See the South Candle article,Learn to think logically!
The market shrank again, without any substantial benefits, because the senior management also saw that the good is to open high and go low, so that a batch of funds run, it is better to directly let the market find the bottom by itself, I think the bottom of the market is very close, and the probability will appear in JanuarySo what do we do next?
South Candle's article will give you the answer, remember to keep track and see the news first.
Tesla announced the official launch of a new large-scale T factory project in Shanghai with an annual production capacity of 10,000 Megapack stationary battery banks.
Marks the official launch of what the company calls a milestone project.
The plant is scheduled to start construction in the first quarter of 2024 and put into operation in the fourth quarter, with an initial annual production capacity of 10,000 commercial energy storage batteries and an energy storage scale of nearly 40GWh.
Megapack is the third generation of stationary energy storage products launched by Tesla in 2019. At present, the earliest delivery time has reached the first quarter of 2025, and the supply of products exceeds demand.
In the long run,Tesla expects its energy storage business to grow more than tenfold in the future。From here, we can see that the future development space of energy storage is very huge, and in the short term, the energy storage sector has a relatively large realization drive, so the next energy storage sector is expected to usher in a sustained strength.
After talking about the news, let's take a look at the market situation.
The market has a process of opening low and continuing to decline, and the main reason is that the volume is in a state of continuous contraction.
Recently, in fact, we have also seen that there is no particularly big substantive good news, such as: the game sector, although it is only a draft for comments, but the relevant rules come out later, which is also negative, you can look back at the previous real estate and education and training industries, under the policy suppression, one is in danger, and the other disappears directly. This sector must still pay attention to the risk-based, because its risk has not yet been released.
In addition, the military sector and aerospace, which have performed well, actually show that more will emphasize performance, because it will soon be next year, and annual reports will be released one after another, so performance will be a very important direction.
The military sector is relatively least affected by the economy, because it belongs to the state procurement, there is a fixed purchase volume every year, and the overall trend is a growth momentum, especially the external situation is also unstable.
First of all, we can see that energy storage has not hit a new low in the near future.
Because the early trend is weaker than **, but there has been a stronger momentum than ** recently. And energy storage is also more obviously event-driven, its future development is also very large, especially like solid-state batteries, it is a relatively new type of energy storage technology, this new technology has a very large application market in the future, so the direction of energy storage is actually very suitable for the direction of low absorption.
Of course, considering that the annual report will be released in 2024, everyone must comprehensively choose the kind of companies with performance growth, and there are event-driven companies for a low absorptionSouth Candle has also selected one from the energy storage sector, and the reasons for optimism are as follows:
Energy storage + consumer electronics + charging pile + photovoltaic + state-owned enterprise reform + new retail,Focus on energy storage and inverters, and build industry-leading energy storage and inverter products.
The stock price is about 11 yuan, and the total market value is less than 4 billion, which is 839%，The bottom limit broke through, the funds favored, and the bottom grabbed nearly 400 million.
3. From a technical point of view, one yang wears more evenly, the chips are concentrated, ushering in a strong golden fork on the monthly line, and a new round of main rise is imminent
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. ##