Market Overview
On Friday, the market bottomed out and closed at the lower positive line, and the market sentiment is slowly repairing. Adjustment of agriculture, software, semiconductor, food and vaccine sectors. Textile and apparel stocks have been closed up in volume, and oil and gas, finance, real estate, coal and Baijiu sectors have been strengthened. In the afternoon, more than 2200 stocks in the two cities rose, with 77 trading limits and 64 falling limits. The profit-making effect was improved, and the net inflow of funds going north at the end of the trading exceeded 6 billion.
In terms of the market, affected by the company’s annual report or quarterly performance, the number of individual stocks falling by the limit increased significantly on Friday. Textile manufacturing, clothing and home textiles, the benefit of RMB devaluation and the c2m concept of RMB devaluation led the increase. Affected by the obvious appreciation trend of the US dollar against the RMB, the textile sector of export earnings performed prominently. In terms of capital, in the case of devaluation of RMB, the capital going north bought a small net, which indicates that foreign capital recognizes the current A-share opportunities to a certain extent.
Policy tracking
The Ministry of water resources encourages social capital to participate in the construction and operation of water conservancy projects
According to the financial Associated Press, vice minister Wei Shanzhong presided over 102 key water conservancy projects in the national “14th five year plan” and the first central water conservancy construction investment plan implementation and dispatching meeting in 2022. Wei Shanzhong requested that relevant localities and units should pay close attention to the implementation of key water conservancy tasks in 102 major projects in the national “14th five year plan”, especially the preliminary work of 55 major water conservancy projects and 6 new large-scale irrigation projects this year.
In addition, it is worth noting that a number of infrastructure policies have been implemented since this year. Under the “steady growth” policy, real estate steel is closely related to the new construction, construction and completed area of houses. With the loose margin of real estate policy, the financing environment of real estate enterprises has improved, and the data base related to real estate in the second half of 2021 is low, it is expected that the performance of real estate steel will gradually pick up. In addition, the capital construction steel has a large investment in local capital construction, and the relevant concept stocks are expected to benefit.
