The market finally has a trace of warmth!
The peripheral market is still cold, but today’s A-share market is doing well. The three major indexes closed with a certain increase, and the gem index rose sharply for a long time. It is worth mentioning that there is a main line in the market: the Zhejiang sector with a market value of more than 7.7 trillion yuan has a daily limit tide today. So, what is the big stimulus?
from the news, there are three main reasons: first, the national development and Reform Commission will introduce the progress of Zhejiang’s high-quality development and construction of common prosperity demonstration area, and the press conference will be held on the 16th; Second, the 2022 Asian Games in Hangzhou will be held in Hangzhou, Zhejiang, China from September 10 to 25, 2022, and the construction of relevant projects has been started. Third, the regulations of Zhejiang Province on public data will come into force on March 1, 2022. Analysts believe that this will stimulate the value of factors.
However, another sector collapsed, and the iron ore futures sector fell by the limit. Today, in view of the recent abnormal fluctuations in iron ore prices, the price supervision and Competition Bureau of the State Administration of market supervision, the price department of the national development and Reform Commission and the futures Department of the CSRC jointly held a meeting to learn more about the changes in port inventory of iron ore trading enterprises and their participation in iron ore futures and spot trading, and remind and warn relevant enterprises not to fabricate and release false price information, and not to maliciously hype Hoarding and driving up prices, calling on relevant state-owned enterprises to take the initiative to assume social responsibility and help the government ensure supply and stabilize prices.
85 billion funds suddenly poured into Zhejiang sector
Today, the most beautiful person in the A-share market is undoubtedly the Zhejiang sector. Nearly 20 stocks in the whole sector rose by the limit or more than 10%. As of the closing, the turnover of the whole sector exceeded 85 billion yuan.
is Zhejiang sector going to become the first tuyere in the year of the tiger? Analysts believe that further observation may be needed. In terms of news, this sector is mainly stimulated by three factors:
First, the national development and Reform Commission will hold a press conference on the promotion of Zhejiang’s high-quality development and construction of a demonstration area for common prosperity on the 16th. On June 10 last year, the CPC Central Committee and the State Council issued the “opinions on supporting Zhejiang’s high-quality development and building a demonstration area for common prosperity”. The opinions pointed out that at present, China’s unbalanced and insufficient development is still prominent, there is a large gap between urban and rural regional development and income distribution, and the basis and conditions for promoting common prosperity vary from region to region. Promoting the common prosperity of all the people is a long-term and arduous task. It is necessary to select some areas for trial and demonstration. More than half a year has passed. How is the situation? What good measures are worth learning from? The outside world has a lot of expectations.
Second, the 2022 Asian Games in Hangzhou will be held in Hangzhou, Zhejiang, China from September 10 to 25, 2022, and the construction of relevant projects has been started. Hongrun Construction Group Co.Ltd(002062) on February 14, the company said on the investor interaction platform that the projects related to the Asian Games won the bid include: Zhejiang Ocean Sports Center (Yafan Center), songlanshan tourist service center in Xiangshan County and the surrounding environment improvement project, Hangzhou Bo’ao tunnel project and Hangzhou Asian Games related subway construction project. In addition, recently, more and more citizens went to the first floor of Kunlun building where Hangzhou Asian organizing committee is located – the licensed commodity retail store of Hangzhou 2022 Asian Games, and many mascot related commodities have been bought out of stock.
Third, the regulations of Zhejiang Province on public data will come into force on March 1, 2022. Analysts believe that this will stimulate the value of factors. By the end of 2021, Zhejiang had collected more than 83.85 billion public data, ranking first in the country. According to Zhejiang Daily, the open sharing of public data has not only produced economic benefits, but also brought social benefits.
big news from “ningwang”
Today, another highlight of the market is the gem. The gem rose by 3% at the close.
Among them, Contemporary Amperex Technology Co.Limited(300750) is indispensable. After a series of losses, the stock finally stabilized. The closing rose by nearly 4%, contributing nearly 20 points to the growth enterprise market index.
So why can Contemporary Amperex Technology Co.Limited(300750) stabilize? A big news began to circulate in the market last night. The content of this message is as follows:
in yesterday’s institutional research activity, Ning De came out to answer many questions of concern to the market:
First, the United States is worried about sanctions: consistent with what experts said last week, the only thing that depends on the United States is the chip in BMS, but this is not high. 28nm is enough. At present, domestic alternative technologies are available. Ningde will enter the U.S. market and is talking about cooperation with U.S. car companies and energy storage customers (such as joint venture factory construction). It is ideal to build a factory in Mexico / Canada.
Second, technology R & D: Ningde’s new technology layout is not limited to the existing direction of the industry, but also some leading chemical material innovation. The basis of R & D innovation is the company’s large-scale data collection and high computing power computing platform; This is something second tier players don’t have.
Third, customers: there will be other players who rely on price to grab the market, but Ningde must have the lowest cost and the highest supply reliability. Ningde believes that OEM should not bear the risk of supply chain fluctuation for a little discount when making the strategy of electric transformation. For car enterprises with sales of more than 1 million vehicles, it is normal to introduce multiple suppliers.
Fourth, several considerations for changing electricity: we want to strive for a market with a relatively low penetration rate of 80000-120000 electric vehicles – the price of cars without batteries can reach 70000, the monthly battery rental cost is about the same as that of oil, and the speed of changing electricity is also about the same as that of refueling. Ningde can own battery assets, give full play to its technical advantages of “long cycle life” of battery through business model innovation, and further promote battery recycling. Ningde can not only be a manufacturing enterprise, but also build a new energy service platform, and publicize Ningde’s brand and quality advantages to consumers through this channel.
Fifth, the price rise of lithium: Ningde has sufficient supply guarantee, but there is no way to increase the price of raw materials in the short term. In the long run, the new production capacity will be released in 1.5-2 years; In addition to locking in upstream resources, Ningde has also arranged mining in Sichuan (as a strategic reserve). In addition, the proportion of lithium metal recovery has also increased significantly. Ningde not only recovers nickel cobalt lithium, but also plans to recover LFP, negative graphite, lithium in 6F, etc.
Sixth, the European market: the last round of centralized bidding was 2018-19, locking in the supply pattern before 2025; Ningde has made great efforts to develop high nickel in the past few years to prepare for a new round of bidding in 2022. This round basically locks in the market share from 2025 to 30 years, and Ningde is very confident; The next round of technology trend and market pattern after 2030 are not very clear at present.
Today, some media also confirmed that the above information is accurate.
iron ore collapsed
However, the strong cycle sector began to callback, and it is precisely because of the callback of this kind of sector that it gave Contemporary Amperex Technology Co.Limited(300750) this kind of growth stocks a chance to breathe.
Today, in view of the recent abnormal fluctuations in iron ore prices, the price supervision and Competition Bureau of the State Administration of market supervision, the price department of the national development and Reform Commission and the futures Department of the CSRC jointly held a meeting to learn more about the changes in port inventory of iron ore trading enterprises and their participation in iron ore futures and spot trading, and remind and warn relevant enterprises not to fabricate and publish false price information, Do not maliciously hype, hoard and bid up prices, call on relevant state-owned enterprises to take the initiative to bear social responsibility and help the government to ensure supply and stabilize prices.
Relevant departments pay close attention to the changes in iron ore prices and will further take effective measures to effectively maintain the normal order of the market. In the next step, the State Administration of market supervision will pay close attention to the changes of market prices and severely crack down on illegal acts such as fabricating and disseminating price increase information, hoarding and buying up prices.
A few days ago, there were similar regulatory actions against the rise of coal prices. By analogy, with the rise of the price of strong cycle varieties, the regulatory expectation will become stronger and stronger. Therefore, whether it is futures or stocks, the risk of speculation and price rise expectation may also be greater and greater.
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