Text | De Xiao Cai
Today is Wednesday, October 20th, and Brother Cai is meeting with you again.
Sure enough, yesterday's late thermal coal futures diving was not a good thing, it can also be said that some of the smart funds knew something in advance, but also corresponded to the power surge yesterday afternoon, I have to say that the news acumen of the top funds and the market response is really a must, many people do not know why the afternoon to pull power.
It has always been said that power companies are continuing to lose money due to the soaring price of coal, and this coal has once again been dealt a heavy blow by the regulator, which is not a great benefit for thermal power. Early bidding Wenshan power 850,000 orders, should understand, has been many times, today's power is harmless, the old Long mindong power change form is good also to boost the plate again.
Huadian International is the intraday pioneer of the plate, and Guangdong Electric Power A, Huaneng International, Datang Power Generation and other thermal power plants have followed suit.
Northbound is still a bit of prestige, yesterday Ningde stepped back, bought 700 million, this morning the market directly jumped up, boost the new energy sector, and then fell back in this context is not important, because has given funds to charge the confidence and time. Chuanneng Power takes the lead, why pull lithium salt here?
At the time of the noon broadcast the day before yesterday, Cai Ge analyzed the chemical industry and lithium salt is the variety that has not been moved in this wave of rebound, and these days have been performed in turn, Lianchuang shares are a large number of institutions to investigate and meet, easy 25%+.
Lithium salt this wave is lucky, the front space has been opened, the front row and the chinese army are slightly stagnant, the funds are moving everyone knows to do the low level in the plate to make up for it.
Subsequently, with the rise and stop of Chuaneng Power as a signal, the elasticity of the plate was based on the background of Yongtai Technology, and the funds gathered to attack the upstream lithium ore plate, Rongjie shares and Jiangte Motor successively sealed the board, and other lithium battery varieties sporadically rose and fell.
Of course, standing at this node, the plate began to rebound from October 13, today is the 6th day, from the photovoltaic, lithium battery, green power and other plates of the high standard can also be seen, the highest increase of about 40% began to have a stagflation phenomenon, the front row of iKang Technology, Hubei Yihua, Yongtai Technology also to the front high or close to the previous high position. Ningde today is not past yesterday's high, but it still remains in form, which is mixed, as you know.
The index has also declined, and it is now necessary to be vigilant against the risk of a pullback of high-level stocks in the sector, and be prepared to withdraw while fighting. Don't fail to grasp the rebound, and chase the high cover when the index and the sector are facing a pullback.
When the live broadcast in the morning said, yesterday's energy storage is most likely today's digital economy, all of which are waiting for people with first hands, and high open and high will inevitably be seriously differentiated in this environment.
But it is clear that the premium performance of energy storage yesterday was flat, so there is not much money willing to do the new digital economy. And the massive data pending orders, 500 million + overnight, to the end of the auction only 250 million left. Generally in this case, the withdrawal of the order is withdrawn by half of the order, and the probability of the sustainability and recognition of the theme will not be too good. Arbitrage's strong individual stock Qitian Technology did not dare to seal back in the end.
In the afternoon, the funds collectively returned to the medical beauty. Yihua Health up and down, Aoyang Health followed the trend, and the leading 17 billion market value of Langzi shares followed the board. But yesterday's consumption of pork was directly pressed this morning, today's medical beauty can be good to where to go, Langzi shares sealing time of less than 5 minutes, and then it was smashed open, blown up.
Today's review:
The Shanghai index closed down 0.17% at 3587 and the ChiNext board down 0.37% at 3285.
In terms of turnover, the total volume of the two cities is 1.02 trillion.
Note: This article is for review analysis only and does not constitute any investment advice.