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The high performance and bearing have been recognized by the market, and the new energy leader has r

日期: 2021-11-02
浏览次数: 1

On the first trading day of November, the three major A-share indexes rebounded after opening low in the morning. As of the close, the Shanghai Composite Index closed at 3544.48 points, down 0.08%; The Shenzhen Component Index rose 0.17%, the gem index fell 0.56%, and the Kechuang 50 index rose 0.57%.


On the disk yesterday, the new energy industry chain was pulled up again, and stocks in photovoltaic, wind power, energy storage, silicone and other subdivided fields were active. Ningde times and Longji shares continued to hit record highs. Among them, the total market value of Ningde era once exceeded 1.58 trillion yuan. The trading volume of Longji shares throughout the day was nearly 20 billion yuan, and many shares such as Jiaze Xinneng rose by the limit.


However, it is worth noting that the new energy sector plunged in the afternoon. Ningde times once rose more than 6% to close at 1.69% to 650 yuan. The afternoon rise of Longji shares also narrowed to 2.57% to 100.20 yuan.


The concept of new energy is the absolute main line of the market since this year. After accumulating a large increase in the early stage, how much room can the plate rise in the future? In this regard, some institutions believe that under the background of the outbreak of performance growth, leading companies in the new energy industry chain still have obvious growth advantages.


Chen Guo, chief strategic analyst of Anxin securities, said that a very important judgment is that the segments with A-share profit growth of more than 30% next year will be very scarce. Therefore, the sectors that can achieve sustained and high performance growth should be placed at the core. Chen Guo expects that the scarce high growth is still the main line in the medium term, and the high prosperity of high-end manufacturing industry with 'new energy (vehicle)' as the core will be continuously recognized by the market.


In terms of specific track segments, Chen Guo believes that from the performance of the third quarterly report, the performance of new energy vehicle industry chain, semiconductor industry chain, photovoltaic industry chain and wind power industry chain in the third quarter increased by 59.4%, 79.6%, 60.0% and 37.9% respectively. Among them, lithium batteries in the new energy vehicle industry chain (with a year-on-year growth rate of 117.4% in the third quarter of 2021), battery chemicals (with a growth rate of 278.4%), silicon wafers in the photovoltaic industry chain (with a growth rate of 87.9%), photovoltaic equipment (with a growth rate of 112.3%), and the whole machine sector in wind power (with a growth rate of 81.7%) performed the best.


'The high performance growth of upstream material and equipment suppliers of popular tracks reflects not only the high prosperity of downstream demand, but also the expansion of production capacity and the simultaneous rise of volume and price in the upstream due to the high shortage of production capacity driven by the prosperity. From this perspective, from the fourth quarter of this year to next year, the orders of listed companies of popular tracks are still highly guaranteed, and the prosperity rate of high-end manufacturing industry is difficult to fall.' Chen Guo said.


Chen Xianshun, chief strategist of Guotai Junan Securities, also believes that the current new energy vehicle industry chain market has entered a performance driven period, and the core drive of the market has switched from valuation rise to performance growth.


However, he stressed that the differentiation of individual stocks in the plate will be increased in the future. High growth track stocks with strong technological innovation ability and individual stocks with multi track expansion ability are more hopeful to get out of the independent market.


In addition to the concept of new energy, the national defense and military industry sector strengthened yesterday, China's coastal defense board was closed, and many stocks such as zhongbing red arrow rose. In terms of theme, the concept of meta universe rose sharply for two consecutive days, and zhongqingbao rose the limit for two consecutive days.


At the same time, there is differentiation within the consumption white horse plate. Baijiu plate bottom picked up, gold seed wine rose by over 8%, and the current margin increased by more than 6%. Tourism, aviation and other sectors affected by the epidemic led the market. China, the tax-free leader, was free of the limit, and the total market value returned below 500 billion yuan.


On the news side, on the evening of October 29, the third quarterly report released by China free was less than expected. Guolian Securities believes that the decline in the company's revenue in the third quarter was mainly affected by the epidemic, resulting in a decline in the number of people entering Hainan in the third quarter. Among them, the passenger throughput of Meilan Airport decreased by 20% year-on-year in the third quarter.


 At the same time, the third quarter, as a traditional off-season, superimposed the epidemic disturbance, so that the company further strengthened offline discounts and online sales in the third quarter, resulting in the gross profit margin falling to 31.39%, with a year-on-year and month on month decrease of 7.5 and 6.0 percentage points respectively.

In addition to China free, MARUMI, the 'first share of eye makeup' and Anji food, the leader of quick-frozen food, also fell by the limit because their performance was lower than expected.


Li Lifeng, deputy director and chief strategic analyst of West China Securities Research Institute, said that from the performance of the third quarterly report, the consumer industry is obviously differentiated, and the growth rate of medicine and biology, automobile and food and beverage is among the top. In the third quarter of 2021, the net profit of pharmaceutical, biological, automotive and food and beverage industries increased by 60.84%, 32.34% and 26.31% year-on-year; Household appliances, textile and garment industries fell slightly; The performance of leisure services, commercial trade, agriculture, forestry, animal husbandry and fishery is weak, and the profit has not yet returned to the pre epidemic level.

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