Last week, the market rebounded, the GEM index rose by 3.5%, and the Shanghai Composite Index/CSI 300 rose by 2%+. From the perspective of plates, value and cycle are still the main lines, while other plates are mainly rotating. Non-ferrous metals, power equipment and new energy, medicine, food and beverage, and automobiles were among the top gainers. The market style of this period is biased towards the growth dimension, and the market value is tilted towards the broader market. The new energy sector continued to lead the rise, driving Jianxin's new energy to rise.
What is the reason for the rise?
Supported by economic recovery and loose liquidity, the slow growth of A shares in New Year's Eve continues. After New Year's Eve, the fierce institutional game will be quickly eased. In the rapid rotation, new energy vehicles, photovoltaics and other prosperous varieties are on the rise. 65438+February 17, the four departments jointly issued an announcement, and the high-tech industry ushered in heavy favorable policies, good news and stable fundamentals, which led to the rise of Jianxin New Energy.
Will there be investment opportunities in the future?
1. The development trend of the new energy industry is determined, and the long-term path of the industry is relatively clear. Different from other science and technology industries, China's new energy industry already has a global competitive advantage. China's new energy industry has gone through several cycles, and through the survival of the fittest, excellent head companies have been selected in most links.
2.a shares have many high-quality new energy listed companies to choose from. The total market value of new energy listed companies has reached 3 trillion, and the largest lithium battery companies and photovoltaic companies are in A shares. At the same time, the industrial chain of lithium batteries and new energy vehicles continues to rise with the trend of innovation.
3. The China market has great influence on the global new energy market, and the industry has certain policy attributes. The technology iteration of new energy industry is fast, which puts forward certain requirements for the close tracking and mutual verification of industrial chain, and is optimistic about its subsequent development.
Operational suggestion
It is recommended to wait patiently, maintain a balanced allocation of styles, and avoid stocks that have risen too fast and overvalued in the previous period. Adhere to some new energy sectors that are optimistic in the medium and long term, such as new energy vehicles, photovoltaics and wind power. And maintain a moderate position, so that you can fall into the bag in time and build a position in small steps at a low position.