Is it the next outlet? Institutions said that comparable to new energy vehicles, leading stocks have been launched

category:Finance
 Is it the next outlet? Institutions said that comparable to new energy vehicles, leading stocks have been launched


CNN said the letter was the first step for the agency to acknowledge the failure of the trump administration. Two weeks ago, Biden announced that he had won the US presidential election. The report further said that the letter showed that Murphy officially signed the Biden victory. The move will also formalize the transition process, allow incumbent government officials to coordinate with the incoming Biden team and provide millions of dollars in government funding for the transition.

President trump confirmed the news on social media. Trump tweeted that he was grateful for Emily Murphys dedication and loyalty to the country and that she was threatened and harassed.. Our litigation is still going on, and we will continue to work hard. I believe we will win Trump tweeted.

The General Services Administration is one of the lowest profile agencies in the federal government, responsible for the management of federal buildings, so it is also known as the landlord of the United States government. According to U.S. law, the U.S. presidents power transfer process can only be formally carried out after the General Services Administration confirms one partys victory, signs a letter, and formally transfers millions of dollars of funds.

As for Trumps life after leaving office, US weekly magazine and ABC revealed on the 23rd that the US secret service is preparing for Trumps retirement life. Some secret service agents were asked whether they are interested in protecting trump full-time in Florida. The US media also revealed that the trump and his wifes Haihu manor residence is under renovation, and they may move in after leaving the White House. There are also rumors that trump will choose to stay in golf clubs in New York and New Jersey.

Biden announced a list of cabinet members

According to Fox News, US President elect Biden announced a series of cabinet members on November 23, including the nomination of Antony Blinken as secretary of state, Alejandro MAYORKAS as as secretary of homeland security, Avril Haines as director of intelligence, and Jack Sullivan as the state of the White House Linda Thomas Greenfield, a security adviser, serves as the permanent representative of the United States to the United Nations.

Biden also named former Secretary of State John Kerry as the presidents climate envoy and will be on the National Security Council. Fox said it was the first time the National Security Council had included officials working on climate change, but Kerrys position was not in the cabinet.

The theme of new energy vehicles is overheating

Since November, the trend of new forces of car making has been eye popping. In just 16 trading days, the stock price of ideal automobile has risen by 272%. Since November, ideal automobile and Weilai have risen by 116% and 82% respectively. On the A-share side, new energy vehicle giants BYD and Great Wall Motor once again rose after a brief adjustment, with a cumulative increase of more than 10% in the past three trading days. In the early trading today, BYD once rose more than 5%, and Great Wall Motor once rose more than 3%.

New energy vehicle big bull stock Xiaokang shares continue trading rhythm, since last week, the cumulative harvest of 6 trading board. Yesterday evening, Xiaokang shares issued a risk warning, saying that in the second half of this year, the company focused on promoting the marketing of new energy vehicles under its seles brand. Due to the uncertainty of market competition pattern and future market demand, there is a risk that sales are not as expected.

However, it can be clearly seen that the overall theme of new energy vehicles is overheated, and the valuation has risen substantially. The latest P / E ratio of BYD, Ningde times and Ganfeng lithium industry is far more than 100 times, while that of Yiwei lithium energy is close to 100 times. Hong Hao, managing director and research director of BOCOM international, said that the new energy vehicle industry is a long-term opportunity, but the market has digested this 10-year opportunity in 10 days. If you make money in the early stage of new energy vehicles, you can take profits and take a look.

Fuel cell or become the next tuyere

So, after the new energy vehicle, where is the next air outlet? The latest research report of Guojin securities points out that from now on to the first quarter of next year, fuel cells will usher in the largest round of market since 2019. Over the past five years, fuel cells are expected to be loaded with 100000 units, and the industrial scale will eventually be the same or even larger than that of lithium batteries. The market value of leading enterprises will exceed 100 billion. The main driving factors include:

2. The logic of industry leader has been confirmed, and the policy has been gradually implemented. Therefore, it is clear that the situation in the next two years is clear at this time point. The curve of industry growth and cost decline is basically clear. The cost competitive advantage of fuel cell heavy truck compared with diesel heavy truck can be seen, which is the long-term logic of industrial development.

3. Since the beginning of this year, the science and technology sector, especially the new energy sector, has seen a big rise, but the fuel cell sector has not risen. People still regard it as a speculation concept. However, with the implementation of policies and the decline of costs, more and more investors have realized that the industry has begun to become active. At present, it is just the beginning of the active state, which is a good time to intervene.

In fact, some fuel cell concept stocks have taken the lead. According to the statistics of securities times and data treasure, as of yesterdays closing, more than a dozen stocks, including Yunlv shares, yihuatong, Zhongding shares, Longpan technology and BAIC bluevale, have increased by more than 20% since November. Among them, yunaluminum shares have the strongest performance, with a cumulative increase of 59.38% during the period. Yunan aluminum said on the interactive platform that Yunnan Chuang Neng feiyuan metal fuel cell Co., Ltd. (hereinafter referred to as Chuang Neng feiyuan) is a joint-stock enterprise of the company. The company invested 12 million yuan and held 6.46% of its equity. According to the official website of Chuang Neng feiyuan, a 20MW aluminum air battery production line has been built, with a production base of more than 4000 square meters.

In addition, according to the consensus forecast data of more than five institutions, 14 of the fuel cell stocks are expected to increase their net profit this year. Among them, Changying Precision Co., Ltd. predicts that the highest increase in net profit is expected to reach 553 million yuan, with a year-on-year increase of 559.13%. Changying precision is a leading manufacturer of precision electronic components in China, mainly engaged in the development, design, manufacturing and sales of mobile phone mechanism accessories, LED precision bracket, precision mold, etc. Changying precision said on the interactive platform in February that its wholly-owned subsidiary hydrogen power is engaged in the R & D, production and sales of metal plates for hydrogen fuel cells. (data treasure Liang Qiangang)

Source: Securities Times editor in charge: Yang Bin_ NF4368