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A股明日风口:11月新能源乘用车零售销量同比增长122.3%

A-share tomorrow tuyere: retail sales of new energy passenger cars increased by 122.3% in November compared with the same period last year.

新浪財經 ·  Dec 8, 2021 19:52

December 8 news, the industry is good dense introduction, there are 8 plates are expected to become A-share tuyere tomorrow.

  1. As the cost of raw materials rises, Wangwang confirms that the price of the product will be raised.

On December 8, in response to the price increases of products mentioned in several research newspapers, Wangwang confirmed that there were indeed plans for price increases, because the price increases of all kinds of raw materials have become increasingly obvious since the beginning of this year, which has brought cost pressure.

Positive plate: food

Related concept stocks: Haitian Flavor Industry, Golden Dragon Fish, Pian Tsai Shu, Yili shares, Shuanghui Development

  2. Report: the size of carbon neutralization-related market is expected to reach 15 trillion yuan in 2050.

The 2021 Blue Book on the Ecological Development of Innovation and Entrepreneurship in China, released at the opening of the 2021 China Super Creator month on the 7th, shows that China's zero-carbon energy transformation will create a huge investment market in seven areas. including renewable resource utilization, energy efficiency, end-consumption electrification, zero-carbon power generation technology, energy storage, hydrogen energy and digitization. By 2050, the market size of these seven sectors will reach nearly 15 trillion yuan that year and contribute 80 per cent of China's cumulative emission reductions to zero carbon emissions.

Positive plate: carbon neutralization

Related concept stocks: Xintian Green Energy, Shenzhen Energy, Hubei Energy, South Grid Energy, long Source Power

  3. 20 new confirmed cases in Manzhouli, Inner Mongolia

This afternoon, the COVID-19 epidemic Prevention and Control headquarters in Manzhouli City, Inner Mongolia held a press conference to introduce the epidemic prevention and control work. It was reported at the meeting that from 00 to 14:00 on December 8, 20 new confirmed cases were found in Manzhouli City, Inner Mongolia. Up to now, a total of 461 confirmed cases of COVID-19 have been reported in Manzhouli.

Positive plate: prevention and control of novel coronavirus

Related concept stocks: Mindray Medical, Zhifei Biology, Shanghai Fosun Pharmaceutical, Watson Biology, Lepu Medical

  4. Passenger Association: retail sales of new energy passenger cars reached 378000 in November, an increase of 122.3% over the same period last year.

According to the data released by the Federation of passengers on December 8, retail sales of new energy passenger vehicles reached 378000 in November, up 122.3% from a year earlier and 19.8% from a month earlier. Retail sales in the passenger car market reached 1.816 million in November, down 12.7% from a year earlier, down 6% from November 2019, overall not strong.

Positive plate: new energy vehicles

Related concept stocks: BYD, Great Wall Motor, SAIC, Guangzhou Automobile Group, Chang'an Automobile

  5. The offshore RMB against the US dollar hit a new high since May 2018.

The offshore renminbi rose above 6.35 against the dollar on December 8th for the first time since May 2018 and is now trading at 6.3480.

Positive sector: benefit from RMB appreciation

Related concept stocks: Industrial and Commercial Bank of China, Bank of China Ltd., China exemption, Baosteel, Air China Limited

  6. Chinese express delivery has entered the "era of hundreds of billions of pieces".

According to real-time monitoring data, the volume of express delivery in China has reached 100 billion in 2021, marking the development of China's postal express industry to a new level, according to a message released by the State Post Bureau on December 8.

Positive plate: express logistics

Related concept stocks: SF Holdings, China International Marine Containers, Yunda shares, Yuantong Express, Shentong Express

  7. The blockbuster plan is about to be announced, and there is new news about genetically modified crops.

According to the official website of the Ministry of Rural Agriculture, the Ministry of Agriculture and Village recently announced a circular issued by the Office of the National crop Variety approval Committee on the national standards for the examination and approval of genetically modified soybeans and corn varieties (draft for soliciting opinions). It is proposed to be issued and implemented after the revision of the measures for the examination and approval of Major crop varieties has been completed. The deadline for feedback is December 12, 2021.

Positive plate: transgenic

Related concept stocks: Dabei Nong, Longping Hi-Tech, Xin'an Co., Ltd., Denghai Seeds Industry, Tsuen Yin Hi-Tech

  8. The production reduction of huge gas fields in Norway aggravates the "gas shortage", and the price of natural gas in Europe soars further.

Gas prices in Europe rose further on December 8th, with production curbed by faults in one of the region's largest gas fields. Gassco AS, the pipeline network operator, said Norway's gas output was expected to fall by nearly 13 per cent after an unexpected outage at the Troll field. The price of natural gas in the Netherlands, the European benchmark, has risen by as much as 9.6% in recent months, to more than 105 euros per megawatt hour.

Favorable plate: natural gas

Related concept stocks: new Celestial Green Energy, New Austria Co., Ltd., Guanghui Energy, Shenzhen Energy, Shenzhen Gas

The translation is provided by third-party software.


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