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2024-12-13 04:51:09

Executives of photovoltaic module battery enterprises: Self-discipline convention has been signed, and production capacity will be controlled next month.At present, photovoltaic is more of a restorative rise in destocking, and it is difficult to get out of the trend market again. Unless new demand breaks out, expectations should not be too high.Zhu Zeyu's manipulation of 23 stocks, including Tongrun Equipment, was fined nearly 35 million by the CSRC; Wang Zhiheng's manipulation of Dongjie Smart's stock loss exceeded 200 million and was fined 2 million by the CSRC; Obviously, the punishment is increasing. As long as the illegal operation is violated, not only the illegal income will be confiscated, but also a fine will be imposed, even if the loss is no exception, which can play a very good deterrent role and make the market more standardized.


On the evening of December 7th, Xinhua News Agency published an article "What do you think about the steady growth of monetary policy-the fifth question and answer on China's current economy". The article is concise, and the future monetary policy will continue to intensify counter-cyclical regulation and control, continuously improve the accuracy and effectiveness of supporting the real economy, and create a good monetary and financial environment for stable economic growth and structural optimization and adjustment.The non-agricultural rebound in November in the United States exceeded expectations, and the unemployment rate rose slightly, pushing up the probability of interest rate cuts this month.Penalties for violations of laws and regulations have increased, driving the market to be more standardized.


While the market is gradually standardized, we can also see the long-term trend of the market from the side, and it is more oriented to return to the value itself. Therefore, we should also make preparations in advance and move closer to this direction. When the market clearly turns in this direction, there may be no good opportunities.Securities Times article: Don't speculate on "homophonic stalks". Blind speculation is harmful to obtaining long-term investment returns. The official media have voiced their voices, which means that these chaos in the market will be standardized in the future, and it is also a kind of vigilance and protection for investors.At present, photovoltaic is more of a restorative rise in destocking, and it is difficult to get out of the trend market again. Unless new demand breaks out, expectations should not be too high.

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