Strategy tracking: the three indexes strengthened, led by the agriculture, forestry, animal husbandry and fishery sector

Index tracking

[Shanghai and Shenzhen composite index] Shanghai Composite Index rose 0.77% to close at 348883 points; The Shenzhen Component Index rose 0.24% to close at 1348864 points; The gem index rose 0.16% to close at 288579.

[industry tracking] industry: 24 industries rose and 6 industries fell. Among them, agriculture, forestry, animal husbandry and fishery, coal and food and beverage sectors led the increase, with increases of 3.69%, 2.60% and 2.42% respectively; Nonferrous metals, petroleum and petrochemical, basic chemical and other sectors led the decline, with a decline of – 1.89%, – 0.96% and – 0.66%.

Comments

Agriculture, forestry, animal husbandry and fishery sector led the increase. In February 28th, the official account of the WeChat public of the national development and Reform Commission announced that the NDRC would start the central frozen pork storage and storage work with the relevant departments and guide all localities to actively collect and store the reserves. In the next step, the national development and Reform Commission will continue to work with relevant departments to regulate reserves, further strengthen the collection and storage when necessary, and promote the smooth operation of the pig market. In terms of the market, the current pork price is running at a low level, with serious losses at the breeding end. The national collection and storage is expected to stimulate pork demand and stabilize pork prices. Therefore, the sector strengthened today. In terms of individual stocks, New Hope Liuhe Co.Ltd(000876) , Hunan New Wellful Co.Ltd(600975) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) and other individual stocks rose by the limit.

The food and beverage sector increased significantly. Mainly driven by the rise of the beer sector, Budweiser Asia Pacific, the leader of high-end and ultra-high-end beer, released its 2021 financial report on the 28th. The company’s revenue and profitability achieved double-digit growth year-on-year, mainly from the growth of sub high-end and high-end businesses. In addition, the current global temperature is rising, and the country is about to usher in summer. Superimposed on this year’s World Cup, it is expected to drive the demand for beer. In terms of individual stocks, Beijing Yanjing Brewery Co.Ltd(000729) , Fujian Yanjing Huiquan Brewery Co.Ltd(600573) and Tsingtao Brewery Company Limited(600600) rose by 8.31%. The tourism concept sector strengthened. Affected by the epidemic, the national tourism industry has been seriously damaged in the past two years. Recently, the national development and Reform Commission, the Ministry of finance, the Ministry of human resources and social security and other departments jointly issued several policies on promoting the recovery and development of difficult industries in the service industry to help the rapid recovery of tourism. In addition, with the rise of national temperature and the arrival of spring, tourism is expected to gradually step out of the off-season. In terms of individual stocks, Tibet Tourism Co.Ltd(600749) rose by the limit, Guilin Tourism Corporation Limited(000978) and Caesar tourism rose by 7.64% and 7.39% respectively.

Outlook

Today, the three major indexes collectively closed up, with a net inflow of 3.276 billion yuan from the north. At the news level, according to the PMI data released by the National Bureau of statistics, the manufacturing PMI was 50.2%, maintained at the boom and bust line, and the prosperity rebounded. On the whole, under the general tone of China’s “stable growth”, China’s economy is expected to be stable in 2022. Therefore, it is expected that the impact of overseas disturbances (whether the Russian Ukrainian conflict or the Fed’s interest rate hike) will gradually slow down in the future. Focus on the current appraisal and allocation of nonferrous metals in the East and West, such as the reasonable evaluation and allocation of nonferrous metals in the East and West.

Risk warning: the profit of the enterprise is less than expected; Increased volatility in overseas markets; Systemic risk

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