The three major indexes of the A -share in the morning are collectively red!The TOPCON battery sector is strong, why?

Our reporter Chu Lijun on Tuesday (August 9), the three major A -share indexes were lowered. As of the closing of the morning, the three major indexes have become popular, and the Shanghai Stock Exchange Index rose 0.31%to 3246.95 points; the Shenzhen Stock Exchange Index rose 0.19%, the GEM index rose 0.73%; the total turnover of the Shanghai and Shenzhen cities was 597.1 billion yuan. From the perspective of funds, on the morning of August 9, the net sales amount of the northbound capital reached 1.494 billion yuan. In addition, as of August 8, the balance of the two city and Shenzhen cities was 1624.564 billion yuan, an increase of 4.740 billion yuan from the previous trading day. Among them, the financing balance was 1,518.632 billion yuan, an increase of 4.041 billion yuan from the previous trading day; the balance of securities lending was 105.932 billion yuan, an increase of 700 billion yuan from the previous trading day. Table: On August 8th, the two -level industry two -level industry integration transaction situation: Table out: Chu Lijun generally stated that the Shanghai Index has gone out of Sanlian Yang, and the market has a good effect. Dongguan Securities said that from a technical point of view, the Shanghai Index has gone out of Sanlian Yang, the market has better money -making effects, and the technical surface continues to repair. From the perspective of the market outlook, the current economy is in the recovery trend. Recently, macro policies have also targeted the expansion of effective investment densely, which will help continue to recover from market confidence. It is expected that the index will continue to shock and stabilize. It is recommended to pay attention to finance, electricity equipment, pharmaceuticals, TMT, food and beverages and other industries. In its research report, Oriental Securities pointed out that after the A-shares experienced the rise of May to June, and after the adjustment of July, the A-shares may present the shock trend of "bottom with bottom and top", focusing on subdivisions, digging Solid stock opportunities are the best strategy to deal with the market in August. Segment the industry suggests to continue to pay attention to semiconductor equipment and materials, EDA software, new military materials, photovoltaic, UHV, etc. The Internet Securities believes that the A -share market may maintain a sideways as a whole. Proper light index heavy stocks, select hotspot stocks, and participate in structural opportunities. In terms of investment opportunities, Shanxi Securities stated that it is recommended to continue to focus on and layout of large -scale stocks and industry leaders with strong profitability, better defense capabilities and valuation repair space. Growing new energy and military industries and other sectors. In terms of hotspots, as of the closing of the morning on August 9, the TOPCON battery sector led the rise, silicon energy, coal mining and processing, HJT batteries, advanced packaging, gas and other sectors have increased; Artemisinin, breeding industry, MCU chip, and new crown therapy have fallen first. Specifically, the overall TOPCON battery sector rose 4.76%. Three stocks including Jiayu, Dongxu Blue Sky, Mu Bang Hi -Tech have a strong daily limit. Regarding investment opportunities in this field, CITIC Securities said that in the case of a stable growth of new light installation machines around the world, various enterprises actively seek technical breakthroughs. One of the most important directions is the TOPCON technology route, which has high efficiency and Low -cost cost -effectiveness, and can undertake the transformation and upgrading of the original PERC production line, the TOPCON battery has accelerated the expansion of production, driving the needs of related equipment and materials, and focusing on the investment opportunities of related batteries, equipment and materials manufacturers. Xingye Securities pointed out that since the beginning of this year, the amount of photovoltaic installed machines is not off -season, and the industry's fundamentals are strong. At present, the prices of silicon materials and silicon wafers have maintained a high level, and subsequent silicon material production is expected to increase the profit distribution of downstream enterprises downstream of the industry chain; Europe, Brazil and other overseas overseas overseas Market component demand is prosperous; in the long run, the technical advantages of first -line components are obvious, the right to speak in the industry chain is expected to be enhanced, and the company's brand, channel layout and supply chain management capabilities will continue to play a positive role.

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