In the morning trading on August 6, the stock indexes of the two cities still maintained a weak and volatile trend. The Shanghai index fell about 0.5%, and the gem index fell more than 1% and fell 3500 points. Market hot spots are still focused on strong sectors such as lithium batteries, new energy vehicles and rare earths. BYD, the leader of lithium batteries, rose 6% in the session, and its market value once exceeded 900 billion yuan, while Ningde era rose and fell; Recently, the strong concept of biological vaccine plunged sharply, kangxinuo fell by more than 12%, and Fosun medicine fell by the limit.
Hong Kong stock market, Hang Seng Index rose, Tencent holdings rose earlier than 3%, a new low yesterday’s fastest shot Kwai Chung today fell again over 10%, once fell below HK $80, but then narrowed down.
In addition, the A-share and Hong Kong stock dairy sectors all experienced a correction. China Feihe fell by more than 7%, modern animal husbandry fell by more than 4%, and western animal husbandry and Yashili international all fell.
New energy sends big news again, and the two plates break out
On August 5 local time, the official website of the White House announced that U.S. President Joe Biden set a goal of 50% of electric vehicle sales in the United States by 2030. Subsequently, a number of automobile enterprises in the United States issued a statement saying that they would accelerate the innovation and manufacturing of electric vehicles in the future.
Stimulated by this news, the new energy vehicle and lithium battery sectors collectively rose this morning. As of the noon closing, in the new energy vehicle sector, Xianhui technology “20cm” limit, Fulin Seiko rose by more than 14%, dangsheng technology and Jinli permanent magnet rose by more than 10%, and Meijin energy and Dongfang Zhongke rose by the limit. In terms of lithium battery concept, hezong technology increased by nearly 15%, hang Ke technology increased by about 14%, tibet everest, Anzhong shares and Tianqi shares increased by the limit, Ganfeng lithium industry increased by more than 4%, and BYD increased by about 2%.
New energy Hi, vaccine and dairy stocks have collapsed. What happened?
According to the announcement on the official website of the White House, measures will be taken to promote the leadership of the United States in clean cars and trucks. The goal is that by 2030, half of all new cars sold in the United States will be zero emission vehicles, including pure electric vehicles, plug-in hybrid electric vehicles or fuel cell electric vehicles. At the same time, the formulation of long-term fuel efficiency and emission standards will be launched to save consumer funds, reduce pollution, promote public health, promote environmental protection and deal with the climate crisis.
After the Biden government released the 2030 sales target of new energy vehicles, officials of the United Auto Workers’ Union and Ford, general motors and stellantis jointly issued a joint statement saying that they expressed support for Biden’s new energy vehicle plan. BMW, Ford, Honda, Volkswagen and Volvo also issued a joint statement, saying they supported the government’s goal of realizing the future of electric vehicles, and affirmed Biden’s role in reducing emissions and investing in key infrastructure to achieve these emission reductions.
CICC believes that the executive order marks that the United States has placed the new energy vehicle industry at the height of national strategy, accelerated the process of global vehicle electrification, and industrial chain enterprises will benefit from it: new energy vehicle enterprises recommended in the whole vehicle and parts link, and parts enterprises leading in electric intelligence, including Tesla supply chain, thermal management suppliers and North American supply chain. It is suggested to pay attention to the high-quality enterprises in the segment of lithium battery equipment: the middle and rear process equipment manufacturers that have a key impact on the yield of battery cells; Pay attention to the automation equipment manufacturers in the modular section whose automation rate is still low and the current demand growth is accelerating; Pay attention to the structural parts manufacturers that increase synchronously with the installed capacity of batteries.
Another record high in the leading plate of 900 billion yuan lithium battery
It is worth noting that BYD opened sharply higher today, rebounded from the bottom of the day, once rose 6%, up to 317.3 yuan, another record high, and the total market value once exceeded 900 billion yuan. As of noon closing, the stock rose 1.87% to close at 304.9 yuan.
article links：New energy Hi, but vaccine and dairy stocks collapsed
Reprint indicated source：Shine Trader Limited Live information