Today's market hot spot is flat.
On January 27, the Shanghai index fell below the 3400 point mark, and the gem index fell more than 3% in the afternoon. the concept of digital economy led by digital currency and domestic software led the decline . Nearly 4400 shares in the two cities were in a state of decline, with less than 300 rising stocks and less than 20 rising stocks.
On the news front, at 3 a.m. Beijing time on January 27, the Federal Reserve announced the resolution of the FOMC meeting in January, announced to maintain the policy interest rate of 0 to 0.25%, and the target range of the federal funds interest rate remained unchanged. It was clear that it would withdraw from QE in March this year, suggesting that there was a great probability of raising interest rates in March. The agency said that the resolution was in line with market expectations; At the same time, Powell's clear signal of raising interest rates in March may also be carried out soon. For a shares, the potential risks of us shares have not been fully released, and it is expected that they will still cause some disturbance to China's stock market in the future. However, the adjustment of nearly 10% of A-Shares since the beginning of the year has released most of the risks, and it is expected to improve after the festival.
fund giants have purchased
Today, the market performance was poor, investors' sentiment fell into a downturn, and the transaction volume of the two cities was below trillion yuan for five consecutive trading days. In this context, huitianfu, e fund, GF, Fuguo, Nanfang, harvest and other fund companies have also sold their own partial stock funds, with a self purchase amount ranging from 50 million yuan to 200 million yuan.
Market analysts believe that the self purchase of many funds can alleviate the confidence of holders, but it will not immediately change the market rhythm because of the self purchase of fund companies
the mass production of n-type battery was started in the first year, and many shares were ambushed with funds
Recently, in the photovoltaic sector, the performance of n-cell concept stocks is relatively strong. In the context of the decline of the market in recent days, many concept stocks still gained a lot of gains.
From the perspective of industry fundamentals, p-type perc battery has been close to the efficiency ceiling, and the cost reduction speed has slowed down. Compared with the traditional p-type single crystal battery and p-type polycrystalline battery, n-type battery has the advantages of high conversion efficiency, high double-sided rate, low temperature coefficient, no light attenuation, good weak light effect and longer carrier life. The improvement of battery process and efficiency has been significantly accelerated, and there is more room for improvement of conversion efficiency in the future.
N-type battery is most expected to replace p-type battery and become the next generation of mainstream technology. TOPCON and hjt are the focus of the current n-type technology route. At the same time, the technical routes of IBC, HBC and perovskite are also highly respected, which has become the breakthrough point of many enterprises, especially the new forces of batteries.
China Securities Co.Ltd(601066) believes that n-type cells (TOPCON and hjt) will be major variables and opportunities in the photovoltaic sector this year. 2022 will become the first year of new photovoltaic cell technology, which deserves special attention. Wanlian Securities said that under the high growth of photovoltaic demand + technology iteration, n-type battery will accelerate the replacement of p-type. TOPCON and hjt will join hands to enter the mass production stage, and the leading equipment manufacturers with leading technology advantages will benefit first.
According to the statistics of securities times · databao, 15 of the A shares are equipped with n-type batteries (TOPCON and hjt). Jingke energy is a technology innovation board company listed yesterday. As a leading photovoltaic enterprise, Jingke energy took the lead in shouting the slogan of "leading the n-type upgrading of the photovoltaic industry". The shipment of n-type components is expected to reach 10GW in 2022, which is expected to become the leader of the new generation of battery technology. The company rose 111% on the first day of listing, with a total market value of more than 100 billion yuan. In the past two days, the main funds have continuously made a net inflow, with a total inflow of 4.57 billion yuan.
Since this week, the share price of Hainan Drinda Automotive Trim Co.Ltd(002865) has risen by 20.29%, that of Jolywood (Suzhou) Sunwatt Co.Ltd(300393) has risen by 12.37%, and that of Guangdong Golden Glass Technologies Limited(300093) and Yingkou Jinchen Machinery Co.Ltd(603396) has ranked first. On the whole, the recent stock price performance of n-type battery concept stocks is stronger than the market.
With the overall correction of the photovoltaic sector, the share prices of many stocks have experienced a deep correction. The share price of Yingkou Jinchen Machinery Co.Ltd(603396) has exceeded 60% of the high point of last year, and the share price correction ranges of Shenzhen S.C New Energy Technology Corporation(300724) , J.S.Corrugating Machinery Co.Ltd(000821) , Risen Energy Co.Ltd(300118) have exceeded 40%. From the perspective of recent funds, since this week, funds have ambushed many oversold stocks. In addition to Jingke energy, the main funds also flowed into Jolywood (Suzhou) Sunwatt Co.Ltd(300393) , Guangdong Golden Glass Technologies Limited(300093) , Yingkou Jinchen Machinery Co.Ltd(603396) , Wuhan Dr Laser Technology Corp.Ltd(300776) , Wuxi Autowell Technology Co.Ltd(688516) , Shenzhen S.C New Energy Technology Corporation(300724) . In terms of capital, since this week, Longi Green Energy Technology Co.Ltd(601012) and Suzhou Maxwell Technologies Co.Ltd(300751) have obtained more than 100 million yuan of northbound capital.
At present, 7 shares have issued the performance forecast for 2021, and the performance of Suzhou Maxwell Technologies Co.Ltd(300751) , Tongwei Co.Ltd(600438) , Trina Solar Co.Ltd(688599) , Wuxi Autowell Technology Co.Ltd(688516) is expected to increase. The performance forecast types of Risen Energy Co.Ltd(300118) and Jolywood (Suzhou) Sunwatt Co.Ltd(300393) led the losses, while the performance of Jingke energy decreased slightly.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
