Important News:
First, the central bank intervened to maintain a stable funding surface at the end of the month, and it is expected to reduce the RRR again in the fourth quarter. On August 26, in order to maintain stable liquidity at the end of the month, the central bank launched a 50 billion yuan reverse repurchase operation in the form of interest rate bidding, with an interest rate of 2.20%.
Second, the Ministry of Finance, the Ministry of Industry and Information Technology and other five departments officially approved the demonstration application of fuel cell vehicles in the Shanghai urban agglomeration as the first batch of demonstration city agglomerations. The Shanghai urban agglomeration will fully grasp the opportunity for the development of the national fuel cell vehicle demonstration application, focus on the comprehensive breakthrough of core key component technology, the promotion scale of the whole vehicle, the appropriate advance layout of the hydrogen refueling station, and the increase of the award and supplementary funds, etc., accelerate the release of relevant support policies, actively carry out the demonstration and application of fuel cell vehicles, effectively support the transformation and upgrading of the automobile industry, and build a world-class automobile industry center.
Message interpretation:
January and September are the end of the quarter, although the management will have a stable action, but the capital will still be relatively tight. Combined with the technical aspect itself, there are callback requirements, as well as peripheral risks, individuals judge that the probability of a pullback in September is large. If, in the fourth quarter, the interest rate cut, the September correction will just provide us with a low suction opportunity, relatively more optimistic about the market after the National Day.
Second, hydrogen fuel cells are the ultimate direction for the development of new energy vehicles in the future, and investment is to keep up with the direction of policy. Related leaders: Meijin Energy, Dayang Electromechanical, and Quanchai Power have risen relatively largely, and the company disclosed that hydrogen energy accounts for a small proportion, and it is not easy to chase high. Weichai Power, which is relatively low and already has mass production, can be focused on. August 18 view: "Pullback near 18.2-18.8 is a relatively safe BJ opportunity", August 20 as low as 18.57 yuan, today's high of 20.15, up 8.5% near the pressure, focus on the pressure near the previous high of 21.33.
On the broader market:
The major indexes will repeat themselves, and they will still fall back after rushing higher. There is a lot of pressure near the Shanghai Composite Index 3550, and it is difficult to effectively break through the trend line 3550 pressure if there is no policy favorable, and the probability of a pullback at this position is large. At the same time, we also take into account that the current market is differentiated, there are high and high need to avoid risks, but there are also low levels just started, although the operation is very difficult, but there are more opportunities, you need to grasp the rhythm of rotation.
Plate aspect:
The insurance sector, after the sharp decline of 40% in China's Ping An, launched a buyback favorable, and the oversold rebound is a high probability event, but it is only suitable for grabbing a rebound. First, because the repurchase force is small, and second, because the financial policy environment that benefits the real economy, funds will not do a lot of financial sectors.
New energy, new infrastructure, new materials, etc., these are in line with the policy direction, in line with human progress, in line with the economic development transformation and upgrading of the plate, medium and long-term focus, the relevant leader as long as the emergence of intelligent trading system rise standards, you can decisively start, of course, in case of failure must also be firmly stopped loss. However, you can keep 1 hand on the sidelines and wait until the next time there is a rising standard before BJ.
Cheng Gong Enlightenment:
If you can do it, every fall has nothing to do with us, stop loss in time; every rise is related to us, follow up in time. Will it not make money? But how? Set the rising standards strictly.
