Affected by the external market, the three major A-share indexes opened lower on the 25th, and the index fell unilaterally all day. In the afternoon, the market sentiment was depressed, and the index continued to fall. The two cities collectively fell more than 2.5%. The Shanghai index fell below 3500 points, a new low, and the gem index fell below 3000 points. As of the closing, the stock index reported 3433.06 points, down 2.58%, with a turnover of 383.7 billion yuan; The Shenzhen composite index reported 13683.89 points, down 2.83%, with a turnover of 553.1 billion yuan; The gem index reported 2974.96 points, down 2.67%, with a turnover of 215.3 billion yuan.
hot sector
On the disk, only a few sectors such as precious metals, hotels and catering, airport shipping and so on rose in the two cities; Cloud games, rich media, communication services, media, ice and snow industry and other sectors led the decline. Nearly 100 stocks in the two cities fell by the limit, and less than 300 stocks rose.
disk interpretation
Shanxi Securities Co.Ltd(002500) said that the A-share market still continued the structural market, and the market trading activity was warmer than that in previous weeks. In the last week before the Spring Festival, the two cities are expected to recover some “lost land”, but the momentum of trend rise is still insufficient, and more may be the technical rise after continuous correction. At this stage, the defensive playing method may still be dominant, and the structural market under the theme of valuation repair has not changed. We still suggest to focus on the allocation of undervalued targets of large market blue chips.
Caixin Securities believes that the most dangerous period of the market has passed, and there is no significant decline in the follow-up index for the time being. However, considering the approaching Spring Festival and the low willingness of capital transaction, it is difficult for track stocks, as a popular sector, to regain their upward trend in the short term. It is expected that before the Spring Festival, the index will mainly go down slightly or fluctuate, and the gem index may tug at 2900-3200 points repeatedly. After the Spring Festival, with the return of funds to the stock market and the restoration of pessimism, the market index is expected to return to the upward trend. In the short term, it is still recommended that the real estate industry chain with steady growth and the subject matter of the annual report forecast exceed expectations.
message surface
National Energy Administration: in 2021, the newly installed capacity of wind power photovoltaic power generation in China will exceed 100 million KW
According to the latest data released by the National Energy Administration on the 25th, the newly installed capacity of wind power and photovoltaic power generation in China reached 101 million kW in 2021, including 47.57 million kw of wind power and 52.97 million kw of photovoltaic power. From the perspective of development, offshore wind power has sprung up in 2021, with an additional installed capacity of 16.9 million KW, 1.8 times the total installed capacity previously. At present, the cumulative installed capacity has reached 26.38 million KW, ranking first in the world; The highlights of distributed photovoltaic development are prominent, with an annual new installed capacity of about 29.2 million KW, accounting for about 55% of the new installed capacity of photovoltaic; The construction of the first batch of about 100 million KW large-scale wind power photovoltaic base projects has been steadily promoted. At present, about 75 million KW has been started.
Ministry of housing and urban rural development: vigorously develop prefabricated buildings and cultivate a number of prefabricated building production bases
The Ministry of housing and urban rural development issued the “14th five year plan” for the development of construction industry, which proposed to vigorously develop prefabricated buildings. Build a standardized design and production system for prefabricated buildings, promote the intelligent upgrading of production and construction, expand the use scale of standardized components and parts, and improve the comprehensive benefits of prefabricated buildings. Actively promote the application of assembly decoration in commercial housing projects, promote pipeline separation and integrated decoration technology, promote integrated modular building components, and promote the deep integration of assembly decoration and prefabricated buildings. Vigorously promote the application of prefabricated buildings, actively promote the construction of high-quality steel structure housing, and encourage schools, hospitals and other public buildings to give priority to the use of steel structure. Cultivate a number of prefabricated construction production bases.
