p align = “center” market interpretation
Today, affected by the periphery, the two cities opened low, but then there was some repair. Recently, we have always stressed that Russia and Ukraine have less and less impact on the market. With the market breaking through the downward trend line, the double bottom has basically formed, but the trading volume is insufficient, and the short-term light index weighs individual stocks.
At the capital level, since the adjustment in January, profit taking and net worth decline have generally occurred in institutions, which is a major factor to suppress the continuous rebound of the market. This week will enter the time of the two sessions. Under the background of maintaining stability, there will be support for the mood of market themes, such as pension, seed industry, consumption and photovoltaic and lithium in the track are more active themes in the near future. The two sessions are expected to have the opportunity to participate in the marketP align = “center” market hot spot – big consumption
At present, there is great macroeconomic uncertainty, and the direction of product price rise is easier to attract the favor of large funds.
Chongqing Fuling Zhacai Group Co.Ltd(002507) released the performance express, which raised the price in the fourth quarter. In 2021, the company achieved a revenue of 2.52 billion yuan, a year-on-year increase of 10.8%; The net profit attributable to the parent company was 740 million yuan, a year-on-year decrease of 4.53%, of which the revenue in the fourth quarter of 2021 was 563 million yuan, a year-on-year increase of 18.74%; The net profit was 238 million yuan, a year-on-year increase of 45.7%, and the performance increased significantly.
Last year, the price of food and beverage sector increased to varying degrees, and the performance began to be released and cashed gradually. Pay due attention to the price rise trend of other products in the fourth quarter.
In addition, for the first time this year, the purchase and storage of pork was launched. According to huachu.com, the first batch of bidding transactions for the purchase and storage of frozen pork in the central reserve in 2022 totaled 40000 tons, which were carried out on March 3 and March 4, 2022 respectively.
In view of the excessive fluctuation of pork in a short time, the State Council recently issued the “14th five year plan for promoting agricultural and rural modernization”, which emphasizes that we should improve the long-term mechanism for the stable and orderly development of the pig industry, promote standardized large-scale breeding, stabilize the pork production capacity at about 55 million tons, and prevent the ups and downs of production.
As the meeting approaches, the market is expected to introduce key policies on large consumption, childbirth, pension and other issues, and the performance improvement + policy is expected to boost the repair of the consumption sector.
main trends
(risk warning: there are risks in the stock market, so investment should be cautious. The above contents are only for investors’ reference and are not used as the basis for investment decision-making.)
