As of the close of 16, from the recent high point, Contemporary Amperex Technology Co., Limited dropped by 14%, BYD by 5%, Ganfeng Lithium Industry by 15%, and there were many Yiwei Lithium Energy and Guoxuan Hi-Tech, while Tianqi Lithium Industry and Changan Automobile were slightly better.
I have summarized that there are three main disadvantages:
First, Contemporary Amperex Technology Co., Limited will increase by 58.2 billion yuan. Judging from the trend of these two days, the market does not quite recognize this fixed increase, which is the fuse of plate adjustment.
Second, Contemporary Amperex Technology Co., Limited reduced its holdings of Yongfu shares. Just entering more than a year, the stock price rises and wants to run away, which is different from speculators. Yongfu fell by 35% in three days, and the blessing was over.
Third, Enjie shares have been lifted. In the past two days, 63.8 billion shares of the company have been lifted. From three years ago to now, these funds have earned 16 times. Will it be sold after a brain repair?
Also, there was an accident in the automatic driving of Weilai automobile at the weekend. In addition to pulling down the automobile electronics company, it also sprinkled salt on the wounds of the company in the industrial chain.
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I've talked so much before, which probably scares many people.
Retail investors are like this. When the stock rises, they scratch their heads in a hurry, eager to go straight in with their eyes closed, but dare not; I am looking forward to falling off a guy and giving myself a chance to get on the bus. But when the stock price falls, I feel guilty again. Is something wrong with the company? Do you want to wait, and then enter when you are stable?
I still hold the old view that the prosperity of new energy vehicles and photovoltaics is no problem, and it will be stable for at least three years. Where is the growth rate of the industry? Enterprises are definitely not bad.
But it doesn't mean that the stock price will rise forever.
Therefore, my method is very simple and stupid. I just look for the industry leader or ETF, and when it drops by about 15-20 points, and there is obvious technical support, I will go ahead with my head covered. If the gambling is big, it will be about 30% of the positions, and if the courage is small, it will be 1 into many positions.
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On the weekend, I analyzed the company with my friends online and saw several good ones.
1, Yin Lun shares. New energy vehicle parts company, the overall texture belongs to the upper-middle level. In the interim report, the revenue increased by 34%, and the profit decreased by 14%. The increase in revenue but not profit was mainly due to the increase in raw materials and the underutilization of new production capacity.
I don't think there is any need to worry about the fact that the revenue can be done and the profit is a matter of time. In addition, according to the profit of 400 million next year, the current price-earnings ratio is 23 times, which is not expensive.
2. Zhongjing Food. This is a company that makes mushroom sauce. My mother eats it all the year round. It is said that it tastes very good. I used to like consumer companies best, but this company ignored it and thought it was selling Chinese medicine.
The gross profit margin is 40+, and the net interest rate 17+ is not bad. The profit in the first quarter was 40 million, up by 40%, and the annual increase of 30% was no problem.
It is estimated that next year's profit will be 220 million, and the year after next and the year after next, new production capacity will land, and the performance should be able to be washed. At present, the market value of 6.5 billion, 30 times PE, I think it is a little lower.
In addition, consumer companies have fallen for more than half a year and are now bottoming out. I think we can wait appropriately. If there is an adjustment opportunity of 10, we will consider getting on the bus.
There are several other companies, and I'm looking up the information. When I understand it, I'll share it with you slowly. I have also started to follow the above two, and if I have the opportunity and position, I may start.
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Midline firm offer