I. disk view
The index opened slightly higher, maintained a shock in the morning and began to work slowly in the afternoon. Finally, it gradually established an advantage, rose sharply in the late trading and closed, and the building energy conservation on the disk rose sharply. The underground pipe network and breeding industry also had a strong performance. The callback sector was concentrated in the electronic ID card and science and technology field with relatively active performance in the near future. Technically, the index rose, but the volume and energy shrank significantly. The rise did not cooperate with the large volume, and it was easy to have a shock market in the later stage, Therefore, the seemingly hot market still has the risk of turbulence, but as the index enters a new box range, the callback index continues to move up, and the market is essentially low risk and great opportunity.
The sector upward attack revolves around two directions: the direction of message surface stimulation + covid-19 treatment direction.
The direction of news stimulation is divided into building energy conservation, underground pipe network and Russian Ukrainian concept.
The 14th five year plan related to building energy efficiency was released, the general rules of the industry were implemented on April 1, and the leading Zhejiang Construction Investment Group Co.Ltd(002761) continued to reach new highs. The sector position itself is relatively low. This wave of counterattack is not only strong, but also wide-ranging, and there is a great possibility of continuation.
As for the underground pipe network and the concept of Russia and Ukraine, it may be slightly weaker.
Covid-19 treatment yesterday Ningbo Menovo Pharmaceutical Co.Ltd(603538) , and China Meheco Group Co.Ltd(600056) were tested. At the same time Pku Healthcare Corp.Ltd(000788) refuted the rumor, and five Chinese enterprises approved to produce Pfizer specific drugs also refuted the rumor. There is great pressure on the sector, but the rumor refutation of the internal company just gives the driving force for the continued upward trend of the deterministic target. The sector strengthens again, and the sustainability in the later stage is still expected.
Of course, the rise of big finance is the reason for the sharp rise of the index. However, the operability of big finance is still not as good as that of the growth sector. Big finance did not rise yesterday. Today, it drives the index to continue to rush, which gives a great boost to the confidence of the market, but in the end, the real income is still the growth stocks with good performance.
Hexin’s view: the market began to rebound beyond expectations, but the technical side of this rebound index and the later market side also need to confirm that the rise of resonance between technology and the market is the final sustainability, and the way of resonance is either stepping back on support or relying on financial forced stimulation. Therefore, the opportunity and operation rhythm are very clear, and the position can also be appropriately enlarged.
II. message
1. General Administration of market supervision: during the 14th Five Year Plan period, give priority to cultivating state key laboratories in the fields of quantum metrology, innovative vaccines and biotechnology product evaluation
The General Administration of Market Supervision issued the “14th five year plan” for the development of science and technology in market supervision, which proposed that by 2025, we should strive to achieve a “zero breakthrough” in national key laboratories and national technological innovation centers, and the number of national scientific and technological innovation bases should reach 3-5. More than 60 key national market supervision laboratories and more than 20 technological innovation centers will be built. Build 10 national quality standard laboratories, build more than 30 national quality inspection centers, build more than 50 national technical standard innovation bases, more than 50 national standard verification points, add more than 10 national industrial measurement and testing centers, and reach 30 science popularization bases of the general administration. Give priority to cultivating state key laboratories in the fields of quantum metrology, innovative vaccines and biotechnology product evaluation.
2. Shanghai Customs has inspected and released the first batch of imported Pfizer covid-19 virus treatment drugs
It was learned from Shanghai customs that at 22:30 on March 17, 21200 boxes of imported covid-19 virus treatment drug “paxlovid” were inspected and released by the customs of Shanghai Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) Free Trade Zone, all import customs clearance procedures were completed and rushed to the front line of national anti epidemic. It is understood that this is the first batch of imports in China after the drug was included in the latest covid-19 pneumonia diagnosis and treatment program.
