Market Overview
On Thursday, the three major indexes were differentiated. The Shanghai Composite Index rose sharply and fell slightly, while the gem index led the decline with shock and fall. The rise and fall distribution was bullish, less bullish and more bearish. On the disk, coal, real estate, banking, architectural decoration and other sectors led the increase, while agriculture, forestry, animal husbandry and fishery, media, computer, light industry manufacturing and other sectors led the decline.
The market rose and fell to close at the cross star, the market sentiment fell, the track stocks began to differentiate, and the capital exchange rate market began to fluctuate greatly at 11:00, which had an impact on the market. The driving force of the market mainly comes from China. First, the inflection point of the epidemic is obvious. The second is the continuous increase of favorable policies and the steady rise of the RMB exchange rate. The probability of stabilization of the market is rising. Even if there are repeated, the short-term market may still have rebound momentum, but the structure may change from general rise to differentiation.
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.
