Tesla drives new energy vehicle stocks to run wildly. What are the opportunities in the A-share industry chain?
Last night, US stocks stunning plunge in the late trading. The Dow Jones Industrial Average plunged from the high and more than 500 points, closing up 0.04%. The Nasdaq index hit a record high in the session and then fell all the way, finally closing down 2.13% , and the S&P 500 fell 0.94%.
This week's US stock financial report season begins, and the performance of banking giants will be the first to be released on Tuesday. The sharp drop in the market may be related to the uncertainty of the market's performance expectations. Previously, Wall Street analysts predicted that due to the impact of the epidemic, the overall profit of S&P 500 will decline by about 40%.
In terms of stocks, the stock prices of the five major FAANG technology stocks all hit record highs in the session and finally closed green. Amazon fell 3%, with amplitude of more than 8% throughout the day, Netflix fell 4.23%, with an amplitude of nearly 10%, and Apple, Google and FACEBOOK all were close to 5%.
Tesla plunged 20%, and its intraday market value ranked among the top ten US stocks
star stock Tesla closed down 3.08%, while its gains soared by more than 16% in the early trading, and the stock price amplitude exceeded 20% throughout the day. Before the stock price plunged, the market value of Tesla once exceeded the US$320 billion mark, surpassing Procter & Gamble to become one of the top ten in the US stock market value. Since the US stock market rebounded, Tesla has become one of the most dazzling stars in the market. The stock price has risen by more than 300% in just 4 months, and the increase in the past two weeks has exceeded 55%. The market value has also exceeded Toyota, firmly ranking among the world's largest car company in market value.
Tesla released the second quarter sales data showing that the global delivery volume in the second quarter was 90,650 vehicles, an increase of 2.4% month-on-month, up about 70,000 to 80,000 vehicles in the previous market, of which more than 80,000 vehicles were delivered in Model 3 and Model Y. According to Techweb, more than 31,000 Model series models of Tesla were delivered in the Chinese market in the second quarter. The popular model Model3 is still strongly sought after by car buyers in China, further promoting the increase in the penetration rate of new energy vehicles in 2020.
New energy vehicle concept stocks Global carnival
Looking around the world, Tesla 's all the way has ignited the market's enthusiasm for other new energy vehicle companies and individual stocks in the industry chain. The stock price of Chinese stocks listed in the US rose by 679% from its low point this year. Operating data shows that the company delivered 3,740 vehicles in June, an increase of 179.1% year-on-year, and overall delivery of 10,331 vehicles in the second quarter, an increase of 190.8% year-on-year, exceeding 10,000 for the first time in a single quarter.
In the Hong Kong stock market, Evergrande Health rose nearly 30% yesterday. On June 10, Evergrande Health announced that it spent US$379.5 million (approximately RMB 2.657 billion) to acquire 17.6% of the shares of Swedish National Electric Vehicle (NEVS), and NEVS will become a 100% controlling subsidiary of Evergrande. After the news was released, the company's stock price started to run wild. In just one month since June 11, the company's stock price has risen by more than 300%, and its total market value soared to HK$229 billion. As of now, Evergrande Health's first new energy vehicle " Hengchi 1" has not yet been unveiled, and the official expected mass production time will be in 2021.
A-share market, BYD closed at the daily limit yesterday, with a record high in stock. Its market value has also surpassed SAIC recently, becoming the largest domestic car company in market value for the first time.
"No. 1" on the GEM CATL rose 9.91% yesterday, with a market value approaching 500 billion yuan. On the news front, on July 10, CATL issued an announcement: Japanese auto company Honda will participate in the subscription of CATL 's private placement of shares. The number of subscribed shares accounts for about 1% of the total share capital after the private placement of shares, and will hold the shares for more than 5 years. In addition, according to the company's announcement in February, CATL will provide lithium-ion power batteries to Tesla (Shanghai) Co., Ltd. starting this month, and the intended supply validity period is from July 1, 2020 to June 30, 2022.
Data from the China Association of Automobile Manufacturers showed that the production and sales of new energy vehicles increased by 21.3% and 26.8% month-on-month in June, and production and sales gradually recovered.
Industry chain stocks Hi , who is the next potential stock?
Industrial Securities predicted at the beginning of the year that in the next ten years, the new energy vehicle industry chain will become the second "Apple industry chain" and will generate a new batch of "ten times stocks" in the resonance of domestic and foreign capital. Its latest research report believes that after the past few years of industry rectification represented by subsidy policies, the new energy vehicle industry chain has accumulated a number of high-quality "core assets", and the existing subsidy policies have gradually increased their efforts to reduce the slope and are tilted towards models with higher technical levels. Tesla chain, CATL chain, LG Chemical Chain and Volkswagen MEB chain related targets are worth paying attention to, focusing on Tesla domestic chain Top Group, Sanhua Intelligent Control , Hongfa Co., Ltd., as well as materials leaders in LG Chemical supply chain system Putailai, Enjie Co., Ltd., and Dangsheng Technology.
Founder Securities believes that Tesla has led the new energy vehicle industry to the top of the wave and created a new era, focusing on Top Group, Sanhua Intelligent Control , Yinlun Co., Ltd. , Xusheng Co., Ltd., as well as Huayu Auto , Junsheng Electronics , Ningbo Huaxiang , Tenglong Co., Ltd.
0,000 Tesla concept index hit a record high yesterday. Among A-share Tesla concept stocks and new energy vehicle concept stocks, more than 10 shares have hit record highs in the past three days. html Since July, northbound funds have joined the A-share market, and the new energy vehicle industry chain has been highly favored.
Securities Times·Databao statistics show that there are 14 concept stocks of Tesla and new energy vehicle concept stocks whose northbound funds have increased their positions by more than 0.5 percentage points since July. Among them, Xusheng Co., Ltd. received a 2.9 percentage point increase in northbound funds, and foreign capital inflows were the largest. Siwei Tuxin, Ocean Motor , Zhongke Sanhuan and China Bao'an all received a 1 percentage point increase in northbound funds.
In terms of performance, Derun Electronics , Jiangling Auto , Amaton and Anjie Technology all predict the lower limit of interim net profits doubled.
Statement: All information content of Databao does not constitute investment advice. The stock market is risky, so be cautious when investing.
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