First, the inventory demand in the inventory spot market is gradually decreasing.
In addition, some customers have already stocked up in advance, and the motivation to pick up the goods is insufficient, and the waiting attitude is strong. Nowadays, the signs of consumer deflation and reduced consumption desire are becoming more and more obvious, and durable goods such as computers and mobile phones can be used for one or two years, which has caused some negative effects on the traditional warehousing and processing industry.
Second, the national oil pipeline network invested 5 billion yuan to establish an energy storage technology company, which is 100% controlled by the national oil pipeline network, which will also boost and promote the domestic energy storage industry.
Third, the Red Sea crisis has far-reaching implications!
Perhaps many people only regard the attack on a merchant ship in the Red Sea as an occasional geopolitical hot spot, but they do not expect that its impact can be far-reaching, and can even change the pattern of global, transportation and global chains. Due to its special geographical location, the Red Sea, as a necessary route through the Suez Canal, is as important as the Suez Canal, representing the main artery of maritime transport between Asia and Europe, Europe and Europe. Middle East!80% of the world's ** relies on sea transport.
Fourth, the national coal storage capacity of the national unified power plant is maintained at more than 200 million tons, which can be used for 26 days.
China's power plants mainly rely on coal to provide energy for power production. At present, China's coal reserves are still sufficient, reaching a month's amount. In another month, the weather will gradually warm in the south, the demand for coal will decrease, and the pressure will ease somewhat.
For the north, the next month will also be colder. Now that there is enough coal, the northerners can have a warm winter. In any case, the temperature in the house will not be comfortable, but it will not be very cold either. It still has to be satisfying.
Fifth, photovoltaic lithium battery or become the first pioneer.
1. More than 95% of the views in the comments section of my previous analysis article continue to be bearish in this direction. For example, LONGi saw 16 yuan and 18 yuan, and the bearish sentiment was very consistent. This is also one of the reasons why I chose photovoltaic lithium battery as the first pioneer;
2. The extreme position of a bottoming out is usually cut in half and then cut in half, that is, the decline from the highest point reaches 75%, usually 70%. Taking LONGi Green Energy as an example, they are 18$2 and $22$5. If you take the average, it is a little more than 20 yuan and 1 yuan. At present, LONGi Green Energy's ** is just more than 20 yuan.
3. They are the worst declines this year and the earliest to hit record lows. They usually bottom out earlier and start sooner. In other words, while the market is still bottoming, certain sectors will stop making new lows and start to do so. It is often the pioneer of the market, and lithium photovoltaic cells have also shown some signs.