I. disk view
The index opened low and fluctuated repeatedly in the session, but it failed to turn red in the end. The intra day pattern is weak, but the general trend is not affected, and the rise in the future is still expected. On the disk, the salt lake lithium, NTF, metauniverse, game concept rose sharply, the agricultural sector rose and fell, and the decline list was mainly concentrated in energy storage, coal, securities, medicine and other directions. Technically, the index rebounded after continuous sharp rise. At present, the trend is healthy, the capacity remains good, and the shock consolidation is expected to open a new round of rising market at any time.
Big consumption should be expected to be adjusted. Yesterday, finance, consumer electronics, agriculture, medicine and Baijiu were all strong. But the obvious echelon has already separated the gap. The relative front row of agriculture, medicine and consumer electronics are not sustainable. Instead of falling back, Baijiu and liquor are normal. But this decline does not mean that the end of big consumption is over. Instead, who can rise after this callback, who is the next leader of the next wave of consumption, and now the Baijiu is the first.
Once the blue chip is pulled back, the natural capital will switch to the low level or be in the adjusted growth stocks. According to this logical relationship, it is not surprising that Yuanyu universe will rise when salt lake lithium is raised. This is the capital's active choice, but one thing that makes people uncomfortable is that Yuanyu universe and salt lake lithium are stimulated by news, Therefore, it can not be simply attributed to the self selection of capital initiative. It needs to be verified in the later stage. At the same time, what does not rise today does not mean that there is absolutely no opportunity. After the theme is excluded, growth naturally becomes the best choice for relay.
And the letter point of view: with the market and rhythm start, the market has been in the low chance of blue chips and growth sector, the blue chip is currently the biggest opportunity to see Baijiu, but the growth is relatively chaotic, as for the next who can come out, but also depends on the choice of the market, this time do not have to blind, to the market a quiet period, and then dig a new direction.
II. message plane
1. China Automobile Association: in November, China Shipbuilding Industry Group Power Co.Ltd(600482) battery loading volume was 20.8gwh, with a year-on-year increase of 96.2%
The reporter learned from China automobile industry association that in November, China Shipbuilding Industry Group Power Co.Ltd(600482) battery loading volume was 20.8gwh, up 96.2% year-on-year and 35.1% month on month. Among them, the total loading of ternary batteries was 9.2gwh, with a year-on-year increase of 57.7% and a month on month increase of 32.5%; A total of 11.6gwh of lithium iron phosphate batteries were loaded, an increase of 145.3% year-on-year and 37.2% month on month.
2. Chongqing Bishan holds preferential activities for house purchase, and the house purchase can enjoy the house purchase subsidy of the same amount of deed tax paid
Chongqing Bishan district housing and Urban Rural Development Commission said that in order to promote the healthy development of the real estate market, Bishan district is scheduled to hold a two-month house purchase preferential activity from December 10, 2021 to February 10, 2022. During the activity, buyers buy new commercial houses (limited to 1 set), parking spaces (no more than 2), commercial use houses (no more than 5) and office buildings of real estate development enterprises in Bishan, As well as the purchase of second-hand housing (limited to 1 set), those who meet the corresponding conditions can enjoy the purchase subsidy of the same amount of deed tax paid.
(Hexin investment consultant)
