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Today, the Shanghai Stock Index bottomed out and rebounded in early trading. In the afternoon, fell back to , and then turned red in late trading. The Shenzhen Component Index and the ChiNext Index rose during the session, and the ChiNext Index reversed from falling 1% to rising by more than 1%. The transaction volume of the two cities shrank again, with transactions of 942.3 billion yuan, and northbound funds sold net 6.874 billion yuan.
Look at the news page. The Ministry of Housing and Urban-Rural Development and the National Development and Reform Commission issued an implementation plan for carbon peaking in the urban and rural construction sector, proposing to optimize the energy consumption structure of urban construction. Promote the integrated construction of building solar photovoltaics, and strive to achieve 50% photovoltaic coverage on the roofs of new public institutional buildings and new factories by 2025. Promote the installation of solar photovoltaic systems on the roofs of existing public buildings. Accelerate the promotion of smart photovoltaic applications. Actively promote the application of solar thermal energy in buildings in areas with abundant solar energy resources and in buildings with stable hot water demand. Promote the application of geothermal energy and biomass energy according to local conditions, and promote various electric heat pump technologies such as air sources. By 2025, the renewable energy substitution rate in urban buildings will reach 8%. Guide the electrification of building heating, domestic hot water, cooking, etc., so that by 2030, building electricity will account for more than 65% of building energy consumption. Promote the comprehensive electrification of new public buildings, with the electrification rate reaching 20% by 2030. The news is still mainly positive for new energy, and other news has little impact on the market.
From a technical perspective, today's market closed with a positive cross star that opened low, fluctuated and closed high. The volume of this positive star continued the shrinking trend, and investors were cautiously wait-and-see. From the perspective of the moving average system, today's market is suppressed by the 30-day moving average above. It is basically a trend of narrow fluctuations around the half-year line . The pressure above the market is still relatively high. The rise-down ratio of the Shanghai Stock Exchange reached 2.4:1, the Shenzhen Component Index reached 3:1, and the GEM reached 2.8:1. The money-making effect is concentrated in the Shenzhen Stock Exchange. From a technical point of view, since it fell below the lower edge of the uptrend channel, it has the technical potential to counter the upper edge. We will also have to observe the performance of technical energy and the continuity of the leading sectors on Thursday and Friday.
From the perspective of the sector, the strength of wind energy and photovoltaics is a positive stimulus: "The photovoltaic coverage rate on the roofs of new factories will strive to reach 50% in 2025." CATL also leads the battery industry chain to strengthen, but for new energy, we feel that it has risen too high , it is difficult to grasp the future, so be cautious in chasing the rise.
Consumption white horse stabilized, tourism, liquor, condiments, food and beverages, etc. were active, oversold rebounded, and the logic of short-term capital increase positions was ignored.
Chip semiconductors are in a downturn, and the recent overcapacity has an impact on this sector, so treat it with caution.
A major financial weakness. Recently the central bank has withdrawn liquidity, and banks must be relatively weak. However, from the booming market and trading volume in May and June, we can expect that the performance of securities companies will definitely be good. The registration system reform must be promoted, and the science and technology innovation board market makers will be launched soon. The brokerage sector has many positive incentives and performance support. and be adjusted in advance.
The biggest variable on the current market is still the change in the leading sectors. Judging from the multiple hot spots that have been launched recently, whether it is big consumption, big finance or big infrastructure, it will be difficult to replace the automobile industry chain as the mainstream hot spot for the time being. If automobile-related cannot Starting the second wave of rising prices means that a large amount of funds will seek new directions, and profit-making funds will inevitably enter the sector that is relatively sluggish in . The recent changes in big consumption, big finance and big infrastructure are all based on this. Reason, so the changes in the leading sectors are the indicator of how the market will develop, and it is still necessary to continue to observe its transformation.
In addition, the CPI data that will be released by the United States tonight will determine the Fed's rate hike intensity at the interest rate meeting on July 27, which will affect the global capital market, especially the gold and stock markets. . Domestic economic data for the first half of the year will also be released this Friday, which will also determine a series of policy predictions and trends such as monetary policy in the second half of the year.
Recently, the central bank has continuously maintained reverse repurchase at the land volume level. Coupled with the recurrence of epidemics in some areas, investors' trading sentiment has converged. However, there is no resistance to the macro policy of stabilizing growth throughout the year. The bottom line of performance will be in the second quarter, and the industry valuation is cost-effective. Operationally, the mid-term results are still the focus of the market. Affected by global inflation and supply and demand patterns, the performance releases of chemical raw materials, coal, silicon materials and lithium resources in the first half of the year continue to exceed expectations. Adjustments are an opportunity to get on board again.
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