Hello everyone, I am guarding the clouds and seeing the moon. On December 28, the three major indexes closed up across the board, and the ChiNext index rose by more than 3%. As of midday, the Shanghai Composite Index rose 111%, the Shenzhen Component Index rose 234%, the GEM index rose 334%。The new energy vehicle sector, driven by the photovoltaic industry, closed up 244%, what do you think about the follow-up?
On the news side, according to CCTV News, on December 26, the first phase of the 300 MW photovoltaic project of the State Power Investment Renewable Energy Alternative Project, the largest open-pit mine dump photovoltaic project in the country, was connected to the grid for power generation, providing new impetus for the construction of green mines in open-pit coal mines and the coupling development of new energy.
In terms of strong, weak** and leading stocks in the sector: as of midday, Greer rose 133%, Koyo shares, Cybrid technology and other 5 **10% daily limit;Tianlong shares fell 945%；CATL rose 514%, BYD rose 264%, Great Wall Motors rose 122%。The sector covers 398**, 356***
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Summary: The new energy vehicle sector rose strongly in early trading, with a turnover of 608 as of midday4.8 billion yuan, with a net inflow of 94.6 billion yuan, standing on the daily line. In terms of personal operation, the holdings of Shanghai Bank New Energy (015392)** are relatively light, and the market needs to continue to be observed, and the position is mainly wait-and-see.
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