text:
I. Market Review
Yesterday, the three major indexes collectively fell sharply, among which the gem index fell sharply by 4.3%. Nearly 90% of the stocks in the whole market are green, and the overall mood is poor.
2. The gem index has been negative for five consecutive years, and the market has released risks continuously. After reaching the bottom again today, the mood is not pessimistic; In addition, there was a low reversal near today, and the short-term decline space is limited.
III. today's information
1) [nickel] as of the early morning of March 8, Lun nickel soared by nearly 80% during the day, closing at US $50905 / ton in the early morning, the highest level since June 2007. Shanghai nickel night trading continued to rise by 15% to close at 228810 yuan / ton The conflict between Russia and Ukraine may lead to further shortage of nickel supply and boost the price of non-ferrous metals.
2), Baijiu, Moutai released 1~2 business data, and achieved a total revenue of about 20 billion 200 million yuan during the period, up 20% from the same period last year. Net profit of about 10 billion 200 million yuan, an increase of 20% over the same period, Baijiu sector positive.
3) [phosphorus chemical] Yunnan Yuntianhua Co.Ltd(600096) company issued a performance express, and the net profit increased by 123679% year-on-year; The Hubei Xingfa Chemicals Group Co.Ltd(600141) performance of another phosphorus chemical enterprise also "burst", and the net profit of the company increased by nearly 6 times year-on-year in 2021—— The annual report performance of price rising varieties is strong.
Investment strategy: the gem will meet the low point reversal near March 8 and usher in a cheaper buying opportunity in the short term; The heavyweight [ Contemporary Amperex Technology Co.Limited(300750) ] on the growth enterprise market fell in large quantities and is about to bottom in the short term. The government work report of the two sessions exceeded expectations for policies in the fields of three children, special drugs for medicine and infrastructure pipe network, and suggested focusing on investment opportunities in the fields of three children, medicine and infrastructure.
