Digging in the plate individual stock opportunities in the submerged dragon do not use when, after seeing the dragon in the field of the test plate and or leap in the abyss of the start, until the flying dragon in the sky of the clear license to start, as well as hyper dragon before the departure of the field, this is our pursuit, and has always been tending to close. It's hard, but that's no reason to give up!
Investment quote: experience shows that the market itself will speak, the market is always right, anyone who belittles the ability of the market, will eventually lose! --[U.S.] William O'Neil
disk overview: the market continues to rebound, the core assets + fund heavy moderate rebound, short-term attention to the punch high fall Carbon in the and then continue to lead the disk, the plate, although there is a differentiation, but the differentiation, and there is a new replacement, and the next will be into the logic of the deep excavation, so the Environmental protection plate of low varieties are expected to be active in turn. The medical plate appeared to stop the tide, relaying yesterday's leading high transfer plate, up sharp are to pay attention to cash reduction. The new + science and technology plate after the overshoot began to get the market funds to dig, many stocks are waist after the start, so the short term will have continuity, in addition to the absolute popularity of the leading South Network Energy, Shun Bo alloy, the other attention to pull the rush to cash in on the profits, slow a beat are easy to spit back. The concept of rising prices again return, coal, steel, paper, brewing, chemicals are active in turn, short-term in the quarterly performance expectations, will continue to be strong. The brokerage today's disk is again abnormal, but subject to the volume of energy, the disk of the sharp pull can be reduced to do t, the plate continues to rotate is the next norm, can not chase up. The 14th Five-Year Plan, the rotation between the plate began to active, so try to do a good job in advance of the layout of the low varieties, waiting for the fermentation of the policy to start, and then cashing in on the profits, will be the next norm. Important news: Central Bank: at the end of February, the payment institutions provision for nearly 2 trillion yuan, an increase of 7.75%. The Ministry of Commerce (MOFCOM): it will continue to promote the revision of the negative list for foreign investment access. Ministry of Finance: stamp duty increased 65.5% year-on-year in January-February. Ministry of Transportation and Communications (MOTC): it will organize and implement pilot projects for pilot applications of frontier technologies such as autonomous driving and intelligent shipping. The Association of Traders: Encourage enterprises to issue carbon-neutral bonds and green asset-backed notes. Huawei signed a strategic cooperation agreement with Guangdong Energy Group Co. Shenzhen's strict investigation of operating loan violations into the property market and then increase the code, will not be regularly informed of the typical problems found. The State Internet Information Office and the Ministry of Public Security interviewed 11 companies Hainan Securities Regulatory Bureau: support Hainan to set up all kinds of trading venues in accordance with the law. Industry good: Epoxy propane prices continue to rise to record highs, the market is expected to continue to run high and strong Supply side, the Saudi Arabia Sumitomo devices continue to overhaul the state of the U.S. cold snap force majeure impact still exists, imports of cyclopropylene is expected to remain low, the domestic side of the new device is difficult to stabilize the production. Production, coupled with Shandong Xinyue, Shida Shenghua overhaul program to cash, is expected to narrowly shrink the supply of propylene oxide this week compared with last week. Demand, downstream polyether and other industries just need to support, foreign polyether and other raw materials shortage is difficult to alleviate the situation for the time being, so the downstream export orders are still good, giving propylene oxide demand support. From a comprehensive point of view, propylene oxide hit a new high in the short term after a new high is still easy to rise and hard to fall, the overall look forward to the continuation of the high and strong operation. Hongbao Li (002165) is mainly engaged in the production and operation of the combination of hard foam polyether, isopropanolamine and propylene oxide, propylene oxide project has been in full production capacity. Binhua shares (601678) the company's propylene oxide design capacity of 280,000 tons / year. The first smart pole normative documents released and implemented, lighting up the trillion-dollar market Smart pole is an indispensable part of the construction of smart cities. Smart pole is not equal to a simple "multi-pole", it is more like a platform solution, but also the future development of the smart city "capillary". According to authoritative institutions, by 2025, China's smart pole as the entrance to a variety of hardware and services market size will reach 3.7 trillion yuan, accounting for 20% of the total market size of the smart city. Hua body science and technology (603679) and electronic science and technology university set up "smart city joint laboratory", to carry out the development of new scene application of smart light pole, focusing on the investment of artificial intelligence, image recognition, machine vision, AIOT and other technical fields, research and development of urban smart parking system, smart city management image recognition system. Chau Ming Technology (300232) intelligent light pole has landed in Shenzhen, can set LED intelligent dimming, video playback, 5G signal base station, environmental monitoring, security monitoring, new energy vehicle charging and other functions in one. Southern Power Grid to promote new energy access, energy Internet construction or accelerate Photovoltaic, wind power and other new energy power of random volatility. Tianfeng Securities Guo Lili that the energy Internet can enhance the "source, network, load, storage" elements of the interlinkage, improve the intelligent scheduling capacity of the grid, and then drive the new energy consumption capacity. Under the background of high growth of new energy, the construction of energy Internet is expected to accelerate. HengHua Technology (300365) has a series of BIM products in the field of clean energy design and management; XuJi Electric (000400) is a leading service provider of integrated solutions for power grid information and intelligence. Inner Mongolia energy consumption dual-control calcium carbide prices soared, favorable PVC integration enterprises At this stage, calcium carbide manufacturers by the policy impact of low start-up, the market supply is limited, the downstream manufacturers active procurement, began a new round of upward adjustment. At present, the Inner Mongolia region in the production of calcium carbide enterprises with a total capacity of about 11.78 million tons, accounting for 35.7% of the country's effective working capacity, according to Zhuochuang information incomplete statistics, Inner Mongolia region due to the energy consumption of dual-control stopping, early maintenance or production restrictions on power companies involved in the loss of calcium carbide of about 4,200 tons per day, accounting for about 5.3% of the country's total output. 84.1% of the downstream of calcium carbide is used in the production of PVC, the reduction in the supply of calcium carbide, superimposed on the high level of PVC start-up, further amplifying the supply gap of calcium carbide, exacerbating the situation of tense supply and demand of calcium carbide. From September 2020, China put forward "carbon neutral" related goals, Inner Mongolia has begun to take the lead in the introduction of dual-control measures, as China's coal energy supply province, Inner Mongolia, the introduction of dual-control of energy consumption will play an obvious demonstration role. Energy-consuming industries will face strict audits, new controls, stock optimization, the industry is expected to gradually form a policy "barriers". This will lead to outsourcing of calcium carbide method of enterprise cost rise significantly, favoring the domestic non-negotiable area of calcium carbide - PVC integration leading enterprises. Beiyuan Group (601568) existing 500,000 tons of calcium carbide production capacity, 1.1 million tons of PVC production capacity, 800,000 tons of caustic soda production capacity, and 2.2 million tons of industrial waste reuse cement production unit. Zhongtai Chemical (002092) has a capacity of 2.38 million tons of calcium carbide and 1.83 million tons of PVC. Individual stock announcement: Shunfeng Holdings (002352) Express logistics business operating income in February increased by 22.21% year-on-year. The four sides of the shares (601126) 2020 net profit rose 83% year-on-year, proposed 10 to send 9.8 yuan. Aoyuan Meigu: proposed 697 million yuan to acquire 55% stake in Liantianmei Hongda Explosion (002683) proposed 690 million yuan to acquire 46.1746% of the equity of Ji'an Chemical. Air China (601111) intends to purchase 18 Airbus A320NEO series aircraft. Lightspeed Technology (002625) Shunde industrial base project formally put into production, with an annual output of 40,000 kilograms of metamaterials products. Zhejiang Pharmaceuticals (600216) increased the capital and shares of its subsidiary, New Code Bio, and introduced Eli Lilly and other strategic investors. China CDFG (601888) grandchildren to invest 3.69 billion yuan for the Sanya International Duty Free City Phase I No. 2 project. Industrial Fulian (601138) intends to acquire Hon Hai Precision's U.S. subsidiary for $77.63 million to expand local manufacturing capacity in the United States. Ciwen Media (002343) signed a strategic cooperation agreement with Migu. Jinli Yongmagnet (300748) annual profit distribution program for 10 to 6 shares of $ 2. Pinggao Electric won the bid of 1.458 billion yuan national grid project Centaline Environmental Protection (000544) consortium won the bid of 1.034 billion yuan Anyang County ecological corridor PPP project New stock subscription: Sham Shui Po Haina: subscription code 300961, the issue price of $8.48 / shares, the issue of P/E ratio of 15.86 times. Xiangyu medical: subscription code 787626, the issue price of 28.82 yuan / shares, the issue of P/E ratio of 45.15 times. Tuoer bond: subscription code 370229, rating AA-, conversion value of 96.19. Sinosteel bond: subscription code 070928, rating AA+, conversion value of 98.51. Selected research reports: Carbon Neutral is the world development trend: China has proposed a carbon peak carbon and a carbon footprint, which is the first time in the world that the carbon neutralization of the world's carbon market has been achieved. p> China has put forward the "30-60 goal" of carbon peaking and carbon neutrality, around which a series of support policies and industrial planning will be introduced. Most of the countries in the world have achieved carbon peak before proposing carbon neutrality, but China is still in the middle and late stages of industrialization and urbanization, and energy demand is still in a period of growth, so there is a long way to go to achieve the goal of carbon peak and carbon neutrality. The carbon market is an economic guarantee to promote carbon neutrality: the carbon emissions trading system (ETS) is a market-based energy saving and emission reduction policy tool, and a reasonable policy can provide the most certain and cost-effective solution to realize carbon neutrality. Overseas countries have formed five relatively mature and diversified carbon emissions trading systems. In China, on February 1, 2021, a unified national carbon trading market will be officially opened on the basis of the pilot market, CDM and CCER. Impact of EU carbon trading on the energy industry: Since the implementation of the EU ETS, the overall carbon emissions of the EU have dropped significantly, with a 20% drop in carbon emissions in 2019 compared to 2005; among them, carbon emissions from the power and heat sector, manufacturing industry and construction industry have dropped significantly. As of the end of 2019, the proportion of clean energy power generation in the EU will be nearly 60%, and renewable energies such as wind power, photovoltaic energy and biomass energy will be developing rapidly. Since new energy vehicles are not yet popularized, the carbon emissions from the transportation sector have not decreased significantly. The EU has developed a package of energy and climate policies for 2030 and is implementing a "Green Deal for Europe" to support the goal of climate neutrality by 2050. Market impact of EU carbon trading: The introduction of the EU ETS has had an impact on product markets, industry competitiveness, corporate performance, and capital markets. For commodity markets, the price of carbon will fluctuate in the same direction as the price of the relevant products, and the price of EUA as a cost may be passed on to industries such as electricity, steel, cement, oil refining, and so on, triggering a corresponding increase in the price of the products. For industry competitiveness, carbon price may affect the short-term and long-term competitiveness of the relevant industries. In terms of corporate performance, carbon price may affect corporate performance through the sale of excessive carbon emission allowances, increase in corporate carbon costs, or increase in product prices as a result of cost shifting. For the capital market reaction, the capital market reaction is related to the carbon price change, which as a cost affects the cash flow of the enterprise and indirectly affects the performance of the enterprise. Risk Tips: 1) The implementation of carbon neutral and related policies is not as expected, which will have a negative impact on the promotion of clean energy; 2) The economic advantages of clean energy are not obvious, which will lead to the promotion of clean energy is not as expected; 3) The rapid progress of CCUS technology may slow down the decline of traditional energy sources, which will have an impact on the development of new energy sources; 4) The development of new energy technologies is fast, and the emergence of new technologies often replaces the old ones, which will have an impact on the related technologies. This is only a summary of personal learning, and should not be used as a basis for operation, according to which the operation is at your own risk!