Midday interpretation: the three indexes fluctuated slightly, and the concept of lithium extraction from Salt Lake strengthened

[morning review]

In early trading, the three major indexes collectively closed up, and the Shanghai Composite Index fell 0.32% to 3661.12 points; The Shenzhen composite index fell 0.24% to 15111.35 points; The gem index rose 0.28% to 3468.92 points. On the disk, energy metals, games, cultural media, photovoltaic equipment, fertilizer industry and other sectors were active in the industry, while shipbuilding, securities, diversified finance, airports, banks and other sectors led the decline. In terms of concept, lithium extraction from Salt Lake, meta universe concept, cloud games, e-sports, film and television concept are strong, while brokerage concept, low-carbon metallurgy, pumped storage, helium concept and JD finance are weak. In terms of energy, as of the closing of the afternoon market, the two markets had a total turnover of 730.2 billion yuan.

[afternoon opportunity]

At a regular press conference held by the Ministry of Commerce recently, spokesman Shu Jue Ting said that the regional comprehensive economic partnership agreement, or RCEP, will enter into force on January 1, 2022. This is a new major progress in regional economic integration in East Asia, which will effectively stimulate the growth of trade and investment in the region, improve the overall business environment in the region and stabilize the regional industrial chain supply chain. At present, China’s preparations for the implementation of RCEP are ready to ensure the full performance of its obligations when the agreement comes into force.

After RCEP takes effect, we hope to promote the accelerated development of cross-border e-commerce. There is a separate chapter in the RCEP agreement on e-commerce, which will benefit cross-border e-commerce from three dimensions after it takes effect: ① tariff reduction; ② Improve logistics efficiency; ③ Reduce compliance risk.

In recent years, with the rapid development of cross-border e-commerce industry, the epidemic has catalyzed the increase of overseas retail online penetration, and the rise of brands going to sea and emerging markets, which is expected to drive the share of special line and overseas warehouse mode.

 

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