panel overview
In early trading on Wednesday, A-Shares rebounded with shock, led by the growth enterprise market, and the stock index plunged rapidly near noon. On the disk, wind power equipment, traditional Chinese medicine, power supply equipment, photovoltaic, medical, aerospace, communication equipment, power grid equipment, motors, batteries, automotive services, power industry, biological products and other sectors led the increase; Airports, decoration and building materials, coal, pharmaceutical commerce, transportation equipment, public utilities, shipping ports, banks, real estate services and other sectors led the decline. In terms of subject stocks, CRO, CSL concept, hydrogen energy, pumped storage, superconducting concept, UHV, fuel cell, industrial gas and aircraft carrier concept led the rise; Sino Russian trade concept, Shangtang concept, electronic ID card, building energy conservation, nursery services, underground pipe network and other decline ranked first.
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national development and Reform Commission and National Energy Administration: actively, safely and orderly develop nuclear power
The national development and Reform Commission and the National Energy Administration issued the "14th five year plan" for modern energy system. It is proposed that on the premise of ensuring safety, actively and orderly promote the construction of coastal nuclear power projects, maintain a stable pace of construction, and reasonably arrange new coastal nuclear power projects. Carry out comprehensive utilization demonstration of nuclear energy, actively promote advanced reactor type demonstration projects such as high-temperature gas cooled reactor, fast reactor, modular small reactor and offshore floating reactor, and promote the comprehensive utilization of nuclear energy in the fields of clean heating, industrial heating and seawater desalination. Effectively protect nuclear power plant site resources. By 2025, the installed capacity of nuclear power operation will reach about 70 million KW.
China's medium and long-term plan for the development of hydrogen energy industry is expected to be issued
Insiders learned that the medium and long-term plan for the development of China's hydrogen energy industry is expected to be released in the near future. According to incomplete statistics, Beijing, Shanghai, Guangzhou, Zhejiang, Jiangsu, Guizhou and Sichuan provinces have issued policies or plans related to hydrogen energy. According to the prediction of China gas energy alliance, the output value of China's hydrogen energy industry will reach 1 trillion yuan from 2020 to 2025 and 5 trillion yuan from 2026 to 2035.
Economic Daily: expanding automobile consumption needs to find the right growth point
The economic daily published an article by the market economy Research Institute of the development research center of the State Council, saying that first, focus on promoting the consumption of new energy vehicles and continue to expand the new driving force for the development of the automobile market. It is expected that the sales volume of new energy vehicles will continue to grow rapidly this year, becoming a growth point and new driving force that can not be ignored to support China's expansion of automobile consumption. Second, focus on expanding automobile replacement and upgrading, and actively promote the upgrading of residents' automobile consumption structure. Third, focus on personalized, fashionable and functional consumption, and fully release the consumption potential of the automotive aftermarket.
Jufeng viewpoint
Pre market judgment: the impact of the repressive situation in Ukraine and the Fed's interest rate hike have been weakened. The national Standing Committee has issued a voice to take targeted measures to stabilize market expectations and boost market confidence, which has further strengthened the expectations at the end of the policy and even the end of the market. In the future, A-Shares will rebound in the form of building a box. Overnight, European and American stock markets rose collectively, and Chinese stocks rose sharply, providing an external environment for the rebound of a shares. At present, value and growth rebound alternately, and growth stocks are expected to strengthen on Wednesday.
In fact, the three major A-share indexes collectively opened higher, with the Shanghai index rising by 0.15%, the Shenzhen composite index rising by 0.44%, and the gem index rising by 0.72%. There was a rising tide in the opening of the hydrogen energy sector, and medicine and oil and gas weakened.
After the opening, the stock index quickly covered the gap of short jump, and then rebounded in shock. Wind power, power supply, communication, power grid, electric power, chemical fertilizer, photovoltaic and other sectors strengthened; Banks and real estate are adjusted. The driving forces of stock index rise are different: Maotai and real estate pushed up the Shanghai index. However, the market volume of lithium, photovoltaic and wind power did not change significantly. Moreover, from the time-sharing chart, the higher the volume, the smaller the volume. In addition, the current index is facing the suppression of the rebound high of the previous few days. In this position, we should be wary of the rapid decline of the index. If it falls back to near the gap, it can be added.
Investment suggestion: the central bank has continuously cut reserve requirements and interest rates since December last year to release liquidity, indicating that the policy bottom has appeared; However, the construction of the market bottom is relatively complex and there is a time lag between the market bottom and the policy bottom. The pace of bottoming of A-Shares has not stopped. The meeting of the financial committee and many ministries and commissions on March 16 accelerated the construction of the market bottom. It is suggested to focus on three main lines: first, companies with quarterly growth exceeding expectations; Second, new and old infrastructure benefiting from steady growth; Third, aviation, airport, tourism and other sectors facing the inflection point in the post epidemic era.
