[early trading strategy]
The meeting of the Shenzhen Reform Commission stressed that digital government is expected to stimulate the activity of the sector, but from the overall performance of the sector, short-term operation is more suitable for high bands, and it needs to be cautious to catch up. Tesla super factory resumed work yesterday. At present, resumption of production and resumption of work is a main line of the market, especially the automobile industry chain, which can still be paid more attention in the future Everbright Securities Company Limited(601788) personnel earthquake, the six most important executives were held accountable, which suppressed the trend of securities companies and financial stocks. The performance of leading companies of photovoltaic inverter is lower than expected, which has a negative effect on the photovoltaic sector.
On the market, following the implementation of the central bank’s comprehensive RRR reduction, whether the LPR will be adjusted this month has aroused great concern in the market. According to the Convention, the LPR quotation of this month will be carried out today. At present, the market has certain expectations that the RRR reduction may promote the pressure drop point difference of LPR quotation. Today, we need to focus on whether the LPR interest rate will be reduced. For the current market, the rise of global risk-free yield, the conflict between Russia and Ukraine, the regional epidemic and the stable growth of China’s economy are important factors affecting the current market, and they are also several macro main lines. The decline in the early market reflects the influence of the first two factors, but the impact on the current market tends to weaken marginally. The current Chinese epidemic is an important disturbance and one of the biggest uncertain factors, In the future, we need to pay attention to the inflection point of the epidemic. On the premise that the epidemic can be effectively controlled, the impact of China’s steady economic growth on the market will be further improved. At the same time, if the epidemic situation is effectively alleviated in April, it is expected to form a bottom of profits for enterprises from March to April. On the main line of the market, the resumption of work and production in the post epidemic era, the real estate infrastructure and consumption involved in stable economic growth, and the relevant industries and sectors with dilemma and reversal expectations can still be paid special attention to.
[message side]
1. A-share companies have frequent investment of 10 billion, and new energy and new materials are hot
Since this year, at least 20 listed companies have “officially announced” investment projects with a scale of 10 billion, among which new energy fields such as photovoltaic and lithium batteries and basic chemical industry have become the most important investment fields.
2. More than 420 billion yuan of “pocket falling” tax rebate in half a month has increased the vitality of enterprises
The VAT rebate policy was implemented. The annual tax rebate was about 1.5 trillion yuan. At present, 420.2 billion yuan of tax rebate has been returned to the taxpayer’s account. In other words, nearly 30% of the tax retained, offset and refunded have fallen into the “pocket” of enterprises.
3. Development and Reform Commission: actively plan greater efforts to stabilize growth policies and measures
Meng Wei, deputy director of the political research office and spokesman of the national development and Reform Commission, revealed at a regular press conference on April 19 that the national development and Reform Commission will focus on expanding consumption and promoting investment, increasing the efforts to help enterprises and rescue, and resolutely abiding by the bottom line of people’s livelihood, strengthen the implementation of macro policies and strive to stabilize the macro-economic market.
4. Ministry of industry and information technology: it is studying the continuous policy of steady industrial growth
The industrial economy made a smooth start in the first quarter. At the press conference held by the Information Office of the State Council on the 19th, the Ministry of industry and information technology introduced the development of industry and information technology in the first quarter of 2022: in the first quarter, the added value of China’s industries above designated size increased by 6.5% year-on-year; At present, the scale of industrial Internet industry has crossed the trillion yuan mark and has been applied in 45 major categories of national economy.
