today's disk
Today, the Shanghai and Shenzhen stock indexes showed a shock rebound pattern as a whole. The three major indexes opened higher on the whole, and then rebounded differently. Among them, the gem index and Shenzhen Component Index performed relatively well.
From the industry sector growth ranking, 3D cameras, meta universe concept, games, augmented reality, gas, off-screen camera, smart wear, wireless headphones and other sectors led the rise, while real estate development, automobile services, rental and sale rights, real estate services, Binhai New Area, engineering construction and other sectors led the decline. As of the issuance of the document, the number of rising houses and falling houses were basically split in half, and the funds from the north were sold slightly.
message interpretation
At the 2021 Huawei intelligent vehicle solutions ecological forum, Liu Yongdong, Deputy Secretary General of China Electric Power Enterprises Federation, revealed that the future development of "high-power, high-voltage and fast charging" can be expected, and relevant national standards are being accelerated. At the same time, Peng Peng, vice president of Huawei's intelligent electric field, said that "high-power high-voltage fast charging" is an important way to improve the user's rapid energy replenishment experience. In addition, Gao Xiang, vice president of New Energy Research Institute of China electric vehicle hundred people association, believes that "high power, high voltage and fast charging" can not only technically solve the problem of energy supplement efficiency, but also bring new business models and help operators improve profits.
Since 2021, Byd Company Limited(002594) , krypton, GAC, Xiaopeng and many other car companies have successively launched or proposed 800 volt high-voltage platform. As a means to solve the charging problem, the implementation of super charging pile standard in 2021 has also created objective conditions for the development of the industry. The high charging power of high-voltage fast charging is usually reflected in 20% - 80% of the charging capacity, and the power at both ends is relatively low, so fast charging is suitable as an important means of power supplement.
The agency pointed out that with the implementation of the standard of super charging pile and the technical progress of supporting high-voltage components, the introduction of high-voltage fast charging models will be accelerated in the next few years, driving the rapid growth of relevant parts. At the same time, the improvement of the technical threshold will also help to integrate the market share into the technologically advantageous enterprises. Therefore, the targets of relevant subdivided fields are worth mining.
should focus on strategies and directions
Affected by the external market, the index opened higher today, but from the early market, the rebound of the two indexes was obviously weak, and the first-line pressure of the stock index at 3630 points began to show. And the activity of individual stocks has decreased significantly compared with yesterday. In the afternoon, it is suggested to continue to pay attention to the pressure near 3630-3650 and be cautious; The gem index continues to focus on the first line of 3400 points. Once the rebound of the two indexes is blocked, the index may fall into adjustment again at any time.
Therefore, it is recommended to continue to control the position to less than 30%. Low and undervalued core value varieties can participate in the allocation appropriately; For the high-quality targets of growth themes (lithium battery, photovoltaic and military industry) of high-profile track, we should patiently wait for the low absorption opportunities after plate adjustment and stabilization.
(Yuanda)
