From a basic point of view,
Contemporary Ampere Technology Co., Ltd. ranks first in the global new energy vehicle battery industry for four consecutive years and is a global leader. As a factory in the world, China has no star brand in the automobile industry, although the automobile production and sales market is the first. The key difference between new energy vehicles and fuel vehicles lies in batteries. It can be said that the battery of new energy vehicles is the core part, and new energy vehicles undoubtedly give China a historical opportunity to overtake in a corner that is not only a big country, but also a powerful country.
Contemporary Ampere Technology Co., Ltd.' s operating income in 20 16 years14.8 billion, 50.3 billion in 2020 and 44 billion in 20021the first half of the year; The net profit was 2.8 billion in 20 16, 5.5 billion in 2020 and 4.4 billion in the first half of 20021year; Judging from the above data, the compound annual growth rate of this stock is very high. At the same time, new energy is a very rare global knowledge. In 2025, the planning of new energy vehicles will account for 20%, and in 2030, there will even be a national policy plan to ban fuel vehicles. This fully shows that the future development prospects of new energy vehicles are undoubtedly certain and the market is huge. This is also the basis for the direct or indirect layout of this industry by world giants such as Apple and Huawei.
? From a technical point of view
Contemporary Ampere Technology Co., Ltd. grew by 45% in 20 18 and 20 19, and by 23 1% in 2020, and by 46% this year. Let's take a look at the washing range of the stock from 20 18 to 2020. Dishwashing fell by 35% (closing price) in 20 18, 28% in March-June in 20 19, and 37% in February-March in 2020. In February-March this year, the stock's dishwashing fell by 30%. At present, the stock's dishwashing decline is 16%. From a technical point of view, the speed of dish washing was relatively high in the first half of this year, but this year's dish washing was relatively large, and last year's increase was relatively large. It is reasonable to continue washing dishes or end washing dishes at present. However, the overall turnover rate of the stock from July to now is only 32%, and the main force does not have complete shipping conditions, that is, there is little chance of hitting a new high in the market outlook.
? From the point of view of funds.
At present, the most popular industries and themes in the A-share market are listed companies related to new energy. The liquor industry, which was bullish before, is currently experiencing a decline in trading volume, and it is difficult to become a hot spot of market funds again. For example, the highest price of Kweichow Moutai is now 2608 yuan to 1672 yuan, and the stock price is history. After all, liquor is not just needed, and the technology is not high. We all know that "Academician Maotai" has no precedent. Moreover, from 2009 to 20021,the bull market of Kweichow Moutai in the past 1 1 year is now technically and fundamentally reasonable.
To sum up, the current position of washing dishes in contemporary Amperex Technology Co., Ltd. is very certain, and what is uncertain is the time or degree of washing dishes.
My humble opinion is for your reference. Comments, opinions, criticisms, corrections and exchanges are welcome.
In particular, the analysis (above stocks) is only used to study the stock market, and does not constitute the basis for trading operation, and the trading risk is at your own risk!