First, new energy is good!On the news side, the scale of China's photovoltaic market will continue to expand in 2023, and the new installed capacity of photovoltaic will reach a record high. From January to November, the new installed capacity of domestic photovoltaic was 16388GW, a year-on-year increase of 1494%；In November, 21 new installations were added in a single month32GW, up 185 year-on-year4%。At the end of the year, the rush to install is coming, and the new installed capacity is expected to exceed 180GW throughout the year. In November, the domestic module export was 1830.6 billion yuan, down 51%, the decline has narrowed significantly.
In addition, LONGi Green Energy's official Weibo recently announced that the company's self-developed back-contact crystalline silicon heterojunction solar cell can be mass-produced by using all-laser patterning process technology to obtain 27The cell conversion efficiency of 09% has set a new world record for the efficiency of monocrystalline silicon solar cells, and has also formed a certain catalyst for the market.
2. LONGi's official Weibo announced that the self-developed back-contact crystalline silicon heterojunction solar cell can be mass-produced by using all-laser patterning process technology to obtain 2709% cell conversion efficiency, creating a new world record for the efficiency of monocrystalline silicon solar cells, photovoltaic BC cells out of a European crystal convertible bond, nearly 20 centimeters, Yubang up to nearly 10 centimeters.
This news is not news, it has been spread a few days earlier, but there has been no movement, including the news of Douyin overtaking Penguin, as well as the progress of Xiaomi Automobile, are all expected things, the reason why they have risen sharply is mainly because the inflection point of the emotional cycle has appeared.
Third, unlike domestic brokerage institutions, no one believes the views they say, and the reputation of overseas investment banks is quite highWhatever they see, foreign capital buys. Therefore, their unanimous predictions often have a higher probability of "coming true". China Merchants Bank's H shares were jointly increased by JPMorgan Chase and BlackRock, and the proportion of shares held by Xiaomo has exceeded that at the beginning of this year.
On the whole, the macro environment determines whether we can make money, and the micro environment determines how much money we make. In fact, I am very happy to see A shares pulled up, after staying up for so long, A shares should almost bottom out, and it will be 2024 soon, there is a high probability that there will be waves in January, and it is completely reasonable for funds to be laid out in advance at this time.
The bottom of the market is the most abrasive mentality. Because in this position, there are too many **, the psychological pressure is too great, and if you fall a little more, your mentality may "blow up"!And at this time, there are generally not many bullets, even if you know that you are out of the cost performance and have no money to make up for the position, you can't do anything about the opportunity, which is doubly uncomfortable.
It will not cut the meat at the most panicked time, but may increase the position**, as mentioned earlier, the recent continuous step back rumors are **redemption passive selling, which is often the last panic of the stage, so the real veteran will be very rational at this time, 2885 quickly reversed after the break, the market is often in panic and despair ushered in the dawn, here is likely to form a small box before the Spring Festival, that is to say, the end of the month highlighted above is expected to usher in the small box structure before the Spring Festival,