More than 100 shares in the two cities rose by more than 9%! Lithium electricity, rare earths, wind power, energy storage, etc.

The three major indexes of the two cities collectively closed higher, and the market mood was active. Lithium electricity, power equipment plate continued to rise, individual stocks set off a rising tide; photovoltaic plate rose sharply in the afternoon, wind power, energy storage, rare earths, auto parts and other new energy direction plate rose collectively. In addition, industrial mother machine, military industry, semiconductors and other plates have been pulled up one after another.

Plate aspect

Today, the new energy plate rises again, the lithium plate rebounds and leads the rise, the auto parts plate continues to be active, and the wind power, photovoltaic, power equipment and other green energy plates strengthen again. In addition, the military industrial plate bottomed out and rebounded to carry out a strong repair.

In lithium electricity plate, lithium extraction from salt lake, rare earth permanent magnet, fluorine chemical industry, phosphorus chemical industry and other upstream industrial plate of lithium electricity rebounded strongly, its outbreak logic may be due to the expectation of price increase. For example, professionals say that the new capacity of lithium carbonate will still be in short supply next year, much less than the new capacity in the middle and lower reaches, and the limited production capacity of Qinghai Salt Lake in winter exacerbates the supply problem.

The military industry plate fell sharply yesterday, and today it bottomed out and rebounded for strong repair. This trend is not unfamiliar, such as the military sector on August 24 by the collection of news, but also out of the first big kill and then strong repair trend. As a matter of fact, the decline in mood caused by the news can only affect the short-term trend, not the general trend.

Finally, it is worth mentioning that the photovoltaic trend stock Aikang Technology in today's volume limit and set a new record, the technology has become a strong form of "sea and sky", followed by three days of qualitative principles to observe whether the breakthrough is effective.

To sum up, the upstream varieties of the new energy industry chain may have the expectation of rising prices again, prescient funds may start the overfalling market in advance; the military industry plate killed by mistake yesterday, and today's repair may be regarded as a normal expectation.

In terms of individual stocks

Yesterday, Huguang shares failed to hit 7 even boards and failed to bid at the end of the day. Generally speaking, the next morning trading did not rule out the possibility that funds would continue to be "nuclear buttons". Of course, there are also missed bids in historical data but exceeded expectations the next day. For example, in May this year, Fujian Jinsen failed to hit 7 consecutive boards, and the stock rose by the daily limit the next day.

In the actual market this morning, the price of Huguang shares opened sharply lower, and the panic was released directly. Then the stock opened low and walked high, but the overall weakness fluctuated. At the same time, it was also observed that the opening position of the auto parts plate index was near today's lowest point.

By the close, the auto parts plate continued to be active, Chitai shares were promoted to four consecutive boards, Zhongjie Seiko, Dehong shares, Songzhi shares, Feilong shares, Zhejiang Liming shares rose by the daily limit, but Huguang shares were weak in repair. as a whole, the situation of low position is strong and high position is weak.

Huguang shares may have another chance to repair tomorrow, but they need to take the initiative to pull up, that is, they need to rise with high positions and low positions tomorrow, rather than repair them with high positions as they do today. Of course, Huguang shares are also likely to continue to kill tomorrow, so it is likely that the stock will seek support for the 10th line.

Future analysis

In terms of the index, as of the close, the Prev index was up 0.44%, the Shenzhen Composite Index was up 0.67%, and the gem index was up 0.81%. Northbound funds sold 238 million yuan net throughout the day, ending four consecutive days of net purchases, of which Shanghai shares sold 1.033 billion yuan and Shenzhen stocks bought 795 million yuan.

At the beginning of this week, the new energy track fell for two days in a row, but today it directly went up and came back in one day, maintaining the overall shock pattern of "chasing down and killing rise", that is, if it fell more, the acceptance of funds was stronger; when it went up, the selling pressure may be concentrated. Because at present, there is no obvious negative in the market, only the psychological pressure of the fund ranking war. Under this expectation, the index is likely to fluctuate repeatedly before the end of November.

In terms of sentiment, it rose 3282, an increase of 2052 over the previous trading day; 94 (excluding ST, unopened new shares), an increase of 34 over the previous trading day; 14 fried boards, 2 fewer than the previous trading day; gem / Science and Technology Innovation Board stocks rose 10, an increase of 6 compared to the previous trading day; and 1 fell by the limit, 3 less than the previous trading day.

The market is in a buoyant mood today. On the plate, except for yesterday's strong consumer plates such as liquor and medicine, most of them rose, and the new energy track was strongly repaired collectively; on individual stocks, more than 3200 shares in the two cities were floating red, with a limit of nearly 100.

Focus on market news

1. Domestic commodity futures closed LPG up more than 5%.

November 17-domestic commodity futures closed with ups and downs. LPG rose more than 5%, soda ash rose more than 2%, palms and coke rose more than 1%, plastics and beans rose slightly, glass fell more than 3%, red dates and EB fell more than 2%, apples and iron ore fell more than 1%, and Zheng alcohol and peanuts fell slightly.

2. Us courts restore 201 tariff exemption for double-sided solar modules

November 17, the United States International Trade Court (CIT) officially announced the resumption of tariff exemption for double-sided solar modules and reduced the tariff rate of Article 201 from 18% to 15%. Under these two changes, the additional duties previously imposed will be refunded to the relevant companies. The US government initially granted a 201tariff exemption for double-sided solar modules in June 2019, but the Trump administration revoked the exemption in October 2020 and raised the 2011tariff rate to 18 per cent in announcement No. 10101. CIT said: "the previous announcement No. 10101. It not only constitutes an obvious misinterpretation of laws and regulations, but also goes beyond the scope of presidential authorization. "

So, what is the development prospect of polysilicon technology in China's photovoltaic industry? what is the development trend in the middle and lower reaches of China's organosilicon industry chain under the goal of "double carbon"? what kind of solution will be used to solve the problem of photovoltaic supply chain? how is the price of metal silicon in China going ….

Please follow that SMM plans to hold the 2021 (9th) SMM Silicon Summit in Kunming, Yunnan Province from November 25 to 26, which will gather industry leaders and will conduct a comprehensive analysis of the hot topics concerned by the market. Look forward to your participation!