Can the main line of new energy return? The State Council's sudden release of the leading performance of the Lithium Mine has greatly exceeded expectations.

Yesterday, the market is still seriously fragmented, repair the market and suffocate the market at the same time. On one side is the collective anti-pumping of the new energy track. Salt lake lithium extraction, HJT battery, sodium ion battery, lithium battery, energy storage, fluorine chemical industry and other plates rose more than 1%, of which salt lake lithium extraction plate rose more than 5%. On the other side is the stifling market of high-level emotional stocks represented by Jiuan Medical. Gravitational Media, auspicious TV Media, Hubei Radio and Television, essence Pharmaceutical, Qianhong Pharmaceutical and other high-level stocks have fallen sharply, even the height of the board space stock has also been compressed to 4 even boards.

On the one hand, yesterday's new energy track is the most obvious resonance with the index bottoming out. Although people still doubt whether it can get out of the sustainable trend, it is undeniable that its overfall, growth, large capacity and other plate characteristics are the logic that it is easiest to get a consensus on funds after the outflow of funds from the high concept of anti-epidemic.

On the news overnight, the State Council issued the "Comprehensive work Plan for Energy Saving and Emission reduction during the 14th five-year Plan". It is pointed out that by 2025, energy consumption per unit of GDP will be 13.5% lower than that of 2020, and the total amount of energy consumption will be reasonably controlled. The total emissions of chemical oxygen demand, ammonia nitrogen, nitrogen oxides and volatile organic compounds decreased by 8%, 8%, 10% and 10% respectively compared with 2020. The policy mechanism for energy conservation and emission reduction has become more sound, and the energy efficiency of key industries and the emission control level of major pollutants have basically reached the international advanced level. by 2025, the sales of new energy vehicles will reach about 20% of the total sales of new vehicles.

At the same time, after-hours Ganfeng lithium industry issued a performance forecast, the full-year net profit is expected to be 48-5.5 billion, while the agency's forecast is only 3.4 billion, much higher than expected. As of January 24, the price of battery-grade lithium carbonate has risen to 355000 yuan / ton. Against this background, the industry is still expected to continue the trend of month-on-month growth in net profit in the first quarter of this year. Some institutional personages said that after a wave of correction, the valuation risk of some track stocks has been released, and according to the latest tone set by the State Council, the new energy track will remain high for some time in the future. the certainty of future performance growth is still large.

So if the index continues to rebound this week, the new energy track may also continue to repair, then the salt lake lithium plate may maintain the situation of the strong, and the subdivision direction of other new energy tracks may also rise.

On the other hand, yesterday novel coronavirus testing, the concept of new crown medicine continued to ebb, and the concept of digital economy was repaired more than expected. As it is still in the emotional cycle with Jiuan Medical as the core, it is very likely that Jiuan Medical will be pried open and the limit will fall, as it is still in the emotional cycle with Jiuan Medical as the core, and the repair intensity of Jiuan Medical needs to be observed.

In fact, according to the degree of adjustment of the anti-epidemic line in recent days, such as Fuxiang Pharmaceutical Co., Ltd., the highest withdrawal in the past three days has reached 44%. In addition to medicine, new shares and new shares are also hard hit by losses, and it is even worse if they are superimposed with new pharmaceutical stocks. For example, C Chengda, a new pharmaceutical stock, has a three-day amplitude of 145%, with a maximum withdrawal of 55%. Obviously, this direction has been actively abandoned by market funds, so Jiuan Medical's anti-pumping expectations should not be too high today, but this may bring respite to the theme speculation and other high-level stocks.

In short, as the A-share market enters the rotation market again, and the domestic funds are worried about the transmission risk of the peripheral stock market, the market may maintain the operation style of avoiding high and low before the Spring Festival holiday.