A -share transactions return to trillion yuan, agriculture, forestry, animal husbandry and fishing rose more than 2%!Institutions: Investors' mentality should be moderate and positive, but pay attention to position control

Our reporter Zhao Ziqiang on August 16th, the three major A -shares index shocked red, and the industry rose more and less, and the northbound capital flowed slightly. What is the follow -up trend of A shares? Where is the investment opportunity? Today, the three major stock indexes in A -share are relatively strong in early trading, and it has intensified in the afternoon. The Shanghai Index faces 3,200 integer mortar suppression. As of the close, the Shanghai Stock Exchange Index rose 0.05%to 3277.88 points, the Shenzhen Stock Exchange Index rose 0.08%to 12470.11 points, the GEM index rose 0.47%to 2731.39 points; Yuan. Overall, individual stocks rose more and less. In terms of daily limit, 97 stocks have daily limit. Among them, 9 limit stock prices have risen more than 5 trading days. In terms of daily limit, one stock has a limit. From an industry perspective, there are 17 daily limit shares of power equipment, ranking first, followed by the number of daily limit stocks in the mechanical equipment industry. Table: 5 consecutive days of rising and the closing daily limit shares today. Table: Zhao Ziqiang's perspective of the Shenwan -level industry, 17 categories of 31 industries rose, accounting for 54.84%. %; The biggest decline is non -ferrous metals, with a decline of 0.95%. Regarding the future trend of A shares, Yuan Huaming, general manager of Huahui Chuangfu Investment, said that the recent rebound of overseas markets has been cooled, which objectively reduces the pressure on domestic monetary policy; domestic economic data also shows signs of improvement, investment, investment, investment, investment, investment, investment, investment, investment, investment, investment, investment, investment, investment, investment, investment. The emotions have improved; coupled with the market liquidity since this year, it has provided bottom support for the A -share market. At the same time, the weak economic and semi -annual report data have uncertainty in the rhythm of the epidemic and economic restoration, and the suppression of the market takes time to digest. Therefore, the short -term market is expected to continue the characteristics of interval fluctuations and the rapid rotation of sections. In the third quarter of the Chinese economy, the opportunity for stabilizing rebounds was large, and the environmental environment of stable growth was superimposed. In summary, the investor's mentality should be moderate and positive, but you need to pay attention to position control. You can use market shocks for high throwing and low suction. Lang Yicheng, general manager of the Research Department of Furong Fund, said that the impact of social finance data has a short -term impact on the overall limited. Combined with the low PMI data in July, the visibility of macroeconomic growth in the second half of the year is declining. From the expected dimension, the Shanghai Stock Exchange 50, which has a high correlation with the macroeconomic, has a unilateral decline in July, which also reflects the pessimistic expectations of the weak economy. In the short term We believe that the market has some expectations for social finance data, and the overall impact is limited. The short -term market may be dominated by shocks, no favorable promotions, and policy support. In the context of the "weak recovery" of the medium and long -term dimension and the relatively abundant liquidity, the growth sector, especially the high prosperity sector, is still the focus of attention. In terms of investment opportunities, Bao King Kong, a Rongzhi Investment Researcher under Pai Lai.com, said that the current market's main transactions are "weak economic recovery+abundant liquidity". Under the background of economic weak recovery, the high growth industry is particularly scarce. As one of the few high booming industries, the market consistency is strong, so the market performance is bright. Under the logic of liquidity expectations, high -growth small and medium -sized disk performance is dominant, so the market is constantly digging the small and medium -sized dark horse stocks that are constantly digging in marginal changes. On August 16, Baoying shares rose 10.07%to 4.92 yuan. Since August 9, the stock has risen for 6 consecutive trading days as of August 16, with a cumulative increase of 31.20%. The total market value of the latest A -share A shares reached 7.460 billion yuan, and the market value of A -share circulation was 6.571 billion yuan. Funding data, Tonghua Shun data showed that the net inflow of main funds on August 16 was 120 million yuan, an ups and downs of 10.07%, the main net volume (DDE large single net value/circulation stock) was 1.85%, and the two cities ranked 38/4761. On August 16th, the agricultural, forestry, animal husbandry and fishery industry rose, and the agricultural, forestry, animal husbandry and fishery leaders rose by 2.28%. There are 85 stocks in the industry's 95 transactions, of which 3 stocks have daily limit, and 6 stocks have increased by more than 6%. Regarding the investment opportunities of the agricultural, forestry, animal husbandry and fishing sector, AVIC Securities said that the price of pigs is still expected to maintain strong pig price. From the perspective of the supply side, the industry as a whole is still in the window period of sow removal and the current column contraction. Although the column strategies and rhythm of various groups and large -scale breeding enterprises are different, the supply of the overall industry is still tight. Overseas inflation affects the cost -effectiveness of imported pork, and the overall import volume is not high. From the perspective of demand, the peak season for pork consumption is approaching, and the demand for school meals in the school in September to October is expected to form a strong support for pig prices during the Mid-Autumn Festival and National Day holidays. Tianfeng Securities is optimistic about the dynamic insurance sector. It is believed that as the price of pigs rises, the downstream breeding immunization procedures are expected to gradually return to normal. The demand is expected to gradually improve. In terms of investment targets, Zhejiang Business Securities stated that it is optimistic about multiple sections of agriculture, forestry, animal husbandry and fishing. Pig plate: According to the "cost advantage, outpatient can be redeemed, low valuation selection enterprises, it is recommended that Muyuan shares, Wen's shares, Xin Wufeng, Tiankang creatures; Pleco, with obvious advantages of vaccine research and development, pays attention to product sales of companies such as China Mu, Biology, and Huisheng Bio.

Planting chain: International grain prices fluctuate, it is recommended to pay attention to the improvement of companies such as Taoist Tao, Golden Arrowa and other companies; at the same time, pay attention to the relevant targets of genetically modified species industry.(Corn and rice seed faucet, there are many genetic transits participating companies).Picture | Site Cool Hero Bao Map.com

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