Riding night statistician: will the A-share market rise tomorrow?

News 1.

During the holiday, the rumors about opening the trading threshold of the sci-tech innovation board completely detonated the sci-tech innovation board.

The Kechuang 50 index has gone crazy, which has led to the growth enterprise market.

Today, the market sentiment is very high.

Basic track stocks are rising.

The northward flow from the morning to the afternoon is also stimulated by the whole market atmosphere.

June had a good start and went crazy.


High frequency data of new energy vehicles continued to be better than expected.

In late May, Tesla, SAIC and other auto companies basically resumed double shift production, and the production scheduling of lithium battery industry chain began to return to normal.

In June, it increased by about 10% month on month, and the production scheduling of Q2 core company was 0-5% month on month.

In the peak season of the second half of the year, the production scheduling in July is expected to increase further month on month.

We expect Q3 production scheduling to increase by 20-30% month on month, and it is expected to maintain a high growth of 60-100% throughout the year.

The reporter learned from the China automobile industry association that in April, China sold 299000 new energy vehicles, a year-on-year increase of 44.6%.

From January to April, the cumulative sales volume of new energy vehicles was 1.556 million, up 112.2% year-on-year, mainly due to the continuous stimulus policies on new energy vehicles.

Recent stimulus policies include: the executive meeting of the State Council decided to relax the restrictions on the purchase of automobiles, reduce the purchase tax by 60billion yuan, and introduce subsidies for the purchase of new energy vehicles in Shanghai, Shenzhen and other places, including 10000 yuan for the replacement of pure trams in Shanghai.

Shenzhen will give a maximum of 10000 yuan for individual consumers to purchase new energy vehicles, and the new investment target is 20000 yuan.

The successful bidder who purchases new energy vehicles will be given a subsidy of 20000 yuan.

Qingdao will issue 3-6k yuan consumption coupons for the purchase of new energy vehicles.

Shandong, Zhejiang, Hunan, Hainan and other places have introduced subsidy stimulus policies.

In addition, because of the rising oil price, the rising cost of oil vehicles has further stimulated the demand for new energy vehicles.

At present, it is generally expected that the sales volume of electric vehicles will gradually return to normal in June, and the 2H sales volume is expected to be +50% month on month.

The sales volume of 5.8-6 million vehicles in the whole year is expected to be maintained, increasing by 50% at the same time.

We can pay attention to the relevant ETFs, such as new energy vehicle ETF (515030), China Securities new energy vehicle ETF initiated connection a (013013), and China Securities new energy vehicle ETF initiated connection C (013014).

The timing of the layout of this industry is up to you.

It is estimated that this year will be a relatively continuous hot spot.

In the short term, after all, there will be a lot of growth.

You can pay more attention to this industry on your own, and then choose the layout when there is a callback.

On the disk, the three major stock indexes continued to rise today.

The Shanghai index rose by more than 1% to return to 3200 points.

The gem and Kechuang 50 index rose by nearly 4%, and the lithium battery, photovoltaic, semiconductor and other track stocks rose across the board.

In the lithium battery sector, Ningde times saw a sharp rise of nearly 7%, and more than 10 stocks including Yahua group, China mineral resources, Tianci materials and Shengxin lithium energy were closed.

In the photovoltaic sector, Longji green energy rose by more than 6%, and dale new material, Jiejia Weichuang, Jinchen shares, Saiwu technology and other more than 10 shares rose by the limit or by more than 10%.

Individual stocks on the sci tech Innovation Board continued to be active, with more than 20 stocks including new scenery, CICA security, Wright optoelectronics and Cambrian rising by more than 10%.

In addition, the trend of cro, driverless, coal and other sectors was strong, and individual stocks showed a general upward trend.

More than 3700 shares in the two cities were popular.

Today, the transaction volume exceeded RMB 1.1 trillion, an increase of 220.9 billion compared with the previous trading day, the first time since May 11.

As of the closing, the Shanghai index rose 1.28%, the Shenzhen Composite Index rose 2.66%, and the gem index rose 3.92%.

In terms of plate concept, liquid metal, fluorine chemical industry, sodium ion battery, non-ferrous cobalt and other plates led the increase, while cotton, toys, ports, housing leasing and other plates bucked the trend and fell.

BEIXIANG capital net purchased more than 11.2 billion yuan.

On the first trading day after the Dragon Boat Festival holiday, a shares got off to a good start.

Growth stocks with strong performance before the festival are still the focus of capital chasing.

Today, the leading gainers in the sector are all institutional heavyweight sectors, that is, track stocks, new energy vehicles, semiconductors and photovoltaic, and all of them are leading stocks.

Lithium batteries are the main components of new energy vehicles, and large market value ningwang, BYD and many lithium mine stocks are rising sharply.

The leading Ningde era rose by 5% and BYD also rose by 4%, which means that it will become the next Ningde king.

The happy thing is that the Shanghai stock index finally broke through 3200 when the trading volume was significantly enlarged and the securities sector rose upward.

As the protagonist of the hot discussion in the market during the holiday period, the Sci-tech Innovation Board continued to soar after the festival.

The sci tech 50 index rose nearly 4% at one time.

It seems that after some discussion over the weekend, most people in the market agreed with the view that “the sci-tech innovation board is like the gem in 2012”.

The most important thing is that the leading stock Wright optoelectronics opened high and walked high today, directly realizing 5-board connection.

The five 20cm trading limits have not been seen for a long time.

Not to mention the scientific innovation board, even the gem has rarely been seen.

Even though Wright optoelectronics has five boards connected and its share price has doubled, its current market value is 1.2 billion yuan.

It seems that there is only one way for a very small small market value stock to prevent Wright optoelectronics from continuing its trading limit, that is, the same suspension as Zhongtong bus.

The third anniversary of the opening of the sci tech innovation board is coming.

It has ushered in an important time window.

It has experienced a round of oversold in the past two years and will certainly change.

Whether it is lowering the threshold or introducing the market maker system, it is worth looking forward to.

Cyclists hope that everyone can develop the good habit of reading and looking good.

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Thank you very much!..