The GEM hits a six-year high, the lithium battery king returns, can the strong remain strong?

A-shares specialize in treating dissatisfaction, and all kinds of dissatisfaction. I don’t dare to easily predict the top of the stock market, nor do I dare to say the bottom of the stock market. The rise and fall always exceed expectations, Comrade Li Daxiao Just because of predicting various bottoms, it has become a joke in the stock market.

As of July 22, as of the close, the Shanghai Composite Index reported 3574.73 points, up 0.34, with a turnover of 566.8 billion yuan; the Shenzhen Component Index reported 15262.19 points, up 0.33, with a turnover of 734.1 billion yuan; the Chuang Index reported 3544.44 points, down 0.44, with a turnover of 309.6 billion yuan, and the turnover in the two cities was as high as more than 1.3 trillion yuan, which is the recent sky-high volume level, but the increase is not large, and it is a bit of a stagflation situation due to heavy volume at a high level. The GEM index hit a six-year high. The GEM index has been dominated by CATL. If you add Yiwei Lithium Energy, it has actually been dominated by new energy. The index has been distorted. As long as new energy rises, the index will rise. If new energy falls, the index will fall. To start a business As a basis for analysis and operation, the rise and fall of the board index does not have much meaning.

There is a saying in A-shares, that is, the tops of stocks are bought by funds with real gold and silver, and the bottoms of the stock market are bought by funds with stocks. The media sorted out the fund’s position adjustment in the second quarter. Regarding the share exchange situation, according to Brokerage China, based on the weight of the CSI 300, the "electrical equipment, medicine, chemical industry, electronics, food and beverage" and other industries were overweighted, with overweight ratios of 4.57, 3.64, 2.51, 2.38, and 1.92 respectively. . The so-called electrical equipment is mainly based on new energy, such as CATL, LONGi, etc., the chemical industry is actually the lithium battery industry chain, such as Tianci Materials, medicine is WuXi AppTec, Amic, etc., and electronics has more passive components and Chip semiconductor.

The return of the king of lithium batteries cannot be judged from the trend on July 22. Lithium batteries are likely to be a high-level game. Many stocks have fluctuated at high levels and in a wide range, and there have been funds on the Dragon and Tiger List. You should be particularly vigilant if there is an increase in buying and selling. Risks rise, not fall. Yesterday evening, a lithium battery concept stock had a black swan performance. I don’t know how it will trend today.

In fact, the future performance of lithium batteries will also be differentiated. Upstream companies that benefit from rising prices will have more optimistic performance growth, while downstream companies will be pressured by rising costs and find it difficult to pass on costs, so their performance growth will be relatively unoptimistic. Don’t Overconfidence.

Nowadays, the market is seriously divided. The more banks, securities companies, insurance companies and real estate companies fall, the less funds favor them. Brokerage companies have lost their titles as bull market standard bearers and have been ruthlessly abandoned by institutional funds. The more new energy rises, the more market transactions become. Hot, but the market will end in optimism, and the market differentiation with sea water on one side and flames on the other will also end.

1. The GEM index hit a six-year high, what is the market outlook?

Today the GEM index opened higher and moved lower. The GEM index hit a six-year high. From a structural point of view, the GEM index will continue to fluctuate upward. In the three years from 2019 to 2021, the growth rate of the GEM Index has been very good. The fierce growth of the GEM Index has a lot to do with the market's funding and policies. As the first brother of the GEM, CATL is doing The rise in the index has indeed contributed a lot. In addition, the stock prices of the leading companies on the GEM have repeatedly hit new highs. This is also the reason why the GEM index continues to rise.

The GEM index continues to strengthen. No one knows where its top will be. All we have to do is follow the market closely.

2. The king of lithium batteries has returned and staged a daily limit trend. Can it once again take the lead in the main line?

Today’s lithium battery concept can be said to have a gratifying rise, with the index rising by 1.65, constantly setting new highs in the index. From the perspective of individual stocks, Jiuwu High-tech (300631) 2-connected plate 20cm, Fulin Precision (300432) 20cm, led the rise in the lithium battery sector, in addition to Tibet Everest (600338), Tibet Mining (000762), Rongjie Shares ( 002192), Jiangte Motor (002176) and other 11 stocks reached their daily limit, and there were 51 stocks with an increase of more than 5%.

Analysis: Judging from today's data, the lithium battery concept is indeed performing very strongly, but this does not mean that the king of this sector has returned. In the past few days, the market has clearly seen a decline in the performance of semiconductor MCU chips, rare earth and other sectors. Not bad, it obviously overshadowed the lithium battery sector. Whether the lithium battery sector can once again become the market leader requires further confirmation from the market.

3. Summary

Trend is king, structure is supplementary. We don’t know the future market situation, but what we have to do is follow the market trend and grasp the main line of the market. The main line of the market is still new energy and technology. It is recommended to pay attention to semiconductor MCU chips, rare earths, new energy, etc.