I. disk view
The bottom recovery of the three major indexes ushered in a rebound, and the recently active theme sectors ushered in a make-up decline. More than 40 shares in the two cities fell by the limit or by more than 10%. Overall, individual stocks rose more or fell less today, and more than 3000 stocks in the two cities rose. The market trading volume shrank sharply today, falling below trillion for four consecutive trading days. In terms of industry sectors, the trend of organic silicon concept, wind power, securities and other sectors is relatively strong, with scenic spots and tourism, data security, hotels and catering leading the decline.
Last night’s big news, the 36th collective study of the Politburo meeting, the theme is “strive to achieve the goal of carbon peak and carbon neutralization”. The news broadcast lasted nearly 11 minutes, which shows the attention of the Central Committee! Learning this at the beginning of the year is an important signal of the importance of carbon peaking and carbon neutralization. For the new energy sector, this is undoubtedly of great significance, indicating that there is no problem with policy + prosperity. It will continue to be fried this year, which is also the key investment direction of 2022!
Two key points of this meeting: the first is to clearly put forward for the first time that “we should strengthen the planning and construction of a new energy supply and consumption system based on large-scale wind and solar power bases, supported by clean, efficient, advanced and energy-saving coal power around them, and carried by UHV power transmission and transformation lines”. Scenery + coal power + UHV may be the focus of development this year! The second is to “actively and orderly develop light energy, silicon energy, hydrogen energy and renewable energy”. Positive means to accelerate development. It should be stated in an orderly manner that it is not sports. It is good for the relevant sectors as a whole, but not great. This should be made clear.
At present, the overall market is at the bottom stage, and the amount of energy is relatively insufficient. The market on Thursday and Friday is very important. The recovery of market confidence requires the market to produce a sustained profit-making effect. After today’s general rise, if there is a sustained direction to go out the day after tomorrow, the market will stabilize. In the short term, it is not suitable to catch up with the rise. We should wait for the emergence of good opportunities and be cautious in operation.
II. message surface
1. Jiaozuo responded that “Evergrande project 1 is about to end”: it is true that more than 1000 mu of idle land has been recovered
According to the People.Cn Co.Ltd(603000) “leadership message board”, in response to netizens’ complaints about the uncompleted residential building of Yuntai Mountain Evergrande · health Valley Project in Xiuwu County, Jiaozuo, Henan Province, Jiaozuo Municipal Government Office replied on the 26th that netizens’ reports are true and promote the project to resume healthy and orderly operation as soon as possible. The reply said that the construction of the project was suspended in June 2020, and the resumption time was not specified. On September 24, 2021, more than 20 million yuan of funds have been collected into the joint management account of the government and enterprises. On October 19, Xiuwu County Housing Security Center and other departments went to Zhengzhou Evergrande company to complete the handover of seals, accounts, licenses and other relevant certificates. On October 28 of the same year, 12 cases of more than 1200 mu of land idle for more than two years were recovered. Jiaozuo Municipal Government Office said in its reply that it guided 256 home buyers to preserve their property and safeguard their rights with legal weapons.
2. The top three mobile app downloads in the world in 2021 are tiktok, instagram and Facebook
App Annie, an application research company, released a survey on the utilization trend of global smartphone app in 2021. In 2021, the global smartphone app downloads reached 230 billion times, an increase of 5% over 2020. The first is the short video app “tiktok”. The second is the social app “instagram”, and the third is “facebook”. It is reported that the average daily use time of mobile phones in the world has reached 4.8 hours, an increase of 30% compared with 2019 before covid-19 epidemic. Driven by the expansion of home consumption, the use of mobile phones in entertainment and shopping has increased significantly.
