today’s disk
In early trading today, the Shanghai and Shenzhen indexes showed a shock pattern. The three indexes opened higher at the same time, and then fell into shock. Among them, the gem index hit a new low again, but market sentiment rebounded. As of the issuance of the document, the three indexes remained red.
In terms of industry sector growth ranking, wind power equipment, silicone, virtual power plant, helium concept, carbon based materials, superconducting concept, wind energy, UHV, petroleum industry, low-carbon metallurgy, combustible ice and other sectors led the rise, while data security, Huawei shengteng, digital economy, Huawei Euler, state-owned cloud concept, tourism hotels, digital currency The concept of prefabricated dishes led the decline. As of the time of posting, the number of gainers is nearly 3000 and the number of losers is more than 1500, which has a good profit-making effect. Northbound capital net purchase of more than 2 billion.
message interpretation
According to the news on the website of the Ministry of housing and urban rural development on January 25, the official website of the Ministry of housing and urban rural development officially released the “14th five year plan” for the development of construction industry, which proposed to vigorously develop prefabricated buildings. During the 14th Five Year Plan period, the policy system and industrial system for the coordinated development of intelligent construction and new building industrialization were basically established, and the proportion of prefabricated buildings in new buildings reached more than 30%. A number of Internet platforms for construction industry were created, a number of building Siasun Robot&Automation Co.Ltd(300024) landmark products were formed, and a number of industrial bases for intelligent construction and prefabricated buildings were cultivated.
In recent years, the state and local governments have intensively issued a number of policies to promote the development of prefabricated buildings. At the National Conference on housing and urban rural development held recently, the Ministry of housing and urban rural development said that it would vigorously increase the supply of affordable rental housing, focus on large cities with net population inflow, and build and raise 2.4 million affordable rental housing in 22 years.
Because of the advantages of standardization, industrialization, energy conservation and environmental protection, prefabricated buildings are promoted faster in government invested construction projects and public buildings. Therefore, with the continuous promotion of policies and the increasing investment in affordable housing, the demand for prefabricated housing is expected to continue to expand. The subdivision of high-quality targets deserves attention.
should focus on strategies and directions
In the morning, there was a weak rebound trend on the disk. The all a index and gem index hit a new low. The main board index has not hit a new low because of the heavyweight stocks, and the trend has not been reversed. It is suggested to continue to control the position and wait for the clear bottom signal before adding positions.
On the whole, with the rebound of European stock markets and the upcoming landing of the Fed meeting, including China’s obvious loose monetary policy, we believe that the sharp decline in the current market has irrational meaning, and the time and space are limited. Under the short trend, it is necessary to control the position, not blindly copy the bottom and increase the position, and wait for the landing of relevant uncertain factors and the emergence of stop falling signals before trading on the right side.
