Market open high for the whole day fluctuated and fell, and all three major indexes fell slightly.
Shanghai and Shenzhen stock markets today's transaction volume 7481 billion , down from the previous trading day 82.4 billion . In terms of the
sector, sodium ion , pharmaceutical and commercial, precious metals , real estate and other sectors gains , and e-sports , airports, military industry and other sectors rank among the top.
northbound funds today net purchases 1.236 billion yuan. China Power Construction , Luzhou Laojiao , and China Construction received net purchases of 246 million yuan, 229 million yuan and 181 million yuan respectively. Yiling Pharmaceutical ranks first in net sales, with the amount of being 220 million yuan.
Trading volume in the two markets continues to shrink, the previous themes continue to decline, and the market lacks new hot spots;
has no hot spots, so you can only stir up cold rice and return to new crown medicine;
But today's new crown medicine - Yiling Pharmaceutical (the central army of this round), after-hours dragon and tiger list shows that institutions and northbound funds are mostly sold largely, which will have a certain impact on subsequent emotions. Once the takeover power is insufficient, it is very easy to weaken. The track of
rebounded today, mainly focusing on energy storage. In recent trading days, it has repeatedly emphasized the focus on the energy storage sector.
You can see that the energy storage performance in the past two transactions is quite impressive;
Today, only energy storage has good performance in the new energy field;
So the same sentence: the logic is well sorted out, and the rest is left to the market for verification.
Energy storage growth is far from over, and main upward wave is far from here.
The motherboard is fine, and the overall fluctuation is still near the 60-day moving average . If there are more fluctuations, it is beneficial to the future market;
, but , the GEM is really weak. Today I encountered the 5 daily line , and I didn’t even have the desire to break through;
, but the market has shrunk significantly today and did not fall much, indicating that the market selling pressure is relatively small.
Once the emotions get up, the market pressure will be relatively small.
The core reason for the weakening of the market today is that when other sectors entered a period of adjustment, the outflow of funds did not choose the track.
Energy storage is just a small branch of new energy.
like the three new energy giants: Longi , BYD , CATL , and CATL closed with a green market today.
So if new energy wants to get out of a sustainable and decent market, these three central troops must go well and don’t have to buy them, but they can be added to your own choice as a reference.
Tomorrow's view:
As long as the index does not weaken unilaterally (prerequisite), the following sectors can buy at a low price.
CRO, semiconductor, industrial master
0 New crown medicines mainly depend on the performance of Yiling Pharmaceutical. If it has good acceptance, it can be appropriately low-priced.
Energy storage related information will increase to the highest level tomorrow, you can reduce your position and make the difference (if you are optimistic in the long term, you can make the difference if you have trading ability).
Sodium ion battery has been installed? Penghui Energy: Waiting for testing and verification by the car manufacturer.
interviewed the parties and many people related to the sodium ion battery industry chain found that the root cause of the differences between the parties may be inconsistent definition of "cost": "30% cheaper than lithium batteries" is more calculated from the perspective of material cost, while the opposite side focuses on the comprehensive cost of the final product.
Longi slightly lowered the price of some single crystal silicon wafers .
downgrades the price of silicon wafer , stimulating downstream demand, and indirectly benefiting auxiliary materials and energy storage.
Summary:
The main board has no big problem, the problem lies with the GEM;
To strengthen the GEM, the three new energy giants must stop falling;
Once the emotions get up, the market is relatively easy to break through (reduce the volume, and the selling pressure is smaller);
If there is a backlash, you can continue to get on the car;
It is optimistic about the fourth quarter market, and it is optimistic that this is the starting point of the new round of bull market !
