[daily review] gem refers to the recovery of 3500 points! Lithium electricity and semiconductors soar collectively and set a new record in the Ningde era.

Today, the gem refers to continuing to rise, successfully standing above the 3500-point mark, the heavyweight stock Ningde era rose more than 6%, and the stock price hit another all-time high. Market sentiment is active, lithium electricity stocks continue to strengthen, more than 20 stocks in the plate rose more than 10%, Dangsheng Technology, Koda Manufacturing, Topang shares, Azure Lithium Core, Yiwei Lithium Energy and other shares reached new highs.

Plate aspect

Stimulated by the US $1.75 trillion stimulus bill over the weekend, the new energy track rose collectively today, with the strongest performance of new energy vehicles, followed by photovoltaic, energy storage and other directions.

In the new energy vehicle industry chain, the upstream industries such as salt lake extraction lithium, cobalt resources, rare earth permanent magnets, fluorine chemical industry, phosphorus chemical industry and so on are strong. Among them, the salt lake lithium index rose more than 4%, rising again after leading the two markets up last Wednesday and Thursday. In individual stocks, the Ningde era rose more than 6% and the share price hit an all-time high. In fact, the stock has recently been northward funds have been substantially increased positions, the stock from August 23 to November 19, the cumulative amount of northward funds has reached nearly 25 billion yuan.

Haitong Securities said that the United States is the biggest change in global demand for new energy vehicles in 22-23 years. If the bill is passed by the Senate, the United States will copy the history of the great development of new energy vehicles in Europe in the next two years. Sales will increase rapidly, while the United States is currently weak in electrified basic materials, more benefiting Chinese lithium materials, which bring about three major changes: 1) good leading batteries; 2) good high-nickel cathode materials; 3) good for PVDF, 142b, graphitization, diaphragm, copper foil and other links.

In addition, the semiconductor sector rose collectively, with the third-generation semiconductor branch showing the strongest performance, with the afternoon plate rising more than 5%, breaking the intraday high set on November 15. Jucan Optoelectronics, Yangjie Technology, Galaxy Micro Power and time Electric rose 20%, while Jetty Micro Power and Yingtang Intelligence Control rose more than 10%. On the news side, Wang Chuanfu, chairman of BYD, said a few days ago that in the semiconductor field, the demand for semiconductors by electric vehicles is 5-10 times higher than that of traditional cars. Electric cars are the first half, smart cars are the second half, and smart cars have a greater demand for semiconductors. Tianfeng Securities said that new energy vehicles started a new round of semiconductor growth trend, that is, automobile electrification, networking, and intelligent development trend led to a substantial increase in automotive semiconductor demand; open source securities said that the demand for new energy continued to be booming, and the industry was transferred to semiconductor equipment materials.

In terms of individual stocks

Affected by the company's denial of its relationship with Merck Sha Dong and the anti-monopoly of APIs, Tuoxin Pharmaceutical Co., Ltd., which resumed trading today, opened slightly lower, but fluctuated underwater throughout the day. In fact, Tuoxin Pharmaceutical just started when the hype logic or the market expected the company to supply Mershadong should uridine products, but 4 boards after the stock or more like speculation demon nature. If so, the unit may have a chance to repair tomorrow. But it is important to understand that the stock is less likely to continue to soar in the short term, because the stock is likely to enter the palace again. Generally speaking, the second suspension of trading on the emotional damage of individual stocks is quite great, you can refer to the previous "second palace" of Tianshan biology and Shangneng electricity.

In addition, today's gem closed up 3505 points, leaving only about 2 per cent of the previous high. Generally speaking, when the gem index is gradually approaching a new high, the Prev index may be more likely to rise, while Huguang shares, Yujing shares and other high-level stocks on the main board have not fallen, so follow-up to observe whether the focus of funds is switched to the main board stocks.

Future analysis

As for the index, by the close, the Prev index was up 0.65%, the Shenzhen Composite Index was up 1.16%, and the gem index was up 2%. Shanghai Stock Connect had a net inflow of 715 million in morning trading, while Shenzhen Stock Connect had a net inflow of 3.196 billion in morning trading.

After the three major indexes collectively rose more than 1% last Friday, the three major indexes continued to rise today, and the gem index rose by more than 2.5%, successfully reaching the 3500-point mark. It is the new energy sector that resonates with the continuous rise in the index, rather than the brokerage and real estate sectors, which also rose on Friday, which may indicate that funds prefer the new energy sector. Guojin Securities said that around the market layout at the end of the year, focus on the return of the main line of the new energy sector; Huaan Securities said that the current configuration will continue to shift to a strong growth track, focusing on photovoltaic, wind power, energy storage under the concept of green power, as well as the new energy vehicle industry chain.

In terms of sentiment, it rose 2417, down 878 from the previous trading day; 87 (excluding ST, unopened new shares), 17 more than the previous trading day; 14 fried boards, 4 fewer than the previous trading day; gem / Science and Technology Innovation Board stocks rose 11, 2 more than the previous trading day; and 0 fell by the daily limit, 1 less than the previous trading day.

The market mood is active today, spurred by the good news over the weekend, the index and new energy sectors opened higher. Accordingly, the market sentiment is also resonant strong, by the close, the limit of more than 80, mainly concentrated in the new energy track.

Focus on market news

1. Domestic commodity futures closed with iron ore up more than 6%.

November 22-domestic commodity futures closed, leading the way, iron ore rose by more than 6%, rubber and NR by more than 4%, coke and alcohol by more than 3%, thread and ferrosilicon by more than 2%, soda ash and zinc by more than 1%, apple and manganese silicon by a little bit, LU and fuel by more than 3%, crude oil and fuel by more than 2%, rapeseed meal and starch by more than 1%, Shanghai silver and peanuts fell slightly.

2. Two departments: by 2023, the proportion of in-service high-efficiency and energy-saving motors will reach more than 20% to form a number of motor backbone dominant enterprises.

November 22, the Ministry of Industry and Information Technology and the General Administration of Market Supervision issued the Motor Energy efficiency improvement Plan (2021-2023). According to the plan, by 2023, the annual output of high-efficiency and energy-saving motors will reach 170 million kilowatts, and the proportion of in-service high-efficiency and energy-saving motors will reach more than 20%. To achieve an annual saving of 49 billion kilowatt hours of electricity, equivalent to an annual saving of 15 million tons of standard coal and 28 million tons of carbon dioxide emissions. Popularize and apply a number of key core materials, components and process technology and equipment, form a number of backbone manufacturing enterprises, and promote the high-quality development of the motor industry.