Closing summary: the three indexes closed up collectively, and the performance of wind power equipment was strong

[daily market conditions]

Today, the Shanghai stock index rose 0.36% to close at 309696 points; Shenzhen composite index closed at 1125006 points, up 0.37%; The gem index closed at 237713 points, up 0.50%. In terms of sectors, sectors such as wind power equipment, photovoltaic equipment and real estate services led the rise, while sectors such as mining industry, brewing industry and insurance fell. In terms of capital flow, photovoltaic equipment, real estate development, wind power equipment and other industries were the main net inflow. Today, the two cities traded a total of 806596 billion yuan.

[investment suggestions]

In terms of configuration, we suggest focusing on the leading targets related to meteorological technology.

Recently, the State Council issued the outline for high-quality meteorological development (20222035). It is proposed that by 2025, the key and core technologies of Meteorology will be self-contained and controllable, the innovation, service, business and management system of modern meteorological science and technology will be more perfect, the ability of precise monitoring, accurate prediction and fine service will be continuously improved, the supply capacity and equalization level of Meteorological services will be significantly improved, and the modernization of Meteorology will reach a new level. By 2035, major breakthroughs will be made in key scientific and technological fields of meteorology, the level of meteorological monitoring, forecasting and service will be the world's leading, the international competitiveness and influence will be significantly improved, and the meteorological modernization characterized by smart meteorology will be basically realized. It is suggested to focus on relevant fields.

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