The market is not dangerous, securities companies, banks stabilize the market, hot topics began to gradually spread.
Thanks to eye-catching credit data, the real estate sector rose again today, driving a rebound in steel, coal and so on. Real estate, as interpreted in the previous article, is the cornerstone of a stable economy, and there are still strong expectations in the second half of the year under the economic growth retardation.
However, the current mainstream direction of the market is still the rotation logic of consumption and high-end manufacturing.
The direction of consumption, mainly bullish price spread and recovery expectations.
But price increases are short-term stimulus, and recovery is the key to supporting growth. At present, the short-term stimulus on consumption is strengthening, but the recovery expectation is lagging behind, so the consumer goods are going to be in a flurry.
As the epidemic further fades, the medium-term logic of consumption recovery is established and is expected to continue to show up from the fourth quarter to the first half of next year.
Here again, I will emphasize liquor, which is an important branch of consumption. From the perspective of large industries, liquor is still a place with high certainty of growth, and the current valuation is relatively reasonable, focusing on high-growth second-tier liquor varieties. Compared with today's world, this previous article has been interpreted many times, and today it continues to rise sharply to hit a new high of rebound, and recently in the liquor sector out of the independent market, which is the role of the company's texture.
At the same time, the direction of home appliances, benefiting from the double benefits of real estate recovery and the decline in upstream raw material costs, recovery is also on the way.
Lithium batteries, mainly bullish prices, the most upstream lithium materials are still continuing to rise in price, but the increase is declining. With the release of rare and huge demand, the price increase is expected to continue. Because the production cycle of related enterprises is long, the fastest is the second half of next year.
Before the end of the year, lithium materials are expected to have a wave of price increase space, but at this time, we should consider whether next year's performance can be sustained, the problem of price decline, and still face the need for valuation digestion. Subsequent pulls are not ruled out and then enter a longer period of adjustment.
In terms of photovoltaics, it mainly tracks changes in the price of silicon materials.
The data shows that the price of silicon materials this week remained stable, the domestic monocrystalline compound feeding price range was 267,000-275,000 yuan / ton, the average transaction price remained unchanged at 272,200 yuan / ton; the price range of monocrystalline dense materials was 265,000-273,000 yuan / ton, and the average transaction price remained unchanged at 269,900 yuan / ton. Ended the previous trend of 3 consecutive months of sharp gains.
This is a good thing for the entire photovoltaic industry, and it can be seen that photovoltaic stocks have begun to move recently.
However, from the perspective of the entire expansion cycle, the substantial increase in silicon supply will be at least in the first quarter of next year, and now the price can at most remain unchanged or fluctuate slightly up and down.
Therefore, there are small opportunities for fluctuations in photovoltaics at present, but large opportunities also need to pay close attention to changes in silicon prices.
Wind power, this piece of temporary no problem, installed capacity is better than photovoltaic, there are also cost advantages, now the main focus is offshore wind power, this previous article also focused on the interpretation, here is no more to say, this piece of short-term prosperity is still there.
In terms of military industry, the logic of the military industry was also interpreted again in yesterday's article, which highlighted several leading enterprises in several directions, and today they are basically hitting new highs.
At present, most military enterprises are based on the mode of sales and production, and the fourteenth five-year plan for China's military industry demand for equipment is more diversified, which also brings about the outbreak of demand, most of the main engine factories are currently opening a new round of expansion to cope with the outbreak of follow-up demand, which also brings more certainty to the performance growth of military enterprises.
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From the perspective of the market environment, it is still dominated by shock rotation, but it is also necessary to maintain more optimism. Mid-to-late November last year coincided with this time, but a positive line opened a continuous New Year's Eve market. This year also needs to be looked forward to.
In addition, the original sculpture at the entrance of the Shenzhen Stock Exchange is composed of three copper bulls and a number of bears with different shapes. Just a few days ago, the bears at the gate of the Shenzhen Stock Exchange were removed, and only cattle were left!
A share is a process of continuous harvesting of retail investors, lao Zhang fan must be by enhancing the ability to invest in research and grasp the ability to grasp the pulse of the market to arm themselves, this is also the public number: lao Zhang investment research has been doing!
Adhere to the good company, sleep is steady! Welcome to the message area exchange!
No matter how good the investment and research logic is, it also needs the cooperation of the market, the recognition of funds, and a strong ability to choose time.
The above content is only based on the current market environment and the interpretation and analysis of the company's fundamentals, and does not make specific trading suggestions. The stock market is risky, and you need to be cautious when entering the market