Market Overview
On Wednesday, Shanghai and Shenzhen markets fluctuated upward, led by food and beverage, electronics, national defense and military industry, computers and power equipment. Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) limit, Luzhou Laojiao Co.Ltd(000568) , Wuliangye Yibin Co.Ltd(000858) etc. rose sharply, and Kweichow Moutai Co.Ltd(600519) broke through the 2000 yuan mark. Recently, the Baijiu industry will enter the period of information intensive release. Moutai, Wuliangye Yibin Co.Ltd(000858) , Jiugui Liquor Co.Ltd(000799) , sacrifice and Jiannanchun have begun to release positive signals.
The military industry sector rose, and more than 10 shares rose sharply, such as North Chemical Industries Co.Ltd(002246) , Yunnan Xiyi Industrial Co.Ltd(002265) , Aerosun Corporation(600501) , Shenzhen Envicool Technology Co.Ltd(002837) , Sichuan Chengfei Integration Technology Corp.Ltd(002190) , Castech Inc(002222) , Shenzhen Roadrover Technology Co.Ltd(002813) , Baota Industry Co.Ltd(000595) , Kuang-Chi Technologies Co.Ltd(002625) . At present, the military industry sector is at the key node of the diffusion from local prosperity to overall prosperity. The performance acceleration inflection point of middle and downstream companies is expected to come, the valuation is expected to be fully digested by the performance release, has high cost performance, and continues to be optimistic about the cross year market of the sector.
In terms of the overall market, under the background of stable growth and risk prevention, the real estate policy constraints are expected to usher in marginal easing. Under the tone of expanding domestic demand, pay attention to the relative benefits of fully adjusted consumer sectors, banks, non bank finance and other sectors.
