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On the news side at the weekend, there are too many bad news. "Fried Core" has been named and criticized; US media say Glory may be put on the economic blacklist; at the same time, watch out for the rise of repeated construction of the hydrogen energy industry. At the same time, there are two potential risk points to watch out for. First, Shangneng Electric resumes trading today to observe whether the stock repeats the trend of the previous suspension and software rushing up and down; second, Salt Lake shares will be re-listed tomorrow, with a current market capitalization of 48 billion. With reference to the reported results and the corresponding market capitalization of Ganfeng Lithium Industry and Tianqi Lithium Industry, the market capitalization of * ST Salt Lake is expected to reach more than 200 billion, which may have a strong blood-drawing effect on the sector at the time of listing.
Citic Securities said in a research report released over the weekend that the positions in the growth and manufacturing sector are crowded, differences within the plate are also increasing, the outflow pressure on consumer medicine funds has eased, Salt Lake shares will be listed again next week, and there is a greater diversion pressure within the new energy plate. The plate level shows a trend of growth and decline, and the index level also shows that extreme differentiation has alleviated.
Today's bidding stage, lithium batteries, photovoltaic, semiconductors, military industry and other high prosperity plate opened low, hydrogen energy plate as lithium battery supplement, but against the trend high opening, Meijin energy, whole diesel power one word rise limit. After the opening, the hydrogen energy plate continued to move higher, Huachang Chemical rose to assist. Lithium electricity and semiconductors continued to fall, and the Ningde era plummeted by more than 6%. Under the seesaw effect, the low-level military industry, agriculture and other plates have been pulled up and strengthened.
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