[stock market afternoon review] the theme of rising prices is to strongly repair photovoltaic and wind power stocks.

Review of early trading

In early trading, individual stocks rose and fell by half. A total of 66 shares rose by the limit in the two markets (excluding ST and unopened new shares), and 17 shares failed to seal the board, with a closure rate of 79.52%. The two cities have a total of 4 board stocks, of which the elevator concept stock with pre-increased performance is happy to promote the elevator to the fourth board, and Zhongtian Finance, which announces the transfer of equity, is promoted to the third board.

The size index continued to diverge in early trading, with the CSI 1000 index up 1 per cent. By midday's close, the Prev was up 0.55%, the Shenzhen Composite Index was down 0.32%, and the gem was down 1.21%. Shanghai Stock Connect had a net inflow of 3.433 billion in morning trading, while Shenzhen Stock Connect had a net inflow of 597 million in morning trading.

On the plate, photovoltaic and wind power stocks rose and stopped. Stimulated by a large rise, coal stocks also performed well, but chip stocks remained depressed recently. Generally speaking, the plate is still dominated by rotation.

The coal sector rose more than 5% and led the rise in the two cities, with Anyuan Coal Industry, Jin Control Coal Industry, Pingping Coal shares, Yunmei Energy and other stocks rising by the daily limit. On the news side, double coke futures rose sharply, and the increase in the main contract of coking coal expanded to nearly 8%, another record high; the main contract of coke rose more than 7% in intraday trading, also setting a new high. In addition, due to seasonal reasons of coal consumption, although there is still a long time from the heating season, but in this year's tight balance of coal supply and demand, prices have risen sharply, the winter supply curtain has begun. In October, Northeast China, Inner Mongolia and other places began to enter the peak consumption season, North China began to enter the peak season in November, and the whole country entered the peak season in December.

BIPV, photovoltaic concept stocks significantly strengthened, related concept stocks set off a stop-up tide, in which the trend leader Aikang Technology is out of the 14-day doubling market. On the news, 1) on August 30, the Development and Reform Commission of Ningxia Autonomous region issued a notice on carrying out the pilot project of "replacing the large for the small" of Ningxia old wind farms; 2) on September 1, Henan launched 66 counties (cities and districts) to carry out pilot construction of rooftop photovoltaic power generation.

The phosphorus chemical industry plate is one of the strongest price rising theme plates last week and this week. Under the situation of collective repair of today's price rise theme, the phosphorus chemical plate maintains the situation of the strong and strong. In the plate, Yuntianhua, Yuntu Holdings, New Yangfeng, Hubei Yihua, Hubang Biology and other stocks rose by the daily limit. In addition, fluorine chemicals, salt lake lithium extraction, cobalt resources, rare earths and other lithium battery-related upstream plates strengthened collectively.

The recent performance of the semiconductor sector has been in the doldrums, and North China Chuang once approached the limit in early trading, which may be related to the frequent reduction of semiconductor concept stocks by large funds. Last night, Wanye Enterprise, Jacques Technology even issued a large fund reduction announcement, the previous 2 days released the announcement of Zhaoyi Innovation and San'an Optoelectronics have hit the daily limit.

In short, as yesterday's high-boom track and price theme released a lot of risks, as well as the deep involvement of funds, so it is not surprising that the plate is repeatedly active. It can be found that among the plates that were repaired in the early trading, the pattern of the former strong ones was maintained by the phosphorus chemical industry, titanium dioxide, rare earth and other plates.

Noon limit analysis chart

Focus on market news

1, September 2, the photovoltaic industry ushered in a double positive of policy and demand. since the beginning of this year, the price of silicon has gone up all the way, rising from 80, 000 yuan / ton at the beginning of the year to 200000 yuan / ton, an increase of 150%. The price rise has been transmitted all the way to silicon wafers, battery wafers, module manufacturers and terminal power stations, and the entire photovoltaic industry chain has been affected. According to industry insiders, the silicon material construction cycle is long, the photovoltaic installation season at the end of the year is approaching, and short-term silicon prices may continue to fluctuate at a high level.

2. September 2, the National Development and Reform Commission issued the "implementation Plan for promoting the High-quality Construction of the New Land and Sea Corridor in the Western region during the 14th five-year Plan," which proposes that by 2025, an economic, efficient, convenient, green, and safe new land and sea corridor in the western region will be basically built. The three eastern, central and western channels have been continuously strengthened, and the operation of channels, ports and logistics hubs has become more efficient, which plays an obvious role in promoting the economic and industrial development along the route. The port and shipping capacity has been significantly enhanced. The facilities, functions and services of Beibu Gulf International Portal Port and Yangpu International Container Hub Port are fully improved. The network of domestic and international routes has been further encrypted, with more than 10 new international routes added. The container throughput of Beibu Gulf Port and Yangpu Port reached 10 million TEUs and 5 million TEUs respectively, of which the throughput of foreign trade containers reached 2 million TEUs and 1 million TEUs respectively.