[daily market conditions]
Today, the Shanghai stock index rose 0.39% to close at 3593.52 points; The Shenzhen Component Index closed at 14406.97 points, up 0.44%; The gem index closed at 3095.69, down 0.04%. In terms of sectors, medical devices, agriculture, animal husbandry, fishery and electronic chemicals led the rise, while photovoltaic equipment, mining industry and wind power equipment led the decline. In terms of capital flow, agriculture, animal husbandry, feeding and fishing, communication services, coal industry and other industries were the main net inflow. Today, the two cities traded a total of 1.05 trillion yuan.
[investment advice]
In terms of configuration, we think we can pay attention to the companies that have laid out the hydrogen fuel cell industry.
The National Energy Administration recently said that in 2022, it will accelerate energy science and technology innovation, focus on tackling key technical problems in the field of hydrogen energy, and the hydrogen fuel cells produced will be installed on commercial vehicles such as freight trucks and sanitation vehicles. The first and second quarters of 2022 are the time period of relative order concentration.
Hydrogen fuel cell vehicles are ready to go, and Chinese and foreign manufacturers speed up the layout. Toyota of Japan and Hyundai of Korea have built manufacturing bases in Beijing, Guangdong and other places. The fuel cell vehicle industry chain will be an important investment direction for the continuation of lithium power batteries in the medium and long term.
