Midday interpretation: the three indexes fell together, and the logistics industry rose sharply against the trend

[morning review]

In early trading, the three major indexes fell together. As of the close, the Shanghai Composite Index fell 1.75% to 319507 points; The Shenzhen Component Index fell 2.75% to 1163071 points; The gem index fell 3.30% to 248503. From the perspective of disk, the logistics industry, commercial department stores, agriculture, animal husbandry, feeding and fishing, precious metals, engineering construction and other industries are active, while the performance of energy metals, batteries, real estate services, photovoltaic equipment, aerospace and other industries is weak. In terms of concept, the concept of civil explosion, the concept of express delivery, community group purchase, the concept of prefabricated vegetables, tax rebate store and other sectors are strong, while the blade battery, solid-state battery, ESIM, virtual power plant, MLCC and other sectors are weak. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 604.89 billion yuan.

[afternoon opportunity]

The general office of the Ministry of industry and information technology and other five departments recently issued guidance on Further Strengthening the construction of safety system of new energy vehicle enterprises, pointing out that they should improve the safety level of new energy vehicles and promote the high-quality development of new energy vehicle industry from the aspects of safety management mechanism, product quality and safety, detection platform efficiency, after-sales service ability, accident response and disposal and network security system.

The Ministry of industry and information technology said that with the rapid growth of ownership and the increasing number of old vehicles, the quality and safety risks of new energy vehicle products still exist, and the quality assurance system of some enterprises still needs to be improved; At the same time, with the emergence of new problems such as network security and data security, the connotation and extension of new energy vehicle security are also changing. With the vigorous development of new energy vehicle industry, the safety of electric vehicles has always been the focus of consumers. The total number of recalls released by the State Administration of automobile supervision showed a year-on-year increase of 31 times, with a year-on-year increase of 1 1 in 2021; 830000 vehicles were involved, a year-on-year increase of 75.9%, accounting for 9.5% of the total number of car recalls in the whole year. Qu Guochun, director of the equipment industry development center of the Ministry of industry and information technology, said that as the main body of safety responsibility, vehicle enterprises should start from the vehicle design requirements and put forward clear technical requirements to power battery enterprises. Vehicle enterprises and power battery enterprises should jointly strictly control the product consistency and ensure that the batch products meet the safety design objectives.

Recently, the Ministry of industry and information technology issued the key points of automobile standardization in 2022, one of which is to start the revision of relevant standards for the safety of electric vehicle power battery and further improve the level of thermal runaway alarm and safety protection of power battery. We will accelerate the research on a series of standards for remote service and management of electric vehicles, revise the standards for post collision safety requirements of fuel cell electric vehicles, and further strengthen the safety guarantee of electric vehicles. Relevant enterprises are expected to benefit.

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