Focus on A-share market daily breaking news, pointing out the investment direction for 200 million retail investors! Before reading the text, you must know one thing: few major funds will be stupid enough to raise the stock price to the daily limit as soon as the good news comes out, so please be patient and let the good news fly for a while, maybe you will find that something is wrong Same investment opportunity!
ă[Industry/Sector/Theme Concept]
ăNews 1: The monthly sales decline of excavators has narrowed rapidly, and the turning point for positive growth is approaching!
In June, the monthly sales decline of excavators narrowed rapidly. According to data from the Construction Machinery Association, excavator sales in June 2022 were 20,800 units, a year-on-year decrease of 10.1%, and the sales decline narrowed rapidly. From a month-on-month perspective, sales in June 2022 increased by 0.7% month-on-month, achieving positive month-on-month growth for the first time in June in the past decade. In this regard, some organizations believe that national policies vigorously promote the development of infrastructure projects, and the future of excavator data is still promising. Comprehensive funding improvement - operating rate increase - sales improvement route, combined with domestic sales entering the downward channel since June last year, base effect has been weakened to a certain extent and other factors, in the third quarter, the monthly sales volume of excavators was as early as July The growth rate is expected to reach an inflection point.
Message nature: midline
Outbreak intensity: â â â
Related companies: Liugong (000528), Xugong Machinery (000425), Sany Heavy Industry (600031), Hengli Hydraulics (601100), etc.
Breaking News 2: Volkswagen and other car companies are accelerating the layout of power battery recycling, and the industry chain is expected to accelerate the explosion!
According to media reports, Volkswagen America recently announced an agreement with Redwood Materials to recycle batteries for Volkswagen and Audi electric vehicles in the United States. In recent years, the rapid increase in sales of new energy vehicles has driven a substantial increase in the demand for installed power batteries. Based on the 5-8 year service life of power batteries, the retirement climax of new energy vehicle power batteries is about to come. As the prices of metals such as cobalt, nickel, and lithium continue to rise due to the imbalance between supply and demand, the recycling value of power batteries has increased significantly, including battery factories, vehicle manufacturers and other upstream and downstream enterprises in the industrial chain. The battery recycling market is expected to accelerate and the market space is vast. In this regard, some organizations predict that the global battery recycling industry market space will exceed 150 billion yuan in 2027.
Message nature: long-term
Outbreak intensity: â â â
Related companies: Tianqi Holdings (002009), Beyond Technology (301049), GEM (002340), Corinth (600478), etc.
Breaking News 3: The sales of new energy vehicles continue to exceed expectations, and the demand for magnetic components explodes!
According to data from the Passenger Car Association, in June 2022, domestic retail sales of new energy passenger vehicles reached 532,000 units, with monthly retail sales reaching a new high. With the rapid penetration of the electric vehicle market, the demand for magnetic components in vehicles and charging piles has exploded. Magnetic components are an important component of new energy vehicles OBC/DCDC and are the upstream components of the power module, the core component of charging piles. The agency predicts that the market space for magnetic components of new energy vehicles/charging piles will reach 10 billion yuan in 2025. Analysts said that magnetic components are also important components of photovoltaic and energy storage inverters, accounting for about 10%-15% of the cost of inverters. As the new energy vehicle, photovoltaic and energy storage industries continue to be booming, the domestic magnetic components industry has ushered in a period of rapid development, with market space exceeding 10 billion yuan in 2025.
Message nature: long-term
Explosion intensity: â â â
Related companies: Mingpu Opto-Magnetic (002902), Click (002782), etc.
Breaking news 4: The National Standing Committee was held to determine measures to support the consumption of green smart home appliances!
On the 13th, the State Council executive meeting proposed that we should focus on using market-oriented and sustainable methods to expand consumption, and accelerate the release of the consumption potential of green smart home appliances; carry out home appliances trade-in for old ones and home appliances to the countryside across the country. The latest offline channel monitoring data shows that from July 4 to 10, air-conditioning sales and sales in offline department stores and supermarket channels across the country increased significantly year-on-year.In this regard, some institutions said that the prices of bulk raw materials such as copper, aluminum, and steel have continued to fall recently, and air-conditioning companies with a high proportion of copper in raw materials are expected to be the first to benefit. The cost pressure on white goods-related companies such as washing machines and refrigerators and freezers is also expected to be alleviated to a certain extent.
Message nature: midline
Outbreak intensity: â â â
Related companies: Hisense Home Appliances (000921), Hisense Video (600060), Aucma (600336), Chunlan Shares (600854), etc.
Breaking News 5: The price increase of silicon materials has increased the demand for thin wire cutting, and diamond wire will be used more!
Data from the Silicon Industry Branch show that the price of solar grade polysilicon continued to rise this week, reaching a new high. Research institutions believe that the current price of silicon materials is at a high level, and the power of silicon wafer thinning and thin wire cutting has further increased, driving the demand for silicon wafer foundry and diamond wire. In addition, with the increase in photovoltaic consumption per GW, the growth rate of diamond wire demand is higher than the growth rate of installed capacity in the photovoltaic industry, and it is one of the few links where the consumption per GW is increasing.
Message nature: midline
Explosion intensity: â â â
Related companies: Stellar Technology (002132), Meichang Shares (300861), Gaoche Shares (688556), Yujing Shares (002943), etc.
[Company Announcement/Company Trends]
Jinrong Tianyu (300988) plans to sign a "Project Investment Agreement" with the Zhejiang Nanxun Economic Development Zone Management Committee, and plans to invest no more than 1.5 billion yuan to build an energy storage and energy storage system with an annual output of 2GWh locally. Auto parts manufacturing project.
Inner Mongolia Haoan Energy Technology, a subsidiary of Mubang Hi-Tech (603398), signed a strategic agreement with Yingli Energy. From July 13, 2022 to December 31, 2023, it is expected to sell 2.27 billion monocrystalline silicon wafers to Yingli Energy, with a sales amount of 1.67715 billion yuan.
ă Lianchuang Optoelectronics (600363) With the rapid development of the drone industry, laser weapon is an effective means to counter drones and "low, slow and small" aircraft. It is important in low-altitude protection, anti-terrorism and stability maintenance. The demand for facility defense and response to new war modes is increasing, and sales revenue is expected to continue to break through. In 2022, the company's laser business will achieve explosive growth. From January to April alone, the amount of new orders reached 190.51 million yuan, while the total order amount last year was only 37.05 million yuan.
ă Zongshen Power (001696) company's portable energy storage power supply and variable frequency engine products are suitable for a variety of outdoor scenes. The company's Dajiang Power 's 300W and 500W portable energy storage mobile power supplies and 1800W, 2000W and 2200W variable frequency generators have completed mass production and entered the market, and can be used for outdoor activities such as camping and self-driving.
Rongjie Shares (002192) expects net profit in the first half of the year to increase by 4080.57%-4869.36%;
Zhongman Petroleum (603619) expects net profit in the first half to increase by 929%-1083%
[Institutional Seats/Northbound Funds/ Hot Money ]
Single-day buying of institutional funds (10 million+): Nanwang Technology 688248, energy storage + power grid equipment, 2 institutions bought and 1 institution sold, the net buying of institutions was 112.14 million, accounting for 12.38%, which was yesterdayâs net buying of institutions Buy the stock with the largest proportion.
Institutional funds bought continuously within 10 days (10 million+): Heli Technology 603917, auto parts, from July 12 to July 13, institutional funds made 2 net purchases, with a net purchase of 21.61 million on July 13. A slight decrease from before. Wangbian Electric 603191, power grid equipment, institutional funds made 3 net purchases from July 11 to July 13, with a net purchase of 69.27 million on July 13, which was basically the same as before.
Institutional funds sectoral position adjustment: On Wednesday, institutions net bought 11 stocks with more than 10 million yuan, and sold 10 stocks with more than 10 million yuan net. Compared with Tuesday's data, the market fluctuated within a narrow range, with institutional buying falling slightly, but still in the strong zone, selling increasing significantly, and overall maintaining a small net inflow.From the perspective of sector capital flow, among the main hot spots, robots have been heavily increased by institutions, while wind power, auto parts, lithium batteries, and HJT batteries have been lightly increased by institutions; there have been major differences in energy storage, power grid equipment, photovoltaics, water conservancy, and virtual power plants. , among which energy storage, power grids and photovoltaics still showed substantial net inflows, water conservancy inflows and outflows were basically the same, and virtual battery net outflows were higher; rare earth permanent magnets and small metals were reduced to a small amount. In addition, after the concept of power exchange has been continuously added by institutions, the bottom position of institutions has basically been fully occupied, and the activity of the short-term sector is expected to increase. Among the non-mainline hotspots, photovoltaic buildings, , cloud computing, and were slightly increased; infrastructure and highways were slightly reduced. The photovoltaic construction institutions that led the gains that day mainly added positions. Overall, the main focus of major institutions is on new energy and energy supporting lines.
Northbound funds bought in a single day (50 million+): The net inflow of northbound funds in a single day was -6.874 billion yuan, and the net inflow in the past month was 29.941 billion yuan. China Merchants Bank , Industrial Bank , and CATL had net sales of 925 million yuan, 895 million yuan, and 672 million yuan respectively. Kweichow Moutai ranked first in terms of net purchases, with an amount of 307 million yuan.
Hot money bosses focus on sniping: Liyang Road : Zhejiang Construction Investment bought 75.78 million and sold 53.43 million on the 3rd; Shangtang Road: net buying 32.11 million Yuanwanggu on the 3rd, net buying 25.44 million Xinte Electric , net sales of 26.4 million Shenzhen Jiaotong; stock trading to support the family: net purchase of 47.32 million Baoxin Technology on the 3rd; Little Crocodile: net purchase of 132 million Tianshun Wind Energy , net sale of 33.27 million Lushan New Materials ; Brother Zhao : Net purchases of Shandong Mining Machinery were 12.11 million, and net purchases were 10.44 million Fuchun Environmental Protection .
[News changes/fund changes]
Over the past week, Jingyangâs â A-share hot newsâ stock collection:
This Wednesdayâs âA-share hot newsâ: Shuangliang Energy Saving (600481), Zhongqingbao (300052 ), Chengfa Environment (000885), Wuzhou Transportation (600368), Chutian Expressway (6000035), Oriental Electronics (000682), Dayang Motor (002249), good stimulus, strong rise! Zhejiang Construction Investment, hot money attack, surged strongly!
This Tuesdayâs âA-share newsâ: Baoxin Technology, hot money attack, strong daily limit!
"A-share hot news" this Monday: Nenghui Technology (301046), Hongbai New Materials (605366), Jinlong Electromechanical (300032), good news and excitement, strong rise! Hunan Development, Overpass Hoisting, Deye Shares, hot money sniped, soared strongly!
Last Friday's "A-share news": Costa (002518), Shuangyi Technology (300690), good news and stimulus, strong rise!
Last Thursdayâs âA-share newsâ: Emma Technology (603529), Asia Pacific Holdings (002284), Shandong Weida (002026), good news and stimulus, strong rise! Baoxin Technology 002514, the main force pushed it up, with a strong daily limit!
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ăThis article is published before 6 a.m. on each trading day. If you find the above content helpful to you, please feel free to like and follow. Fans and friends can also leave a message with me if they have any questions. After the morning meeting later, Jingyang will come back to the comment area to answer your questions!
