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1、 Market Review
The first half of last week was dominated by the adjustment of the index, which panicked on Tuesday, and then the gem index rebounded and repaired for three consecutive days. Last Friday, the market began to enter a rotating pattern. The previous rising plates (securities companies / green power) rested to digest profit taking. On Friday, the rise was led by lithium batteries that had not risen much in the early stage.
2、 On the whole, the current market sentiment is not a big problem, and the plate is in a rotating pattern.
3、 Today’s information
1) [yuancosmos] on December 10, baidu announced that it would release a yuancosmos product “xirang” on December 27. Baidu AI developer conference will also be held in xirang app. The virtual venue will accommodate 100000 people at the same time.
2) [green power] economic work conference: Based on the basic national conditions dominated by coal, pay attention to the clean and efficient utilization of coal, increase the consumption capacity of new energy, and promote the optimal combination of coal and new energy.
3) [brokerage] economic work conference: on the capital market, it is clearly pointed out that “the full implementation of the stock issuance registration system” is not far from the full implementation of the registration system, which is good for brokerage companies.
4) [state owned enterprise reform] state owned enterprise reform: SASAC requires to ensure that more than 70% of the three-year reform tasks will be completed in 2021, and pay attention to the technology companies under central enterprises.
Investment strategy: the central economic work conference was held, and high-end manufacturing and new energy ushered in heavy policy outlets. Among them, the new energy subdivision [lithium extraction from Salt Lake] is at the bottom of the stage, ushering in strategic warehouse building opportunities.
(Tianding securities)
