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收评:锂电芯片光伏全线暴涨 创业板V型反转

Comments: lithium chip photovoltaic skyrocketing gem V-shaped reversal

證券之星 ·  Aug 4, 2021 03:06

The plate rotation of the A-share market is coming so fast. Chips and lithium batteries, which were still undergoing substantial adjustments yesterday, are rising and stopping today.

It is worth noting that at the end of July, the gem experienced a four-day slump, with the index down more than 10%. Driven by lithium and chip plates, it continued to rise in August and walked out of the "V". Today, the gem is up more than 2%, and the index is also approaching its previous high.

As of the close, the Prev index rose 0.85% to 3477.22 points, the Shenzhen Composite Index rose 1.72% to 14990.11 points, and the gem index rose 2.47% to 3563.13 points.

Today's top gainers are lithium electricity, photovoltaic, rare earth permanent magnets, semiconductors, automobiles and other plates. Among the biggest declines were in vitro diagnosis, gene sequencing, dairy, insurance and other sectors.

In the chip semiconductor plate, San'an Optoelectronics, Tony Electronics limit. Lou Xiao Technology, Hua Wei Electronics, North Hua Chuang, Shilan Wei and so on have soared.

In the lithium electricity plate, Dow technology and Tianqi lithium industry rose by the daily limit, while in the Ningde era, our high-tech, Rongbai technology, polyfluorodo, Tianqi lithium industry, and Mount Qomolangma in Tibet also rose sharply.

At the same time, the photovoltaic plate also skyrocketed across the board, in which Tongwei shares rose by the daily limit. Longji shares rose 8%, Sunshine Power rose 6.47%.

In addition, it is worth paying attention to the opening today, sports concept stocks soared across the board. Lehman Optoelectronics, Jinling Sports, Rhine Sports, Xinlong Health, Sanfu Outdoor, Shuhua Sports, China Sports Industry and other stocks have risen by the daily limit. This is mainly affected by policy news.

The State Council issued the National Fitness Program (2021-2025) yesterday. The "plan" once again makes it clear that the total scale of the national sports industry will reach 5 trillion yuan by 2025.

In this regard, Dongguan Securities said that at present, China's fitness population penetration rate is still low, if the future penetration rate is raised to the national level of Europe and the United States, China's fitness population size still has 1.6 times and 3 times growth space respectively.

As for the future, Soochow Securities believes that from the large structure, the Shanghai Composite Index is still in a wide range of shocks, while the upward trend of gem and Science and Technology Innovation Board has not changed, structure is still the mainstream of the market.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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