The GEM refers to nearly 1%, and the perovskite battery sector has soared nearly 6%!Institution: Structural opportunities will dominate the market

Our reporter Zhang Ying, on March (August 10), the three major stock index shocked back. As of the closing of the morning, the Shanghai Stock Exchange Index fell 0.37%to 3235.38 points; the declines of the Shenzhen Stock Exchange Index and the GEM index were 0.56%and 0.99%, respectively. Fall more. From the perspective of funds, on the morning of August 10, the net sales amount of the northbound capital reached 3.319 billion yuan. In addition, as of August 9, the balance of the two city and Shenzhen cities was 1629.828 billion yuan, an increase of 5.264 billion yuan from the previous trading day. Among them, the financing balance was 1,523.188 billion yuan, an increase of 4.556 billion yuan from the previous trading day; the balance of securities lending was 106.64 billion yuan, an increase of 708 million yuan from the previous trading day. Table: On August 9th, the two -level industry two -level industry integration transaction situation: Table: Zhang Ying generally stated that structural opportunities or dominating the A -share market in the second half of the year. Soochow Securities believes that the market has entered the early stress position, and the market's long -term market performance of several consecutive trading days is also more cautious. The overall transaction volume is maintained in a relatively stable range, and there is no obvious direction selection signal for the time being. In terms of operation, investors can keep half a warehouse for short -term hotspots, waiting for the market to make a direction choice before increasing or reducing positions. CITIC Construction Investment stated that it is optimistic that it can benefit from the rapid development of emerging industries, and performance can maintain high -speed growth in the direction of the small and medium -sized market, and there will still be differentiation in the small and medium -sized market style. Guosheng Securities pointed out that structural opportunities or dominate the A -share market in the second half of the year. And since the index seeing the stage high on July 5, the turnover of the two cities has continued to shrink. In the context of lack of incremental funds to enter the market, the stock game will become the main theme of the market. In terms of operation, although short -term is in the destocking cycle, the valuation is more reasonable than other growth sectors. At the same time, it pays attention to new energy vehicles and photovoltaic sectors that pay attention to profit -leading and have further expected space. In terms of hotspots, as of the closing of August 10th, the increase in plates such as perovskite batteries, gold stocks and other sectors have risen, and civil aviation and express delivery concepts have fallen first. Specifically, as of the closing of the morning on August 10, the perovskite battery sector rose at 5.71%. Among them, Lingda's stock rose 16.75%. Jinjing Technology rushed straight into the daily limit. In recent years, photovoltaic technology has developed rapidly, and perovskite has become one of the major technical routes. It is understood that perovskite is a material with the same crystal structure with mineral perovskite (the earliest discovered perovskite crystal). It is used in the field of photovoltaic battery and can improve the efficiency of photoelectric conversion. It is understood that companies currently deployed perovskite battery business include Takura Xinneng, Jingshan Light Machinery, and Lingda shares. List -headed enterprises such as Longji, Oriental Risheng, and Tongwei have also paid attention and research and development of this technology. Regarding the investment opportunities of perovskite batteries, CITIC Securities stated that photovoltaic battery technology continues to change, and the perovskite battery is expected to become a "stroller." Recently, the perovskite battery fibrobine -tittering oscope alpha component is officially shipped, marking the process of the industrialization process of perovskite solar cells.

Picture | Site Cool Hero Bao Map.com

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