The Shanghai Index Weekly ends five consecutive yang, and the GEM is unique -the turnover should be kept in a balanced configuration under the shrinking of the turnover

This week, the market showed a trend of shocking, affected by the gradual shrinking of the transaction volume, and the center of gravity moved down. This week, the Shanghai Composite Index fell 0.93%to close 3356.08 points; the Shenzhen Stock Exchange Index fell 0.03%to close 12857.13 points; the GEM index rose 1.28%to close 2817.64 points; 4428.78 points. Regarding the market next week, the industry believes that in the near future, with the gradual development of the interim report, investors should transfer their focus to the performance of listed companies, and shares of stocks that have accumulated overly increase should not be blindly chased.

The Shanghai Index Weekly End Five Lianyang

This week, some heavy stocks were weakened and dragged down. This week, the Shanghai Composite Index fell 0.93%, ending the weekly five -year -old Yang. In the Shenzhen City, although the Shenzhen Certificate became the weekly, although the weekly closed, it fell 0.03%this week. The GEM has performed the strongest performance this week, and the GEM refers to the increase of more than 1%.

The reporter noticed that although the total transaction volume of the two cities has still exceeded 1. trillion yuan, a single -day turnover has shown signs of shrinking. On the Shanghai city, the turnover from Monday to Friday was 489.3 billion yuan, 516.6 billion yuan, 487.5 billion yuan, 438.2 billion yuan, and 421.9 billion yuan. Yuan, 599.2 billion yuan, 614.8 billion yuan, 607.5 billion yuan.

It is not difficult to find that the turnover of the two cities reached a peak on Tuesday (the stock indexes of the two cities also hit a new high on that day). Compared with the Shanghai and Shenzhen cities, the trend of the Shanghai City is significantly weakened, which is mainly related to the weakening of the cyclical sector. The trend of Shenzhen City is strong, mainly due to the strength of the GEM.

It is worth mentioning that the GEM refers to the first weight of the Ningde Times of the Ningde era of 3.51%this week. In addition, the GEM refers to the top 20 major heavy stocks in the ingredients stocks. Micro, Oriental Wealth, Pioneer Intelligence, China Science and Technology Chuangda.

Theme of the subject matter of stock transitions

This week, as the market entered the adjustment, the wheel rotation accelerated significantly. Statistics show that the industry's increase this week includes breeding industries, smelting steel raw materials, feed, power equipment, medical services, power grid equipment, electricity; Kitchen and bathroom electrical appliances, home supplies, casual foods, drinks and dairy. In terms of theme stocks, vanadium titanium, titanium pink, chicken industry, pig industry, thermal power, and UHV price increase.

The reporter noticed that the vanadium titanium industry has recently become one of the important hotspots in the market, which is mainly related to the policy that the ternary lithium battery must not be used for medium and large energy storage, and the demand for the increase in batteries is related to the increase or acceleration. On June 29th, the National Energy Administration released the "Twenty -five Key Requirements (2022 Edition) (2022) (Draft for Soliciting Opinions)". , It is not advisable to use staircases to use power batteries. " The further increase of the policy side of energy storage security may make liquid flow batteries mainly based on 钒 batteries as an important way for large and medium -sized energy storage, and the demand for batteries or accelerate growth.

Guotai Junan believes that in the context of the "double carbon", the energy storage industry that matches with clean energy will usher in rapid development.安全 Battery will become an important part of electrochemical energy storage under its own security, environmental protection, and long cycle. The 1GW 池 battery is about 10,000 tons with five oxidation. With the increase in the demand of the 钒 battery, the supply of resources may gradually tighten.

The newspaper is concerned about the performance status

Regarding the market next week, industry insiders believe that in the near future, as the interim reports have gradually developed, investors should transfer their focus to the performance of listed companies.

Mr. Chen, a senior manager of Huaxin Securities, told the reporter of "Public Securities News" that after the market rose in the early stage, there were short -term adjustments. On the one hand, a stock requires digestion profit chips; on the other hand, as the interim report disclosure is approaching, investors are not willing to chase high. Judging from the recent trend of a group of high -level demon stocks, the willingness to reduce positions has increased significantly. Due to the lack of receiving the disk, some village stocks have shocked sharply from time to time.

Wanhe Securities Analyst Zhu Zhiqiang believes that with the release of silicon material production in the future, the current industrial chain profits will be concentrated in the upstream situation. Integrated component companies in the main industry chain of photovoltaic equipment. In addition, after the tide of installation, the scale of domestic wind power capacity and bidding still maintain a relatively high scale, especially the sea wind power sets in the sea. In the context of high raw material prices in the early stage, the leader of the wind power machine actively uses the unit to largely reduce the cost of single -www, with strong cost conduction capabilities and maintain a considerable profit level. It is recommended to pay attention to the leading enterprise of offshore wind power.

CITIC Securities believes that with the disturbance of factors such as the stack of interest rate hikes in Europe and the United States and the distribution of interim performance, it is expected that the market fluctuations will increase and the rhythm will slow down. Essence

Reporter Tang Xiaofei

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