Summary and analysis of major news of A shares on Friday, December 22

Mondo Finance Updated on 2024-01-30

1. Interest rate cuts. After the major state-owned banks lowered their deposit interest rates in September this year, the deposit interest rates were cut again after three months. Good for Hualin**, Founder**, Jinlong Shares, Jinke Shares, Dalong Real Estate, Zhongdi Investment, SIIC Development, CCCC Real Estate, etc.

2. Robots.

In 2024, the Ministry of Industry and Information Technology will introduce an action plan for future industrial development, aiming at humanoid robots, quantum information and other industries, which will benefit Kelier, Keli Sensing, Jiangsu Leili, Haozhi Electromechanical, Zhongda De, Julun Intelligence, etc.

3. Food.

India's Basmati rice exports could be affected if the issue of Houthi attacks on the Red Sea persists, the sources said. Good for Jinjian Rice, Jingliang Holdings, Shenzhen Grain Holdings, COFCO Science and Industry, Suken Agricultural Development, etc.

Fourth, photovoltaics. Recently, LONGi Green Energy's official micro-channel announced that the company's self-developed back-contact crystalline silicon heterojunction solar cell, which can be mass-produced using all-laser patterning process technology, has obtained 27The cell conversion efficiency of 09% has created a new world record for the efficiency of monocrystalline silicon solar cells, which is good for Oujing Technology, NorthGlass, King Kong Photovoltaic, Tongling Co., Ltd., Yubang New Materials, etc.

5. Cross-border e-commerce.

Recently, the Beijing Council for the Promotion of World Trade held a symposium on the development of cross-border e-commerce enterprises in Beijing, and TikTok e-commerce has set a GMV target of 50 billion US dollars for 2024, which has more than doubled compared with the target figure of 20 billion US dollars this year. Good for Sanshi shares, Zhejiang Zhengte, Antarctic e-commerce, Yongyi shares, Zhiou technology, etc.

6. Xiaomi Automobile.

Recently, Xiaomi launched Xiaomi's annual science and technology feast in the official community, and the recruitment and registration period for rice noodles is from December 24th to December 29th. During the period, the discussion of Xiaomi Auto increased, which was good for Kaizhong Shares, Jinrong Tianyu, Yachuang Electronics, Pengling Shares, Kotei Information, etc.

7. Winemaking.

The valuation of the liquor industry has fallen to a low level in the past ten years, and the sector has a first-class foundation, which is good for Golden Seed Liquor, Guyue Longshan, Huangtai Liquor, Luzhou Laojiao, Weilong Shares, Alcoholic Liquor, etc.

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