Good evening
I. Review of last week's market
Last week, the market bottomed out by 1.43%, the Growth Enterprise Market rebounded sharply by nearly 3.5%, and all major sectors rose. The top three sectors are nonferrous metals: 7.3% per week, 6.6% for lithium batteries, 5.24% for vaccines, 2.5% for communication equipment, 1.8% for textiles and clothing, and 1.4% for commercial chains. The non-word board stock with the biggest increase last week was Golden Seed Wine: the weekly increase was 58%, and the biggest decline last week was Xingye Technology, with a weekly decrease of 36%.
2. Review of weekend news
1. The Central Economic Work Conference was held. There were eight important new formulations at the meeting:
1) The policy operation should be more precise and effective, without making sharp turns, and the policy should be timely and effective. We should make good use of the precious time window and concentrate on promoting reform and innovation. Don't make a sharp turn, which is a relatively new statement at this meeting. Next year, monetary policy and fiscal policy will be slightly better than expected.
2) A prudent monetary policy should handle the relationship between economic recovery and risk prevention.
3) We should work hard to solve the hidden debt risks of local governments.
4) Improve the governance of financial institutions. Crack down on all kinds of debt evasion. It is necessary to standardize the development of the third pillar endowment insurance.
5) real estate. Insist that the house is for living, not for speculation. Solve the outstanding housing problems in big cities. Housing is related to people's livelihood and well-being. We should attach great importance to the construction of affordable rental housing. It is necessary to reduce the tax burden of rental housing, rectify the order of the rental market, and rationally control the rent level.
6) Strengthen unified planning and macro guidance, make overall plans for industrial layout, and avoid repeated construction of emerging industries.
7) We should strengthen the protection and utilization of germplasm resources and strengthen the construction of seed bank. It is necessary to respect science and strict supervision, and promote the industrial application of biological breeding in an orderly manner. It is necessary to carry out the technical research on the "stuck neck" of provenance and determined to fight a seed industry turnaround.
8) cancel some administrative restrictions on consumption and purchase in an orderly manner, and fully tap the consumption potential of counties and townships.
2. gaoling capital took over Longji shares with 15.8 billion yuan. Longji shares issued the announcement "Prompt Announcement on Shareholders' Proposed Transfer of Shares and Changes in Shareholders' Equity", and Gaoyan Capital, a well-known fund management company in the capital industry, invested in Longji shares. Li Chun 'an, a shareholder holding more than 5% shares, intends to transfer his 6% shares of the company to Gaochun Capital. The transfer price per share of this transaction is 7 yuan/share, and the total consideration is 15.84 billion yuan. Gaoling Capital has recently invested heavily in new energy companies such as Tongwei, Enjie and Contemporary Amperex Technology Co., Limited. At present, capital predators are still optimistic about the new energy industry, and it is not a problem to have industry leaders to sell their prices. It is estimated that there will be a wave of photovoltaic and wind power sectors next week.