Boshi Observation: The outbreak of new energy, the trend of rebounding the bottom of the GEM

After the market adjustment on Wednesday, today's market has strengthened. The three major stock indexes have risen in early trading. In the afternoon, the GEM finger performed particularly well, and the closing of the market rose 1.68%. Boshi China GEM Index's daily leverage (2X) products closed up 1.83%.

Data source: AASTOCKS, & Nbsp; July 7, 2022

The two cities have been transactions for about 1.05 trillion throughout the day, and have exceeded trillion in 11 consecutive trading days. The net purchase volume of the northbound capital exceeded 500 million yuan. At the same time, according to IIF data of the International Financial Association, China's financial market was inflow of US $ 6.6 billion in June. Looking at the market, the automotive sector has risen strongly, and new energy sectors such as energy storage, power replacement concepts, sodium batteries, UHV, photovoltaic, lithium batteries and other new energy sectors have burst into collective outbreaks.

继新车购置税减半、新能源汽车下乡等政策之后，7月7日，商务部等17部门发布《关于搞活汽车流通扩大汽车消费若干措施的通知》,共涉及6方面12条措施，包括Support new energy vehicle consumption, study exemption from the purchase tax policy exemption of new energy vehicle vehicle purchase tax, and carry out in -depth activities to go to the countryside to go to the countryside, encourage conditions to introduce the countryside support policies, guide enterprises to increase the preferential activities of activities And actively support the construction of charging facilities and promote the use of new energy vehicles in rural areas. Since entering June, the epidemic has continued to relieve the deepening of stimulating stimuli, the demand for car purchase demand is restored, and the production and sales of the auto market have continued to recover; the automotive industry's electrification and intelligent development Fang Xingxing has been listed in the second half of the year. ; The raw material price has gradually curbed the rise since 2021, the volume of automobiles has increased, or it has become the core strong sector in the second half of the year.

Global recession expectations may cause A shares to fluctuate, but it cannot reverse the current background of A shares, because the improvement of economic recovery and corporate profitability will support A shares. At present, the market rebound is gradually interpreting to reverse upward trends, but the market will not happen overnight, and the short -term probability of step back to consolidate the foundation or continues the upward, and the structural market is still worth looking forward to. At the operation level, it is recommended to focus on the three main lines of steady growth, promotional expenses, new energy, and companies with better semi -annual reports, especially new energy, photovoltaic, semiconductor, and military industry.

The current value of China's assets is prominent, and foreign capital is also using "real gold and silver" to express its bright attitude towards Chinese assets. Boshi China GEM Index Daily Leverage (2X) Product 7234.HK target achieves two times the daily tracking of the GEM index income to help investors seize China's new economic investment opportunities.

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