The market is still in the stage of strong supervision, since the regulation, most of the broken votes A kill, the ebb continues, it is expected that by the second half of the week there will be funds to counter-nuclear, and the mood began to pick up to assist the New Year's Eve. The biggest problem at the moment is that the funds cannot find a focus for the time being. The most fermented market weekend is the impact of the new game regulations, followed by the shipping sector driven by the Red Sea crisis, and the second new is also mentioned by many people. Intraday fermentation plates on Friday, such as Tesla's super energy storage factory, landed in Lingang.
Plate analysis:1New energy track.
Last Friday, the new energy track continued to lead the momentum, and the direction of photovoltaic and lithium batteries continued to lead the rise.
Thanks to the serious over-fall of the sector as a whole, coupled with the continuous repair of policies and fundamentals, the new energy track has been supported to continue to repair, among which the export value of inverters has turned into a growth trend for the first time, which confirms the fact that overseas energy storage installed capacity demand is confirmed.
Moreover, as the subdivision with the largest retracement of the previous high, most of the ** market capitalization is relatively small in the sector, so the repair of the inverter can be said to be both fundamental repair and stock price elasticity, but after the continuous repair, it is still necessary to be vigilant against the cash pressure of the upper gear hedge.
Tesla's first energy storage gigafactory project outside the U.S. is getting the latest progress.
On December 22, Tesla held a signing ceremony for land acquisition with the Administrative Committee of the Lingang New Area in Shanghai, which is another important development after the signing of the agreement between Tesla and the Shanghai Lingang New Area in April this year, marking the official launch of the project.
At the signing ceremony, Tesla said that the factory will focus on the production of ultra-large commercial energy storage battery pack MEGAPACK, which is expected to produce 10,000 units per year, with an energy storage scale of nearly 40GWh, and the products of the Shanghai factory will be sold to the global market.
*Follow: Mustang Battery, Daikin Heavy Industries, Koanda.
2.Shipping.
The shipping sector moved again on Friday, with Haitong Development rising by the limit, Air China Ocean rising by more than 15% at the end of the session, Ningbo Ocean hitting the daily limit, and Jinjiang Shipping, Huaguang Light Source Sea, and COSCO Shipping Special.
At a time when the shipping sector is repeatedly active, benefiting from the disruption of shipping, modes such as China-Europe freight trains and rail-sea combined transport are expected to increase on a large scale, or indirectly benefit the potential replenishment of domestic ports and railway transportation enterprises.
*Attention: Haitong Development, COSCO Shipping Holdings.
3. peek
Last Friday, PEEK concept stocks were active again, Zhongxin Fluorine Materials, Yuhuan CNC, Zhenbang Intelligent Daily Limit, Huami New Materials, Fuheng New Materials rose more than 10%.
Humanoid robots are expected to usher in multiple intensive catalysis from the end of this month to the first half of next year, after the market expected that Tesla's humanoid robot Gen2 is expected to be released at the end of this month for global sales.
The first share of domestic humanoid robot UBTECH is expected to be listed on the main board of the Hong Kong stock market on December 29, before this special node, the robot industry chain is still active, you can continue to pay attention.
*Attention: Wanxun automatic control, Bozhon Seiko, Kaisheng new material lithium battery