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Jufeng Zaocen: The National Carbon Peak Pilot Construction Plan has launched a huge space for virtual power plants


IntroductionJufeng Zaozhen: The national carbon peak pilot construction plan has been released, and there is huge space for virtual power plants; Xinhua News Agency article pointed out that accelerating the construction of a financial power is an inevitable choice for development.

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Jufeng Today’s Strategy

Jufeng Investment Consulting believes that under the expectation of economic recovery, A-shares are expected to enter a mid- to long-term bull market. The recent intensive introduction of domestic countercyclical adjustment measures shows that the policy bottom has been confirmed. However, stimulated by geopolitical influences and renewed expectations of US dollar interest rate hikes, the RMB exchange rate and A-share trends are still going back and forth, and the market is moving from the policy bottom to the market bottom. On the external side, European stock markets generally fell overnight, while U.S. stocks rebounded for 6 consecutive days, with popular Chinese concept stocks seeing mixed gains and losses. Domestically, northbound funds were net buyers for 3 consecutive days, with more than 220,000 existing mortgage interest rates cut, and insurance capital investing in equity in the fourth quarter. Confidence has returned; it is expected that A-shares will enter a shock stage in the short term and continue to rise after consolidating the bottom. Investors can look for stocks with pre-increased third-quarter reports and blue-chip companies with buyback expectations and high dividend yields; in the short term, they can take small positions to participate in stocks with popular themes.

US stocks

On Monday Eastern Time, the three major U.S. stock indexes closed slightly higher. The Dow rose 0.1% to 34,095.86 points, the S&P 500 rose 0.18% to 4,365.98 points, and the Nasdaq rose 0.3% to 13,518.78 points. In terms of technology stocks, Nvidia rose 1.66% and Tesla fell 0.31%. Chinese concept stocks had mixed gains and losses, with Global Africa rising 17.91% and Energy Chain Smart Electric falling 13.33%.

A shares

On Monday, the market opened higher throughout the day, led by the GEM index, and the turnover of the two cities returned to one trillion yuan. As of the close, the Shanghai Composite Index rose 0.91% to 3,058.41 points, the Shenzhen Component Index rose 2.21% to 10,071.56 points, and the GEM Index rose 3.26% to 2,032.34 points. Generally speaking, individual stocks rose more than they fell. Over 4,400 stocks in the two cities rose, and nearly 100 stocks rose by more than 9%. The transaction volume of the Shanghai and Shenzhen stock markets was 1.0642 billion, 254.7 billion higher than the previous trading day, and the transaction volume returned to one trillion. In terms of sectors, media, securities, computing power, CRO and other sectors were among the top gainers, while oil and gas, coal, farming and other sectors were among the top losers.

Hong Kong stocks

On Monday, Hong Kong’s Hang Seng Index rose 302.47 points, or 1.71%, on the 6th to close at 17966.59 points. The main board transaction volume for the whole day was HK$115.189 billion. The state-owned enterprise index rose 129.74 points to close at 6182.05 points, an increase of 2.14%. The Hang Seng Technology Index rose 161.21 points to close at 4098.58 points, an increase of 4.09%. In terms of blue chip stocks, Tencent Holdings rose 3.3% to close at HK$312.6; Hong Kong Exchanges and Clearing rose 3.22% to close at HK$294.8; China Mobile fell 0.16% to close at HK$62.35; HSBC Holdings rose 0.6% to close at HK$58.55.


1. The national carbon peak pilot construction plan introduces huge space for virtual power plants

Importance: ★★★★

The National Development and Reform Commission released the “National Carbon Peak Pilot Construction Plan” on the 6th. The plan is clear. 100 typical representative cities and parks will be selected nationwide to carry out carbon peaking pilot construction, focusing on breaking the bottlenecks faced by green and low-carbon development, and exploring carbon peaking in cities and parks with different resource endowments and development foundations. path to provide actionable, replicable, and scalable experiences and practices for the whole country.


Guohai Securities believes that since July 2023, carbon prices have continued to rise and have repeatedly hit record highs. Pilot carbon markets in Beijing, Tianjin, Shanghai and other places have successively allowed green power to be calculated as zero emissions. Driven by the expansion of the carbon market, the scale of green power transactions is expected to expand; rising carbon prices are expected to promote an increase in the environmental premium of green power. As scale expands and environmental premiums increase, green power yields are expected to increase. High-quality green power companies include Longyuan Electric Power, Guangyu Development, Xineng Technology, Jinkai New Energy, Jiaze New Energy, etc.

2. Xinhua News Agency: Accelerating the construction of a financial power is an inevitable choice for development

Importance: ★★★

On November 6, Xinhua News Agency published an article “Accelerating the construction of a financial power is an inevitable choice for development.” The article pointed out that to speed up the construction of a financial power, finance must provide high-quality services for economic and social development. At present, our country is embarking on a new journey to comprehensively build a modern socialist country. Whether it is solving the problem of unbalanced and inadequate development, building a modern industrial system, and continuously improving the quality of people’s lives, it requires high-quality financial development as strong support. It is necessary to implement the “three focuses” proposed by the Central Financial Work Conference, strive to create a good monetary and financial environment, strive to build modern financial institutions and market systems, and strive to promote high-level financial opening up. We should regard serving the real economy as the foundation of our business, anchor the requirements for high-quality economic development, and do five major articles on technology finance, green finance, inclusive finance, pension finance, and digital finance to provide higher quality and better development of the real economy. Efficient and safer financial services enable high-quality financial development to consolidate the foundation and add vitality to China’s economic and social development.

Epidemic tracking

1. Chinese Centers for Disease Control and Prevention: It is expected that the northern and southern provinces of my country will gradually enter a period of high influenza incidence, and peak influenza epidemics will occur in autumn and winter.

2. Hot discussion among Chinese and foreign public health experts: After the COVID-19 epidemic, we still need to pay attention to the response to the pandemic.


1. Central Bank: Continue to increase the degree of marketization of mortgage interest rates to better support rigid and improved housing demand

Importance: ★★★

The Central Bank’s Monetary Policy Department issued a document stating that the work of reducing existing mortgage interest rates has been basically completed, and the interest rates of existing mortgage loans of more than 22 trillion yuan have been reduced, with an average decrease of 0.73 percentage points. To continue to deepen the market-oriented reform of interest rates, we should focus on three key points. The first is to improve the formation, regulation and transmission mechanism of market-oriented interest rates, unblock the channels for funds to enter the real economy, and promote the optimization of the allocation of financial resources. The second is to promote further marketization of deposit and loan interest rates and persist in using reform methods to guide the continued decline of financing costs. The third is to continue to improve the marketization of mortgage interest rates to better support rigid and improved housing demand.


Huafu Securities believes that the recovery of the property market still requires further policy support, and is optimistic that subsequent policy increases will drive continued improvement in sales margins and accelerate the recovery of the property market. Although the market is still bottoming out and competition among companies for investment in high-quality land parcels has intensified, the overall investment attitude will continue to remain rational and cautious, with a strong focus on core cities. It is recommended to pay attention to key leading real estate companies: Poly Development, China Merchants Shekou, and Binjiang Group.

2. He Lifeng will visit the United States from November 8th to 12th

Foreign Ministry Spokesperson Wang Wenbin announced: At the invitation of U.S. Treasury Secretary Yellen, He Lifeng, member of the Political Bureau of the CPC Central Committee, Vice Premier of the State Council, and Chinese leader of China-U.S. Economic and Trade, will visit the United States from November 8 to 12.

3. The average price of the ninth batch of national centralized medicines was reduced by 58%

The ninth batch of state-organized centralized drug procurement has produced the results of the final selection in Shanghai. 41 kinds of drugs were successfully purchased in this centralized purchase, and the prices of the selected drugs were reduced by an average of 58%, which is expected to save 18.2 billion yuan in drug costs every year. This centralized purchase covers medications for common and chronic diseases such as infections, tumors, cardiovascular and cerebrovascular diseases, gastrointestinal diseases, and mental illnesses, as well as key drugs such as emergency drugs and shortage drugs. The average cost of each lenalidomide capsule (25 mg) for the treatment of multiple myeloma has been reduced from about 200 yuan to 15 yuan, which can save about 3,880 yuan in monthly drug costs. Since 2018, the National Medical Insurance Administration has organized and carried out nine batches of nationally organized drug procurement, including a total of 374 kinds of drugs, with an average reduction of more than 50%.

4. Shenzhen State-owned Assets Supervision and Administration Commission proposed specific measures to support Vanke

Vanke’s performance briefing, which is highly anticipated by the market on the 6th, was held after the market closed. As expected, Vanke’s major state-owned shareholders expressed their firm support for the company at the meeting. Wang Yongjian, director of Shenzhen State-owned Assets Supervision and Administration Commission, Ye Xinming, party committee member and second-level inspector, and Xin Jie, chairman of Shenzhen Metro, attended the meeting. The reporter learned that the Shenzhen State-owned Assets Supervision and Administration Commission proposed five major support measures at the meeting, including “actively organizing municipal state-owned enterprises to participate in bond subscription and other work in a market-oriented manner.” Xin Jie, chairman of Shenzhen Metro, stressed that Shenzhen Metro’s original intention to hold Vanke shares for a long time remains unchanged. The so-called “major shareholders will reduce their holdings of Vanke” are rumors with ulterior motives.

5. Shanghai: Promote the early approval of the international financial assets trading platform to support the expansion of CIPS global network coverage

The Shanghai Financial Work Party Committee and the Municipal Local Financial Supervision Bureau held a meeting on November 6 to convey and study the spirit of the Central Financial Work Conference. Zhou Xiaoquan, deputy secretary of the Municipal Financial Work Party Committee and director of the Municipal Local Financial Supervision Bureau, emphasized the need to strengthen the financial resource allocation function and accelerate the construction of a competitive and influential Shanghai international financial center. Efforts will be made to build a financial market system with global influence, promote the early approval of the international financial asset trading platform, better utilize the role of the Science and Technology Innovation Board as a “test field”, promote the registration system to be deeper and more solid, and build a high-level reinsurance international board. Efforts will be made to build a modern financial institution system, accelerate the gathering of high-level financial institutions, optimize the “going out” of financial service enterprises, improve the level of cross-border investment and financing facilitation, and enhance the global competitiveness of financial institutions. We will continue to enrich the financial product system, launch more high-quality financial products and services, and launch more international futures and derivatives products. Comprehensively strengthen the construction of financial infrastructure, support the expansion of CIPS global network coverage, and promote the establishment and construction of national precious metal reserve libraries.

6. Ministry of Commerce: Firmly opposed to the United States’ inclusion of some Chinese entities in the “Specially Designated Nationals List”

A reporter asked: Recently, the U.S. Department of the Treasury announced that some Chinese entities will be included in the “Specially Designated Nationals List” on the grounds of Russian involvement. What is China’s comment on this? Ministry of Commerce’s answer: China has noted the relevant situation. The US approach is a typical example of unilateral sanctions and “long-arm jurisdiction”, which undermines international trade order and rules and affects the security and stability of global industrial and supply chains. China is strongly dissatisfied with and firmly opposed to this. The United States should immediately stop its unreasonable suppression of Chinese companies. China will resolutely safeguard the legitimate rights and interests of Chinese enterprises.


1. Guangdong: The scale of the hydrogen energy industry will reach 300 billion yuan by 2027

Importance: ★★★

The Guangdong Provincial Development and Reform Commission and other departments issued Guangdong Province’s opinions on accelerating the innovative development of the hydrogen energy industry. It is proposed that by 2025, the scale of the hydrogen energy industry will have jumped, the construction of fuel cell vehicle demonstration city clusters will have achieved significant results, more than 10,000 fuel cell vehicles will be promoted, the annual hydrogen supply capacity will exceed 100,000 tons, and more than 200 hydrogenation stations will be built. , the industrial chain of the demonstration city agglomeration will be more complete, the leading edge of industrial technology level will be further consolidated, the hydrogen supply system will continue to be improved, the application scenarios will be further enriched, and the core competitiveness of the industry will be steadily improved. By 2027, the scale of the hydrogen energy industry will reach 300 billion yuan, and the entire hydrogen industry chain of “production, storage, transmission, and use” will reach the domestic advanced level; fuel cell vehicles will be promoted and applied on a large scale, and key technologies will reach the international leading level; the foundation of hydrogen energy The facilities are basically complete, the proportion of hydrogen energy in energy and energy storage and other fields has increased significantly, and a technological innovation highland for the hydrogen energy industry with global competitiveness has been established.


BOC Securities believes that the hydrogen energy industry cycle has begun, the cost of green hydrogen production is expected to gradually become competitive, and green hydrogen application scenarios are expected to expand. Hydrogen storage and transportation is a bridge connecting upstream hydrogen production and downstream hydrogen consumption. The differences in hydrogen production costs between regions and the mismatch between hydrogen supply and demand create room for development of hydrogen storage and transportation. High-pressure gaseous hydrogen storage is the mainstream technology route for hydrogen storage and transportation. With the large-scale launch of upstream green hydrogen preparation projects, the industrialization of gaseous hydrogen storage in my country is expected to accelerate. We predict that the compound growth rate of the hydrogen storage bottle market size from 2022 to 2025 is expected to reach 64%, and the hydrogen storage bottle market space will reach 12.5 billion yuan in 2025. The industrialization of the gaseous hydrogen storage industry is accelerating, and hydrogen storage and transportation industry chain companies with technological and resource advantages are expected to benefit. Recommended petrochemical machinery, it is recommended to pay attention to Houpu Shares, Kaishan Shares, and Snowman Shares.

2. Another satellite phone is about to be released as a “must compete” for major manufacturers.

The official Weibo account of a subsidiary of China Telecom announced that the Tianyi Platon S9 satellite mobile phone will be released on November 10 in the new product release area of ​​the China Telecom 2023 Digital Technology Ecological Exhibition. According to reports, Tianyi Boton S9 is a 5G satellite dual-mode mobile phone with a built-in satellite antenna and the shape of an ordinary mobile phone. It can be used without changing cards or numbers. It can make and receive satellite calls and send and receive satellite text messages at any time. According to media reports, the reason why China Telecom takes the lead in directly connecting mobile phones to satellites is because of the “Tiantong-1” satellite behind it. This is a satellite mobile communication system independently developed and constructed by my country and operated by China Telecom.

3. Chip manufacturers in this segment welcome customers to increase orders. The industry says that the worst period for demand has passed.

Industry media reported that chip factories related to non-Apple mobile phones have reported good operations this quarter. Brand customers in mainland China are in the recovery atmosphere created by Huawei’s new phones, and emerging markets have finished digesting inventory, and they have begun to place more orders. In addition, as the supply chain of mobile phone-related chips has recently ushered in a wave of client demand, IC design manufacturers bluntly stated that the worst period for demand has passed and the market is gradually recovering; next year, the introduction of terminal-generated AI into the mobile phone market will detonate Driven by the replacement wave, it is expected to feel more obvious recovery momentum in the third quarter of next year.

4. Operators begin to “grab orders” and there will be a periodic imbalance between supply and demand.

The agency pointed out that computing power operators began to “grab orders”, and the quotations for H800 servers even rose to 3 million per unit. The increase in hardware costs has been transmitted to the quotations for computing power leasing. In the short term, there will be a periodic imbalance between the supply and demand of computing power. Some companies with first-mover advantages already have a certain scale of computing power reserves, and the value of the computing power on hand is expected to increase due to scarcity. At present, domestic large-scale model competition is fierce, and the future may usher in a “10,000-model war”. The huge consumption of computing power, the capital cost caused by team recruitment, and whether there are enough users to build an ecosystem are the keys to the success of domestic large-scale models. .

A-share trading tips

Bad tip

Wohua Pharmaceutical (002107): The actual controller of the company is detained

Tianlong Shares (603266): Recently, the cumulative turnover rate of the company’s stocks is 49.72%, and there is a risk of irrational speculation.

Individual stocks to focus on

Oujing Technology (001269)

As a leading enterprise in the field of quartz crucible manufacturing, the company has obvious core competitive advantages. In recent years, the company’s development strategic layout has very bright prospects. The company adheres to the “two-way drive of the new energy industry and the semiconductor industry”, with quartz crucibles as the main line, silicon material cleaning and cutting It is an all-round development pattern with liquid processing as the two wings, quartz material processing and production as the leader, and intelligent manufacturing as a beneficial supplement. It focuses on subdivided fields and subdivided industries, implements professional, refined, and large-scale development routes to realize various advantageous industries. A new closed-loop development model that is both independent of each other and developed intensively, complementing each other’s advantages when necessary.

Wanan Technology (002590)

The company is engaged in the development of automobile chassis control systems and other components, and its products are suitable for commercial vehicles, passenger cars and new energy vehicles. Major customers in the new energy vehicle field include Ford China, FAW Hongqi, BAIC New Energy, NIO, Xpeng, Ideal, etc.

Knowledge sharing

What is a trend line?

A trend line is a straight line used to measure the direction of price fluctuations. The direction of the trend line can clearly see the trend of the stock price. There are three types of trend lines: uptrend, downtrend, and sideways trend.

In an uptrend, connecting two lows in a straight line creates an uptrend line. In a downtrend, connecting two high points in a straight line creates a downtrend line. The upward trend line acts as support, and the downward trend line acts as pressure. For sideways trends, we can connect the top and bottom points with straight lines to form an oscillation range.

When the uptrend line falls below, it is a sell signal. Before falling below, the rising trend line is the support for every pullback.

When the downtrend line breaks, it is a buy signal. Before it breaks through, the downward trend line is the resistance for every rebound.

Investors should note that trend line analysis is a method of technical analysis, but trend line analysis must be combined with other technical analysis to achieve better results.

Important statement: The above information is for reference only and does not serve as specific operation suggestions. Market risk, the investment need to be cautious.

(Author: Ding Zhenyu Practice Certificate: A0680613040001)

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Tags: Jufeng Zaocen National Carbon Peak Pilot Construction Plan launched huge space virtual power plants


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