On Thursday, the A-share market showed a trend of shock and differentiation. The main line of new infrastructure represented by Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) (601669) showed a strong recovery trend, which made the market sentiment recover. The varieties that fell sharply in the early stage showed a trend of self-help, such as rare earth permanent magnet material plate, automobile intelligent plate, etc.
It seems that the worst time point of the short-term A-share market has gradually moved away, and the expectation of comprehensive recovery is gradually increasing.
steady growth is expected to rise
The continuous decline of the main line of photovoltaic and other new energy power industries in the near future has made various funds in the A-share market have different cognition and expression of the goal of double carbon industry. In this process, the industrial goal of steady growth has gradually become the consensus of market participants, the expectation of steady growth began to heat up, and all funds began to re-examine the investment opportunities of the main line of steady growth benefits.
Reflected in the disk, first, the relevant stocks in the core links of infrastructure such as cement are actively increasing their positions, and leading varieties such as Anhui Conch Cement Company Limited(600585) (600585) gradually have the K-line form of bottom reversal. Second, architectural design industry stocks represented by China Energy Engineering Corporation Limited(601868) (601868) began to rebound in large quantities. As the industrial link of architectural design is also consistent with the industrial direction of new infrastructure, especially new energy construction (including wind farm, photovoltaic and pumped storage power station), such stocks are expected to usher in a new era, that is, on the one hand, the prospect of sustained performance growth brought by the continuous growth of orders, On the other hand, it obtains the momentum of valuation improvement because it is in line with the direction of the new energy industry. Therefore, such stocks are more suitable to be recognized by the market, and their future stock price performance is more worthy of expectation, which may also be the direct driving force for Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) (601669) to impact the daily limit.
self rescue range is expected to expand
This trend means that the stock funds in the medium and short-term A-share market have not lost their fighting spirit due to the adjustment and decline in the previous trading days. On the contrary, with the downward shift of the center of gravity of the index and the decrease of the valuation data after the sharp decline of core track stocks, they saw the gradual improvement of the cost performance of a shares. Therefore, some institutional funds with lower positions began to look for new investment directions and actively increase their positions. The first direction is to follow the direction of future industrial policy, which is the main benefit line of steady growth mentioned above. The second is the core track stock varieties with improved cost performance after the sharp decline, practicing the operation strategy of low undertaking. At the same time, some institutional funds adhering to the core track stocks also began to produce self rescue.
At present, there are two types of stocks with strong willingness to save themselves. First, the pharmaceutical sector includes not only the varieties of traditional Chinese medicine, but also some consumables and special drugs (including anesthetics, nuclear drugs, inspection medical devices, etc.) that are not affected by centralized purchase, such as Humanwell Healthcare (Group) Co.Ltd(600079) (600079), Yantai Dongcheng Biochemicals Co.Ltd(002675) (002675), Well Lead Medical Co.Ltd(603309) (603309), Shanghai Kindly Enterprises Development Group Co.Ltd(603987) (603987), which are more prominent on Thursday.
The second is the main benefit line of energy saving, automobile electrification and intelligence corresponding to rare earth permanent magnet materials. Rare earth permanent magnet materials stocks represented by Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) (000970), Jl Mag Rare-Earth Co.Ltd(300748) (300748) and Earth-Panda Advanced Magnetic Material Co.Ltd(688077) (688077) have recently announced the forecast of substantial growth in 2021, indicating that the industry boom of this sector is very high, which highlights or supports the high boom of the whole automobile electrification and intelligent industry chain. After all, the downstream demand increment fields of rare earth permanent magnet materials are mainly automobile electrification and intelligence. Therefore, the scope of self rescue began to expand and the environment of the whole A-share gradually improved.
From this point of view, although the A-share market continued to decline in the past few trading days and the market sentiment was affected to a certain extent, with the steady growth on Thursday, the main line benefited from the strong rise, which stabilized the morale, gradually increased the operation of production self rescue, and continuously expanded the scope of industries involved, which was conducive to the further recovery of the A-share market sentiment, It is conducive to the comprehensive recovery of the short-term A-share market. Therefore, the follow-up trend can be relatively positive. In the direction, it is still appropriate to track the varieties benefiting from industrial policies and the leading varieties of high boom industries with significant performance growth.
(surging News)
