The shareholders are waiting for you! Real estate tax is coming, the registration system is coming, and now the new energy is good to continue to increase!
This weekend the big policy is continuous! First of all, the real estate tax reform pilot is coming! Secondly, the "Opinions on The Complete, Accurate and Comprehensive Implementation of the New Development Concept to Do a Good Job in Carbon Peak carbon neutrality" was released today, and the State Council strictly controls investment in high-carbon projects such as coal power, steel, electrolytic aluminum, and cement. Establish monetary policy tools for carbon emission reduction.
What are these signals? You don't understand that's your business. The real estate tax reform pilot, as a whole, this is the property market regulation strategy of the long-term mechanism. Because at present, China's economy is moving towards the world's first, and the whole is no longer a money-starved economy, but an economy that manages money well. What is needed is to make money worthwhile, with a focus on managing inflation and bubbles. And these two biggest sources are the property market, now the long-term mechanism is coming, the property market is stable under the general de-stock, which is an international law. This is an international law, so I expect that the same will be true of the financial laws of our market.
The Western building is not speculated, and the stock market bulls do not dare to engage in it, so they play with coins. However, these are not suitable for my country. Because the coin thing is suitable in the West, they want you to mess around. Our country is different, we are serving the public, we can't let some things fly to private people, I won't talk about this. So the past 20 years have been a bull market in the property market, and the next 20 years will be a bull market in the stock market.
The registration system is coming, which is good for value investment, and then it is good for the industry leader, that is, the positive index, and the long and slow bull is a high probability. The long-term real estate mechanism is coming, the money is not good to go, go abroad, the economy is moving east. So look at the A-share market! Technology, finance, the Internet, some things are not in our A shares, but the basic level is all in the A shares is also a big opportunity. Just as good as attracting money!
Now, under the peak of carbon neutrality, we will strictly control the investment in high-carbon projects such as coal power, steel, electrolytic aluminum, cement, and petrochemicals, and promote the development of green and low-carbon financial products and services in an orderly manner. What's good? In fact, the 2006 and 2007 bull markets are quietly coming. What were the three major sectors of A-shares more than 10 years ago? Real estate, banks, and the other is color. At that time, it was fried these few, the bank was behind, and the non-ferrous color was fully covered by the bull market.
Carbon neutral carbon peaks. The overall long-term tightness of electricity is expected to increase, because China's economy is too strong, and power expansion is relatively limited, requiring process and time. New energy, photovoltaics, wind power, etc. are not something that can be done overnight. It will take time, but the timeline for carbon neutral carbon peaking is certain. This is like a bank loan, the loan is fixed, but your income is not fixed, then it will remain tight.
In this case, non-ferrous resources such as coal, as well as rare earths, began to enter a tight trend after the supply side in 2016, and the performance turned better across the board. Today is more fierce, but also mainly because the power is affected by carbon neutral carbon peak, this tightness will indicate that it is medium- and long-term, the time carbon neutral carbon peak is 2050, and then it will continue. The whole world continues this trend! It indicates that the entire industry is invisibly in the supply side of the super long cycle, that is, the performance of the positive industry continues to be stable and rising.
Coal and other non-ferrous people, more than 10 years, after 2006 and 2007 there is basically no speculation, 2008-2016, resource prices are continuing to fall. It was not until 2016 that the supply side fully reversed and rose, and it took 5 years of sideways to start rising this year. Although the policy has recently faced some regulation of coal, this regulation is to be stable, not to fall sharply, so it indicates that the adjustment is limited, and the shock near 1500 yuan will be a long-term law, which is good for the performance of coal and other industries.
Now other sectors are surplus, the world is underwater, and commodities are rising globally. The dollar does not end, the world is facing inflationary pressure, this is the strategy of the United States, but China's body quantification, through channeling can resolve this inflation shock concern. However, the overall positive funds into the stock market are more obvious, and real estate taxes are the best policy-oriented signals.
It is appropriate to buy funds, but it is not to buy randomly, and the overall cycle resource concept fund is suitable for consideration and research. For others, the registration system is not a leader, not an index fund, preferably a composite index. For sector indices will become more and more testing, it is advisable for small sector index funds to be more careful. Well, first of all, enjoy it as a whole, this is a big bull market of resources and new energy. However, it is not a general bull, but a value investment bull, a track investment bull bull.
In the non-ferrous resources sector, in addition to the overall new energy concept in recent years, the price-to-earnings ratio and price-to-book ratio of other non-ferrous resources are very low. Resources are getting more and more attention, commodity prices continue to rise, and performance explosions will be natural. Now is the year-end cycle, followed by the annual report market, commodities rise, downstream performance is not very good, this is called inflation. The upstream mining masters are crazy, and the upstream is only one plate, and the downstream is all aspects, indicating that there are not many places where funds can go, and the concentration is very high. However, the policy side is somewhat uncertain, and there will be shocks, which is not suitable for too short a study. Medium- and long-term investment, value investment is more suitable.
The Ningde era is too crazy, two big cooperation on the weekend, all at the national level. This is The Great! On October 22, CATL New Energy Technology Co., Ltd. and China Huadian Group Co., Ltd. signed a strategic cooperation agreement in Beijing. On October 20, CATL signed a strategic cooperation agreement with the National Energy Group in Beijing.
For the industry, the upside is big. For Ningde, it is also a big deal, but Ningde is expected to rise and slow down like Maotai. For the average person, the plate is too big. Small-cap stocks are more expected, new energy Hehe, look for it.
(Risk Warning: The above views do not make operational suggestions, and operate accordingly at your own risk) Author of "The Capital Code of Simple Learning". private. Fund manager, financial commentator, Oriental Fortune 10 Fortune, Sina Top 10 Financial Broadcaster!