This week is a complete week after the eleventh long holiday, Anda, as a worker, has really begun to close his heart and work hard to "move bricks", and on the first trading day of the week, how is the capital market performing?
In the morning, the Shanghai index opened high, and then began to oscillate, agriculture, military industry relative performance is strong, electricity, coal, chemical and other cyclical stocks high and low, especially the first two days of strong power stocks, gas stocks fell to a halt, the impact on market popularity is relatively large, and then the cro plate dived, driving the pharmaceutical sector down; in the afternoon, the Shanghai index shock went down, the market volume shrank, the total transaction volume of the two cities was less than one trillion yuan, and the coal plate rose sharply.
Message surface:
The news of "reinforcement" of 72 coal mines confirmed that thermal coal is expected to get rid of the shortage in the fourth quarter. Zijin Mining also enters the battery raw materials! Nearly $5 billion in tender offer to acquire Canadian lithium salt suppliers. The main contract of pig futures of Dashang institute rose and stopped for the first time since its listing, with an increase of 7.98% at 15285.0 yuan / ton. Lenovo Group's sci-tech board IPO review was terminated.
First look at the recent hot telephone restriction questions, in addition to the overall can not be "one size fits all" power rationing, the most powerful measures to increase supply, that is, some coal mines in many places have resumed production, of which the increase in coal production brought by Inner Mongolia, Yunnan and Shanxi accounts for about 4.6% of the existing national average monthly output, in theory, this increase in production will effectively alleviate market tensions and the excessive rise in coal prices. At the same time, the electricity price has been set by 20%, of course, the probability of price increase is very large, which is quite good for power stocks. So should today's power sector continue to rise?
Non-also, the power stock line of the whole line of adjustment, the first few days of the leader Leshan power fell to a stop, while the first two days of the same popular natural gas sector, is also the main force of adjustment, such as natural gas this wave of leading new natural gas, today also came a stop.
Leshan Power
New natural gas
For example, natural gas, take the previous article: natural gas under the expectation of cold winter, concept stocks can be "brainless" stable earnings?
It has been clearly said that do not think that the price of natural gas is at a high level, that is, you can make steady profits, many times when you find the logic of price rise, its stock price is also on the top early, at this time, if combined with technical analysis, you will find that such as new natural gas, head characteristics have been obvious, at least there is no reason to chase up at a high level, about technical analysis, see my column, I will also explain in detail in the follow-up article. #亚洲多国恐慌性抢购天然气 #
The fundamental upward logic + technical analysis is the guarantee of the stock market.
Zijin Mining has also entered the lithium mine, indicating that in the case of the global electric vehicle pattern has been determined, mineral resources are becoming more and more important, including the previous Ningde era, Ganfeng Lithium, etc., have continuously opened the "buying, buying and buying" of lithium mines overseas, many of which are premiums.
Some people say "why not buy when lithium ore falls"? Does this mean that you can buy stocks to do "high sell low suck"? It is too difficult to say that from a long-term point of view, lithium ore is very important for electric vehicles.
There is also an interesting thing today, the pig futures of the big commercial firm have risen and stopped, which is the first time since the listing. About the pork dana also said a lot, today again announced the measures of pork storage, pigs more than 5 pieces for the general farmers are losses, so pork price reversal is sooner or later. #年度第四批中央储备猪肉收储3万吨 #
Finally, Lenovo science and technology board IPO was terminated, how to say it, da na many years ago is very fond of Lenovo, the impression of that time Lenovo is the representative of domestic goods, notebooks are specially bought Lenovo brand, now many years later, Lenovo applied for IPO in the financial report, research and development costs are pitiful, basically is an assembly enterprise, perhaps "hate it" in order to express the voice of shareholders other than.
To sum up, the sharp correction of the strong power and gas concept stocks in the early stage is nothing more than a repetition of yesterday's story:
You think that catching hot spots, many times, is being led by the nose!
———— above, Financial Wang Dana, more investment thinking and logical analysis, welcome to pay attention!
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