Sudden thunderstorm!The four major news in the early hours of this morning are in full fermentation (125）！
I estimate that 99% of people will not believe that the third bull market is over. It's okay not to believe it, just keep it in mind and time will tell. Someone will analyze logic, economy, bailouts, etc., but I say none of this is useful. **Entering the market often ignores the most basic logic of ups and downs (big fish eat small fish), but to understand trends, fundamentals, domestic and foreign economies, values, etc. After ten years of study, it is still a loss, and after twenty years of trying, it is still a loss. I shook my head when I hit the south wall, and when I arrived at the Yellow River, I realized that I had taken the wrong path, and what I had learned before had nothing to do with the rise and fall. It's not right to say it doesn't matter.
1. Moutai set up a private equity management company in Beijing with a registered capital of 50 million. Moutai Group has also set up private equity**. As a leading liquor company, it also wants to enter the wealth management industry. As a support for the development of the industry, can alcohol ETF products be favored?
2. Miao Wei, former minister of the Ministry of Industry and Information Technology: The goal of a new energy vehicle penetration rate of more than 50% may be achieved ten years ahead of schedule, and the original plan is to achieve a penetration rate of 50% in 2035, so it will be penetrated in 2025. It can be seen how prosperous the domestic new energy industry chain is, and the capacity expansion is at least five times as planned. Will there also be malicious competition and sand that will eventually be swept away by the big waves?In the end, it's up to who will shine after the waves reced, right?
3. The first national hydrogen energy standardization work conference was held in Beijing.
On November 30, in order to accelerate the construction of a standard system for the high-quality development of hydrogen energy and give full play to the normative and leading role of standards in the development of the hydrogen energy industry, the Standardization Work Conference of the National Hydrogen Energy Commission was successfully held in Beijing to exchange hydrogen energy technology and standard progress. Share practical experience and jointly explore the innovative development direction of hydrogen energy technology and standards. China Energy Group Hydrogen Energy Company was approved to build a national technical standard innovation base (hydrogen energy) standard verification center, and held an awarding ceremony.
Since the beginning of this year, the activity of the hydrogen energy industry has been significantly enhanced, and major breakthroughs have been made in the development of fuel cell technology and hydrogen fuel cell vehicles, which has promoted the application of hydrogen energy as a clean energy. Analysts believe that the hydrogen energy industry is expected to usher in rapid development under the background of effective implementation of policies, reduction of industrial chain costs, and further release of demand. With the continuous expansion of the application boundary of hydrogen energy and the "going out" of the industrial chain, it is expected that there will be new breakthroughs in the localization and cost reduction of key materials.
4. The National Market Operation and Consumption Promotion Work Conference was held in Beijing recently.
The meeting summarized the market operation and consumption promotion work in 2023, analyzed the current consumption situation, exchanged experience and practices, and deployed key tasks in the next stage. The meeting emphasized that the competent departments of commerce at all levels should implement the policies that have been introduced, innovate and carry out consumption promotion activities, and focus on stabilizing bulk consumption, cultivating and expanding new consumption, optimizing consumption platform carriers, and doing a good job in market security, and go all out to promote the continuous recovery and expansion of consumption.
Interpretation: Consumption stimulus has been round after round, but the effect is not very good. If it were a good thing, it wouldn't have happened. If you don't do it well, you will continue to do it!But dialectically, if you keep doing it, you will always do well, so it is good for consumer stocks. December will last until the Chinese New Year, which is generally the peak consumption season!
Judging from this week, the hot topics probably revolve around two aspects. The first is the continuous exploration of smart cars. After all, JAC, which had just announced over the weekend that it had not yet received an invitation to Huawei's "cooperation", suddenly announced that it could cooperate over the weekend. At present, Huawei is the only remaining company in the automotive sector. BAIC has not yet joined, which is still good for the auto sector. At the same time, we will continue to explore conceptual opportunities for components such as autonomous driving and vehicle-road collaboration, as well as supporting software and hardware around smart vehicles. On the other hand, the concept of over-falling artificial intelligence has obvious signs of a low level. The opportunity after the over-fall of the digital economy will also be another highlight of the week. Comparatively speaking, these concepts are mainly high safety factors, and the concepts are easy to recognize. Automotive and the digital economy are two threads that could be traced.