Today Abe was assassinated and dominated the hot list in the country. , as the longest-reigning prime minister in Japanese history, failed to end well with , became a tragedy, which is really shocking!
There are various opinions on Abe's departure, but it is really unnecessary to shout loudly. We oppose what he did to hurt Chinese people's feelings, but this is different from being shot down! To put it bluntly, any political assassination, violent attack, or illegal deprivation of others' lives should not be praised or encouraged.
Abe is dead, which will bring more variables to Japan's political situation and even the entire East Asia situation. The world is really not peaceful this year. British Prime Minister stepped down, former Japanese Prime Minister was assassinated, Russia was fighting, Germany expanded its military preparations... It's very similar to Before , are we going to witness history again?
Abe was assassinated and the Japanese stock market plummeted. This is understandable. , but A shares is a hype for the bulletproof vest and the concept of eating mats. This brain circuit is convincing ! Why can't you lack anything?
1. Passenger Car Association: The sales of new energy vehicles in June reached 570,000, setting a record high
Passenger Car Association data showed that the wholesale sales of new energy vehicles in June reached 571,000, a year-on-year increase of 141.4% and a month-on-month increase of 35.3%, setting a record high! Under the policy of halving the car purchase tax, new energy vehicles have not only not been affected, but have improved month-on-month exceeding expectations. From January to June, 2.467 million new energy passenger cars were wholesale, an increase of 122.9% year-on-year.
Comments: html sold 570,000 new energy vehicles in June, which is a little better than the 530,000 vehicles predicted by the agency! But there is still a gap between the previous predictions of 600,000 vehicles by the Passenger Car Association; so it is considered normal performance, and there are not many surprises.
Everyone knows that new energy vehicles sold well in June. First, various policies are strong, purchase tax is halved (this is for fuel vehicles), cash subsidies, etc. will stimulate everyone to buy cars; second, the oil price rises too crazy, forcing everyone to change to tram!
But the next July is a test, because the policy pull effect will become weaker and weaker, and it will be the off-season for the market. The good news is that as the epidemic has passed, the resumption of work and production has been quickly put into place, such as BYD in hand orders of 800,000+. It can be produced at full capacity, and new energy vehicles are expected to grow by about 20% year-on-year in July!
However, there is a tough flaw in the automotive sector, which is that the interim report season is coming, and automobile performance is generally not good. Because the money was earned by the upstream lithium mine company, the midstream lithium battery was very difficult, and the Ningwang is so crazy, but every time it was in the performance season, the performance crashed! This shows that the organization is very worried. Not to mention the downstream of
, the competition is too fierce. NIO , Xiaopeng , Ideal and other new forces are all losing huge losses, and BYD only made 800 million in the first quarter. If the performance of automobiles is very poor, especially traditional vehicle companies, the stock prices have risen so much, will the funds continue to buy them?
2, June non-agricultural data exceeded expectations The Federal Reserve raised interest rates 75 basis points almost no suspense
The number of non-agricultural employment in the United States increased by 372,000 in June, the smallest increase since April 2021, with an estimated 268,000, and the previous value was 390,000. The market generally believes that the growth rate of non-farm and wages in June is better than expected, and there is almost no suspense about the Federal Reserve's interest rate hike in July 1 75 basis points! But US stocks opened low and closed high tonight, and are now turning red.
Comments: The United States’ non-farm data in June exceeded expectations, and the unemployment rate of remained unchanged at 3.6%. The data of is so good, but the U.S. stock opened fell , and funds ran the Federal Reserve to aggressively raise interest rates. The 75 basis points rate hike in July was basically set to !
But soon the US stock market rose and now it is turning red; because there are already expectations for interest rate hikes of 75 points. And the good economy shows that the risk of a recession in the United States has weakened, so the market has started to get excited again.
For China, the Federal Reserve wants to raise interest rates, and Central Bank is also prepared. 3 billion reverse repurchase for five consecutive days this week, with a total reverse repurchase of 15 billion; but 400 billion yuan expired this week, equivalent to a net withdrawal of 385 billion ! The central bank now chooses to tighten, and it is time for the market to be able to happily let go again when the market is really short of money.
3. New investors are entering the market! China Settlement: The number of new investors in June was 1.33 million, an increase of 10.62% month-on-month
China Settlement Data, the number of new investors in June was 1.3303 million, an increase of 10.62% month-on-month. The two consecutive months of decline ended, and in April and May, new investors fell continuously due to poor stock market conditions. However, it accelerated again in June, with new investors exceeding one million for eight consecutive months, and the number of investors at the end of the period exceeded 206 million.
Comments: htmlIn June, new investors were 1.33 million, a month-on-month increase of more than 10%, and new leeks entered the market again! The reason is that the market rebounded in June and the index rose sharply. Due to the bad market conditions in April and May, new investors only had 1.25 million and 1.2 million respectively, and now they have finally stopped the decline.
At present, the total number of Chinese investors has exceeded 200 million, the largest group in the world. Even if you remove duplicate accounts, more than 100 million stock investors are invested, plus 600 million fund investors; the population related to the stock market may account for one-third of the domestic ! So those who say that the stock market is not important will definitely not trade stocks.
From the perspective of domestic reality, it is inevitable to expand the capital market. On the one hand, there is a huge global inflation, and everyone has the desire to increase their assets; on the other hand, houses account for 70% of everyone’s wealth, which is very abnormal and the risk is too great! Therefore, slowly transforms A-shares into a reservoir, allowing the people to share the dividends of China's economic growth. This is the historical process!
4, Zhongtong Bus: It is expected to turn losses into profits in the first half of the year, achieving a net profit of 20 million to 25 million
Zhongtong Bus announced that it is expected to achieve a net profit attributable to shareholders of 20 million to 25 million in the half year of 2022, with a loss of 149 million yuan in the same period last year. The main reasons for turning losses into profits: First, the company adjusted its market and product structure, sales of large and medium-sized passenger cars increased, and the gross profit margin of products increased; second, the disposal of Xinjiang Zhongtong Bus Co., Ltd.'s equity in this period affects the increase in profits.
Comments: Zhongtong Bus resumed trading for three days, hit the limit the day before yesterday , yesterday the ceiling, and today the limit the limit... It's so exciting. The company announced its performance tonight, turning losses into profits in the first half of the year, with a net profit of 20 million to 25 million! seems pretty good, but if you look at the announcement carefully, part of the profit depends on selling assets, otherwise it will probably be a loss.
Zhongtong now has a market value of 11.2 billion yuan, and its stock price has risen by 5 times in more than a month. I have made such a little money, and the sales of car are not very good. The sales in June are 443 units, and the cumulative sales this year are 3,182 units, a year-on-year decrease of 17.16%!
A shares allow monster stock , but ZTO, Zhejiang Bao, etc. are completely speculating on emotions, don’t think about eternity. Once you start to make up for the decline or break the level, running away is the king, otherwise you can go down wherever you go.
Aigujun’s judgment, new energy vehicles are still very strong, and they will definitely not die in the short term, but main upward wave definitely does not have ! Especially for emotional hype targets, with Zhongtong Bus and Zhejiang Shibao both hitting the limit, this cycle is approaching its end! Stop your hands and wait for the new cycle to begin.
Daily chat:
Abe was assassinated, Except for the Japanese stock market and our Big A, other markets are not affected! is red, which is a bit sad and a bit embarrassing.
Abe We have all heard of Abe, and it can be said that he is the most familiar Japanese Prime Minister to the Chinese people. But this accident should not particularly affect China-Japan relations! In essence, China-Japan relations are an extension of China-US relations. If China-US relations are good, China-Japan will definitely be good; if China-US relations are bad, China-Japan relations will not be much better.
is nothing more than Abe who can get along with everything and play the way to balance.The successor Kishida Fumio sits directly on the side of the United States and is willing to become the pawn of the United States. That's the difference!
Today, Big A was a dull day, Many investors did not have the heart to trade stocks, and started to discuss international events ! This is the stock investors, not only knowledgeable but also worrying. For example, this is the virtue of loving stocks. Do you need to change it?
I won’t say much about it on the weekend. I’m a little tired this week, but I don’t know where I’m tired. Thinking about it now, maybe I haven’t written a joke in a long time.
Finally, I send a few chicken soup. The manifestation of a person's maturity is:
Learn to let go of the person he likes,
Learn to stop disturbing others.
learned to enjoy loneliness alone,
learned to love yourself well.
These sentences were sent to me by the girl. Has she been heartbroken?
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