12.17 closing comments: one new low after another, what to do?
Since this week, the overall tone of the market has been adjusted, with only a few themes that have policy expectations continuing to be active,
The meeting stressed the need to “Appropriately advance infrastructure investment”and “Increase the absorption capacity of new energy sources”, as well as the need to “Push forward the reform of natural monopoly industries such as power grids and railways”in the reform of state-owned enterprises, raised the expectation of industry mergers and acquisitions.
Green Power Conference stressed that “Increase new energy absorption capacity”, “Promote coal and new energy optimization combination”, directly benefit green power, especially thermal power transformation.
[ coal chemical industry ] the meeting stressed that “Energy for raw materials is not included in the total control of energy consumption,”meaning that as long as coal is not burned, but is used to make products, it is not energy consumption, so that the project approval process can be greatly accelerated, especially good clean coal chemical industry leading enterprises.
[ logistics ] the meeting stressed the “Acceleration of the formation of internal and external connectivity, safe and efficient logistics network”, in addition to the weekend also issued the “14th five-year”cold-chain logistics development plan, logistics and transportation itself is directly benefit from the economic recovery of the varieties.
[ hydrogen energy ] with the launch of fifteen and the continuous development of the industry, the framework of domestic Hydrogen Energy Development, guidance documents are ready.
The conference continues with the mention of seeds, and there are further amendments to the seed act, document one, and so on.
[ digital currency ] the Beijing Winter Olympic Games is an important scene of domestic digital RMB pilot, but also an important public display of “Business cards”, digital RMB ushered in an important opportunity to promote. At the same time, 2022 will also be a key year for the arrival of the Digital Renminbi.
In general, we are now at the beginning of a new round of domestic macro-policy, in this context, the industry with policy expectation will be more imaginative, so the branch with expectation of industrial policy will continue to be active in the near future.
$恒生指數 (800000.HK)$ Hang Seng Index continued to low volatility, from today’s trend can be seen near the low point of resistance to power, although the technical level of Hang Seng Index decline has been contained, but there is no sign of stabilisation. If fall below 23,100 points can not recover the index center of gravity down to open falling space, the upper rebound pressure 24,000, the Hang Seng Index is still in the fall channel, in the left not clear stop the fall before do not blindly chase down.
The meeting stressed the need to “Appropriately advance infrastructure investment”and “Increase the absorption capacity of new energy sources”, as well as the need to “Push forward the reform of natural monopoly industries such as power grids and railways”in the reform of state-owned enterprises, raised the expectation of industry mergers and acquisitions.
Green Power Conference stressed that “Increase new energy absorption capacity”, “Promote coal and new energy optimization combination”, directly benefit green power, especially thermal power transformation.
[ coal chemical industry ] the meeting stressed that “Energy for raw materials is not included in the total control of energy consumption,”meaning that as long as coal is not burned, but is used to make products, it is not energy consumption, so that the project approval process can be greatly accelerated, especially good clean coal chemical industry leading enterprises.
[ logistics ] the meeting stressed the “Acceleration of the formation of internal and external connectivity, safe and efficient logistics network”, in addition to the weekend also issued the “14th five-year”cold-chain logistics development plan, logistics and transportation itself is directly benefit from the economic recovery of the varieties.
[ hydrogen energy ] with the launch of fifteen and the continuous development of the industry, the framework of domestic Hydrogen Energy Development, guidance documents are ready.
The conference continues with the mention of seeds, and there are further amendments to the seed act, document one, and so on.
[ digital currency ] the Beijing Winter Olympic Games is an important scene of domestic digital RMB pilot, but also an important public display of “Business cards”, digital RMB ushered in an important opportunity to promote. At the same time, 2022 will also be a key year for the arrival of the Digital Renminbi.
In general, we are now at the beginning of a new round of domestic macro-policy, in this context, the industry with policy expectation will be more imaginative, so the branch with expectation of industrial policy will continue to be active in the near future.
$恒生指數 (800000.HK)$ Hang Seng Index continued to low volatility, from today’s trend can be seen near the low point of resistance to power, although the technical level of Hang Seng Index decline has been contained, but there is no sign of stabilisation. If fall below 23,100 points can not recover the index center of gravity down to open falling space, the upper rebound pressure 24,000, the Hang Seng Index is still in the fall channel, in the left not clear stop the fall before do not blindly chase down.
Individual stocks:
$比亞迪股份 (01211.HK)$ Jády continued to fall, moving well within expectations, Jády’s head has formed in the short term, and the resonance of the peripheral markets of the new energy vehicle sector fell. There are some differences on the repair of the valuation. On the one hand, profit growth on the other hand, whether the sales of passenger cars will continue to grow, short-term evasion is the main thing. At present, the technical level supports 240. If it falls below, there is the risk of accelerating the adjustment, short-term adjustment waiting for the end of the main.
$比亞迪股份 (01211.HK)$ Jády continued to fall, moving well within expectations, Jády’s head has formed in the short term, and the resonance of the peripheral markets of the new energy vehicle sector fell. There are some differences on the repair of the valuation. On the one hand, profit growth on the other hand, whether the sales of passenger cars will continue to grow, short-term evasion is the main thing. At present, the technical level supports 240. If it falls below, there is the risk of accelerating the adjustment, short-term adjustment waiting for the end of the main.
$藥明康德 (02359.HK)$ Immanuel Kant continued to fall on the negative side, but fell again after the rebound today. From the current fundamentals, on the one hand, it is negative news sentiment, and on the other hand, it is the overall downward revision of the valuation of the Pharmaceutical Fund, the main short-term maintenance shock down behavior, repair here is difficult to end immediately, short-term bias wait-and-see, day pressure 150 can not break continue to maintain shock down. Yao Ming biological short-term is mainly wait-and-see.
Tesla, $特斯拉 (TSLA.US)$ a stock reviewed by some bulls, has confirmed a downtrend at the short term daily level of Tesla, just wait for it to break below the support level. As for the fundamentals, the continuous underweight has brought panic to the market, followed by a stronger interest rate, adverse growth stock valuation, especially the performance growth rate of the situation, there are some differences in the market, waiting for the end of the adjustment, the technical level of short-term pressure 1000 integer level, the support of $800 below
2318 Pingan low volatility, for the market as a whole, there are signs of a switch between high and low, the market for growth stocks is expected to be revised upward, and low value sector odds are very high, therefore, it is clear that in the near future, the Pingan refused to follow the index adjustment, short-term left-side low suction mainly, day support around 55 yuan, 63 yuan is to open the rebound space, for the safety of eight words, slow low suction, waiting to release.
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