If there is a snow disaster like 08 in 12 years, what stocks will benefit

Hehe, related to disaster relief, the power industry, the transportation industry, that is, those industries will play a huge role in disaster relief operations, or those industries will be affected by the disaster and suffer heavy losses, and will fully invest in recovery and reconstruction after the disaster. It's a good direction for speculation.

2008 snowstorm. From the perspective of the impact of cold waves on crops, including hail disasters and low temperature frost disasters. Looking back at the major low-temperature frost damage and snow disasters that occurred in 2008 and later, the impact of the cold wave is manifested in wide coverage, large cooling degree, long duration, serious damage to agricultural production, and huge economic losses.

Comparing the degree of cooling and coverage of previous episodes, it can be seen that if there is a cooling of 10-14 in this cold wave, it may bring millions of acres of crops to be affected.

In the 2008 snowstorm, according to the disaster assessment results of the Ministry of Agriculture, the area of crops affected, damaged and lost was 100 million mu, 100 million mu and 100 million mu respectively, and 79 million livestock and poultry died. the direct economic loss of the planting industry was 67 billion yuan; The direct loss of forestry was 101.4 billion yuan, and the economic loss caused by the snow disaster to the entire agriculture was as high as more than 200 billion yuan.

The first is the shortage of food, because the transportation is interrupted, and the food that arrives in the local area cannot be transported.

The second is the shortage of warm clothing, and the southern provinces affected by the snow this year generally have no heating.

The sudden cooling will make many people sick, and the hospital will be at full capacity, and the medicine will not be available, especially in the remote mountainous areas of the southwest.

If you are indoors, be sure to close the doors and windows, and pay attention to adding clothes to keep warm. Although the weather is already very cold, but most areas have not started heating, before that, you must pay attention to personal warmth, if you need to go out, you must slow down when driving the vehicle and keep a distance from the car in front, because the blizzard weather is very easy to cause the vehicle to skid.

1) There are serious defects in the listing and trading system of the market itself, resulting in the prevalence of speculation, and the loss of investment value and resource allocation functions of the market. Political, military, natural disasters and other crises have dealt a serious blow to the confidence of the market, and the market has a psychological panic and cannot continue to operate normally.

2) Low-cost direct financing leads to "inefficient" finance and "inefficient" economic development, which greatly promotes bubbles and causes stock prices to be seriously overvalued. There has been a serious deterioration in a country's macroeconomic fundamentals, and listed companies have difficulties in operation;

3) Economists believe that market globalization is the main cause, because market globalization allows large fluctuations in a major ** to spread around the world in a single day**. Algorithmic trading is only prevalent in the United States, but Hong Kong and Australia, which do not have much algorithmic trading, led the decline on October 19.

4) Portfolio insurance is also one of the reasons. The so-called portfolio insurance is to sell the loss when the market declines. But on that day, all the takers disappeared, and the way portfolio insurance operates is to push the stock price down quickly.

There is a premise here, that is, there must be potential takers. Moreover, portfolio insurance relies on almost unlimited liquidity, which is not always present and sometimes dries up. At a time when everyone wants to sell, this kind of investment masking strategy is not feasible.

5) The most popular theory is that stock market crashes are caused by programmed trading. After the stock market crash, many people said that when the computer program saw the stock price falling, it joined the sell-off according to the mechanism set in the program long ago**, forming a vicious circle, which accelerated the decline of the stock price, and the falling stock price caused the program to sell more heavily**. Algorithmic trading uses a computer program to calculate stock price movements and buying and selling strategies in real time, and algorithmic trading allows large ** trades and futures index trades to be bought and sold at the same time.