[daily market conditions]
Today, the Shanghai stock index fell 1.02% to close at 3595.18 points; Shenzhen composite index closed at 14525.76 points, down 1.80%; The gem index closed at 3161.51, down 2.73%. In terms of sectors, sectors such as games, jewelry and oil industry led the rise, while sectors such as wind power equipment, aerospace and traditional Chinese medicine fell. In terms of capital flow, communication services, banking, home appliance industry and other industries were the main net inflow. Today, the two cities traded a total of 1.31 trillion yuan.
[investment advice]
In terms of configuration, we think we can pay attention to investment opportunities related to smart photovoltaic.
The Ministry of industry and information technology and other five ministries and commissions issued the action plan for innovation and development of intelligent photovoltaic industry (2021-2025). It is mentioned that by 2025, the intelligent level of the photovoltaic industry will be significantly improved and breakthroughs will be made in industrial technological innovation. In urban and rural areas where conditions permit, we will comprehensively promote residential roof intelligent photovoltaic systems, encourage new government investment in public welfare buildings, and promote Cecep Solar Energy Co.Ltd(000591) roof systems. Carry out regional photovoltaic distributed application demonstration with intelligent photovoltaic system as the core and new technologies such as energy storage and building power demand response as the carrier. Improve the application level of building intelligent photovoltaic. Actively carry out the building construction demonstration of "light storage, direct and flexible" integrating photovoltaic power generation, energy storage, DC distribution and flexible power consumption. It is recommended to pay attention to investment opportunities related to smart photovoltaic.
