Market trend:
The market fluctuated throughout the day and rose slightly, continuing the rebound trend. On the disk, the agricultural sector rose sharply, and the gem stock Fujian Wanchen Biotechnology Co.Ltd(300972) rose by the limit. Pharmaceutical stocks strengthened again in the afternoon, 6 Shanxi Fenghuo Electronics Co.Ltd(000561) 4 day 11 board. The building energy-saving sector was stronger in shock and Luoyang Northglass Technology Co.Ltd(002613) 5 connected to the board. In terms of decline, financial stocks were weak throughout the day. Overall, individual stocks rose more and fell less, with more than 3100 stocks rising in the two cities. The market is still in the mode of wheel rebound, and the financial sector was obviously in the market last Friday; Today, the financial sector led the adjustment. On the news side, LPR one-year and five-year interest rates remained unchanged. On the other hand, the recent price rise news is heard everywhere, the global food crisis is hidden, and the recent trend of the anti inflation sector is significantly stronger than the market.
In terms of sectors, we will focus on tracking three sectors today:
First, the agricultural sector, today’s agricultural sector is stronger than the overall market; On the news side, the weekend news Italy slaughtered dairy cows in the fence because there was not enough feed with grain as raw materials in the upstream. With the temporary continuation of Ukraine and Russia, the food supply in some regions is obviously tight; If the imbalance between supply and demand continues, grain prices are expected to continue to rise. At present, China’s supply and demand is in tight balance; Under the background of rising prices of chemical fertilizers, China’s terminal prices are expected to rise; Second, building energy conservation. The general code for building energy conservation and renewable energy utilization will be implemented from April 1, 2022. Building energy conservation, building photovoltaic and other fields are important starting points of building energy conservation policy. Driven by the policy, there is a large space for long-term demand growth, which is expected to usher in the improvement of prosperity. At present, energy security is the top priority. In addition to strengthening the substitution of new energy, the construction industry accounts for a large proportion of energy consumption. Strengthening building energy conservation has a large market space in the future, and the future will continue to benefit; Third, the first two are mainly related to food security and energy security; The third focuses on information security, which overlaps with the digital economy sector. It mainly covers chip security, industrial software security, etc. Information security is becoming more and more important in the current information society; The pace of domestic substitution is very urgent.
Outlook:
Today, the overall strength of individual stocks in construction related fields is stronger than the general trend, and the building energy conservation sector is more active all day; In the afternoon, the performance of individual stocks in pipe network construction was stronger than that of the market; The environmental protection sector also moved up. These sectors are areas where the government guides investment; Old infrastructure is also a sharp weapon for steady growth. Meanwhile, the anti inflation sector rose sharply, and the pharmaceutical sector rebounded to a new high; The agricultural sector rose collectively. At present, the market is still the market of stock funds, and it is expected that the sector will still rebound in rotation. Investors can focus on the energy, food and information security we mentioned.
