First, spare no effort to save the market!Many ministries and commissions, many places held important meetings, next year's economic work to send a new signal, many places have put forward the vigorous development of strategic emerging industries, future industries, these directions are the main direction of future economic growth, but also the main local fiscal revenue, but also next year's main opportunity, but this has a premise, that is, real estate to stabilize, so that the vitality of the market gradually recovered, then investors are likely to refocus on these new economic directions.
Second, since the supply of the entire new energy vehicle market is greater than the demand, especially the upstream lithium carbonate ** continued to fall, causing the market to continue to slump expectations for new energy vehicles and batteries, Monday can be said to be the re-amplification of this expectation, the CATL intraday decline reached 4%, resulting in a direct decline in new energy vehicles to reach 18%。Generally speaking, when new energy vehicles plummeted, CATL must be the largest amplitude, and the same gem index is also inescapable, the gem index is so negative, intraday dived 1%, and hit a new low in the past 3 years.
3. NIO announced that CYVN will make a strategic equity investment with a total cash investment of US$2.2 billion. This CYVN is actually a well-known premium investment institution located in Abu Dhabi. Weilai was able to get the investment of this gold owner's father, which shows that the financing ability is indeed not said. But the problem is that the new energy vehicle sector as a whole is very weak, and no amount of good news seems to stimulate the plate to stabilize and rebound, which is really a headache.
Fourth, the net purchase amount of northbound funds on Monday was 272.7 billion yuan. The top three net ** are CATL, Industrial Fortune Union, and Wanhua Chemical, which are net buying 46.1 billion yuan, 22 billion yuan, 18.2 billion yuan. The top three net sellers were ZTE, LONGi Green Energy, and Poly Development, with net sellers of 17.6 billion yuan, 07.2 billion yuan, 06.3 billion yuan. Foreign capital flows into lithium batteries, industrial Internet, and chemicals;It mainly flows out of communications, photovoltaics, and real estate.
Well, that's all there is to say!**Falling to this point, most bricks will say that they must cherish more than 2,900 points of A shares, and don't fall before dawn. But in fact, I speculate that they don't know the bottom of their hearts, so let's follow our own judgment. Whether it is those who stick to it or those who leave the scene, they must be respected, and there is no need to be isolated.