Investment Research Report
The promotion of hydrogen fuel cells is accelerating, and the “proton exchange membrane” tens of billions market is born! Under the background of “increased demand + accelerated domestic substitution”, these fluorine chemical leaders are expected to achieve high-end breakthroughs (list)
Favorable policies are frequently issued, and the scale of new energy storage installed capacity can be expected! Both economical and practical, the power generation-side optical storage system has reached the start-up point, and these leading companies have obvious cost advantages (list)
With breakthroughs in cutting-edge technology, the market for hundreds of billions of lithium batteries ushered in a major change?Safety and cost advantages are significant. Under the background of rising copper prices, the accelerated penetration of electroplated copper/aluminum foil can be expected. These battery giants are expanding their production wildly
The organization strongly recommends 6 stocks: this company has strong bargaining power to escort gross profit margin, and the mid-term report has submitted satisfactory answers. The business has exploded and the compound growth rate is expected to reach 50%.
Original title: After-hours institutional strategy: the two cities’ index continues to differentiate trend and focus on the low potential direction
Rongwei Securities believes that the pressure on the intensive trading area of the index is showing up, and the continuous rebound of the stock index is still that the trading volume cannot be effectively enlarged. It is necessary to pay close attention to the changes in the market trading volume. Operationally, you can sell high and buy low, control your position well, and avoid poorly performing stocks and junk stocks.
Deutsche Securities Co., Ltd. believes that today’s large and small indexes continue to diverge. The Shanghai Stock Index fell 0.24% and the ChiNext Index fell 1.22%. The stocks of the two markets were less red and green. The turnover exceeded 1.2 trillion yuan, and the 18th consecutive trading day exceeded one trillion yuan. Yuan. Non-ferrous metals, steel, coal, chemicals, and paper-making sectors soared. Hydrogen fuel cells and agricultural planting rose in the afternoon. Network security, domestic software, and digital currency suffered setbacks. As my country continues to open up to the outside world and the relatively good return on RMB assets is attracted, the strong magnetic attraction effect of the domestic market will continue to appear. The confidence and trend of foreign capital to invest in the Chinese market in the medium and long term and increase the holdings of RMB assets is improving. As the interim report is released one after another, the interim report is coming to an end. The growth sector may be the main focus in the later period.
Yuanda pointed out that the overall adjustment pattern of the two cities continued to fluctuate throughout the day.Ningde eraThe fixed increase disturbs market sentiment, and individual stocks in the two cities have fewer reds and more greens. Although the turnover is close to 1.3 trillion yuan, breaking through one trillion yuan for the 18th consecutive trading day, the hot spots in the industry have accelerated. Operationally, as the current structural market differentiation is increasing, controlling the overall position is the basic prerequisite. In terms of position allocation, it is recommended to continue to explore the direction of new energy based on the theme of carbon neutrality. Among them, energy storage, hydrogen energy, and lithium battery upstream industry chain supplementary products can continue to be deployed. At the same time, for the military industry stocks, short-term time-sharing level fluctuations can be ignored, and stocks are held in the mid-line.
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Editor in charge: Zhang Yi
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