I. disk view
After the index opened sharply lower, it went all the way down, but then began to turn. Although it turned red in the session, it continued to attack. The overall mood of the market was not high. On the disk, Hongmeng concept, Shenzhen Agricultural Products Group Co.Ltd(000061) , and yuanuniverse performed well. The decline list was mainly concentrated in lithium battery, covid-19 treatment, military industry and other aspects. Technically, the index broke directly. Although it was repaired, the focus shifted significantly downward, Whether the continuous rebound mode can be started later is more difficult, and more attention should be paid to risks in operation.
The decline of covid-19 treatment is in line with expectations. Although the news surface fermentation was obvious at the end of last week, the sector has experienced two rounds of climax. The first round is China Meheco Group Co.Ltd(600056) , and the second round is Jinghua Pharmaceutical Group Co.Ltd(002349) . At present, the sector has entered the make-up decline mode as a whole, followed by more individual stock market, and there may not be big opportunities. Pay due attention to risks.
The concepts of yuancosmos and Hongmeng are relay varieties, but this relay is of little significance. Switching between high and low funds, or switching between new and old cycles will lead to the outbreak of this point market, but the sustainability is not good. Last week's e-commerce is a very obvious example. Although Shanghai Dragon Corporation(600630) and Hunan Huasheng Co.Ltd(600156) rise, the back row is almost dead. This opportunity must be first, otherwise it is meaningless. It's better to grasp the opportunity of crossing the real estate leader than to look at this opportunity.
Hexin's view: the market is still a defensive situation, and Shenzhen Agricultural Products Group Co.Ltd(000061) you can pay more attention to it, because this direction is the wind direction with expectation but little increase, and some other opportunities are short-term changes, or the position is too high and the risk is too high.
II. message
1. SASAC: do a good job in the rent reduction of small and micro enterprises and individual industrial and commercial households in the service industry in 2022
The state owned assets supervision and Administration Commission of the people's Republic of China (SASAC) issued a notice on doing a good job in the rent reduction and exemption of small and micro enterprises and individual industrial and commercial households in the service industry in 2022. All central enterprises should follow the requirements of the "several policies on promoting the recovery and development of difficult industries in the service industry" issued by 14 departments including the development and Reform Commission, For small and micro enterprises in the service industry and individual industrial and commercial households that rent the houses of central enterprises in the county-level administrative areas where the areas classified as medium and high-risk areas in 2022 (with reference to the national administrative division standards), the rent of the current year shall be reduced for 6 months (for those classified as medium and high-risk areas in the fourth quarter, the rent of 6 months shall be reduced in full by means of rent withdrawal in the current year or reduction in the next year), and the rent of other areas shall be reduced for 3 months. The general reduction and exemption of three-month rent should strive to actually complete the main work in the first half of the year, and the supplementary reduction and exemption of three-month rent should be completed within two months after being listed as a medium and high-risk area.
2. People from central power enterprises: the state is indeed considering issuing one-time subsidies for new energy power generation projects
The Ministry of Finance issued the budget table of central government fund expenditure in 2022, in which the "central level expenditure" in "other government fund expenditure" increased from 92.8 billion yuan in 2021 to 452.8 billion yuan. The market expects that the release of this document means that the long-standing problem of subsidy arrears of new energy power generation projects is expected to be solved at one time. The relevant person in charge of a central power enterprise said that at present, how to solve the arrears of new energy power generation projects is in the hearsay stage. However, the state is indeed considering issuing subsidies for past arrears at one time. The person believes that the one-time payment of arrears subsidies is of great benefit to enterprises, solves the problem of insufficient cash flow of enterprises, improves financial indicators, and can improve the strength of sustainable development of new energy.
