Today, the size index diverged slightly, the Prev index closed flat, and the gem index fell 0.91%. The two markets are more red than green, with a strong money-making effect. The turnover exceeded 1.2 trillion yuan, breaking through trillion yuan for the 16th trading day in a row. Lithium electricity and other high prosperity plate collective repair, hydrogen fuel cell, energy storage concept, charging piles, UHV all-day rise, energy storage industry index rose nearly 6%, more than 30 shares of the plate rose by the limit or more than 10%. In addition, rare earth permanent magnets continue to pull up, real estate households continue to rebound, coal, steel, industrial metals are active, while food and beverage, liquor stocks today pullback, medical beauty, novel coronavirus testing continued to decline. On the market, energy storage, coal and hydrogen energy rose at the top, while the concepts of medical beauty, dental care and Hongmeng fell in the forefront. As of the close, the Prev index rose 0.08% to close at 3532 points; the Shenzhen Composite Index fell 0.24% to close at 15021 points; and the gem index fell 0.91% to close at 3437 points.
For the future market trend, institutions have expressed their views.
Soochow Securities pointed out that for two consecutive days, the market was strong and weak in Shanghai and Shenzhen, and undervalued varieties led the market, and the early extreme differentiation market began to repair. Whether the market style can be switched still needs to be closely tracked. For undervalued blue chips, it is still recommended to look at them with a rebound. The further strengthening of blue chips in the future needs to be confirmed by performance and also needs to be recognized by institutions. At present, the views of mainstream institutions are still excavating in the growth direction. For example, the recent strong national defense industry, therefore, the blue-chip rebound will not be achieved overnight, the future will be repeated. In the future, it is recommended to pay more attention to the bullish signals in the plate, such as the increase of Poly real estate holdings, Shuijingfang adjustment buyback plan, etc., in terms of configuration, it is suggested to balance the configuration, value to look more at the allocation opportunities of consumer blue chips and big finance, and growth. You can pay attention to 5G, military and industrial Internet and other varieties.
Citic Construction Investment Securities pointed out that since the introduction of the distributed photovoltaic county-wide promotion policy, 22 provinces (regions), including Zhejiang, Henan, Hubei, Jiangsu, Guangdong, Shaanxi and Anhui, have submitted pilot plans, with an average of more than 20 county applications per province. It is conservatively estimated that more than 400 counties in 22 provinces (regions) will participate in the pilot project of distributed photovoltaic (PV). It is expected that during the 14th five-year Plan period, the whole county will become an important driving force for the development of distributed photovoltaic in China. In terms of industrial chain prices, the decline in silicon prices narrowed this week, and in the case of a marked rebound in the operating rate of downstream battery and component factories, wafer manufacturers gradually resumed procurement. Taking into account the concentrated release of photovoltaic demand in the second half of the year, it is expected that the subsequent silicon price will be maintained at the level of 200 yuan / kg, and the new photovoltaic installed capacity for the whole year is expected to reach about 160GW.
China International Capital Corporation pointed out that it is difficult for corn prices to rise sharply, and prices are likely to fluctuate at a high level. Main reasons: on the one hand, imported grains are still abundant in Hong Kong in August, and policy auctions can effectively increase supply. On the other hand, high prices restrain consumption, grain feed substitution is strong, superimposed corn deep processing enterprises are in a loss situation, the operating rate is low, and the demand side is lack of growth vitality. In the long run, under the background that there is a hard gap between supply and demand of corn in China, the policy of ensuring supply and price stability has been based on the overall layout, and the ways of "expanding production capacity, increasing imports, and auctioning old grain" have effectively adjusted market supply and demand and made up for the gap. But we should realize that under the tight balance pattern, superimposing the increasing planting costs, the bottom support of corn price is still strong, and we expect the futures price of 2400-2500 yuan / ton will be an important bottom support of corn price.
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