The three major indexs are shocking and falling!Agriculture, forestry, animal husbandry and fishing rose more than 3%, and institutions: short -term will show narrow shocks

Our reporter Zhao Ziqiang on August 19th, the three major Indoices of A -shares fell. What is the follow -up trend of A shares? Where is the investment opportunity? On August 19, the three major indexes of A -shares fluctuated lower. As of the closing, the Shanghai Stock Exchange Index fell 0.59%, the Shenzhen Stock Exchange Index fell 1.27%, and the GEM index fell 1.50%. The trading day exceeded the trillion yuan; the northbound capital net purchase was 1.713 billion yuan; in general, the A -share stocks fell more, rising to 1204 stocks, and 3,519 stocks. Looking back on the trend of the major index on Wednesday, the Shanghai Stock Exchange Index has fallen by 0.57%during the period of the Shanghai Stock Exchange Index. In terms of daily limit, 66 stocks were closed at the daily limit. Among them, 10 limit stocks, the stock price has risen more than 5 trading days. In terms of limit, 16 stocks have been closed for daily limit. From the perspective of the industry, the daily limit stocks of machinery and equipment reached 11, ranking first, and followed by the number of daily limit stocks in the public utilization and electronics industry, respectively, respectively, respectively. Table: 5 consecutive days of rising and the closing daily limit shares today. Table: Zhao Ziqiang's perspective of the Shenwan -level industry, 10 categories of 31 industries rose, accounting for 32.26%. %; The biggest decline is the power equipment, with a decline of 2.80%. Regarding the market performance of this week, Xia Fengjing, the manager of Rongzhi Investment Fund under Paiwang.com, said that the market this week is relatively weak, of which large and small stocks have a large differentiation. Relatively speaking, the small market value variety represented by the CSI 1000 has a strong trend, and the mid -week continues to set a new high since April. There are so many reasons for the differentiation of the disk. First, the disturbance of various factors such as the epidemic is not ideal, and the impact of traditional value stocks such as financial real estate in the first half of the year is not ideal. The average valuation of small market value stocks is high, but the sensitivity to performance is weak. Second, the newly issued scale of stock funds has decreased significantly, down 60 % year -on -year, and the average issuance scale of stock funds is only 300 million yuan. At the same time, the decline in the net value of public funds has caused the existing scale to be passively reduced, which has a significant impact on large -cap stock markets. Third, the introduction of derivatives contracts such as China CSI 1,000 futures options and the requirements of ETF configuration has led to significantly increased attention from small -cap stocks. Another noticeable phenomenon this week is that it may show a small inflow peak since the 11th of Northern China, which may be related to the new changes in overseas markets, that is, inflation expectations have decreased, and the Fed's monetary policy may shift. In fact, in general, the external environment facing A shares is getting better. At present, both the policy or from the macro side is significantly different from that in March and April. The probability of repeating the continuous decline is not high. The trend. Regarding the future trend of A shares, Huang Yi, director of investment director of Hongfeng Assets, said that since the bottom of the market has rebounded on August 4, a large adjustment has appeared today. Surging, but the long -term and long -term good pattern remains unchanged. Li Zhenhui, the research director of Jingshang Fund, said that the two cities have entered the semi -annual report this month to announce the dense period. Considering the impact of the epidemic in the second quarter, the market is more cautious about the performance of listed companies. Mainstream funds are insufficient in the current position. Regarding future investment opportunities, Zhang Hui, chief investment officer of Huisheng Investment, said that the market style led by the prosperity track since May may gradually land with the semi -annual report, the liquidity gradually returns to neutrality, and the stagflation is caused by overseas stagflation. Market risks may exacerbate the fluctuations of domestic risk preferences to a certain extent, and the market may start to embrace performance certainty and short -term assets. Li Zhenhui said that the A -shares entered a stable bottom period. Investors should lightly index and heavy stocks, choose some industries and stocks that are in line with the characteristics of the times, and closely track the performance release of listed companies. We continue to be optimistic about the industrial opportunities that are related to the high -quality development of China's economy in terms of electrical equipment, new materials, and advanced manufacturing. Yiyi rose on August 19, and Yiyi rose 9.99%to 41.50 yuan. Since August 11, the stock has risen for 7 consecutive trading days as of August 19, with a cumulative increase of 32.89%. The total market value of the latest A -share A shares reached 3.915 billion yuan, and the market value of A -share circulation was 1.899 billion yuan. Yiyi stated on the investor interactive platform on August 18 that the company's core product pet urine pads and pet urine pants are constantly releasing new capacity. After the construction of the fundraising project is completed, the annual capacity of pet urine pads will be calculated. When it reaches 5 billion pieces, the annual production capacity of pet diapers will reach 200 million pieces. The demand for pet health care products at home and abroad has continued to grow, and the development space of the industry is large. At present, the company's orders are sufficient. With the gradual release of production capacity, the company's operating income is expected to continue to grow. According to the half -year report of Yiyi, during the reporting period, the company achieved operating income of 731 million yuan, an increase of 27.58%year -on -year; the net profit attributable to shareholders of listed companies was 65 million yuan, an increase of 8.19%year -on -year. On August 19, agriculture, forestry, animal husbandry and fishery rose, and the agricultural, forestry, animal husbandry and fishery collar rose by 3.06%.

56 of the stocks of 95 transactions rose, of which one stock rose daily, and 6 stocks rose more than 5%. Open source securities stated that the periodic performance of pig cycle performance, focusing on cost advantages and rhythm of production capacity release. Pay attention to the superstar farmers and animal husbandry with both cost advantages and elastic production capacity growth; as well as Wen's shares; Muyuan shares, new hope, etc. The security margin of the animal protection sector is displayed, and the industry space may usher in accelerated expansion. It is recommended that the domestic animal sub -unit vaccine leading enterprise Plako. The price of raw materials can turn around, and the gross profit level of feed companies is expected to improve. The gross profit level of feed companies is expected to usher in improvement in the second half of 2022. Recommended product power and service advantages, the leading company of the leading enterprise, Haida Group. In terms of planting industry chain, Huaxi Securities stated that the state's high attention to the production of autumn grain shows the determination to maintain food safety. The seed industry as agricultural chips is important for food security. Policies attach great importance to supporting the promotion of the plantation industry chain. Leading companies continue to benefit. In terms of the selection of targets, we focus on recommending the premium industry with obvious first -mover advantages in Dabei, Longping Hi -Tech, and hybrid corn varieties. Pacific Securities is also optimistic about breeding and maintaining long -term "optimistic" rating. GMO seeds are approaching, and the value -added of seed products and the re -production of the seed industry are worth looking forward to. The head -of -head enterprises that have been developed in advance are expected to grab more shares with the advantages of the first. Continue to "optimize" the seed industry and focus on the corn breeding industry. In terms of individual stocks, it is concerned about Denghai Seed Industry, Longping Hi -Tech, and Dabei. Picture | Site Cool Hero Bao Map.com

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