During The Two Sessions, The Stock Market Rose More Or Less &Nbsp;

The two sessions this year will be held in Beijing next week, because the economic content involved in the two sessions will become the future.

According to the statistics of the past 16 years, the "popular securities" statistics show that during the "two sessions", the market rose 11 times, down 5 times, and the probability of increase was 68.75%.

Statistics also show that in the month before and after the "two sessions", the probability of market rise is higher than that of the "two sessions". From February to the "two sessions", the probability of market rise is more than 80%, and from "

Central Plains securities strategy analysis Li Jun said that this year's "two sessions" will finalize the development blueprint for the next five years, and provide greater imagination for market investors.

Li Jun expects the three themes of the two sessions: one is the theme of people's livelihood Protection, and the consumer industry, such as big agriculture, household appliances, automobile and retailing, is expected to be sustained and positively influenced; two is emerging.

CICC also said that the theme of the "two sessions", such as environmental protection, new energy, healthcare, emerging industries, agriculture and regional economy, are all worthy of attention.

The industry believes that during the "two sessions", the relevant industrial policies will be introduced densely, and the relevant plates in the A share market will also rotate, but for ordinary investors, it is not easy to grasp, and it is easy to be caught up in high places.

Chen Xiaoyang, a private person in Shanghai, said that investors should not blindly focus on the short-term theme of the "two sessions", and should focus more on the direction of the macro policy direction identified by the two sessions, and focus more on the medium and long-term opportunities that the policy brings.

Special links

March stock index or maintain range shocks

Analysts recommend three main lines to structure the market.

In February, only the last trading day was left, and the market's concern about the trend of the March stock index has been heating up.

The mass Securities Journal survey of several brokerage analysts found that the agency remained cautious in March, and most believed that the pattern of market segment shocks remained unchanged and the inflection point of the trend had not yet arrived.

The "inflationary pressure is still relatively large" is the unanimous concern of the surveyed analysts.

Li Jianfeng, chief strategist of finance securities, said inflation pressure will exist in the medium term, which will be one of the important factors that will affect the operation of the market in March.

However, Li Jianfeng also believes that with the convening of the "two sessions", the emerging industries that benefit most from structural adjustment will benefit from the warmer microeconomic environment.

Moreover, during the intensive disclosure period of annual reports, we can find structural opportunities in industries whose performance exceeds expectations.

Therefore, the market may be a shock market in March.

Several other analysts also share similar views with Li Jianfeng on the market trend. They believe that the stock market will maintain the trend of concussion and consolidation in the vicinity of the 2900 point, and the phenomenon of market differentiation will continue. This is not only existing among the weight plates, but also due to the acceleration of the hot wheels, the differentiation of the theme stocks will also increase.

Therefore, under the current market structure, we should stick to the principle of flexible investment in operation, and still focus on thematic investment when the market style pformation still does not appear.

In terms of industry allocation, You Wenfeng, chief strategist of GF Securities (000776), is optimistic about the sectors that benefit from high oil prices, such as alternative energy sources and energy saving plates. With the approaching of the "two sessions" time window, the relevant sectors and stocks that can benefit from health care, emerging industries, affordable housing construction, etc. can be arranged in advance.

Li Jianfeng suggested that we should pay attention to three main lines: first, new materials, high-end equipment manufacturing and energy saving and environmental protection industries that are most beneficial to emerging strategic industries under the guidance of structural adjustment; two, agriculture, chemical industry and wine making industry; and three, the construction and building materials industry which is expected to benefit from the construction of indemnificatory housing.

In terms of stocks, Li Jianfeng recommended Chuanyuan Technology (000551), Kowloon power (600292), pulitt (002324), pioneer environmental protection (300137), Antai Technology (000969), CIMC (000039), North Po Xin (002215), Dikang Pharmaceutical (600466), Beijing lil (002392) and Tongfang shares (600100) and other "March portfolio".