Midday interpretation: the three indexes closed green, led by the concept of lithium extraction from salt lake

[morning review]

In early trading, the three major indexes fell to varying degrees. As of the afternoon closing, the Shanghai Composite Index fell 0.16% to 3589.5 points; The Shenzhen Component Index fell 0.54% to 14447.71 points; The gem index fell 0.95% to 3131.44 points. On the disk, cement and building materials, engineering construction, environmental protection, steel, wind power equipment and other industries were active, with airports, games, cultural media, education, securities and other sectors leading the decline. In terms of concept, lithium extraction from Salt Lake, low-carbon metallurgy, helium, Beijing Winter Olympics, hydrogen energy and other sectors are strong, while concept sectors such as virtual digital man, cloud game, metauniverse, NFT and E-sports are weak. In terms of energy, as of the closing of the afternoon market, the two markets had a total turnover of 710.6 billion yuan.

[afternoon opportunity]

Recently, the Ministry of agriculture and rural areas issued the national development plan for Agricultural Mechanization in the 14th five year plan (hereinafter referred to as the plan), which made it clear that by 2025, the total power of agricultural machinery in China will be stable at about 1.1 billion kw, the comprehensive mechanization rate of crop cultivation and harvest will reach 75%, and the main grain, cotton, oil and sugar producing counties (cities and districts) will basically realize agricultural mechanization, The comprehensive mechanization rate of crop cultivation and harvest in hilly counties (cities and districts) has reached 55%, and the mechanization rate of facility agriculture, animal husbandry, aquaculture and Shenzhen Agricultural Products Group Co.Ltd(000061) primary processing has reached more than 50%. The plan points out that China’s agricultural production has changed from mainly relying on human and animal resources to mainly relying on mechanical power, and has entered a new period dominated by mechanization. During the 14th Five Year Plan period, the work of agriculture, rural areas and farmers entered a new stage of comprehensively promoting rural revitalization and accelerating agricultural and rural modernization, which not only put forward new and more urgent requirements for agricultural mechanization, but also brought new development opportunities for agricultural mechanization. We should further promote the supply side structural reform of agricultural mechanization, focus on making up weaknesses, strengths and weaknesses and promoting coordination, vigorously promote the integration and adaptation of mechanization with agronomic system, intelligent information technology, agricultural management mode and farmland construction, lead and promote the innovative development of agricultural machinery and equipment, and expand and strengthen the industrial chain of agricultural mechanization industrial clusters, We will accelerate the development of Agricultural Mechanization in an all-round, high-quality and efficient way. Relevant industrial chains have ushered in development opportunities, and it is recommended to continue to pay attention.

 

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