Daily data tracking
Three major indexes: the Shanghai index closed up 0.84%, the Shenzhen composite index closed up 1.39%, and the gem index closed up 2.64%
Shenwanyi plate: electrical equipment, non-ferrous metals and automobile plate rose; Correction of building materials, steel and real estate
Concept section: the concept of UHV, power battery and covid-19 pneumonia detection rose; The concept of western large-scale infrastructure, old infrastructure, large-scale infrastructure and central enterprises
Transaction and northbound funds: the transaction between the two cities was about 1061.2 billion yuan, an increase over the previous trading day; The net capital inflow from going north is about 7.017 billion yuan
Hot spot tracking: performance comments on key sectors
Last year, under the background of China's sustained and in-depth economic recovery, the demand side expansion brought about the development of the supply structure of Pro cyclical varieties. At the same time, the "double carbon" demand catalysed the rapid and substantial rise of the price of upstream resource products, and the performance side showed explosive growth.
On the other hand, areas such as new energy power generation and new energy vehicles benefited from national policy support and the trend of electrification and intelligence of new energy vehicles, and downstream demand broke out collectively. Semiconductor: downstream demand expansion and domestic substitution accelerated, driving the industry into a period of rapid development. In addition, the superposition of supply bottlenecks caused by many factors also accelerated the upward price. Computer communication: benefiting from the wave of intelligence, the fields of intelligent driving and Internet of vehicles are ready to go. In addition, the improvement of the penetration of cloud computing, big data and other technology applications has also brought about the continuous growth of the industry. The implementation of new infrastructure industry modules such as 5g project has driven the continuous improvement of the business conditions of leading companies.
In the pharmaceutical sector, medical reform has been continuously deepened. Since 2015, policies such as drug approval reform, MAH, priority review and approval and medical insurance payment policies have gradually improved the accessibility of innovative drugs. In 2021, 91 drugs were approved, a record high; The development of innovative drugs has the characteristics of high income and stable cost. The continuous improvement of R & D investment has brought about the expansion of the industry, promoted the steady and good performance of the sector and the steady and good development of the overall pharmaceutical industry. In particular, the CXO industry still shows an ultra-high prosperity thanks to the transfer of the global industrial chain, the bonus of Chinese engineers, cost advantages, the acceleration of drug audit reform and the upgrading of drug innovation.
Risk tip: the stock market is risky and investment should be cautious
