As soon as the market opened today, the index was adjusting again, but brother Z didn’t panic at all. Since the rebound trend has become, it won’t end so soon.
What’s more, in the current market, the theme speculation is heating up. Today, 111 stocks are trading, and there are so many hot spots, so there’s really nothing to worry about for the market. Brother Z’s heart has been filled with infinite emotion. The market doesn’t wait for me. I’m really moved.
Let’s start with the subject matter that has the greatest impact on the market – lithium ore.
“Lithium” is crazy again Tibet Summit Resources Co.Ltd(600338) , Tibet Mineral Development Co.Ltd(000762) , Tianqi Lithium Corporation(002466) once hit the daily limit, and Qinghai Salt Lake Industry Co.Ltd(000792) , Guanlong shares, Youngy Co.Ltd(002192) , Ganfeng Lithium Co.Ltd(002460) , etc. all rose sharply. Especially Tianqi Lithium Corporation(002466) , Ganfeng to you and Qinghai Salt Lake Industry Co.Ltd(000792) , these three companies with a market value of more than 100 billion rose sharply, which made a very obvious contribution to the index.
Why is lithium going crazy again? This has to start with the lithium auction war last week.
Previously, brother Z once mentioned in the article that the equity auction of snowway mining was carried out on JD platform. According to the latest report, from May 16 to 21, the “lithium competition” lasted six days and five nights. After 3448 bids, the auction price of the mining equity was finally pushed up from 3.35 million to 2 billion, and the auction price reached 600 times the starting price. It’s crazy.
There are two points worth exploring for this “lithium war”.
First, is this part of lithium assets worth this price? The view of insiders is that it is “more expensive”, because in the process of auction, bidders may have hot heads and irrational bids.
Second, some people suspect that the bidders may not pay the bidding price after the auction is completed. If this happens, the deposit previously paid by the bidder will not be returned, and the corresponding subject matter manager can re bid.
However, even if the bidders participating in the “lithium competition” eventually do not pay the bidding price and lose the margin, they may earn much more than the margin through the speculation on the lithium sector in the secondary stock market. Of course, all this is reasonable speculation.
Let’s talk about the second theme, auto stocks. Auto stocks also rose the limit today, including Anhui Ankai Automobile Co.Ltd(000868) , Zhongtong Bus Co.Ltd(000957) , Yangzhou Yaxingmotor Coach Co.Ltd(600213) and Anhui Jianghuai Automobile Group Corp.Ltd(600418) .
For these auto stocks, I really feel that it is still hot money, especially Zhongtong Bus Co.Ltd(000957) , which is too fierce.
The speculation logic of auto stocks may be related to the recent launch of special promotional activities for auto consumption in many places. It is reported that since May, Taiyuan, Changchun, Guizhou, Chengdu, Sanya, Qingdao, Jinhua and other places have successively carried out consumer voucher issuance activities. For example, Changchun issued 50 million yuan of automobile consumption subsidies to individual consumers; Nanshan District of Shenzhen launched a series of promotional activities of “I love to buy, Nanshan travel” in 2022, and issued 150 million yuan of consumption vouchers for automobile consumption.
However, the organization’s attitude towards automobile promotion activities is still partial to rationality Citic Securities Company Limited(600030) believes that the actual leveraging consumption effect of consumption vouchers is expected to be related to the applicable categories. The price of non essential consumer durables fluctuates greatly, and the effect of consumer vouchers is expected to be relatively limited.
Relatively speaking, brother Z believes that the real benefit from stimulating personal automobile consumption may still be car manufacturers dominated by household cars, such as Yutong, Zhongtong and Yaxing. How many individual consumers will buy them? From this perspective, I think Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) , Chongqing Changan Automobile Company Limited(000625) , etc. deserve more attention. Today, Byd Company Limited(002594) has risen to 298 yuan, which is 333.33 yuan from the previous historical high, which is actually more than ten percent. Do you really want to make a new high?
In addition to the two hot spots of lithium mine and automobile mentioned above, there are really many hot spots today.
The first performance today is actually monkeypox concept stocks. Since May 6, the UK has first confirmed the first confirmed case of monkeypox this year. At present, it has spread to more than 10 countries such as the United States, Canada and Australia. According to the who, the mortality of some monkeypox viruses may reach 10%.
According to Xinhua news agency, monkeypox has been spread in the community.
It is for this reason that monkeypox concept stocks were born. Related stocks include Sansure Biotech Inc(688289) , Daan Gene Co.Ltd(002030) and other companies, which announced that they had reserved monkeypox virus nucleic acid detection kits.
In addition, on the evening of May 22, according to Shanghai Zj Bio-Tech Co.Ltd(688317) official wechat news, Shanghai Zj Bio-Tech Co.Ltd(688317) existing CE registered product – monkeypox virus nucleic acid determination kit (fluorescence PCR method). The gene fragment of monkeypox virus is determined by specific fluorescence method, which can accurately identify monkeypox virus and help the accurate diagnosis, prevention and control of related diseases. The reagent is easy to operate and can be matched with Shanghai Zj Bio-Tech Co.Ltd(688317) austramic automatic nucleic acid detection platform to automatically complete the rapid and automatic diagnosis of monkeypox virus.
This news directly brought a 20cm daily limit to Shanghai Zj Bio-Tech Co.Ltd(688317) today. In addition, youningwei was the first 20cm related concept stock today, while Sansure Biotech Inc(688289) , encyclopedia biology, Hualan vaccine, Jiangsu Bioperfectus Technologies Co.Ltd(688399) and other stocks increased by more than 10%.
Finally, today, brother Z specially talked about the theme hype of these hot money participation.
On the one hand, in addition to formal institutions such as public offering, hot money is also a very important type of institutions in the stock market. They are more sensitive to the cold and warm of the market than funds. They always like to set off all kinds of hot spots in the market by virtue of information asymmetry. Although in the bear market, many hot money will also lose miserably, many powerful hot money will not be carried to the end. They will accept it as soon as they meet. Therefore, when the market is bad, there is often a hot “one-day tour”.
However, the recent hot spots in the market, such as lithium, cars and monkeypox detection, are not “one-day tours” anymore. In particular, many people are worried about the theme of monkeypox. Since the beginning of May, there has been a wave of speculation, and then it has been adjusted for several days. Today, leaders such as youningwei and Shanghai Zj Bio-Tech Co.Ltd(688317) have raised the limit again, and both have reached a new high, which shows that the wind direction of the market has really changed. Hot money is no longer as cautious as before, and began to roll up their sleeves.
