Recently, A-shares have ushered in three major pieces of good news. Whether you are an anxious investor with a full position or a bold and careful shareholder, you need to carefully study these three pieces of news. These news are not only related to the next trend of A-shares, but also of great significance to listed companies and sectors in the relevant industrial chain. Let's take a closer look at the good news.
Recently, the U.S. Department of Commerce announced that it will begin managing the ** chain of traditional semiconductors produced in China, and raised concerns about China's underpricing in the production and sale of traditional semiconductors. In this regard, China's spokesman Wang Wenbin responded at a regular press conference that the United States has turned economic and trade issues into a problem and violated fair competition in the market, and China resolutely opposes this kind of behavior. Wang Wenbin said that China has formed a rich industrial chain in the manufacture of traditional semiconductors, with stable technology and large-scale production, which has reduced the cost of semiconductors accordingly. As a global semiconductor producer, China's semiconductor industry will have an impact on the industrial chain of the United States. Wang Wenbin believes that the United States is currently embargoing China's semiconductor industry chain because they feel that they have been surpassed by China and feel threatened by China's development in the field of high-end semiconductors. This news may bring relative negative effects to the listed companies in China's semiconductor industry chain, especially the impact on traditional semiconductor manufacturers. However, this will also prompt China to speed up the project of breaking the bottleneck and take the production technology of high-end semiconductors into its own hands, so as to break through the dilemma and boost the development of science and technology.
2. In terms of rare earths, ** in response to China's question about expanding the list of technologies that cannot be transferred overseas.
**In response to foreign media questions that China will stop exporting some rare earth technologies and that China will expand the list of technologies that cannot be transferred overseas. ** Indicates that China's revision of the Prohibited Export Catalogue is a specific measure and routine change that has been improved in accordance with the development of the situation. China's rare earth is cheap, exports are cheap, and it has become the basic raw material of the United States and other countries, which is extremely unfavorable to China's rare earth industry. The United States not only wants us to export a large number of rare earth raw materials, but also suppresses China's semiconductor industry, reflecting the hegemonic side. China's export restrictions are also a manifestation of reciprocal countermeasures. This news is good for the listed companies and sectors of the related rare earth industry chain.
Recently, the national energy group's power generation has continuously set new records, reaching 42 on December 21 alone800 million kWh. This indicates that energy consumption is gradually increasing. This also means that the demand for China's energy industry is increasing, which is good news for related listed companies and sectors. In particular, companies in the fields of renewable energy and clean coal will benefit from the increase in power generation from the national energy group. In addition, the increase in energy consumption will also promote the development of related industries, further contributing to economic growth.
The above three good news have an important impact on the A** field. Whether it is a first-class investor or a risk-taking shareholder, you need to carefully study these news, analyze its impact on the market, and adjust your investment strategy. For listed companies and sectors in the relevant industrial chain, it is more necessary to pay close attention to the development trend of these good news and grasp market opportunities. At the same time, it cannot be ignored that there are also some challenges and risks behind this good news, which need to be treated with caution. In any case, only by having a clear understanding of the market situation can we reasonably grasp the investment opportunities and achieve better investment returns.