Index tracking
[Shanghai and Shenzhen composite index] Shanghai Composite Index rose 0.06% to close at 3468.04 points; The Shenzhen Component Index rose 0.35% to close at 13422.90; The gem index rose 0.76% to close at 2839.83.
[industry tracking] industry: 12 industries rose and 18 industries fell. Among them, nonferrous metals, environmental protection and power equipment sectors led the increase, with increases of 3.09%, 2.24% and 2.14% respectively; Media, social services, real estate and other sectors led the decline, with declines of – 1.51%, – 1.39%, – 1.30%.
Comments
Nonferrous metals sector led the gains. Mainly driven by the rise of relevant metal enterprises in the upstream of new energy, the price of battery grade lithium carbonate has continued to rise recently. As of the 16th, the price of battery grade lithium carbonate has exceeded 400000 yuan / ton, and the high rise of lithium carbonate price has driven the strength of relevant sectors in the upstream of new energy; From the demand side perspective, under the background of increasing penetration of new energy vehicles, the industry demand is expected to remain high in the future, which will support the industry profits. In terms of individual stocks, Tianqi Lithium Corporation(002466) , East China Engineering Science And Technology Co.Ltd(002140) , Jinyuan Ep Co.Ltd(000546) and other individual stocks rose by the limit.
The environmental protection sector led the increase. On June 16, the State Council issued the notice on the third national soil survey. The notice made it clear to speed up the construction of a new development pattern, promote high-quality development, follow the principles of comprehensiveness, scientificity and professionalism, comprehensively find out China’s soil types and distribution laws, the current situation and change trend of soil resources, and truly and accurately grasp the soil quality Basic data such as characters and utilization status. Under the catalysis of the news, the strength of the sector was promoted. In terms of individual stocks, Qingdao Greensum Ecology Co.Ltd(300948) , Bceg Environmental Remediation Co.Ltd(300958) , Tus Environmental Science And Technology Development Co.Ltd(000826) and other individual stocks rose by the limit.
The concept of gold is stronger. The gold sector is mainly catalyzed by the news of overseas tensions. Russian media reported that Ukraine opened fire on the disputed area in eastern Ukraine. Under the catalysis of the news, the market risk aversion increased, and gold and crude oil futures rose one after another, which led to the strength of the gold concept sector. In terms of individual stocks, Jinyuan Ep Co.Ltd(000546) , Hunan Gold Corporation Limited(002155) , Western Region Gold Co.Ltd(601069) and other stocks rose by the limit.
Outlook
This afternoon, the two cities weakened under the catalysis of overseas news, and the Shanghai Composite Index closed up slightly in the late trading. At the news level, the Federal Reserve released the minutes of the interest rate meeting in January last night, without mentioning the relevant information about the range of the first interest rate increase and the number of interest rate increases in the year, and the short-term interest rate increase is expected to cool down to a certain extent. In terms of the market, the top gainers tend to be in the direction of performance support. Under the disturbance of overseas risks, the sectors with better profits and reasonable valuation have a certain margin of safety. At the configuration level, pay more attention to the direction with performance support and policy force, such as nonferrous metals, infrastructure, green power, digital economy, etc.
Risk warning: the profit of the enterprise is less than expected; Increased volatility in overseas markets; Systemic risk
