1. Gelonghui July 22 Livent (LTHM.US) rose nearly 7%, Lithium Americas (LAC.US) rose more than 6%, American Albemarle Company (ALB.US), Chilean Mining and Chemical Industry (SQM. States -United States) both increased by more than 2%. Bank of America said the global supply of electric vehicle batteries could be disrupted as early as 2025.
2. Amid strength in the lithium battery sector, Albemarle Company (ALB.US) closed 6.83% higher to hit a new high, while leading the S&P 500 Index. Additionally, following the rise of the Lithium Battery ETF (LIT.US) last Friday, the ETF closed up 4.3% on Monday to hit a new high. Other lithium battery sectors also performed well: Lithium Americas Corp. (LAC.US) closed. up 10.8%, Livent Corp. (LTHM.US) closed up 6.05%, and Chilean Miners and Chemicals (SQM.US)) closed up 5.5%.
3. The long-term prospects of American Albemarle are very good, but the current valuation shows that the prosperity of the lithium industry has been reflected in its stock price. Macquarie analysts recently raised their long-term forecasts for lithium carbonate and hydroxide by 13% and for spodumene by 30%, saying the lithium market is heading towards a "permanent shortage" as the supply cannot meet high demand.
The concept of American stocks
1. American stocks, that is, the American stock market. Business hours are Monday through Friday, 9:30 a.m. to 4:00 p.m. Eastern Time in the United States, national time is 9:30 p.m. to 4:00 p.m. in China during US Daylight Saving Time and from 10:30 p.m. to 5:00 p.m. non-daylight saving time. Currently, many domestic investors participate in US stock trading.
2. The Dow Jones index,The Dow Jones Stock Price Average is the most influential and widely used stock market index in the world. It is compiled on the basis of certain representative shares of companies listed on the New York Stock Exchange and is composed of four average stock price indices.
3. Nasdaq (Nasdaq) is the National Association of Securities Dealers. The abbreviation for Automated Quotations of the National Association of Securities Dealers, Nasdaq. Nasdaq was founded in 1971. It is a self-regulated and globally oriented stock market that fully embraces e-commerce and provides a competitive stage for emerging industries. Nasdaq is the largest electronic stock market in the United States and the world.
4. The S&P500 stock index is selected by the American company McGraw Hill Company from 500 stocks of the New York Stock Exchange, the American Stock Exchange and OTC stocks, including 400 industrial stocks, 40 utilitiess, 40. financial stocks and 20 transportation stocks, weighted by stocks, the index is based on the average stock price during the period 1941 to 1943.10, and was promoted by S&P Company in 1957. Since the S&P index represents almost 80% of the total value of stocks listed on the New York Stock Exchange and that factors such as market value, liquidity and sector representativeness are taken into account in the selection of securities, l The index is extremely popular among institutional investors and since its launch, fund managers have become an important benchmark for assessing operational performance.
What are the sectors of the stock market? What actions are included in each sector?
There is no absolute answer as to which sector to choose for stocks. The rise and fall of stock prices is fundamentally determined by the relationship between supply and demand. When supply is greater than demand, the stock price falls. Of course, when the stock price falls, it can cause a chain reaction, causing the stock price to fall in value. demand will increase and supply will decrease at the same time. Finally, a balance between supply and demand will be reached and the stock price will be temporarily stable.
: Sections are generally divided into three categories: industrial sections, regional sections and conceptual sections. Each category is divided into several sections:
1. Concept section: lithium batteries, military aerospace, new energies, low carbon economy, rare resources, circular economy Internet of Things, smart grid, railway infrastructure, gold concept, 3G concept, etc.
2. Industrial sectors:
Financial industry, jewelry industry, steel industry, furniture industry, industryoil industry, highways and bridges, automobile industry, transportation, medical equipment, hotel and tourism, real estate industry, large commercial stores, foreign trade of materials, food industry
Textile industry, electric power industry, agriculture , forestry, animal husbandry and fishing, media and entertainment, chemical industry, coal industry, construction and building materials cement industry, household appliance industry, electronic information, comprehensive industry, machinery industry, chemical fiber industry, fertilizer and pesticides
Electrical appliances industry, motorcycles, development zones, bicycles, shipbuilding, biopharmaceuticals, electronic devices, non-ferrous metals, brewing industry, pen manufacturing industry, textile machinery, printing and packaging , plastic products, glass industry, aircraft manufacturing, photosensitive materials, instrumentationwe.
3. Regional Plates: Heilongjiang Province, Xinjiang Plate, Jilin Plate, Gansu Plate, Liaoning Plate, Qinghai Plate, Qinghai Plate, Beijing Plate, Shaanxi Plate, Tianjin Plate, Guangxi Plate, Hebei Plate , Guangdong plate, Henan plate, Ningxia plate, Shandong plate, Shanghai plate and Shanxi plate.
Shenzhen plate, Hubei plate, Fujian plate, Hunan plate, Jiangxi plate, Sichuan plate, Anhui plate, Chongqing plate, Jiangsu plate, Yunnan plate, Zhejiang plate, Guizhou plate, Hainan plate, Tibet plate, interior Mongolian plate.
In addition, there are index sections and sections ordered by registration time.
Which stocks belong to new energy
Hello, hello, sectors are generally divided into three categories: industrial sectors, regional sectors and conceptual sectors
Each of the main categories is divided into several sections:
1. Concept Section: lithium battery, military and aerospace industry.New energy, low carbon economy, scarce resources, circular economy, Internet of Things, smart grid, railway infrastructure, golden concept, 3G concept, equity incentives, positions funds, asset injection, spin-off and listing, rare earth permanent magnets, polysilicon.
2. Industry sectors:
Financial industry, jewelry industry, steel industry, furniture industry, petroleum industry, highways and bridges, automobile industry, transportation, medical equipment, hospitality, tourism, real estate industry, commercial department stores , materials, foreign trade, food industry
Textile industry, energy industry, agriculture, forestry, livestock breeding, fishing, media, entertainment, chemical industry, coal industryre, construction and building materials, cement industry, household appliances industry, electronic information industry, machinery industry, chemical fiber industry, fertilizers and pesticides
Electric industry, motorcycle development zone , bicycles, shipbuilding, biology Pharmaceutical electronic devices, non-ferrous metals, brewing industry, paper industry, environmental protection industry, ceramics industry, clothing, shoes, water supply, gas supply, equipment power generation
Pen manufacturing industry, textile machinery, printing and packaging, plastic products, glass industry, aircraft manufacturing, photosensitive materials, instruments and meters.
3. Regional Plates: Heilongjiang Province, Xinjiang Plate, Jilin Plate, Gansu Plate
Liaoning Plate, Qinghai Plate, Qingha Platei, Beijing plate, Shaanxi plate, Tianjin plate, Guangxi plate, Hebei Plate, Guangdong Plate, Henan Plate, Ningxia Plate, Shandong Plate Shanghai Plate Shanxi Plate
Shenzhen Plate Hubei Plate Fujian Plate Hunan Plate Jiangxi Plate Sichuan Plate Anhui Plate Chongqing Plate Jiangsu Plate Yunnan Plate Zhejiang Plate Guizhou Plate Hainan Plate Tibet Plate
Inner Mongolia Plate.
In addition, there are index sections and sections ordered by registration time.
The index sectors include: sector 50, sector 100, sector 180, CSI sector 300, etc.
Classification at the time of listing: sub-new stock market sector, etc. ; investor classification: large social security assets sector, foreign capital establishment sector, etc. ; index classification: CSI sector 300, SSE sector 50; , etc. ; classifiedhot economic cation: Internet financial sector, Internet of Things sector, etc. Classification by performance: Blue chip sector, ST sector and infinite categories of conceptual sectors
Top 50 new energy leaders: CATL (stock code 300750), BYD (002594), LONGi (601012) , Tongwei Shares (600438), Yiwei Lithium Energy (300014), Enjie shares (002812), Ganfeng Lithium Industry (002460), Zhonghuan shares (002129), Chint Electric (601877), Flat (601865), Fu STER (603806), JA Solar Technology (002459), Putelai (603659), Pioneer Intelligence (300450), Goldwind Technology (002202), Sunwoda (300207), Sungrow (300274), Huayou Cobalt (603799), Jingsheng Electromechanics (300316), Sinoma Technology (002080) , Jiejia Wistron (300724), Trina Solar (688599), Tianci Materials (002709), Funeng Technology (688567), Guoxuan Hi-Tech (002074), Aixu Co., Ltd. 600732), Mingyang Intelligent (601615), Xinzhoubang (300037), Hangke Technology (688006), Sun and Moon Co., Ltd. (603218), Dangsheng Technology (300073), Hengdian Dongmei (002056), Shanghai Machinery CNC (603185), Maiwei Co., Ltd. (300751), Hanrui Cobalt Industry (300618), Yinghe Technology (300457), Fara Electronics (600563), Shanshan Co., Ltd. ) 300763), Risheng Oriental (300118), Kedali (002850), Tianshun Wind Energy (002531), Goodwe (688390), Yahua Group (002497), Xingyuan Materials (300568), Jolywood (300393), Penghui Energy (300438) , Defang Nano (300769), Zhongke Electric (300035)
Since September, new sector indices related to the energy industry have recorded good performance. Among them, the roof photovoltaic index increased by more than 21%, the electric battery index increased by nearly 16%, the wind energy index increased by nearly 14%, and the new index energy, photovoltaic index, charging pile index and other related concepts. the indices all rose by more than 10%.
The dryRelated players in the new energy industry, led by the new energy automobile industry chain, photovoltaic industry chain and wind power, have recently enjoyed more favorable policies, and their stock prices have risen. are relatively well behaved. Unlike the pure hype of the concepts before, these three concepts have entered the performance realization period, and there is still considerable room for growth in the future.
In terms of policies, tangible benefits are also put forward. On October 9, the executive meeting of the State Council adopted the "New Energy Vehicle Industry Development Plan" aimed at cultivating and expanding new growth points for green development. On October 14, the 2020 Beijing International Wind Energy Conference issued the "Beijing Declaration on Wind Energy", advocating that the capacity anThe average installed wind power during the “14th Five-Year Plan” period will be greater than 50 GW.
According to data from Securities Times · Databao, the top 50 new energy stocks were selected from the three major new energy industries, including the new energy automobile industry chain, the new energy industry chain, photovoltaic industry and wind energy. Since the new energy sector is characterized by high technology and high investment, the selected stocks must meet the condition that R&D investment accounts for more than 1% (the median R&D investment in the whole market is at the same time greater than 0.6%); , factors such as industry status, market value and proportion of new energy production value of listed companies have also been comprehensively eliminated. Stocks whose ratio hasactive-passive is greater than 80% were eliminated, then a thorough examination was carried out to obtain the list of. the top 50 main new energy stocks.