[stock market closes] Prev turns red in the afternoon and lithium battery stocks rise and stop again.

The Prev rose 0.4% in the afternoon, the gem index rose high, and the Ningde era rose 5.27% to an all-time high, becoming the first company with a market capitalization of more than one trillion yuan. The theme of the two cities is active, individual stocks are more red than green, and the money-making effect is strong. Novel coronavirus tested that it was strong in early trading, carbon neutralization and medical beauty were strong throughout the day, the military sector rose in the afternoon, lithium battery stocks rose again, more than 10 stocks rose by the daily limit, and the concept of providing for the aged and baby was pulled up in late trading. In terms of high-bid stocks, Rongyu Group has 10 boards in 12 days, 7 boards in contact interaction, 7 boards in 8 days in Jinsen, Fujian Province, and 5 boards in Jianyu Information. On the disk, medical devices, medical beauty, lithium batteries and so on led the increase, while airport shipping, hotel catering, scenic spots and tourism were among the top declines.

As of the close, the Prev index rose 0.4% to close at 3615 points, the Shenzhen Composite Index rose 0.97% to close at 14996 points, and the gem index rose 2.38% to close at 3309 points.

Citic Securities believes that with the further cooling of global commodities, the high point of inflation expectations has passed, and monetary policy constraints at home and abroad have gradually eased; macro liquidity is loose and stable, market liquidity has improved, and foreign capital inflows may continue to exceed expectations; A-share reporting performance will be differentiated, commodities weakened, the relative growth cycle will be more dominant. In terms of configuration, it is recommended that investors seize the structural opportunity to continue to lay out the plate with the dual attributes of science and technology + manufacturing.

Haitong Securities said that the appreciation of the RMB is essentially due to China's large trade surplus, which helps to ease the pressure on the cost of raw materials and strengthen the trend of foreign capital inflows. The post-Spring Festival market adjustment stems from inflation concerns, which are weakening, corporate earnings expansion supports the market upward, and the bull market is rebuilding. The leading high-quality companies in various industries represented by the Mao index are still well configured and kept correct. Smart manufacturing, which has rapid profit growth and conforms to the policy direction, is surprisingly flexible.

Huatai Securities analysis, the general trend continues to maintain the medium-term strategic point of view: the market has broken through the horizontal volatility, is "make-up lessons" to reflect a quarterly report under the overall super-market expectations of the annual performance expectations are raised, the current to the end of Q3 is expected to achieve positive earnings. In terms of industry choice, tactical perspective, it is suggested that we should continue to pay attention to the three main lines of transaction: 1) industry rotation perspective, machinery, roads, special steel, general retail; 2) scarce capacity perspective, copper, aluminum, fiberglass, gypsum board, rare earth; and 3) profitability perspective, general machinery, automation, medical devices, beer, panels, semiconductors, coal, decorative materials. From a strategic perspective, it is suggested to configure two main lines: 1) small manufacturing faucets related to carbon neutrality and intelligence; 2) the rise of "multipolarization" of consumption and the "second" sinking.