A-shares closed up, treasury bond futures rose sharply, and 105 domestic game versions were issued
Now it seems that the "Opinion Draft" released by the Press and Publication Administration last Friday may have an unintentional component, and then we studied it, the Ministry of Culture launched in 2010 The "Interim Measures for the Administration of Online Games" has been repealed in 2019, and the Central Propaganda Department has not issued new management measures for a long period of time after becoming a regulatory department;
The new regulations for online games are the KPI of the Publishing Department this year, but I didn't expect the impact on the market to be so big, because the current market sentiment is very sluggish, the market suddenly thinks of the lessons of education and training, so it is overly panicked, in addition, the media sector leads the rise this year, and institutions also have the need to adjust their positions at the end of the year, and the potential selling pressure is great. Even though the Publication Department and the Game Working Committee spoke out over the weekend to appease the market, and released 105 game versions early this morning, indicating that the management did not want to suppress the game industry, the game sector still fell sharply today.
We mentioned a detail last Friday, that is, after the "Opinion Draft" caused the stock market to dive and the game sector plummeted, the Publishing Administration immediately approved the version numbers of 98 imported online games, indicating that the Publishing Department did not expect such a big reaction from the market.
Let's take a look at the other big news:
Over the weekend, the following picture was widely circulated in the circle, saying that Pelosi bought Nvidia's call options, and the market speculated that the United States would relax the ban on Nvidia, so today's A-share related sectors fell sharply, Cambrian opened with a big dive, once approaching the fall limit, Haiguang Information, Sugon also opened a big dive.
In addition, according to the Financial Associated Press, on December 24, local time, Maersk, the world's second largest liner company, announced on its official website that as of the 24th, the company has received information confirming that the previously announced multinational security initiative "Operation Prosperity Guardian" (OPG) has now been established and deployed in the Red Sea/Gulf of Aden region, and is preparing to resume the east-west route through the Red Sea, and is developing a plan for the first batch of ships to pass as soon as possible under the premise of operational viability.
Affected by this, the container shipping index (European line) futures once plummeted by more than 12%, and the A-share shipping sector also opened sharply, and the subsequent declines narrowed.
Towards the end of the year, the market liquidity is relatively tight, coupled with the closure of Hong Kong stocks and the rest of northbound funds, the volume of A-shares has shrunk sharply to 0.6 trillion today. As of the close, the Shanghai Composite Index rose by 0.14%, the ChiNext Index rose by 0.31%, more than 3,000 stocks in the two cities fell, and 35 stocks fell to the limit. In addition, China's 10-year government bond interest rate weakened, and government bond futures rose sharply, which is estimated to be in anticipation of interest rate cuts.
In terms of industries, national defense and military industry, automobiles, coal, food and beverage, non-ferrous metals and other industries led the rise, while media, comprehensive, real estate, environmental protection, building decoration and other industries led the decline.
After the new energy sector rose sharply last week, it still has a good strength today, although now institutions and retail investors are not optimistic about the new energy sector next year, but everyone is not optimistic about the opportunity. If the fundamentals improve, there will be considerable room for a rebound.
According to the view of the telecommunications group of Soochow Securities, the new installed capacity of large reserves in the United States in November 23 was 431.3MW, a year-on-year increase of 441%/138%; From January to November, the installed capacity was 4.99GW, an increase of 30% year-on-year, and the new installed capacity is expected to be 2351.5MW in December, +725%/+445% year-on-year. In November 23, the cumulative recorded volume reached 31GW, a monthly decrease of 2.7% The price of potassium carbonate in 22 years peaked, stabilized after a rapid decline in 23H1, and the wait-and-see demand for large reserves was released in June and July, ushering in the outbreak of installed capacity. However, affected by the new round of potassium carbonate price reduction and the slow review of the U.S. grid-connected queue, the lag problem still exists, the U.S. large storage capacity returned to normal levels in August and September, the installed capacity declined in October, and the installed capacity returned to normal levels in November, and we expect the U.S. energy storage demand to reach 20+ GWh in 23 years, an increase of 70%+. The expected decline in US interest rates in 24 years and the ITC policy subsidies have pushed energy storage yields upward, and we expect energy storage capacity to reach 35-40GWh, a year-on-year increase of 70%+
Risk Warning:
The stock market is risky, investment needs to be cautious, this article does not constitute investment advice, readers need to think independently