Tianding Securities: urgent proposal for domestic substitution of lithium resources and actively explore opportunities related to lithium resources

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I. Market Review

Yesterday, the disk opened low and went low. The gem index once fell 2.6%, and the market was relatively depressed. The news stimulated the relative strength of relevant sectors in Russia and Ukraine. Shanghai Stock Exchange rose strongly in late trading, and the price rising varieties performed strongly;

II. Russia and Ukraine are becoming more and more intense. Due to the dense news protection of the relevant benefit sectors of Russia and Ukraine, the probability of breaking the deadlock is very high, which is also the focus of today's observation. Once the theme is sustainable, the money making effect is easy to spread.

III. today's information

1) [Federal Reserve] Powell attended the congressional hearing last night. His main view is: raising interest rates will still be a gradual process, and it is still appropriate to raise interest rates by 25 BP in March; Higher than expected stimulus peripheral index.

2) [crude oil] international oil prices rose for three consecutive days. Brent crude oil futures in May closed up 7.58% to US $112.93/barrel, a new closing high since June 2014; Oil and gas stocks benefited.

3) [power grid] National Energy Administration: actively promote the construction of large-scale wind power photovoltaic base projects and strengthen the construction of transmission projects. Transmission project mainly refers to power grid construction, which is mainly to meet the consumption of new energy.

Investment strategy: actively grasp the iron bottom in the construction stage of gem; In terms of hot opportunities, domestic substitution of lithium resources is urgent, and it is suggested to actively dig for relevant companies rich in lithium resources; In addition, high boom hot spots such as medicine and digital economy can continue to be tracked.

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