This morning, the real estate chain broke out, real estate services, property management, real estate development, architectural decoration and other sectors rose sharply, banking, insurance plate is also strong. Vanke A rose by 6.Onlineroulettewheelforfun.53%, up more than 49% since the rebound at the end of April.

In the past, when the liquor stock market was hot, some people described that there were two sectors in the market, one is liquor, the other is non-liquor. Later, it has been interpreted to new energy, AI and so on. At present, can the real estate chain become the market for some time in the future?OnlineroulettewheelforfunThe absolute main line?

Tianfeng Securities said that under the logic of the reversal of the predicament, it is optimistic that the short-term valuation center of the real estate sector will be repaired upward; Haitong Securities believes that the current overall valuation level of the real estate sector is too low, and the competitiveness of high-quality companies will gradually appear; China Post Securities said, be optimistic about the valuation repair market in the policy window in the next few months, but whether it can be sustained or not ultimately depends on the support of the follow-up fundamentals.

At 9:49 this morning, some netizens said that Reko's defense had risen by the limit at 10:00. Sure enough, the Rico defense went up and down at 10:00.

From the perspective of the market, the satellite navigation plate continued to pull up in the morning trading, reaching the highest point in the morning at about 10:00. Data show that Leike defense has the concept of satellite navigation, Longsheng Technology, Shanghai Shanghai Engineering, Shaanxi Huada and other concept stocks also rose sharply.

As of the morning close, the Shanghai Composite Index was up 0.02%, the Shenzhen Composite Index was down 0.25%, and the gem Index was down 0.15%.

The concept of photovoltaic is stronger

Recently, the new energy track has been active from time to time.

Not long ago, the Ministry of Industry and Information Technology openly solicited opinions on the standard conditions and announcement management measures of the lithium battery industry (draft for soliciting opinions). Industry insiders said that this may lead to the inflection point of supply and demand in the industry, which is conducive to the improvement of capacity utilization and profit repair of head enterprises with technological advantages and high-quality production capacity. Affected by this policy, the lithium industry chain rose collectively at that time.

This morning, the concept of photovoltaic soared, Longji Green Energy, TCL Central, Jingao technology and other leading stocks are up.

On the news side, recently, under the guidance of the Electronic Information Department of the Ministry of Industry and Information Technology, the China Photovoltaic Industry Association held a "Symposium on the High-quality Development of the Photovoltaic Industry", releasing new signals about the development of the industry. The meeting proposed to encourage mergers and restructuring of the industry, smooth the market exit mechanism, and will strengthen the crackdown on vicious competition in sales below cost prices.

At present, how to treat the photovoltaic industry?

"optimistically, the industry will improve in the fourth quarter of this year." In the face of investors' questions about the industrial cycle, Liu Hanyuan, chairman of the board of directors of Tongwei Group, said at the annual shareholders' meeting on May 20.

Oriental Securities said that the photovoltaic industry is expected to gradually come out of the warming trend. The current problem of the industry is the demand risk of new energy access to the power grid under the background of substantial expansion of the industrial chain and power reform. The former leads to price deflation in the industrial chain, while the latter leads to a decline in the price of photovoltaic grid electricity, further suppressing demand. At present, there has been a turn for the better. On the one hand, the head enterprises still adhere to research and development, photovoltaic technology continues to progress, efficiency is further improved, costs are reduced, and the profit space of the industrial chain is broadened; on the other hand, the market with strong financing supervision and no profit-making effect is spontaneously adjusted, industry capital expenditure has dropped sharply, backward production capacity has been gradually cleared, and supply and demand have been optimized. In addition, the further upgrading and expansion of the power grid and the increase of photovoltaic access capacity are being strengthened, the above problems will be solved step by step, and the photovoltaic industry chain still has investment value.

The concept of medical beauty rebounded.

This morning, the concept of medical beauty rose, gargle jade civilians, Yuexin Health, Han Shang Group and other stocks rose sharply.

Caixin Securities said that due to the influence of the high base in the same period last year, the medical and American plate continued to be under pressure, but the high prosperity of racing tracks such as restructuring collagen continued. In the short term, the high growth momentum of reorganized collagen, water light, botulinum and other popular tracks remains unchanged, and the strategic approach of expanding channels and products is still driving performance growth. In the long run, the logic of permeability improvement, light medical beautification rate improvement and localization rate promotion continues to deduce, and the dual development situation of supply and demand continues, so we are optimistic about the performance-to-price ratio of medical and beauty plate configuration.

(article source: China Securities News)