From last month, 9 million energy-saving lamps that enjoy financial subsidies have been promoted in Fujian. These energy-saving lamps are sold at a price that is 70% less than similar products on the market. Affected by this, energy-saving lamp products in some supermarkets in Fuzhou followed price cuts, and some even cut prices by half.
Yesterday, the reporter saw that some supermarkets in our city also appeared low-cost energy-saving lamp products. One of the common energy-saving lamps with 5W and energy-saving grades was priced at 5.9 yuan, and the other 10W and energy-saving grade were second-class. Ordinary energy-saving lamps sell 6.9 yuan. Prior to this, Fuzhou supermarket sales of energy-saving lamps are not less than 10 yuan, the majority of the sale of 18 yuan to 30 yuan. In addition, some energy-saving lamps are also cutting prices, such as a 55W energy-saving lamp from the original 25 yuan to 20 yuan.
Industry sources told reporters that the beginning of price reduction of energy-saving lamps is mainly affected by the national "half-price energy-saving lamps" promotion policy. This year's "half-price energy-saving light" promotion period lasted for 4 months. Even though the current energy-saving lamps sold by supermarkets have started to lower prices, the price is still much higher than the "half-price energy-saving light".
Moreover, the promotion of "half-price energy-saving lamps" is more than a year. From 2 million in 2008 to 9 million this year, the impact on the market of energy-saving lamps is increasing. Therefore, many energy-saving lamp brands began to deal with lower prices.
The reporter noted that only 5 companies that have successfully won the national energy-saving lamp promotion in Fujian this year are local enterprises, and most of the energy-saving lamp brands sold by supermarkets are not in this range.
Institutional Insights Two clues Select stocks Xinhua Fund: The August CPI rose 6.2% year-on-year, and the overall inflation situation remains severe. Periodic stocks generally decline in advance of these macro data, so the next two quarters are a good time for gradual placement in cyclical stocks. The market generally predicts that the CPI in September may be below 6%, and the CPI data will decline faster in the next two months. It is expected that the top of the PPI will appear in September. Since the beginning of this year, due to tightening monetary policy and the external stock market downturn, the A-share market has continued to consolidate, but the long-term upward trend of the A-share market remains unchanged. In the future stock market recovery process, the high elasticity of cyclical stocks and growth stocks may provide better Excess earning opportunities. In the third quarter, investors can select stocks based on two clues: one is to look for a large amount of losses in the previous period but belongs to the wrongly-killed ones; the other is to look for real growth stocks.
Monetary policy or maintaining the status quo Pinghua Dahua: In August, CPI rose by 6.2% year-on-year, and inflation remained an uncertain factor affecting market trends. However, due to the impact of the fall in inflation, it is expected that the probability of falling CPI peaks will increase in the last four months of the year, monetary policy may maintain the status quo, and policy pressure may be reduced. The Shanghai Composite Index has once again fallen below 2500. The current Shanghai-Shenzhen 300 dynamic P/E ratio is only about 11 times. After the general valuation, it will usher in the policy bottom and the market bottom. At present, the market is in the transition period from the end of Xiong’an to the beginning of bull trade. Investors should learn the stock selection skills of Buffett’s investment growth stocks, adapt to inflation, and tap growth stocks.
The market rotation market is now the sea Fortis Fund: The recent hot cycles in cyclical and non-cyclical industries are frequent, with even a three-day cycle strength within one week, and two-day non-periodical hotspots frequently occur. Some agencies predict that the cyclical and non-cyclical industries will be more frequently rotated this year under the conditions of multiple factors such as inflation, policy control, and the 12th Five-Year Plan. Investors can grasp the industry's rotation rhythm by flexibly configuring the relevant fund products that track the SSE Acyclic Industry 100 Index and the SSE Cycle Industry 50 Index.
Yesterday, the reporter saw that some supermarkets in our city also appeared low-cost energy-saving lamp products. One of the common energy-saving lamps with 5W and energy-saving grades was priced at 5.9 yuan, and the other 10W and energy-saving grade were second-class. Ordinary energy-saving lamps sell 6.9 yuan. Prior to this, Fuzhou supermarket sales of energy-saving lamps are not less than 10 yuan, the majority of the sale of 18 yuan to 30 yuan. In addition, some energy-saving lamps are also cutting prices, such as a 55W energy-saving lamp from the original 25 yuan to 20 yuan.
Industry sources told reporters that the beginning of price reduction of energy-saving lamps is mainly affected by the national "half-price energy-saving lamps" promotion policy. This year's "half-price energy-saving light" promotion period lasted for 4 months. Even though the current energy-saving lamps sold by supermarkets have started to lower prices, the price is still much higher than the "half-price energy-saving light".
Moreover, the promotion of "half-price energy-saving lamps" is more than a year. From 2 million in 2008 to 9 million this year, the impact on the market of energy-saving lamps is increasing. Therefore, many energy-saving lamp brands began to deal with lower prices.
The reporter noted that only 5 companies that have successfully won the national energy-saving lamp promotion in Fujian this year are local enterprises, and most of the energy-saving lamp brands sold by supermarkets are not in this range.
Institutional Insights Two clues Select stocks Xinhua Fund: The August CPI rose 6.2% year-on-year, and the overall inflation situation remains severe. Periodic stocks generally decline in advance of these macro data, so the next two quarters are a good time for gradual placement in cyclical stocks. The market generally predicts that the CPI in September may be below 6%, and the CPI data will decline faster in the next two months. It is expected that the top of the PPI will appear in September. Since the beginning of this year, due to tightening monetary policy and the external stock market downturn, the A-share market has continued to consolidate, but the long-term upward trend of the A-share market remains unchanged. In the future stock market recovery process, the high elasticity of cyclical stocks and growth stocks may provide better Excess earning opportunities. In the third quarter, investors can select stocks based on two clues: one is to look for a large amount of losses in the previous period but belongs to the wrongly-killed ones; the other is to look for real growth stocks.
Monetary policy or maintaining the status quo Pinghua Dahua: In August, CPI rose by 6.2% year-on-year, and inflation remained an uncertain factor affecting market trends. However, due to the impact of the fall in inflation, it is expected that the probability of falling CPI peaks will increase in the last four months of the year, monetary policy may maintain the status quo, and policy pressure may be reduced. The Shanghai Composite Index has once again fallen below 2500. The current Shanghai-Shenzhen 300 dynamic P/E ratio is only about 11 times. After the general valuation, it will usher in the policy bottom and the market bottom. At present, the market is in the transition period from the end of Xiong’an to the beginning of bull trade. Investors should learn the stock selection skills of Buffett’s investment growth stocks, adapt to inflation, and tap growth stocks.
The market rotation market is now the sea Fortis Fund: The recent hot cycles in cyclical and non-cyclical industries are frequent, with even a three-day cycle strength within one week, and two-day non-periodical hotspots frequently occur. Some agencies predict that the cyclical and non-cyclical industries will be more frequently rotated this year under the conditions of multiple factors such as inflation, policy control, and the 12th Five-Year Plan. Investors can grasp the industry's rotation rhythm by flexibly configuring the relevant fund products that track the SSE Acyclic Industry 100 Index and the SSE Cycle Industry 50 Index.
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