Virtual power plant plate rose sharply! There are two great forces to do more, this trillion-dollar living water.

This morning, A-shares gapped lower, and the Shanghai Composite Index once fell more than 2%, then the three major indexes rose. As of the close of the morning session, the Shanghai Composite Index fell 1.03%, the Shenzhen Component Index fell 1.05%, and the Growth Enterprise Market Index fell1.65,438+02%. The net outflow of northbound funds was 5.778 billion yuan.

On the disk, the virtual power plant plate was active, and the Chinese prefix stock and tourism consumption chain continued to rise, driving the index to rebound. In addition, due to negative reduction, Wuxi PharmaTech fell.

Why does the gap open lower?

There are the following views on the reasons for the sharp decline of A shares this morning:

1, banks, brokers and other sectors that performed well last Friday became the main force of the market crash this morning. It may be that after RRR cut interest rates, short-term game funds took profits.

2. There was a big outflow of funds from the north this morning. Kweichow Moutai fell more than 4% in intraday trading, and the weak trend of white horse stocks suppressed the index.

3. The market may encounter the "Monday curse". Last Monday, A shares just gapped lower. Under the pattern of stock game, the news of the weekend will affect the market trend in the short term. However, the market rose sharply last Monday afternoon and recovered most of the lost ground.

4. World Cup broke out one after another on weekends. Depressed fans or investors who lost money by buying lottery tickets smashed the market as soon as it opened today, releasing their emotions. Obviously, this statement makes no sense.

In the above explanation, many investors believe that the repeated trend of the market is caused by the stock game. However, the market ignores a big positive, and a trillion-dollar long-term increment is ready to go. Today, the Y share of individual pension funds is open for subscription and regular fixed investment business. Investors can open individual pension accounts and subscribe for pension target funds through various consignment and direct selling institutions. This means that Public Offering of Fund's personal pension business has officially entered the substantive operation stage. Many institutions predict that the personal pension system will help to introduce trillions of long-term stable allocation of funds into the capital market and help the domestic capital market to form a long-term slow cattle pattern.

CITIC Securities believes that it is expected that with the optimization of relevant policies and the implementation of the "Sixteen Articles" and other stable growth policies in real estate, a new stable state of economic recovery will gradually take shape. The gradual approach of the new stable state will lay a solid foundation for the medium-term economic recovery. The establishment of the inflection point of the US dollar interest rate hike rhythm and the centralized introduction of domestic monetary policy will provide support for the repair of A-share valuation.

The strength of doing two things and doing more is revealed.

This morning, the "China" prefix stocks continued to strengthen and became an important force for hedging short positions. PetroChina Capital, China Publishing, China Kechuan and other stocks daily limit.

Citic Securities said that under the background of industrial structure transformation and upgrading, state-owned enterprises, as central enterprises that play a "ballast stone" role in China's steady economic growth, will have advantages in profit distribution, thus promoting the achievement of relevant listed companies. From the analysis of the current market situation, perhaps investors favor "low-priced assets" is the real reason for the rise of Chinese prefix stocks. Whether it is the previous innovation, medicine, or recent real estate, architecture and other directions, its valuation cost performance is in line with the characteristics of "low".

Hotel catering, scenic tourism, airport shipping and other tourism consumption chains are another long-term force. Huatian Hotel daily limit, Junting Hotel, Jinling Hotel, Zhongxin Tourism, Spring Airlines and other stocks also rose significantly.

The virtual power plant sector rose sharply.

This morning, the virtual power plant sector was active, with stocks such as Hangdian Thermal Power and Jinzhi Technology trading daily.

165438+1On October 25th, the General Department of the National Energy Administration issued the Basic Rules for the Spot Market of Electricity (Draft for Comment), clearly stating that the main tasks of the construction of the spot market of electricity in the near future include "promoting the participation of emerging market entities such as energy storage, distributed generation, load aggregators, virtual power plants and new energy microgrids". Open source securities said that virtual power plants are an important part of the national unified electricity market and are expected to benefit from policy catalysis to accelerate commercialization.