After the disk, there was suddenly bad news, which had an impact on the three major tracks, so I quickly shared it with you!
The United States will announce this Tuesday (that is, tonight): tariffs on Chinese electric vehicles, medical supplies, and solar energy products!
To be honest, I didn't feel much when I saw this news, I was used to it for a long time! Tomorrow the market should not react too strongly, after all, it is not 2018, and the market has long been immune to these tricks of the United States.
The key to the medium-term market of new energy, new energy vehicles, and medical care is still in the fundamentals of the industry, rather than the local news.
China's photovoltaic and new energy vehicles account for more than 60% of the world's share, and a large number of photovoltaic products are exported every year, and the export momentum of new energy vehicles is also relatively strong, seizing a lot of the US market. Now that the United States has set off a wave of anti-globalization, 5G, photovoltaics, new energy vehicles and other industries that can't play with us, it will not play with us behind closed doors, or impose tariffs to prevent us from having fun, which is a super disgusting world stirring up sticks. High-end chips, advanced technology, etc., where they have played with us, they will play tricks, only give us low-end ones, restrict our development, and have no international credit at all.
1. Photovoltaics
The involution of the photovoltaic industry is relatively serious, the performance has turned into negative growth, and the medium-term market is not optimistic for the time being.
Tongwei Co., Ltd., a leading photovoltaic company, has experienced a decline in operating income for 6 consecutive quarters, a loss in net profit for two consecutive quarters, and a negative growth rate for 4 consecutive quarters after deducting non-net profit.
Another photovoltaic leader, LONGi Green Energy, has also seen its revenue and net profit decline for many consecutive quarters, and its loss margin is still expanding.
The PV industry has a clear cyclical nature, and when the industry shows no signs of bottoming out, it is very risky to take a heavy dip, because it is difficult for us to judge when the industry can reverse.
If you can't tell when the industry trend will reverse, and you really want to play, then you can only start from the technical side.
At present, the photovoltaic sector has not stepped out of the upward trend, and the 120-day moving average that has been suppressing the market has not been broken through and confirmed, and the trend structure is still weak.
2. New energy vehicles
New energy vehicles are also involuting, and the price war is round after round.
The year-on-year growth rate of CATL's operating income has declined for six consecutive quarters, and the last two quarters have directly entered negative growth.
The white box of the new energy vehicle plate is under greater pressure here, and it is difficult to break through strongly, and it is more likely to choose the direction after a shock.
3. Medical treatment
Today's news has some medical implications, but the more important news is tomorrow's review of the Biosecurity Bill.
If the situation is worse than expected, medical care is likely to be the last fall, and the bearish is all good, and it is very likely that a super bottom will be formed in the next few years.
If the situation is better than expected, medical treatment may take off on the spot, after all, it has been suppressed for too long, and after the negative is exhausted, it is easy to go for a reversal or a big rebound.
Tomorrow is an important node in the medical and biological sector, pay close attention to market trends!
Finally, please give a thumbs up, give encouragement and support, thank you very much!
The above content is personal opinion only and is not intended to be instructive. The mention of individual stock funds is only to record market views and the actual operation process, and accumulate materials for future creations, without making any recommendations, please do not blindly follow up. Past performance is not indicative of the future and investors should be aware of the risk of market volatility.