brief description of disk
On Wednesday, A-Shares rebounded in shock, and the gem rose 2%, leading the two cities. On the disk, electronic chemicals, semiconductors, education, photovoltaic equipment, batteries, wind power equipment, chemical fertilizers, rubber products, electronic components, chemical pharmaceuticals, pesticides and veterinary drugs, cultural media, energy metals and non-metallic materials led the increase; Coal, precious metals, mining, petroleum, engineering construction, jewelry, gas, agriculture, animal husbandry, fishery, banking and other industries. In terms of theme stocks, photoresist, SMIC concept, IGBT concept, radio and television, automobile chip, vocational education and third-generation semiconductor led the rise, while GM, oil price related, combustible ice, chicken concept, lease and sale right, sponge City, oil and gas equipment and services, pork concept and other concepts made a slight correction.
message plane
affordable rental housing welcomes the policy of "warm wind" and 2.4 million "incremental" houses, or stimulate the investment of 300 billion yuan
Since the beginning of the year, at least five provinces and one municipality directly under the central government have issued policy documents on affordable rental housing. Based on the information learned from the National Conference on housing and urban rural construction held in January, the Ministry of housing and urban rural development will continue to vigorously increase the supply of affordable rental housing in 2022, focusing on large cities with net population inflow, and raise 2.4 million affordable rental housing throughout the year. Huang Hui, a senior analyst at the shell Research Institute, predicts that this part of the increment alone will boost the investment in real estate development by nearly 300 billion yuan.
2022 No. 1 central document issued! Vigorously promote the construction of digital countryside and fully implement the action plan for the revitalization of seed industry
In February 22nd, the CPC Central Committee and the State Council made the suggestions on promoting the key work of Rural Revitalization in 2022, that is, the No. 1 central document issued in 2022. This is the No. 1 Central Document No. nineteenth since twenty-first Century guiding the work of agriculture, rural areas and farmers.
the national development and Reform Commission and the National Energy Administration held a meeting to study and deploy further efforts to stabilize coal prices
On February 22, the national development and Reform Commission and the National Energy Administration jointly organized a meeting of Shanxi, Shaanxi and Inner Mongolia coal authorities, some port enterprises and coal price index institutions to analyze the current coal market price, study and standardize the sampling and release of coal price index and stabilize the market coal price, and make arrangements for further ensuring the supply and price stability of coal.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the liquidity at the macro level has been gradually improved, and the central bank has continuously cut reserve requirements and interest rates to release liquidity, indicating that the policy bottom has appeared; The medium-term market is expected to rise, but the construction of the market bottom is more complex and there is a time lag between the market bottom and the policy bottom. We should be more patient.
Pre market judgment: European and American stock markets adjusted overnight, but the impact of short-term tension in Ukraine has gradually weakened, with gold and crude oil rising and falling; Yesterday's No. 1 central document released after the launch, digital village construction, seed industry revitalization and other topics will receive financial attention, A shares are expected to rebound.
Today, the central bank conducted a 7-day reverse repurchase operation of 200 billion yuan, and the bid winning interest rate was 2.10%, which was the same as before. Under the influence of multiple factors, the three major A-share indexes collectively opened higher, with the Shanghai index rising by 0.04%, the Shenzhen composite index rising by 0.17%, the gem index rising by 0.16%, and the concepts of digital village and computing power opening actively.
After the opening, semiconductor, lithium battery, photovoltaic, wind power and other track stocks rose in an all-round way, leading the two cities. The gem index recovered 2800 points in one fell swoop, and the Shanghai index rebounded simultaneously. However, the agriculture, animal husbandry, feeding and fishery sector with favorable support opened higher and went lower, and the recent hot sectors such as oil, coal and infrastructure have ebbed. The market is still a structural market. The concept of counting East and West, which has been rising sharply for three days, continues to rise, but the strength has been greatly weakened. Pay attention to dropping bags in time. For the oversold rebound market, we should lower our expectations. If the rebound is unlimited, we should still pay attention to the risk of decline.
Investment suggestions:
Before the Spring Festival, A-Shares were corrected continuously, and the overvalued track stocks and growth stocks were significantly adjusted. The undervalued blue chips reflected a certain degree of defensive. After the Spring Festival, the market liquidity will be improved, and the spring offensive will be officially launched. In the initial stage, it will still be a structural market, with value and growth one after another. In the short term, it is recommended to allocate secondary new shares with high growth and oversold in the annual report. We can pay attention to bargain hunting for the theme of infrastructure, but there is no need to chase up.
