On September 10, the three major A-share stock indexes opened lower and fluctuated upward.Shanghai IndexIt broke through 3700 points during the session, approaching the highest point of the year. On the disk, semiconductors, tourism, non-ferrous metals, wine making, transportation services,Bank, Securities and other sectors were the top gainers, organic silicon, lithography, lithium batteries, UHV and other sectors were active, and coal, ships, gas and heating, electricity, steel and other sectors pulled back.
1. Today’s market situation
As of the close, the Shanghai stock index rose 0.27%.Shenzhen Component IndexUp 0.5%,Growth Enterprise Market IndexRose 0.31%. The turnover of the two cities is about 1.54 trillion yuan, and the net purchase of northbound funds is about 3.6 billion yuan.
2. Summary of today’s daily limit
There are about 60 non-ST stocks and non-ST stocks in the Shanghai and Shenzhen stock markets today.New crotchDaily limit. Specifically, the previously adjusted semiconductor sector rebounded sharply.Zhongying Electronics20% daily limit, the rise of the UHV concept,Chang Gao Group、Baobian ElectricWaiting for the daily limit of many stocks, the lithium battery industry chain continues to be active,Yongtai Technology、Shengxin Lithium EnergyWait for the daily limit of many shares.
3. The specific situation of today’s daily limit
1. Semiconductor:Zhongying Electronics、Kangqiang Electronics、LeonweiWait for the daily limit.
The effect of semiconductor price increases has expanded,TSMC, UMC, and Samsung have reported price increases, especiallyTSMCThe overall price increase has caused widespread concern in the industry, and some downstream IC design companies have also raised prices again.Bank of China Securitiesthink,TSMCOn the one hand, the overall price increase reflects the continued improvement of the current semiconductor boom, and the visibility of orders from major fabs has seen the end of 2022; on the other hand, it will benefit domestic fabs and open room for further price increases in the industry.For downstream IC design companies, the increase in wafer prices will bring pressure on the cost side.interest rateWill be under short-term pressure.
2. Lithium battery segment:Yan’an Bikang、Yongtai Technology、Shengxin Lithium Energy、China Mineral Resources、Skyline shares、Anzhong、Jiangte MotorWait for the daily limit.
Kaiyuan Securities believes that from the supply side, the new capacity of global lithium resources is limited in the short term, and the supply shortage situation has been basically determined. On the demand side, the downstream demand represented by new energy vehicles is being released at an accelerated rate. The global electrification trend is accelerating, and the market penetration of new energy vehicles in major countries or regions such as China, Europe, and the United States is constantly increasing. At the same time, the demand for energy storage batteries is expected to benefit from the rapid growth of the development of electric energy storage and communication energy storage. In addition, 3C batteries will usher in the spring of development with the gradual application of 5G technology. On the whole, the downstream demand for lithium resources is being released at an accelerating rate, and the industry’s growth attributes are constantly being highlighted. It is expected that the tight supply and demand situation of the global lithium industry from 2021-2022 is difficult to change, and lithium mines are prone to rise but never fall under the rigid gap.
3. UHV concept:Jin Hyundai、Chang Gao Group、Dalian Electric Porcelain、Baobian Electric、Sifang sharesWait for the daily limit.
The Qinghai Energy Bureau recently commissioned a bidding agency to select the investment subject through public bidding for the second-phase power supply project of the Qinghai-Henan DC UHV Transmission Channel Renewable Energy Base. The cumulative bidding project scale has reached 5.3GW, including 1.5GW wind power projects and 3.5GW Photovoltaic projects and 300MW solar thermal projects.Haitong SecuritiesResearch reportIt is pointed out that the State Grid dual-carbon action plan enhances the sustainability of UHV investment. In March 2021, the State Grid released the “Carbon Peak and Carbon Neutrality” action plan, proposing to increase efforts to deliver clean energy across regions. The plan further strengthens the expectations for the launch of new UHV lines in the 14th Five-Year Plan period. It is expected that these lines will be completed after 2025. The introduction of new lines will further enhance the continuity of UHV construction.
4. Chemical stocks:Ruilian New Materials、Batian shares、Chlor-Alkali Chemical Industry、Hongda New MaterialWait for the daily limit.
Shen Wan HongyuanThe research report pointed out thatChemical IndustryThe boom is accelerating, and domestic and foreign demand will resonate in 2021. The cost of crude oil is still supported. Focus on the growth cycle with clear attributes and the low valuation of the white horse in the growth field.Net profitSub-sectors with larger growth rates are phosphate fertilizer, nitrogen fertilizer, chlor-alkali and other sub-sectors. Benefiting from the rapid growth in demand in the fields of new energy vehicles and energy storage, the demand for iron phosphate, the precursor of the cathode material lithium iron phosphate, has also increased, and the phosphate fertilizer and phosphorus chemical sectors Rise quickly; withOil priceContinue to rise, nitrogen fertilizer and coalChemical IndustryProfitability continues to improve; in the context of carbon neutrality, the supply of calcium carbide has been tight for a long time, and the chlor-alkali industry is booming.
(Article source: e company)
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