Yesterday, the Shanghai and Shenzhen stock markets fluctuated downward, showing a general decline pattern. As of the close, the Shanghai index fell 0.69%, the Shenzhen Component Index fell 1.03%, and the gem index fell 2.27%, losing 3300 points. On the disk, traditional Chinese medicine, liquor, biotechnology, food processing and manufacturing and other sectors led the increase, while salt lake lithium extraction, rare earth permanent magnet, Cixin, automobile and other sectors led the decline. The turnover of the two cities was 1131.8 billion yuan.
The decline of gem yesterday was mainly due to the sharp decline of Contemporary Amperex Technology Co.Limited(300750) . Contemporary Amperex Technology Co.Limited(300750) at the close of afternoon trading, it fell 7.08% to 578 yuan, and then the share price continued to fall, once falling by more than 8%, and the market value evaporated by more than 100 billion yuan in half a day; As of the closing, it was reported at 576.80 yuan, with a total market value of 1.34 trillion yuan. The share price of Contemporary Amperex Technology Co.Limited(300750) has continued to weaken recently since it hit a record high of 692 yuan on December 3, and has fallen sharply in the next four days. Since this year, the new energy sector has accumulated considerable growth, and the drama of capital “fear of heights” leaving has been repeated.
The stock index fluctuated downward, and the gem fell by more than 2%
Yesterday, the Shanghai and Shenzhen stock markets were generally weak. In terms of the Shanghai index, from the recent performance, the 20 day moving average gave the index some support, but yesterday’s break weakened the support of the 20 day moving average. From various indicators, the Shanghai index still has certain downward pressure. In the next step, we need to observe whether the stock index will test the medium and long-term moving average. The gem performed the weakest yesterday. From the K-line graph, the great Yin line entity fell below the half year line yesterday, which will have a certain impact on market confidence. Next, we can pay attention to the competition between long and short sides for this position.
Contemporary Amperex Technology Co.Limited(300750) suffered a setback and increased willingness to take profits at the end of the year
Yesterday, the gem fell mainly because Contemporary Amperex Technology Co.Limited(300750) fell sharply. In a week, Contemporary Amperex Technology Co.Limited(300750) suffered a sharp decline of more than 5% twice, which is rare for a large weight of trillion yuan. On the one hand, it is the impact of the news. On the other hand, it is mainly the upstream and downstream industries represented by “Ning combination”, which is the hottest plate this year, and has also increased significantly. Near the end of the year, the willingness of capital profit taking increased, resulting in the downward pressure of Contemporary Amperex Technology Co.Limited(300750) . Although the decline was more than 7% yesterday, it was supported in the semi annual line. In the next step, we can observe whether it can stabilize in this position.
In 2022, new energy may show a trend of “high at both ends and low in the middle”
Looking back on 2021, the A-share market has a very high content of “new energy”. According to Shenwan Hongyuan Group Co.Ltd(000166) statistics, since 2020, 1749 A-share listed companies have issued announcements of more than 8 “new energy” keywords. The total market value of these companies (38 trillion yuan) accounts for 39% of all A-shares, and the profit in the first three quarters of 2021 accounts for 26%, while the average increase of these companies since 2021 is 39%.
Fu Jingtao, chief analyst of A-share strategy, said that the spread of the profit-making effect of A-shares and the activity of small cap stocks in the past year were mainly due to the new energy sector.
In Fu Jingtao’s view, the A-share market in 2022 may be “success and failure”. “Cheng” is making rapid investment in new energy, and new energy is still a scarce high prosperity direction; “Failure” is low in the price performance of the plate, and further rise needs to be continuously verified by the fundamentals. Under the impact of denominator end, it is difficult for the new energy sector to stand alone. The market rhythm of new energy sector in 2022 may be “high at both ends and low in the middle”.
(southeast Morning Post)
