body:
1、 Market Review
Forenoon, the market was down, Baijiu / chips became the main plate of the whole market, and the rare-earth ore was washed down in the morning and dragged down by the big market.
2、 At present, the market is chaotic. Let’s take a look at the disk today.
3、 Today’s information
1) On December 29, the senior management presided over the executive meeting and decided to continue the implementation of three preferential individual income tax policies, including the extension of tax preference for year-end bonus for two years and equity incentive for listed companies for one year.
2) The first overall development plan for raw material industry was released. Rare earth enterprises were encouraged to carry out merger and reorganization during the “14th five year plan”.
3) Epidemic situation: in terms of epidemic situation, 962 cases have been diagnosed in Xi’an, China as of the 29th; The CDC predicts that more than 44000 people may die of covid-19 pneumonia in the United States in the next month.
Investment strategy: at present, the index is in the off track position of individual stock trading, the bottom area, and actively grasp the low absorption opportunity of the new main line. When the index was low this week, salt lake lithium extraction rose against the trend and is expected to become a new main line, and actively pay attention to the low absorption opportunities of varieties related to salt lake lithium extraction.
(Tianding securities)
