Market comments: northbound capital inflows, short-term market bargain-hunting.

Xiong'an new area has entered the stage of large-scale construction.

The National Development and Reform Commission of China held a press conference today (April 19) to introduce that the policy planning system has been basically established since the establishment of xiong'an new area four years ago, and it has now entered the stage of large-scale construction.

In terms of key construction projects, we will promote the construction of more than 20 major projects such as municipal infrastructure and ecological engineering 120. Xiong Jing Intercity was officially opened at the end of last year, and a number of projects such as Xiong Jing Commercial High-speed Railway and Xiong Jing expressway were accelerated.

In the aspect of ecological environment management, the control and protection of Baiyangdian ecological environment have been strengthened, and the "14th Five-Year Plan" and "20021Action Plan" have been formulated.

Source: CCTV (news broadcast)

Central Bank: High-level planning of financial technology development and supervision, and the introduction of a new stage of development planning.

20021April 19, the People's Bank of China held a video conference on scientific and technological work in 20021year. The meeting fully implemented the spirit of the Fifth Plenary Session of the 19th CPC Central Committee and the Central Economic Work Conference, implemented the work conference arrangement of the People's Bank of China, summarized the scientific and technological work since 2020, analyzed the situation and challenges faced, and deployed the key work for 20021year. Fan Yifei, member of Party Committee and Deputy Governor of People's Bank of China attended the meeting and delivered a speech.

Source: Central Bank website

National Energy Administration: Wind power and photovoltaic power generation will account for 1 1% of the total electricity consumption this year.

After several rounds of soliciting opinions, the new regulations for wind power and photovoltaic power generation construction of the National Energy Administration have finally been promulgated. On April 19, the National Energy Administration officially announced the Notice on the Development and Construction of Wind Power and Photovoltaic Power Generation in 20021(Draft for Comment). According to the notice, in 20021year, the proportion of wind power and photovoltaic power generation in the whole society will reach 1 1%, and then it will increase year by year, and it will reach about 16.5% in 2025.

Source: 2 1 Century Business Herald

Ministry of Science and Technology: Carbon neutralization of peak carbon dioxide emissions will give birth to a series of innovations.

Wang Zhigang, Minister of Science and Technology, said recently that science and technology are the key to ensure the simultaneous realization of the two, and the carbon neutralization of the peak carbon dioxide emissions will test and promote a series of scientific conclusions, scientific methods and technological innovations.

Source: Xinhua News Agency

Guangzhou Futures Exchange officially launched carbon futures research and development is under way.

Wang Zhigang, Minister of Science and Technology, said recently that science and technology are the key to ensure the simultaneous realization of the two, and the carbon neutralization of the peak carbon dioxide emissions will test and promote a series of scientific conclusions, scientific methods and technological innovations. Wang Zhigang said that in the future, it is necessary to systematically design the system structure of carbon neutral technology innovation at the peak of carbon dioxide emissions, and form a blueprint for scientific and technological support and "four beams and eight pillars" to lead the carbon neutral at the peak of carbon dioxide emissions; It is necessary to adhere to the problem orientation under the goal orientation, do a good job in the analysis of scientific and technological needs, and clarify the ideas and key points of scientific and technological innovation. In addition, we must vigorously cultivate young scientific and technological talents to provide sustainable talent protection and support for achieving the goal of carbon neutrality in the next 40 years.

Source: China Times

(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)

Pay attention to market hotspots

Market comments: northbound capital inflows, short-term market bargain-hunting.

On Monday, the market index of the two cities fluctuated and rebounded, and the total market turnover was enlarged compared with the previous trading day. Specifically, the Shanghai Composite Index closed up 1.49% at 3,477.55 points; The Shenzhen Component Index rose 2.89% to close at 14 1 17.8. Growth enterprise market rose 4.00% to close at 2898.73 points.

On the disk, unmanned concept stocks, lithium battery concept stocks and apple concept stocks were active, with the highest gains, while medical beauty concept stocks and second child concept stocks were divided. From the trend point of view, the index turnover is high, and the capital flows into the north on a large scale. It is expected that the short-term market will remain strong. From the mid-line dimension, the market has entered a new rising cycle.

In operation, it is recommended to increase positions on dips, and theme stocks are expected to remain active this week. In terms of opportunities, pay attention to the short-term game opportunities of Huawei's automobile industry chain, the concept of driverless driving and the concept of second child. The concept stocks of medical beauty are also expected to be active again and again, as well as stocks with good performance.

(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)

Macro view: Fang Xinghai: If foreign accounts cause large fluctuations in the stock market, we can suspend their trading.

19 In April, Fang Xinghai, vice chairman of the CSRC, attended the annual meeting of Boao Forum for Asia 202 1 9, and said that the CSRC attached great importance to the supervision of foreign investment, and if the funds in an overseas account entered the A-share market, its trading would be suspended.

Source: Newspaper.

Comments: In recent years, the influence of foreign capital on the A-share market is increasing, and the large-scale short-term entry and exit of foreign capital often causes large fluctuations in the market. President Fang Xinghai's speech is a warning to overseas short-term speculative funds, which is equivalent to giving small and medium-sized investors in A shares a "reassurance".

(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)

Electronic information industry: Huawei X Fox: the first shot of advanced autonomous driving

On April 17, a new generation of intelligent luxury pure electric vehicle ARCFOX Extreme Fox Alpha S was officially released in Shanghai. The ARCFOX polar fox αSHBT model of Beiqi Blue Valley will be equipped with three laser radars, six millimeter-wave radars, 12 camera and 13 ultrasonic radar at the same time, and Huawei chips with computing power of 352Tops will be equipped to form an automatic driving solution above L3 level.

Source: Huaxi Securities Research Report

Comments: Recently, intelligent driving, artificial intelligence and other sectors have ushered in important industry catalysis. Extreme Focus Alpha S is equipped with a new car equipped with Huawei's autopilot solution, and the autopilot sector is expected to go out of the independent market. It is suggested to pay attention to Huawei's beneficial industrial chain and new forces in building cars.

(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)

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