today’s disk
In early trading today, the Shanghai and Shenzhen indexes showed a shock rebound pattern. The three major indexes opened higher and went higher, and the whole line was red, especially the gem index, with a maximum increase of more than 2%.
From the industry sector growth ranking, the concept of prefabricated dishes, UHV, energy metals, tourism hotels, online tourism, power grid equipment, in vitro diagnosis and other sectors led the increase, while the cement building materials, low-carbon metallurgy, diamond cultivation, steel industry, shipping port, insurance and other sectors led the decline. As of the issuance, the number of gainers is more than 2900 and the number of losers is more than 1500, which has a good profit-making effect. The net purchase of northbound funds exceeded 4 billion.
message interpretation
According to the data of the passenger Federation, in December 2021, the retail sales of new energy passenger vehicles reached 475000, a year-on-year increase of 128.8% and a month on month increase of 25.4%. The passenger Federation said that the framework and threshold requirements of the current purchase subsidy technical index system will remain unchanged in 2022, and the subsidy scale will not be locked from the original expected upper limit of 2 million vehicles. In 2022, the sales volume of new energy passenger vehicles is expected to be more than 5.5 million, and the penetration rate of new energy passenger vehicles will reach about 25%.
The Council released two major advantages: one is that there is no upper limit on subsidies, and the other is that the expected increase in 2022 is higher than expected. For the new energy industry chain, electrification is the first wave of hype, and intelligence will be the second wave in the future. Enough attention should be paid to 2022. Of course, the annual report forecasts have been released one after another. Many leading performance of lithium mines in the upper reaches and lithium batteries in the middle reaches may exceed expectations. However, from the trend of Yunnan Energy New Material Co.Ltd(002812) yesterday, it is found that the sharp increase in performance does not mean that the stock stops falling and rises. Although the performance certainty is still good and there is no problem with the fundamentals, it takes time and patience to repair the market sentiment.
Therefore, in the medium term, new energy is still the direction of high prosperity, but in the short term, it needs to wait for further repair of valuation.
should focus on strategies and directions
Yesterday, the peripheral market rebounded collectively, which had a positive impact on a shares. However, in terms of today’s market rebound, the rebound is still weak, and the sustainability needs to be paid attention to. It is recommended not to chase up. In terms of operation, continue to grasp the opportunity and wait for the further stabilization signal of the market. From the perspective of CPI and PPI, the data both fell, which is conducive to loose liquidity. Moreover, the overall position of CPI is upward, and the price rise direction in the middle and lower reaches can continue to be concerned, such as the direction of mandatory food.
