Today’s stock market, master brothers are back. The gem rose by over 3%, and the four track and road stocks of medicine, Baijiu, new energy and semiconductor counterattacked.
A shares reproduce the market of drinking and taking medicine
gem rose 3%
The large and small indexes rebounded collectively today, the Shanghai index maintained a strong shock trend, and the gem index continued to rise, expanding to 3% near the end of the day.
On the disk, semiconductor, medical care, wine making, medicine and other sectors led the increase, while military industry, education, auto parts, construction, brokerage and other sectors strengthened; CXO concept is active, including lithium battery, BIPV concept and energy storage concept; The tourism sector fell sharply, while the hotel catering, coal, oil, real estate, insurance, banking and other sectors fell.
As of the close, the Shanghai index rose 0.5% to 3446.09 points, the Shenzhen Composite Index rose 1.69% to 13345.63 points, and the gem index rose 3.09% to 2816.44 points; The total turnover of the two cities was 827.5 billion yuan, and the net sale of funds from the North was 3.544 billion yuan.
oversold track stocks welcome the rebound
With the return of the king of the main line of new energy, wind power, UHV, lithium and other branches rose sharply. On the news side, the data released by China Automobile Circulation Association on February 14 showed that in January 2022, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) passenger car terminal market reached 347000, a year-on-year increase of 124%, a record high. Meanwhile, the market penetration rate reached 16.6%, an increase of 11 percentage points compared with 5.7% in January 2021.
East Asia Qianhai Securities said that under the current trend of automobile globalization and electrification, the global sales of new energy vehicles will still maintain a rapid growth trend. There are still structural opportunities in the new energy vehicle sector in 2022, and short-term adjustment may provide a buying opportunity.
The cro sector strengthened significantly, and Chengda pharmaceutical, Wuxi Apptec Co.Ltd(603259) , Joinn Laboratories (China) Co.Ltd(603127) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) and other stocks rose by the limit.
The semiconductor and component sector rose in the short term, Wuxi Taiji Industry Limited Corporation(600667) rose by the limit, Thinkon Semiconductor Jinzhou Corp(688233) rose by more than 17%, and Giantec Semiconductor Corporation(688123) , Advanced Micro-Fabrication Equipment Inc.China(688012) , Nations Technologies Inc(300077) closed higher one after another.
Baijiu stocks strengthened, Kweichow Moutai Co.Ltd(600519) rose more than 2% in the session.
well known funds: it is recommended not to redeem quickly in a short time
A well-known fund company recently answered investors’ questions on the official wechat and suggested not to redeem quickly in the short term. From the perspective of timing, the current is not a good retreat time. At the same time, the overestimation of many popular sectors has also been digested. The valuation of most industries is now at a relatively reasonable level in history, or even underestimated.
For whether to increase positions, the Fund said that the score of this problem depends on the situation. If you are not optimistic about A-Shares and funds held at this stage, and you can’t sleep because of recent fluctuations, it is recommended not to increase your positions rashly; However, if you are firmly optimistic about A-Shares and the funds and fund managers you hold, and can withstand the risk fluctuations of the funds you hold, you can choose to make up your position on bargain hunting. The reason is that making up your position on bargain hunting can help you recover quickly by accumulating shares and sharing costs equally.
Recently, A person from a third-party sales organization told reporters: “In order to facilitate investors to understand the market situation, we provide users with the function of fund ‘weekly sales list’ with reference to industry practices to present the subscription status of products on the platform. In order to improve the ranking logic of the list, we have added the dimension of ‘weekly net subscription amount’ on the basis of a single number of subscribers since February 12. When the ‘weekly net subscription amount’ of a product in the same period is Negative value (i.e. net redemption) does not enter the weekly sales list. “
A person from a third-party sales agency also said: “The starting point of the adjustment of the list rules is to present the market situation more comprehensively and better protect the rights and interests of investors. However, due to our work mistakes, the list rules page was not updated synchronously when the ranking of the ‘weekly sales list’ was updated, so we are very sorry for the misunderstanding and trouble caused to you, and we will optimize it immediately. Thank you very much for your supervision and suggestions, and I We will also continue to strengthen the meticulous and rigorous work and constantly improve investor service and rights protection. “
Zeng Yuqun responded to the price war: Ningde must have the lowest cost and the highest supply reliability
On February 15, the reporter learned from a number of people in the capital market that in the recent research activities of Contemporary Amperex Technology Co.Limited(300750) , chairman Zeng Yuqun personally responded to a number of market concerns.
1) concerns about US Sanctions: consistent with what experts said last week, the only thing that depends on the US now is the chip in BMS, but it is enough to make it not higher than 28nm. 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; There are still some difficulties in how to move China’s extreme manufacturing overseas.
2) 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.
3) 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.
4) several considerations for power replacement: 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 the fuel fee, and the speed of power replacement 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 batteries through business model innovation, and further promote battery recycling.
We 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.
5) 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 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.
6) European market: the last round of centralized bidding was 18-19 years, locking in the supply pattern 25 years ago; Ningde has made great efforts to develop high nickel in the past few years to prepare for a new round of bidding in 22 years. This round basically locks in the market share of 25-30 years, and Ningde is very confident; The next round of technology trend and market pattern after 30 years are not very clear at present.
Yuanqi forest won
There was a hot search in the vitality forest. Life winner vitality forest! Gu ailing, Su Yiming and Xu Mengtao all won the championship!
On the afternoon of February 15, the final of men’s snowboarding platform of Beijing Winter Olympic Games was held on Shougang ski platform, and 12 players participated in the competition. After three rounds of competition, Chinese player Su Yiming won the championship with a total score of 182.50 points. On her first trip to the Winter Olympics, the 17-year-old “little embolus” won one gold and one silver. Canada’s max parrot won the bronze medal with 170.25 points, and Norway’s Le iswellan won the silver medal with 171.75 points.
