[daily market conditions]
Today, the Shanghai stock index rose 1.22% to close at 322564 points; Shenzhen composite index closed at 1171462 points, up 1.27%; The gem index closed at 246629 points, down 0.02%. In terms of sectors, coal industry, brewing industry and chemical fertilizer industry led the rise, while wind power equipment, battery and logistics industry led the decline. In terms of capital flow, wine making industry, semiconductor and medical equipment industry were the main net inflow. Today, the total turnover of the two cities was 870217 billion yuan.
[investment suggestions]
In terms of configuration, we suggest focusing on the industrial targets related to the concept of rare earth permanent magnet.
Recently, the Department of raw materials industry held a working meeting on the upstream and downstream cooperation mechanism of rare earth permanent magnet materials for driving motors of new energy vehicles. Nearly 40 representatives from 21 units including China Automobile Industry Association, China Rare Earth Industry Association, China Steel Research Group, national rare earth Standardization Committee and related enterprises attended the meeting on site or by video.
In 2022, the cooperation mechanism will focus on the key issues of upstream and downstream connection, strengthen the goal orientation and responsibility implementation, give play to the role of key enterprises in the industry, constantly innovate the working mode, comprehensively promote the expansion of the application of rare earth permanent magnet materials, further promote the improvement of the development level of rare earth permanent magnet materials and high-end application industries, and it is suggested to focus on relevant industries.
