On Tuesday, A-shares closed up collectively, with a total of 2752 individual stocks in the two cities rising, and 68 individual stocks rising and limiting. Northbound capital inflows amounted to 1.3 billion yuan. The index level extends the momentum of the short-term rally and may continue to test upwards on Wednesday, expecting to encounter pressure near 3670.
On the disk, the lithium battery plate began to rebound, setting off a rising tide in the afternoon. From the perspective of the market, the collective change of lithium batteries is more like a short-term oversold rebound.
The market's concern about the lack of lithium next year is gradually forming a logical consensus.
According to the daily economic news report, it was learned from lithium mining enterprises in Sichuan and other places. Recently, the price of lithium salt has rapidly exceeded 200,000 yuan / ton, straight to 250,000 yuan / ton. Even lithium companies have received quotations of 300,000 yuan / ton. In addition, driven by downstream demand, the supply of lithium salt is insufficient, and upstream enterprises basically do not implement long orders, and raw material prices follow the market. Some lithium salt companies expect: "Next year, the concentrate will usher in the most scarce moment." ”
At present, the logic of lithium deficiency has not been fully fermented, so the medium-term prosperity of lithium batteries is actually not clear.
From the perspective of chips, from the perspective of public offering, many funds that have heavily invested in lithium battery tracks this year have benefited a lot. But this year's ranking has been settled. After New Year's Day is the new year, lithium batteries from the current position to get higher revenue in 2022 than this year, is not a simple thing.
Institutional repositioning will become a new selling order for the lithium battery chain, which needs to be paid attention to after New Year's Day.
After the Christmas holiday, Northbound Funds returned to trading, tepid. Follow-up to look at the movement of US stocks, the focus is on Tapers and interest rate hikes, as well as the Chinese stock game. From the perspective of static valuation, Chinese stocks have entered the optional range of trading on the left, when will the fundamentals and expectations start to improve? No reliable signals have been seen yet
According to research from Damo, the S&P 500 hit a record high last week, but the rally is increasingly driven by a small number of large companies. The record concentration of transactions reflects the cautious attitude of investors in the pursuit of certainty.
After the pandemic, the world has experienced an epic flood of water, and the resulting side effects are likely to have an impact in 2022. The first is the inflationary choice facing the dollar next year. This is reminiscent of the tech stock bubble of 2001. The economic recovery in the post-covid-19 era has shown fatigue from its peak, and fundamentals face a certain risk of contraction. Although it does not mean that it is bearish, caution itself reflects the current environment.
Just like the real big bull market is a hundred flowers blooming, more rotation, everything can be fried in the sky. And the group, the strong Hengqiang, this kind of can only be seen in the bear market. Because the bull market is the drumming of incremental funds constantly entering, and the bear market is the stock game, the surviving sickle against the sickle.
In contrast, in China, the central bank held a video conference on the morning of the 27th.
It is required to comprehensively use a variety of monetary policy tools to maintain reasonable and sufficient liquidity, enhance the stability of the growth of total credit, increase support for the real economy, and maintain the growth rate of money supply and social financing scale to basically match the nominal economic growth rate.
The central bank began to make counter-cyclical adjustments in advance, linked to the previous decisions centered on economic construction. Monetary policy is loosened first, depending on how credit is transmitted later. It is foreseeable that if credit grows significantly, the banking system will need to expand its balance sheets, which will especially test the risk control ability of financial institutions in the downward cycle.
That is, to release credit and complete the task of maintaining stability. It is also necessary to control the risk of bad debts and hold the bottom line of financial risks. 2022 will not be an easy year for banks to make money, compared to the business model of liquor, which is too hard for banks.
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