Ji Mengjie believes that when the index comes down to 3500 points, everyone's mood is relatively low, and he believes that the market is very weak. The end result is that the index has rebounded from 3,500 points to 3,600 points in the self-perceived downturn. Now it is another round number mark, and we believe that the index is expected to usher in a sharp offensive after the consolidation here, called the winter offensive. The core basis for this is the expectation that the market has a macro liquidity inflection point here. So don't step on the air here.
Ji Mengjie: The short-term divergence of the new energy midstream industry is very large!
At present, funds are not cold to the entire midstream market of new energy. It will not be recognized by the market in the short term. After the agency conducted a survey of the scheduling data of the new energy upstream next year, it was found that it was obviously less than expected. CATL believes that its production capacity can reach 350G next year, but after institutional research, it found that its actual production capacity is only 280G, so the market here is more divergent about the upstream capacity next year. Once the agency puts a question mark on the upstream scheduling expectations, it will not be cold to the entire midstream. Moreover, after the sharp rise in midstream companies this year, they have expanded production, which has ultimately reduced the shortage of midstream. But we think it's still in short supply.
Liu Sihan: What are the investment opportunities for new energy in the fourth quarter?
Next year, the shortage may be copper foil, diaphragm, graphitized negative electrode. However, after giving such a strong boom expectation, the market did not immediately move, indicating that the market's funds do not have a strong willingness to attack here, so our better strategy here is to wait, and look at the midstream investment opportunities of the new energy industry chain in a waiting way.
Source: Positions can start to increase!
The recent trend of the Shanghai Composite Index is a bit beyond expectations, and his rebound trend is generally good. But it is still the same, the market volume is still not effectively released, some lacking. However, the downward adjustment space of the index is very limited, and the overall systemic risk does not exist, so the market is likely to continue to adjust the trend of range consolidation. Coupled with the fact that it is the end of the year, it is an important time point for many public funds and institutional funds, and under such conditions, we should actively pay attention to the disk surface, and the position can be appropriately increased.
If you think the point of view is not bad, welcome to comment, your comment is my biggest motivation!
(Editor-in-Charge: Qin Jinhua)
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