On February 17, affected by geopolitical news, the A-share market plunged once this afternoon, and the three indexes fell sharply, but finally rebounded tenaciously, and the three indexes rose for three consecutive trading days.
As of the close, the Shanghai Composite Index rose 0.06%, the Shenzhen Component Index rose 0.35%, the gem index rose 0.76%, the lithium battery industry chain led the rise, and the gold sector rose twice in the afternoon. The turnover of the two markets exceeded 900 billion yuan, which was larger than yesterday, including 355.783 billion yuan in Shanghai and 553.016 billion yuan in Shenzhen.
In terms of capital, the data showed that the net inflow of north-looking funds on the 17th was 1.72 billion yuan, including 1.637 billion yuan from Shanghai Stock connect and 83 million yuan from Shenzhen Stock connect. The net outflow of main funds was 6.049 billion yuan, but lithium stocks were fiercely raised.
Tesla also came to grab lithium
lithium battery industry chain led the rise
Today, A-Shares rebounded, and the lithium battery industry chain in subject stocks was eye-catching, leading the market. In terms of individual stocks, 1580 stocks rose in the two cities, of which 59 stocks rose by the daily limit; The number of falling stocks was 2945, and 15 stocks fell by the limit.
Among shenwanyi industries, nonferrous metals, environmental protection and power equipment industries led the increase, rising by 3.09%, 2.24% and 2.14% respectively; The media, social services and real estate industries led the decline, down 1.51%, 1.39% and 1.30% respectively.
The performance of lithium battery industry chain was eye-catching. In the lithium extraction sector of Salt Lake, Bgt Group Co.Ltd(300774) rose by more than 13%, the limit of East China Engineering Science And Technology Co.Ltd(002140) , Jinyuan Ep Co.Ltd(000546) , Tianqi Lithium Corporation(002466) , Shenzhen Sunrise New Energy Co.Ltd(002256) , Ganfeng Lithium Co.Ltd(002460) , Chengxin Lithium Group Co.Ltd(002240) , Tibet Mineral Development Co.Ltd(000762) rose sharply. In the lithium battery sector, Henan Qingshuiyuan Technology Co.Ltd(300437) 20cm rose by the limit, Guangzhou Great Power Energy&Technology Co.Ltd(300438) rose by more than 12%, and many stocks such as Tus Environmental Science And Technology Development Co.Ltd(000826) , Jinzhou Jixiang Molybdenum Co.Ltd(603399) , Yunnan Yuntianhua Co.Ltd(600096) , Sinomine Resource Group Co.Ltd(002738) rose by the limit.
On the news side, Tesla also came to rob lithium. liontown resources, an Australian lithium miner, announced on Wednesday that it had signed a five-year agreement with Tesla to supply spodumene concentrate to the electric vehicle manufacturer. according to the agreement, Tesla will purchase 100000 dry metric tons (DMT) of spodumene concentrate in the first year from 2024 and increase it to 150000 dry metric tons per year in subsequent years. Liontown will supply lithium ore from its Kathleen Valley lithium project in Western Australia, which is expected to begin commercial production in 2025. The supply to Tesla will account for about one-third of the annual production capacity of the project.
Northeast Securities Co.Ltd(000686) said that in terms of demand, the new energy vehicle industry chain has entered an era of endogenous growth, and the demand pull has strong explosive power; In terms of supply, high-quality new mines are scarce, and overseas stock mines are also under repair. In addition, the governments and people of Chile, Mexico, Serbia and other countries are tightening their attitudes towards the development of local lithium resources. In the medium and long term, the increment that new projects can provide in the next few years may be very limited, and the new lithium supply will be difficult to match the demand growth of 100000-250000 tons of LCE + per year, The contradiction between supply and demand in the industry may exist for a long time. We are optimistic about the long-term high prosperity of “white oil” lithium resources, and the allocation value of lithium resource targets with high performance release certainty and significant marginal improvement is more prominent.
Tesla won the reputation infringement case
According to the official account of WeChat public of Shanghai Consumer Protection Committee, a few days ago, the court decided to prosecute a driver’s behalf for a driving case. The court decided that the driver of the driver’s court was in the ten day of the decision of the decision to make an apology from the WeChat platform to the plaintiff Tesla (Shanghai) tiktok limited and continued for at least 30 days. The total amount of compensation for the plaintiff’s economic losses and reasonable expenses for safeguarding rights is 20000 yuan
source: WeChat official account
Previously, the drivers of Changsha Shenzhou Valet and micro Valet platforms had made large advertisements locally and posted them in a commercial center in Changsha. The advertisement declared that “due to the quality problem of Tesla’s brakes, in order to maintain the life safety of substitute drivers, we refuse to provide substitute driving services for Tesla brand cars.” After the billboard was posted, the driver of the generation released the photos of the billboard on his tiktok account and WeChat, causing netizens’ attention and heated debate.
In Tesla’s view, the valet driver directly publicized Tesla’s “brake failure” as a fact without the detection of authoritative institutions and official notification. At the same time, he added the QR code of its registered Shenzhou Valet and wechat Valet platform to the billboard, causing the misunderstanding that the valet platform official has recognized Tesla’s “brake failure” to netizens, It had a serious adverse impact on Tesla’s brand reputation and sued the driver for compensation.
the precious metal sector continued to rise in the afternoon
Today’s geopolitical situation was repeated, and the price of gold futures continued to rise. As of 16:00, Comex gold rose 0.32% to US $1877.5/ounce.
A-share gold stocks also experienced two straight-line rises in the afternoon. Within the precious metal sector, Hunan Gold Corporation Limited(002155) , Western Region Gold Co.Ltd(601069) rose by the limit, Zhongrun Resources Investment Corporation(000506) rose by more than 7%.
For the gold sector, East Asia Qianhai Securities said that global inflation was high and the shock of gold price was stronger. In the medium and long term, gold has excellent anti inflation properties, and a higher inflation level will drive the gold price upward. Overseas outbreaks and geopolitical conflicts intensified, economic uncertainty increased, and gold prices were supported. Under the high operation of gold price, relevant gold production enterprises may benefit.
main funds rush to raise lithium stocks
In the case of a net capital inflow of more than 1.7 billion yuan in the north, from the perspective of the main capital, the data showed that on the 17th, the main capital of the two cities had a net outflow of 6.049 billion yuan, 1879 stocks had a net inflow of main capital, and 2754 stocks had a net outflow of main capital.
In terms of industry, wind data shows that today’s non-ferrous metals, power equipment and basic chemical industries rank first in terms of net capital inflows, with net inflows of 5.565 billion yuan, 4.631 billion yuan and 998 million yuan respectively; The net outflow of main funds from the computer, architectural decoration and media industries ranked first, with a net outflow of 3.208 billion yuan, 2.918 billion yuan and 2.099 billion yuan respectively
the main capital flows of the industry today
In terms of individual stocks, Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) main capital net inflows ranked first, with net inflows of 2.043 billion yuan, 859 million yuan and 775 million yuan respectively. The net outflow amount of Hengbao Co.Ltd(002104) , Wuliangye Yibin Co.Ltd(000858) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) main funds ranked first, with a net outflow of 868 million yuan, 506 million yuan and 419 million yuan respectively. The main funds increased their positions in lithium stocks violently, and Tianqi Lithium Corporation(002466) with a market value of 141.7 billion won the net inflow of main funds of more than 2 billion yuan, while Hengbao Co.Ltd(002104) and other high-level theme stocks were greatly reduced by the main funds. The Hengbao Co.Ltd(002104) of the previous 9-day 7-board rose and fell today, down 9.14%, with a full day turnover of 5.03 billion yuan and a turnover rate of 57.13%
Top 10 stocks of net inflow amount of main funds today
Top 10 stocks of net outflow amount of main funds today
For the current market, Founder Securities Co.Ltd(601901) said that the oversold is the biggest driving force of the rebound. This round of rebound is expected to continue. Structurally, it is more optimistic about the performance of small cap stocks of science and technology growth under the logic of zhugra cycle of emerging industry.
Galaxy Securities said that it is optimistic about the overall market in February and still optimistic about industries and individual stocks with large early correction range and high outlook. The structural market will focus on specialization and innovation, double carbon, meta universe and consumption. Under the influence of relatively loose monetary policy, market sentiment will be further stimulated and optimistic about manufacturing and consumer enterprises with brand advantages.
