策略周报：注意业绩的影响

Group 1: Market Overview - The five major indices tracked last week all experienced gains, with the CSI 300 Index and the Shanghai Composite Index reaching new highs for the year on February 21, indicating a strong market trend [2][20]. - The performance of major indices last week was as follows: CSI 300 increased by 1.00%, Shanghai Composite Index by 0.97%, Shenzhen Component Index by 2.25%, ChiNext Index by 2.99%, and CSI 500 by 1.84% [10][11]. Group 2: Industry Performance - Among the 31 first-level industry indices tracked, 16 saw an increase while 15 experienced a decline. The top five performing industries were telecommunications, machinery, electronics, automotive, and computers, while the bottom five were coal, media, real estate, non-ferrous metals, and oil & petrochemicals [11][12]. Group 3: Trading Data - Total trading volume last week was 698.377 billion shares, with a total transaction value of 9,569.817 billion yuan. There were 3,327 stocks that rose and 1,993 that fell [12][13]. - As of the end of last week, 73 stocks reached historical highs, while none reached historical lows. The number of stocks hitting new highs over the past 30, 60, and 120 days were 1,064, 751, and 325 respectively, while the number of stocks hitting new lows were 262, 94, and 59 respectively [14][15]. Group 4: Margin Trading Data - Margin trading data indicated that the weekly financing balance increased by approximately 32.2 billion yuan, while the weekly margin short balance increased by about 0.4 billion yuan [15].