Looking back on that year, the second brother's trend surged, which promoted the demon stock Muyuan, and also caused the CPI data to soar directly. Now that pork has surged again, can it stimulate the market demon again?
I think it is difficult to copy. In my opinion, this wave of rise is more like a rebound, rather than the outbreak of a trend.
First, judging from the pig futures index, there has been a large rise, and it did not start from the bottom. It is difficult to say whether there is acceleration here, but when it rises sharply at a relatively high position, it is inevitable that there are signs of catching up. After all, The current international environment is completely different from the original market environment.
Second, the attitude of the regulatory authorities, I think this is very important. From the perspective of the regulatory authorities, it is to maintain the stability of the price of Brother 2 and prevent the price of pigs from rising too fast.
[National Development and Reform Commission convened a meeting to analyze the live pig market situation. Participants: The Price Department will seriously deal with companies that drive up prices] On July 3, some media reported that the National Development and Reform Commission’s Price Department will hold a meeting today (July 4) to analyze the recent situation. The supply, demand and price situation in the live pig market reminds relevant enterprises to maintain the normal rhythm of slaughtering, avoid blindly pressing the market, put forward requirements not to hoard and drive up prices, and study relevant measures to maintain the smooth operation of the live pig market. (Daily Economic News)
Why did the regulators take action so quickly?
I think the core reason is that we don’t want the price of pigs to heat up too fast, causing CPI to rise (the price of pigs in our country directly affects CPI data) and prices to rise. Think about it, the whole world is currently fighting against inflation. There are only a very few countries that currently have no inflationary pressure, and our country is one of them. Therefore, we have more width in regulatory policies. Once the CPI rises too fast, I think We will also face related difficulties. If this is the case, I will also be worried about whether our monetary policy can maintain the current looseness.
Therefore, I think the rapid rise of pork here is obviously a bit of a confrontation with the regulators. Therefore, it is recommended that investors should not rush to chase, and wait until the correction comes down before considering buying low. After all, the performance of pig companies is meant to stabilize.
Regarding the current situation, I think there is a subject worthy of our attention. "As the first national large-scale chemical energy storage demonstration project approved by the National Energy Administration, the Dalian flow battery energy storage peaking power station is currently in the final stages. The battery cell debugging and system debugging stages will be officially put into commercial operation in August this year. "
The current leader Panzhihua Steel is suspected of accelerating." The company has signed a "Strategic Cooperation Agreement" with Dalian Borong, and the company has also We will work hard to strengthen contact and cooperation with other vanadium energy storage industry chain companies to jointly promote the application of vanadium in the energy storage field and actively integrate into the vanadium battery energy storage industry chain.” State Grid Yingda.
Finally, I added a theme, the micro-inverter theme, which is worth a look at Igor.
