Hello everyone, I am Ah Q who pays attention to current social affairs and predicts the A-share market . Several major news came from the market, which will affect the A-share market! If you don’t understand, you are likely to miss today’s market. Let’s get to the point!
One and two major power grids have established exclusive companies to solve the 400 billion renewable energy subsidy gap!
According to reports, my country's renewable energy power generation subsidy arrears currently total about 400 billion yuan. In accordance with the requirements of national departments, State Grid and China Southern Power Grid will respectively establish Beijing and Guangzhou Renewable Energy Development Settlement Service Co., Ltd., with financial allocations On the basis of this, special financing will be used to solve the subsidy fund gap in accordance with market-oriented principles.
This provides an operating platform to solve the shortage of funds, which is beneficial to the development of new energy sector and boosts related listed companies. The stock price is optimistic about the first line and continues to usher in an upward trend.
is explosive and powerful! Suitable for mid-line development! Related companies include: Shenghui Technology (300423), Jicheng Electronics (002339), China Super League Holdings (002471), etc.!
2. Two departments: From 2022 to 2025, 4000-6000 "small lighthouse" companies will be created as samples of digital transformation !
The Ministry of Industry and Information Technology and the Ministry of Finance issued a notice on launching pilot projects for financial support for the digital transformation of small and medium-sized enterprises. From 2022 to 2025, support local governments to carry out pilot projects for the digital transformation of small and medium-sized enterprises, improve the ability of digital public service platforms to serve small and medium-sized enterprises, and create 4000-6000 As a sample of digital transformation, this "small lighthouse" enterprise promotes the development of specialization and new .
Some institutions believe that my country's digital economy is still developing. This news will play a catalytic role, benefit the development of digital economy , and boost and promote its industrial chain stocks !
is explosive! Suitable for long-term development! Related companies include: Weishitong (002268), Yihualu (300212), Zhongke Chuangda (300496), etc.!
3. Ministry of Industry and Information Technology: We must steadily implement the national software development strategy and accelerate the cultivation of the open source ecosystem! According to the latest strategy proposed by the Ministry of Industry and Information Technology,
will focus on the development of domestic software and technological breakthroughs! Some organizations believe that my country's computer systems are currently subject to foreign markets in many aspects. As disputes become more and more intense, accelerating the localization of software will be an urgent task! Domestic software will become the focus of our country in the future!
is suitable for mid-line development! Related companies include: China Software (600536), Hi-Tech (300177), Dongfangtong (300379), etc.!
IV, Sinopec has completed a key technological breakthrough! my country's carbon fiber is about to be mass-produced!
html On August 16, according to news released by Sinopec, the first large-tow carbon fiber production line in China has completed the installation of all equipment and entered the trial production stage. After the project is completed and put into operation, Sinopec will be the first domestic company and the fourth company in the world to master large-tow carbon fiber production technology!Some experts speculate that after the project is completed and put into operation, it will increase the single-line production capacity of raw silk and carbon fiber, effectively reduce the production cost of carbon fiber, improve the situation of my country's large-tow carbon fiber being completely dependent on imports and long-term short supply, and promote the high-quality development of the domestic carbon fiber industry !
is suitable for short-term development! The explosion is powerful! Related companies include: Guangwei Composite Materials (300699), Chujiang New Materials (002171), Xingyuan Materials (300568), Zongshen Power (001696), etc.!
5. “Crazy Sand”: High-purity quartz sand is in short supply! Prices are rising like crazy!
In recent years, the price of high-purity quartz sand, which is an important material for photovoltaic , has been rising, and data shows that from 2022 to 2024, the global demand for high-purity quartz sand for photovoltaic crucibles will be 67,500 tons, 89,600 tons, and 11.00 10,000 tons, the supply and demand gap will reach 4,500 tons, 13,600 tons, and 20,500 tons respectively.
Some organizations believe that thanks to the continuous development and expansion of my country's photovoltaic industry, the current market demand has exceeded supply! Even though prices keep rising, sales are still booming! The future market size potential is still huge!
is suitable for long-term development! The explosion is huge! Related companies include: Quartz Co., (603688), Triumph Technology (600552), Zhongqi New Materials (001212), TCL Zhonghuan (002129), etc.!
Ah Q’s latest information is released before 9 a.m. every week. If you have different opinions, you can communicate in the comment area. Please continue to follow me!
