There is a rainbow after the storm! See you sunny next Monday! (2021.08.26Stock Market After-Hours Analysis)

First, the general trend of the market

The market adjusted as scheduled, and the legendary black Thursday reappeared; in view of today's adjustment strength and the candlestick chart, the probability of continuing to adjust tomorrow is large, but there is also hope to stop falling.

The entrepreneurship index K-line chart was suspended yesterday, the standard bearish pattern, today's yin and yang confirmed the adjustment trend, and the probability of continuing to adjust tomorrow is large. However, in view of the strength of this rally, it is highly likely that the upward trend will be regained after adjustment.

Therefore, tomorrow's broader market forecast will continue to adjust, but it is a good opportunity to suck low.

Second, market sentiment

The emotional state of the market changes with the rotation of the cycle, with the characteristics of spring ploughing, long summer, autumn harvest and winter Storage.

Although today ushered in the divergence, but pro-cyclical resources non-ferrous metals and other continuous singing, this is a round of money-making effect to come characteristics, even if the adjustment also has the opportunity to make money, that is, corresponding to the nature of the summer long, according to the cycle theory, after the divergence of the consistency is a high probability.

In this round of the cycle, under the trend of today's sharp decline in the index, non-ferrous metals are the strongest, proving their dynastic trend, that is, confirming that non-ferrous metals are the strongest main line of this round. The main line of stock speculation and buying has the highest security and the most profitable.

Third, the market hot plate

1. Non-ferrous metals

Reasons for the outbreak: non-ferrous metals continue to be favorable, heterojunction battery field or will significantly pull steel demand, Zhuzhi Zinc indium metal strong lead the rise of non-ferrous metals.

The leading stocks are Zhuzhi Group and Xinbo Shares.

2. Chemical industry

The reasons for the outbreak: refrigerant prices rose, PVDF prices continued to reach new highs, and FVDF strongly led the chemical sector. Japan's Shingoe Chemical Co., Ltd. announced that it will adjust the price of silicones, one of its main products, in Japan and overseas, all products from the current price increased by 10% to 20%, some products increased prices.

The leading stock is Hesheng Silicon.

Fourth, the main market speculation direction (outlet)

Today, the main purchase amount of the market is the graphene, lithium battery industry chain, representative stocks:

1 party large carbon: the main net purchase of 647 million yuan, Shanghai Stock Connect, institutional main buy.

(1) Graphene: The company is the world's forefront of the production and supply of high-quality carbon products, nuclear carbon materials scientific research and production base; the leading products cover various power graphite electrodes, microporous carbon bricks, semi-graphite carbon bricks, etc., covering 4 series, 38 varieties, 126 specifications of upstream fields with high-grade graphite ore.

(2) Performance growth: The semi-annual report was released on the evening of August 24, and the operating income in the first half of the year was 2.364 billion yuan, an increase of 44.57% year-on-year; the net profit was 502 million yuan, an increase of 153.01% year-on-year; and the basic earnings per share were 0.1319 yuan. During the reporting period, the price of bulk commodities increased, the downstream market demand improved, and the company's graphite electrode products rose in volume and price compared with the same period last year.

2. Zhaoxin shares: the main net purchase of 418 million yuan, a number of top floating funds work together to seal the board.

The concept of lithium extraction in salt lake, the company said that while ensuring the quality of traditional business, the company will mainly focus on the upstream industrial chain of electric vehicles to lay out the field of deep processing of lithium extraction and lithium salt products in salt lake.

Fifth, the market popularity stocks

1. Kehua data

Reasons for the rise and stop: Announced on the evening of August 19, the company recently signed a strategic cooperation agreement with the State Grid Integrated Energy Service Group Co., Ltd. The two sides intend to cooperate in the fields of photovoltaic inverters, energy storage converters and system integration, cooperative development of new energy projects, disposal of new energy power stations built, integrated energy service business, data centers, and smart electric energy, and promote the final equity cooperation between the two sides on the basis of business cooperation.

(1) Energy storage: The company's main products in the photovoltaic field include photovoltaic inverters, photovoltaic off-grid controllers, energy storage converters, off-grid inverters, etc., and the cumulative installed capacity of energy storage in the world exceeds 1.1GW, involving 720MWh large-scale energy storage power stations in Gansu, energy storage projects in Shaanxi Tongchuan/Shanxi Changzhi photovoltaic technology leader base.

(2) Inverter: The company has more than ten years of new energy product technology and solutions development experience and brand accumulation, to provide customers with high-quality photovoltaic inverters, photovoltaic off-grid controllers, energy storage converters, off-grid inverters and other products and corresponding supporting system solution services, currently in large-scale ground power stations, distributed power stations, frontrunner applications, photovoltaic composite projects and other aspects of mature applications

2. East China CNC

Reasons for the rise and stop: Announcement research report high-end manufacturing (industrial mother machine) Neilong II2021-08-24 Concept Analysis The company is a high-tech enterprise with research and development, production and sales of CNC machine tools, ordinary machine tools and their key functional components as its main business. The company's main business products include CNC gantry milling machine (gantry machining center), CNC gantry grinder, CNC cylindrical grinder, universal rocker milling machine, surface grinder, dynamic and static pressure spindle and other machine tools and functional parts. The company is a machine tool manufacturing enterprise with a large number of CNC gantry guide grinding machines in China's machine tool industry. The CNC gantry guide grinder of different specifications such as 1.2 meters to 3 meters wide table width and 2.5 meters to 16 meters long table produced by the company is used as a working mother machine by dozens of machine tool manufacturing enterprises in Shenyang, Dalian, Shanghai, Baoji, Yunnan, Jiangsu and other places, and is widely used in aerospace, military and equipment manufacturing industries.

Sixth, trading strategy

1. Today's market divergence is a good thing, is a good opportunity to intervene, especially the main line of non-ferrous metals surfaced, according to the main line of the market can go further, so the divergence after the turn of the consensus is a high probability event, therefore, tomorrow after tomorrow is the opportunity to buy the main line of leading stocks.

2. The volume of transactions broke out, the trillion market continued for a long time, directly favorable to securities, which is hard logic; combined with the full adjustment of securities, combined with the decline in the market, this is a low-suction securities opportunity. The trend leader is Orient Securities, and the elastic leader is Great Wall Securities. Securities are always suitable for low suction lurking, not suitable for chasing up.

Stock speculation insights:

1. Stock speculation never leaves the main line of the market, and the market with the main line has sustainability.

2. There is no main line of the market, fast in and fast out, the next day is super short.

3. Follow the outlet, the pig will also fly to the sky, the direction of stock selection is preferred; that is, to follow the strongest mainstream of the market, which is the safest and most profitable method.

4. Stock selection will give priority to the outlet or main line leading stocks; followed by other super hot leading stocks.

5. The market main line leader continues to rise and stop and the little brother does not keep up, indicating that the market is nearing the end of a wave of speculation, that is, when the position is reduced.

6. Ultra short rhythm, buy in divergence, sell in consistency.