Shanghai and Shenzhen last week to shock down, but decline has slowed from the previous month. Transactions from the market perspective, Shanghai Stock Exchange this week, closing 380.1 billion yuan, 340.4 billion yuan in Shenzhen turnover, a substantial decline from last week. While last Friday rebound, but can not significantly enlarge the amount, so this week’s continued shrinkage adjustment is normal. Rebound is limited, some small lock-plate opportunity it slow, but outside the capital continue to wait to see air atmosphere. Although the shrinkage, Pavilion dv6000 , Pavilion dv8000 but the market day is still more than 100 billion did not reach a very weak state, it can be seen from the volume is still hard to determine whether the market is bottoming out. However, on ABC’s 9 will be more of my analysis and pre-judgment, the main stabilizing factor in the recent market is ABC’s policy stability maintenance, so, short of the 2,500-point support, I am very optimistic, and stocks The opportunity is far greater than the broader market, which is something I always insist, then, after spending time at the weekend, we found a lot of factors affecting the issue this week, for example, welcomed the funding ban super peak, the dollar rapidly rebound, the stock market crash around, on the 11th of macroeconomic data is released, so many things, therefore, we speak of things this week, the policy face more important than the technical side, so how we see the recent changes in the market becomes very subtle, and I am willing to tell Members that the recent changes in my mind this week and the market to judge.
Now the market is not big rebound and decreased space
Recent news from the reaction of the market, the market reaction to bad news tends to moderate the intensity gradually, while the good news is becoming more and more intense reaction. Agricultural Bank of China, and taking into account the factors listed bank refinancing, regulators recently approved a new multi-support funds or market funds to ease the pressure. Including financial, real estate section has limited downside, and all kinds of subjects are expected to re-active, and thus promote the restoration of market confidence. In addition, the external market quickly adjusted by the wave of the past two weeks showed a rebound situation stabilized oscillation. The economic data next week will be announced in May, CPI, or inflation will exceed 3% of the red line, Pavilion DV1000 , Pavilion dv2000 and as food prices continue to rise, China or the new round of inflation in this cycle, inflation is expected to increase to significantly push up asset prices . In the current stock of assets relative to physical assets such as real estate values there are some advantages and greater upside case, the stock market is expected to be supported. These factors show that the market has little downside.
However, interest rate expectations are always hanging sword, while Europe and other countries sovereign debt crisis could continue to deteriorate. Premier Wen Jiabao said second bottom to guard against the economy, control inflation and prevent the policy game between the bottom of the market environment, the decision will not be sunny, but it’s not rainy. In addition, as banks tighten credit, while interest rates did not show asymmetry, tightening regulation of real estate, real estate growth plate performance is difficult to determine, these factors led to the second quarter, the overall performance of listed companies will increase there is a big uncertainty. Therefore, these uncertainties determine if the market rebound, not up too much space.
Battery Unit this week – is expected to accelerate again rose
After a series of subsidies, the price of new energy vehicles will be gradually accepted by consumers. Also helping consumers to accept that the future use of low-cost, because the use of existing petrol vehicles cost about 0.5 yuan / km (for 100 km on average less than 9 liters of petrol prices), and general use of electric vehicles costs only 0.1 yuan / km (16 to 100 km power calculation), much lower than petrol.
In addition to our focus on the five pilot cities in subsidies than private cars, buses, taxis and other public services to commercial subsidies method is still in accordance with the 2009 measures implemented last year to 1000 the city has evolved into a 20 City 1000 – in 2009 to more than 5,000 vehicles in 2010 is expected to quickly reach 2-3 million. We also analyzed that this demand will be the driving force behind the battery.
New energy battery status of a concept is still being quietly changed, but the pace of change may be faster than expected. We conducted a time in this division – 2009 is a “concept” stage, in 2010 a “bud” stage, but by 2011, will be the motive power of “development” stage, more and more people will gradually differentiate Traditional lithium batteries and lithium batteries 372772-001 , 398876-001 , 417066-001 . It is understood that the outstanding areas of the domestic lithium battery power most of the enterprises have not yet listed in the A-share market, such as production of the battery power of God, BYD, Dongguan new energy production in the North first cathode material, Hunan Rui Xiang, Tianjin thinking Maitland.
A share listed companies recommended logic is: with battery-related, technology management is better, the new energy intensity of vehicles greater policy support, its long-term development path has a clear market need to gradually cultivate, but the progress may be-than-expected, batteries benefit more large, long-term development of lithium batteries is the general trend.