Today, the concept of lithium extraction from salt lakes is rising again. Can it continue to rise in the future?
According to the statistics of securities times · databao, on January 6, the net outflow of main funds in the two markets continued to be 16.254 billion yuan, which decreased compared with the previous two days, including 1.56 billion yuan in Shanghai and 14.677 billion yuan in Shenzhen. The capital flow in Shanghai was significantly better than that in Shenzhen.
Overall, stocks in the two cities rose more or fell less today, led by the infrastructure sector and the concept of lithium extraction from salt lake. The net inflow of 64 main shares exceeded 100 million yuan, while the net outflow of 90 main shares exceeded 100 million yuan. China Mobile has the largest net inflow of main funds, with an increase of 1.58 billion yuan . Other main funds with a net inflow of more than 500 million yuan include Sany Heavy Industry Co.Ltd(600031) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Tibet Mineral Development Co.Ltd(000762) , Guoxin technology, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) .
Today, the infrastructure sector showed strong performance. The net inflow of Sany Heavy Industry Co.Ltd(600031) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Energy Engineering Corporation Limited(601868) main funds were in the forefront, with 793 million yuan, 778 million yuan and 458 million yuan respectively. The central economic work conference proposed that all parties should actively launch policies conducive to economic stability, and the policy force should be appropriately advanced. In the first two working days of 2022, Sichuan, Zhejiang, Shanghai, Jiangsu, Henan, Anhui and other places held a centralized commencement ceremony or mobilization meeting for major project construction to announce the investment data and investment direction of key projects in 2022.
China Mobile’s issue price fluctuated up and down in early trading today. The issue price was supported by more than one million hands. It rose slightly in the afternoon, or it represents that the “green shoe mechanism” has been started. It went down again in the late trading. As of the closing, it rose slightly by 0.21%. China Mobile’s Hong Kong stock price also fluctuated little, with an amplitude of 2.12% throughout the day and a slight decline of 0.91%.
According to the statistics of data treasure, Kweichow Moutai Co.Ltd(600519) was the most strongly sold by the main funds, totaling 1.191 billion yuan, and individual stocks fell 2.06% today. Other net outflows were East Money Information Co.Ltd(300059) , Aier Eye Hospital Group Co.Ltd(300015) , Shenzhen Zqgame Co.Ltd(300052) , with net outflows of 935 million yuan, 768 million yuan and 695 million yuan respectively.
salt lake lithium extraction concept stock outbreak
According to data treasure statistics, a total of 11 Shenwan industries received net inflows of main funds today, among which the construction decoration, non-ferrous metals and steel industries ranked first, with net inflows of 2.651 billion yuan, 1.169 billion yuan and 1.11 billion yuan respectively. Today, the concept of lithium extraction in Salt Lake rose again. According to the data released by Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) , the quotation of some lithium battery materials rose again today, and Co3O4 rose by 10000 yuan / ton; Lithium carbonate rose 7500 yuan / ton, with an average price of 302500 yuan / ton; Lithium hydroxide increased by 6000-8500 yuan / ton.
non bank finance, media and food and beverage are the top three industries with net capital outflow respectively. today, the concept of securities companies and online games has been corrected, with Shenzhen Zqgame Co.Ltd(300052) , Orient Securities Company Limited(600958) , Gf Securities Co.Ltd(000776) leading the decline.
Northeast Securities Co.Ltd(000686) the research report believes that in the sector, the major adjustments in the past two days are Dianxin, medicine, food and beverage, electronics, etc. of the fund’s heavy positions, but there is no clear negative at present. Such adjustments may be more related to the fund’s position adjustment in the beginning of the year. The liquidity and policy expectations driving spring agitation have not been fulfilled. The current spring agitation market is still deducting. The continuation of subsequent spring agitation should focus on the new direction under the improvement of prosperity and policy expectations.
feed leader for adding warehouse at the end of main capital
From the capital trend in the late trading, the main capital flows in the late trading were polarized, the net inflow of medicine and biology, non-ferrous metals, architectural decoration, social services and mechanical equipment in the late trading exceeded 100 million yuan , and the net outflow of non-bank finance, media and basic chemical industry in the late trading was not small, which were 529 million yuan, 296 million yuan and 247 million yuan respectively.
Tongwei Co.Ltd(600438) won the main fund, and the net inflow at the end of the trading exceeded 100 million yuan. After the closing Tongwei Co.Ltd(600438) issued the performance forecast for 2021. It is estimated that the net profit attributable to the parent company will be 8-8.5 billion yuan in 2021, with a year-on-year increase of 122% – 136%. The company said that benefiting from the growth of downstream demand, the supply of high-purity crystalline silicon products was in short supply, the market price increased significantly year-on-year, the company’s high-purity crystalline silicon capacity continued to operate at full capacity, the production and sales volume increased year-on-year, various production indicators were further optimized, and the profit increased significantly. At the same time, the company’s Cecep Solar Energy Co.Ltd(000591) battery and feed business segments operated steadily and maintained strong market competitiveness.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
(data treasure)
