Closing comments: Chuang index rose 0.68percent, this week accumulated 4.27percent, liquor making plate strengthened

category:Finance
 Closing comments: Chuang index rose 0.68percent, this week accumulated 4.27percent, liquor making plate strengthened


Societe Generale Securities said that with the changes in the supply and demand structure of the industry, domestic vaccine enterprises with innovative ability are expected to usher in a both quantity and price rise market. In the future, the two types of enterprises are expected to stand out in the innovation tide of domestic vaccine industry. First, the head enterprises with systematic advantages are expected to achieve constant strength among the strong. Second, the rising star with outstanding innovation ability is expected to overtake on the curve.

Caixin Securities believes that since the previous low, the banking sector has basically returned to the position at the end of the previous year, and the overall valuation has been continuously repaired. The current low base corresponds to the future growth space improvement, and the performance growth certainty is high. It is suggested that we should pay attention to the individual stocks of high-quality banks under the undervalued repair market.

Zhongtai Securities pointed out that the slowdown of capital expenditure on the supply side may lead to the bottleneck of resource supply in 2021, while the demand side need not worry. The global new energy vehicle market ushers in the policy adding period, and the competitiveness of high-quality models such as Tesla is obvious. The electric vehicle market is expected to enter the development stage driven by external force plus endogenous growth. It is estimated that the growth rate of global new energy vehicles will maintain at 50% in 2021 about. As the growth rate of traditional demand dominated by consumer electronics turns positive, lithium cobalt prices may start a new round of upward cycle. window.__ STOCK_ COMPONENT__ .push({code:000001,type:SH_ Index , tag: time }; source: Netease Financial Editor: Yang Qian_ NF4425

Zhongtai Securities pointed out that the slowdown of capital expenditure on the supply side may lead to the bottleneck of resource supply in 2021, while the demand side need not worry. The global new energy vehicle market ushers in the policy adding period, and the competitiveness of high-quality models such as Tesla is obvious. The electric vehicle market is expected to enter the development stage driven by external force plus endogenous growth. It is estimated that the growth rate of global new energy vehicles will maintain at 50% in 2021 about. As the growth rate of traditional demand dominated by consumer electronics turns positive, lithium cobalt prices may start a new round of upward cycle.