*I do not have the qualifications to engage in securities, and the stocks involved in this article are only for learning and exchange purposes, and have no recommended meaning. The actions discussed are personal acts only and have no recommended meaning. The stock market is risky, and you need to be cautious when investing!
Finally it's here. Where people's livelihood is involved, people's livelihood is the first criterion.
Simply put, this gathering will be divided into two groups of AB, Group A can be simply understood as a large enterprise, and Group B is a small enterprise. The price reduction in the bidding process is the dominant factor, and the specific score is 60% of the price competition and 40% of the technical evaluation score.
One thing to note is that there is a more important difference between Chinese medicine and Western medicine is that there are more OTC in Chinese medicine, such as tablets, and it is still a patented drug. So it is still necessary to pay attention to the distinction, if the manslaughter is profitable in the short term.
Even so, the impact on the profitability of most important companies is self-evident, but from the perspective of stock prices, funds should be prepared for this, or sooner or later, this step will come.
---------------------------------
When it comes to people's livelihood, the matter of power rationing is boiling over. There are views that the starting point of power curtailment is carbon neutrality, and there are views that the starting point is to consider imports and exports, but I think they are not. Carbon neutrality is a long-term and sustainable goal, and the current power rationing method is obviously unsustainable and is not conducive to overall development, pass. There is also the point of view from the perspective of import and export, it is also unreasonable, the reason is that the scope and standard of power curtailment are based on the consumption of electricity in provinces, and are not aimed at the industry. Some industries are not related to imports and exports, so pass.
So I think the reason is that the price of coal is too high, the price of electricity is restricted, and it is difficult for power generation companies to sustain. Then there is the low coal reserves, and at this stage, the power ration will be carried out first to ensure the livelihood of the people in winter, and then the mining work will be stepped up during this period.
----------------------------------
Speaking of electricity prices, at present, the degree of marketization of our electricity prices is not enough, which affects the development of new energy power generation and energy storage. The cost of photovoltaic and wind power supporting energy storage is not low, and the current power generation, distribution, electricity sales and other links are independent and separate, so this part of the cost is not willing to bear alone. However, supporting energy storage is beneficial to the whole, and the development has entered an impasse. But we can fully believe that in the near future, the state will take the lead and share the cost reasonably. If you wait until this day, the least developed energy storage link is the biggest beneficiary.
On Friday, Haitian Flavor Industry rose and stopped, according to rumors that the price of series products should be increased, the company responded without giving a clear plan, but said that it would comprehensively consider the current cost of material transportation and so on. Personally, I feel like there's a lot of room for price increases. In addition, The new chairman of Moutai, Ding Xiongjun, officially took office and delivered a speech, the most memorable of which is that Moutai is still a commodity after all, which must conform to the laws of the market. Market expectations are rising again.
If you are interested in more stock operations, you can pay attention to a green label platform, and the whole network has the same name~