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1、 Market Review
After a week of resonance between sentiment and the market, yesterday was equivalent to the completion of the market reshuffle, which was the first day when sentiment warmed up. Lithium / rare earth mine was the plate leading the resonance rebound of the market yesterday, and it is also a plate with market position.
2、 At present, the market sentiment is in the recovery stage. The plates with market status rose sharply yesterday and accumulated some profit margins. It is normal to bump after rising today. You can be more patient with the plates with market status.
3、 Today’s information
1) [COVID-19] who: incidence rate in South Africa has declined, but major countries such as Britain, France and the United States have reported a record high of newly diagnosed cases.
2) [lithium mine] the content of Chengdu lithium industry branch ended on December 28 mainly includes: at present, the price of battery grade lithium carbonate has risen to 300000 / ton, the demand has not been greatly affected, and the overall supply is tight.
3) Baijiu Baijiu]12 28 evening, the high-end liquor company issued a notice of price adjustment, and now it will increase the recommended group purchase price and retail price for 60 years (52 degrees, 43 degrees and 38 degrees) of Luzhou Laojiao Co.Ltd(000568) cellar age wine.
Investment strategy: the market switches between high and low, and the camp of high-level demon stocks continues to adjust, driving the rise of a new low-level main line; It is suggested to pay attention to the opportunities of lithium extraction from low-level salt lakes and rare earth permanent magnets.
(Tianding securities)
