It is now the early morning of February 11, and there are 3 major positives in A shares.
First, the trillion industry is welcome, multi-departmental jointly issued guidance opinions, the construction of urban environmental facilities accelerated, and the National Development and Reform Commission and other departments issued the "Guiding Opinions on Accelerating the Construction of Urban Environmental Infrastructure".
In terms of performance, the performance of 8 sewage treatment concept stocks has pre-increased, and Wanbangda, Jin membrane technology, Qingshuiyuan and Xingyuan Environment are expected to achieve more than double the net profit attributable to the mother in 2021.
Second, the "national team" first shot in the new year! Entering the 50 billion printed circuit board leader, JPMorgan Chase, UBS also came, after entering 2021, the pace of investment in the second phase of the big fund has accelerated significantly, according to the incomplete statistics of the Securities Times reporter, during 2021, the second phase of the big fund public investment projects exceeded 10, involving China Mobile, Xingfa Group subsidiary Xingfu Electronics, Dongxin shares, Canqin Technology, Huatian Technology, North Huachuang, Shangyang Software, Zhiwei Technology, Baiwei Storage, Nanda Optoelectronics, Geke Micro, Guangzhou Huizhi Microelectronics, Zhongwei Company, China Resources Micro, etc.
Third, real estate continues to welcome the good: pre-sale fund supervision to meet the national unified regulations, housing enterprises capital flow tension is expected to ease, February 10, 21st Century Business Herald reporter learned from industry insiders, recently the relevant departments issued a relevant opinion on the supervision of urban commercial housing pre-sale funds. It is understood that the biggest difference between this document and the relevant provisions in the "Measures for the Administration of Pre-sale of Urban Commercial Housing" issued in 1994 is that the provisions on pre-sale funds have been clearly unified nationwide, which in turn is conducive to standardizing the use of pre-sale funds and consolidating the regulatory responsibilities of relevant local departments.
Back to the perspective of the broader market index, this wave of decline fell the most fierce is the ChiNext board, the first two days we analyzed the ChiNext big double after the establishment of the downward space, expected at 2648, but the short-term support at 2800-2730, has twice tested this area, even if it really fell below 2700, not far from 2648, the real bottom signal needs to go out of a clear bottom structure, but from now on, you can pay close attention to the trend and state of these old track stocks.
