body:
Yesterday, the market adjusted and fell to digest profit margins. During the day, most plates rose and fell, and there are not many plates with sustainability. After the green power sector rose sharply the day before yesterday, it fluctuated and digested profit margins yesterday; In the afternoon, the market continued to fall, but green power was relatively stronger than the market.
2、 At present, the market is in a rotating pattern. First observe the disk.
3、 Pre disk information
1) [tiktok] recently, the byte beating low profile on the line of 1 electricity providers App, this Fanno App again attacked cross-border e-commerce business.
2) [epidemic situation] the first positive case of imported Omicron was found in Guangzhou; The who said that the epidemic may peak in a few weeks and warned that the world underestimated the transmission rate of Omicron virus.
3) [network security] the pilot of data security management in the industrial field of the Ministry of industry and information technology was implemented. According to the requirements, the pilot application was completed in December 2021.
Investment strategy: as the market engine, the form of [brokerage] is reversed, and the middle line of the index is large, and the market can be expected. The regional distribution of energy in China is uneven, and UHV power grid is the core link. It is suggested to pay attention to the subdivided investment opportunities such as UHV at the transmission end.
(Tianding securities)
