After hours, the Ministry of housing and urban rural development issued two development plans in succession. 25 concept stocks rose by an average of 2.46%, and the annual net profit of 7 stocks doubled.
Today, the three major stock indexes fell sharply in the morning, rebounded collectively in the afternoon, and the Shanghai index recovered 3300 points sector, brokerage stocks have made significant efforts, and covid-19 detection concept has lifted the tide of daily limit. Transactions in the two cities exceeded trillion yuan for seven consecutive trading days, with a net outflow of 5.042 billion yuan from the north
For the recent market trend, Guosheng Securities believes that the current market decline is mainly due to international contradictions and inflation expectations, and more is emotional catharsis; The government is determined to stabilize growth, and the monetary and credit policies are still in a moderate state. At present, the Shanghai stock index is near 3300, and the corresponding P / E ratio is only 12 times. The valuation advantage is very obvious and the real bad is limited.
the Ministry of housing and urban rural development issued two development plans after hours
After hours today, the Ministry of housing and urban rural development issued two development plans, namely the “14th five year plan” for the development of science and technology in housing and urban rural construction and the “14th five year plan” for the development of building energy conservation and green buildings. The former requires to carry out the integrated utilization of high-efficiency intelligent photovoltaic buildings, the construction of “light storage, direct and flexible” new building power system, the research and application of building city power grid energy interaction technology, and develop the high-efficiency utilization technology of clean energy buildings such as urban wind power, geothermal and low-grade waste heat; The latter puts forward specific development goals. By 2025, the installed capacity of Cecep Solar Energy Co.Ltd(000591) photovoltaic in new buildings in China will be more than 50 million KW, the application area of geothermal energy in buildings will be more than 100 million square meters, the replacement rate of renewable energy in urban buildings will reach 8%, and the proportion of power consumption in building energy consumption will exceed 55%.
China Merchants Securities Co.Ltd(600999) believes that building photovoltaic has become an important driving point of energy transformation because it can provide clean building operation energy. Since the 14th five year plan, the state has launched a series of distributed photovoltaic construction policies, including “promotion of the whole county”. At the same time, the sharp decline in the price of photovoltaic modules in the past decade has reduced the cost of building photovoltaic construction. Driven by national policies and market prices, the prospect of building photovoltaic market is promising.
Securities Times · databao combed the concept stocks of photovoltaic building integration with annual performance growth. 25 shares have risen by an average of 2.5% since February, with Tus-Design Group Co.Ltd(300500) , Yonker Environmental Protection Co.Ltd(300187) , China Haisum Engineering Co.Ltd(002116) , Zhejiang Southeast Space Frame Co.Ltd(002135) leading the rise performance, the annual net profit of 7 shares doubled, of which Shandong Jinjing Science And Technology Stock Co.Ltd(600586) increased the most. The market pays high attention to Ming Yang Smart Energy Group Limited(601615) , Csg Holding Co.Ltd(000012) and Trina Solar Co.Ltd(688599) with more than 10 rating agencies
northbound capital net outflow for 5 consecutive days
weekly net sales hit a new high in recent two years
northbound capital has been net outflow for five consecutive days, with the cumulative amount reaching 36.321 billion yuan, and the net outflow in a single week reached a new high in recent two years
Data treasure statistics the situation of active stocks traded by northbound funds. As of Thursday, northbound funds had sold lithium batteries, banks and non bank financial sectors Contemporary Amperex Technology Co.Limited(300750) , Ping An Insurance (Group) Company Of China Ltd(601318) net sales ranked first, and China Merchants Bank Co.Ltd(600036) and Yunnan Energy New Material Co.Ltd(002812) were also sold by more than 1 billion yuan.
Capital flows back to photovoltaic and power stocks Sungrow Power Supply Co.Ltd(300274) , Longi Green Energy Technology Co.Ltd(601012) won a huge increase of more than 700 million yuan China Yangtze Power Co.Ltd(600900) and Nari Technology Co.Ltd(600406) also received substantial increase in positions from the north.
one week net outflow of 146.5 billion yuan
main force greatly increased the position of semiconductor chip race track
according to data treasure, the net outflow of the main A shares this week was 146513 billion yuan. The net outflow of all Shenwan level industries, and the net outflow of non-ferrous metals, basic chemicals, computers, medicine and biology exceeded 10 billion yuan ; Since then, the net outflow of electronic, non bank financial and mechanical equipment has also exceeded 8 billion yuan. In terms of time series, after the stock index fell out of the low of 314768 points on Wednesday, the main funds actively entered the market on Thursday, with obvious bottom reading intention.
stocks, excluding the new shares listed in 2022, the main 14 stocks had a net outflow of more than 1 billion yuan a week, and China stock market news and Tianqi Lithium Corporation(002466) were sold off the main force fled collectively, leading the competition. Non bank finance, real estate, rare earth, banking, household appliances and shipping were not exempted. Among the top 20 lists, only Shanxi Meijin Energy Co.Ltd(000723) , Aba Chemicals Corporation(300261) shares had a total market value of less than 100 billion. The concept of lithium battery industry chain was sold off, and the main forces of Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Qinghai Salt Lake Industry Co.Ltd(000792) all withdrew significantly.
net inflow, Contemporary Amperex Technology Co.Limited(300750) , Longi Green Energy Technology Co.Ltd(601012) , Gigadevice Semiconductor (Beijing) Inc(603986) won the main position increase of more than 1 billion yuan. The main force obviously increased positions in energy stocks and semiconductor chip tracks lithium battery Contemporary Amperex Technology Co.Limited(300750) , Yunnan Energy New Material Co.Ltd(002812) , Guangzhou Tinci Materials Technology Co.Ltd(002709) ; China National Nuclear Power Co.Ltd(601985) , Jilin Electric Power Co.Ltd(000875) , Tbea Co.Ltd(600089) ; of power sector; Gigadevice Semiconductor (Beijing) Inc(603986) , Sg Micro Corp(300661) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Naura Technology Group Co.Ltd(002371) of semiconductor chip track and Longi Green Energy Technology Co.Ltd(601012) , Tongwei Co.Ltd(600438) , Suzhou Maxwell Technologies Co.Ltd(300751) of photovoltaic sector all received the main net inflow. Among them, the photovoltaic leader Longi Green Energy Technology Co.Ltd(601012) has been the main force in recent three weeks, with a continuous and substantial increase in positions, with a cumulative amount of more than 3.5 billion yuan.
