Dexun Securities: bottom or proven rebound or sustained

Abstract: the leading hot spots continue to rotate rapidly, individual stocks show a general upward trend, and the profit-making effect is good.

The three major indexes collectively opened higher, and the Shanghai index fluctuated in the early red market, with the record index rising by more than 2%. The UHV sector rose sharply under the positive stimulus, covid-19 detection stocks continued to strengthen, the leading hot spots continued to rotate rapidly, individual stocks showed a general upward trend, and the profit-making effect was good. Northbound funds bought a net 7 billion yuan, and the new energy track strengthened collectively.

The liberalization of the subsidy policy for new energy vehicles has actually brought huge incremental space, and the subsidy amount has increased by at least more than 10 billion. At the same time, the passenger Federation is expected to increase the sales volume of new energy passenger vehicles from 4.8 million to 5.5 million in 2022, and the penetration rate of new energy passenger vehicles is expected to reach about 25% in 2022.

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