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I. Market Review
Yesterday, affected by the black swan incident in Russia, the disk fell faster, and more than 90% of the companies were green. There are more than 400 concept sectors in the whole market, and the stock disaster like decline has almost spared the whole market. The market is extremely difficult.
Second, from the perspective of rhythm, after the release of panic yesterday, the mood bottomed out, and today should be optimistic. Even if the market falls down again, it is likely that the short-term bottom will be found, and then the rebound is a high probability.
III. today’s information
1) [easing of the situation in Russia and Ukraine]: Senior Ukrainian officials said that diplomats from EU and other countries remained in Kiev. Although diplomats from several countries withdrew from Ukraine, the situation in eastern Ukraine was still under control;
2) [green energy] the high-level collective learning meeting stressed the need to build a new energy supply and consumption system based on large-scale wind and solar power bases, supported by clean and efficient coal power around them and carried by UHV lines.
3) [Haifeng] on January 25, the bid opening of 300MW wind turbine and auxiliary equipment of zheneng Taizhou No. 1 offshore wind farm project was held. A total of 7 complete machine manufacturers competed for the project. The lowest quotation was 3548 yuan / kW of Dongfang Electric Corporation Limited(600875) , and the average unit price of the project was 4124 yuan / kW.
Investment strategy: short-term operation depends on the mood, and the short-term mood has reached the freezing point; In the early stage, the hot pharmaceutical sector fell, and the capital mainly flowed to the oversold sector + the hot spot of steady growth; Airports, hotels and digital economy with the theme of [steady growth] are still on the rise. It is suggested to focus on them.
