I. disk view
The periphery rose sharply, the index opened slightly higher, and it was dominated by shock in the morning, but there was even a large correction in the morning. However, the atmosphere gradually warmed up in the late trading. The three indexes collectively turned red. On the disk, the planting industry, covid-19 treatment and building energy conservation rose one after another, and the recovery concept was realized. The decline list was mainly concentrated in heavyweight stocks such as securities and banks. Technically, after the continuous rise of the index, there was a correction expectation, However, the market is obviously stronger than expected. The correction is completed in the session, the late session is directly reversed, and it is expected to continue to rise in the later stage.
The rise of covid-19 treatment has gradually formed a consensus, which was led by the leader China Meheco Group Co.Ltd(600056) and went hand in hand in several lines: Pfizer operators, Pfizer suppliers, MPP approved enterprises and enterprises related to traditional Chinese medicine treatment. The multi-point resonance sector has gone through a wave of sharp rise again. It is really unknown how far the road behind is, but under the severe situation of the epidemic, there will be funds constantly trying and error, and the sector is easy to rise but difficult to fall.
There are two logics for the collective rise of the planting industry: the situation in Russia and Ukraine has led to the rise of global Shenzhen Agricultural Products Group Co.Ltd(000061) prices, which originally had no great impact on China, but when it comes to the epidemic, and now it is the spring ploughing period, the upper level has made clear its attitude, epidemic prevention and control, and the transportation of agricultural materials cannot be blocked. It can be seen how much attention agriculture pays, but it is hard to say whether it can rise continuously.
As for the concept of NMN and building energy conservation, one is the new news and the other is the differences after the surge. It can be said that today’s capital attack points are a little short-term, and the attack mood is not very strong. In the later stage, we should also properly do a good job in the strategies of attack and defense at both ends.
Hexin’s view: the market has been waiting for a wave of correction, which has been completed in the session today, but it’s hard to say whether the market recognizes it or not. After all, although the index adjustment has been completed, the leading sector has not appeared, which brings invisible risks to the later rise. We should be optimistic and take precautions in operation. After the formation of market consensus, we should move forward boldly.
II. message
1. Volkswagen China plans to establish a joint venture with Zhejiang Huayou Cobalt Co.Ltd(603799) , Qingshan group to lay out the supply chain of battery raw materials
Volkswagen Group (China) announced that it has signed two memorandums of understanding on strategic cooperation with Zhejiang Huayou Cobalt Co.Ltd(603799) and Qingshan group, and plans to establish a joint venture with the latter in Indonesia and Guangxi respectively, so as to further consolidate its position in China’s battery value chain. Among them, the total capacity of raw materials of the planned three party Indonesian joint venture can meet the supply of nickel and cobalt raw materials required by 160gwh; The Guangxi joint venture company proposed to be established with Zhejiang Huayou Cobalt Co.Ltd(603799) will be specialized in refining nickel and cobalt sulfate, precursor processing and cathode material production, so as to help Volkswagen further optimize the battery cost.
2. Russian congressman: the deputy commander of the Russian Black Sea Fleet was killed in the battle of Mariupol
The Russian Federation Council, a member of the upper house of Parliament and the mayor of Sevastopol said on the 20th that Andrei Nikolayevich Pali, deputy commander of the Russian Black Sea fleet, was killed in the battle in Mariupol. It is one of the strategic targets of the Ukrainian army in the southeast. Russia announced that it plans to open a humanitarian passage in Mariupol on the 21st, and called on the Ukrainian army to lay down their weapons. Deputy Prime Minister Irina veleshuk said that Ukraine would not surrender if it did not accept the “ultimatum”.
