Some fund managers pointed out that there is a certain degree of correction in the market today, which may come from two reasons. "First of all, the regulatory authorities focused on some fund products with deviated styles, and relevant fund managers also adjusted the positions of fund products; Second, the work letter.
Vice Minister Xin said that the cost of new energy vehicles in China is high, and the supply of power battery resources is generally guaranteed. The market may think that lithium will also encounter price control problems. However, we believe that the supply of lithium ore is mainly abroad, and the domestic supply is limited, so it is difficult to regulate the price by administrative means; To ensure the supply of resources, it is more likely to accelerate the development of domestic lithium resources. The news affected the September 16 market.
Shanghai and Shenzhen stock markets continued yesterday's callback trend. At the close, the Shanghai Composite Index reported 3607.09 points, down1.34%; The Shenzhen Component Index reported 14258. 13 points, down1.91%; Growth enterprise market index reported 3 128.84 points, down 2.24%.
The Science and Technology Innovation 50 Index reported 135 1.43 points, down 2.39%. The turnover in Shanghai and Shenzhen stock markets was 65.438+0.478427 billion yuan, which was enlarged compared with the previous trading day. For 42 consecutive trading days, the turnover was more than one trillion yuan, and the market remained active.
The net outflow of northbound funds was RMB 3,065.438+0.45 billion, including RMB 6,543.8+0.45 billion from Shanghai and RMB 3,654.380+0.59 billion from Shenzhen. The balance of margin financing and securities lending closed at 65.438+092.6736 billion yuan yesterday, up from the previous trading day. The balance of financing increased slightly, while the balance of securities lending decreased slightly. In Shenwan's first-class industries, except agriculture, forestry, animal husbandry and fishery, leisure services, food and beverage, the rest all fell.
Among them, non-ferrous metals, electrical equipment and building materials were among the top losers, falling by 4.67%, 4.40% and 3.40% respectively. In the news, on September 5th1,at the 3rd World New Energy Vehicle Conference (WNEVC202 1) held in Haikou, Hainan Province, Vice Minister of the Ministry of Industry and Information Technology pointed out that the cost of new energy vehicles in China is still high. In addition, the power battery, the key component of electric vehicles, is facing the pressure of lithium, cobalt, nickel and other mineral resources and rising prices.
The Ministry of Industry and Information Technology will work with relevant departments to speed up overall planning and improve support capabilities. Or affected by this, the market is worried about the centralized mining of lithium ore, and the recent rapid rise and superposition led to the correction of the lithium battery plate in September 16. Gu Yu, fund manager of Nord Fund, pointed out that there was a certain degree of correction in the A-share market on 16, and we think there may be two reasons.
First of all, the regulatory authorities focused on some fund products with deviated styles, and relevant fund managers also adjusted the positions of fund products. Secondly, the vice minister of the Ministry of Industry and Information Technology said that the high cost of new energy vehicles in China will ensure the supply of power battery resources as a whole. The market may think that lithium will also encounter price control problems.
However, we believe that the supply of lithium ore is mainly abroad, and the domestic supply is limited, so it is difficult to regulate the price by administrative means; To ensure the supply of resources, it is more likely to accelerate the development of domestic lithium resources. From a fundamental point of view, the industrial chain of new energy vehicles is still in the upward stage of prosperity; On the other hand, the leading consumer and medicine are certain.
The comparative advantages of sustainability and predictability, after this period of correction, the valuation has entered a reasonable range; Superimposing the factors of valuation switching, Nord Fund believes that the big consumption and pharmaceutical industries can focus on it.