[pre disc interpretation]
Last Friday, it can be said that the death of "ningwang" caused many popular benchmark stocks to shake back, the record index fell sharply, the Shanghai index was also dragged down, and the market entered the second bottom stage. The market fell back as expected, but our bullish view on the medium and long term remains unchanged. Short term fluctuations are regarded as a reasonable wash, so there is no need to panic for the time being.
On the disk, Contemporary Amperex Technology Co.Limited(300750) will fall down with Baijiu battery and photovoltaic, and the stock market will follow suit. The market sentiment will be freezing. Compared with the related consumer stocks headed by liquor, the action of the plate is obvious, the recent activity is higher, and the continuity is also highlighted, which can be further observed. In terms of subject matter, metauniverse, as a hot direction indicator in the near future, has good industry prospects and considerable overall future trend. It is recommended to pay attention to it.
Technically, the stock index was blocked and fell near the platform pressure of 3650, indicating that the market upside momentum is insufficient, and there is a demand to continue to step back for confirmation in the short term, which is a normal and reasonable way to wash dishes. Next, if the index inertia goes down, focus on the support of the range of 3580-3600 points. If it rebounds, continue to focus on the breakthrough performance near 3650 points. The position is controlled at about 50%, both forward and backward.
Strategically, the Contemporary Amperex Technology Co.Limited(300750) slump in the short term triggered a chain reaction. The new energy industry chain fell sharply and the gem fell sharply. However, the good news of the carbon peak scheme in the energy field was announced at the weekend. Today, we can pay attention to whether there is a willingness to repair. At the same time, the high and low switching on the disk is obvious. With the opening of the monetary easing cycle, undervalued blue chips are expected to usher in a new round of market opportunities. In terms of operation, pay attention to the selection of varieties and batch configuration on the basis of controlling the total position.
[message side]
An important rural work conference was held in Beijing.
The meeting stressed that ensuring important Shenzhen Agricultural Products Group Co.Ltd(000061) effective supply has always been the top priority in the work of "agriculture, rural areas and farmers". It is a major strategic issue to make great efforts to do a good job in grain production and ensure the supply of primary products. The Chinese people's rice bowl should be firmly in their own hands at all times. The rice bowl mainly contains Chinese grain, so as to ensure that the grain output will be stable at more than 1.3 trillion kg in 2022.
[short term hot spot]
On December 10 and December 17, China conducted the first thrust chamber extrusion test of 25 ton expansion cycle oxyhydrogen engine of heavy rocket, and the test was a complete success.
Recently, the Ministry of agriculture and rural areas issued the notice on doing a good job in the construction of agricultural germplasm resources bank. The circular requires to implement the requirements of national and provincial management for the protection of agricultural germplasm resources, and establish and improve the protection mechanism of national overall planning, hierarchical responsibility and organic connection. Comprehensively considering the factors such as resource enrichment, ecological adaptability and functional matching, highlighting the long-term, scientific and public welfare strategic positioning, the Ministry of agriculture and rural areas, together with relevant parties, studied and determined the layout of National Germplasm Resource Bank.
(Bairui wins)
