today’s disk
In early trading today, the Shanghai and Shenzhen indexes showed a shock rebound trend. The three indexes opened low at the same time, but then fluctuated and rose, and the rebound pattern was obvious. As of the issuance, the three indexes turned red across the board, and the gem stood at 3100 points again.
From the industry sector growth ranking, Huawei Euler, chicken concept, in vitro diagnosis, pork concept, medical equipment, glyphosate, virus prevention and control, agriculture, animal husbandry, feeding and fishing and other sectors led the increase, while digital reading, combustible ice, mining industry, oil industry, CSL concept, real estate services, cloud games and other sectors led the decline. As of the issuance, there are more than 2800 gainers and nearly 1600 losers, with a good profit-making effect. The net purchase of northbound funds exceeded 1 billion.
message interpretation
State Power Investment Group Co., Ltd. recently held the opening ceremony of the hydrogen energy bus for the 2022 Beijing Winter Olympics in Beijing. The hydrogen energy bus and the operation and support team of more than 200 people are ready to provide transportation connection support services for the Yanqing competition area of the Beijing Winter Olympics. At present, the state power investment is building Beijing Centergate Technologies (Holding) Co.Ltd(000931) Yanqing hydrogen energy industrial park. Phase I Yanqing Park hydrogen refueling station and phase II Winter Olympic supporting hydrogen production station have been completed, and phase III R & D and test area is planned to start construction this year.
Since the second half of 2021, the hydrogen energy industry policies have been implemented successively. At the end of August, the five central ministries and commissions jointly launched the work of fuel cell demonstration and application, and defined the specific mechanism of three demonstration and application urban agglomerations and subsidies at the central level. Subsequently, the local government also followed up and issued the industrial planning and supporting subsidy rules. According to China’s hydrogen fuel cell vehicle technology roadmap, the number of hydrogen fuel cell vehicles will reach 50000-100000 in 2025 and 800000-1 million in 2030-2035, mainly trucks, passenger cars and heavy-duty trucks.
Therefore, as one of clean energy, hydrogen energy has obvious policy support and long-term investment value. Coupled with the short-term catalysis of the Winter Olympic Games, this direction deserves attention, but we should pay attention to the rhythm and focus on low absorption.
should focus on strategies and directions
Today’s index rebound is mainly driven by the weight direction of oversold rebound, but we still need to pay more attention to the energy situation. At present, the overall pattern is still weak, and the position should continue to be controlled within 30%. The Shanghai index and the gem index have deviated from the bottom at the 30 minute level, and there is still demand to rebound in the short term. However, it is recommended to wait and see. After all, it is still in a weak rebound, and the epidemic is beginning to rise again, and the risk appetite of the market continues to decrease significantly. At this time, it is recommended to watch more and move less, waiting for signs of stabilization in the market.
(source: Yuanda)
