[daily market conditions]
Today, the Shanghai stock index rose 1.96% to close at 326660 points; Shenzhen composite index closed at 1226380 points, up 3.10%; The gem index closed at 269683 points, up 4.02%. In terms of sectors, real estate services, real estate development, batteries, decoration building materials, cement building materials and other sectors led the rise, while coal, chemical fertilizer, agriculture, animal husbandry, feeding and fishing and other sectors fell. In terms of capital flow, real estate development, batteries, securities and other industries were the main net inflow. Today, the total turnover of the two cities was 958386 billion yuan.
[investment suggestions]
In terms of configuration, we suggest focusing on the leading targets related to nuclear power.
Recently, the National Energy Administration issued the guidance on energy work in 2022, proposing to build and put into operation nuclear power units such as Fuqing 6, Hongyanhe 6, Fangchenggang 3 and high temperature gas cooled reactor demonstration project, so as to actively and orderly promote the nuclear standard construction of new coastal nuclear power projects on the premise of ensuring safety.
Due to concerns about energy supply, many European countries have adjusted their nuclear power policies: the UK plans to account for 25% of power generation in 2050; Belgium announced the abolition of the nuclear energy program and postponed it for ten years; France announced plans to redevelop nuclear power. China has a positive and clear attitude towards the development of nuclear power. The independent third-generation nuclear power technology is mature, and the nuclear power boom is expected to continue to improve. It is suggested to focus on the leading targets in relevant fields.
