Either the east wind overwhelms the west wind, or the west wind overwhelms the east wind, there are more important news inside and outside the market today, mainly Biden, who is mainly in his old age, has held back bad water for more than three years, and has offered retaliatory punitive tariffs to many industries in China, especially the 100% tariff collection of new energy vehicles. The domestic news is mainly in real estate, and the information that the local government has taken over some real estate projects to public rental housing is about to be cashed out, once again verifying a unique Chinese law, rumors, and distant prophecies. Technically, the market has a certain loss effect today, but the overall retracement belongs to the healthy category
Real estate is good again, before repeatedly beating the side drum, but no one has been picking a sledgehammer, around the delivery of buildings, relax sales restrictions, reduce LPR, white list, etc., all the policies are still aimed at saving enterprises and stimulating consumer consumption. But it is obvious that after the thunderstorm of top students like Vanke, the real estate problem is no longer the problem of a few companies. The core is: how to digest excess capacity, there must be a undertaking plate to finally have a soft landing! Counting on potential buying from the market itself is out of reach. According to today's real estate news, the relevant departments are considering a plan to allow local governments across the country to buy unsold housing stock. The scheme may allow banks to lend money. The real estate industry has experienced a round of super shocks and deep depression, and the current competition pattern is very clear, dominated by central enterprises + local state-owned enterprises, and some of them standardize the operation of private enterprises. Therefore, the largest central enterprise company represented by China Merchants Shekou is taking the lead today. Although it is not an official version, the detective balloon has a lot of attributes. Since the policy is directly aimed at the lifeline of the real estate industry, the contraction of supply and the reduction of production capacity are undoubtedly heavyweight positives. The real estate industry will usher in a local moderate recovery rebound in the long-term downward cycle in the future. Continue to pay close attention to industrial chain companies such as Rabbit Baby and Beijing New Building Materials, and the elasticity of related varieties is better, and the logic of real estate recovery is more certain
A big negative between China and the United States, this sunset, is the Biden version of the tariffs, different from Trump's indiscriminate shooting, Biden's old thief is very chicken thief, targeted, and has China's advanced production capacity, such as new energy vehicles, photovoltaics, lithium batteries, semiconductors, etc. (you read that right, the United States actually blacked out on Chinese semiconductors); There are so-called protections for industrial workers in the United States, steel, aluminum; There is also the decoupling of the health sector, such as ventilators, respirators, gloves, masks, etc. Among them, the penalty tariff is 100% for electric vehicles, 50% for semiconductors and solar cells, and 25% for others. The old thief is also a little clever and has set the execution schedule for 2024-2024. Unfortunately, since the start of the trade war in 2018, the total volume and volume of China's foreign exports are getting bigger and bigger, that is, new energy vehicles, can China have direct export data to the United States? Bah! In history, the first large-scale trade war was caused by Britain leading a group of colonies to put pressure on the emerging United States. The United States is now an American imperialist, and it does the same, but does it really work? You can only make your inflation a little more out of control. No, this week, Putin braved the smoke of this round of trade war to visit China, and it is time to discuss together to continue to promote trade de-beautification in the BRICS countries, throw some US bonds, and hoard some gold
Gold is running strongly at high levels, and metals such as copper are not doing badly, with copper up 20% so far in early January. In the past few years, the global copper inventory has been maintained below 50 due to the continued weak operation of the economy. On the one hand, demand is still weak, which is fine, and on the other hand, supply may contract much more than expected. Since the Russian-Ukrainian war, there have been many events in the history of world finance that have not been recorded in textbooks, such as the US economy from a hard landing, a soft landing to a non-landing, such as gold, the dollar, and U.S. bonds to destroy the impossible triangle, and the simultaneous strengthening, such as coal, aluminum, and oil in the case of little change in the global total supply, the stock price rocket has risen into the sky, and the investment thinking brought by it is also very anti-common sense. Resource stock investment is not in the circle of personal ability, everyone understands long live, but the relevant mismatch and potential price performance, can be pointed out to everyone, and those who can participate
Every year 0515, is the National Investor Protection Publicity Day, this is a festival that is not high unless it is in the financial circle, and it is a festival with a low sense of existence. Since the new chairman of the China Securities Regulatory Commission took office, he has focused on cracking down on illegal activities such as fraudulent issuance, financial fraud, appropriation of guarantees, and illegal shareholding reduction. In May, some companies outside the regular delisting rules have begun to wear stars and hats, and what most retail investors do not understand is the false statement of the occupation guarantee. After ST, the stock price fell from 7.99 to 2.93; Huijin shares suffered administrative penalties with caps, and the stock price fell from 7.25 to 3.02....... The nine articles of the new country are beneficial to the country and the people, but they are not good for gamblers and blind people. Times have changed, so protect yourself
Finally, we end with a piece of data in the pharmaceutical industry, with the weakening of the marginal impact of anti-corruption, low inventory of APIs, innovative drugs going overseas and biosynthesis to boost the expectation of improving pharmaceutical profits, the profit growth rate of the pharmaceutical industry has gradually tended to be attributed to 0 growth rate from -15% in the first quarter of last year, and its product inventory has fallen below the level before 2020. Conclusion? You need to experience it for yourself. Remember that the bottom is not bad, and the bottom is patient and lurking