The market view remains the same
Lao Gan continues to share dry goods and take stock of today's big **!
As expected, good cash is generally a signal to the top, and other related themes caused by the game sector continue to go down, a bit like a roller coaster.
It was said that brokerages and real estate could not be touched, but now media and entertainment have also begun to save themselves since the big dive, and the market as a whole is weakening, not strong.
Tomorrow is the ETF options delivery day, and Thursday is the FTSE A50 stock index** delivery day.
Of course, with these so-called news surfaces, **friends have lost a lot of confidence in the a** field.
Whether it can gain a foothold in this market,Lao Gan also continued to emphasize that during this period of time, less action and more looks, the hype focuses on logic + thinking + plan + direction + rationality + theme + sense of disk, which complement each other and are indispensable.
Having said that, Lao Gan is optimistic about the direction of new energy vehicles
The hype of a theme is based on the news side + capital side, and at the same time the sustainability is strong, not a one-day trip, there is no shortage of ** in the market, what is lacking is the ability to hold shares.
Clause.
Since the first and third quarters, the profits, valuations, and institutional holdings of the new energy sector have fallen to historical lows, and many positive factors have catalyzed this round. Taking the subdivided new energy vehicle sector as an example, it is driven by a number of positive aspects of the total volume and product side.
Clause.
Second, the current intelligence is in the "from 0 to 1" stage, supply creates demand, and the growth of parts and components enterprises may be faster than that of the industry as a whole.
Clause.
Third, the acceleration of intelligent vehicles, the rapid improvement of the intelligent driving capabilities of international leading car companies, the acceleration of intelligent driving planning of domestic car companies, the gradual maturity of related technologies, and the gradual improvement of policy support.
Clause.
Fourth, the state issued the "Action Plan for Continuous Improvement of Air Quality", emphasizing the vigorous development of new and clean energy, by 2025, the proportion of non-fossil energy consumption will reach about 20%, and the proportion of electricity in final energy consumption will reach about 30%.
Lao Gan also selected a few companies from the "new energy" sector, let's take a look.
The first: Yinbaoshan new
The company researches the application technology of a variety of fiber reinforced materials, and develops a variety of high-strength and lightweight automotive structural products in the field of automotive lightweight hot technologies such as long glass fiber and carbon fiber, which are applied to new energy vehicles.
The second: Tianlong shares
Some of the company's new energy products are mainly matched with Volkswagen's MEB platform, and a small number of products are supplied to new energy vehicle brands such as NIO, and the complex plastic structural functional components used in the electronic control system of new energy vehicles are currently in the research and development stage.
The third: Dongan Power
Carry out the development of the integrated platform of M series self-priming P1 range extender assembly, give full play to the integration ability of Dongan power system, strategically integrate Dongan power engine products with first-class commercial motor electronic control product resources, and create an integrated solution for range extender power system to meet the market demand of new energy vehicles.
Fourth: triple forging
The company has entered the designated development projects of new energy auto parts of well-known vehicle manufacturers such as BYD Toyota, NIO, Ideal, Xiaopeng, SAIC Volkswagen, SAIC-GM, SAIC-GM, SAIC, SAIC Roewe, Great Wall, Chery and Geely.
The fifth: It is also the one that Lao Gan is optimistic about
New energy + automotive electronics + dragon generation concept, the company is the number one auto parts business.
The main capital inflow, low + low valuation, 40% retracement at the high, and the 60-day line started an upward trend.
From a technical point of view, the bottom is strong and stable on the annual line, in line with the ** pit pattern, the chips are highly concentrated, the patience is resistant, and it is expected to start a new round of **.
Special statement: The content only represents personal views and does not constitute any investment guidance, according to which you buy and sell, profit and loss at your own risk, ** risk, investment needs to be cautious!