A Village opened lower yesterday and fluctuated, with nearly 3,000 stocks adjusting, and a total transaction amount of 1.6905 trillion yuan, a decrease of 202.4 billion yuan compared to the previous day, with a net outflow of 66.695 billion yuan from the market.
The market’s fluctuations this month are due to two main reasons: first, there was a need for adjustment after the previous rise; second, the external situation is unclear, leading to cautious capital. Additionally, we are currently in a period of intensive quarterly performance releases, which also creates a need for capital to avoid pitfalls.
Today, the content of the domestic 15th Five-Year Plan will be implemented, and the results of the new round of Sino-US trade negotiations will also be released.
The uncertainties in the market will gradually dissipate, so the period from late October to early November is worth paying attention to.
At the same time,from a technical indicator perspective, the downward adjustment space in the market is limited, and the duration will not be long; we just need to maintain patience, as it is impossible and irrational to expect the market to rise continuously.
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In terms of sector performance, the oil and gas extraction and service, and engineering machinery sectors performed well yesterday.
Oil and Gas Extraction and Service Sector is rising, continuing the deep-earth economic logic, which was briefly mentioned yesterday morning, so I won’t elaborate further.
From a short-term trend perspective, if the petrochemical oil service sector can maintain its strength, then the following stocks like Zhongman Petroleum also have the opportunity to continue rising.
Engineering Machinery Sector is rising for multiple reasons, such as the import and export trade volume of engineering machinery in China in September was 5.505 billion USD, a year-on-year increase of 29.1%; and under the expectation of increased policy support, domestic infrastructure investment is expected to rebound from the bottom.
Additionally, I personally feel there is a hint of the logic of small Russian reconstruction, as there is now a possibility of a ceasefire between Russia and Ukraine.
From a short-term trend perspective, if the construction machinery sector can maintain its strength, then the following stocks like Zhongji United also have the opportunity to continue rising.
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Today, let’s briefly discussWeilan Lithium Core.
Weilan Lithium Core’s main business includes lithium batteries, LED chips, and metal logistics distribution.
The company has top-level automated production lines for cylindrical lithium batteries both domestically and internationally, with concepts including solid-state batteries, robotics, energy storage, and chips.
In terms of performance, in the first half of the year, the company achieved revenue of 3.727 billion yuan, a year-on-year increase of 21.59%; net profit of 333 million yuan, a year-on-year increase of 99.09%; and non-net profit of 356 million yuan, a year-on-year increase of 186.51%.
In the lithium battery business, in the first half of this year, the company shipped approximately 310 million lithium batteries, and with the capacity of the Malaysian factory continuously ramping up, the total shipment for the year is expected to exceed 700 million units.
At the same time, in the first half of the year, the profit per unit was about 0.5 yuan, and with the increase in utilization rate in the second half of the year, the profit per unit is expected to further increase.
In the robotics business, to address the core pain points of the robotics industry, the company collaborated with Molicel to launch a new high-capacity cylindrical cell 21700-M65A, which was officially released in June this year.
Additionally, the company stated on the interactive platform that it supplies lithium battery products for Yushu Technology’s robotic dog and humanoid robot products, maintaining stable cooperation with Yushu Technology.
In the solid-state battery business, the company was the first to release a new semi-solid cylindrical 21700-60HES product with higher safety, longer lifespan, and broader temperature adaptability, breaking the 350Wh/kg barrier.
The company expects to achieve mass production of sulfide composite electrolyte products by 2027, targeting 500Wh/kg.
In terms of downstream application expansion, in addition to traditional markets such as power tools, cleaning appliances, and smart mobility, the emergence of new application scenarios such as data center backup power, eVTOL, and AI robots has opened up new growth opportunities for the company..
Overall, the company maintained rapid growth in the first half of the year, and with capacity ramp-up, new product breakthroughs, and the emergence of new application scenarios, the company still has significant growth potential in the future, making its performance very worthy of attention.
From a trend perspective, the company is currently in an adjustment phase, and there are already signs of a stop in the decline.
If you only want to focus on short-term trends, you need to pay attention to the support of the 60-day moving average below, which should not be broken; if it breaks, you need to wait for new stabilization signals to appear. Logically, the more it declines in the short term, the greater the value of the layout.
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PS: The above content is only my personal review insights, please refer to it cautiously! If you find the content useful, feel free to give it a star, or like and recommend it to encourage.