In recent years, the installed capacity of new energy generation in China has increased rapidly, and the demand for new energy storage and other regulatory resources has also increased. The energy storage development track is competing with each other, and the total output value of the industry will reach trillion level. In many new energy storage routes, lithium-ion batteries occupy more than 90% of the energy storage, and they are firmly in the first place; All-vanadium redox flow battery has high hopes because of its advantages of high safety, long life and expansibility, and has a good application prospect in the field of large-scale energy storage. This year, Sichuan Province issued the first national special policy to support the development of vanadium battery industry, Panzhihua City, Sichuan Province put forward the vision of building "China Vanadium Power Capital", and the demonstration project of all-vanadium liquid energy storage power station with commercial lease mode was launched here. In November, the project completed the bidding for the procurement of all-vanadium flow battery equipment, which has benchmarking significance for the integration and development of vanadium energy storage industry and financial services industry. (Securities Times)Soochow securities: The demand resonance of land, sea and wind installations is optimistic about the long-term growth of the plate. soochow securities released a research report saying that in 2025, the growth rate of wind installations will be high, with long-term growth. Dongfang Cable (603606.SH) and Qifan Cable (605222.SH) are recommended, and Zhongtian Technology (600522.SH) and Hengtong Optoelectronics (600487. SH) are concerned; Daikin Heavy Industry (002487.SZ), Tianshun Wind Energy (002531.SZ), Haili Wind Energy (301155.SZ) and Taisheng Wind Energy (300129.SZ) are recommended.Public offerings frequently employ conservative products of fund managers to seek attack. Driven by the positive sentiment in the stock market, many fund companies have recently strengthened the "share" of products and the layout of specific tracks by hiring more aggressive fund managers. The reporter noted that in the announcements of hiring fund managers by many fund companies, the importance of product "stock" and high flexibility track was highlighted. For example, some conservative funds hire fund managers who like high positions, some funds who buy dividend resources stocks hire internet fund managers, and some funds hope to strengthen the layout of hard technology and hire semiconductor fund managers. The insiders believe that Public Offering of Fund's offensive features in hiring more fund managers are related to his judgment on the positive rebound in the stock market. Many fund companies stressed that even if the market outlook index is average, structural opportunities will be highlighted and the profit-making effect will not decrease, which may be a market feature for a long time to come. (Securities Times)
Dozens of people were killed in attacks in Gaza. According to several Palestinian media reports, on the 11th local time, Israeli troops continued to attack many places in Gaza, causing dozens of deaths. Among them, near Kamal Adouan Hospital in the northern part of Gaza, Israeli troops attacked again that day, killing at least 30 people, most of whom were women and children. In addition, on the same day, the Israeli army burned dozens of houses in the Gebali refugee camp in the northern Gaza Strip, and many places such as Deir Balah in the Gaza Strip, Nusailit refugee camp and Khan Younis in the southern Gaza Strip were also attacked by the Israeli army, causing casualties. (CCTV News)The situation in Syria has turned around? The airport in Damascus will be reopened after lifting the curfew. On the 11th local time, the Syrian "Sharm Liberation Organization" announced the lifting of the curfew in the capital Damascus since the 8th, and called on the Syrian people to return to work. On the same day, the person in charge of Damascus International Airport said that the airport will be reopened in "the next few days" and flights can be resumed quickly. (CCTV News)NASDAQ China Golden Dragon Index closed down 0.74%, NASDAQ China Golden Dragon Index closed down 0.74%, most popular Chinese stocks fell, Tencent Music fell more than 5%, JD.COM fell more than 3%, Xpeng Motors fell more than 2%, and Bali, Weilai and Pinduoduo fell more than 1%. In terms of gains, Tiger Securities rose more than 3%, while Youdao and Gaotu rose more than 1%.
Promoting Peace and Cooperation Ethiopia and Somalia signed the Ankara Declaration. On December 11th, local time, under the mediation of Turkish President Erdogan, Ethiopian Prime Minister Abi and Somali President Mahmoud signed the Ankara Declaration in Ankara, Turkey, announcing that they would promote peace and cooperation.Market News: Most members of the US House of Representatives support the $895 billion national defense policy bill, and voting continues.Morgan Stanley upgraded Dahua's rating to parity, with a target price of RMB in 19 yuan. Andy Meng, an analyst at Morgan Stanley, had a low rating. The target price is 19 yuan RMB, which is up by 12%.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13