Catalyzed by multiple factors, leading new energy ETFs rose more than 2%
The report on the work of the government emphasizes that in steadily promoting energy saving and carbon reduction, the installation of new energy power, represented by wind power and photovoltaics, will play an important role.
Fletcher rose by more than 9%, and carbon neutral 50ETF (159861) rose by more than 2.5%.
Flaette rose more than 9%, Jinlang Technology, CITIC Beau, Gudway, Jing O Technology, Longji shares, Tongwei shares, Trina Solar, Sunshine Power, Foster and other stocks rose, carbon neutralization 50ETF (159861) rose more than 2.5%, turnover exceeded 13 million yuan. This rise is mainly driven by the photovoltaic plate. Anxin Securities believes that silicon prices are expected to continue to decline. According to the industry tracking data, the component production schedule increased by 10-20% month-on-month in January, and the demand continued to improve. The silicon material accumulation bank further promotes the price downward during the Spring Festival, and it is expected to see a rapid increase in installed demand after the Spring Festival, boosting the fundamentals.
Foster is up more than 7%, and carbon neutral 50ETF (159861) is up more than 1.3%.
Foster rose more than 7%, Jingao Technology, Jingsheng Mechanical and Electrical, Fletcher and other stocks rose; carbon neutralization 50ETF (159861) rose more than 1.3%, turnover exceeded 30 million yuan. This rise is mainly driven by the photovoltaic plate. On the news side, on December 8, the Information Office of the Beijing Municipal Government organized a press conference on eco-environmental protection planning during the 14th five-year Plan period, at which it was proposed to gradually build a new power system with new energy as the main body, implement renewable energy substitution action, and implement the concept of renewable energy priority. Oriental Securities believes that the contradiction between the sustained growth of new energy demand and the limited development of various links is China's energy.
Hengdian East Magnetic limit, Jinlang Technology up more than 10%, carbon Neutralization 50ETF (159861) up more than 1.4%
Hengdian East Magnetic limit, Jinlang Technology rose more than 10%, Pu Tai Lai, Cunninghamia lanceolata shares and other shares rose; carbon neutralization 50ETF (159861) rose more than 1.4%, turnover exceeded 25 million yuan. Huatai believes that under the dual-carbon background, "zero-carbon manufacturing" capability will become one of the core competitiveness of electronic manufacturing enterprises. Improving energy structure and improving operation capacity are the two main lines of green development of IDC enterprises. Driven by automobile electrification and changes in energy structure, the power semiconductor and energy Internet market will grow rapidly. Photovoltaic, wind power, high-speed rail and other high-current and high-voltage markets, as well as electric vehicles, robots, digital
New energy pulls back, old energy leads the rise
November 24th, the market index fluctuated slightly throughout the day, and the Shanghai Composite Index returned to the 3600 integer mark once, driven by heavy plates such as spirits and banks. As of the close, the Shanghai Composite Index closed up 0.10%, the daily line four Lianyang, the Shenzhen Composite Index fell 0.12%, and the gem Index fell 0.40%. In terms of plates, photovoltaic and Xinneng cars, which were active a few days ago, showed a pullback on November 24. Coal and steel were led by the rising prices of black varieties in the commodity market, while meta-cosmic concept stocks led the game plate to strengthen. On the whole, the recent rotation of the market plate accelerated, the persistence of hot spots is poor.
Rongbai Technology and Dangsheng Technology rose by more than 10%, and carbon Neutralization 50ETF (159861) rose by more than 2%.
Rong Bai Technology, Dangsheng Technology rose more than 10%, Yiwei LiNeng, Zhongwei shares, Shanshan shares and other shares rose; carbon neutralization 50ETF (159861) rose more than 2%, the turnover exceeded 24 million yuan. On the news side, on Friday, the relevant departments released the "benchmark level and benchmark level of energy efficiency in key areas of high energy-consuming industries (2021 version)." The document proposes to guide enterprises to carry out technological transformation of energy conservation and carbon reduction in an orderly manner, improve the energy efficiency of production and operation, and resolutely eliminate backward production capacity, backward processes and backward products in accordance with the law. We will strengthen the promotion and application of green and low-carbon technology and equipment to promote the formation of a strong domestic market. Huachuang Securities
The new energy sector is strong again.
On November 17, the three major market indexes collectively closed higher, of which the Shanghai Composite Index rose 0.44%, the Shenzhen Composite Index rose 0.67%, and the gem Index rose 0.81%. In terms of the plate, the new energy plate rose again on November 17, and the lithium plate rebounded and led the rise, driving the rise of the new energy vehicle industry chain, and wind power, photovoltaic and other new energy plates are also strong again. At the level of individual stocks, the two markets rose more and fell less on November 17th, with nearly 3300 up and only 1000 down. In terms of capacity, the turnover between the two cities remained above trillion yuan on November 17, the 19th consecutive transaction.
Top ten institutional strategies: strengthen value allocation and lay out market conditions for the fourth quarter
CITIC Securities pointed out that the style change is speeding up, downplaying short-term games, strengthening value allocation, and laying out the market for the fourth quarter; Haitong Securities said that big finance and infrastructure-related manufacturing industries are expected to benefit; Societe Generale Securities pointed out that after experiencing turbulence, science and innovation has reached a point where it is worth spending time on dips and digging at the bottom.
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