today’s disk
In early trading today, the Shanghai and Shenzhen indexes showed a differentiation pattern. The three indexes fell into shock after opening, and then the two main board indexes gradually rose, with an obvious rebound pattern, while the gem index continued to maintain the shock pattern, which was obviously blocked by the pressure of 3200 points.
From the industry sector growth ranking, Huawei Euler, Huawei shengteng, digital economy, data security, JD finance, digital currency, pumped storage, state-owned cloud concept and other sectors led the rise, while covid-19 detection, in vitro diagnosis, medical devices, syringe concept, prefabricated vegetable concept, assisted reproduction, super fungi and other sectors led the decline. As of the issuance, there are more than 1500 gainers and more than 3000 losers, with poor profit-making effect. The net purchase of northbound funds exceeded 1 billion.
message interpretation
The first equipment industry department of the Ministry of industry and information technology recently organized a working meeting of the intelligent networked vehicle promotion group (icv-2035). The meeting pointed out that in 2022, the intelligent connected vehicle promotion group (icv-2035) will grasp the new situation of industrial development, focus on key problems, strengthen technology research and development, coordinate relevant work of technological innovation and industrialization, and promote the development of intelligent connected vehicle industry to achieve new results.
Since the top-level design document of intelligent vehicle innovation and development strategy was issued in 2020, the Ministry of industry and information technology has recently intensively released a series of normative documents related to train networking to provide guidance on key issues such as automatic driving classification and data security. According to the plan, by 2025, the penetration rate of PA and Ca intelligent network connected vehicles will reach 50%, exceed 70% by 2030, and the assembly rate of new vehicles of c-v2x terminal will reach 50% by 2025 and will be basically popularized by 2030.
Therefore, the automotive industry is stepping into intelligence and will open a new era in the future. The automatic driving industry chain has entered a high business cycle, and the subdivided leaders are worth mining.
should focus on strategies and directions
On the whole, the index went well in the morning, but the differentiation of individual stocks was serious. The covid-19 theme rising yesterday was adjusted across the board, and the seesaw effect of the sector reappeared. The operation is still relatively difficult. From a macro perspective, China’s loose monetary policy is conducive to the growth defense line, but the continuous high yield of US Treasury bonds restricts the direction of overvaluation, so it is difficult to have a sustainable performance in the growth direction and can not be pursued. At the index level, whether the Shanghai index rebound can be sustained needs to continue to pay attention to the cooperation of quantity and energy. In the current operation, it is recommended to continue to control positions and not chase up.
