Four pieces of good news came last night
1. UBS Research Report said that the "national team" may enter the market, with a volume of more than 410 billion yuan.
From the perspective of UBS, the attitude of foreign institutions is not pessimistic, and the research report believes that in extreme market conditions, **Huijin and other companies still have the potential to further increase their holdings. Moreover, based on the previous market share cycle, it is unlikely that the "national team" will reduce its share in the short term.
Foreign investors are right. The selection came in. It's lice on a bald head - that's clear. Otherwise, how can this be achieved? If banks rise so fast, who can have so much power? As for the reduction of positions, at least for now, this situation will not occur, it has reached 3000 points, reaching the target set before, but it is still far from the profit target, so it will continue**!
2. Two ministries: By 2027, the operating scale of pumped storage power stations in China will reach more than 80 million kilowatts.
According to the information provided by the National Development and Reform Commission, recently, the National Development and Reform Commission and the National Energy Administration jointly issued the "Leading Opinions on Strengthening the Capacity Building of the Largest Energy Storage and Intelligent Discharge of the Power Grid" (hereinafter referred to as the "Opinions") referred to as the "Opinions"). The "Opinions" proposes that by 2027, the power system regulation capacity will be significantly improved, the operating capacity of hydropower storage power plants will reach more than 80 million kilowatts, and the demand response capacity will reach more than 5%. The policy system to ensure the market-oriented development of new energy has been basically completed, and an intelligent dispatching system adapted to the new energy system is gradually taking shape, supporting the proportion of new energy power generation in the country. reach more than 20%, and maintain a reasonable level of new energy utilization.
Recently, the new energy sector has been much better, but it has not recovered much. Last time it was photovoltaic, this time it was energy storage, and the new energy sector has also recovered from the overfall. State. The main reason is that the capital is now flowing to the technology sector and high-end manufacturing. If it's tech stocks, energy stocks are going to be there. Let's see if it happens!
3. The four departments recently jointly issued a notice on formulating a list of industrial machinery enterprises that will enjoy the additional deduction policy for research and development expenses in 2023.
According to the relevant provisions of the notice of the Ministry of Finance, the State Administration of Taxation, the National Development and Reform Commission, and the Ministry of Industry and Information Technology on increasing the proportion of additional deduction of R&D expenses for integrated circuits and industrial foundation machines. to ensure that industrial base machines enjoy the R&D additional deduction policy in 2023. Regarding the formulation of the list of enterprises, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Finance, and the State Administration of Taxation recently issued a joint statement stating that they approved relevant work cases.
The increase in the R&D deduction ratio is mainly to reduce taxes, increase the enthusiasm of enterprises to invest in R&D, reduce worries, and continue to benefit from integrated circuits and industrial motherboard related concepts. At the same time, production and high-end equipment will also become high-end winners. It's all the same way!
The shareholders are 200 million, and the stock price continues to be ** before the holiday, and statistics show that the shareholders have decreased by 69 million. I'm not among them, and I also want to know who those people who are afraid to cut themselves are. Is it turned off? I think most of them are closing positions, increasing leverage. When I got deeper, I was trapped 30% of the time, didn't cut the flesh to hibernate, and now I'm still trapped 20% of the time. Invest your spare money and buy ETFs, don't be afraid!
4. Huijin Company brought 400 billion yuan into the takeover! Good news for the capital market! After Huijin 400 billion entered the market, the baton has been handed over to the insurance company, and 50 billion living water is coming!
According to ** reports, Chinese Life and Xinhua Insurance each invested 25 billion yuan to set up private ** investment**, and the investment direction is large market capitalization, good liquidity, and high market influence**.
The favorite of insurance funds is high yield**, such as bank stocks, and the best evidence is that Ping An Bank's daily limit some time ago is the best evidence. It is now clear that insurance funds are seeking to enter the market without large-scale securities borrowing and short selling. Bank stocks are currently at all-time highs, and some have even hit all-time highs. However, some high-quality white horse stocks, such as Zhongte Appraisal, are currently lower than net assets, with low risk and high dividends, which are sectors where insurance funds may build positions. After all, insurance funds are long-term investments, and the pursuit of stable profits is still the same.
Now, the direction of Big A is clear. Huijin Capital is in the process of being established, and the short selling business of the brokerage has been suspended. Building a strong capital market is not just a slogan, it is something that needs to be implemented this year. After Wu Qing took over as chairman, he began to work in ** company. Various overhauls and repairs will be carried out. In the future, ** stocks and small-cap stocks are expected to hit the stage. All investors need to make a difference and understand the rhythm of the market.