Is the second wave of comprehensive repair market coming? The six organizations are arranged in this way
2023-03-06
Boosted by many positive factors, the overall market of A-share market stabilized last week, and the Shanghai Composite Index continued to rise to close at 3300 points. Looking forward to the future market, the agency believes that the second wave of comprehensive repair of the market will last for several months, and March is expected to usher in the main upswing of this round of spring market. From the perspective of allocation, the development direction of science and technology is still the good idea of institutions, and there are opportunities in fields such as information innovation and new energy. The government work report on major events affecting future investment: put recovery and expansion of consumption at the top of the list. The government work report pointed out that recovery and expansion of consumption at the top of the list. Increase the income of urban and rural residents through multiple channels. Stabilize mass consumption and promote the recovery of life service consumption. Government investment and policy incentives should effectively drive the investment of the whole society. This year, it is planned to arrange 3.8 trillion yuan of local government special bonds to accelerate the implementation of the "Fourteenth Five-Year Plan" major projects, implement urban renewal actions, promote regional complementarities and develop their strengths, encourage and attract more private capital to participate in the construction of national major projects and complementary projects, and stimulate the vitality of private investment. The CSRC issued the Measures for the Administration of Network and Information Security in the Securities and Futures Industry. The CSRC recently issued the Measures for the Administration of Network and Information Security in the Securities and Futures Industry, which comprehensively covers the operators of key information infrastructure of securities and futures, core institutions, operating institutions, information technology system service institutions and other entities. With security as the basic principle, it puts forward normative requirements for the management of network and information security, The main contents include network and information security operation, investor's personal information protection, network and information security emergency response, key information infrastructure security protection, network and information security promotion and development, supervision and management, and legal responsibility. The Shanghai and Shenzhen Stock Exchange issued the revised implementation measures of the business of the Shanghai, Shenzhen and Hong Kong Stock Connect on March 3, and the Shanghai and Shenzhen Stock Exchange issued the revised implementation measures of the business of the Shanghai, Shenzhen and Hong Kong Stock Connect, which will be formally implemented on March 13. After the revision, the number of constituent shares of Shanghai and Shenzhen Stock Connect has increased significantly. At the same time, based on the principle of controllable risk, the transfer-in requirements such as the daily average market value of 5 billion yuan, the daily average transaction amount of 30 million yuan, and the proportion of trading suspension days less than 50% are set. Institutional aftermarket investment perspective CITIC Securities: The second wave of comprehensive market repair will last for several months. It is expected that the "strong expectation" of economic recovery verified by high-frequency data will gradually become reality, and the second wave of comprehensive market repair will last for several months. The second wave of the market is not only the relay of the entry of incremental funds, but also the relay of the growth style of the medium and large market. It is suggested to continue to grasp the golden allocation window, focus on the direction of smooth industrial logic, strategically allocate the "four security" areas of energy, science and technology, national defense and agriculture, and improve the priority of the semiconductor and information and innovation sectors. In addition, it is also suggested to focus on industries with relatively large year-on-year improvement in performance in 2023, such as digital economy in science and technology, scenery storage in manufacturing, household appliances in the real estate chain, etc. Industrial Securities: The future market will be arranged along two major clues. In the second quarter, with the disclosure of financial results, the prospect of superimposed economic recovery will become clearer. The extreme rotation of the industry is expected to converge. The market will also return to the boom driven, fundamental aesthetic model, and the main line of the next stage will gradually emerge. Follow-up can be reversed along the "dilemma" and "strong
Edit：Hou Wenzhe Responsible editor：WeiZe
Source：economic dairy
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