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I. Market Review
Affected by the external situation, the three major indexes opened low and went low yesterday. The gem index once fell by more than two points. Although the decline was stopped at the end of the trading day, the sentiment of the whole market was not strong.
II. From the perspective of rhythm, today’s market sentiment will be repaired after the substantial release of risks yesterday, but the risk factors of external disturbance have not been really removed, and the strength and sustainability of repair need to be observed in the session.
III. today’s information
1) [agriculture] after the end of February 22, the high-level issued the No. 1 document “opinions on doing a good job in the key work of comprehensively promoting rural revitalization in 2022”: the newly proposed and emphasized include digital village, Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) and so on; (digital economy needs to ignite!)
2) [electronic certificates and licenses] after hours on February 22, the high-level printed and distributed the opinions on accelerating the expansion of application fields of electronic certificates and licenses and national mutual recognition;
3) [photovoltaic] Longji adjusts the official price of silicon wafer, 182-165 μ m6. 5 yuan / piece, up 6% from the quotation at the end of January; The silicon wafer price rise this time is mainly the conduction of the recent silicon material price rise driven by downstream demand.
Investment strategy: there was a reversal low near February 23, and there was another opportunity of low absorption in the short term; [infrastructure construction] and [Digital Economy] have shown strong leading benchmarks. On the occasion of the two sessions, it is suggested to focus on hot varieties such as infrastructure construction, digital economy and new energy.
