Business News Agency June 24th In the context of the continuous break of new stocks, the new Kelme material listed on Wednesday surprised the market. Following the 24% rise on the first day of the listing, the stock made persistent efforts on Thursday, a strong daily limit. Its super trend effectively stimulated the market to do more enthusiasm, the recent listing of new stocks have followed up and rose, and eventually make the A shares to long out of the Zhongyang. As of Thursday's close, Jiuding New Materials and Haosheng New Materials were also sealed up. The new materials sector has risen.
Further analysis shows that the new material concept stock can be divided into:
Functional Materials: Several stocks that pulled up on Thursday are functional new material manufacturers. KJS is committed to the development and promotion of new functional enamel materials. Jiuding New Material is a textile fiberglass faucet, and Dusun New Materials is a composite material faucet for household appliances.
Battery and Battery Materials: The power battery market is still on the eve of launch. However, there is no lack of bright spots in the non-powered applications of lithium batteries. The explosive growth of tablet PCs and smart phones is a key factor in ensuring steady growth of the industry. For the entire battery sector, its valuation is still relatively high. However, for individual high-quality battery shares, the initial value of their investment has already appeared. We recommend focusing on Fosuo Technology, Jiangsu Guotai, Shanshangufen, Duodudo and Xinzhouzhou.
Photovoltaic and Photovoltaic Materials: In the first half of the year, the photovoltaic industry experienced the pain of being turned from heat to cold. However, some favorable signs have begun to appear. In the fourth quarter, the industry may usher in a turnaround. We propose to focus on the material links in the photovoltaic industry chain, especially those with high barriers. The proposal focuses on companies such as Stellar Technology, Shindasei Materials, Fangda Carbon, and Nanyang Technology.
Magnetic material: The magnetic material segment continued its return to value after significant speculation last year. The current downstream demand of the industry has not stabilized after falling sharply, and rising raw material prices are also detrimental to the industry's earnings. We are still cautious about the industry and we recommend focusing on Hengdian East Magnetic and Yinhe Magnets.
Further analysis shows that the new material concept stock can be divided into:
Functional Materials: Several stocks that pulled up on Thursday are functional new material manufacturers. KJS is committed to the development and promotion of new functional enamel materials. Jiuding New Material is a textile fiberglass faucet, and Dusun New Materials is a composite material faucet for household appliances.
Battery and Battery Materials: The power battery market is still on the eve of launch. However, there is no lack of bright spots in the non-powered applications of lithium batteries. The explosive growth of tablet PCs and smart phones is a key factor in ensuring steady growth of the industry. For the entire battery sector, its valuation is still relatively high. However, for individual high-quality battery shares, the initial value of their investment has already appeared. We recommend focusing on Fosuo Technology, Jiangsu Guotai, Shanshangufen, Duodudo and Xinzhouzhou.
Photovoltaic and Photovoltaic Materials: In the first half of the year, the photovoltaic industry experienced the pain of being turned from heat to cold. However, some favorable signs have begun to appear. In the fourth quarter, the industry may usher in a turnaround. We propose to focus on the material links in the photovoltaic industry chain, especially those with high barriers. The proposal focuses on companies such as Stellar Technology, Shindasei Materials, Fangda Carbon, and Nanyang Technology.
Magnetic material: The magnetic material segment continued its return to value after significant speculation last year. The current downstream demand of the industry has not stabilized after falling sharply, and rising raw material prices are also detrimental to the industry's earnings. We are still cautious about the industry and we recommend focusing on Hengdian East Magnetic and Yinhe Magnets.
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