In early trading today, A-Shares fluctuated slightly around yesterday's closing point, but the gem index fell more than 2% due to the sharp decline of the first heavyweight Contemporary Amperex Technology Co.Limited(300750) .
on the disk, tourism, pork, sewage treatment, water conservancy construction and other sectors were active, with electrical equipment, new energy vehicles, UHV, energy storage and other sectors leading the decline. The net inflow of funds going north was 3.143 billion yuan.
10 shares included in MSCI index
this morning, MSCI, a world-renowned index company, announced the results of quarterly audit changes. In this adjustment, MSCI China Index added 10 Chinese stocks and eliminated 4. the most striking new stock is the trillion giant China Mobile, which has just been listed. After the end of the green shoe mechanism, China Mobile rose sharply in a row. Yesterday, it rose strongly. Today, it hit a record high again, and China Mobile's H shares also hit a two-year high today.
The re inclusion of Gree Electric Appliances Inc.Of Zhuhai(000651) into the MSCI China Index has also attracted the attention of the market. previously, in December 2020, MSCI announced that Gree Electric Appliances Inc.Of Zhuhai(000651) would be excluded from MSCI standard index and large stock series. MSCI announcement did not provide reasons for exclusion, but Shenzhen stock exchange data showed that at that time, the proportion of Gree Electric Appliances Inc.Of Zhuhai(000651) A shares held by foreign investors such as QFII, rqfii and Shenzhen Stock connect rose to 28.07%. According to relevant regulations, foreign investors will be prohibited from continuing to buy. At that time, the Hong Kong Stock Exchange also announced that since the total overseas shareholding ratio of Gree Electric Appliances Inc.Of Zhuhai(000651) exceeded 28%, Shenzhen Hong Kong stock connect suspended accepting the purchase of the stock from December 14, 2020, and the sale will still be accepted.
According to historical experience, after the proportion of foreign capital holding the subject of A-Shares reaches the upper limit, it is excluded by major international index companies because it no longer has investment space. After that, the index company will observe the excluded targets for 12 months. If the conditions are met again after 12 months, it will consider re inclusion. Gree Electric Appliances Inc.Of Zhuhai(000651) also opened higher in the morning, rising for the fifth consecutive day.
in addition, the list of constituent stocks of MSCI China A-share onshore index and MSCI China all stock index has also been adjusted. MSCI China A-share onshore index increased by 4 constituent stocks, namely Bethel Automotive Safety Systems Co.Ltd(603596) , China Mobile, Cngr Advanced Material Co.Ltd(300919) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , excluding 3 targets. MSCI China all stock index added five new targets, including Gree Electric Appliances Inc.Of Zhuhai(000651) , Cngr Advanced Material Co.Ltd(300919) and LDX ADR, and eliminated five targets. From the morning market, the share prices of companies newly included in the MSCI China index all performed well, among which China Energy Engineering Corporation Limited(601868) rose more than 7% at one time, with the best performance.
In fact, due to the obvious inflationary pressure in the peripheral market, foreign capital has always maintained the trend of increasing allocation to China in recent years. After a record purchase of more than 400 billion yuan of A-Shares last year, Beishang capital continued to increase its position this year, and has bought more than 20 billion yuan of A-Shares again in the past month. Among them, banking, new materials, new energy and other industries are most favored by funds going north; And the Baijiu, bio medicine and other sectors that have risen earlier this year have been reduced by north capital this year.
The stock strategy analyst team of Goldman Sachs Group said that the opening-up and reform momentum of China's market may make the A-share market more valuable and accessible to international investors. Morgan Stanley also said that the current opportunity to invest in Chinese assets is rare.
rumors fell Contemporary Amperex Technology Co.Limited(300750)
The "first brother" Contemporary Amperex Technology Co.Limited(300750) on the gem once plunged by more than 8% in the morning, with a maximum loss of nearly 110 billion yuan in market value. The half day transaction exceeded the whole day transaction yesterday, which also attracted the attention of the market. As the only gem with a market value of more than trillion, Contemporary Amperex Technology Co.Limited(300750) every move has a profound impact on the overall trend of the gem. The gem index also fell by more than 2% in early trading.
However, the decline of Contemporary Amperex Technology Co.Limited(300750) was mainly caused by rumors. Recently, the US Department of Commerce included 33 Chinese entities in its unverified list, including Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) subsidiary Guangzhou Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) Laser Technology Co., Ltd., Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) as the supplier of Contemporary Amperex Technology Co.Limited(300750) . The market is worried that Contemporary Amperex Technology Co.Limited(300750) will be affected.
From the perspective of fundamentals, Contemporary Amperex Technology Co.Limited(300750) still maintains a strong growth trend. According to the 2021 global power battery installed capacity ranking released by SNE research, the global installed capacity of Contemporary Amperex Technology Co.Limited(300750) power battery reached 96.7gwh in 2021, with a year-on-year increase of 167.13%. The global market share increased from 24.6% in 2020 to 32.6%, and ascended the throne of the world's largest power battery enterprise for the fifth consecutive year. Further opened the gap with LG new energy
Contemporary Amperex Technology Co.Limited(300750) in order to consolidate its advantages, it continues to run horses and enclosure in the upstream. Since this year alone, we have successively signed joint venture agreements with listed companies Yongxing Special Materials Technology Co.Ltd(002756) , Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Guangdong Jiayuan Technology Co.Ltd(688388) and invested heavily in lithium carbonate, electrolytic copper foil and other projects.
According to incomplete statistics, Contemporary Amperex Technology Co.Limited(300750) has 10 production bases in the world, including Ningde, Fujian, Xiamen, Jiangsu Liyang, Xining, Qinghai, Yibin, Sichuan, Zhaoqing, Guangdong, Shanghai Lingang Holdings Co.Ltd(600848) , Yichun, Jiangxi, Gui'an, Guizhou and tulingen, Germany. In addition to the joint venture capacity with auto enterprises, Contemporary Amperex Technology Co.Limited(300750) has a total planned capacity of more than 700gwh.
In addition, since 2021, Contemporary Amperex Technology Co.Limited(300750) has successively locked in several long orders, including winning the 57gwh large order of Zhejiang vision under Geely, the 3-year total 15gwh order of Fisker, the Elms order of commercial electric vehicles, the 5-year order of Jinkang new energy, the 4-year order of Tesla, signing a 10-year long-term strategic cooperation agreement with Great Wall Motor Company Limited(601633) and the 7-year order of Mercedes Benz commercial vehicles Obtain Faw Jiefang Group Co.Ltd(000800) 5-year orders and increase the supply of BMW, Volkswagen, Hyundai, Rolls Royce, etc.
market institutions are also optimistic about Contemporary Amperex Technology Co.Limited(300750) , China Merchants Securities Co.Ltd(600999) said that in the global market, Contemporary Amperex Technology Co.Limited(300750) power battery industry has a solid position, the energy storage field has begun to make efforts, is entering the leading stage from catch-up, and has been shaping a large industrial cluster with outstanding global advantages. the company is in the stage of global expansion and has a strong balance sheet. With the company's strict accounting and financial policies (such as depreciation, after-sales service fee, etc.) in the same industry, the profit margin is expected to remain stable in the future. Give a target price of 680-740 yuan. Soochow Securities Co.Ltd(601555) also gives a target price of Contemporary Amperex Technology Co.Limited(300750) 905.8 yuan, which is 503.99 yuan higher than today's noon, with nearly 80% potential space.
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