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A-shares exceeded one trillion yuan for the 26th consecutive trading day, and 31 stocks on the Dragon and Tiger list were sought after. HIT battery rose by 11.48% on the 3rd, and there are still 2.41 billion yuan in funds today!
The Voice of Securities Daily Author Securities Daily Network
On August 25, the three major A-share indexes oscillated and strengthened, and collectively closed up. As of the close, the Shanghai Composite Index rose 0.74%, the Shenzhen Component Index rose 0.23%, and the ChiNext Index rose 0.54%; the total turnover of the Shanghai and Shenzhen stock markets was 1,314,456 million. The turnover of the two cities exceeded 1 trillion yuan for the 26th consecutive trading day; the net purchase of northbound funds was 3.419 billion yuan.
Overall, individual stocks in the two cities rose more and fell less.
From the disk perspective, the organic silicon sector index soared by 6.83%, ranking first, with a net outflow of 17.43 million yuan for large orders.Stellar TechnologyWait for the daily limit of 7 stocks.
According to the research report of Debon Securities, tracking upstream, power curtailment in Yunnan and coal restriction policies in Xinjiang have restricted the production capacity of organic silicon raw material silicon metal. Under the situation of spot tightening, silicon metal has risen fiercely. This week, the reference price of silicon metal is 421. Increased to 20,400 yuan/ton. Affected by high policy pressures, repeated epidemics, extreme weather and other factors, and the annual maintenance plans of some companies have been put on the agenda, the price of silicon metal may continue to grow in the second half of the year. The peak sales season for “Golden Nine and Silver Ten” is approaching. Raw material prices remain high. Mid- and downstream manufacturers may raise prices in order to balance their revenues and expenditures. Increasing demand will further push up the price of organic silicon.Suggested attentionXingfa Group(The company builds a “phosphorus and silicon salt” synergistic industrial chain. The current phosphate rock production capacity is 4.95 million tons/year, and the phosphate rock has been fully self-sufficient. The ammonium phosphate production capacity is 600,000 tons/year, the glyphosate production capacity is 180,000 tons/year, organic The production capacity of silicon monomers is 360,000 tons per year, and the products include 15 series and 591 varieties of monoammonium phosphate, diammonium phosphate, sodium trimerate, and silicone monomers. Multi-products go hand in hand to establish a leading position in the industry).
In the sector, the number of daily limit orders is Stellar Technology, which has 253,818 orders, and is on the top of the list. According to public trading information released by the Shanghai and Shenzhen Stock Exchanges on August 25, 2021, Stellar Technology is on the list due to a daily increase of 7%. Stellar Technology closed at 5.67 yuan, an increase of 10.10%, with a trading volume of 20,033,000 shares. Since August 20, the stock has been on the Dragon and Tiger list three times as of the 25th. On August 20, the company’s latest number of shareholders was 62,200, a decrease of 1,500 from August 10, a drop of 2.35%. From July 9th to August 20th, 2021, the number of shareholders of the company declined, with a range of 9.59% decline, and the stock price rose by 26.44% during the same period.
According to the company’s semi-annual report data released on August 14, the company achieved total operating income of 1.700 billion yuan in the first half of the year, an increase of 30.61% year-on-year, and a net profit of 102 million yuan, an increase of 129.39% year-on-year.
Some investors think that the company’s stock price has risen to more than 10 yuan, which means that they have expectations of doubling the stock price.
HIT battery (also known as HJT) remained strong, the sector rose 3.41%, the net inflow of large order funds reached 2.41 billion yuan, and the conceptual sector rose 11.48% in the past three days.Jinchen sharesAndJA TechnologyToday’s daily limit.
The latest research report of Wanlian Securities shows that HJT is most likely to become the mainstream direction of battery technology in the next 5 years: 1) HJT theory is highly efficient and easy to industrialize. Last week, Longji published a theoretical article that updated HJT’s highest theoretical efficiency of 28.5% and double-sided TOPCON’s theoretical efficiency of 28.7%, breaking last year’s ISFH’s view that TOPCON’s theoretical efficiency is 1.2 pct higher than HJT. 2) HJT has the advantages of high efficiency, large size, low attenuation, simple process, easy thinning, etc., and there will be a large room for cost reduction in the future. By improving efficiency, saving silicon, saving silver, saving indium, etc., HJT cost and PERC will be reduced in 2022. Flat, HJT component end will get a net profit of 0.3 yuan/W. HJT industrialization will usher in an explosion. It is recommended to pay attention to HJT equipment companies with superior technology and leading layout.
On August 25, the distribution of A-share hot spots was as follows:
In addition, 10 types of sectors, including 3D glass, 3D camera and Huawei Shengteng, all fell more than 1%.
Longhubang
There are 31 stocks that have been rushed by the top ten business departments, of which,Westone(243.6416 million yuan),Wanye Enterprise(167,230 million yuan),Huafeng Aluminum(150,386,700 yuan),Yellow cyclone(146,183,700 yuan), JA Technology (117,420,200 yuan),Kexin Electromechanical(106,080,100 yuan) and other 6 stocks with net purchases exceeding 100 million yuan.
Hong Kong stocks
In today’s morning trading, the Hang Seng Index opened higher and lowered lower. It turned down during the session. In the afternoon, the Hang Seng Index fluctuated within a narrow range. As of the close, the Hang Seng Index fell 0.13% to 25,693.95 points. The market turnover was HK$163.3 billion.
Power stocks continued to explode, and China Power soared nearly 9%.Datang PowerRose more than 4%. The construction of a new power system under the “Double Carbon Goal” is fully promoted, the development prospects for energy storage are broad, and the demand for power grid upgrade construction continues to expand. It is recommended to continue to pay attention to the growth opportunities of high-quality domestic leaders in the process of industry upgrades.
Overseas stock market
The American stock market rose overnight, and only the Mexican MMX index fell slightly by 0.13%. Stimulated by the good news of infrastructure plans, the three major U.S. stock indexes closed up on Tuesday, and the Nasdaq and S&P 500 index hit record highs. The Nasdaq reached the 15,000 mark for the first time in its history. China concept stocks generally rose.
Naeem Aslam, chief market analyst at AvaTrade, said: “People are optimistic that the FDA’s full approval of Pfizer’s vaccine will become another basis for accelerating economic growth. This has allowed the stock market that has suffered from the accelerated spread of delta mutant strains to continue to rise.”
However, U.S. stocks are also under pressure. Gundlach, the founder and CEO of DoubleLine Capital, known as the “new debt king,” hinted that it may be wise for investors to invest cautiously in the U.S. stock market as the Fed is about to reduce the scale of bond purchases. .
Alibaba became the champion of U.S. stock market turnover on Tuesday. The stock closed up 6.6%, with a turnover of 10.71 billion U.S. dollars. Chinese concept stocks such as Alibaba, which have been under pressure recently, have generally risen. Pinduoduo has risen by more than 22%, Tencent Music has risen 12.8%, and JD.com has risen 14.4%.
Today, the major stock indexes in the Asia-Pacific market rose more and fell less.
The European, African and Middle Eastern markets were mixed as of press time.
futures
The world’s major commodities are dominated by declines
On August 25, the domestic futures market closed, and the main red date contract hit a record high! The contract skyrocketed in the afternoon and closed up nearly 6%.
In terms of carryover inventory, the market generally believes that carryover inventory will be at a relatively high level.Henanreally miss youChu Guojun, general manager of Wuchan Co., Ltd., said that the carry-over inventory of red dates has been very high for the entire four consecutive years, so this year’s carry-over inventory market probably has more than 200,000 tons of carry-over inventory. Zhai Kaiyuan, deputy general manager of Xinjiang Fruit Industry Group Co., Ltd., said that the current national total inventory of red dates is expected to be around 300,000 tons, which is about four times that of previous years.
Regarding the market outlook, Luzheng Futures said that the current Mid-Autumn Festival stocking market has improved the spot atmosphere and the delivery has improved, which supports the overall 09 contract. However, the current 09 contract still has a premium on the spot, and non-industrial customers participate cautiously. 01 Affected by the expected production cut, the contract has been pushed to a high level, with a substantial premium to the spot, and the current spot stock hoarding sentiment has effectively supplemented the supply in the new season, or the impact of the production cut has been mitigated to a certain extent.
Important exchange rate
A-share trend research and judgment
So, how will A shares perform next? The “Securities Daily” reporter interviewed three individuals for analysis and interpretation.
Liu Youhua, Head of Research on Private Equity Ranking Network: The overall rebound pattern in the first three trading days of this week, and the turnover has exceeded one trillion yuan for 26 consecutive trading days. The pit that fell rapidly last week was also recovered in an instant, which is a sign of market strength. Today, the market fluctuated upwards, continuing the pattern of rebound. Non-ferrous metals and other resource varieties had the largest gains, but the index also reached a certain level of pressure. The strength of the rebound has weakened a lot compared with the previous two trading days. For the market outlook, the overall performance of the index is strong, the trend of market structure is relatively obvious, and the upward trend of mid-to-long-term volatility has not changed.
Jinnian Investment Fund Manager Sheng Jian: Under the influence of the three factors of domestic economic slowdown, clear “receipt” by the Federal Reserve, and continuous policy supervision, the market will continue to maintain a turbulent pattern for some time to come. We believe that a small number of deterministic growth tracks will become a safe haven for funds. In the second half of the year, the booming sectors such as electric vehicles, photovoltaics, and semiconductors will become the core assets of the new round; at the same time, for Internet technology, medicine and emerging consumer industries, although short-term commitments However, after the panic sell-off, the valuation level has been at the lowest level in history, and there will be opportunities for valuation restoration in the future.
Qin Hong, senior analyst at Jinbailin Consulting: The short-term A-share market still has the possibility of further hitting the high point, and the Shanghai Composite Index even has the energy to break through the box. Therefore, in operation, it is recommended that market participants can still actively deploy, and in terms of positions, they should be inclined to upstream material stocks, industrial consumables stocks, food and beverage, medical services and other varieties.
Zhao Yuanyuan, Investment Director of Jianhong Times: In recent days, the main lines of photovoltaics and specialization and specialization have begun to extend to related sub-sectors, such as various upstream small metals and carbon-based materials. The market is still looking for new growth lines. Although consumption such as liquor has rebounded recently, personal judgment cannot be sustained in the context of continued lower interest rates and the Federal Reserve’s taper signal. I think the total index will remain stable in the next month, and the small and medium-cap index will fluctuate higher. Growth stocks will start from high-level new energy, photovoltaic, and semiconductor specialties and relatively low-level advanced manufacturing such as industrial mother machines, new materials, and the Internet of Things.
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