today’s disk
Today, the Shanghai and Shenzhen stock markets showed a shock adjustment pattern as a whole. The three major indexes rebounded slightly in early trading, then fluctuated lower, and the whole line refreshed the recent low, with an obvious weak pattern. As of the issuance of the document, the Shanghai Composite Index and the gem index fell by more than 1%, and the Shenzhen Component Index fell by more than 2%.
From the industry sector growth ranking, only the eastern digital Western computing, Jingdong finance, Shangtang concept and photovoltaic equipment sector led the rise, while the Sino Russian trade concept, assisted reproduction, covid-19 drugs, hair medicine, mining industry, transgenic, pharmaceutical commerce, baby concept, traditional Chinese medicine and other sectors led the decline. As of the time of posting, the number of gainers is only more than 400, while the number of losers is more than 4300. The profit-making effect is very poor. Northbound funds sold a net 3.4 billion.
message interpretation
The report of the draft national economic and social development plan in 2022 points out that we should promote the reform of the formation mechanism of on grid electricity price for gas-fired power generation and nuclear power. China’s China’s one belt, one road, is also the most realistic choice for the Wan Gang to solve its economic and social development and energy demand contradictions. His proposal hopes that the national level can strengthen overall coordination, introduce nuclear power export financing policies and strengthen publicity in international organizations and international activities, so as to enhance the popularity and competitiveness of China National Nuclear Power Co.Ltd(601985) . With nuclear power as the link, build a community with a shared future for mankind in the field of energy.
According to the annual development and Prospect of China’s nuclear energy (2020) released by the China Nuclear Energy Industry Association, it is estimated that by 2025, China National Nuclear Power Co.Ltd(601985) in transit and installed capacity will reach 70gw and 30GW under construction, corresponding to about 5-6 new units approved in the 14th five year plan, bringing about 120 billion yuan / year of market space
Therefore, in the medium term, the nuclear power industry will fully benefit from the continuous expansion of market space, with obvious space in the future. The segmentation leader in this field deserves attention.
should on strategy and focus
The market as a whole is still in a depressed state and is still affected by short-term sentiment. The current position is still to control the position and wait for the opportunity after the sentiment warms up. In the medium term, the late rebound of the market under the background of steady growth is still worthy of attention. Once the external factors are alleviated, A-Shares should also have a strong repair trend. At the technical level, at present, several major indexes have fallen below the previous low and completed a large decline structure. It is expected to rebound after the deviation from the end of the daily level. Therefore, it is not recommended to cut meat blindly in the current position, control positions and wait for the opportunity to increase positions in the later stage.
