Elephants dance, the main line of steady growth becomes more and more intense, what signal is released? A few warm tips for early market opportunities:
1. Yesterday's market is another day of ice and fire, and the concept of steady growth and low valuation that we have been talking about has indeed attracted the attention of the market, because under the fed's large interest rate hike cycle, the characteristics of low P/E sectors outperforming high P/E sectors are constantly being strengthened. The high-boom track G has been completely destroyed, but the traditional coal, construction and bancassurance traditional value stocks have been much more stable, China Shenhua has risen sharply to a new high, and conch cement has recently strengthened significantly. Emerging industry stocks have withdrawn across the board, and the traditional big blue chips have been relayed, like a seesaw trend.
2. Yesterday, the pig sector continued to lead, and the superstar agriculture and animal husbandry, Jinxinnong, Xinwufeng, Dongrui shares, Zhengbang Technology, and Aonong Biology all rose and stopped. Did the Second Master Brother come back to the rescue again?
On Monday, the top leaders of the state said that the domestic pig food price comparison has fallen to the second-level warning range, and the relevant state departments will start to start the pork collection and storage work. From the past history, when the pig-to-food ratio falls to around 5, the pig price is about to bottom, and the current state is in line with this situation. In the next two months, the decline in fertile sows will further catalyze the pig plate upwards.
Therefore, the inflection point of the pork plate is approaching, and appropriate configuration can be made.
3. According to Gartner's latest forecast, shipments of electric vehicles (all-electric and plug-in hybrids) will increase from 4 million units in 2021 to 6 million units in 2022. Gartner predicts that electric passenger cars will account for 95 percent of total electric vehicle shipments by 2022, with buses, vans and heavy trucks accounting for just 5 percent. Gartner expects Greater China to account for 46 percent of global electric vehicle shipments in 2022, reaching 2.9 million units, topping the global list.
Positive sector: new energy vehicles
4. [Infrastructure]: High-rise intensive promotion of water conservancy facilities and other infrastructure projects; 1.46 trillion yuan of special bonds are still to be issued after the early issuance of 6 trillion yuan of local bonds, infrastructure varieties benefit; local two sessions set the goal of stable economic growth, infrastructure investment into the core grip; engineering construction, underground pipe network, water conservancy and other subdivisions benefit.
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