A – share three major stock index shock ChiNext fell nearly 1%

Spark Global Limited reports:

Haitong Securities said that from A technical point of view, A-share indexes are in the long line, the Growth Enterprise Index hit A multi-year high, or will drive other indexes to continue to rise, A-share is not expected to have A large systemic risk in the short term, investors can still maintain appropriate optimism at this time.

Tencent Securities on July 22, A-share three major indexes opened slightly higher after falling, as of the noon close, Shanghai Index up 0.33%, Shenzhen Component Index up 0.09%, the Growth Enterprise Board down 0.85%.
Disk, Salt Lake lift lithium, MCU chip, combustible ice, such as the top increase, liquor, baby children, such as the top decline.
Lithium battery plate continue to rush high, Jiangte motor continued to limit, Jiuwu High-Tech, Rongjie shares, Xizang Zhufeng, Xizang Chengtou, Ganfeng Lithium and other Lithium continue to rush high.
Iron and steel plate pulled stronger, Baotou steel shares, Shougang shares trading limit, Yongxing materials, TISCO stainless steel, three steel Min Guang, Bayi iron and steel with the rise.
International oil prices rose more than 4%, oil stocks rose stronger, international industrial trading limit, Jerry’s shares, potential Hengxin, COSL, China Petroleum and other collective strength.
Shares of Zhongtian Technology fell by the 10 per cent daily limit after the company issued a major risk warning that the company and its subsidiary, Nantong Jiangdong Dianke Communications Co., Ltd., which operates a high-end communications business, had abnormal execution of some contracts related to high-end communications business as of June 30. The consolidated prepayment of RMB 2.135 billion is corresponding to the delivery of raw material suppliers that is less than expected, the overdue accounts receivable of RMB 512 million, and the remaining undelivered inventory value of RMB 1.107 billion after deducting the received advance payment. The above items may lead to the risk of loss of the Company.
The traditional Chinese medicine sector fell across the board, with Guangyuyuan falling by the daily limit, and Pien Tze Huang tumbling nearly 8%. Before that, the Jiulongjiang Group, the controlling shareholder of Pien Tze Huang, planned to reduce its shareholding by no more than 1% of the Company’s total share capital through centralized bidding within 3 months after the 15th trading day.
Jiaozuo Wanfang fell by more than 4%, the company was hit by the flood disaster, the production and operation were affected, the temporary emergency production halt, the rescue and relief work is still in progress, the company to resume normal production time is not yet estimated.
Organic silicon plate continued to pull litre, dongyue silicon (20%), three vosges shares harden, gold and silver river, embellish grain materials rose by more than 13%, silicon technology, new materials, have seen hesheng silicon industry collective impact is high, business clubs, according to 21, the mainstream region silicone DMC average price 30633 yuan/ton, is 14, raised 67 yuan/ton, up about 40% since the start of the year.
Big infrastructure plate changed again, China Metallurgical 3 days 2 board, China First Heavy Industry, China Power Construction, Shandong Road and Bridge, China Railway and other collective high.
Institutional point of view
Haitong Securities: A shares do not have A large short-term systemic risk
Haitong Securities said that from A technical point of view, A-share indexes are in the long line, the Growth Enterprise Index hit A multi-year high, or will drive other indexes to continue to rise, A-share is not expected to have A large systemic risk in the short term, investors can still maintain appropriate optimism at this time. In terms of the industry, the performance of stocks related to lithium ore is very eye-catching, and some stocks even hit a record high. However, the sector is already very profitable, and the risk of profit taking is always open, so investors are not advised to chase higher at this time. It is suggested that investors should pay appropriate attention to other areas such as on-board electronics and intelligent driving related to new energy vehicles.
Guotai Junan: lithium prices to meet the second round of rising, to see the former high
Guotai junan securities research report, the price of electrical carbon is generally around 90000 / ton, this week the industrial chain of lithium production enterprises raise industrial lithium carbonate and lithium carbonate battery offer, downstream enterprise from resisting the prices to gradually accept, this is the lithium carbonate silence after 3 months rose for the first time, lithium marks the second round of price increases. We expect that the lithium industry supply and demand tension will be intensified, shortage of lithium industry in the second half of the year, or into hard as lithium downstream enterprise procurement quantity increases, the downstream attitude towards purchasing will be from normal procurement to inventory to the evolution of the steal goods, lithium and tensions between supply and demand and price change is non-linear, we raise the price forecast in the second half of the lithium to record before 180000 / ton.

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