The market sentiment is low, investor confidence is shaking, and Huawei's live broadcast rooms have asked for closure**. The recent downturn in trading volume and the exit of investors all indicate the degree of sluggish market sentiment. Many people begin to doubt the current state of affairs and are skeptical about the future. At this point, we are in the darkest hour before dawn, but reason tells us that we need to persevere. From a valuation point of view, with the current ***, the probability of making money in the future is very large. The price-to-earnings ratio quantile of the Shanghai Composite Index is 73%, up from 92 in the past7% of the time is low, and the price-to-earnings ratio of the GEM index is surprisingly low, with a quantile value of only 23%, up from 96 in the past7% of the time is low. As stated in "Historical Records: The Biography of Goods and Colonies", expensive is like dung, and cheap is like pearl and jade. This means that at ***, the goods should be sold as quickly as the manure is dumped;And when it comes to ***, it should be like a jewel to collect the goods. Many times, people miss out on opportunities due to greed and always expect a lower or higher.
In the downturn, some news in other areas is also worth our attention. First of all, the news of Shanghai's water price in 2024, first.
The first, second and third tiers saw increases of % and 53%, respectively. There are many state-owned enterprises in the water industry, which are characterized by strong cash flow, high dividends and high dividends, and are gradually becoming more attractive. Just yesterday, McDonald's also announced a price increase, which may be just the beginning of price increases in many industries
In addition, the Ministry of Industry and Information Technology announced the "Catalogue of New Energy Vehicle Models for Vehicle Purchase Tax Reduction", and Xiaomi's two SU7 models are also among them. This means that the new energy vehicle market will usher in more preferential policies, and Xiaomi, as an influential company, will bring more opportunities for the company with the selection of its models.
There is also news that Tongwei shares bucked the trend and announced an investment of 28 billion yuan to expand industrial silicon. The photovoltaic industry is still growing and growing, and Tongwei's move shows its confidence in the industry's prospects. In the fierce competition, the photovoltaic industry has to continue to expand and abandon competitors in order to occupy a place in the market.
In short, despite the current low market sentiment, as long as we remain rational, believe and grasp various opportunities, we can still make big gains.
In 2024, the price of water in Shanghai will appear**, some experts**, and the increase will be divided into three levels: the first tier will increase by 20%, the second tier will increase by 31%, and the third tier will increase by up to 53%. This news is undoubtedly a shot in the arm for the water industry, many of which are monopolistic and have strong cash flows, high dividends and dividends, and are becoming increasingly attractive.
In addition, McDonald's announced a price increase yesterday, which may be just the beginning of price increases in many industries, and we can't help but wonder whether we should take advantage of the current relatively low prices to increase consumption. For investors who have a certain amount of savings and want to dispose of the money in hand, it may be a good choice to choose some industries that will benefit in the long term and increase the corresponding consumption.
We can consider some companies related to the water industry, especially some state-owned enterprises or large water enterprises. These companies usually have an important position in the industry and are actively involved in the construction and operation management of related infrastructure, from which they can obtain huge profits. Due to the characteristics of the water industry, these enterprises also tend to have stable cash flow and good profitability, which are highly attractive to investors.
In terms of consumption, we can pay attention to some corresponding consumer brands, such as drinking water, domestic water equipment and services, etc. With the increase in water prices, people's requirements for water quality and water facilities will also become higher. Therefore, the sales of some high-quality drinking water brands and domestic water equipment may be greatly promoted. In addition, there is also potential for businesses that offer products and services related to water conservation, as people's awareness of water conservation will be further enhanced with the price of water**.
The Ministry of Industry and Information Technology (MIIT) announced the Catalogue of New Energy Vehicle Models for Exemption and Exemption of Vehicle Purchase Tax, which has attracted widespread attention. This catalogue contains a number of models of new energy vehicles, and two of Xiaomi's SU7 models are also among them. This means that Xiaomi will enjoy preferential policies in the new energy vehicle market, bringing more development opportunities.
The new energy vehicle market has always attracted much attention, especially in today's increasingly environmentally friendly awareness. **Support for new energy vehicles continues to increase, including car purchase subsidies, charging pile construction and other policy measures are promoting the development of this market. At the same time, due to the consumption of fuel vehicles and environmental impact, more and more consumers have begun to choose to buy new energy vehicles.
For Xiaomi, entering the new energy vehicle market can be said to be a good opportunity. As a technology giant, Xiaomi has a great advantage in technology research and development, and it can use its own technical strength and brand influence to create more competitive new energy vehicle products. At the same time, Xiaomi's resource advantages and channel advantages can also give it a head start in the new energy vehicle market.
Tongwei Co., Ltd. announced that it will invest 28 billion yuan to expand the production of industrial silicon, which has attracted widespread attention. As one of the representatives of clean energy, the photovoltaic industry has always attracted much attention. With the increasing global concern for environmental protection, the demand for clean energy is also growing. In this context, the photovoltaic industry continues to grow and develop.
Tongwei's expansion shows that the company is confident in the development prospects of the photovoltaic industry. With the continuous progress of photovoltaic technology and the continuous decline of costs, the construction and operating costs of photovoltaic power plants are also gradually decreasing. This will further promote the development of the photovoltaic industry and provide more opportunities for Tongwei and other related enterprises.
However, the PV industry is highly competitive and cannot be ignored. In this industry, only by maintaining the ability to innovate and continuously improve the quality of products can we occupy a place in the competition. At the same time, for investors, it is necessary to understand the development trend and market situation of the photovoltaic industry and choose companies with advantages to invest in order to obtain better returns.
Despite the low market sentiment and faltering investor confidence, as long as we remain rational and grasp the opportunity, we can still make big gains. In addition, news such as the 2024 Shanghai water price** and McDonald's price increase will have an important impact on related industries and can be an investment opportunity for us to pay attention to. The development prospects of the new energy vehicle market are broad, and Xiaomi, as an influential company, also has huge opportunities in this market. Finally, Tongwei's anti-market production increase behavior shows the development potential of the photovoltaic industry, and investors should pay close attention to industry dynamics and choose high-quality companies to invest in.