1, the index is barely an adjustment, the north of the capital also presents a certain outflow, but this amount can not shrink down, belonging to the normal shock, can also be said to be the normal back to step on, basically in the expected trend. Now the market we pay attention to one thing, I said two days ago, that is to say, do the stock as long as the main line of investment and investment logic on the line, do not pay too much attention to the broader market index up or down. Because the same period of time, the general market only 1 - 3 can do the main line of swing, and how can these main lines determine the index is turning red or green? So we only need to consider is the general environment on the no risk on the line, the index is just to do a reference, the shift in thinking is very important.
2, the evening out of a message I estimate that there is a set of people can not sleep, there is also a set of people began to move, the news is: Tesla and Ningde era is discussing cobalt-free battery technology. The market believes that some Tesla cars will probably use cobalt-free batteries in the future. Here's a brief introduction:
At present, the power battery of the new energy vehicle generally includes storage batteries and fuel cells, and we usually say that lithium batteries belong to the category of storage batteries, simply put, they can be recharged. And lithium batteries are mainly contained in the ternary lithium batteries, lithium iron phosphate batteries, lithium titanate batteries, etc., which the news inside the cobalt-free lithium batteries basically refers to the lithium iron phosphate batteries, and usually new energy vehicles are ternary lithium batteries. This is mainly used in small cars, and lithium iron phosphate batteries are mainly used in large cars such as electric buses.
A common metal used in lithium ternary batteries is cobalt, and cobalt is very expensive. So Tesla wants to turn to cobalt-free batteries in order to reduce costs, and the current iron phosphate technology is also very mature, so the probability of the back of the domestic Tesla with cobalt-free lithium batteries is still very high. But it should be noted that even if the use of cobalt-free batteries can only be a part of the model, or the first trial in the domestic Tesla above, lithium batteries can not be shaken within a short period of time, it is worthwhile for the market to imagine in fact, or this piece of the new cake in the end can be how big.
At present, just a message, the relevant companies involved have not been clear statements, but the market is destined to be lively, the degree of impact, short-term cobalt concepts such as Huayou Cobalt, such as short, on the upstream lithium-ion industry, such as Tianzhi materials, lithium, new Zuibang continue to be good, iron phosphate, lithium battery concepts such as Tianzhi materials, lithium, new Zeobang. Lithium battery primary concept stocks such as Ningde Times, BYD is a good. The company's main goal is to provide the best quality products and services to its customers! Speaking of BYD really have to babble a couple of sentences, in the current new energy vehicle battery, BYD is also the oldest, his lithium iron phosphate battery technology is great, just forcing the market pressure behind the transfer to the ternary lithium battery above, but last year BYD has re-conducted the research of lithium iron phosphate batteries and have good results, to speculate on it, he can't run away. There are also a number of subjects worthy of attention, but also the focus of the lobbying speculation:
Harmonization of science and technology : The company's iron phosphate products project is mainly and the main domestic lithium iron phosphate producers to carry out business research and cooperation, and the BYD blade battery matching products in the authentication.
Guo Xuan Gaoke : The energy density of the lithium iron phosphate single cell developed by the company has reached an industry-leading level.
Xiangtan Electrochemical : The company has a supply of lithium iron phosphate products to Shenzhen BYD Supply Chain Management Co.
Star Cloud : The company's testing equipment can be used for lithium iron phosphate blade batteries and other types of lithium battery testing.
Xilong Science : The company's products of lithium cobaltate, lithium manganate, lithium iron phosphate and related ancillary products can be used in the lithium battery industry.
3, the operation, the morning plate bought some Hengdian film and television, the reason is that this share of the recent north of the funds continue to buy I estimate that there is a wave to come, remember that I bought the pre-holiday low Siyuan electric bar, the same reason. There are a few northbound funds continuously buy is sharp laser, Oprah home furnishings and other shares, other basic holdings. Halo new net two days has been 6%, and then strong new material continuous upswing has been almost 20%, a few days ago also added some. Wanma weak some wait two more days, trend stocks generally need patience. Can't say that today's market what stops playing. In recent days, the article mentioned in the technology ETF, jiuqi software, jiuyang shares, etc. are good. To have the patience to hold the stock, play some of the lobbying stock is very unstable.
4, individual stock opportunities, cobalt-free lithium batteries tomorrow, I think the market is going to be crazy to dig a little bit, the concept of the stock I've combed above, focusing on the Ningde era, BYD, Guoxuan Gaoke, Tenci materials, and so on. In addition, pay more attention to the bank shares, yesterday bought some banks actually want to look forward to the possibility of interest rate cuts behind. Not willing to choose the stock to get some bank ETF lurking put that also line, there is no big risk.