1. Responding to China's question about expanding the list of technologies that cannot be transferred overseas.
**In response to foreign media reports that China will halt the export of a range of rare earth technologies, China has expanded the list of technologies that cannot be transferred overseas, including the processing of rare earths and magnets. We replied that the revision of the export ban catalogue is a specific measure and routine change that China has improved according to the development of the situation.
China's export restrictions on a series of rare earth permanent magnets are also reciprocal countermeasures, which is good for listed companies and sectors related to the rare earth industry chain.
Second, at present, the big A relies on "increasing holdings" to continue its life!It only slows down the pace of **, but for the upward trend again, it needs the resonance of policy and capital!There is no favorable policy, and there is no incremental capital entering the market!**Coming**?At present, if ** stabilizes, it is already optimistic!The big A trend throughout the day still relies on mysterious funds to protect the disk, but it's useless!
After opening slightly higher on Friday morning, it went all the way down, and the mysterious funds in the previous market shot again, pulling up the index at noon, but in the afternoon ** increased, and fell again. At the end of the market, foreign capital protected the disk, and it was barely a small **, but it still closed the negative line.
3. CNY against USD**71393, 57 points from the previous trading day. Whether it is onshore RMB against the US dollar**, or offshore RMB against the US dollar**, it is good for Chinese assets, because the appreciation of the RMB is conducive to the return of foreign capital to the market, seeking higher income funds, and may increase market turnover, in addition to enhancing the risk appetite of domestic investors, but I don't know what the reason is recently, I found that the onshore and offshore RMB against the US dollar, whether it is ** or **, a** field is a word "down".
Fourth, in the whole year of 2023, all the good things add up, it is a many, many years, some of which are good, in previous years, will definitely pull the market, but not this year, why?(A lot of funds think that IPO, quantification, money faster), enterprises are not thinking about making enterprises bigger and stronger like Huawei, but thinking about listing and listing like this, the registration system is the cooperation of institutions + enterprises to go public, so I have been saying that improving IPO, quantification, and improving market stability is needed, but this requires the determination or new benefits to stimulate the market. After all, it is still a sentence, if you want the market to be good, you must make policies that are beneficial to the market and actively supervise the implementation.