A-shares have risen well recently, so the short-selling funds can't help it?
Not long ago, he suffered a huge loss of more than 2 million yuan, directly announced the clearance and "bid farewell" to a certain big V in the stock market, and posted yesterday that he was back. At the end of December 222, when he left, many netizens asserted that the stock market had bottomed out; What do netizens think of his return this time?
At the close of this morning, the Shanghai Composite Index rose by .37%, the Shenzhen Component Index rose by .83% and the Growth Enterprise Market Index rose by 1.52%.
the return of big v
at noon on December 27th, 222, a news released by big v "save your mind and effort" attracted attention.
He said, "Clear the warehouse and throw in the towel. I lost a lot this year. There is basically not much left to repay the financing, and it has been impossible to turn over for many years. Say goodbye to the stock market and try to save money. I hope that everyone will not go to the stock interface to circle me again. I have no positions. Thank you. "
At that time, a netizen commented: "A big investment V fell in the darkness before dawn."
Yesterday, the big V said that there is a high probability that there will be a market in 223, and you still have to come back or buy stocks. When I got up in the morning, I saw that the US stock market had stabilized. I couldn't wait any longer, and I was stuck at the opening.
He also said that he bought six stocks this time, which were distributed in four sectors: lithium battery, photovoltaic, semiconductor and chemical industry.
The photovoltaic track has seen a daily limit
Judging from the market trend this morning, the big V should have made money, and lithium batteries, photovoltaics and semiconductors have all gone up, among which the photovoltaic track has ushered in a big explosion.
specifically, in the photovoltaic track, POE film, TOPCON battery, HJT battery and other sectors were among the top gainers, while Follette, Hengdian Dongci, Dongfang Shenghong and other large-cap market leaders such as Longji Green Energy, Tongwei and Sunshine Power also rose sharply.
according to industry insiders, with the release of upstream production capacity, the price of photovoltaic industry chain has accelerated downward recently. This week, the lowest price of polysilicon materials has also dropped to about 185 yuan /kg, and the lowest price of components has also dropped to about 1.85 yuan/w.. The latest industrial chain price has a very obvious boosting effect on terminal demand.
according to guosheng securities, according to industry research, it is predicted that domestic and international demand will be strong in the off-season in the first quarter of 223, and industrial chain demand and production scheduling may exceed expectations in the first quarter.
from a medium-and long-term perspective, citic securities said that the downward trend of component prices and installed costs will be realized through the downward trend of silicon prices, and the logic of volume increase will be very clear, and the profit gap caused by the downward trend of silicon prices will be transmitted downstream along the industrial chain. It is suggested to pay attention to three photovoltaic material links that benefit from the incremental logic and the tight supply and demand structure brought by the iterative process of N-type battery technology.
at the same time, the national large-scale wind power photovoltaic base project was promoted in an orderly manner. On December 28th, 222, the new energy base project in the north-central Ordos of Kubuqi Desert, led by Three Gorges Group and jointly built by Inner Mongolia Energy Group, started construction in Dalat Banner, Ordos City, Inner Mongolia. The total planned investment of this project is over 8 billion yuan, and the total installed capacity is 16 million kilowatts, including 8 million kilowatts of photovoltaic and 4 million kilowatts of wind power. The advanced and efficient coal-fired power installed capacity is 4 million kilowatts, and the multi-scale and multi-type energy storage is about 4 million kWh to 6 million kWh. On the same day, the Three Gorges Group announced that it would start 27 new energy and Yangtze River protection projects, with a planned total investment of 19.55 billion yuan and a total installed capacity of 19.6368 million kilowatts, all of which are clean energy and eco-environmental protection projects.
Beijing continues to strictly implement the global ban policy
According to Beijing Daily, the Office of the Beijing Fireworks and Firecrackers Safety Management Coordination Group held an online press conference this morning to officially announce that the city will continue to strictly implement the global ban policy during the Spring Festival this year.
It is worth noting that cold fireworks, firecrackers, firecrackers and children's toys, which are usually welcomed by young people and children, are all fireworks and firecrackers, and they are all banned.