Today is January 19, 2023, and in two days it will be the Spring Festival, which may have already begun in some places, but Brother Ki has no feeling for the New Year. It is also strange to say that when I was a child, I looked forward to the New Year every day, but now I am afraid of the New Year every day, not only because the current taste of the New Year is weaker, but also because I feel that I am one year older after the New Year. I don't know if you feel this way, the time is passing too quickly, a year has passed, and in the end you find that you have done nothing. Just now, three major news popped up on the screen, one of which is particularly important, or affect tomorrow's market trend? Tomorrow is the last day before the holiday, how will China's stock market go? My analysis is as follows:
1. Seventeen departments jointly issued the ""Robot +" Application Action Implementation Plan"
The Ministry of Industry and Information Technology, the Ministry of Education, the Ministry of Public Security and other seventeen departments recently issued the ""Robot +" Application Action Implementation Plan, the plan proposes that by 2025, the density of manufacturing robots will double compared with 2020, the depth and breadth of application of service robots and special robots will be significantly improved, and the ability of robots to promote high-quality economic and social development will be significantly enhanced. Focus on 10 key application areas, break through more than 100 innovative application technologies and solutions for robots, promote more than 200 typical application scenarios of robots with high technical level, innovative application mode and significant application results, create a number of "robot +" application benchmarking enterprises, and build a number of application experience centers and test verification centers.
This time, 17 departments of the country are involved, which shows how much attention is paid to this industry. The robot can replace simple repetitive work, and can run 24 hours a day, which can greatly improve efficiency. So, if you're doing simple work right now, you should get nervous, because your job is likely to be replaced by robots.
In terms of stocks, robot-related supporting companies, as well as robot service companies, including production, processing, manufacturing, maintenance and other industries, have good opportunities. What companies are behind these industries, you can find out.
2. Ministry of Commerce: will build a national second-hand car information sharing platform to promote the gradient consumption of automobiles
The State Council's new office held a press conference on ensuring the supply of the Spring Festival market and promoting holiday consumption, and Sheng Qiuping, vice minister of the Ministry of Commerce, said that efforts will be made to stabilize and expand automobile consumption, support the purchase and use of new energy vehicles, and expand the circulation of second-hand cars. It will also open up the second-hand car information platform, promote Shanghai's automobile life cycle information platform and the relevant experience and practices of the China Automobile Dealers Association, and build a national second-hand car information sharing platform to enable the public to dare to buy second-hand cars, promote the gradient consumption of automobiles, and activate the circulation market of automobiles.
The new energy vehicle market has not yet been fully opened, and we have begun to start the second-hand car market, which is ahead of its time. Judging from last year's sales data, the potential of the new energy market is very large, and the acceptance of new energy vehicles by the people is still very high. If the second-hand car market is opened and the price is lowered, the sales of cars can reach a new level.
In terms of stocks, the sector led by lithium batteries and new energy has not risen sharply in recent times, but it has not fallen, which shows that it has not fallen, and the original large medical sector is the same. My advice is to configure it at a low level, and wait until the outbreak in the next year, the market of this industry is there, only losing time and not losing money.
3. Ministry of Culture and Tourism: Stimulate the vitality of the cultural and tourism consumer market and vigorously boost market confidence
Today (19th), the State Council's new office held a press conference to introduce the situation of ensuring the supply of the Spring Festival market and promoting holiday consumption. Miao Muyang, Director of the Department of Industry Development of the Ministry of Culture and Tourism, said that in order to enrich the supply of cultural and tourism products during the 2023 Spring Festival, stimulate the vitality of the cultural and tourism consumer market, and vigorously boost market confidence, the Ministry of Culture and Tourism carried out the following work:
First, seize consumption hotspots and enrich product supply. The second is to create a reunion taste around the hometown customs. The third is to implement consumption to benefit the people and stimulate market vitality. Fourth, prosperous nighttime economy to release consumption potential. In essence, this is still to promote the recovery of the consumer market, stimulate the vitality of the large consumer market, and comprehensively build our large-scale consumption strategy.
However, to Brother Ji, when to do something, China's traditional culture is only a few time periods, and it is enough to release the essence of each culture. Like the Spring Festival, fireworks, dragon lantern dances, temple fairs, and some folk activities are organized in various places, which do not need to be organized by the authorities, and the people themselves can do it, and at the same time promote consumption. Measures like the ones above can be used in normal times. Now, Chinese think that China's solar terms are not interesting, this is a loss of culture!
Outlook for the future market
Today, the broader market opened low and went high, giving retail investors a step down, presumably selling stocks and holding coins for the holiday. It can be seen from the volume that today's trading sentiment is significantly higher than yesterday, and these are the chips washed out by the main force. No matter how the market moves tomorrow, there is no need to pay attention, because the real market is after the holiday, and that is when the decisive battle is held! Remember, smart people tend to die quickly, and if they stick to it stupidly, the stock market will not lose us.