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What happened to Tesla again? 7.2 billion funds were withdrawn in an emergency, leading stocks plunged!A big deal caught it, and the shareholders averaged over 160,000 in 5 days.
Original Liang Qiangang
More than 7.2 billion funds withdrew from Tesla concept, electrolyte leaderXinzhoubangFell sharply.
Tesla Concept’s number one hot spot rose nearly 60% in 5 days
Because of a large order signed with Tesla,Yahua GroupThe stock price skyrocketed.
On the evening of December 29, 2020, Yahua Group announced that its wholly-owned subsidiary Ya’an Lithium had signed a battery-grade lithium hydroxide supply contract with Tesla Inc. (“Tesla”), which agreed to In 2025, Tesla will purchase battery-grade lithium hydroxide products worth a total of US$630 million to US$880 million from Ya’an Lithium.
After the news was announced, Yahua Group received 4 consecutive daily limits. It closed up 8.96% in late trading today. The single-day turnover reached 8.42 billion yuan, the highest in history. It can be called the number one popular Tesla concept in recent days. In the past 5 days, the stock has gained 59.59% cumulatively. The value of the A stock market is approaching 30 billion yuan, and the market value increased to 11 billion yuan during the period. According to the calculation of the latest number of shareholders of 66,000, in just 5 trading days, the average profit of the shareholders of this share reached 167,000. In response to abnormal stock price fluctuations, the company responded that the current operating conditions are normal and there has been no major change in the daily operating environment.
After-hours data showed that Yahua Group bought 641 million yuan in net funds from the Dragon and Tiger List, but there were differences between hot money and Shenzhen Stock Connect and institutions.The Shenzhen Stock Connect seat bought a net 261 million yuan, an institution’s seat sold a net 146 million yuan, and hot money such asIndustrial SecuritiesThe Shaanxi branch and the business department of Hangzhou West Lake International Trade Center of Caixin Securities purchased more than 150 million yuan.Shen Wan HongyuanThe sales department of Securities Chengdu South Railway Station East Road sold a net 131 million yuan.
Tesla responds to flushing into the toilet incident
Today, Tesla’s concept stocks also showed great differences. 157 concept stocks fell, accounting for 84% of the total.Kelai Electromechanical, Xinzhoubang,Shanshan shares、Wantong Intelligent Control、Haida sharesAfter falling more than 6%, the electrolyte leader Xinzhoubang fell sharply after hitting a record high in intraday trading today. It fell more than 13% in intraday trading and closed 9.01% in late trading. The latest market value fell to 40.65 billion yuan.
The overall net outflow of the main capital of concept stocks reached 7.2 billion yuan,BYD、Ningde era, Yahua Group,JA Technology, Xinzhoubang,Ganfeng Lithium、Dongshan PrecisionWait for the net outflow to be more than 200 million yuan. BYD’s net outflow of 1.661 billion yuan ranked first, and it was also the largest net outflow of all stocks in the two cities. The stock closed down 1.64% in late trading.
During the New Year’s Day, the news of Tesla’s price cut aroused heated discussions among investors. According to Tesla’s official website in China, the Model Y long-life version starts at 339,900 yuan, compared with 488,000 yuan, which is a reduction of 148,100 yuan. This version will be delivered in January.
The drop of more than 100,000 yuan allowed Model Y to directly hit the price range of some of the main models of domestic new forces, which also brought greater competitive pressure to domestic new energy car companies. According to a report from CCTV Finance, in a Tesla store in Shanghai, the first day Model Y went on the market, the order call was blown up.
Only a few days after the price cut news, the news of “Tesla out of control rushed into the toilet in the mall” once again made Tesla the focus of attention. @ Tesla’s customer support reposted on Weibo in the early morning of January 6th (Golden Kirin analyst) that after analyzing the data and the scene, the driver suddenly turned sharply while the vehicle was driving and stepped on the brake pedal. Due to the accumulation of water on the road in the incident, the vehicle turned too fast and the road surface was slippery when the vehicle turned sharply and eventually caused the accident.
Tesla said that after the driver stepped on the brake pedal, the vehicle speed decreased and the ABS function started to work normally. “There was no abnormality during the vehicle driving process until the accident.” Tesla said it is cooperating with the driver to repair the vehicle.
Leading building materials won the main funds to rush to raise
The downturn in the Tesla concept did not affect the A-share market. On January 6, the major stock indexes of the two cities rose again, and the three major stock indexes fluctuated within a narrow range in the afternoon, and the whole line rose to red in late trading. The Shanghai Composite Index,CSI 300 IndexThe ChiNext index all closed five consecutive positives, the turnover of the two cities exceeded one trillion yuan for three consecutive days, and a small net inflow of northbound funds. In terms of individual stocks, 1074 stocks rose, of which 61 had a daily limit, 2980 stocks fell, of which 36 had a lower limit.
The construction materials, banking, military, and pharmaceutical sectors performed strongly.The building materials index rose 2.65% in the first place, cement stocksTianshan sharesDaily limit.Industry leaderConch CementThe stock rose by 7.86%. The stock was in a narrow range a few days ago, with a retracement of more than 20% from the historical high.Building Materials StocksOriental Yuhong、Qilian Mountains、Bunny、Shangfeng Cement(Rights protection),WanlishiWait for an increase of over 5%. From the perspective of after-market capital flows, the cement sector received a total of 1.374 billion yuan in net purchases of main funds today, of which Conch Cement and Tianshan’s net inflows were 963 million yuan and 222 million yuan respectively.
On the eve of New Year’s Day, the Ministry of Industry and Information Technology and the Ministry of Ecology and Environment jointly issued the “Notice on Further Normalizing Staggered Cement Production”, proposing to promote the normalization of the country’s cement staggered production area and time, and reasonably shorten the operation time of cement clinker plants. Effectively reduce excess capacity, avoid the superposition of cement clinker production emissions and heating pollution emissions, and reduce air pollution during the heating period.
CITIC SecuritiesSaid that the off-peak cement production policy has played a certain role in supporting cement prices in the low season.CICCIt is believed that, looking forward to 2021, key engineering projects under counter-cyclical adjustment are expected to enter the peak of cement demand (Golden Unicorn analyst) next year, driving cement demand to remain strong.
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