I. disk view
The index opened slightly higher, remained volatile throughout the day, and the overall trend was weak. The concepts related to agriculture on the disk exploded across the board, and the breeding industry, planting industry, chemical fertilizer and aquatic products erupted across the board. The back row was closely followed by the concepts of assisted reproduction, covid-19 detection and prefabricated vegetables. The decline list focused on the concepts of lithium battery, photovoltaic, chip and Hongmeng. Technically, the index level shrank and fluctuated, The rebound after yesterday's bottom was obviously less than expected, so that there was no upward momentum and continued downward exploration to find support. The short-term situation did not ease.
The most direct stimulus to the rise of planting industry and chemical fertilizer is the conflict between Russia and Ukraine, but we should also pay attention to another phenomenon: the impact of covid-19 epidemic. Under the epidemic, the outbreak of prefabricated vegetables and aquatic products, the rise in the price of meat, eggs and milk, and the delay of spring farming may be delayed. However, we do not rule out that the rise of chemical fertilizer is more likely to be caused by Russia and Ukraine, but today, if we start from the overall trend, the impact of covid-19 will be greater.
In addition, we can also get some signals from the rotation of funds. Although covid-19 market continues to fight back today, it is indeed not as strong as before. The high-level switching of funds has always been. Compared with covid-19 at the high level, the low-level agriculture is logically more resistant. It is normal for funds to make such active switching, but at the same time, the bearing capacity of the agricultural sector is limited, and covid-19 will not end in the short term, So next, agriculture + covid-19 market will become the mainstream of the market. Others are supporting roles.
Hexin's view: the market is still a defensive market. Chasing hot spots is not only unprofitable in the short term, but also easy to be covered. At present, agriculture and covid-19 are relatively confirmed main lines, with high capital attention, and the sector naturally has the attribute of going against the general trend. Before the turning point of the epidemic or the easing of the situation in Russia and Ukraine, these two points may be the most certain points. As for other points, do it first, and don't go blind if you don't.
II. message
1. Shenzhen housing and Urban Rural Development Bureau responded that "the reference price of second-hand housing will be increased by 3% - 5%": it will make corresponding adjustments in due time and announce it in the near future
In response to the recent market rumors that the reference price of second-hand houses in Shenzhen will be increased by 3% - 5%, the Shenzhen Municipal Bureau of housing and urban rural development told the financial associated press today, "Second-hand housing transaction reference price is issued to implement the work arrangements for the real estate regulation in our city. According to the notice issued by the Shenzhen housing and Construction Bureau on the establishment of reference price announcement mechanism for second-hand housing transactions, it is required to issue regularly. We will adjust the price accordingly according to the regulation requirements and market situation, and publish it in the official online platform of Shenzhen housing and Construction Bureau, WeChat official account and so on.
2. ITC officially launched 337 investigations on power semiconductors and mobile devices and computers containing the power semiconductors
According to China trade remedy information network, on March 28, the US International Trade Commission (ITC) voted to launch 337 investigations on specific power semiconductors and mobile devices and computers containing such power semiconductors. On February 7, 2022, arigna Technology Limited of Dublin, Ireland filed a 337 investigation application with ITC of the United States, claiming that the product exported, imported and sold in the United States infringed its patent right (U.S. registered patent No. 7183835), and requested ITC of the United States to issue a limited exclusion order and prohibition order. The U.S. International Trade Commission will determine the end of the investigation within 45 days after filing the case.
