After a few days in a row, the market finally ushered in signs of stopping the fall, the Shanghai Composite Index hit a new low in the past year and then launched a small **, while the ChiNext and the Shenzhen Component Index closed out of the doji, if there is a big white line that engulfs Monday's yin line, then the early star has also been formed, then the market outlook can also be expected.
But it remains to be seen whether this is a relay or a reversal, but the market reaction is that as long as the market remains stable, even if the index level does not rise much, it is far more redundant, which shows that a stable market environment is very important.
As soon as the market stops falling, photovoltaic has become the first pioneer to carry the banner, behind this is more the catalysis of news, it is difficult to change the fundamentals, and more is the repair after the overhead.
First of all, on the news side, on January 8, the National Energy Administration issued the "Notice on Organizing and Carrying out the Declaration of "Demonstration Counties and Demonstration Towns for the Construction and Application of Charging Infrastructure".
The notice proposes to increase support for the construction and operation of the charging network. Encourage qualified areas to introduce special support policies for the construction and operation of public charging facilities in rural areas, increase land security, and increase the transformation and upgrading of supporting power grids.
Encourage areas with suitable conditions to build distributed photovoltaic and distributed wind power in combination with charging facilities to form an integrated green charging system. Encourage the application of new technologies such as vehicle-to-network interaction. Combined with the environment of charging facilities in rural areas, operation and maintenance requirements, etc., improve the operation and maintenance system of charging facilities.
Because of the impact of the news and the excessive decline, it is completely understandable that the photovoltaic has a strong **. The logic of photovoltaic is actually relatively simple, which is to look at the new growth momentumIn the past, there was such a large growth, because photovoltaic was cheap enough, and the market size was large and the demand was large, even if the demand was so large that the industry was infinitely involuted, it could still maintain a certain growth.
However, such expectations have been reflected in the stock price in advance, so when the reality begins to be difficult to match the previous high expectations, the market will continue to lower expectations, which is why PV has been adjusting.
The photovoltaic industry has always had such a characteristic, there is no only you can do what others can't do, the key is where you are. The first to eat meat, the second to drink soup, the third to gnaw bones, and then the back can only watch others eat hot, which really has an advantage in the industry leader.
However, in the last year or two, the leading varieties have not fallen less, and most of them are basically halved and then halved, which is the same as the varieties that have been brilliant in the market beforeBut all those who have been hyped and brilliant before, even if the market is stimulated by news, more is to fall a little more, and it usually takes a long, long time to digest the previous high expectations.
In the future, if PV wants to have new growth expectations, it will be difficult to boost expectations unless there is a new growth momentumEven if it is repairable, there will be opportunities for volatility, and it is difficult to have a general trend.
The photovoltaic sector is significantly larger**