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1、 Market Review
Yesterday, the market style switched, and the high-level continuous board stocks began to ebb. The market returns to logic. As a new variety of institutions, green power is also one of the few directions with industrial logic in the whole market. It continued to lead the rise of the market yesterday. It is the most shining plate in the whole market!
2、 The sector with industrial logic rose sharply yesterday and accumulated profit in the short term. It is inevitable to bump after rising today, but you can be more patient with the sector with industrial logic.
3、 Today’s news:
1) [carbon neutralization] the business management department of the people’s Bank of China will redeploy the implementation of carbon emission reduction support tools, and the emission reduction funds may be gradually implemented, which is more positive for green power operators.
2) [railway] after midnight on December 23, the State Railway Administration issued the “14th five year plan” for railway scientific and technological innovation, aiming to further improve the railway’s innovation ability and scientific and technological strength, make the technical equipment more advanced and applicable, and widely apply green and low-carbon technologies by 2025.
3) [hydrogen energy] it is reported that on December 21, Yuchai officially released China’s first commercial vehicle hydrogen engine, which is an important step for China’s gas turbine industry to promote power transformation under the background of the hydrogen energy era.
Investment strategy: the two main lines of yuanuniverse + green power core continue to attack, and the cross year market continues to be optimistic; It is suggested to continue to grasp the low absorption opportunities of core sub varieties such as agricultural seeds, hydrogen energy, power grid and green power.
(Tianding securities)
