Countdown to the new energy thunderstorm! The four major news in the early hours of this morning hit in full swing (219)!
1. Countdown to the new energy thunderstorm! From April 1, module exports to India will be restricted.
April 1, 2024 is a warm day of spring, but for us Chinese PV module manufacturers, it may bring some cold winds. Recently, the latest policy released by India's Ministry of New and Renewable Energy (MNRE) said that after March 31, 2024, the "Type and Manufacturer Approval List (ALMM)" exemption that has been extended many times will be terminated, and from April 1, the "ALMM" list will be re-effective, that is, Chinese PV modules will no longer be used in India's **-funded PV projects.
This is undoubtedly a heavy blow to Chinese PV companies that have a large presence in the Indian market. After all, since the sharp decline in domestic PV modules** in the second half of 2023, the scale of exports to India has grown rapidly.
Second, the financial data is off to a good start, with new credit and social finance hitting a new high in the same period in history!
Financial data that exceeds expectations usually means that more money is flowing into the market. Some of this money will flow in**, which will help the market**, so it is positive.
3. The China Securities Regulatory Commission adheres to "zero tolerance" law enforcement and focuses on dealing with violations by many practitioners!
This time it was really a heavy blow, and the punishment was much stronger than before. It is hoped that the market system can become more and more standardized, so that the whole market can develop steadily and healthily.
Fourth, the total box office of the Spring Festival stalls hit a record high, as high as 784.4 billion yuan, which has slightly exceeded the box office of the Spring Festival stalls in 2021 by 78$4.3 billion; With the box office of the Spring Festival in 2024 breaking the historical record, it will directly benefit the listed media companies and the entertainment and media-related industries**.
Today is the first trading day after the Spring Festival holiday, the external market is still warm, Hong Kong stocks and the A50 index are ** during the long holiday, but the increase is not large. Therefore, there is a greater probability that the market will open slightly higher on Monday. The low point before the Spring Festival, how to say it, the daily line is more like an over-fall**, and it is impossible to determine the bottom. Of course, we only refer to the daily line, because the daily line before the bottom of the fall is too fast, the three consecutive yang before the festival is completed in a fast and violent **, which belongs to the culet after the sharp fall. Because the ** before this bottom is too fierce, and it appears at the bottom after the monthly line 6 consecutive yin and the annual line 3 consecutive yin, which belongs to the rare limit**, I can only say that the trend of the daily line is not friendly.