In early Friday trading, the gem index opened low and rose high, turned red against the trend, and closed up 0.28% at noon; The Kechuang 50 index rose rapidly after a slight decline in the opening, and a V-shaped reversal was staged in the session.

Science and technology theme stocks are active against the trend, and popular concepts such as meta universe, photovoltaic and lithium battery are “making a comeback”. In particular, the yuan universe plate broke out in early trading, and several stocks realized the 20cm limit.

Northbound funds flowed into A-Shares again in early trading, with a half day net purchase of more than 5 billion yuan, which had been a net inflow for 7 consecutive days. Since February, in just seven trading days, northbound funds have bought a total of 54.929 billion yuan.

the first domestic meta universe is about to appear

related concept stock changes

In early trading, Yuan universe concept stocks rose sharply. As of the noon closing, Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Guangzhou Wahlap Technology Corporation Limited(301011) , Shenzhen L&A Design Holding Limited(300949) many stocks rose by 20%, and Shenzhen Zqgame Co.Ltd(300052) rose by more than 13%. Troy Information Technology Co.Ltd(300366) , Col Digital Publishing Group Co.Ltd(300364) , Guangzhou Wahlap Technology Corporation Limited(301011) all rose greatly.

on the news, on December 10, Baidu’s official microblog announced that it would release the meta universe product “xirang” on December 27. At that time, baidu create 2021 (Baidu AI Developer Conference) will be held on the “xirang” app.

It is reported that “xirang” app is the first “domestic meta universe” product, which creates a multi person interactive space spanning virtual and reality and lasting forever. Ma Jie, vice president of Baidu and head of xirang, said: “at present, yuanuniverse is still in the very early stage of industrial exploration. Its development is gradual and will be built and mature by the whole community for a long time.” Creator city in Greek soil source: Baidu official blog

In addition, meta (formerly Facebook) announced on December 9 that its VR world “Horizon worlds” was officially open to people over the age of 18 in the United States and Canada. In horizon worlds, oculus virtual reality helmet users can create a character to roam in the virtual world. Users can play games and communicate with other users in the virtual world.

Sealand Securities Co.Ltd(000750) believes that there are still differences in the view of “meta universe” in the industry. Just like imagining the future of mobile Internet around 2010, no one can accurately predict the development of mobile Internet today. Looking forward to 2022, we will focus on three types of opportunities: first, high-quality content companies, mainly including games and video; Second, new content and new consumption companies with private domain traffic; Third, companies that benefit from the increase of flow and price.

lithium and photovoltaic surged

new energy circuit rises again

Today, lithium extraction from Salt Lake rose sharply. As of noon closing, China Aluminum International Engineering Corporation Limited(601068) , East China Engineering Science And Technology Co.Ltd(002140) and other trading limits, Qinghai Salt Lake Industry Co.Ltd(000792) rose by more than 8%, and Vontron Technology Co.Ltd(000920) , Tianqi Lithium Corporation(002466) , Keda Industrial Group Co.Ltd(600499) followed.

Since the beginning of this year, driven by the growth of demand for new energy vehicles, the price of lithium iron phosphate has also risen all the way. According to the SMM spot quotation, as of December 2, the average spot price of power lithium iron phosphate exceeded 90000 yuan / ton, an increase of 3000 yuan / ton over the previous month, a new high in three years.

Galaxy Securities pointed out that, on the one hand, manufacturers’ stock up for the Spring Festival at the end of the year may amplify the demand for lithium salts in the short term. On the other hand, the output of lithium extracted from China’s salt lakes has declined since winter, which will gradually aggravate the tight supply of lithium salt in China. On the demand side, the shortage of lithium resources resonates with the joint force of stock preparation and replenishment at the end of the Spring Festival, and the price of lithium is expected to rise across the year.

In addition, the photovoltaic sector also rose in early trading, Kbc Corporation Ltd(688598) rose by more than 13%, Yingkou Jinchen Machinery Co.Ltd(603396) rose by more than 8%, Qingdao Gaoce Technology Co.Ltd(688556) , Trina Solar Co.Ltd(688599) led the rise.

With the recent Longi Green Energy Technology Co.Ltd(601012) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) successively announced price cuts, the price reduction of photovoltaic silicon wafers is expected to be further strengthened. Huachuang Securities believes that the silicon wafer price reduction may lag and affect the silicon material price. The prices in all links of the photovoltaic industry chain will be loose, alleviate the pressure on downstream installation costs, promote the recovery of demand, and the logic of trading volume for price is expected to be deduced.

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(Shanghai Securities News)