1. Theme of pneumonia
Driving event: the Standing Committee of the Political Bureau of the CPC Central Committee proposed to improve the level of scientific and accurate prevention and control, continuously optimize epidemic prevention and control measures, and strengthen scientific and technological research and development of vaccines, rapid detection reagents and drug research and development, so as to make the prevention and control work more targeted. We should maintain strategic concentration, strive for progress while maintaining stability, and coordinate epidemic prevention and control and economic and social development. Related stocks: Watson ( Walvax Biotechnology Co.Ltd(300142) ), Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) ( Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) )
2. Real estate
Driving events: since April 2021, second-hand housing transactions in Shenzhen have declined rapidly, and market expectations have also weakened. In February, affected by the Spring Festival holiday and the epidemic, the turnover of second-hand houses in Shenzhen fell below 1000, a record low, down nearly 80% year-on-year. Although the current policy positive signals continue to be released, the Shenzhen market has not shown obvious signs of recovery. Related stocks: Hangzhou Binjiang Real Estate Group Co.Ltd(002244) ( Hangzhou Binjiang Real Estate Group Co.Ltd(002244) ), Seazen Holdings Co.Ltd(601155) ( Seazen Holdings Co.Ltd(601155) )
3. Network security
Driving events: the national network information office deployed and implemented a series of special actions of “Qinglang” in 2022 to rectify the chaos of application information services, standardize the network communication order, comprehensively manage the algorithm, rectify the network environment of the Spring Festival, crack down on traffic fraud, black public relations, network water army, and Internet user account operation. Related stocks: Beijing Watertek Information Technology Co.Ltd(300324) ( Beijing Watertek Information Technology Co.Ltd(300324) ), Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298) ( Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298) )
4. Fuel cell
Driving events: according to the authoritative report, the installed capacity of China’s fuel cell system in February was 11.5mw, a year-on-year increase of 127%; In the first two months, the cumulative installed capacity of fuel cell system increased by 120.7% year-on-year, and the cumulative value reached a new high year-on-year. The supporting high-power system has an obvious upward trend, which is in line with the development path of fuel cell technology. Related stocks: Liaoning Energy Industry Co.Ltd(600758) ( Liaoning Energy Industry Co.Ltd(600758) ), Anhui Quanchai Engine Co.Ltd(600218) ( Anhui Quanchai Engine Co.Ltd(600218) )
