On the last trading day of the Year of the Ox, the three major indices opened higher collectively, out of a "V"-shaped reversal in early trading, the CRE Index once fell below 2,900 points, and the northbound capital outflow exceeded 3 billion yuan. As of the close, the Shanghai Index fell 0.97%, and the Shenzhen Component Index Down 0.53%, the ChiNext Index rose 0.07%.

  On the disk, the digital currency, education, and pork sectors strengthened, and the scenic spots and tourism sectors set a limit-up trend. Coal, liquor, and banking sectors were among the top losers.

  Wind data showed that more than 3,300 stocks in the two cities rose.

Northbound funds once again sold a net 12.466 billion yuan unilaterally, with a net sales of over 10 billion yuan for two consecutive days.

In January, northbound funds still accumulated a net purchase of nearly 16.8 billion yuan.

  Tourism, pre-prepared dishes soar

  On the sector, the tourism sector rose sharply, with Jiuhua Tourism, Tianmu Lake, Caesars Tourism, and Lingnan Holdings daily limit.

On the news side, recently, the Ministry of Culture and Tourism released the domestic tourism data for 2021.

  In 2021, the total number of domestic tourists will be 3.246 billion, an increase of 367 million or 12.8% over the same period of the previous year (recovering to 54.0% in 2019).

Domestic tourism revenue (total tourism consumption) was 2.92 trillion yuan, an increase of 0.69 trillion yuan or 31.0% over the same period of the previous year (recovering to 51.0% in 2019).

The per capita consumption per travel was 899.28 yuan, an increase of 125.14 yuan or 16.2% over the same period of the previous year.

  As the Lunar New Year of the Tiger approached, the pre-prepared vegetable sector strengthened. Xi'an Catering and Lingnan Holdings rose by more than 5%.

The Spring Festival is approaching, the catering market is hot, and the prefabricated vegetable industry is expected to benefit.

  This year, pre-made dishes have attracted much attention.

At the two sessions of Shandong Province held a few days ago, Zheng Simin, deputy to the Shandong Provincial People's Congress and chairman of Delis, and Hui Zengyu, member of the Shandong Provincial Committee of the Chinese People's Political Consultative Conference and chairman of Huifa Foods, respectively made suggestions and suggestions for the development of the prefabricated vegetable industry, all of which proposed to make good use of Shandong's industry. Advantages, plan Shandong prefabricated food industry cluster, and build Zhucheng into "China's prefabricated food capital".

  Minsheng Securities believes that the development of the prefabricated vegetable industry includes not only the internal demand for the development of the agricultural industry to a certain extent, but also the urgent needs of the public to cope with the epidemic prevention life, as well as the deep desire of urbanites for the fast-paced and residential economy.

With the continuous development of takeaway business and group meal business in the domestic catering market, the market penetration rate of prepared dishes is expected to continue to increase in the future.

iResearch predicts that my country's prefabricated vegetable market will reach 345.9 billion yuan in 2021, and it will exceed one trillion yuan in the next 6-7 years.

  机构:投资者应“风物长宜放眼量”

  中信证券指出,A股市场短期调整偏离了国内货币宽松的趋势,美联储宽松退出等外部变化并不会制约国内政策风格,也不改变外资长期增配A股的趋势。其次,市场短期调整亦偏离了政策支撑下的基本面趋势,国内经济增速下行压力最大的时点已过,货币先行发力超预期后,其它部委和地方的接力预计将形成政策合力,“政策底”已经明确。最后,美联储上半年政策退出路径已明确,美股和美债前期充分反应后敏感度已降低,预计长假期间海外市场实际风险已经不大。综上所述,“情绪底”和“市场底”共振下,A股的超调带来了布局上半年行情的更好买点。

  国盛证券称,当前市场情绪过于激进,风险经过释放后,有助于寻找“市场底”。市场情绪终将回归理性,因此急跌可考虑回补仓位。配置上,可关注不断做强做优做大的“数字经济”板块、回撤较大的家电板块,后期或因股价下跌幅度远大于业绩降速形成估值差而迎来估值修复行情。在“双碳”目标下,我国氢能产业发展正步入快车道,氢能源领域前期涌入较多资金且题材具备想像空间,可继续跟踪。

  粤开证券提到,投资者应“风物长宜放眼量”。在“以我为主”的主旋律下,稳增长仍是近期市场重心,无论是宽货币还是宽信用,政策托底经济值得期待。对于后市,节前市场追逐确定性,大盘蓝筹表现优于中小盘,节后政策预期再起,市场转而追求高弹性。预计一季度稳增长仍是主线行情,预期之下率先开启一波大盘股占优的行情。配置思路上,一是近期关注大盘股的表现,大盘股存在着较强的阶段性反向切换的需求。关注稳增长低估值主线,基建与地产链条的房地产、建材、家电等以及扩内需的休闲服务、食品饮料等消费行业。二是全年关注中小盘表现。今年分母端的边际变化对中小盘股走势形成支撑,稳增长显效阶段关注预期改善与相对盈利增速占优的投资方向,高质量转型发展重点支持的能源转型、高端制造、数字经济等方向。

  Shanxi Securities: Still optimistic about the follow-up performance of the A-share market. On the one hand, my country's monetary policy returned to normalization earlier after the epidemic, and the bubbles in the stock market were limited, especially after the collapse of the group stocks in early 2021, the continuous adjustment in the consumer sector. The bubble has been fully squeezed out, the overall valuation is at a reasonable level, and the valuation of some sub-sectors is at a historically low level.

On the other hand, the policy difference between being loose inside and outside tight is already a clear-cut way to play, and the domestic policy environment is better.

In addition, overseas funds tend to increase their holdings of domestic assets, which is expected to increase the amount of energy in the market.

It is recommended to balance the mentality, with strong performance certainty in bargaining layout, high industrial prosperity, and home appliances, pharmaceutical biology, national defense and military industry, social services and other sectors with larger valuation space for repair, waiting for the marginal recovery of market sentiment after the year. Chance.