Midday interpretation: both cities rose, led by the securities industry

[morning review]

In the morning, both cities rose and the gem fell. As of the afternoon closing, the Shanghai Composite Index rose 0.37% to 3620.92 points; The Shenzhen Component Index rose 0.16% to 14915.43 points; The gem index fell 0.69% to 3454.60. On the disk, securities, diversified finance, precious metals, insurance, games and other industries were active, with energy metals, instruments, semiconductors, medical devices, motors and other sectors leading the decline. In terms of concept, EDR, nano silver, superconductivity, securities companies, basic metals and other sectors are strong, while the concept sectors such as diamond, electronic cigarette, CRO, sodium ion battery and syringe are weak. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 766.67 billion yuan.

[afternoon opportunity]

The Ministry of industry and information technology recently organized enterprises such as new energy vehicles and power batteries to hold a symposium on low temperature response of electric vehicles, jointly study and discuss countermeasures for the extremely cold weather that may occur this winter, make preparations for technical support and work plan, and ensure the normal use of users to the greatest extent.

At the symposium, it was clearly proposed to continuously improve the low temperature performance in winter and strengthen the quality control of electric vehicle products. Since 2021, the proportion of downstream lithium iron phosphate has continuously increased by nearly 50%. However, due to the poor low-temperature performance of lithium iron phosphate and rapid energy attenuation in winter, the demand for thermal management will increase significantly if it is necessary to ensure the endurance in winter. Compared with PTC, heat pump air conditioning has significant advantages and is expected to accelerate penetration. Manufacturers holding core parts such as electronic expansion valve and high-pressure pipeline are expected to occupy an advantage in integrated supply.

 

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