July 8 morning review, energy storage is the main line, green power, wind and photovoltaic are still the hot sectors in the future.
Energy storage is the main line. I have been saying this for a long time. In fact, many stocks in the energy storage sector have been following a very beautiful upward channel from 286 3 o'clock to now.
Among them, Paineng Technology is the leader. The stock has risen from 100 to today's highest closing price of 400. It has been rising for two consecutive months, and the slope of the obvious stretch has begun to become steeper recently. It is necessary to use to main Shenglang . . A stock like this is not available to retail investors. In the following trend, the main funds can speculate it as much as they want, and it will reach a price that is unimaginable, but its rise will also drive low-priced reserves. In the energy sector, there will be a round of supplementary growth. I have been paying attention to this stock since it just started making over 100 yuan. As a benchmark stock in the energy storage sector, I have been paying attention to it until today. In fact, in the stock graphics at the end of my article, Paineng Technology is always there.
After yesterday's market fell, it has been rising, closing slightly up 0.27%. However, judging from the trading volume, it has shrunk. Only 1.05 trillion was traded, and the differentiation of individual stocks is relatively serious.
I feel that the main force is giving up the rise of the market and focusing on the structural market of individual stocks. Judging from the stock sector that rose yesterday, it includes the automotive sector, electrical equipment, aerospace, coal sector, nonferrous sector, and power sector. , the stocks in these sectors are all sectors that this wave of main funds have focused on. Generally speaking, I am relatively optimistic about this type of mainstream sector.
has been feeling a little depressed in the past few days. My mentality is not too calm and seems a little impetuous.
Because the market was so good in June and July, not only did it not make any money, but there was also a retracement.
If it’s just because of the sector and the stock selection, then it’s okay, and the mentality doesn’t matter.
But I am right about the main line sector. More than half of the stocks in my self-selected stocks are stocks in new energy storage, UHV, green power, wind and photovoltaic, automobile sector, semiconductor sector, and these sectors. There are many bull stocks in it, but what has happened recently is what many retail investors have encountered. The stocks they hold have not moved, but other stocks that they are optimistic about are rising sharply every day.
Take the monster stocks and Panzhihua Iron and Steel Vanadium Titanium in the past two days as an example. This stock was a stock that I focused on before the end of last year. It had a wave of market prices at that time, but it was not as monster as it has been recently. His sector Features and star power both have a vanadium battery section. In fact, this concept has been hyped for a long time. Recently, it takes a bit of luck to grasp the market because big funds have entered.
As for the iron-chromium battery with the same safe flow concept, no one is hyping it. As a battery with the flow energy storage concept, the iron-chromium battery has been certified by Winter Olympics and is safe in the Winter Olympics. Put into use. However, Power Investment Energy, which has the largest battery manufacturer in the country and the second largest wind and photovoltaic power base in the country, has not been promoted as the energy storage sector and wind and photovoltaic power. However, it has recently declined along with the coal sector. This is also the case. This is a rather depressing thing for me, although I know the logic behind his decline.
Another news came out last night from the Energy Bureau. They proposed to speed up the construction of major hydropower, pumped energy storage and large-scale wind and photovoltaic bases and other major projects.
As for my own main business sectors, one is currently the coal sector, the other is the green electricity sector, the other is the energy storage sector, and I am optimistic about the wind and photovoltaic new energy sector .
And I currently hold positions in and positions. The most important one is Diantou Energy. I did it many times in the first half of the year. In the second half of the year, I think I will focus on holding it, just like Star Power has been holding in the first half of the year. Same for half a year.Although it is not rising now, it is currently the second largest stock invested by domestic wind and photovoltaic bases, and the high performance of the coal sector in the first half of the year also determines that it has certain investment value. In addition, it is behind the largest energy storage iron grid battery on the market. If there is a chance, I think it may be as hyped as vanadium batteries these days, but I think this stock may go through a period of silence. Recently, because of its additional issuance, basically those stocks involved in the additional issuance of stocks will not There is a big trend. Just like the Ziguang Guowei I bought in 2019, I held it for more than half a year. The price of more than 40 yuan just didn't rise. After I couldn't bear the loneliness and sold it, it skyrocketed, and it doubled by 50% in more than a year. times, the reason is because he issued additional shares.
In addition, I hold short-term shares of Jiden Electric Co., Ltd. . It is the largest wind and photovoltaic power base in the country and has the largest pumped water energy storage project in the country. The good news yesterday from the Energy Bureau seems to be tailor-made for it.
Judging from the current market situation, the overall market is shrinking and oscillating, and the market indicators are slowly coming down from their high levels. At this time, there may be a mid-term adjustment behind the market. If the weighted sector that weakened yesterday breaks down, it cannot be ruled out that the gap that was not filled last time, the 3320 point, will be filled. Unless the heavyweight stocks break through and rise in volume, so far, the possibility is not too great, because mainstream funds have chosen to ship at high prices and leave the market when the peripheral funds are relatively abundant during this period, so this period has Shock adjustments are inevitable for the market, but the current upward trend has not changed. So generally speaking, there is no need to panic. At least there are opportunities to make money in the structural stock market. However, if you are a prudent investor, there is absolutely nothing wrong with cutting pounds and reducing your position on highs.
As my investment strategy, when there is an intraday adjustment, my strategy is not to reduce positions, but to invest in stocks defensively. Unless there is a situation where the market breaks down and goes down, I will consider reducing the position or even taking a short position, but I have not seen such a situation so far.
Recently, there have been global high-temperature weather and global energy shortages. Oil, electricity, natural gas , coal, are all in short supply globally, especially coal. The extreme climate in recent times will cause some extreme market conditions. Recently, a high temperature of 35 degrees has appeared on the 2700m plateau in my country. This was unimaginable before. This year, there will be record high temperatures in our country. The high temperature in June has exceeded the highest temperature in history for 61 years. According to the forecast of Meteorological Bureau , there will be nationwide high temperature weather in July. At this time, there will be a power shortage. problem becomes particularly important. Therefore, I think the power sector in July can also be considered as a main line product to consider investment. In addition, the global coal shortage is also a focus. Coal prices in the United States have reached the highest price in history, and coal prices in other places have They are all at the highest level, and the global high temperature weather in July will cause serious power shortages. This situation has now broken out globally. Geographical conflicts have caused many countries to restart thermal power plants that have been abandoned for many years. started, but the supply of coal simply cannot keep up. This has created an investment opportunity for coal prices and stock prices in the recent period.
At present, I am still optimistic about some investment opportunities in the stock market. Many stocks already have certain investment value at low prices, but I don’t have the funds to pay attention to them for the time being. Just like many of the stocks in the Science and Technology Innovation Edition that I have paid attention to for a long time, I will gradually pay attention to them. It has come out from the bottom, has growth potential, and some potential in the later period will be relatively large.
Generally speaking, a comprehensive registration system will be implemented in the future. At this time, our investment strategy should be based on the performance and growth of the stock, as well as whether there is support from the policy side. In this direction, the main investment strategy Stock selection may not rise for the time being, but the structural market rotation in the later period will definitely turn to them, just like Panzhihua Iron and Steel Vanadium Titanium for lithium batteries in the past two days.
