The three major indexes of Shenqiang Shanghai Weak Early Large Differential Differential Differential Differential Differential Single Institution in the Photovoltaic Equipment Industry Institution: The severe game of stock funds will continue

Author:Securities daily Time:2022.08.15

Our reporter Zhao Ziqiang in the early morning on August 15th, the three major A -share indexes rushed up after the opening, and then the shock fell and differentiated, showing a weak landscape in Shanghai. As of 11:30 in the morning, the Shanghai Stock Exchange Index fell 0.06%to 3274.87 points; the increase of the Shenzhen Stock Exchange and the GEM index increased by 0.33%and 1.09%, respectively; Market stocks rose less. From the perspective of funds, on the morning of August 15, the net purchase amount of the northbound capital reached 1.135 billion yuan. In terms of the two melands, as of August 12, the balance of the two and Shenzhen cities was 1857.714 billion yuan, an increase of 7.391 billion yuan from the previous trading day. Among them, the financing balance was 1692.589 billion yuan, an increase of 6.861 billion yuan from the previous trading day; the balance of securities was 165.125 billion yuan, an increase of 530 million yuan from the previous trading day. Table: On August 12th, the two -level industry two -level industry integration transaction situation: watchmaking: Zhao Ziqiang CITIC Securities stated that the market is expected to be at the critical point from "looking for new balance" to "realizing weak balance" this week. After the sloping rate, policy loosening, and tightness of the US dollar tightening rhythm, weaker balance will gradually be formed. The severe game of stock funds will continue. The market fluctuations will still be large. Differentiaries will also reach the critical point of re -balance. According to online information securities, due to the interweaving of long and short news on the weekend, the stock indexes of the two cities may continue to fluctuate in the sideways today. Pay attention to the Shanghai Index 60 -day moving average support. In terms of Oriental Wealth Industry, as of 11:30 on August 15th, 49 categories of 86 industries rose, accounting for 56.98%, of which photovoltaic equipment rose 4.01%, ranking first. The metal and coal industries also increased by over 2%. Among the fell industries, banks fell to the top of 1.11%. From the perspective of the increase in the leading photovoltaic device industry, as of 11:30 on August 15th, 46 stocks in the industry transactions rose, of which 2 stocks rose. From the perspective of the flow of funds, the net inflow of large orders for the photovoltaic equipment industry this morning reached 2.5 billion yuan, ranking first in the industry. Huaxi Securities stated that the US "2022 Inflation Act" Act for the favorable policy of the photovoltaic industry has a long span and a large subsidy. We expect that the bill of implementation will stimulate the US photovoltaic industry to enter the outbreak period. The expansion of domestic demand has benefited, and future performance is worth looking forward to. Regarding the investment in the photovoltaic equipment industry, Southwest Securities stated that the photovoltaic sector is still strongly recommended in various sectors. The new production capacity of silicon materials will begin to be gradually released, and downstream demand will be fully met, and the growth rate will increase. In the short term, from the perspective of photovoltaic performance in the second quarter, the entire industry (silicon to components and related auxiliary) has basically achieved a month -on -month growth. The release of silicon material capacity in the second half of the year will bring the increase in installation growth. Increasing demand, it is strongly recommended to actively deploy the photovoltaic sector.

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