Since August, the A-share market has been oscillating within a narrow range . It looks harmless to humans and animals, but in fact it is a scourge! For example, today, the market and market have been running around the 0 axis, with an upper and lower range of more than 20 points. However, the hot spot rotation rhythm on the market has become unbearable.
Before continuing to analyze today’s market, Jingyang will first share with you some major events that have just happened on the news, and these major events have further aggravated the market’s shock.
First, the Ministry of Industry and Information Technology issued the "Guiding Opinions on Promoting the Development of the Energy Electronics Industry (Draft for Comments)"
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)" proposing to promote energy electronics. Industrial development, comprehensive assistance to achieve carbon peak carbon neutrality. The "Opinions" propose that by 2025, the annual output value of the energy electronics industry will reach 3 trillion yuan; by 2030, industrial clusters and ecological systems will continue to improve, with new generation information such as 5G/6G, advanced computing, artificial intelligence , and industrial Internet. Technology is widely used in the energy field, and the energy electronics industry has become a key force in promoting carbon peak and carbon neutrality.
This is a major event in the news in the past two days, and it is also a major benefit in the recent carbon neutral field. Judging from the coverage of the "Opinions", it involves all aspects of new energy and energy supporting facilities, such as: actively and orderly development of light energy, silicon energy, hydrogen energy, renewable energy , and promoting upstream and downstream collaboration in the energy electronics industry chain and supply chain. develop. Guide the balanced development of solar photovoltaic, energy storage technology and all aspects of products to avoid overcapacity and vicious competition. Promote key breakthroughs in basic components, basic materials, basic processes and other fields.
If it were some time ago, this news would undoubtedly be the fuse that ignited the two major themes of new energy and energy supporting equipment, but now the entire market structure is no longer what it used to be. Under the background that the theme of is gradually cooling down in the early stage, such a big news may induce many people to add positions and to buy at the bottom. In early trading today, new energy and energy supporting equipment did have a strong counterattack because of this, but the intensity was not strong, and it was more like repairing short-term oversold.
It is worth noting that hydrogen energy, which has been dormant in the early stage, saw a large increase today stimulated by this news. But when new energy as a whole fails to return to the upward channel, how long can the strength of hydrogen energy last?
Second, California in the United States has introduced new regulations to completely ban the sale of fuel vehicles starting in 2035!
Recently, the California Air Resources Board issued a new rule that will ban the sale of new fuel vehicles starting in 2035, marking a historic step in the state's response to climate change. In addition, the commission said that starting in 2026, 35% of new passenger cars, SUVs and small pickup trucks sold in California will have to be zero-emission vehicles. This proportion will increase year by year, reaching 51% of all new car sales in 2028, 68% in 2030 and 100% in 2035 (and only 20% of zero-emission car sales will be allowed to be plug-in hybrids).
Not long ago, my country's Hainan Province also just issued the " Hainan Province Carbon Peak Implementation Plan ". According to the "Plan", by 2025, the proportion of new and replaced vehicles using clean energy in the public service field and social operation field will reach 100%. %; By 2030, the sale of fuel vehicles will be completely banned across the island. Except for special purposes, vehicles in the province's public service and social operation fields have been fully equipped with clean energy, and the proportion of new energy vehicles added and replaced in the private vehicle sector has reached 100%. In addition, we will implement preferential vehicle purchase tax policies and related support policies for new energy vehicles.
In the context of global warming , the pace of carbon neutrality will not slow down. Especially in the field of new energy vehicles, such a long industrial chain and such a huge penetrable market space are powerful tools for countries to drive economic growth. Therefore, even though some European countries have postponed the speed of replacing traditional energy with new energy due to the energy crisis, the attitude towards new energy vehicles is still very consistent.
Stimulated by this news, vehicle prices bucked the trend and rose today. This sector was previously a hot topic of new energy vehicles and was once a core branch within the theme. However, institutional participation has been significantly reduced for some time since then. Therefore, today's sudden strength, stimulated by good news, may not be able to drive the new energy vehicle theme higher.
The above are the two major events in the news today, both related to the track theme. Against the background that the overall theme of the track is at risk of cooling down, even if there are major benefits coming out, we cannot blindly take action! Some friends may ask, why can’t I buy it even though it is profitable?
Friends who are familiar with Jingyang should know that Jingyang often uses four major dimensions to comprehensively judge the market direction. These four major dimensions include news, fundamentals, capital and technology. Therefore, even if it is beneficial, it may not necessarily change the capital flow and technical form of a sector. Take the recent trend of most track sectors as an example. At least up to now, they are still in the shock zone or the weak zone, and no sector has shown signs of stopping the decline and stabilizing.
In addition, Jingyang would like to remind everyone that something that Jingyang was very worried about a few days ago is slowly happening!
In December last year, after the track stocks peaked, the main funds suddenly could not find a new direction in the market, so their willingness to trade dropped off a cliff. Judging from the daily transaction data, from December last year to April and May this year, institutional seat buying was ridiculously low. After May this year, the situation began to slowly improve. However, in the past few days, as the risk of cooling off track stocks has intensified, institutional seat buying has once again fallen off a cliff. This morning, according to transaction data compiled by Jingyang's "A-share fierce news", institutional seat buying dropped to the lowest point in the past two months yesterday. This is very similar to the situation in December last year!
Therefore, Jingyang must remind everyone again that in the future, the operating difficulty of the entire market will further intensify! In this case, the first thing we ordinary retail investors have to do is to reduce the position of and , and then reduce the trading frequency. Because doing less can lead to fewer mistakes, and only short positions can reduce losses. When the market environment is not good, try to control the drawdown of your account, so that when the market warms up, you can push the rate of return to new highs!
