First, take a look at the new energy sector led by CATL, which has not been decent this year, and has recently accelerated its decline, which is also the reason why the GEM index continues to hit a new low for more than two years. For example, CATL has risen by 60% from a high level, and its market value has evaporated by trillionsLONGi, JA Solar, and Enjie are even more than 70% high, adding up to trillions of market capitalization.
These continue to fall, and will obviously drag down the index, should be more supervised, more should be monitored who is selling, rather than in the name of protecting small and medium-sized investors, staring at the good rising votes to suppress. As a free trading market, as long as there is no market maker to control the market and the transaction is normal, he should be allowed to rise and fall freely.
2. On the news side, with the intensification of the Palestinian-Israeli conflict, a number of ships were attacked by Yemen's Houthi armed forces when they were sailing to the Red Sea waters, and four international shipping companies successively announced the suspension of navigation in the Red Sea. The Red Sea and the Suez Canal are one of the world's most important shipping lanes, and the detour increases the average distance of global shipping.
According to Clarksons, about 10% of the world's maritime traffic is transported through the Suez Canal, and if the Far East-Nordic route is changed from the Suez Canal to a detour via the Cape of Good Hope, the distance will increase by about 30% (an increase of 6,500 nautical miles).
In addition, at the same time, the Panama Canal, another major shipping artery, the "main artery" of global shipping, is still facing navigation difficulties due to drought, and many ships have to choose to detour. This further increases the average shipping distance, which, according to Clarksons, accounts for about 2 percent of the total amount of ocean freight through the Panama Canal5%。
The shipping artery may be blocked again, the risk of rising freight rates will increase sharply, and this kind of problem will not be able to be solved in the short term, so in the future, the situation of sea freight will be basically certain, and it will have a certain hype value in the short term.
3. Negatively affected by the Palestinian-Israeli conflict, tensions in the Red Sea have escalated, the four major shipping giants have suspended Red Sea transportation, and the blockage of maritime transportation has dragged down economic exchanges, which in turn has led to the sentiment of the entire market falling into a downturn again. Among them, the Shenzhen Component Index and the ChiNext Index both broke down, hitting a new low for the year, and the ** index was only one step away from the year's low set in October. Especially in the case of CATL, BYD, LONGi Green Energy and other heavyweight stocks have fallen one after another, the confidence of funds to go long has been completely defeated.
Fourth, the news of mergers and acquisitions and restructuring has started again. Guolian and Minsheng will be integrated, mergers and acquisitions are a big positive for the sector, and with this big benefit, the sector will rise in the future. But now, it is protecting the disk, and the power of the disk is too small, and the three **fingers have only appeared in the Shanghai Index**Finishing, GEM**.
I think that the trend of A-shares is unusual, ** has not risen sharply, and the banking sector is protecting the disk, so it has little effect. If you want to pull up the Shanghai Stock Exchange first, let the Shanghai Stock Exchange 50 rise, and the ** power of the GEM will be small. Now that the Shanghai Stock Exchange has fallen less, it can't be **, and the GEM has fallen a lot, and everyone's confidence can't get up, and the trend can't change.