Today's market is really a world of ice and fire. On one side is the cycle represented by shipping, and old energy represented by coal, oil and gas has surged; on the other side, new energy represented by photovoltaics, energy storage, lithium batteries, etc. has plummeted.
Old energy is rising, new energy is falling, and the seesaw effect has resulted in many people still losing money in their accounts even though the index has risen today.
Last night and today, many people took advantage of the rumors that some European and American countries gave up on carbon neutrality and , and sang bad news about new energy. Here is a rational analysis post: We must believe in common sense and not clickbait.
Similarly, the rise of old energy also has a strong policy-driven effect. The power rationing in Sichuan at home and the energy crisis represented by European gas abroad have made the rise of old energy also have a strong logic.
Tonight, in the direction of shipping, oil and gas, many big tickets have been published. Let’s see what the feedback is tomorrow.
As for new energy, the Ministry of Industry and Information Technology issued a bunch of good news after the market closed: On August 25, the Ministry of Industry and Information Technology issued the "Guiding Opinions on Promoting the Development of the Energy Electronics Industry (Draft for Comments)". The "Opinions" proposed that by 2025, energy electronics The annual output value of the industry reaches 3 trillion yuan.
The draft for comments names lithium batteries, perovskite and other batteries, energy storage, sodium batteries , hydrogen energy and a bunch of other s. They are basically in the direction of the new energy wind and solar storage track. The opinions are still there. One highlight: encourages companies to build green energy facilities on their own premises and cooperate with green energy solution providers to consume them nearby. This formulation is relatively new, especially in the context of the current power cuts in Sichuan. To put it bluntly, it allows companies to build their own energy storage facilities in case of emergency needs. If stimulus policies can really be used to mobilize the enthusiasm of enterprises, the market prospects will still be great.
As for whether new energy sector will rise tomorrow, let the market verify it!
Another hot topic today is the market rumor that Chinese concept stock has reached an agreement with beautiful country ! Hong Kong stocks Internet concepts have soared. Tonight US stocks opened, and Chinese concept stocks are currently soaring.
Regarding the authenticity of this matter, Cai Wenjun believes that market interpretation is not without basis for believing that the rumors are true:
Yesterday’s National Standing Committee clearly mentioned the introduction of measures to support the development of the private economy and platform economy. According to previous practice, the relevant departments may soon implement what the Standing Committee of the State Council has said to do;
Previously, state-owned enterprises such as PetroChina, Sinopec, , Chinalco, etc. announced that they would collectively delist from the U.S. stock market. The market interpretation is that for private enterprises in the The listing of the US stock market is paving the way, so the matter of audit draft really needs to be explained later.
Today, Xiaomi and Tencent all spent money to repurchase shares. Is it a coincidence?
One more thing, Alibaba , Meituan , Jingdong are all big stocks. If they want to rise sharply, ordinary small investors may not have that much power. Is it just because of a rumor that institutions are involved in the big move? If it turns out that this is false news, then the current institutions are too deceptive!
Of course, analysis is analysis. Everything depends on whether there will be an official announcement later. I wonder if any reporters will ask about this at the regular press conference tomorrow. Since public opinion is so fermented today, it stands to reason that before the weekend, the relevant departments should have a statement.
Another basis for reference is mainly based on the trend of the US stock market concept stock and the Hong Kong stock market tomorrow. Caiwenjun hopes it is true, because the Hong Kong stock market has risen, and it is also positive for A shares Leading role.
Other news worthy of attention are:
US media: Biden will sign an executive order on chip production on Thursday
CNN (CNN) quoted a copy of the executive order on August 25 and A statement from National Economic Council Director Brian Deese reported that U.S. President Biden plans to sign an executive order on Thursday aimed at implementing the chip law.
The executive order will detail six priorities for implementing the CHIP law in the coming months, including speed, oversight and relationships with the private sector.
The last time Biden signed the chip bill, A-share chip semiconductors had a sharp rise. Recently, the chip sector has plummeted. Let’s see what tricks Biden will play this time.
CCTV Finance is blowing the news tonight that semiconductor wafers are in short supply.
electronic ID card and digital currency Good news today:
Beijing Daily reported today that concerns everyone! Our country will build an authoritative and trusted digital identity chain:
Recently, the "Revelation and Leadership" list project in the national key research and development plan - "Digital identity based on legal documents blockchain technology" led by the First Research Institute of the Ministry of Public Security " Research and Application" was officially launched and entered the implementation stage. "Chang'an Chain", as the underlying platform of the blockchain, will support the construction of a high-performance distributed digital identity architecture, while provides technical support for the construction of my country's trusted digital identity system. In the future, daily travel, electronic payments, public services, etc. will be more convenient, and personal privacy information will be better protected.
Tonight, the Financial Times, a subsidiary of the central bank , reported that recently, the digital renminbi (pilot version) App has been updated to a new version. The main update content is "digital renminbi payment service upgrade, adding bank cards to the wallet, and recharging as you go." More convenient” .
Recently, the digital economy field has continued to benefit. The front is mainly about east and west, and there are many digital energy catalysts. It is rising well. It is worth paying attention to whether digital currency and digital ID cards will also come.
According to the official WeChat news released by the customs, in accordance with the port epidemic prevention and control situation, the General Administration of Customs will activate the ninth version of the "People's Republic of China Exit/Entry Health Declaration Card" at 0:00 on August 31. Declaration requirements for entry personnel’s nucleic acid test information, past infection status, and vaccination date.
There has been a lot of news about the travel chain recently. Let’s see if it will stimulate the post-epidemic concept. The epidemic in Hainan has basically stabilized, and the number of people is declining every day.
Caiwenjun made a forward-looking analysis Deyang Flywheel Energy Storage last night. Today, concept stocks in the sector broke out, and many stocks surged.
In the evening, CCTV Finance also blew the whistle.
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