The three major index shock and lower the Shanghai and Shenzhen cities with a turnover of 1100 billion yuan.

Our reporter Zhao Ziqiang on August 3, the three major indexes fell after the shock, and the northbound capital flowed out. Shenwan's industry has risen less. Where is the follow -up investment opportunity of A shares? Today, the three major stock indexes of A -shares rushed up after the opening, and then disadvantaged, and the end of the end fell further. As of the closing, the Shanghai Stock Exchange Index fell 0.71%to 3163.67 points, the Shenzhen Stock Exchange Index fell 1.14%to 11982.26 points, the GEM index fell 1.86%to 2628.82 points; 100 million yuan, northbound capital net purchase-1049 billion yuan. Generally speaking, individual stocks rose more, and 4,844 stocks rose 1726. In terms of daily limit, 49 stocks have daily limit. Among them, there are 7 daily limit stocks, and the stock price has risen more than 4 trading days. In terms of daily limit, 30 stocks have fallen. From the perspective of the industry, the number of stocks in the three industries such as automobiles, computers and national defense military industry ranks first, all of which are all 6. Table: 4 consecutive days of rising and the closing daily limit shares today. Table: Zhao Ziqiang's perspective of the Shenwan -level industry, 5 categories of 31 industries rose, accounting for 16.13%. Among them, the national defense army industry increased, 3.96% The increase in computers, electronics, communications, and pharmaceutical biological industries is less than 1%; the biggest decline is power equipment, with a decline of 2.90%. Regarding the recent performance of the A -share market, He Jinlong, general manager of Glimon Investment, said that due to negative emotions yesterday, the market was fully lowered in the short term, and today's market performance was rising. Recently, the guidance of public opinion news on market style switching is particularly prominent. After the hidden concerns affected by the news, the market has continued to rise, and the sector differentiation is still serious, indicating that most of the funds are still cautious and different. Hu Po, Manager of Rongzhi Investment Fund, said that according to historical observations, each time the market fluctuations caused by incidents often provide a good opportunity for the market to make a good bottom, because it is difficult for the incident to affect the entire stock market at one time. The logic of running is more just an interference factor in emotions. At the same time, the probability of great adjustment is relatively limited when the overall market liquidity is abundant. Therefore, once the market is adjusted during this period, it may be a good time to increase positions. Regarding the future trend of A shares, Hao Xinming, manager of Fangxin Fortune Investment Fund, said that the change of the news surface is only a catalyst that has been adjusted. The index fell below the moving average trend to weaken. Zhang Hui, the chief investment officer of Huisheng Investment, believes that the market is expected to maintain a weak volatile situation for a period of time. The prosperity section that has risen rapidly in the early stage will also need to verify and adjust the semi -annual report. On August 3, Riying Electronics rose 10.02%to 27.24 yuan. Since July 28, the stock has risen for 5 consecutive trading days as of August 3, with a cumulative increase of 53.64%. During the period, there were 4 trading days. As the news, Riying Electronics announced on August 3 that the stock trading risk was prompted that it was expected to be deducted from the parent company owner in the semi -annual 2022 net profit and the net profit of non -recurring profit and loss by 76.57%to 95.31%year -on -year. Investors are requested to pay attention to investment risks. The company's price -earnings ratio is higher than the industry average. As of August 2, 2022, the company's static price -earnings ratio was 202.7 times and the rolling price -earnings ratio was 258.9 times; Double, the company's current valuation is high. Public information shows that the company's current main business is car washing systems, automotive electronics, precision injection molding and car wiring. Among them, precision injection molding sales accounted for relatively high. The car beam is mainly based on the entire motorcycle car beam. Car electronics are mainly PM2.5 sensors, temperature sensors, and sunroof controllers. On August 3, the national defense military industry rose, and China ’s defense military workers rose strongly in the one -level industry, an increase of 3.96%. 91 stocks in the industry's 98 transactions rose, of which 31 stocks increased by more than 5%. Regarding the investment opportunities of national defense military industry, Xingye Securities stated that the current valuation of the first -tier target of the military industry sector is in a reasonable valuation range. Looking forward to 2022H2, the performance of high -quality target performance is high. If the overall market environment stabilizes, or if there is conditions to get a further premium; look at the cubes of a group of high -quality target net profit composite in the next three years, the compound growth center of the net profit of the mother is about 30%. The price-earnings ratio is still in the 25-35X range, and there is still significant upward space in the one-year dimension. On the other hand, looking forward to 2022H2, the difficulty of investment in the military sector has increased compared to 2020H2 and 2021: After nearly two years of interpretation, the industry needs awareness tends to be sufficient, and excess returns depend on more fine fundamentals and performance analysis and performance. Research. In terms of targets, Xingye Securities is recommended to pay attention to: Ziguang Guowei, Fushun Special Steel, Hangya Technology, Elida, Zhenhua Technology, Parker New Materials, New Lei Neng, China Aviation Optoelectronics, Western Super Guide Fei, AVIC Shen Fei, Hangyan Movement, Hangfa Control, etc. In terms of military materials, AVIC Securities recommends attention: Guangwei Fuwu Materials, Simplified Technology, Zhongfu Eagle (Carbon Fiber Composite Materials); Fushun Special Steel, Gangyan Gao Na (High -temperature alloy); Alloy); Beimo Hi -Tech (carbon reinforcement material).

Picture | Site Cool Hero Bao Map.com | Zhang Xin Nucle

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