Development and Reform Commission: Pay close attention to the implementation plan of peak carbon dioxide emission in power, steel and building materials industries.
The National Development and Reform Commission is speeding up the formulation of top-level design documents for peak carbon dioxide emissions and carbon neutrality, and seriously studying policies and measures for peak carbon dioxide emissions and carbon neutrality in various industries and fields.
Source: 2 1 Century Business Herald
Development and Reform Commission: Support private enterprises to actively invest in new energy and large-capacity energy storage facilities.
1On the morning of August 5th, the National Development and Reform Commission held a press conference in May. Jin Xiandong, director and spokesperson of the Political Research Office of the National Development and Reform Commission, proposed to support private enterprises to be demand-oriented, actively invest in the construction of centralized or distributed new energy and large-capacity energy storage facilities, and carry out the construction of demonstration projects of "integration of scenery, water, fire and storage" and "integration of source, network and storage". Through large-scale commercialization, the key technical performance will be greatly improved and the cost will be greatly reduced.
Source: Interface News
Three associations, including the Mutual Gold Association, announced that they should guard against the speculative risk of virtual currency transactions.
China Internet Finance Association, China Banking Association and China Payment and Clearing Association jointly announced the following related matters: financial institutions, payment institutions and other member units should earnestly enhance their social responsibilities, and they should not use virtual currency to price products and services, underwrite insurance business related to virtual currency or include virtual currency in the scope of insurance liability, and should not directly or indirectly provide customers with other services related to virtual currency.
Source: CCTV news client
The official announcement: the timetable has been set! China's space station is scheduled to be completed within two years.
According to China's space station construction plan, a space station will be built within two years, with the core module as the control center and the candlestick and dream experimental module as the main experimental platforms, which will be cared for all the year round. Within two years, each module will "build blocks" in orbit to form the China Space Station.
Source: CCTV News
The research report released by Standard Chartered Bank predicts that China needs to invest10 billion yuan for decarbonization before 2060.
When the global research team of Standard Chartered Bank released the special report "The Road to Decarburization with Challenges" on June 5438+08, it indicated that in order to achieve the goal of carbon neutrality, China needs to invest as much as 127 trillion to 192 trillion RMB in the process of decarbonization before 2060, which is equivalent to an average annual investment of 3.2 trillion to 4.8 trillion RMB.
Source: China News Network
? (investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Pay attention to market hotspots
Market comment: The index shrinks and rebounds, and it still needs consolidation in the short term.
On Tuesday, the indexes of the two cities fluctuated and rebounded, and the total market turnover decreased significantly compared with the previous trading day. Specifically, the Shanghai Composite Index rose 0.32% to close at 3529.438+0 points; The Shenzhen Component Index fell 0.04% to close at 14450.6; Growth enterprise market fell 0.73% to close at 3090. 12.
On the face of it, medical beauty concept stocks, oil service concept stocks and carbon neutral concept stocks were active, with the highest gains, while pharmaceutical stocks were relatively weak. From the trend point of view, the 3530-3550 points of the Shanghai Composite Index are pre-chip-intensive areas, so it is necessary to enlarge the trading volume and fully change hands to have a chance to break through. It is expected that the short-term index will still be dominated by shock consolidation.
In operation, the stock level is picking up, there are many hot topics, and the rotation between theme plates is fast. It is not recommended to chase up blindly. In terms of opportunities, there is no clear main line in the market at present. In the short term, it still revolves around the chip game of digital energy concept stocks, food and beverage stocks, medical beauty concept stocks, digital currency concept stocks, Huawei auto concept stocks and vaccine concept stocks. The mid-line suggests focusing on the resource cycle unit.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro perspective: Han Zheng: Continue to strengthen the prevention and control of water pollution and vigorously promote the work of de-capacity in key industries.
According to Xinhua News Agency, Han Zheng, Vice Premier of the State Council of the People's Republic of China, People's Republic of China (PRC) hosted a symposium at china environmental science Research Institute on June 5438+08. Han Zheng stressed that it is necessary to continue to strengthen the prevention and control of water pollution, effectively ensure the safety of residents' drinking water, continue to carry out remediation of black and odorous water bodies in urban and rural areas, and strive to improve the water quality of major rivers. It is necessary to do a good job in water ecological restoration in the Yangtze River basin, strengthen biodiversity protection, and further promote the great protection of the Yangtze River Economic Belt. It is necessary to solidly promote the ecological protection and high-quality development of the Yellow River Basin, adhere to overall protection and systematic management, and implement the requirements of protecting the ecological environment in the planning and construction of the follow-up project of the South-to-North Water Transfer Project.
Han Zheng pointed out that strengthening the prevention and control of air pollution should focus on key points and enhance people's sense of gain. We should continue to carry out air pollution control in key areas such as Beijing-Tianjin-Hebei and surrounding areas, Wei Fen Plain, and consolidate and expand the achievements of the blue sky defense war. We must continue to vigorously promote the work of de-capacity in key industries, strictly control projects with high energy consumption and high emissions, and reduce pollutant emissions. Efforts will be made to solve the outstanding ecological and environmental problems around the masses, strengthen the coordinated control of fine particles and ozone, and ensure the continuous improvement of air quality.
Source: Interface News
Comments: The theme of environmental protection and carbon neutrality was the mainstream hot spot in the market in March. This time, Han Zheng, Vice Premier of the State Council of the People's Republic of China once again proposed to continue to vigorously promote the work of de-capacity in key industries, strictly control high-energy and high-emission projects, and reduce pollutant emissions, which is expected to bring short-term active opportunities to stocks in the theme sectors of environmental protection and carbon neutrality. However, the trend of most stocks in this sector has obviously weakened, and it is not recommended to participate in heavy positions.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Food and beverage industry: continuously verify the improvement of performance and pay attention to the core leader under the accelerated improvement of concentration
Affected by the low base in the same period last year, the growth rate of revenue and profit of the food and beverage sector 202 1Q 1 was significantly accelerated compared with the same period. Q 1 food and beverage revenue was 248 billion yuan, up 24% year-on-year, up 7.8pct compared with Q 1 20/9; The net profit attributable to shareholders was 56,543.8+0.4 billion yuan, up 26.9% year-on-year, 2.54 percentage points higher than that of 2065,438+09q1,and the overall improvement was obvious.
Source: Guo Xin Securities Research Report.
Comments: The epidemic has cleared up the backward production capacity of the industry, and the influence of import control of foreign brands has also provided room for domestic brands to expand, and the industry concentration has accelerated. We suggest paying attention to the investment opportunities after the correction of leading stock prices with high barriers and high certainty. It is suggested to pay attention to the leading enterprises of high-end liquor, dairy products, condiments, quick-frozen and snack foods.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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