1.25 Interpretation: Two positive and one positive, related to A shares, medicine and new energy, whether to close red?

2022-04-27 0 By

Family, two big bearish attack, the global market fell, nasdaq fell nearly 5%, at the end of the three major INDEXES of the United States pulled red, at the same time with the amount of procurement, for the market will go?1. According to the Comprehensive Work Plan for Energy Conservation and Emission Reduction in the 14th Five-Year Plan, China will reduce energy consumption per unit OF GDP by 13.5% by 2025 compared with that of 2020.Reading:Scheme for energy conservation and emissions reduction index to a 13.5% drop in energy consumption in 2025 than in 2020, the need of economic development sustainable development to the green transformation, at the same time, key industries such as coal, iron and steel is also the high quality green development path, the related enterprise pollutants needs to meet the national leading level, and the process of achieving goals, short-term there is pain,Will benefit in the long run.2. Centralized drug procurement in Yangtze River Delta (Shanghai, Zhejiang and Anhui) Alliance area is officially coming.Interpretation: Changchun high-tech due to the purchase of a drug with volume, from more than 100 to more than 30, directly three limit + one limit open board, currently the relevant area with volume of procurement formally attacked, short-term pharmaceutical plate or continue to bear pressure, and with volume for related enterprises to bring in price for volume also need to be not verified, pay close attention to the first quarter.Peripheral tension, the global stock market fell, the US stock market rebounded quickly at the end of the day, the three major indexes closed up.Interpretation: Peripheral Russia and Ukraine situation disturbance, pressure on the global market, the major indexes plunged, while the NASDAQ fell nearly 5%, indicating that it is under control, although there is uncertainty in the periphery, but the domestic index will return to the original trend, even if the plunge is expected to come out of the long leg, so do not worry too much.Conclusion: medicine bring procurement in the long run is good, in order to the long-term development of the medicine, depress is true in the short term profit, so we need time to disprove, energy transformation the opportunities still exist in 2022, after the current release of the risk to layout, the last few days before, wait for to freezing point after digging holes!