[stock market close] the index fluctuated in a narrow range, lithium electricity, photovoltaic and other early round-up plates rotated and rebounded.

๊ฒŒ์‹œ๋จ: Mar 17, 2021 15:02
[stock market closing: index narrow concussion lithium electricity, photovoltaic and other early round plate rebound] by the close, the Prev fell 0.03% to close at 3445 points; the Shenzhen Composite Index rose 1.22% to close at 13809 points; and the gem index rose 1.2% to close at 2704 points.

The index fluctuated in a narrow range in the afternoon, with a flat market with a volume of only 700 billion, with individual stocks rising more than 9 per cent and falling less, up more than 9 per cent and more than 70 stocks. On the plate, lithium electricity, photovoltaic and other early hugging plates rotated and rebounded, the main line of carbon neutralization was greatly divided, electricity, cement and other plates led the decline, and the popularity leader Huayin Electric Power, Sinopec Energy Saving and other high shock, some funds flowed into overfalling real estate, agriculture, semiconductors, brokerages and other sectors, weak market speculation was low, aurora and other secondary new stocks rose by the daily limit, in addition, Shenzhen property, Smith Barney clothing and other low-level and low-market stocks are promoted to three consecutive boards. On the whole, the market shrinks and shocks are sorted out, and the rotation of the plate is accelerated, waiting for the direction to be chosen. On the disk, agriculture, HIT batteries, sub-new and other plates led the rise, while electric power, environmental protection, carbon neutralization and other plates led the decline.

As of the close, the Prev index fell 0.03% to close at 3445 points; the Shenzhen Composite Index rose 1.22% to close at 13809 points; and the gem index rose 1.2% to close at 2704 points.

Everbright Securities believes that the current market is still in the shock grinding stage, holding the variety has not yet stabilized, the operation remains cautious. Strategically, it is suggested to grasp the directions of brokerage, carbon trading, environmental protection, tourism hotel and so on.

Shanxi Securities said that through the volume-price relationship and intra-day trend judgment, the bottom-reading behavior of trading funds led by northward funds continues, the short-term market panic and the impact of fund redemptions are expected to weaken, the market will maintain a volatile trend, trading volume will decline again, volatility will also decline, investors are advised to pay proper attention to the good fundamentals, affected by the mood of the target.

As far as the future is concerned, Zhongyuan Securities believes that whether the future stock index can be effectively supported near the half-yearly line still depends on the performance of institutional groups, and whether the concept of carbon neutralization can continue to develop in depth, so as to attract more over-the-counter funds to participate in the long run. It is expected that the Prev is likely to fluctuate slightly in the short term. Investors are advised to pay careful attention to the investment opportunities in the banking, environmental engineering, power, transmission and distribution sectors, while the middle line continues to focus on the investment opportunities of undervalued blue chips.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ™ฉํ™”๋ฌผ ์ „ํ•ด์งˆ ์ƒ์‚ฐ๋Ÿ‰ 70ํ†ค, 1~8์›”]
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[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ™ฉํ™”๋ฌผ ์ „ํ•ด์งˆ ์ƒ์‚ฐ๋Ÿ‰ 70ํ†ค, 1~8์›”]
๋” ๋ณด๊ธฐ
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ™ฉํ™”๋ฌผ ์ „ํ•ด์งˆ ์ƒ์‚ฐ๋Ÿ‰ 70ํ†ค, 1~8์›”]
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ™ฉํ™”๋ฌผ ์ „ํ•ด์งˆ ์ƒ์‚ฐ๋Ÿ‰ 70ํ†ค, 1~8์›”]
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ™ฉํ™”๋ฌผ ์ „ํ•ด์งˆ ์ƒ์‚ฐ๋Ÿ‰ 1~8์›” 70mt] 2026๋…„ 1์›”๋ถ€ํ„ฐ 8์›”๊นŒ์ง€ ์ค‘๊ตญ์˜ ๋ˆ„์  ํ™ฉํ™”๋ฌผ ์ „ํ•ด์งˆ ์ƒ์‚ฐ๋Ÿ‰์€ 70mt์— ๋„๋‹ฌํ•˜์—ฌ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 119.7% ์ฆ๊ฐ€ํ–ˆ์œผ๋ฉฐ, ์ด๋ฏธ 2025๋…„ ์—ฐ๊ฐ„ ์ด๋Ÿ‰(58.29mt)์„ ๋„˜์–ด์„ฐ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์ด ์ธ์ƒ์ ์ธ ์„ฑ์žฅ์„ธ๋Š” ์„ธ ๊ฐ€์ง€ ๋ƒ‰ํ˜นํ•œ ํ˜„์‹ค์„ ๊ฐ€๋ฆฌ๊ณ  ์žˆ๋‹ค. โ‘  ์—ฐ๊ฐ„ ์ „๋ง ๋ชฉํ‘œ(360mt)์˜ 19.6%๋งŒ ๋‹ฌ์„ฑํ–ˆ๋‹ค. โ‘ก 8์›” ๊ฐ€๋™๋ฅ ์€ 5.82%์— ๋ถˆ๊ณผํ•ด ์ƒ์‚ฐ๋Šฅ๋ ฅ์ด ์‹ฌ๊ฐํ•˜๊ฒŒ ์œ ํœด ์ƒํƒœ๋‹ค. โ‘ข ์ œํ’ˆ ๊ฐ€๊ฒฉ์ด ๊ณ„์† ๊ธ‰๋ฝํ–ˆ๋‹ค(LPSC๋Š” ํ•œ ๋‹ฌ ๋งŒ์— 24% ์ด์ƒ ํ•˜๋ฝ). 4๋ถ„๊ธฐ ์›”ํ‰๊ท  ์ƒ์‚ฐ๋Ÿ‰์€ 11.5~13mt ๋ฒ”์œ„์— ๋จธ๋ฌผ ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์œผ๋ฉฐ, ์—ฐ๊ฐ„ ์ด๋Ÿ‰์€ ์•ฝ 118~121mt๋กœ '์™„๋งŒํ•œ ์ƒ์Šน'์„ ๋‚˜ํƒ€๋‚ผ ์ „๋ง์ด๋‹ค. ์—ฐ๊ฐ„ ์ „๋ง 360mt ์ค‘ 8๊ฐœ์›” ๋™์•ˆ 70mt๋งŒ ๋‹ฌ์„ฑ: ์ค‘๊ตญ ํ™ฉํ™”๋ฌผ ์ „ํ•ด์งˆ์˜ '์™„๋งŒํ•œ ๋žจํ”„์—…'๊ณผ ํ˜„์‹ค ์‚ฌ์ด์˜ ๊ฒฉ์ฐจ.
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[SMM ๋ถ„์„] ์œ ๋Ÿฝ, ๋ฆฌํŠฌ ๊ณต๊ธ‰๋ง ๋…๋ฆฝ ์ถ”๊ตฌํ•˜๋‚˜ ํ”„๋กœ์ ํŠธ์—๋Š” ์•„์‹œ์•„ ํˆฌ์ž์ž ์œ ์น˜
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[SMM ๋ถ„์„] ์œ ๋Ÿฝ, ๋ฆฌํŠฌ ๊ณต๊ธ‰๋ง ๋…๋ฆฝ ์ถ”๊ตฌํ•˜๋‚˜ ํ”„๋กœ์ ํŠธ์—๋Š” ์•„์‹œ์•„ ํˆฌ์ž์ž ์œ ์น˜
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] ์œ ๋Ÿฝ, ๋ฆฌํŠฌ ๊ณต๊ธ‰๋ง ๋…๋ฆฝ ์ถ”๊ตฌํ•˜๋‚˜ ํ”„๋กœ์ ํŠธ์—๋Š” ์•„์‹œ์•„ ํˆฌ์ž์ž ์œ ์น˜
[SMM ๋ถ„์„] ์œ ๋Ÿฝ, ๋ฆฌํŠฌ ๊ณต๊ธ‰๋ง ๋…๋ฆฝ ์ถ”๊ตฌํ•˜๋‚˜ ํ”„๋กœ์ ํŠธ์—๋Š” ์•„์‹œ์•„ ํˆฌ์ž์ž ์œ ์น˜
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์น ๋ ˆ ํŒŒ๋ ˆ์š˜ ๊ตฌ๋ฆฌ-๊ธˆ-์ฝ”๋ฐœํŠธ ํ”„๋กœ์ ํŠธ, ์ฒซ ๊ด‘์„ ์ธ๋„ ์™„๋ฃŒํ•˜๋ฉฐ ์†Œ๊ทœ๋ชจ ์ƒ์‚ฐ ๊ฐœ์‹œ
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์น ๋ ˆ ํŒŒ๋ ˆ์š˜ ๊ตฌ๋ฆฌ-๊ธˆ-์ฝ”๋ฐœํŠธ ํ”„๋กœ์ ํŠธ, ์ฒซ ๊ด‘์„ ์ธ๋„ ์™„๋ฃŒํ•˜๋ฉฐ ์†Œ๊ทœ๋ชจ ์ƒ์‚ฐ ๊ฐœ์‹œ
๋” ๋ณด๊ธฐ
์น ๋ ˆ ํŒŒ๋ ˆ์š˜ ๊ตฌ๋ฆฌ-๊ธˆ-์ฝ”๋ฐœํŠธ ํ”„๋กœ์ ํŠธ, ์ฒซ ๊ด‘์„ ์ธ๋„ ์™„๋ฃŒํ•˜๋ฉฐ ์†Œ๊ทœ๋ชจ ์ƒ์‚ฐ ๊ฐœ์‹œ
์น ๋ ˆ ํŒŒ๋ ˆ์š˜ ๊ตฌ๋ฆฌ-๊ธˆ-์ฝ”๋ฐœํŠธ ํ”„๋กœ์ ํŠธ, ์ฒซ ๊ด‘์„ ์ธ๋„ ์™„๋ฃŒํ•˜๋ฉฐ ์†Œ๊ทœ๋ชจ ์ƒ์‚ฐ ๊ฐœ์‹œ
๋ ˆ๋“œ ๋ฉ”ํƒˆ ๋ฆฌ์†Œ์‹œ์Šค๊ฐ€ 9์›” 3์ผ ๋ฐœํ‘œํ•œ ๋ฐ”์— ๋”ฐ๋ฅด๋ฉด, ์น ๋ ˆ ๋ฐ”์˜ˆ๋‚˜๋ฅด ์ธ๊ทผ ์นด๋ฆฌ์‚ด ๊ตฌ๋ฆฌ-๊ธˆ-์ฝ”๋ฐœํŠธ ๊ด‘๊ตฌ์— ์†ํ•œ ํŒŒ๋ ˆ์š˜ ํ”„๋กœ์ ํŠธ๊ฐ€ ์ฒซ ํ™ฉํ™”๊ตฌ๋ฆฌ ๊ด‘์„ ์ธ๋„๋ฅผ ์™„๋ฃŒํ–ˆ๋‹ค. ์ด๋Š” ํ”„๋กœ์ ํŠธ๊ฐ€ ๊ฐœ๋ฐœ ๋‹จ๊ณ„์—์„œ ์‹ค์ œ ๊ด‘์„ ํŒ๋งค ๋ฐ ์†Œ๊ทœ๋ชจ ์ƒ์‚ฐ ๋‹จ๊ณ„๋กœ ์ „ํ™˜๋˜์—ˆ์Œ์„ ์˜๋ฏธํ•œ๋‹ค. ํ”„๋กœ์ ํŠธ ์ž„์ฐจ์ธ์ด์ž ์šด์˜์‚ฌ์ธ ๋ฏธ๋„ค๋ผ KMT๋Š” 8์›” 20์ผ๊ณผ 21์ผ์— ์น ๋ ˆ ๊ตญ์˜ ๊ด‘์‚ฐํšŒ์‚ฌ ENAMI๊ฐ€ ์šด์˜ํ•˜๋Š” ๋ฐ”์˜ˆ๋‚˜๋ฅด ์ฒ˜๋ฆฌ ์‹œ์„ค๋กœ ์ฒซ ๊ด‘์„์„ ์šด์†กํ–ˆ๋‹ค. ์ด ์ด์ •ํ‘œ๋Š” ์ง€๋‚œ 5์›” ์–‘์ธก์ด ๊ด‘์—… ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ•œ ์ง€ ์•ฝ 3๊ฐœ์›” ๋งŒ์— ๋‹ฌ์„ฑ๋œ ๊ฒƒ์œผ๋กœ, ๋‹น์ดˆ 7๊ฐœ์›”๋กœ ์˜ˆ์ •๋œ ๊ฐœ๋ฐœ ์ผ์ •๋ณด๋‹ค ์•ฝ 4๊ฐœ์›” ์•ž๋‹น๊ฒจ์ง„ ๊ฒƒ์ด๋‹ค. ํŒŒ๋ ˆ์š˜์€ ์นด๋ฆฌ์‚ด ๊ตฌ๋ฆฌ-๊ธˆ-์ฝ”๋ฐœํŠธ ๊ด‘๊ตฌ์˜ ํ•ต์‹ฌ ์ž์‚ฐ์ด๋‹ค. ์ด๋ฒˆ ์ฒซ ๊ด‘์„ ์ธ๋„๋กœ ๋ ˆ๋“œ ๋ฉ”ํƒˆ์€ ๋กœ์—ดํ‹ฐ ์ˆ˜์ต์„ ์ฐฝ์ถœํ•˜๊ณ , ์ฑ„๊ตด ๋ฐ ์ฒ˜๋ฆฌ ํ™œ๋™์˜ ์ถ”๊ฐ€ ํ™•์žฅ์„ ์œ„ํ•œ ๊ธฐ๋ฐ˜์„ ๋งˆ๋ จํ•  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€๋œ๋‹ค. ํšŒ์‚ฌ๋Š” ์•„์ง ์ธ๋„๋œ ๊ด‘์„์˜ ๊ตฌ์ฒด์ ์ธ ์ฝ”๋ฐœํŠธ ํ’ˆ์œ„, ์ƒ์‚ฐ๋Ÿ‰, ํšŒ์ˆ˜์œจ์„ ๊ณต๊ฐœํ•˜์ง€ ์•Š์•˜๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์ด ํ”„๋กœ์ ํŠธ์˜ ์‹ค์ œ ์ƒ์‚ฐ ๋ฐ ํŒ๋งค ์ „ํ™˜์€ ์•„ํ”„๋ฆฌ์นด ์™ธ ์ง€์—ญ์˜ ์น ๋ ˆ ์ฝ”๋ฐœํŠธ ์ž์› ๊ณต๊ธ‰๋ง์—์„œ ์ƒˆ๋กœ์šด ์ง„์ „์„ ์˜๋ฏธํ•œ๋‹ค.
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