Xinhua Finance and economics, Beijing, February 23 – the stock indexes of Shenzhen and Shanghai have been adjusted in the overseas market, the situation between Russia and Ukraine is tense, Hebei plans to promote the construction of 262 key energy projects, the “14th five year plan” of Shenzhen national high tech Zone and the “Civil Aviation development plan of Guangxi Zhuang Autonomous Region (2021-2035)” have been printed and issued, and the net capital inflow to the north is 1.422 billion yuan, Under the influence and stimulation of “general rise + sharp rise + sharp rise” reappeared by the vast majority of industry segmentation indexes, they closed high, opened high and took the positive line of large-scale attack. In order to adjust the multi head counterattack in the end area of the wave, it is a positive signal for Lido to change the direction of the trend.
From the perspective of the Shanghai stock index, opening high and going high to attack the positive line, forming the reverse package of yesterday’s negative line. With the upward movement of the daily MACD index Jincha, it is expected that there will still be high inertia before testing 3500 points in the small cycle; The gem index reversed yesterday’s adjustment negative line, and the large-scale positive line reversed the two adjustment negative lines. In combination with the upward structure of the golden fork of the MACD index, it is expected to test and break through 3000 points of kinetic energy and potential energy in the future market; Combined with the operation of the Shenzhen Component Index’s upward attack positive line breaking through the 20th line and the large-scale rise of the science and innovation 50 index, it is expected that there will be repeated shocks in a small cycle or due to disturbance factors, but there is still room for future upward attack from the perspective of trend structure.
From the panel mouth, organic silicon, lithography machine, gallium nitride, fluorine concept, automobile chip, semiconductor, supercapacitor, OLED, electrolyte, PVDF, tire pressure monitoring, Hongmeng, wireless headset, driverless, automobile electronics, green lighting, hjt battery, industrial mother machine, superconductivity, phosphorus concept, satellite navigation, national defense and military industry, charging pile, new energy vehicle, electrical instrument, aviation Components, mineral products, electrical equipment, chemical industry, general machinery and other sectors led the rise, with large-scale net capital inflow, with an average volatility of more than 3%, forming a strong positive long guidance and drive for the three indexes. Combined with the long short energy ratio, 133 stocks rose by more than 9%, 480 stocks rose by more than 5%, 259 stocks rose by more than 3%, 10 stocks fell by more than 9%, 42 stocks fell by more than 5% and 124 stocks fell by more than 3%. It is expected that the volume of the main line of scientific and technological innovation growth will soar, which will form a demonstration effect from point to area, And form the upward expansion of the periodic premium space of the index and individual stocks. Among them, the main growth lines with good expected performance growth, such as semiconductors with sharp performance growth, lithium extraction from salt lakes with soaring prices, hot pharmaceutical intermediates, new infrastructure driven by strong policies, are all good tracks and opportunities for us to strategically bargain hunting configuration!!
On the news, Russia stressed the importance of obtaining “affordable and sustainable” modern energy, will improve infrastructure, increase investment in natural gas, and continue to supply natural gas to the world market without interruption. The US Treasury Department will sanction the Russian Foreign Economic Bank (vnesheconombank) and Industrial Communications Bank (PSB) and their 42 subsidiaries, covering finance, electronic components, coal mines, real estate, etc., and impose sanctions on influential Russians and their family members in Putin’s network. Canada announced the first round of sanctions against Russia, banning Canadians from buying Russian sovereign debt and imposing sanctions on Russian banks supported by two countries; Canadians are prohibited from carrying out any financial transactions with Donetsk and Lugansk, and sanctions are imposed on members of the Russian Duma who voted to recognize the independence of the two regions. On the Chinese side, the CPC Central Committee and the State Council have issued opinions on the key work of comprehensively promoting rural revitalization in 2022, vigorously promote the tackling of key agricultural core technologies such as seed sources, promote the construction of national major innovation platforms in the field of seed industry, start major agricultural biological breeding projects, implement the systems of “showing leadership” and “linkage between ministries and provinces”, and strengthen the construction of modern agricultural industrial technology system; Implement the seed law, implement the system of substantive derived varieties, strengthen the protection of intellectual property rights in the seed industry, and severely crack down on illegal and criminal acts such as license infringement according to law; Improve the R & D and application level of agricultural machinery and equipment, strengthen the collaborative research on the engineering of agricultural machinery and equipment, accelerate the R & D and manufacturing of high-power machinery, small machinery for hilly and mountainous areas and facility horticulture, and high-end intelligent machinery, and incorporate them into the national key R & D plan for long-term and stable support; We will implement the subsidy policy for the purchase and application of agricultural machinery, promote the import and export of subsidized machines and tools, optimize machines and subsidies, and focus on supporting agricultural machinery such as grain drying, crawler operation, strip compound planting of corn and soybean, and rapeseed harvest. The national development and Reform Commission stressed that efforts should be made to expand accurate and effective investment, avoid flood irrigation, avoid rushing into mass action, and prevent new redundant construction and overcapacity; Actively promote the implementation of major national plans, guide and promote local governments to strengthen the guarantee of key project elements, and strengthen the preliminary work for major projects determined in the 14th five year plan and major industrial projects determined in the regional major strategic plan, so as to start construction as soon as possible and form physical quantity as soon as possible; In combination with the requirements of high-end, intelligent and green industrial development, reserve major projects, promote the steady growth of industrial investment and structural optimization, and promote the steady growth of industrial economy; No. 1 Central Document No. 1 migrant workers in 2022 should vigorously promote the construction of digital villages, strengthen the construction of rural information infrastructure, promote the development of Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) , strengthen the training of digital literacy and skills, promote the extension of Internet plus government services to the countryside, implement various policies for stabilizing migrant workers’ employment and promote the construction of entrepreneurial parks returning home to rural areas. Reasonably guide flexible employment migrant workers to participate in basic medical insurance for employees and basic endowment insurance for urban employees as required. It is expected that the periodic adjustment of the stock indexes of Shenzhen and Shanghai, which have reached the important value center, may have the demand of range shock and bottom grinding. However, in the case of enthusiastic buying of local structural opportunities, investors should actively grasp the investment opportunities of the upward core track of the boom cycle, To prevent the risk of hollowing out at the bottom.
The author believes that the Ministry of industry and information technology has earnestly implemented the policies to help enterprises rescue, such as fiscal taxes, financial credit, ensuring supply and stabilizing prices, made great efforts to maintain the stability of the industrial chain supply chain, focused on key areas and key links, broke through bottleneck constraints, cultivated long board industry, and made great efforts to build an independent, controllable, safe and reliable industrial chain supply chain; The Ministry of ecology and environment stressed that the 14th five year plan will accelerate the optimization and adjustment of industry, energy and transportation structure, adhere to the improvement of ecological environment quality as the core, and strengthen the overall planning of “three water”, land and sea, pollution reduction and capacity increase; Combined with 4615 listed companies in Shanghai and Shenzhen stock markets, with a total market value of 91.6 trillion yuan, including more than 70% of China’s top 500 enterprises, the total market value of listed companies ranks second in the world, and the proportion of share pledge market value in the whole market has been reduced from nearly 12% at the peak to less than 5% at present. The data with stronger ability to resist risks clearly defines the core track represented by scientific and technological innovation, It is expected to maintain a good shock upward trend and deduce the high probability of the main rising market under the resonance of factors such as the continuous increase of favorable policies, the large-scale inflow of funds, the acceleration of domestic substitution, the high prosperity of the business cycle, and the double growth of the revenue and net profit of listed companies. In view of this, it is recommended that secondary market investors actively grasp the core benefit sectors such as new infrastructure, lithium batteries, semiconductors, components, lithography, MCU chips, new materials, data center, industrial mainframe, 5g, artificial intelligence, Internet of things, quantum technology, aviation, metauniverse, communication equipment, new energy vehicles, it equipment, UHV, industrial Internet and new energy, When the technology of relevant leading targets is adjusted to an important supporting position, the bargain hunting layout should be that the opportunities outweigh the risks. (Zhang Cuixia, chief investment adviser of Jufeng investment)
Attachment: daily analysis diagram of different indexes
(daily analysis diagram of Shanghai stock index 2022-2-23)
(daily analysis diagram of gem index 2022-2-23)
Editor: Mu Hao
