First, the plateObserve
As of **, the Shanghai Composite Index fell 068%, the Shenzhen Component Index fell 107%, the GEM index fell 126%。Stock Connect is suspended today due to the Christmas holiday. ** Opened low and went low throughout the day, the ChiNext index led the decline, and the Shanghai Composite Index fell below 2,900 points again. Overall, there are 4,400 stocks in the whole market, with a turnover of 609.9 billion in Shanghai and Shenzhen, an increase of 1.8 billion from the previous trading day. In terms of sectors, phosphorus chemicals, PEEK materials, environmental protection and other sectors were among the top gainers, while CPO, data elements, multimodal, memory chips and other sectors were among the top decliners.
Brief comment:Today's trading volume is still weak, still fluctuating around 600 billion. The main line still hasn't come out, but yesterday it was prompted that some over-falling tickets were prompted, and funds are already intervening. Here we need to observe whether the fundamentals and sentiments can resonate with the technical side, at least the technical side has stepped out of the leading trend. Personally, I think this is the last style of the market downward, and it is also the end of the ** segment.
A sharesSecond, the plateBlock observation
1. PEEK lightweight
On the news side, in Tesla's products, the original aluminum alloy materials such as door interiors, audio-visual entertainment plates, suspension systems, A B pillars and battery packs have been replaced with nylon and glass fiber materialsThe Tesla-like robot is about 10 kilograms lighter than before, thanks to the use of plastic instead of metal in some of its core processes. Today, PEEK material concept stocks continued to strengthen, Huami New Materials rose by more than 12% intraday, and Fuheng New Materials, Xinhan New Materials, Ju Sailong, etc. followed suit. PEEK can continue to be paid attention to here, with a wide range of downstream application scenarios, and it is also a new theme, but it needs to be further fermented by logic.
2. Science and technology
Technology is terrible today. The semiconductor sector fell, with Juchen shares, Xinhai Technology, and Xinpeng Micro falling by more than 5%, and the 100 billion giants Weir shares and North Huachuang all falling by more than 2%. The Internet sector weakened, and Business Treasure fell straight down for a time, and Baotong Technology, Hengxin Oriental, and Antarctic E-commerce were among the top decliners.
3. Miscellaneous
The dragon word generation "** continues to be active, Shilong Industrial 4 boards, Baixing Long rose more than 15%, Longzhou shares, Longxing Chemical, Xianglong Electric, Longyun shares and other shares of the daily limit. In addition, here I think look at photovoltaics, many ** are released at the bottom after the big fall, here needs to be paid attention to, two days ago also prompted, if there is **, new energy must have a place, and even have the opportunity to become the Chinese army. During the day, King Kong Photovoltaic and Deye shares both rose well. On the whole, there is no linkage here, further observation, focusing on ambushing companies with a high proportion of overseas!
3. Observations
1.Chuan Jinnuo:
It has a complete product chain of wet phosphoric acid grading and utilization;The main products of wet phosphoric acid research and utilization are wet phosphoric acid and phosphate series products, which involve feed additives and fertilizer industries, including feed grade calcium diphosphate (DCP), feed grade calcium dihydrogen phosphate (MCP), heavy superphosphate and fertilizer grade calcium dicalcium phosphate (white fertilizer).In 17 years, the sales volume of phosphorus chemical products was 43440,000 tons, income of 77.4 billion yuan, accounting for 9683%。
2.Hubei Yihua:
In Yichang, Hubei Province, Sichuan Province, it has the mining rights of 1.3 million tons of phosphate rock per yearThe main business includes fertilizer products, and the income of diammonium phosphate in 17 years is 282.5 billion yuan, accounting for 2363%。
3.Zhongyida:
The company intends to purchase 100% of the equity of Wengfu Group;Wengfu Group is a leading enterprise in phosphate fertilizer and phosphorus chemical industry in China, forming an integrated industrial chain of "phosphate rock-phosphoric acid-phosphate fertilizer and phosphorus chemical products", and has formed an annual production capacity of 7.5 million tons of phosphate rock and an annual output of about 1.85 million tons of phosphoric acid, 3.5 million tons of phosphorus compound fertilizer, and 1 million tons of industrial-grade and food-grade purified phosphoric acidWengfu Group is rich in phosphate rock resources, with reserves in the forefront of the country, good ore selectivity, and ore grade of more than 25%.
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