First, January 25 news, the "14th Five-Year" energy conservation and emission reduction comprehensive work plan proposed that by 2025, the national energy consumption per unit of GDP will be reduced by 13.5% compared with 2020, and the total energy consumption will be controlled in a timely manner.
Comments: The release of the "14th Five-Year Plan" Comprehensive Work Plan for Energy Conservation and Emission Reduction ushered in innovation in the dual control policy of energy consumption, strengthened the intensity constraint and improved the elastic management of the total amount;
The "Work Plan" also clearly pointed out that by 2025, the sales volume of new energy vehicles will reach about 20% of the total sales of new cars, and the proportion of railway and waterway freight traffic will be further increased. The concept section of new energy vehicles may be focused on.
Related stocks: Ningbo Jingda, Shenchi Electromechanical, Pulite, Zhenhua Technology.
Second, January 24 news, some lithium battery material quotations rose again, lithium carbonate rose 6000 yuan / ton, lithium hydroxide rose 5000-6500 yuan / ton; nickel beans rose 3700 yuan / ton; lithium iron phosphate rose 5000 yuan / ton.
Comments: With the rising quotation of lithium battery materials, the lithium battery concept plate may continue to continue the bright trend today and continue to be favored by the market.
Related stocks: Red Star Development, Dangsheng Technology, Zhongke Electric, China Mining Resources.
Third, January 25 news, the "14th Five-Year Plan to promote the development of urban and rural construction in the Yangtze River Economic Belt" proposed to promote the common development of smart city infrastructure and intelligent networked vehicles.
Comments: The Action Plan for Promoting the Development of Urban and Rural Construction in the Yangtze River Economic Belt in the 14th Five-Year Plan helps Shanghai, Wuxi, Wuhan, Changsha and other places to implement technological innovation in the coordinated development of smart city infrastructure and intelligent networked vehicles, and create a "Car City Network" platform that supports multiple applications. The smart city concept sector may become one of the hot spots in today's market.
Related stocks: Wanrun Technology, Infineon, Oriental Guoxin, Huagong Technology.
The status is the leader, the funds are in it, the concept has a look, and the opportunity is out!
The stock market is unpredictable, the above news, for reference only, if you are interested in the official, welcome to discuss!
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