body:
1、 Market Review
Stimulated by the favorable economic work conference at the weekend, yesterday the gem index continued to rise and close the entity positive line, realizing four consecutive positive. Green power / yuanuniverse were the two star plates of yesterday’s market, and the overall market sentiment was relatively good.
2、 Since the panic of the market last Tuesday, the market has risen for 4 days and accumulated some profit margins. Today’s turbulence is also normal. At present, there is no problem in the market sentiment atmosphere.
3、 Today’s information
1) [Baijiu price] recently, some of Sichuan’s top brands were raised by 50 yuan / bottle, which has been implemented since January 1, 2022. The unplanned price of gaoguojiao 1573 is expected to increase from 950 yuan / bottle to 990 yuan / bottle, which will be implemented from January 2022.
2) [lithium ore] battery grade lithium carbonate & quasi electric carbon: the transaction price is more than 245000 yuan / ton (about 5000 yuan / ton higher than three days ago), and the manufacturer’s quotation has been 250000 yuan / ton.
3) [wind power] solicit opinions on the management measures for the transformation, upgrading and decommissioning of wind power plants, and offer lower prices through sea wind bidding.
4) [games] the annual conference of China’s game industry will be held from December 14 to 16.
Investment strategy: the economic work conference will set a stable tone, and the slow bull pattern will continue next year; Among them, it is suggested to grasp the direction of photovoltaic cells, green power, coal chemical industry and petrochemical driven by the new setting of high-rise energy!
(Tianding securities)
