Market Overview
On Tuesday, the Shanghai and Shenzhen stock markets fluctuated, the real estate sector continued to exert force, and more than 10 stocks such as Yango Group Co.Ltd(000671) , China Fortune Land Development Co.Ltd(600340) etc. rose by the limit. Coal, agriculture and gold sectors continued to be strong, China Shenhua Energy Company Limited(601088) , Yankuang energy, Shanxi Coking Coal Energy Group Co.Ltd(000983) steadily increased, and the anti epidemic sector retreated sharply. Transportation equipment showed a strong performance. In the high-speed railway sector, Shenzhen Tongye Technology Co.Ltd(300960) , China High-Speed Railway Technology Co.Ltd(000008) , Zhejiang Tiantai Xianghe Industrial Co.Ltd(603500) limit rose, and in the large aircraft sector, Beijing Andawell Science& Technology Co.Ltd(300719) , Qingdao Victall Railway Co.Ltd(605001) , Tianjin Tianbao Infrastructure Co.Ltd(000965) . In terms of funds, the central bank conducted a 20 billion yuan seven-day reverse repurchase on Tuesday, with the bid winning interest rate of 2.10%, which was the same as before.
In terms of the overall market, with the clear policy signal, the panic has gradually passed, superimposed on the improvement of the external environment, optimistic judgment on the short-term market, and the force of the steady growth policy is expected to directly drive the growth of new and old infrastructure investment. Whether A-Shares can continue to rebound in the future still depends on the continuous promotion of favorable policies and the continuous entry of incremental funds. It is suggested to continue to pay attention to the changes of policies, funds and external market
Policy tracking
Chip continues to be in short supply
According to the financial Associated Press, the recent market continues to be short of cores and new orders continue to flow, adding to the confidence of wafer manufacturing enterprises. A number of wafer manufacturers have successively announced their capital expenditure plans for 2022. Silterra, Malaysia’s largest wafer foundry, recently announced that it plans to invest 645 million ringgit (about 150 million US dollars) to expand production, aiming to increase the annual production capacity by 20%. China has become the world’s largest semiconductor equipment market. Local semiconductor equipment has achieved key technological breakthroughs in multiple segments, and relevant concept stocks are expected to benefit
