[midday review strategy] {123567}
The index rebounded in the morning, led by the gem index. As of midday closing, the Shanghai index rose 0.4%, the Shenzhen Composite Index rose 1.4% and the gem index rose 2.64%.
In terms of sectors, diamond cultivation, CRO, Hangzhou Asian Games, semiconductors and components, traditional Chinese medicine and other sectors led the increase, while tourism, airport shipping, coal, oil and gas.
On the disk, the track stocks rebounded in the morning, the cro and semiconductor sectors were stronger, and Chengda pharmaceutical’s 20cm daily limit was 2 consecutive sectors. Track stocks such as lithium and wind power were also active in the session. Infrastructure stocks strengthened again in the session, Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) 20cm limit and Zhejiang Construction Investment Group Co.Ltd(002761) limit for seven consecutive sectors. In terms of decline, the recently active tourism sector adjusted significantly today.
Overall, individual stocks rose more and fell less, with more than 2300 stocks rising. The half day turnover of Shanghai and Shenzhen stock markets reached 516.2 billion yuan, down 49.1 billion yuan from the morning of the previous trading day.
[message plane]
1. Zeng Yuqun responded to six questions: Ningde must have the lowest cost and the highest supply reliability
The financial Associated Press 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: now the only thing that depends on the United States is the chip in BMS, but this is not high enough to be made at 28nm. At present, domestic technology is available. 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. Other players rely on price to grab the market, but Ningde must have the lowest cost and the highest supply reliability. In terms of power replacement, I want to strive for a market with a relatively low penetration rate of 80000-120000 electric vehicles – the car price without batteries can reach 70000. The monthly battery rental cost is similar to the oil fee, and the speed of power replacement is also similar to 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. For the relevant information about the contents of the minutes, Contemporary Amperex Technology Co.Limited(300750) the relevant person in charge told the associated press, “there will be an announcement today.”
