1. Interpretation of the new game rules for public offerings: At present, the rules are still in the draft stage for comments, and there may be room for relaxation in the final implementation.
The new rules of the game were the main reason for the market crash last Friday. Let's not talk about what will happen to this rule in the future, shall we?Start by asking yourself, can this file be published to disk?Doesn't the competent authority know that ** is still trading?Is it possible to wait for *** before making an announcement?On Saturday and Sunday, there was time to digest the negative news.
Equity investor" Hu Xijin said that the moderate recovery of ** has been poured cold water, and its pros and cons and whether measures should be taken to mitigate the impact deserve further evaluation. to the documentation department.
2. The "strongest involution in history" of solar energy: the first half of next year may be the fiercest battle.
In fact, not only the solar industry is in an internal crisis, but other industries such as new energy are also in an internal crisis. If you don't, you won't have anything to eat. The solar energy and new energy sectors have fallen sharply for more than 2 consecutive years, and now they are sharp again in the short term. There's not much room left, but it's just...
3. The largest IPO on the GEM was cancelled.
According to the news released by the exchange, since Chao Energy and its sponsor withdrew the application for issuance and listing, the exchange terminated the issuance and listing review in accordance with relevant regulations.
According to the report, it has been losing money for four consecutive years, and the largest loss in 2021 will exceed 1.1 billion!
If the issuance is successful, it will raise more than 15 billion yuan, which is a big burden for A-shares.
Fourth, lithium carbonate *** is ready to go. It remains to be seen whether the lithium battery industry chain can become the "pioneer" of Chinese New Year's Eve.
Long-term investment opportunities in the lithium battery market are not only affected by the surplus of lithium batteries, but also by the rapid development of battery-grade lithium carbonate. In particular, domestic grade lithium carbonate for batteries** has fallen from the "peak price" of about 600,000 yuan per ton to 100,000 yuan per ton, a decrease of more than 83%. This directly led to the stock price of the entire lithium battery industry chain, which brought disappointment to the market. However, this is gradually changing. With the solution of market demand and the improvement of the profitability of lithium batteries, it is expected that the inventory and performance of the whole lithium battery industry chain will double in the future, reaching the "Davis click double" market.
On the one hand, when the market adjusts the supply and demand relationship of battery-grade lithium carbonate and reduces inventory, the profits of upstream and downstream enterprises in the lithium battery industry chain will gradually recover. On the other hand, as consumer demand for electric vehicles and small appliances grows, lithium carbonate** is expected to stabilize gradually and possibly**. At the same time, lithium battery companies are also constantly developing product technology to meet the needs of consumers and further promote the strong development of lithium batteries.