Today (March 7), the three major indexes fell collectively. The gem index fell by more than 4%, the largest one-day decline in nearly a year. Individual stocks also fell in a large area, with nearly 3800 stocks floating green. However, baby concept stocks rose today against the trend, with the top gaingaingaingaingaingaingaingaingaingainers in the sectors of care services, the concept of three fetfetconcept, and assisted reproduction. Individual stocks also set off a wave of price limits. Among them, Zhejiang Cayi Vacuum Container Co.Ltd(301004) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ increased by more than 10%.
the hot spots of the two sessions are frequent, and the organization gives policy keywords
The concept of infant and child has strengthened recently, benefiting from the continuous positive policy. The government work report recently proposed to improve the supporting measures of the three child fertility policy, include the care expenses of infants under the age of 3 into the special additional deduction of personal income tax, and develop inclusive childcare services to reduce the burden of family rearing. In addition, a number of representatives of the two sessions also proposed to promote fertility recently. Some representatives said that they proposed to significantly increase the threshold of individual income tax for families with more than three children, and provide birth subsidies per person per month from the third child until the child reaches adulthood.
At present, the two sessions are being held. In addition to the concept of baby and child, many market hotspots have also become hot topics. Anxin securities summarized the ten key words of the policy focus direction covered in the government work report of the two sessions, manufacturing : specialization, innovation, medium and high-end emerging industries : digital economy, integrated circuit, industrial Internet supply chain security : Food and energy security and stable price level Rural Revitalization : Seed Industry and modern agriculture consumption : new energy vehicles, green smart appliances infrastructure construction : pipeline network renewal and reconstruction, old community reconstruction carbon neutralization : solar energy consumption (energy storage), energy conservation and carbon reduction in traditional industries educational equity : burden reduction of compulsory education spiritual culture : National Fitness real estate : urban construction and affordable housing construction.
For the topics that can be concerned in the market of the two sessions, YueKai Securities believes that generally, the performance of the industry during the two sessions is closely related to the policy direction, and the policy boost is not only a positive catalyst for the relevant sectors in the short term. From the industry sectors highlighted in this year’s government work report, we can try to pry into the deductive direction of the market. It would be a balanced allocation for investors to make a balanced allocation, grasp the two sessions, and focus on the two sessions. It would suggest that investors make a balanced allocation, grasp the two sessions, and focus on the \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\specializein Texin and other investment opportunities.
the first quarterly report is coming. What areas can you focus on
Since the two sessions (closing on March 7), A-Shares have performed poorly. Among them, the gem index has fallen by more than 5%, and the market has gradually begun to pay attention to how the market goes after the two sessions. According to the data of YueKai Securities Research Report, through statistics, the Shanghai stock index rose or fell in the month after the national two sessions in the past 20 years. Although the rise probability was less than that in the month before the two sessions, it rose by a large margin. From the rise and fall of various style indexes after the two sessions, consumption and stability dominated, and the growth style rose at the bottom, Compared with before the two sessions, there was an obvious style switching .
In addition, listed companies will also announce their first quarter results next month China Securities Co.Ltd(601066) Securities believes that A shares will be expected at the next time node or the upcoming quarterly market . Over the past 15 years, the market performance before and after the disclosure period of the first quarterly report has been strong. At the same time, there is a certain positive correlation between the growth performance of the first quarterly report and the rise and fall performance in the first quarterly report. Looking forward to the possible first quarter market 3 in the middle and late of 3, we should pay attention to winning with quality and optimize the segments with high prosperity and expected to exceed expectations. Focus on:
1) some cycle products ;
2) bank , which took the lead in the first quarter of the steady growth sector;
3) in the growth sector, photovoltaic modules / IGBT and semiconductor materials / CXO / military upstream / diaphragm and power battery leader / Gigabit broadband and so on, which still maintained a high boom in the first quarter and had no obvious damage to profitability;
4) railway / thermal power etc. whose performance was significantly damaged last year and expected to recover in the first quarter.
