Every reporter: Ye Feng Every editor: Xiao Ruidong
Since the stock index bottomed out in April, there has been a strong rebound in May, and the new energy vehicle sector has stood out. The leading concept stock Zhongtong Bus has pulled 13 stocks in a row. The daily limit has triggered strong financial attention to this sector.
Suddenly, the stock prices of listed companies that caught on to the new energy vehicle hot spot rose in response! However, the concept of new energy vehicles involves many sectors, including lithium batteries, autonomous driving, vehicle manufacturing, Internet of Vehicles, etc., and the number of sector stocks is huge. After the first round of market speculation, how should ordinary investors enter the market?
htmlThe overall growth of automobile-related sectors in May
was attributed to the effective resumption of work and production brought about by the effective prevention and control of the epidemic, as well as the release of many policies such as the reduction of vehicle purchase tax on some passenger cars and the introduction of new energy vehicles to the countryside. In May, the concept of new energy vehicles became a hot topic in the market, with many stocks taking turns to perform, and the leading stock Zhongtong Bus even achieved 13 consecutive boards.
However, it is worth noting that after the sharp rise, Zhongtong Bus issued an announcement on June 1 regarding the pre-disclosure of the reduction of the shares of shareholders holding more than 5% of the shares. Shandong State-owned Assets Investment Holding Co., Ltd. plans to use centralized bidding The company will reduce its holdings by no more than 11.8 million shares, accounting for 1.9902% of the total share capital of Zhongtong Bus.
html On June 2, Zhongtong Bus issued an announcement on abnormal stock trading fluctuations and suspension and verification announcement. The company’s stock has experienced abnormal stock price fluctuations 5 times in stock trading from May 12 to June 1, 2022, which is in line with the company’s fundamentals. If the deviation is large, investors will be more concerned. In order to protect the interests of investors, the company will verify abnormal stock trading fluctuations.Investors who enter the market chasing the rise at high levels will undoubtedly face greater risks. So, after the first round of market speculation on hot concepts, how should investors choose individual stocks with certain performance support?
There are currently 7 new energy vehicle-related indexes on the market, all of which have increased by more than 13% in the past month. Among them, the CSI 800 Automobile and Parts Index performed best, rising by nearly 25%.
7 new energy vehicle related indexes
It is worth noting that among the 7 new energy vehicle related indexes, the top heavyweight stocks in 5 indexes are BYD . In addition, CATL , Enjie shares and other weights are also larger.
If investors are not able to grasp the risk of individual stock fluctuations, but are optimistic about the opportunities of new energy sector , they can also enter the market through funds, which can not only diversify the risks of individual stocks, but also narrow the scope.
CSI 800 Automobile and Parts Index selects securities of listed companies in industries corresponding to the theme of automobiles and parts from CSI 800 Index as index samples to reflect the overall performance of the securities of listed companies on this theme. The top three The largest heavyweights are BYD, SAIC Motor and Changan Automobile . There is currently a car ETF (516110) tracking on the market.
The CSI New Energy Automobile Industry Index selects the securities of listed companies involved in the new energy automobile industry from the Shanghai and Shenzhen markets as index samples to reflect the overall performance of the securities of listed companies in the new energy automobile industry. The top three heavyweights are BYD. , CATL and Enjie. There are currently 2 ETFs tracking in the market, the larger one is the new energy vehicle ETF (515700), with an estimated scale of 5.524 billion yuan.
The CSI New Energy Vehicle Index selects securities of listed companies involved in lithium batteries, charging piles, new energy vehicles and other businesses from the Shanghai and Shenzhen markets as index samples to reflect the overall performance of the securities of listed companies related to new energy vehicles. The top three The largest heavyweights are BYD, CATL and Enjie. There are currently 4 ETFs tracking in the market, the largest is the new energy vehicle ETF (515030), with an estimated scale of 9.3 billion yuan.
CSI Intelligent Electric Vehicle Index selects the securities of listed companies from the Shanghai and Shenzhen markets whose main business involves intelligent electric vehicle power systems, perception systems, decision-making systems, execution systems, communication systems, vehicle production and automotive aftermarkets as Index samples reflect the overall performance of securities of listed companies in the smart electric vehicle industry. The top three heavyweight stocks are CATL, BYD and Luxshare Precision .There are currently 5 ETFs tracking in the market, and the one estimated to be larger is Smart Car 50 ETF (516590).
The CSI Smart Car Theme Index selects companies that provide terminal sensing and platform applications for smart cars, as well as other representative companies that benefit from smart cars as samples to reflect the overall performance of smart car industry companies. The top three heavyweights are respectively For Zhongke Chuangda , Desay SV and Great Wall Motors . There are currently 5 ETFs tracking in the market, and the smart car ETF (515250) is expected to be the largest.
National Securities New Energy Vehicle Battery Index selects companies whose business fields include new energy vehicle batteries (positive electrode materials, negative electrode materials, electrolytes , separators, etc.), new energy vehicle battery management systems and new energy vehicle charging piles, etc. Total market value ranking The top 30 securities reflect the market performance of listed companies in the new energy vehicle battery industry in the Shanghai and Shenzhen markets. The top three heavyweight stocks are BYD, CATL and Enjie. There are currently 5 ETFs tracking in the market, and the largest one is estimated to be the battery ETF (159755).
The CSI Internet of Vehicles Theme Index includes content and listed companies related to service providers, software providers, hardware providers, automobile manufacturers, etc. into the Internet of Vehicles theme to reflect the overall performance of Internet of Vehicles listed companies. The top three heavyweights are respectively For BYD, Huichuan Technology and Desay SV. There is currently 1 Internet of Vehicles ETF (159872) tracking in the market.
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