Last week, A-Shares continued the shock rebound trend and successfully stood at the 3100 point integer level. The weekly level showed a structure of stabilizing and bottoming. From the increase statistics, the hottest direction of the market last week was still concentrated in the track, with photovoltaic, lithium mine, electrical equipment and other sectors leading the increase.
The news of the track this weekend will be good again. First, Henan Province proposes that by 2025, the annual output of new energy vehicles will account for more than 40% of the province's automobile output, and strive to promote the output value of complete vehicles, parts and supporting facilities in the province to reach 500 billion yuan.
The Byd Company Limited(002594) latest seal model uses CTB technology and high-voltage charging system, and the volume utilization rate of its battery system is increased to 66%. People in the industry believe that CTC will become the "ultimate power technology". The CTB technology of Byd Company Limited(002594) is the abbreviation of CTB battery body integration technology. It forms a whole between the battery cover and the body floor, cancels the traditional concept of battery pack, makes the battery system an integral part of the whole vehicle structure, and improves the structural strength of the body. According to Sealand Securities Co.Ltd(000750) estimates, China's CTC market space may reach 850 billion in 2030.
From the perspective of returning to the disk, although there was a slight differentiation and stagflation within the track stocks last Friday, the overall profit-making effect continues to be strong. Among them, Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , Longji green energy, Tongwei Co.Ltd(600438) these weights have gradually completed the bottom shape, and show a trend upward trend. 35. Overall, the direction of the track is still the main line that deserves it at present.
So in this week's market, can the repair of the track continue?
In this regard, China Industrial Securities Co.Ltd(601377) gave his own view: up to now, the congestion of the growth track led by the "new semi army" is still at a medium and low level, which does not constitute a significant restriction on the stock price, and the repair of the track will continue. From the perspective of China's environment, due to the warm care of the policy side, the current market risk appetite and confidence are gradually recovering; From a peripheral perspective, the US bond interest rate fluctuated downward, easing the impact on the growth track. Moreover, with the continuous improvement of China's epidemic situation, the return of overseas funds has been accelerated, and the pressure of RMB devaluation is also alleviated, driving the market sentiment to further pick up. Therefore, the follow-up market will probably further explore the bright spots covered up and wrongly killed in the growth track stocks.
From the current disk style, the short-term board style is no longer dominant. There are also some stocks in the market, such as Hengdian Group Dmegc Magnetics Co.Ltd(002056) , Comefly Outdoor Co.Ltd(603908) , Eternal Asia Supply Chain Management Ltd(002183) and so on, which have stepped out of a very beautiful trend height. As the saying goes, if there is height, there will be imitation. Before these trend stocks have an obvious ebb tide, we can pay more attention to those stocks whose trend has just turned more and completed the platform breakthrough in the form of large-scale bottom.
In addition to the main line of the race track, the big consumer sector also strengthened its branches such as Baijiu and beer, e-commerce, food and beverage last Friday. With the accelerated recovery of the epidemic in Shanghai, local policies have launched policies to promote consumption and the arrival of the 618 e-commerce shopping peak, the consumer sector is expected to usher in strong repair expectations in the near future.
In addition, the monkeypox epidemic continued to ferment in the near future, and more than one relevant stock changed on Friday Shanghai Zj Bio-Tech Co.Ltd(688317) Friday was a 20cm limit, with a cumulative maximum increase of 25.26% in two days Daan Gene Co.Ltd(002030) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) all rose by more than 5% during the day, and the speculation about this hot spot is mainly concentrated in the smallpox vaccine and testing sector. However, in view of the poor overall feedback of hepatitis market funds before, the continuity of this round of monkeypox epidemic needs to be continuously observed.
