[daily market conditions]
Today, the Shanghai stock index fell 0.20% to close at 3632.33 points; The Shenzhen Component Index closed at 14791.31 points, down 0.44%; The gem index closed at 3250.16 points, down 2.18%. In terms of sectors, traditional Chinese medicine, agriculture, animal husbandry, feeding and fishing, culture and media led the rise, while energy metals, photovoltaic equipment and wind power equipment led the decline. In terms of capital flow, agriculture, animal husbandry, feeding and fishing, cultural media, software development and other industries were the main net inflow. Today, the two cities traded a total of 1.27 trillion yuan.
[investment advice]
In terms of configuration, we think we can pay attention to the investment opportunities related to new energy vehicles.
On December 31, 2021, the notice on the financial subsidy policy for the promotion and application of new energy vehicles in 2022 was officially released, and the subsidy standard for new energy vehicles decreased by 30% on the basis of 2021. With the weakening of the impact of chip shortage, it has almost become an industry consensus that the new energy vehicle market continues to grow steadily and rapidly.
Cui Dongshu, Secretary General of the Federation, said that the framework and threshold requirements of the current purchase subsidy technical index system will remain unchanged in 2022, and the subsidy scale will be liberalized from the original expected upper limit of 2 million vehicles, so as to realize the subsidy throughout the year. Therefore, the increment at the end of 2022 is very strong, which will inevitably promote the sharp increase in the total sales of new energy vehicles in 2022. It is recommended to pay attention to relevant investment opportunities
