Here comes the rebound! On the morning of July 29, the main indexes of the two cities rose across the board. Among them, the Kechuang 50 index rose by more than 3%, and the gem index rose by more than 3.73%, returning to 3400 points. Lithium batteries, new energy vehicles, rare earths, photovoltaic, chips and other concepts recovered across the board.
Hong Kong stocks also ushered in a violent rebound. As of press time, the Hang Seng technology index of Hong Kong stocks had increased by nearly 7%, Netease and JD had risen by more than 10%, and meituan and Tencent had risen by more than 8%.
Photoresist, lithium battery, military multi-point flowering
In early trading, the photoresist concept rose sharply across the board, allowing the photosensitive limit to be increased. Huilun crystal rose by more than 15%, Guangxin materials rose by more than 13%, and Jacques technology, Jingrui shares and other collective strength.
On the news side, the second phase of the national integrated circuit industry investment fund, known as the big fund, has been in place, with a total scale of more than 200 billion yuan. This round of investment focuses on semiconductor equipment and materials. Nanda optoelectronics, a domestic photoresist company, recently received an investment of 183 million yuan. The new generation of ARF photoresist developed by the company is expected to be used in the 14 / 7Nm process.
Lithium battery sector strong recovery, Jiayu shares, Xiangtan electrochemical, China Bao’an and other trading limits; Jinchen shares, Shengxin lithium energy, blue lithium core and other stocks rose. The photovoltaic sector also saw a sharp rise, with Trina Solar energy rising by more than 13%, Jiawei Xinneng rising by more than 9% and sunshine power rising by more than 8%.
The military industry sector rose again, with Xinyan shares up more than 10% and AVIC heavy machinery up more than 9%.
Galaxy Securities said that in the short term, the military industry sector will return to the boom logic. Near the interim report window, performance fulfillment will become the main logical line of investment. The high prosperity of the industry may lead the plate to gradually stabilize and rise. It is suggested to increase positions gradually. In the medium term, the demand for military products in the downstream is strong. With the gradual elimination of the production capacity bottleneck, the high outlook of the industry is expected to continue. In the long run, the “century change” is bound to accelerate the modernization process of our army, and the development of the industry is expected to welcome the golden age.