Hello everyone, I am guarding the clouds and seeing the moon. On December 20, the Shanghai Composite Index fell 103%, the Shenzhen Component Index fell 141%, the GEM index fell 146%, both hitting a new low for the year. The trend of the new energy vehicle sector was ups and downs, and the end of the session rose to close up 013%, can I make up the position?
On the news side, the latest data released by the China Association shows that in November, the production and sales of automobiles were 30930,000 units and 2.97 million units, up 7% and 4% m/m, respectively1%, an increase of 29 year-on-year4% and 274%。The production and sales of new energy vehicles exceeded 1 million, which was the first time that the monthly production and sales of new energy vehicles exceeded one million.
In terms of strong, weak** and leading stocks in the sector: Fengguang Precision 30% daily limit;Dongan Power fell 820% fell, Thalys fell 793%；CATL fell 037%, BYD fell 166%, Great Wall Motors fell 161%。Of the 398 in this sector, 76 are covered
Summary: The new energy vehicle sector traded 699 today8.6 billion yuan, with a net outflow of 326.5 billion yuan, a new low in the year. In terms of personal operation, the holdings of Shanghai Bank New Energy (015392) are relatively light, and they have not stabilized, and continue to hold positions on the sidelines.
The above is purely a personal opinion, and the products mentioned in the article are for creative needs and are not recommended. If the article is fortunate enough to be read and feels okay, please pay attention to it and like it to support. Adhere to the concept of value investment, keep the clouds open and see the moon.