Wind power equipment in the early trading of more than 5% of institutions: Pay attention to the choice and volume of the Shanghai Index direction and volume.

Our reporter Zhao Ziqiang in the early morning on August 16th, the three major A -share indexes have risen to varying degrees, and they continue to show the weak Shanghai weakness pattern. As of 11:30 in the morning, the Shanghai Stock Exchange Index rose 0.24%to 3283.87 points; the increase of the Shenzhen Stock Exchange and the GEM index increased by 0.30%and 1.05%, respectively; Market stocks rose more. From the perspective of funds, on the morning of August 16, the net purchase amount northbound funds reached 2.277 billion yuan. In terms of the two melands, as of August 15, the balance between the two and Shenzhen cities was 1634.885 billion yuan, an increase of 5.138 billion yuan from the previous trading day. Among them, the financing balance was 152.7777 billion yuan, an increase of 5.458 billion yuan from the previous trading day; the balance of securities lending was 107.108 billion yuan, a decrease of 320 million yuan from the previous trading day. Table: On August 15th, the two -level industry two -level industry merging transaction situation: Table control: Zhao Ziqiang's trend of the A -share market, online information securities said that there are 3300 integer mortar pressures on the Shanghai Index, and 60 -day moving average support. Pay attention to the Shanghai Index. The direction selection and volume can change. If the volume breaks through the stock index, the stock index will continue to rebound, otherwise, the risk of the stock index is high. Guosheng Securities said that overall, the weight of the heavy stocks is unsatisfactory, but the hot topics are rotated in an orderly manner, and there are many previous strong stock anti -package daily limit, and the market's short -term emotions have been repaired. Technically, the Shanghai Index has continued to fluctuate up in the near future. The closing station on the closing station is on the 30 -day moving average. Multiple factors disturbing the geopolitical game, the domestic economic data is not as expected, and the domestic and foreign epidemic conditions are repeatedly disturbed. The recent performance of the weight sector is sluggish. From the mid -term, there are multiple moving average support under the market. Effectively amplify, the market may focus on interval vibration and fixing. Regarding investment opportunities, Chuancai Securities stated that in general, the current domestic economic recovery still needs to be further consolidated. In terms of market outlook, monetary policy and fiscal policy are expected to work more accurately, focusing on national strategic support direction and bailout policy support industry. In the direction, in the short term, it is concerned about high -end chips and computer sectors with "domestic alternative" logic. It pays attention to the direction of the power industry chain, military industry, and digital economy in the middle and long term. In terms of Oriental Wealth Industry, as of 11:30 on August 16th, 62 in the 86 industries rose, accounting for 72.09%, of which wind power equipment rose 5.34%, ranking first. The increase in industries such as decoration and decoration also exceeded 2%. Among the fell industries, the mining decline ranked first, a decline of 0.97%. From the perspective of the wind power equipment industry, as of 11:30 on August 16, 19 stocks in the industry transactions rose 19, of which 2 stocks rose daily limit. From the perspective of capital flow, the net inflow of funds in the wind power equipment industry this morning reached 543 million yuan, ranking 6th in the industry. According to the news, on August 12, at the Disable Wind Power Technology Symposium, Wang Dapeng, deputy director of the National Energy Administration's New Energy and Renewable Energy Department, said that in the next step, the National Energy Administration will innovate wind power investment construction model and land use mechanism. Focus on the implementation of the "Qiangxiang Village and Wind Action", vigorously promote the development of rural wind power, and encourage the village to collectively use the collective land of the stock through the price of the stock price, the revenue sharing and other mechanisms, and participate in the development of decentralized wind power projects. At present, it is organizing the preparation of the "Thousand Townships and Villages" plan, and strive to promote the implementation as soon as possible. Regarding the investment in the wind power equipment industry, CITIC Securities stated that in the case of a steady growth background and rich project order reserves and strong yields, the unfavorable factors affecting the release of wind power demand in the first half of the year are gradually eliminated. To accelerate recovery. At the same time, the bidding price of fans and the decline in the cost of raw materials for parts and components will also drive the gradual repair of the profitability of the industry chain. Optimistic: 1. Setting cost reduction and bidding progress in offshore wind power are expected, and the growth of sea breeze has been further strengthened; 2. Some component companies are expected to benefit from the improvement of profitability brought by the decline in raw material prices; 3. Opportunities brought by large -scale crew; 4. 4. Opportunities for export growth of components that benefit overseas installation.

Picture | Site Cool Hero Bao Map.com

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