Circuit stocks can continue to return to trillion yuan in core assets to transfer to the new energy industry chain

On Thursday, the broader market showed a deep and strong landscape. Dragked by the decline in the financial and real estate sectors, the Shanghai Index rebounded and frustrated; On the 14th, the Shanghai Composite Index fell 0.08%; the Shenzhen Stock Exchange Index rose 0.75%; the GEM index rose 2.63%; the CSI 300 Index rose 0.01%; the science and technology 50 index rose 2.28%. On the 14th, the turnover of the two cities returned to trillion yuan. Regarding the short -term market, the industry believes that with the performance of the track of the track, structural opportunities will still exist. If the financial and real estate sectors can stabilize, the market is expected to stop.

The double innovation index rises against the market

On Thursday, the Shuangchuang Index rose against the market. The GEM refers to an increase of 2.63%on the 14th to close 2819.13 points. The science and technology 50 index rose 2.28%to close 1076.81 points. In contrast, the trend of the Shanghai Composite Index was relatively weak, down 0.08%on the day.

The dual -innovation index strengthened on the 14th, mainly due to the strengthening of the new energy industry chain related sectors. Data show that solid -state batteries, energy storage, electricity replacement, sodium batteries, and Tesla are at the forefront of the increase; while the top declines are public transportation, transportation facilities, electricity, real estate, insurance, and banks.

Affected by the message, the financial sector continued to weaken on the 14th. Among them, the banking sector fell 1.96%, insurance fell 2.08%, and brokers fell 0.76%. In addition, the real estate sector fell 1.46%on the 14th.

In the banking sector, except for Hangzhou Bank and Changshu Bank rising slightly, the remaining 40 bank stocks fell. Among them, Ping An Bank fell 4.29%, China Merchants Bank fell 3.75%, Postal Savings Bank fell 3.67%, and Xingye Bank fell 3.23%. Among the real estate sector, Tianbao Infrastructure fell 9.55%, CCCC Real Estate fell 7.34%, deep property A fell 7.09%, and Goldland Group fell 5.95%.

It is worth mentioning that the GEM refers to the first weight of the Ningde era of the Ningde era of 3.16%to close 556.01 yuan/share. Insiders believe that the release of the Kirin battery in the Ningde era is the milestone of the company's new product development, seizing the industry's high voice, and the launch of the standards of 4C charging and electricity. New products such as condensation will continue to increase investment. High -intensity R & D investment and efficient R & D conversion efficiency are expected to maintain the company's sustainable leading competitiveness.

The new energy industry chain continues to strengthen

On the 14th, the subject matter of the subject matter represented by the new energy industry chain. Statistics show that solid -state batteries, energy storage, power replacement, sodium batteries, and Tesla are at the forefront.

CICC believes that in the context of steady growth, the power grid investment has strong attributes. In the future, it is expected to enter the upward channel, superimposed the construction of new energy bases and distributed smart grids. Structural changes in key areas such as intelligent and digitalization.

The data shows that the prosperity of the power grid sector is mainly driven by factors such as macro, power grid investment, and key events. State Grid and South China have successively released measures to stabilize economic related measures. In the first quarter of this year, the investment trend of the power grid was good, with a year -on -year growth rate of 15.1%. It is expected that the power grid infrastructure investment will be more than 500 billion yuan this year. More than 100 million yuan. It is expected that the power grid investment during the "Fourteenth Five -Year Plan" period is more than 10%compared with the "Thirteenth Five -Year Plan", and the full -caliber investment of the two networks may reach 3.3 million to 34 trillion yuan.

According to the data of the Passenger Federation, in June 2022, the retail market in the passenger car market reached 1.943 million units, an increase of 22.6%year -on -year, and an increase of 43.5%month -on -month. Among them, luxury car retail sales were 3100,000 units, an increase of 26.0%year -on -year, and a month -on -month increase of 74.0%; independent brand retail sales of 81 million units, an increase of 35.0%year -on -year, an increase of 31.0%month -on -month. Increasing 47.0%. In June, the wholesale penetration rate of new energy vehicle manufacturers was 26.1%and the retail penetration rate was 27.4%, a significant increase from 2021. Xingye Securities believes that the new energy passenger vehicle has improved exceeding expectations, and the order performance is hot. Benefiting from the improvement of supply improvement, the expectations of oil prices, the electricity price locking and the promulgation of various localities to encourage consumption policies to encourage consumption policies. Under the policy of halving the car purchase tax, new energy vehicles not only have not been affected, but improved the expectations from the previous month, and the order performance is hot.

Short -term attention can change

Huang Ya, a private equity fund manager in Shanghai, told reporters that the turnover of the two cities on Thursday reached 1027.9 billion yuan, back to trillion yuan. Despite the rise of the dual -innovation index, the motherboard trend is still sluggish. Affected by the news, the weakening of traditional blue -chip stock financial and real estate has not ruled out the possibility of reducing funds, and short -term incremental funds mainly flow to new energy tracks. In the short term, if the transaction volume cannot continue to be magnified, the broader market may continue to fluctuate the bottom trend.

Xingye Securities believes that with the gradual recovery of public fund issuance, the pace of increasing public offering funds in the market is also expected to accelerate. Therefore, under the "wide currency and wide credit", the third quarter is still making multiple windows. In terms of structure, the strong -focative Hengqiang's photovoltaic, military, new materials, semiconductor, 5G optical fiber optic cables and other prosperous sectors.

Guosheng Securities believes that the current semi -annual report has begun, and many stocks with high performance have reached a record high. As the semi -annual report is about to enter the dense disclosure period, there are sections with high expectations or the main theme of the market.In terms of operation, it takes one more patience to take low suction, focusing on grasping the rhythm of high throwing and low suction.Reporter Tang Xiaofei

- END -