1. Iron ore
Driving event: Recently, with the soaring price of iron ore, POSCO plans to restart the hardy iron ore project near Roy Hill Mine in Pilbara, Western Australia.
Related stocks: Inner Mongolia Dazhong Mining Co.Ltd(001203) ( Inner Mongolia Dazhong Mining Co.Ltd(001203) ), Gansu Jiu Steel Group Hongxing Iron And Steel Co.Ltd(600307) ( Gansu Jiu Steel Group Hongxing Iron And Steel Co.Ltd(600307) )
\u3000\u Hangzhou Huaxing Chuangye Communication Technology Co.Ltd(300025) G
Driving events: on Thursday, local time (April 14), carmaker stellantis (stla) and Qualcomm (qcom) announced that they have reached a technical cooperation in the coming years to build a 5g intelligent cabin system for the Internet of vehicles. Stellantis will be able to meet the changing needs of customers for personalized and advanced experience of sustainable upgrading.
Related stocks: Gci Science & Technology Co.Ltd(002544) ( Gci Science & Technology Co.Ltd(002544) ), Shenzhen Gongjin Electronics Co.Ltd(603118) ( Shenzhen Gongjin Electronics Co.Ltd(603118) )
3. Real estate
Driving events: following the relaxation of purchase restrictions in hot second tier cities such as Suzhou and Nanjing, first tier cities have joined the list of deregulation. According to the official website of Shanghai Lingang Holdings Co.Ltd(600848) New District Management Committee, the talent purchase policy in the district has been adjusted, and the talent social security threshold of key support units has been shortened to 3-6 months. The loosening of the periphery of hot cities is an inevitable trend.
Related stocks: Jinke Property Group Co.Ltd(000656) ( Jinke Property Group Co.Ltd(000656) ), Aoyuan Beauty Valley Technology Co.Ltd(000615) ( Aoyuan Beauty Valley Technology Co.Ltd(000615) )
4. New energy
Driving event: the 14th five year plan for energy development in Guangdong Province: vigorously develop advantageous industries such as advanced nuclear energy, offshore wind power and Cecep Solar Energy Co.Ltd(000591) and accelerate the cultivation of emerging industries such as hydrogen energy, energy storage and smart energy. By 2025, the operating revenue of the province’s new energy industry will reach 730 billion yuan, and strive to build 4500 charging stations and 250000 public charging piles.
Related stocks: Jilin Electric Power Co.Ltd(000875) ( Jilin Electric Power Co.Ltd(000875) ), Zhejiang Chint Electrics Co.Ltd(601877) ( Zhejiang Chint Electrics Co.Ltd(601877) )
5. New materials
Driving events: Anhui Province has issued the “14th five year plan” for the development of new materials industry, striving to exceed 1 trillion yuan in the output value of new materials in the province by 2025, focusing on building five 100 billion industrial clusters such as silicon-based new materials, and strengthening 10 10 10 billion industrial chains (clusters).
Related stocks: Fushun Special Steel Co.Ltd(600399) ( Fushun Special Steel Co.Ltd(600399) ), Shandong Sinocera Functional Material Co.Ltd(300285) ( Shandong Sinocera Functional Material Co.Ltd(300285) )
