Shanghai index stick to 3400! The concept of new energy vehicles is going crazy

category:Finance
 Shanghai index stick to 3400! The concept of new energy vehicles is going crazy


China is about to implement the new export regulations (export control law of the peoples Republic of China) on December 1, this year. Overseas importers are worried about further reducing the supply of rare earth, so they add orders to Chinese sellers, which has promoted the price of rare earth to a certain extent. The agency believes that the continued recovery of wind power installed capacity and the demand for new energy vehicle permanent magnet motors opened the prelude to high growth of rare earth demand, and the downstream replenishment of heavy and light rare earth prices is still expected to rise.

Yesterday evening, a number of wine companies announced the situation of shareholder reduction, and the liquor making plate was again significantly shaken and callback today. Highland barley wine has been trading six times in nearly nine trading days. In reply to the concern letter of Shenzhen Stock Exchange last night, Huashi investment, the controlling shareholder of the company, reduced 720000 shares in total during the stock change period, accounting for 0.16% of the total share capital of the company. Affected by this, highland barley wine hit the limit in the morning, and still fell 7.41% as of the midday closing.

CICC has previously reminded that some small wine speculation has deviated from the fundamentals, or there is a greater overdraft on the performance growth. Funds to promote the rise, investors need to be alert to the impact of short-term sentiment.

Institutions: A-share fever rises, but shock pattern is hard to change

Ping An Securities believes that under the background of uncertainty gradually landing, the market risk preference still has support, but the liquidity maintains a tight balance, so it still maintains the view of A-share market range volatility. In terms of structure, the cyclical plate is still relatively strong against the background of expected enhancement of vaccine landing.

Founder Securities said that the current Pro cyclical style is expected to continue to strengthen. Considering the prosperity and valuation level, it will focus on the allocation of three sub areas. First, the strong cycle of non-ferrous, benefited from the global pricing of bulk commodity prices, the supply and demand pattern has further improved, and the volume and price of leading companies have risen simultaneously; second, transportation, there is a large space for overseas economic recovery, and after the emergence of vaccines, global navigation will be carried out The third is the big finance. From the background of all the big financial rises, they all happened in the period when the economic expectation is obviously improved or the liquidity is greatly relaxed. At the beginning of the year, the financial market often switches. Industrial Securities pointed out that science and technology is the long-term main line. Top level design + high quality development demand driven + reducing financing difficulty, multiple factors promote the growth of science and technology into a long-term upward channel. In the short term, consumer electronics, 5g applications, military industry, etc., which focus on the continuous release of performance in the short term, and focus on the domestic substitution of neck sticking links promoted by the 14th five year plan in the medium and long term, such as semiconductor chain, new materials, etc. In the short term, the Sino US friction and repeated bubbles have made the growth plate fluctuate, but the fluctuation does not change the upward trend. Investment in big innovation is easy to win the future, which is suitable for long-term and short-term. Source of this article: Yang Bin, editor in charge of E Company_ NF4368

Founder Securities said that the current Pro cyclical style is expected to continue to strengthen. Considering the prosperity and valuation level, it will focus on the allocation of three sub areas. First, the strong cycle of non-ferrous, benefited from the global pricing of bulk commodity prices, the supply and demand pattern has further improved, and the volume and price of leading companies have risen simultaneously; second, transportation, there is a large space for overseas economic recovery, and after the emergence of vaccines, global navigation will be carried out The third is the big finance. From the background of all the big financial rises, they all happened in the period when the economic expectation is obviously improved or the liquidity is greatly relaxed. At the beginning of the year, the financial market often switches.