Market Overview
On Tuesday, the three major indexes rose and fell, and the whole line turned green. On the disk, beauty care, food and beverage, architectural decoration, medicine and biology led the increase, while textile and clothing, national defense and military industry, coal, securities and other sectors led the decline. The securities sector weakened in the afternoon and the market sentiment was weak. Coal mining was affected by the futures and spot market, leading the decline. All three fingers were implicated in turning green. The Shanghai stock exchange closed at the long negative line and fell behind the 2900 mark!
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.
