The rise of perovskite battery sector rose nearly 4%. Organization: After the shock, there is still upward kinetic energy!

Our reporter Zhang Ying, on March (July 27), the three major stock indexes fell and fell slightly. As of the closing of the morning, the Shanghai Stock Exchange Index fell 0.09%to 3274.37 points; the declines of the Shenzhen Stock Exchange Index and the GEM index were 0.19%and 0.21%, respectively; the total turnover of the Shanghai and Shenzhen cities was 527.45 billion yuan. Generally speaking, individual stocks of the two cities rose more. From the perspective of funds, on the morning of July 27, the net sales amount of the northbound capital reached 2.478 billion yuan. In addition, as of July 26, the balance between the two and Shenzhen cities was 1626.379 billion yuan, an increase of 627 million yuan from the previous trading day. Among them, the financing balance was 1,527.043 billion yuan, an increase of 0.08 million yuan from the previous trading day; the balance of margin margin was 99.335 billion yuan, an increase of 619 million yuan from the previous trading day. Table: On July 26th, the two -level industry two -level industry integration transaction situation: Table: Zhang Ying, for the market outlook, industry institutions generally stated that the market still has further upward momentum after the market is shocking. CICC believes that the current market stage is in the inspection period after a strong rebound at the end of April. The two -way fluctuations and lack of trends are still performed. The follow -up market trend requires comprehensive consideration of domestic growth and restoration. Growing the policy environment, local epidemic situation, the impact of the decline of overseas countries on major overseas countries, and so on. The market trend is not pessimistic in the medium term. The current Chinese -foreign policy cycle continues to reverse, and it is still expected to support the relatively toughness of the Chinese market's relative overseas. In terms of configuration, it is recommended to focus on the fields of low macro correlation or policy support. After continuous rebound of the growth style, the cost performance will weaken. Follow -up fluctuations may begin to increase. It is necessary to comprehensively pay attention to the prosperity and valuation for structural configuration. Guosheng Securities believes that the current index is in the small -level adjustment cycle in the upward trend; it is expected that the space to adjust downward is limited, and there will be a high probability that it will maintain the trend of the central shock. With the improvement of the macroeconomic economy, the index still has further upward kinetic energy after the index is shocking. The market is still a structural market for rotation of the sector. It is concerned about rotating opportunities for new energy vehicles, photovoltaic, lithium batteries and other related sectors in the industry. In terms of hotspot sectors, as of the closing of July 27, the perovskite battery battery, industrial parent machine, BYD concept and other sectors have risen, and accommodation, catering, public facilities and other sectors have fallen first. Specifically, as of the closing of July 27, the perovskite battery sector rose to the top of 3.89%. Among them, the daily limit of Hangzhou Steel has rose 11.2%. The CITIC Securities Institute believes that the key point of the future development of perovskite is: 1) to improve the stability and large -scale preparation of the perovskite top battery in the overlapping battery device as the key to technology development. The foundation of industrialization; 2) the development of opstrimum oremark optoelectric computers, laser, steamed plating, magnetic control and SALD equipment and supporting processes; 3) the industrialization of perovskite technology industrialization, requires materials, equipment and coating, etc. Cooperate with the development of new coating materials and related coating equipment to meet the needs of new products. This is a long and difficult process; 4) Traditional opodic ore mining materials are easily destroyed under long -term light heating conditions, resulting in battery performance, resulting in battery performance Fast attenuation, stability is a world problem. This slim photoelectric has made a breakthrough in the near future, but it still takes a long way to go.

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