At present, the liquor sector is still in the process of adjustment, and there is no sign of stabilization at present. Early hot spots have picked up. However, we find that the leading stocks are different, and the leading stocks have begun to emerge in the sub-sectors, such as rare earth and lithium materials subdivided by the new energy sector, and the rotation speed has begun to accelerate. With the change of positions of major funds and the disclosure of the latest heavyweights, some leading stocks with outstanding performance in the early stage began to be sold, and some low-level compensatory stocks began to receive capital inflows, and the high-low switch was confirmed.

In 2020, the installed capacity of photovoltaic wind power exceeds expectations, and the performance of wind power is much lower than that of photovoltaic, so we can continue to pay attention to it later.