3 minutes straight to the limit! A rumor that the A-share super track has a raid at the end of the market!

Securities Times E Company

2024-05-29 17:05Published on the official account of "Company E" under Guangdong Securities Times

Today, A-shares were slightly red, and the Shanghai Composite Index rose rapidly at the beginning of the session, but gradually retreated under the constraints of shrinking transactions, and once turned green during the session, and barely closed in the red near the end.

The turnover of the two cities was 711.7 billion yuan, hitting a new low in the stage, showing that investors have a strong wait-and-see atmosphere. On the disk, photovoltaic, nonferrous metals, AI mobile phone PC, tourism and other sectors were among the top gainers, while insurance, glass substrates, ST, banks and other sectors were among the top decliners.

Wind real-time monitoring data shows that the non-ferrous metals industry has received a net inflow of more than 6.9 billion yuan of main funds today, a net inflow of more than 4.7 billion yuan for power equipment, a net inflow of 2 billion yuan for automobiles, and a net inflow of more than 1.5 billion yuan for electronics. The net outflow of the main funds of banks was nearly 1.8 billion yuan, and the communications, medicine and biology industries also had a net outflow of more than 100 million yuan.

Looking forward to the market outlook, Nanjing Securities pointed out that the structural market is still the main feature, the key is that the market style rotation is relatively fast, mainly based on the swing operation strategy of high selling and low buying, or sticking to the sectors that are still at a relatively low level and the fundamental expectations are relatively clear, including real estate chain, mandatory consumption, breeding and other sectors, the growth style sector encounters headwinds in the short term, and there are still opportunities for the new quality productivity sector to be interpreted after the risk appetite improves, and the dividend style and the overseas chain can still be laid out in the expected bumpy stage.

UBS said that the current market macro environment is close to the situation in 2015 and 2016, and the fundamentals of listed companies are better than in 2015 and 2016, and the valuation of MSCI China is only about 10.5 times, and there is still a lot of room for improvement in valuation, and the market is currently in the process of consolidating upward.

In terms of hot spots, the new energy industry has strengthened across the board, with the photovoltaic chain BC battery sector rising 4.07%, leading the two cities, and the transaction is more than 1 times larger than yesterday, Yuxing shares are 20% in a straight line, and Guangxin Materials, Trina Solar, etc.

HJT batteries, TOPCon batteries, perovskite batteries, POE films and other sectors also rose first, and Guosheng Technology, Tianchen shares, Haiyuan Composite Materials, etc. all vertically pulled the limit.

CICC said that it is optimistic about the market performance in June against the backdrop of polysilicon prices about to bottom out, supply-side policy expectations catalyzing technological progress such as HJT and 0BB catalyzed by rising silver prices. Focus on the target: 1. Inverter recommends Sungrow, Jinlang Technology, 2. Glass pays attention to Xinyi Solar, Follett, 3. Silver price rises or accelerates HJT "parity", and pays attention to HJT related: Cybrid Technology, Liansheng Technology.

The lithium battery industry chain also attacked across the board, among which solid-state batteries showed a wave of rapid rise at the end of the session, and the sector index once rose nearly 2%. Jin Longyu only took about 3 minutes, from the flat near the straight line soaring to hit the limit, Xiang Fenghua, Oriental Zirconium, Sanxiang New Materials and other tail plate have appeared abnormal pull up phenomenon.

Lithium mines, salt lake lithium extraction, cobalt metal, power battery recycling and other industrial chain-related sub-sectors also collectively strengthened. Lingpai Technology, Wanxiang Technology and other top gainers.

According to media reports today, China may invest about 6 billion yuan in the research and development of all-solid-state batteries, including CATL, BYD, FAW, SAIC, Weilan New Energy and Geely, a total of six companies may receive basic research and development support from the government.

Guoxin Securities believes that the demand for power battery installed capacity will maintain steady growth. In the future, power lithium-ion battery technology will pay more attention to the comprehensive performance of fast charging, safety, cost and energy density. It is recommended to pay attention to investment opportunities in high-performance conductive pastes, high-voltage polyanion cathodes, composite foils, new lithium salts, vapor deposition silicon carbon, large cylinders and sulfide solid-state lithium batteries.

In addition, controllable nuclear fusion, combustible ice, hydrogen energy, energy storage and other new energy fields are also active, and Aerospace Chenguang, Hengbo shares, Shenkai shares and other shares have risen by more than 10%.

Editor-in-charge: Peng Bo

Proofreading: Zhao Yan

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