Sealand Securities Co.Ltd(000750) : there are three main reasons for the sharp rise in the market today

Sealand Securities Co.Ltd(000750) pointed out that there are three main reasons for the sharp rise in the market today. First, there was a significant improvement in the situation in Russia and Ukraine, and the market risk aversion eased; Second, the recent real estate easing signals are frequent and the pace is accelerated. Last week, Harbin launched the first shot to cancel the sales restriction in the provincial capital city, and today, the purchase restriction in Fuzhou real estate market is relaxed. Third, the fear of foreign capital outflow has eased. Today, there was a significant inflow of funds from the north, which reached the peak in nearly two months. Focus on the three main lines of steady growth, post cycle and boom growth. The steady growth sector focuses on real estate and infrastructure with strong expectation of policy marginal relaxation. The post cycle sector focuses on coal, agriculture, forestry, animal husbandry and fishery with strong price rise expectations. The boom growth sector focuses on high boom segments with strong industrial cycle catalysis, such as photovoltaic, medical services, green power, etc.