1. Market indicators: (5-day gain ranking)
1, Delong Huineng, natural gas , opened high and fluctuated.
2, black sesame , agricultural planting, 4 consecutive boards.
3, Dazhi Technology , GEM + lithium battery, rose sharply.
4, Daqing Huake , petrochemical industry, 3-connected board.
5, COSCO Shipping, port shipping, fluctuating sideways.
6, HP , hydrogen energy, 2 connected boards.
7, 0,000 and electrical , smart home, 3-connected board.
8, entrepreneurship in western China, logistics concept, low limit.
Strong stocks fell back, stocks with consecutive boards fluctuated, and the compression space was up to 4 consecutive boards.
2. Market hot spots:
1, power equipment , 10 stocks have reached daily limit, Sanbian Technology , 2 consecutive boards, active for one day continuously.
1, energy storage concept, there are 9 stocks with daily limit, Kane shares , 2 consecutive boards, active for 2 consecutive days.
2, Hydrogen Energy, 8 stocks hit the daily limit, HBP, 2 consecutive stocks, active for 2 consecutive days.
3. Topic news:
1, bail out and support the development of the elderly care and childcare service industry in Hunan
2, Europe accelerates the construction of offshore wind power Daikin Heavy Industries
3, policy benefits promote the development of rooftop photovoltaic Qingyuan Shares
4, manganese-containing cathodes Materials attract attention Red Star develops
5, vanadium flow battery industrial application accelerates State Grid Yingda
6, carbon capture full industry chain base is put into operation Bingshan Cold and Hot
7, Dongwei Technology wins large order for PET copper foil double star new material
4. Research report selection
1, Hanbell Precision Machinery: The company's vacuum products are currently used in the photovoltaic and semiconductor industries. Among them, the photovoltaic industry is mainly in the crystal pulling and battery cell links, and the crystal pulling link accounts for the majority. Next is the link of the battery pack. In the cell segment, the company's vacuum pump is currently mainly used in the PERC process. Vacuum pump shipments for the TOPCon process have increased. In terms of HJT process technology, it is currently in the testing stage with customers. In addition to applications in photovoltaics and semiconductors, the company's vacuum pumps can also be used in lithium battery, pharmaceutical, chemical and other industries.
5. Institutions net bought
1, HBP, institutions net bought 118 million yuan on the 3rd, hydrogen energy concept.
2, Dazhi Technology, institutions net bought 83.91 million yuan on the 3rd, lithium battery concept.
6. Coping strategy:
Rhythm: Yesterday’s index was strong, making money, and alternating between strong and weak stages.
sentiment: The operating sentiment is cautious, and the strength of many parties is too strong.
theme: hot spot rotation, low intensity.
trend: The positive line of the Shanghai Stock Exchange is in the process of adjustment; the negative line of the GEM is in the adjustment trend.
stocks: rise more than fall, general rise on the first day.
Risk: One of the stocks that hit the daily limit yesterday fell by more than 9%, so the risk of chasing the increase is small.
strategy: mainly buy low, position 30-50%
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