Yuanda: there is an obvious opportunity to switch between high and low defensive plates

today's disk

Today, the Shanghai and Shenzhen stock indexes showed a shock pattern as a whole. The gem index and Shenzhen composite index rebounded slightly after opening low, the gem index rose and fell, and the pressure near 3300 was obvious.

From the industry sector growth ranking, helium concept, traditional Chinese medicine, longevity medicine, hair medicine, influenza, exclusive drugs, assisted reproduction, vaccine cold chain, hydrogen energy and other sectors led the rise, while virtual digital, meta universe concept, Hongmeng concept, cloud games, smart TV and other sectors led the decline. As of the time of posting, the number of gainers has exceeded 3000 and the number of losers has exceeded 1000, which has a good profit-making effect.

message interpretation

Zhang Jianhua, Secretary of the Party group and director of the national energy administration, released seven key tasks for next year's energy work. Among them, we will accelerate the tackling of key technical and equipment problems. We will focus on tackling key technical problems in key areas such as gas turbine, nuclear power, renewable energy, oil and gas, energy storage and hydrogen energy, and strive to make breakthroughs in green and low-carbon cutting-edge technologies. Vigorously carry out technological and industrial innovation. We will strive to build a standard system for carbon peaking and carbon neutralization in the energy field and promote digital technology innovation. Accelerate the application of 5g and blockchain in the energy field, promote the large-scale and market-oriented development of new energy storage, and explore a new development model of hydrogen energy and comprehensive intelligent energy services.

As of November 2021, 29 provinces and cities including Beijing, Hebei, Sichuan, Shandong and Inner Mongolia have issued policies related to the development of hydrogen energy industry, and more than 48 cities have issued hydrogen energy policies to promote the development of hydrogen energy industry. According to the report on the development of China's hydrogen energy industry 2020 issued by China electric vehicle hundred people's Association, by 2025, the number of hydrogen energy vehicles in China is expected to increase from 7352 in 2020 to 100000, with an annual compound growth rate of 115%, and the market scale will reach 80 billion yuan.

Therefore, we believe that under the background of carbon neutralization and carbon peak, the direction of new energy is still a deterministic direction, which deserves long-term attention. Short-term adjustment may be an opportunity for midline layout, and high-quality targets of the industrial chain can be mined on bargain hunting.

should focus on strategies and directions

This week is the last week before the year. The index resilience needs to be paid careful attention. In terms of overall operation, it is recommended to see more and move less, and control the overall position. In the short term, the Shanghai index focuses on the support of 3580-3600, and the gem index focuses on whether it can stand at 3300. In terms of market hot spots, the plates continue to rotate, defense varieties are favored by funds, and the high-low switching is obvious. Strategically, it is suggested that the central line should focus on low undervalued core value blue chips, and high-profile technology growth stocks can wait for the opportunity to adjust in place. Uphold the principle of low absorption.

(Yuanda)

 

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