I have to say, it’s really scary. Last night, the Dow Jones index fell 1164 points, down as much as 3.57%; The NASDAQ index plunged 4.73%.
Some people calculate that the market value loss of the six major U.S. technology stocks alone is more than 3 trillion yuan a night. Among them, apple fell 5.64% and lost US $136278 billion in market value, about 92.04 billion yuan; Tesla fell 6.8%, with a market value loss of $53.5 billion, or about $361.5 billion; Amazon plunged 7.16% and lost $84 billion in market value, or about $567.8 billion; Google a fell 3.93% and lost $60.5 billion in market value, or about 408.9 billion yuan; Meta fell 5.12%, with a market value loss of $28.1 billion, or about $190.2 billion.
Seeing the performance of US stocks, I still have some worries in my heart: can A-Shares carry it today?
But two days ago, Niu Yanjun also said that our big A-Shares (recently) don’t see much about the face of US stocks. Today, there is another independent market. Although it opened nearly 40 points lower in the morning, the recent market is stable. Niu Yanjun was not flustered at all. The afternoon opening turned red, and the Shanghai index approached the integer close of 3100 points again obviously, A-Shares have nothing to do with the rise and fall of US stocks .
Not long ago, on May 10, a share of such a plot has been staged once. On the evening of May 9, the NASDAQ index plunged 4.29% and the Dow Jones index fell 2%, both reaching new lows. However, on May 10, after the stock index also opened sharply lower, it finally rose strongly by 1%. The trend of A-Shares on that day is the same as today.
Different from the market on May 10, the market was able to positively support US stocks on that day, mainly relying on Contemporary Amperex Technology Co.Limited(300750) and driving a number of lithium batteries and auto stocks to play an important positive role in supporting the market.
Today, the track was changed and was changed to Cecep Solar Energy Co.Ltd(000591) . The market value of 400 billion Cecep Solar Energy Co.Ltd(000591) is the leader. The former Longi Green Energy Technology Co.Ltd(601012) and now Longji green energy have soared by 6% today, driving the collective boiling of the whole Cecep Solar Energy Co.Ltd(000591) track. In addition to Longji green energy, Tongwei Co.Ltd(600438) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Risen Energy Co.Ltd(300118) and other collectives rose sharply. In addition, Hoshine Silicon Industry Co.Ltd(603260) , Sungrow Power Supply Co.Ltd(300274) , Trina Solar Co.Ltd(688599) and other fund heavy positions also increased significantly.
The boiling of Cecep Solar Energy Co.Ltd(000591) sector is directly related to the news. It is reported that the European Commission announced an energy plan called “repowereu” on May 18 to quickly promote the transformation of green energy.
The plan proposes to increase the overall target of renewable energy in 2030 in the EU’s “55% carbon reduction” policy portfolio from 40% to 45%;
Establish a special EU Cecep Solar Energy Co.Ltd(000591) strategy to double Cecep Solar Energy Co.Ltd(000591) photovoltaic power generation capacity by 2025;
Install 600gw by 2030; Double the deployment rate of heat pumps and take measures to integrate geothermal and Cecep Solar Energy Co.Ltd(000591) into modern regional and public heating systems;
By 2030, 10 million tons of renewable hydrogen will be produced and 10 million tons will be imported to replace natural gas, coal and oil used by industries and transportation sectors that are difficult to reduce carbon. The European Commission also announced that the EU Cohesion Fund and the common agricultural policy (CAP) can provide 26.9 billion euros and 7.5 billion euros to the EU recovery measures Fund (RRF) through voluntary transfer. The European Commission will double the large-scale collection of funds from the innovation fund in 2022 to about 3 billion euros this autumn.
For the above news, China Merchants Securities Co.Ltd(600999) latest view points out that every energy crisis will have a huge and even revolutionary impact on energy and high energy consuming industries. From the perspective of the medium-term dimension of 3-5 years, the new round of global energy revolution with clean electricity as the core is accelerating significantly, not the opposite. In the past, China’s growth model of relying on abundant labor force and excessive consumption / dependence on global energy resources needs essential transformation. Both internal and external need to embark on resource and energy-saving development and low-carbon development.
The construction of industrial chain is a systematic and relatively long process. The idea of EU self built photovoltaic industry has almost negligible impact on the market share of China’s photovoltaic manufacturing industry in a few years. It needs to be observed in the next 3-5 years, which will also accelerate the incubation and industrialization of new technologies / processes.
so, what are the core targets of Cecep Solar Energy Co.Ltd(000591) field worthy of attention
China Merchants Securities Co.Ltd(600999) suggested attention:
Components: Longji green energy, Ja Solar Technology Co.Ltd(002459) , Jingke energy, Trina Solar Co.Ltd(688599) , Risen Energy Co.Ltd(300118) ;
TOPCON ( Cecep Solar Energy Co.Ltd(000591) battery): Hainan Drinda Automotive Trim Co.Ltd(002865) , Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) , Jingke, Jolywood (Suzhou) Sunwatt Co.Ltd(300393) , Wuhan Dr Laser Technology Corp.Ltd(300776) etc;
Others: Tongwei Co.Ltd(600438) , Xinjiang Daqo New Energy Co.Ltd(688303) Ginlong Technologies Co.Ltd(300763) , Shenzhen Hopewind Electric Co.Ltd(603063) , Sungrow Power Supply Co.Ltd(300274) , Hangzhou First Applied Material Co.Ltd(603806) , Flat Glass Group Co.Ltd(601865) , etc.
