When trading opened on August 9, lithium batteries, chips, photovoltaic and other popular sectors in the early days were collectively pulled back today.

Lithium electric stockThe lithium battery concept index fell 3.66%, Xingyuan material fell 12%, China Science Electric fell more than 11%, Jiangte Motor fell by the limit, Ganfeng Lithium, Tianqi Lithium Industry, Tibet Mining, Tianji shares and other stocks all fell more than 8%, and plate leader Ningde fell 6%.

Photovoltaic unitThe sector index fell 3.2%. Among the stocks, Jingrui Electric fell by more than 11%, CNC fell by the limit, Jiajiawei fell by more than 9%, Haiyou Xincai, Jinchen, Gudwei, Armarton, Trina Solar all fell by more than 6%, and Longji shares, Sunshine Power and Tonway shares fell more than 5%.

New energy is a good track, which has become the consensus of the capital market. With the continuous introduction of favorable policies, the market attention is also increasing, the corresponding stock prices are rising, and the valuations of related enterprises are also increasing. But at the same time, the high valuation of the industry has also deterred many investors, and related companies have already usedDecades later,The valuation benchmark of the Ningde era will even beThe valuation sees 2060.

What is worth paying attention to is that the new energy-related sectors have risen brightly recently.Eyes, boundless scenery.Lithium battery, photovoltaic, energy storage and other investment logic are generally optimistic about the major brokerage analysts, fund managers and so on. I believe that cattle friends also have a lot of their own opinions. Here, the editor summarizes several investment analyses of related industries for your reference.

With the strong attack of new energy, where are the investment opportunities in the photovoltaic industry?

Carbon neutralization policy blessings, how much room for imagination of the energy storage industry?

As the structural shortage persists, how long will lithium resource stocks rise?