversified technologies. After the introduction of the new energy storage development policy, the funds began to be arranged in depth, and the whole industrial chain is expected to benefit significantly.
institutions shout “electronic bull” and “Hong Kong stock repair”
In terms of recent market performance, A-share hot spots are scattered and sector rotation is intensified. Soochow Securities Co.Ltd(601555) believes that the speed of style switching may be accelerated in the near future, and the adjustment speed of weighted varieties with large increase in the early stage and high valuation may be improved. In terms of operation, investors can maintain medium and low positions, choose hot varieties with good growth for short-term trading, and choose the opportunity to increase their positions after the market leaves the downward channel.
Combing the Institutional Research Report, it is found that many institutions have a bullish voice on the trend of science and technology stocks and Hong Kong stocks.
Minsheng securities, Guosheng securities, Tianfeng Securities Co.Ltd(601162) , Guosen Securities Co.Ltd(002736) and other securities companies mentioned investment opportunities in the electronic sector. Among them, Minsheng securities clearly shouted “although the electronic fluctuation is large, it is still a long bull sector.” The agency combed the main line of investment in the electronics sector and said that for a long time, electronics has been an important institutional allocation sector: in the early stage, the electronics sector was dominated by consumer electronics, and apple chain company bloomed; Then semiconductor companies relay consumer electronics to become the main line of investment.
Cinda securities and Citic Securities Company Limited(600030) are particularly optimistic about the repair market of Hong Kong stocks. Citic Securities Company Limited(600030) said that recently, the two heavyweight sectors of the Internet and real estate are still under pressure in the short term, but the market may be “overly worried”. Historically, Hong Kong stocks were indeed affected by geopolitical risks, but the duration was short and the risks were relatively controllable. On the whole, after the elimination of external risks, it is still optimistic that the Hong Kong stock market will usher in an annual valuation repair of 20% from the second quarter.
