On December 21, 2023, the morning opened low and went high, ** turned red. Photovoltaic equipment, brewing industry, decoration and building materials, tourism hotels, textiles and garments, games and other industries are among the top gainers.
In terms of ETFs, category consumer ETFs (517880), photovoltaic 30 ETFs (560980), photovoltaic ETFs** (159863), semiconductor materials ETFs (562590), and game ETFs (516010) were among the top gainers.
The industries that led the rally this morning, in addition to the photovoltaic equipment that had been in the first place before, the rest of the industries such as winemaking, textiles and clothing, games and tourism hotels were mainly consumer sectors.
On the news side, photovoltaic equipment. Haitong ** said that the policies of various localities and departments for the photovoltaic industry continue to increase, and gradually penetrate into the household photovoltaic and other subdivisions, and pay comprehensive attention to large-scale construction standards, market-oriented applications, supporting services and financial support, as well as medium and long-term development planning. With the transmission of relevant policies, the development of the sector is expected to add new fire.
Yinhe ** believes that in 2023, the domestic photovoltaic installed capacity will exceed expectations, and photovoltaic investment is recommended to grasp two main lines: one is the main industrial chain or auxiliary material first-line leader with the ability to resist cyclical fluctuations and a deep moat, and the other is that the new technology leads the market, the N-type curtain is opened, the potential of granular silicon + CCZ is large, and perovskite is subversive.
As for consumption, on December 19, the relevant ministries and commissions said at a press conference that the overall low level of CPI this year, with the change of imported, cyclical, seasonal and other factors, the base effect has gradually weakened, the demand for goods and services continues to recover, and it is expected that the CPI will rebound moderately next year.
China Securities Construction Investment believes that in the context of economic recovery, residents' consumption power and consumer confidence have risen steadily, catering has continued to recover rapidly, retail sales of tobacco and alcohol have grown brightly, and final consumption expenditure has contributed a lot to economic growth in the first three quarters, playing an important role in support.
Bank of China ** also pointed out in the research report that from the financial report of Luckin Coffee, the number of tourists and other data, the concept of consumption has changed greatly, consumers are willing to use more leisure to experience a better life, and have not entered the era of low desire, nor do they exclude **, but pay more attention to cost-effective, value-for-money consumption experience. In the long run, the crowding out effect of real estate on residents' consumption will weaken, but it will drive the demand for mass goods to continue to grow.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.