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I. Market Review
Last week, the index fell steadily, and the whole market fell on Thursday. On Friday, the gem index continued to fall by 2.5%. Generally speaking, the market trading last week was very difficult.
2. Maintain the view since last week that the market is chaotic, the differentiation of individual stocks in the short-term market is increasing, and be more cautious; Now it's time to select individual stocks.
III. today's information
1) [green power] hundreds of billions of renewable energy subsidies or one-time payment, and the enterprise self inspection shall be completed before the end of March; (supplement cash flow of new energy industry, short-term stimulus)
2) [auto hundred people's conference] the national high level clearly put forward at the forum of the 8th China electric vehicle hundred people's conference that there will be no new capacity distribution until the existing new energy vehicle base reaches a reasonable scale. (optimize the competition pattern of the industry and benefit the existing new energy vehicle pole companies)
3) [real estate] after hours on Friday, it was reported that the housing loan interest rate in Wuhan was reduced, the first house was reduced by 43bp, and the second house was reduced by 48bp.
4) [agriculture] under the influence of the Russian Ukrainian war, the output of main crops in Ukraine is expected to decline by 20-30%, and the exportable amount of grain in Russia and Ukraine is expected to decline significantly. ( Shenzhen Agricultural Products Group Co.Ltd(000061) price increase + food security speculation)
Investment strategy: Gem refers to a reversal low near March 28, and actively grasp the opportunity of low absorption in the short term. In terms of hot opportunities, focus on the topics of tariff exemption driven by favorable policies (such as cross-border e-commerce, clothing, etc.) and hot opportunities such as agriculture and infrastructure real estate.
