On Friday, the Shanghai and Shenzhen stock markets oscillated and consolidated after the sharp rise on Thursday.The Shanghai Composite IndexClosed at 3397.36 points, down 0.42%;Shenzhen Component IndexClosed at 14473.21 points, down 0.29%;Growth Enterprise Market IndexIt closed at 3440.18 points, down 0.56%. The turnover of the two cities exceeded 1.3 trillion yuan, which was above the trillion yuan for the eighth consecutive trading day.
Affected by multiple factors such as policy adjustments in some industries and marginal liquidity disturbances, most major indexes showed an adjustment trend in July. However, the Science and Technology 50 Index rose by 0.19% in July, achieving four consecutive months of growth. The ChiNext Index also performed relatively well, falling only 1.06% for the entire month. The Shanghai Composite Index and the Shenzhen Component Index both fell more than 4% in July.CSI 300The index fell 7.9% in July.SSE 50The index fell more than 10% in July.
Among the heavyweights of the CSI 300 Index,Kweichow Moutai、Ping An of China、China Merchants BankRanked in the top three. In July, the “Mao Index” composed of consumer and financial industries represented by these three heavyweights continued to slump, while the “Ning Portfolio” represented by new energy and semiconductors continued to strengthen.
On Friday, the lithium mining index soared again.Tianqi Lithium、Rongjie shares、Tibet Mining、Yahua Group、Jiangte MotorThe daily limit of other constituent stocks.Tianqi LithiumIt broke through the 100 yuan mark for the first time, setting a new record high.Ganfeng LithiumFollowing the rise, the stock price also set a record high. Among the 12 constituent stocks of the Lithium Mining Index, 6 have increased by more than 100% this year.
Many institutions believe that based on the current supply and demand and inventory conditions, it is expected that the height, pace, and continuity of the current round of lithium price increases will exceed expectations.Guotai JunanRaise the lithium price forecast for the second half of the year to a historical high of 180,000 yuan/ton.CITIC SecuritiesExpected,Ningde eraThe released sodium-ion battery technology will not change the tight supply of lithium this year and next.
In sharp contrast, the liquor sector led the decline in the two cities on Friday. The liquor index fell more than 6%,ShuijingfangDown limit, willing to wine industry,Shanxi FenjiuApproaching the limit,Highland Barley Wine、Alcoholic Wine、Luzhou Laojiao、Welcome to the tribute wineFell more than 7%.Kweichow MoutaiFalling more than 4%, the stock price hit a new low since November 20, 2020.
Due to the pressure of valuation digestion in the liquor sector, it has triggered capital adjustments.according toZhongtai SecuritiesStatistics show that as of the end of the second quarter of 2021,food and drinkPlatefundThe proportion of positions held has declined for the first time since the second quarter of 2020.
Zheshang Securitiesthink,food and drinkThe reasons for the decline in the sector include: the lack of social zero data as expected has caused the market to worry about a second dip in consumption, and the market has increased concerns about tax changes in the liquor industry.FundamentalsResearchIt shows that the liquor boom has not changed.
The biggest bright spot on Friday was the explosion of the energy storage concept.Heshun Electric、Shenghong shares、Cooltech PowerWait for the 20% daily limit to be achieved,SungrowCreate a new historical high.
On the news, the National Development and Reform Commission issued a notice on further improving the time-of-use tariff mechanism.
Soochow SecuritiesIt is believed that strengthening the convergence and synergy between the peak price and deep valley price mechanism and the power demand side management policy can fully tap the demand side adjustment capacity on the one hand, guide users to use less electricity at peaks and more electricity at low valleys, and improve the operating efficiency of the power system; another On the one hand, it can stimulate spontaneous and self-use demand for energy storage, share the grid load, and provide more space for energy storage to participate in system regulation.
In terms of funds, Northbound funds bought 2.247 billion yuan on Friday, which is the third consecutive trading day. In July, the total net purchase of northbound funds was 10.763 billion yuan.
Shanghai Securities believes that in the future northbound funds will remainNet inflowtrend.
Looking ahead, Galaxy Securities said that August is the semi-annual report disclosure period, and market valuations may be under pressure.PerformanceHigh growth is still the core, and stock selection needs to properly grasp the matching degree of valuation and performance.
(Source: Shanghai Securities News)
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