Author |Zhu Hualei, editor|Wang Jinxi.
*: Jufeng Investment Advisory, good ** application.
Brief description of the plate
The morning market continued to show the first adjustment, the two cities of the industry reappeared differentiation and local rotation, aviation, nonferrous metals, communication equipment, electric power, construction, semiconductors, agriculture, forestry, animal husbandry and fishery, banking, coal, transportation facilities, wine, electrical instruments, media and entertainment, water, ships and other industries were active, automobiles, electrical equipment, general machinery, Internet, household appliances, culture, education and leisure, software services, daily chemicals, hotel catering, environmental protection, chemicals, pharmaceuticals and other industries presented; In terms of theme plates, AI mobile phone PC, ** concept, chicken, scarce resources, memory chips, rare earth permanent magnets, CPO concept, railway infrastructure, pork, polyurethane, chiplet concept, e-paper, special evaluation, smart wear, humanoid robots, national defense and military industry, new retail and other themes present rotation, CXO concept, cloud gaming, lithium mine, assisted reproduction, superconducting concept, power battery, accelerator, pharmaceutical, automotive thermal management, Huawei automobile, fuel cell, sodium battery, Solid-state batteries and other themes showed weakness.
Hot Plates
The aviation sector has risen and strengthened, with Xinyu Guoke, Lihang Technology, Dawn Aviation, Aileda, Andawell, Hongdu Aviation, Hangfa Power, China UAV, Guanglian Aviation, Parker New Materials, Hengyu Communications, Zongheng Shares, etc.
The tourism industry showed an intraday rise, Dalian Shengya, Changbai Mountain, Xi'an Tourism, Zhangjiajie, Jiuhua Tourism, Qujiang Cultural Tourism, Emeishan A, Sante Cableway, Yunnan Tourism, Lijiang Shares, etc.
The banking sector showed abnormal movements, with Qilu Bank, China CITIC Bank, Bank of China, Bank of Changsha, Bank of Nanjing, Bank of Jiangsu, Everbright Bank, Chongqing Rural Commercial Bank, Bank of Communications, China Construction Bank and other bank stocks rising.
In early trading, the military sector began to rise, with the 20cm daily limit of Guanxiang Technology, the daily limit of Pagoda Industrial, and the rapid rise of Dawn Airlines, Northern Changlong, Xinyu Guoke, Huaru Technology, Andawell, etc. Guosheng ** believes that the national defense industry is a cyclical industry in the 5-year plan, and the development of the 14th Five-Year Plan industry can be compared with the 13th Five-Year Plan, and 2024 and 2025 are expected to usher in a two-year accelerated development period.
* Stocks opened stronger, Jingui Silver rose more than 5%, Chifeng**, Sichuan**, Zhongrun Resources, Shandong**, and Western ** followed suit. The CITIC ** research report said that the U.S. economic data exceeded expectations, the Federal Reserve is expected to cut interest rates within the year, and the resurgence of the NYCB turmoil has led to increased market concerns about the U.S. banking and commercial real estate industries, and domestic and foreign gold prices have hit a new high.
The media sector bottomed out and rebounded, with Palm Reading Technology, Cultural Investment Holdings, Zhongguang Tianzhi rising by the limit, China Television Media, Southern Media, Century Tianhong, Tianwei Video, etc. rising more than 5%. On the news side, on March 6, a "groundbreaking feature-length film made entirely by AI" will premiere at the Landmark Nuart Theater in Los Angeles. Previously, in China, the blogger "AI Madhouse" recently released an AI-generated "Journey to the West" animated short film on the Internet, ** is about 4 minutes long, based on the first episode of the original "Journey to the West", using AI to depict scenes such as Huaguo Mountain, Asgard Palace, and the city on earth.
The rare earth permanent magnet plate moved, China's rare earth rose more than 8%, West Magnetic Technology, Zhongke Magnetics, Northern Rare Earth, Guangsheng Nonferrous Metals, Galaxy Magnets, Yingluohua, etc. followed up. On the news side, China Rare Earth Group recently held a special meeting on rare earth resource reserves and high-quality development at its headquarters, comprehensively summarized and consolidated the results of a new round of high-quality implementation of rare earth resources prospecting breakthrough strategic actions, further improved the ability to guarantee rare earth resources and the level of green and efficient development and utilization, and ensured that new breakthroughs were made in the increase of rare earth reserves and production.
The concept of liquid-cooled servers rebounded rapidly, Uni-President Co., Ltd. and Chuanrun Co., Ltd. 2 boards, Intel Technology rose by more than 10%, and Invic, Sunsea Intelligence, Gaolan Co., Ltd., Zhongshi Technology, etc. quickly followed up. On the news side, GTC2024 is about to be held, Nvidia will launch B100 CPU, it is worried, Nvidia will start from B100, and the heat dissipation technology of all products in the future will be changed from air cooling to liquid cooling.
Memory chip concept stocks have been repeatedly active, Infront Micro, Changdian Technology, Haoshanghao, Zhongjing Electronics, Longsys, Huahai Chengke, Hengshuo Shares, Shannon Xinchuang, Tongfu Microelectronics, etc. followed up. On the news side, according to South Korea**, due to strong AI demand, orders for HBM and DDR5 are expected to increase, Samsung Electronics and SK hynix have strengthened their attention to the best value DRAM products, and are considering increasing the input of semiconductor wafers in the factory to accelerate the transition to 10nm ***1A) and the fifth generation (1B) version, and produce HBM, DDR5 and LP-DDR5 and other first-value products.
The concept of flying cars has risen differently, Jindun shares have a 20cm daily limit, and Koyo shares, Wanfeng Aowei, Shangluo Electronics, Wang Zixin Materials, and Zhongzhi shares have followed suit.
The concept of AI mobile phones has been repeatedly active, and Siquan New Materials is approaching the 20cm daily limit, which has previously been followed by Furong Technology 4 boards, TD Optics daily limit, Xidi Micro, ArcherMind Technology, Emdoor Information, etc. On the news side, since the beginning of this year, mobile phone manufacturers have increased the research and development and application promotion of AI technology. Manufacturers from OPPO, Meizu to Realme have announced that they will fully invest in the AI field and plan to launch more valuable AI applications. The industry defines 2024 as the "first year of AI mobile phones", and it is expected that generative AI will be widely used in mobile phones in the future.
Media and game stocks have rebounded, Palm Reading Technology, Zhongguang Tianzhi daily limit, Fantuo Digital Innovation, Shanghai Film, Kunlun Wanwei, Tangde Film and Television, etc. have followed up.
Policy MessagesThe Ministry of Industry and Information Technology (MIIT) instructed China Telecom to obtain the first approval of satellite communication international telecommunication number resources
Recently, under the guidance of the Ministry of Industry and Information Technology, China Telecom Group has been approved by the International Telecommunication Union (ITU) to obtain e164 Code: (882)52 and e.The 212 code number (901)09 is used as the user dial number and network identification number of Tiantong satellite service, which is the first time that China's telecommunications enterprises have obtained international telecommunication code resources for satellite communication services. In the next step, the Ministry of Industry and Information Technology will guide China Telecom to strictly abide by the management regulations of the International Telecommunication Union, do a good job in the scientific planning and effective utilization of code and number resources, accelerate market development, promote the international operation of Tiantong satellite mobile business, and help the international development of China's satellite communication industry.
**Work report: In 2023, the production and sales of new energy vehicles will account for more than 60% of the world
*According to the work report, in 2023, important progress will be made in the construction of a modern industrial system. The transformation and upgrading of traditional industries have been accelerated, strategic emerging industries have flourished, the future industries have been laid out in an orderly manner, advanced manufacturing and modern service industries have been deeply integrated, and a number of major industrial innovation achievements have reached the international advanced level. The domestic large aircraft C919 has been put into commercial operation, the domestic large cruise ship has been successfully built, and the production and sales of new energy vehicles account for more than 60% of the world.
The Caixin services PMI was 52 in February5
Caixin China's general services business activity index (services PMI) recorded 525. Down 0 from January2 percentage points, indicating that the service sector is still expanding but the momentum is slowing. The previously announced Caixin China manufacturing PMI rose 01 percentage point to 509. For the first time since the second half of 2021, it has been in the expansion range for four consecutive months, indicating that the prosperity of the manufacturing industry continues to improve. The prosperity of the two major industries rose and fell roughly offset, and the comprehensive PMI remained at 52 in February5 unchanged.
Jufeng view
Overall, the market continues to show the best adjustment, and the industries in the two cities are again differentiated and rotated in the intraday. Aviation, nonferrous metals, communication equipment, electric power, construction, semiconductors, agriculture, forestry, animal husbandry and fishery, banking, coal, transportation facilities, winemaking, electrical appliances, media and entertainment, water, shipbuilding and other industries are active, automobiles, electrical equipment, general machinery, Internet, household appliances, culture, education and leisure, software services, daily chemicals, hotels and catering, environmental protection, chemicals, pharmaceuticals and other industries are active.
Recently, the market has continued to show a high-level ** adjustment, with local rotation and differentiation in the short-term sector, and market adjustment caused by profit-taking in the early stage and the adjustment of the main funds. However, the overall trend of the market continues to maintain an upward trend, and the short-term correction will not hinder the medium-term trend of the market to continue to improve. From a technical point of view, the Shanghai Composite Index has stood firm at 3,000 points, and the technology will be launched near the 5-day line in the short term to consolidate the support of the technical platform. The Shenzhen Component Index and the ChiNext Index continue to approach the half-year line, and in the short term, the market adjustment is conducive to self-correction and medium-term reversal. At present, the market has entered the time stage of the two sessions, and the focus of market attention in the later stage is the "tone of the policy of the two sessions" and the expectation of the implementation of future policies. Therefore, investors do not need to worry too much about the short-term adjustment of the market, and can participate in the hot spots in the market on dips, and at the same time actively pay attention to the low-absorption opportunities in the market process and carry out medium-term layout. In terms of future sector opportunities, it is recommended to pay attention to the infrastructure, building materials, construction machinery and photovoltaic and wind power that have rebounded from the boom of major projects after the holiday, and continue to pay attention to the consumption of liquor, food and beverage, new energy vehicles and electronic bulk commodities in electronics, semiconductor chips and artificial intelligence.
Author: Zhu Hualei Practicing Certificate: A0680613030001
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss.