[September 16, 2022]On September 15,A sharesMarket of ChinaPhotovoltaic,electric carOther popular tracks have suffered heavy losses. Among them, the photovoltaic index closed down 6.52%, the largest single-day decline during the year. As of the close of the day, the annual increase in the PV index has turned negative (-3.85%).
As of the close on September 15, 79PhotovoltaicAmong the stocks, only two recorded gains, and more than ten stocks including Mingguan New Materials, Gaoce, Dier Laser, and Jinlang Technology fell by more than 10%.
After this slump, the total market value of the photovoltaic sector has evaporated by about 350 billion yuan (RMB, the same below) from a month ago.
Since August 17, the photovoltaic index has entered an adjustment channel after peaking, and has now given back all the gains since July.
“First Financial” reported that since the end of April,A sharesThe new energy sector in the market stands out and is the “preference” of equity-oriented public funds. However, with the disclosure of the results of the interim report, after the performance was realized, the new energy track that accumulated a large number of profitable shares entered the adjustment stage, and the cumulative retracement of many stocks has exceeded 30%.
In addition to photovoltaics, the new energy vehicle sector is also terrible. September 15th,Ningde eraIt closed down 4.59% and closed at 414.35 yuan per share, hitting a new closing low since June 1. In the last 16 trading days, CATL has fallen by 25.6%.
As of September 15, the new energy vehicle index has fallen by 14.68% during the year. Xin Guobin, deputy minister of the Ministry of Industry and Information Technology of the Communist Party of China, said that there are indeed cases of blind investment and repeated construction in some provinces, cities and localities.
According to an investor in the primary market, repeated construction and blind investment mainly exist in batteries and raw materials due to the high popularity of making money.
The price of raw materials has risen and upstream profits have been swallowed up, but it is difficult for OEMs to pass on all the costs after the price increase to consumers.
Responsible editor: Li Bing#