today's disk
Today, the Shanghai and Shenzhen stock markets showed a shock adjustment pattern as a whole. The three indexes rebounded upward after opening low, but their resilience was weak. They basically fluctuated underwater. After barely turning red, the gem index also fell down again. As of the issuance of the document, the three major indexes have all been green.
In terms of industry sector growth ranking, pharmaceutical business, nuclear pollution prevention and control, assisted reproduction, coal industry, vaccine cold chain, covid-19 drugs, chemical pharmaceuticals, semiconductors, chicken concept and other sectors led the rise, while mining industry, oil and gas equipment, combustible ice, shale gas, stone oil industry, Eastern digital Western computing, cross-border payment, skimming and diamond, gas, geothermal energy Engineering construction and other sectors led the decline. As of the time of posting, there were more than 1400 gainers and more than 3200 losers, with poor profit-making effect. The net purchase of northbound funds was nearly 1 billion.
message interpretation
Recently, the National Energy Administration held a video conference on the analysis of renewable energy development and construction in February. The meeting pointed out that all localities should earnestly implement the relevant national arrangements for the construction of large-scale wind power photovoltaic bases focusing on deserts, Gobi and desert areas, actively promote the construction of base projects, increase project reserves, pay close attention to the implementation of industrial policy documents, and give full play to the role of monthly scheduling mechanism for the development and construction of renewable energy, Timely coordinate and solve the difficulties and problems encountered in the development and construction of wind power photovoltaic power generation, especially strengthen the construction of transmission project.
UHV has always been an important link in power grid construction, which mainly undertakes the function of long-distance low loss power transmission. After entering the 14th Five Year Plan period, inter UHV can solve the problem of clean energy power transmission and consumption in the three northern regions, and the construction certainty is further improved.
Therefore, as a subdivided field of new infrastructure, the development of UHV is accelerating, and from the perspective of policy, the good news of UHV construction has continued since 2022, far exceeding the general expectation, so this field deserves attention.
should on strategy and focus
After the index makes up the gap upward, it retreats again. The overall trend is still volatile. When it rebounds in the morning, the volume energy is still shrinking, and the volume price relationship is relatively poor, indicating that the capital sentiment is still relatively low. Therefore, it is recommended to continue to control the position in this position. In terms of hot spots, the rotation of value and growth continues. It is difficult to have a unilateral short-term short-term trend under the stock capital game. Therefore, in terms of operation, we should not catch up with the short-term strong sector. With the re correction of the growth direction, bargain hunting opportunities may appear again. We can consider paying attention to the bargain hunting participation opportunities in wind power, photovoltaic and semiconductor. On the whole, the yield of us ten-year Treasury bonds began to decline significantly, and with the continuous disclosure of annual reports, the performance is also expected to form positive support, and the growth direction can continue to be paid attention to.
