Go on**! This morning, the Shanghai Composite Index **091%, SZSE Component Index**295%, GEM refers to **231%, more than 3,100 *** market volume significantly, the morning turnover of 624.3 billion yuan, an increase of 139.8 billion yuan from yesterday morning, today's turnover is likely to hit the trillion mark. 
On the disk, rare earth permanent magnets, automobile industry chain, semiconductor industry chain, liquor, brokerage, medicine and other sectors strengthened. With the improvement of market risk appetite, funds temporarily withdrew from high-dividend assets with defensive attributes, "three barrels of oil", China Shenhua, Yangtze River Power, Agricultural Bank of China, etc84%, ushering in three consecutive yangs. The latter is constantly narrowing the gap in market capitalization with the former. Can the "stock king" take advantage of the situation to regain the status of the first brother of A** value? 
Rare earth permanent magnet plate eruptionThis morning, the rare earth permanent magnet plate rose sharply, setting off a tide of price limits. 
On February 6, the Ministry of Industry and Information Technology and the Ministry of Natural Resources issued the first batch of total control indicators for rare earth mining, smelting and separation in 2024, and the total control indicators for the first batch of rare earth mining and smelting separation were 1350,000 tons, 1270,000 tons, a year-on-year increase. 4%。In 2023, the total control indicators of rare earth mining, smelting and separation will be 2550,000 tons, 2440,000 tons, a year-on-year increase. 7%。Guojin ** believes that the supply growth rate is declining, the supply and demand pattern is improving, and rare earth ** is expected to bottom out. In the process of rare earth development, resource leaders and targets with growth potential are expected to fully benefit. It's either up or downHasen shares attract attentionThis morning, Hasen shares rose to the limit. In the 17 trading days since January 16, the stock has either risen or fallen. 
From January 16th to January 24th, the company's stock price continued to rise and fall, ushering in seven consecutive boards; On the 23rd, Hasen shares also staged a "sky-earth-sky" trend. From January 25th to January 31st, the stock price fell for 5 consecutive trading days. From February 1st to February 5th, the continuous daily limit ushered in three consecutive boards. On February 6, the stock ushered in the sky. In the stock bar, the shareholders shouted: It's too demonic! Some people joked that 17 days and 17 boards can be called the "king of even boards" in A-shares. Someone else said: "This year's actor is you!" ”The automotive industry chain is strongThis morning, the automobile industry chain strengthened, automobiles, solid-state batteries and other sectors rose sharply, and JAC Motors, Cialis and other ** daily limits. 
On the news side, the Ministry of Commerce and other 9 units recently jointly issued the "Opinions on Supporting the Healthy Development of New Energy Vehicle Cooperation" (hereinafter referred to as the "Opinions"), which proposed a total of 18 policy measures including overseas R&D cooperation, improving overseas compliance management capabilities, strengthening cooperation with overseas related enterprises according to local conditions, and strengthening after-sales capacity building such as overseas maintenance. The Ministry of Commerce also said that it will organize a consumption boost year and introduce policy measures to promote automobile consumption.
In addition, according to the data of the Passenger Car Association, from January 1 to January 28, the wholesale sales of new energy vehicles of passenger car manufacturers in China were 5670,000 units, up 76% y/y and down 38% m/m; The retail sales volume of the domestic new energy vehicle market was 5960,000 units, up 92% y/y and down 24% m/m. Cinda** said that in 2024, China's auto market is expected to maintain a steady upward trend at the total volume level, driven by factors such as stable domestic demand, supply opening, and export growth. At the structural level, we will focus on grasping the four main lines of "strong vehicle industry chain + intelligence + parts going overseas + chassis aftermarket" to tap excess opportunities.
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Editor: Zhang Nan, Zhang Lijing Signed: Fei Yangsheng