1. The document "Opinions on Deepening the Construction and Reform of the Modern Vocational Education System" was issued
Interpretation: Qualified vocational education projects will be included in the scope of support for local special bonds, budgetary investments, etc. Vocational education is expected to usher in greater development space During the period, the sector has been in a continuous downward trend since December 5th. It will definitely stop falling and rebound tomorrow to usher in a larger increase. Today's Hong Kong stock market closing education sector also rose sharply. I estimate that it will also stimulate the A shares vocational education sector to rise tomorrow. In addition, we can also follow up on the education industry sector.
2. China Securities Regulatory Commission: Support real estate development in bond issuance , equity financing and other aspects, and allow qualified real estate companies to "backdoor" listings
Interpretation: This is good news for the real estate sector to make profits again. The real estate sector is rushing today. It is such a pity that the real estate sector has continued to decline since the end of November, with a cumulative decline of 7.23%. However, the decline has significantly eased today. I guess the document from the China Securities Regulatory Commission is sending a warm spring breeze. The A-share real estate sector is expected to close with an increase on Thursday. You can see how it goes, but it is best to move in and out quickly, and it is not advisable to stay for a long time.
3. Passenger Car Association: Last week, the retail sales of passenger cars increased by 244% month-on-month and increased by 218% year-on-year.
Interpretation: I estimate that the release of this data will have an impact on the A-share automotive sector (including new Energy vehicles (, auto parts and complete vehicles) will be relatively good news. I will use new energy vehicles to explain. This sector has been falling continuously recently, with a cumulative decline of 4.93% since December. I guess there is a demand for a rebound, but the decline continues to intensify today. We will see if there will be a rebound opportunity tomorrow.
4. The 2022 Global Unicorn Enterprise 500 Conference will be held in Qingdao, Shandong Province on December 22.
Interpretation: This conference is organized by Qingdao City, the People’s Republic of China Sponsored by the University's China Private Enterprise Research Center, the trend of the A-share unicorn concept sector is also relatively weak, with a cumulative decline of 6.31% since December 5. Tomorrow's conference may bring an opportunity for this sector to stop falling and rebound. You can pay attention to see how it goes and follow up appropriately.
Fifth, the 2022 Guangdong-Hong Kong-Macao Greater Bay Area Global Investment Conference reached 853 cooperation projects today, with a total investment of 2.5 trillion yuan. The projects mainly involve semiconductors, energy storage equipment, biomedicine , auto parts and other fields
Interpretation: This investment conference will be held on December 21 It will be held on the 22nd and is hosted by Guangdong, Hong Kong and Macao. It mainly involves the A-share Guangdong-Hong Kong-Macao Greater Bay Area sector and the Hengqin New Area sector. However, these two sectors actually opened lower and moved lower today. They did not gain gains due to the holding of today’s investment conference. It is a pity. Tomorrow is the last day of the conference, and more investment projects will be announced. I estimate that these two sectors can take a closer look tomorrow and Thursday, and then make the right decision.
6. Large-scale new energy wind and solar base project in the Yangtze River Delta region - Three Gorges Energy's 1.2 million kilowatt wind and solar storage base project in southern Fuyang, Anhui has been connected to the grid
Interpretation: This project adopts a new energy base development model that combines wind power, photovoltaic and energy storage. The project is expected to drive the development of wind and solar storage. In addition, The National Energy Administration stated that it plans to rely on the cascade hydropower regulation capacity of the lower reaches of the Jinsha River to drive the development of new energy sources such as wind power and photovoltaic power generation in the surrounding area of more than 60 million kilowatts. New energy is the key development direction in the future, and wind power, photovoltaic and other sectors have been declining continuously since December 5, obviously underperforming the market , and there is a strong rebound demand. Let's see how they perform tomorrow.
7. Ministry of Industry and Information Technology: From January to October, my country's lithium-ion battery industry continued to grow rapidly
Interpretation: The lithium battery concept sector has been relatively weak in recent times, and has been declining. The market has no signs of stopping the decline. According to the news, the price demand and price of lithium carbonate continue to weaken and fall. The market expects that the price of lithium carbonate will still be difficult to rebound in the short term. I estimate that the A-share lithium battery sector is more likely to continue to fall. It is better for everyone to be cautious, but we can see how the trend will be tomorrow and pay attention first.
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