Strategy tracking: the gem index rose by more than 2%, led by the concept of prefabricated dishes

Index tracking

[Shanghai and Shenzhen composite index] Shanghai Composite Index rose 0.84% to close at 3597.43 points; The Shenzhen Component Index rose 1.39% to close at 14421.20; The gem index rose 2.64% to close at 3136.69.

[industry tracking] industry: 24 industries rose and 6 industries fell. Among them, power equipment, non-ferrous metals, automobiles and other sectors led the increase, with an increase of 3.96%, 3.15% and 2.67% respectively. Building materials, steel, real estate and other sectors led the decline, with a decline of – 1.54%, – 1.42% and – 0.66%.

Comments

The power equipment sector led the rise, mainly led by the UHV sector. According to the Shanghai Securities News, the annual work conference of the State Grid Corporation of China will be held in the near future. It is predicted that the investment scale this year may reach 500 billion yuan, and the UHV project and power grid digital construction will continue to be promoted as a key point. Overall, under the background of “steady growth”, it is expected that the capital construction end will exert its power this year. As the focus of power infrastructure, UHV has great investment opportunities. In terms of individual stocks, Jinguan Electric Co.Ltd(688517) , Henan Pinggao Electric Co.Ltd(600312) , Dalian Insulator Group Co.Ltd(002606) and other stocks rose by the limit.

The automobile sector led the increase. On January 12, the data disclosed at the press conference of the Ministry of industry and information technology showed that in 2021, the sales of Shanxi Guoxin Energy Corporation Limited(600617) automobiles completed 3.521 million, a year-on-year increase of 1.6 times, ranking first in the world for seven consecutive years; The market share of new passenger cars equipped with combined driving assistance system reaches 20%; Meanwhile, on the 11th, the Federation of passenger cars released that in December, the retail sales of passenger car market reached 2.105 million, a year-on-year decrease of 7.9%, but the wholesale sales of new energy passenger cars reached 505000, a year-on-year increase of 138.9% and a month on month increase of 17.8%. The continuous improvement of the penetration rate of new energy vehicles led to the strength of the sector. In terms of individual stocks, Guangzhou Tongda Auto Electric Co.Ltd(603390) , Shandong Liancheng Precision Manufacturing Co.Ltd(002921) , Huaiji Dengyun Auto-Parts (Holding) Co.Ltd(002715) and other stocks rose by the limit.

In terms of concept plate, prefabricated vegetable plate led the increase. Approaching the Spring Festival, all regions across the country are beginning to stock up for the new year. According to the data of some takeout platforms, the number of orders for prefabricated vegetables this year has increased significantly compared with last year. At the same time, there are still some sporadic covid-19 cases in China. It is expected that young people in some first and second tier cities will choose to celebrate the festival locally, and prefabricated dishes have also become the choice of these young people. In terms of individual stocks, Zhongyin Babi Food Co.Ltd(605338) , thousand central kitchen, Suzhou Weizhixiang Food Co.Ltd(605089) and other stocks rose by the limit.

Outlook

Today’s northward capital inflow exceeded 7 billion yuan. Yesterday, US Federal Reserve Chairman Powell said that when necessary, the US Federal Reserve would raise interest rates more times and shrink the table faster and earlier than before. However, he also said that the central bank’s interest rate increase plan should not affect or damage the economy and the job market. The market has fully expected this. At the same time, the yield of us 10-year Treasury bonds fell, Affected by this, the A-share market rebounded. In the future, the current market has fully responded to the early interest rate increase in the United States. At the same time, China’s “stable” monetary and fiscal policies are superimposed, and the space below the index is expected to be relatively limited.

Risk warning: the enterprise’s profit is less than expected; Increased volatility in overseas markets; Systemic risk

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