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A little blue attention. Don't get lost.
18日早盘，A股、港股市场普遍走低。
On the morning of the 18th day, the market for A and Ports was generally low.
香港恒生指数跌近1.4%，恒生科技指数大跌超3%。科技类个股集体走低，哔哩哔哩跌近11%，百度集团跌逾8%。
Hong Kong’s Helium Index fell by almost 1.4%, and the Helium Index fell by more than 3%.
A股三大股指全线走弱，深成指、创业板指盘中一度跌超1%，临近午间跌幅有所收窄；两市半日成交超7000亿元，北向资金早盘大幅净流出，半日净卖出近50亿元。
The three main shares of the A share are weak on the whole line, with deep fingers, a drop of more than 1 per cent in the start-up board and a narrow fall in the mid-morning period; the two cities have six half-day exchanges of over $700 billion, and there is a significant net outflow of funds from the North to the early stages, with a net sale of nearly $5 billion a day.
锂电池、氢能源、风电、稀土、盐湖提锂等新能源板块近日重回强势，而此前表现火爆的元宇宙概念今日大幅回落，龙头股中青宝大跌超8%。
New energy plates, such as lithium batteries, hydrogen energy, wind power, rare earth and salt lake lithium, have returned to strength in recent days, and the concept of meta-cosm, which excites the fire today, has regressed dramatically, with a sharp drop of over 8 per cent in the head.
港股科技股集体大跌 哔哩哔哩跌超10%
今日早盘，港股科技股集体大跌，截至午间收盘，哔哩哔哩跌近11%，百度集团跌逾8%，阿里巴巴跌近5%，美团、京东集团跌幅超3%，腾讯控股、快手跌逾2%。
In the early morning hours of today, the Hong Kong Unit's Science and Technology Unit fell collectively, closing at noon, falling by almost 11 per cent, the 100-degree group by more than 8 per cent, Ali Baba by almost 5 per cent, the United States Mission and the Gyeongdong group by more than 3 per cent, and the telecommunications holdings and fast hands by more than 2 per cent.
哔哩哔哩17日发布的第三季度财报显示，公司第三季度实现营收52.1亿元，同比增长61%；非美国会计通用准则（Non-GAAP）的净亏损为16.2亿元，亏损规模略超市场预期。其中，游戏业务收入第三季度同比增长9.18%，低于市场预期。
The third-quarter financial report, released on 17 Beep miles, shows that the company achieved a revenue of $5.21 billion in the third quarter, an increase of 61 per cent over the same period; the net loss of the non-United States General Accounting Standard (Non-GAAP) was $1.62 billion, a loss of slightly higher than market expectations. Of this, the growth in revenue from games was 9.18 per cent in the third quarter, a lower than market expectations.
此外，百度17日发布的第三季度未经审计的财务报告显示，公司当季实现营收319亿元，非美国通用会计准则下归属百度的净利润为50.9亿元，超出市场平均预期。其中，百度智能云营收同比劲增73%。
In addition, the unaudited financial report for the third quarter, issued on 17 October, showed that companies had earned $31.9 billion during the current season, and the net profit on the 100-degree basis of non-United States General Accounting Standards was $5.09 billion, exceeding market average expectations.
值得注意的是，因恒大清仓式减持，恒腾网络盘中一度大涨近30%。截至收盘，涨23.67%，报2.09港元/股。
It is worth noting that there was a significant increase of nearly 30 per cent in the top-heavy web drive as a result of a steady reduction in warehousing. As of the closing, there was an increase of 23.67 per cent for HK$2.09 per unit.
恒腾网络今日早间发布公告称，中国恒大以总价约21.28亿港元出售约18%恒腾网络股份，出售价为每股1.28港元，较上个交易日收盘价折让24.26%。交易完成后，恒大将不再持有任何恒腾股份。
In the early morning days of this day, Henten Network announced that China would sell about 18% of its shares at a total price of approximately HK$ 2,128 million, at a sale price of HK$ 1.28 per share, at a discount of 24.26% on the last day of the transaction.
公告称，恒大的全资附属子公司与联合资源投资控股有限公司签订协议。此次出售恒腾的价格是买卖双方经过对恒腾网络现行交易价参考后，经过公平磋商协定的。恒大认为该交易可帮助改善其流动性问题。
The announcement states that a large wholly-owned subsidiary has entered into an agreement with the Joint Resources Investment Holdings Ltd. The price of this sale has been negotiated fairly by both buyers and sellers after reference to the price of the current transaction on the Network.
锂电池板块再度活跃 西藏珠峰连续两日涨停
锂电池概念今日早盘再度走强，截至发稿，久吾高科涨逾10%，金圆股份、川能动力、西藏珠峰、科大制造等涨停。
The lithium battery concept is once again strong in the early days of the day, and by the time of the release, there has been an increase of more than 10 per cent in Kugoko and a halt in the golden circle, the energy power of Kawa, Tibet Everest and the manufacturing of Koda.
今日，工信部电子信息司对《锂离子电池行业规范条件（2021年本）》（征求意见稿）和《锂离子电池行业规范公告管理办法（2021年本）》（征求意见稿）同时公开征求意见。其中《锂离子电池行业规范条件（2021年本）》（征求意见稿）提出，锂离子电池企业及项目应符合国家资源开发利用、生态环境保护、节能管理、安全生产等法律法规要求，符合国家产业政策和相关产业规划及布局要求，符合当地国土空间规划和生态环境保护专项规划等要求，满足‘三线一单’生态环境分区管控要求。引导企业减少单纯扩大产能的制造项目，加强技术创新、提高产品质量、降低生产成本。
Today, the Division of Electronic Information of the Ministry of Industry and Communications has made public comments on the Coded Conditions for the Lithium ion Batteries Industry (2021 editions) (for comments) and the Codex Alimentarius ion Batteries Industry (2021 editions) (for comments). The Codexes for the Lithium ion Batteries Industry (2021 editions) suggest that lithium ion battery enterprises and projects should meet the requirements of national laws and regulations for resource development, eco-environmental protection, energy efficiency management and safe production, meet the requirements of national industrial policy and related industrial planning and layout, meet the requirements of local territorial spatial planning and special plans for the protection of the environment.
值得注意的是，因拟7亿美元投建安赫莱斯盐湖项目，西藏珠峰已连续两日涨停。
It is worth noting that Tibetan Everest has risen for two days in a row as a result of the $700 million proposed project to build the Salt Lake of Angles.
西藏珠峰公告指出，公司11月16日下午，在重庆市举行的第十四届中国—拉美企业家高峰会（以下简称“高峰会”）上与阿根廷共和国萨尔塔省政府签署了《萨尔塔省盐湖资源工业化开发项目投资协议》。
According to the Tibetan Everest announcement, on the afternoon of 16 November, at the fourteenth China-Latin America Entrepreneurs Summit (hereinafter referred to as “the Summit”) in Chongqing, the company signed an investment agreement with the Government of the Province of Salta of the Argentine Republic on a project for the industrialization of the Salt Lake Resources Development Project in the Province of Salta.
根据《投资协议》，公司及下属公司将于2022年向阿根廷投资约7亿美元，在萨尔塔省的安赫莱斯盐湖建设年产5万吨碳酸锂产品的产能，项目计划在2021年底前开工建设，预计在2022年底前竣工；同时，公司将投资1500万美元，在2022年完成萨尔塔省阿里扎罗盐湖的地质勘探，获取采矿权及环评许可（EIA）；并计划投资不少于10亿美元，在阿里扎罗盐湖建设年产5～10万吨规模碳酸锂产品产能。
Under the Investment Agreement, the company and its affiliates will invest approximately $700 million in Argentina in 2022 to build capacity for the production of 50,000 tons of lithium carbonate products per year in the Salt Lake of Angeles, Salta, and the project is scheduled to begin construction by the end of 2021, which is expected to be completed by the end of 2022; at the same time, the company will invest $15 million to complete geological exploration of the Salt Lake of Arizaro, Salta, in 2022, to obtain mining rights and environmental authorization (EIA); and plan to invest no less than $1 billion to build capacity for the production of 5 to 100,000 tons of lithium carbonate products per year in the Salt Lake of Arizaro.
阿根廷萨尔塔省政府则支持公司在阿根廷进行矿业投资，加快环评许可（EIA）等合规手续的批复办理；对公司碳酸锂产品的开发、生产及出口等提出咨询建议或指导意见；并对项目开发所需基础设施建设、设备进口、投资外汇进出、技术引进等给予便利。
For its part, the Government of Salta, Argentina, supports companies in their mining investments in Argentina and speeds up the processing of compliance procedures, such as the EIA; provides advice or guidance on the development, production and export of the company's lithium carbonate products; and facilitates infrastructure development for project development, the import of equipment, foreign exchange entry and exit of investments and the introduction of technology.
但公司同时提示，目前公司安赫莱斯盐湖项目尚处于前期开发准备阶段，短期内尚无法实现收益。且锂盐湖开发的收益取决于未来锂盐市场终端价格，如产品价格大幅下跌，可能存在投资收益不达预期的市场风险。同时，在后续实施过程中及项目建成后可能面临宏观经济及行业环境等因素的影响，存在一定的经营风险及管理风险。
At the same time, the company suggests that it is in the advanced stages of development and that it will not be able to reap the benefits in the short term. And that the gains from the development of lithium salt lakes depend on the future market end prices for lithium salt, which, if the price of products falls sharply, may have market risks that do not yield the expected returns on investment.
对于锂电板块，中信证券指出，2022年锂供应紧张的局面或无法缓解，预计锂价保持上涨趋势，板块配置逻辑从“涨价”向“业绩”转移。得益于锂价中枢抬升，锂公司2022年业绩预计同比大幅增厚，带来显著的估值优势。
In the case of lithium plates, the CCS notes that the supply of lithium in 2022 was tight or unmitigated, that lithium prices were expected to remain on the upward trend, and that the plate configuration logic shifted from “up” to “performance.” As a result of the rise in lithium prices, lithium companies are expected to perform significantly more in 2022 than in the previous year, bringing significant valuation advantages.
顶层设计呼之欲出 氢能源概念强势拉升
受行业利好消息刺激，氢能源概念股18日盘中强势拉升，截至午间收盘，中泰股份涨约12%，金能科技、阳煤化工涨停，美锦能源、凯美特气等涨幅超5%。
Stimulating by the good news from the industry, the hydrogen energy concept has been rising for 18 days, with the China-Thailand shares increasing by about 12 per cent as of noon, gold-energy, solar-coalification, and American-American energy and Kamet gas by more than 5 per cent.
消息面上，在“双碳”目标下，我国氢能产业发展正步入快车道，已有50多个地级市发布氢能产业规划。业内专家称，国家层面关于氢能产业发展的顶层设计也将出台。
According to the news, under the “doubt carbon” target, our hydrogen energy industry is on the fast track, with more than 50 local municipalities issuing plans for the hydrogen energy industry. According to industry experts, top-level designs at the national level for the development of the hydrogen energy industry will also be put in place.
据悉，为实现国家“碳达峰、碳中和”目标，氢能源作为清洁低碳能源，受到国家政策的大力支持。近日公布的《中共中央国务院关于深入打好污染防治攻坚战的意见》明确提出，深入实施清洁柴油车（机）行动，全国基本淘汰国三及以下排放标准汽车，推动氢燃料电池汽车示范应用，有序推广清洁能源汽车。
According to the information received, hydrogen energy as a clean, low-carbon energy source for achieving the country's “carbon peaks, carbon neutrality” is strongly supported by national policies. The recently published Opinion of the Central State Council of the Communist Republic of China on Deep Pollution Prevention and Control, clearly states that clean diesel vehicles (machines) are to be implemented in depth, that the country is to be largely phased out from three and below emission standards, that it is to be promoted to demonstrate the application of hydrogen fuel cell cars and that it is to be promoted in an orderly manner.
此外，多地密集出台鼓励氢能产业发展政策，加快布局氢能源产业。据不完全统计，北京、河北、四川、山东、内蒙古等地出台了专项氢能整体产业发展政策；广东、重庆、浙江、河南等出台了氢燃料汽车细分领域专项政策；还有不少地区将氢能相关发展规划纳入新能源汽车产业全省十四五规划当中。
In addition, a number of policies have been introduced to encourage the hydrogen energy industry and to accelerate the deployment of the hydrogen energy industry. According to incomplete statistics, China, Hebei, Sichuan, Shandong, Inner Mongolia, etc., have introduced an overall hydrogen energy industry development policy; Guangdong, Chongqing, Zhejiang, Henan, etc., have introduced specific policies in the field of hydrogen fuel car segmentation; and several regions have integrated hydrogen energy-related development plans into the 14th Plan for the New Energy Automobile Industry.
元宇宙概念“熄火 ” 盛天网络、中青宝等大跌
近日走势强劲的元宇宙概念18日盘中大幅下挫，截至午间收盘，盛天网络跌近11%，佳创视讯跌逾9%，新国脉金运激光、顺网科技、中青宝等跌幅超8%。
In recent years, the strong concept of the meta-cosm has suffered a major setback in the 18-day series. By noon, the sky network had fallen by almost 11 per cent, good news had fallen by more than 9 per cent, and the new nation had fallen by more than 8 per cent in gold-carrying lasers, Internet-based technology and Chinese Qingbao.
10月份以来，多只粘上元宇宙概念的个股走势活跃，截至昨日收盘，中青宝累计大涨约147%，佳创视讯涨约110%，中文在线涨近80%，宝通科技、盛天网络等涨幅超50%。
Since October, a large number of shares with the concept of the meta-cosmos have been active, with a cumulative increase of about 147 per cent as of yesterday, an increase of about 110 per cent in the number of good news, an increase of nearly 80 per cent in the number of online Chinese, and an increase of over 50 per cent in the number of technocratic and skyscrapers.
相关概念遭疯狂炒作，引发监管关注，11月以来，上交所、深交所已向天下秀、中青宝、盛天网络、易尚展示、大富科技等多家公司下发监管函及关注函。
Since November, a number of companies have received regulatory and follow-up letters from the Centre for the Advancement of Women, the Centre for the Advancement of Women, the Centre for the Advancement of Women, the Centre for the Advancement of Women, the Network for the Promotion of Science and Technology, and others.
面对元宇宙的火爆，人民日报评论表示，元宇宙是资本炒作还是新的赛道 下结论前不妨“让子弹飞一会儿”。文章称，有人认为元宇宙会让人更有身临其境之感，用户将置身“实体互联网”之中；有人概括出元宇宙的几大特征，称元宇宙不仅是与真实世界平行的虚拟空间，更“和现实世界相互影响”，甚至拥有与现实世界相互联通的经济系统……多元的声音不一而足，可以明确的一点是：虽然元宇宙似乎拥有广阔空间和多种可能，但目前还是一个尚未成型的新兴事物。
Faced with the flames of the meta-cosm, the People's Daily commented that the meta-cosmos could be “a moment for a bullet to fly” before drawing conclusions. The article said that some people thought that the meta-cosmos would make people feel more comfortable and that users would be in the “physical Internet”; some outlined the main features of the meta-cosm, saying that the meta-cosmos was not only a virtual space parallel to the real world, but that it was “interacted with the real world” and even had an economic system connected to the real world.
一些知识付费项目把元宇宙包装成一夜暴富的机会，声称“未来只有元宇宙这一条路”，以贩卖焦虑的方式借机敛财。一些人言必称元宇宙，没有任何与之相关的实体内容却热衷于抢注各种相关商标，挖空心思从元宇宙概念中分得一杯“流量羹”。这就提示我们，对待新鲜事物，保持好奇和探索的同时，也要保留一份审慎和理性。即便元宇宙有可能成为真实世界的延伸与拓展，潜在的机遇和可能带来的变革值得期待，每个人仍需理性看待当前的元宇宙热潮，警惕任何以科技和未来为名义的忽悠。
Some know-how-paying projects package the meta-cosmos into an opportunity to be rich overnight, claiming that “the future is only the path of the meta-cosmos” and take advantage of it in a way that sells anxiety. Some say that the meta-cosmos has nothing to do with it.
元宇宙是镜花水月还是触摸得到的未来，是资本炒作还是新的赛道，是新瓶装旧酒还是科技新突破，下结论前不妨“让子弹飞一会儿”。不过可以明确的是，一些新概念承载着人们对技术发展的信心，以及对未来美好生活的期待。推动新概念及其产业逐步走向成熟需要时间，通向令人神往的科技未来需要脚踏实地、打好发展地基。正如不论虚拟现实、增强现实还是混合现实，中心词都是“现实”，这也预示着离开了现实的支撑，终归是海市蜃楼无本之木。“基础不牢地动山摇”，这样的道理不论在真实宇宙还是元宇宙，应该都是适用的。
It is clear, however, that some new concepts carry confidence in technological development and expectations for a better future. It takes time to move the new concept and its industry toward maturity, and to move to an amazing future in science and technology. Just as the central word is “real” whether it is a virtual reality, an enhanced reality or a hybrid reality, it also presages that the reality is supported by a molten log of the sea market.
编辑：万健祎
Editor: Manjian.
yeshuy
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