As soon as the stock falls, there are more ghost stories.
The Ningde era today a bardo line down, triggering unlimited speculation in the market, the network rumors that "the Ningde era is seeking help from professional institutions in the United States to consult the possibility of being sanctioned by the United States." After all, before there was a "fatal Kant" has been sanctioned by the old United States, the stock price has hit the street, if Ningde is sanctioned, is the stock price also having to follow in the footsteps?
But this idea is still a bit naïve, to order Kant equipment and materials to import from the United States, the business is also deeply rooted in the United States, the neck is dead by the American card, so the consequences of its sanctions are terrible, there is no room for retaliation, and the stock price has been reflected.
But the Ningde era is different, its business 70% in the domestic, 30% or so in foreign countries, many people say that Tesla can not use the Ningde era battery, ah, this is also a bit of a matter of course, Tesla 30% of the sales in China, it hard steel Ningde era, afraid that I want to lose the Chinese market do not want?
Therefore, the Ningde era fell sharply, I think it is still the spontaneous action of market funds to kill the overall valuation of new energy, Longji, BYD, Andunlight Power, none of which have fallen.
In fact, during this period of the sharp decline of the ChiNext board, among most of the weighted stocks of the ChiNext board, the Ningde era is still resistant to falling, but after today's big fall, its decline has slowly caught up, so Ning Wang's big fall today, I prefer to understand it as "making up for the fall".
Market conditions
For 4 consecutive days, the market of 3000+ stocks is destined to not go long, not to mention that yesterday came a full house of red, so today's market choice to close down is not an accident, yesterday I have also said, falling into the bag is the right choice for the short term.
Today's market rhythm has returned to the old road ahead, air tourism, infrastructure cycle, plus a leading pork, the logic is still very clear, most of the opportunities are unified in 21 years of sharp decline, or stagnant stocks.
Cuiwei did not seal the board today, the red disk closed or look at the ChiNext lying down, the funds have no power to come out, but the tail plate with the rebound of Ning Wang, Cuiwei is obviously a bit overwhelmed.
The main tone of the market is still on the main board, large infrastructure and banks and other stocks, followed by the concept of some small bills of speculation, such as today's underground pipe network, and then such as yesterday's digital currency, but these are relatively difficult to grasp, the day's big rise in the market is to chase into the hair set.
The track and consumption are still recovering, but the probability of gradual warming is expected to increase, which is also where my core investment target lies. Recent words are still recommended to pay attention to brokers, the current superiority of brokers is very obvious, 21 years of stagflation, but also belongs to the category of large financial blue chips, plus 21 years of performance is also quite good, in many ways to cater to the investment logic of the current market.
Hit new proposals tomorrow
Newteg 301229
Issue price 20.80
Issued PE29.68 industry PE32.29
The company is mainly engaged in the research and development, production and sales of aluminum casting parts and plastic parts in the fields of automotive suspension systems, automotive interior and exterior decoration.
Valuation data of listed companies can be compared
The technical content of the issuer is general, as a second-tier supplier, the upstream is plagued by the rise in aluminum prices, the downstream faces strong large customer price pressure, the bargaining power is weak, the gross profit margin in recent years continues to decline, the increase in revenue does not increase profits, the first quarter continues to pre-decline, the company has no strong expectations, the only bright spot is the issue price is affordable.
Hit the new proposal: New tiger 301229 issue price and market value is low, the risk of breakage is very low, the profit expectation is general, and it can be subscribed.
New shares on the main board: Jinhui shares are 603132, and it is recommended to subscribe (the new shares on the main board are currently approved system, and the issuance of PE is less than 23, generally not analyzed)
Convertible bonds: Double Arrow bonds are 072381, it is recommended to purchase.
That's all for today, just for participation.