1. Consumption
Driving events: the meeting of the Political Bureau of the CPC Central Committee held on December 6 stressed that next year’s economic work should be stable and seek progress while maintaining stability. We should implement the strategy of expanding domestic demand, promote the sustained recovery of consumption, actively expand effective investment and enhance the endogenous driving force of development; We will promote the construction of affordable housing, support the commercial housing market, better meet the reasonable housing needs of buyers, and promote the healthy development and virtuous cycle of the real estate industry.
Related stocks: Zhejiang Supor Co.Ltd(002032) , Hangzhou Robam Appliances Co.Ltd(002508)
2. Photovoltaic
Driving events: this week, the price range of China’s single crystal re feeding was 256000-269000 yuan / ton, the average transaction price was 262000 yuan / ton, down 3.75% on a weekly basis; The price range of single crystal compact is 253000-267000 yuan / ton, and the average transaction price is 260000 yuan / ton, down 3.6% on a weekly basis. Previously, Longi Green Energy Technology Co.Ltd(601012) and Tianjin Zhonghuan Semiconductor Co.Ltd(002129) lowered the price of silicon wafers respectively.
Related stocks: Risen Energy Co.Ltd(300118) , Trina Solar Co.Ltd(688599)
3. Rural consumption
Driving events: on December 8, the State Council Information Office held a regular policy briefing of the State Council to introduce the relevant situation of the 14th five year plan to promote agricultural and rural modernization. Wu Xiao, director of the rural economy Department of the national development and Reform Commission, said to promote the upgrading of the consumption ladder of rural residents. Take multiple measures to increase farmers’ income, develop and expand rural industries to enrich the people, improve the employment support policies for migrant workers, endow farmers with more property rights, improve the proportion of farmers’ land value-added income sharing, and implement rural consumption promotion actions. We will encourage qualified areas to carry out the renewal of rural household appliances, and implement subsidies for furniture and home improvement and a new round of automobile to the countryside. We will promote the upgrading of durable consumer goods for rural residents. We will vigorously implement rural construction, improve rural public infrastructure, improve the level of rural basic public services, and build a new home suitable for living and working. We will strengthen the construction of the rural market system, improve the business service network, and optimize the rural consumption environment.
Related stocks: ingenuity furniture, Xlinmen Furniture Co.Ltd(603008)
