1.According to CCTV News, on February 23, the fourth meeting of the ** Financial and Economic Committee was held to study the issue of large-scale equipment renewal and trade-in of consumer goods, and to study the effective reduction of logistics costs in the whole society. The meeting pointed out that to promote the renewal of new first-scale equipment and the trade-in of consumer goods, effectively reduce the logistics cost of the whole society. On the one hand, it is necessary to promote the renewal and technological transformation of various production equipment and service equipment; On the other hand, traditional consumer goods such as automobiles and home appliances are encouraged to be traded-in, and durable consumer goods are promoted to be traded-in. In addition, the meeting proposed that it is necessary to effectively reduce the logistics cost of the whole society and enhance the core competitiveness of the industry.
2.Zhu Min, director of the Institute of Informatization and Industrialization Integration of the China Academy of Information and Communications Technology, said that the new large-scale technological transformation and equipment renewal will help accelerate the large-scale promotion of intelligent manufacturing, and intelligent equipment and intelligent products such as CNC machine tools and industrial robots will also usher in new development opportunities and broad growth space. Huaan** said that this meeting emphasized that one of the key points of equipment renewal lies in large-scale technological transformation, and green, high-end, intelligent and safe are the focus of future technological transformation and equipment renewal. Therefore, the energy saving and carbon reduction potential of energy-using products and equipment in the future is greater, which is an important direction for the future technological transformation and renewal of the machinery sector. The capacity renewal cycle of production equipment is often driven by equipment refresh and capital expenditure. Therefore, it is recommended to pay attention to the industry direction of machine tools, industrial robots, automation equipment, intelligent logistics equipment, etc., which fully benefit from the development of intelligent manufacturing. The conference encouraged and guided the trade-in of consumer goods, and accelerated the update and iteration of traditional consumer goods such as automobiles, home appliances, and electronics, so as to drive a new round of renewal of consumer equipment, which has great potential for future development.
*Times Data Treasure combing, since the Spring Festival, the average number of industrial machine concept stocks is **1391%, the overall performance is stronger than **, 8 shares rose more than 20%, and Heforging Intelligence and Zhejiang Hydeman rose first, both up more than 40%.
3.There is a rare thing in this year's A-shares, after the announcement of a phased tightening of IPOs in August 2023, there were no new listings in the entire trading week of the Year of the Dragon. In the first eight months of 2023, the number of new shares issued was 249, and the number of new shares in January 2024 was 16. However, the trend in February is coming to an end, with only 2 new shares issued and only 1 IPO submitted in February. It is clear that the number of new listings accelerated in February.
It is believed that the normalization of new shares has increased the supply of the market, which has caused the valuation of ** to decline, affecting the confidence of investors. More importantly, in recent years, the three major stock indexes, the increase in the number of new shares, so that the quality of some new stocks is not high, the listing performance has changed face, but also affected the quality and healthy development. This time, the number of IPOs terminated this year has been 47, more than the same period last year, indicating that the management has become more and more strict in the review standards for IPOs, and in order to protect the interests of investors and take care of the best, the issuance of new shares has been slowed down. Recently, there have also been positive signs, the phased tightening of the IPO rhythm has eased the pressure on market liquidity, increased the activity of market trading, and the Shanghai Composite Index stood at 3,000 points.
4.After the previous surge, the company also began to be busy, and 68 new declarations were accepted in February, half of which were equity products. It can be understood that with the upgrading of investment enthusiasm, the declaration of equity class has begun to accelerate.
It is believed that the increase in confidence in the equity market indicates that there will be more funds to participate this year, and the number of new ones will also surge. In addition, the new ** declared this time, covering a number of topics such as coal, robots, dividends, etc., shows that the trend of ** has not changed, and the company's investment enthusiasm for technology and high-dividend yield sectors has not changed. The reason for this is that when the consumption of high-dividend industries recovers, the industry's profitability is elastic and the fundamentals continue to maintain growth, which makes many funds like to hold together. In this way, if the trend of high dividend yield does not change, the trend of the Shanghai Composite Index will not change significantly. ** Optimistic about the climb of the technology sector, the reason is that artificial intelligence and the impact of good news on U.S. stocks outside also make the performance of some sectors unimaginable.