The three major indexes fluctuated, and Delong Hui Neng's 4 consecutive boards soared by nearly 50%. The institution analyzed the cause of the decline. Where is the A -share investment opportunity?

Our reporter Zhang Ying on March (August 24), the three major A -share indexes fell across the board, and over 4,000 stocks fell. Among them, banks, non -bank finance and other industries have performed steadily and play a role in stabilizing the market. In the general decline, what other investment opportunities do A shares have? Can it be strengthened? On August 24th, the three major indexes of the A -shares fell collectively. As of the closing, the Shanghai Stock Exchange Index fell 1.86%to 3215.2 points. A total of 1126.03 billion yuan in municipal transactions exceeded the seventh consecutive trading day of more than trillion yuan; the net sold of 6.615 billion yuan in northbound funds was sold. Generally speaking, A shares rose more, rising to 417 stocks, and 4,324 individual stocks. From the perspective of Shen's one -level industry, under the general decline, all 31 industries have fallen today. Among them, banks, non -bank finance and other industries have fallen less than 0.5%. In addition, electronics, automobiles, power equipment, machinery and equipment, and national defense and military industry have fallen first, all of which exceeded 4%. In terms of daily limit board, on August 24, 41 stocks rose daily limit. Among them, 15 daily limit stocks, the stock price has risen more than 4 consecutive trading days. From the perspective of the industry, the media industry has the most daily limit stocks, up to 6, followed by environmental protection, power equipment, public utilities and other industries, and the number of daily limit shares is 4. Table: Today's daily limit and more than 4 days of stocks. Watching: Zhang Ying's private equity row wealth management partner Wang Dingfu believes that the volume of the broader market has fallen today, and individual stocks have fallen, especially the car, consumer electronics and other sectors with the largest increase in the previous period. The decline is bigger. In terms of strategies, it is recommended that the stocks that have increased in the early stage of the position in the later period can be appropriately reduced. The inflection point or improvement expectations of the configuration fundamentals can be used. At the same time, the stock price is at the middle bottom. He Jinlong, general manager of Glimon Investment, said that in addition to the large financial sector today, the overall market performance is sluggish, and the growth of growth stocks will be called back. Over 4,300 stocks fell, the market killing and falling mood had a greater impact. On the one hand, based on the early track and mainstream sectors, it has increased greatly. Today, the callback is mainly based on these sections; on the other hand, it is based on the pessimistic emotions based on future economic expectations. In addition, the US dollar index has continued to strengthen in the near future, and the influencing factors of the continued inflow of the northbound capital should not be underestimated. At present, domestic funds still show a relatively loose macro environment. In the future, we should pay attention to changes in the liquidity of funds and changes in market capacity, as well as the economic repair process. This is the support of maintaining the structure of market growth. Regarding the market outlook, Pan Xinyi, a senior researcher at Yuanrong Investment Stock Department, believes that at present, the market has begun to renovate through a strong macro index and redefine the twists and turns of economic recovery. At the same time, the scarcity of growth is again highlighted, and the valuation of industries with high prosperity has begun to increase significantly. With the basic completion of the market under the strong macro index, the low valuations of growth stocks will not continue. Because the domestic economic recovery is still more tortuous, the growth of growth is still scarce. However, there will be differentiation in growth stocks. The industries where the performance of a high -growth company may continue to fluctuate up, and companies that cannot be released in conceptual stages that cannot be released in conceptual performance need to be more careful. Huang Huayan, general manager of Avenue Xingye Investment, said that the rotation of the current market sector has intensified. One of the root causes is that the half -annual report discloses the end of the end, and the institutional funds should be transferred to change stocks or choose to leave the market. The stock index should challenge 3155 points down, and even seek important support for 3,000 points. In general, it is recommended to retain positions and short -term sniper. Delonghui 4 consecutive boards soared nearly 50%. On August 24, the popular stock Delonghui rose the daily limit. As of the close, it was reported at 9.36 yuan, the daily limit of 4 consecutive trading days, and the cumulative increase of 46.25%during the period. In 2022, the company's interim performance showed that the earnings per share were 0.05 yuan, and the net assets per share were 2.99 yuan, and the net profit increased by 8.11%year -on -year. In terms of the number of shareholders, as of 2022-06-30, the number of shareholders of the company was 29,161, and the previous period (2022-03-31) was 31483 households, with a variable range of -7.38%. As of 2022, a total of 4 institutions were reported to hold positions, with a total of 155.4356 million stocks, accounting for 43.36%of public information in circulation. Natural gas energy -based clean energy supply business, including natural gas transportation, various types of gas pipe network construction and management, urban gas operations and sales, vehicle gas supply station investment and operation, CNG/LNG supply, comprehensive energy use project development and construction Essence The company has a wide range of sources of gas. It has established long -term cooperative relationships with many gas source suppliers at home and abroad. It forms a comprehensive gas supply channel through its own pipelines and tank vehicles to fully meet the various needs of downstream users. The performance of financial stocks was stable on August 24. Under the general decline, banks, non -bank finance and other industries fell to the smallest, less than 0.5%, and their performance was stable. Among them, Hongye Futures, Minsheng Holdings, and Guoyuan Securities have increased by more than 5%. Regarding the investment of bank stocks, Great Wall Securities analysis believes that the fundamentals of head banks remain high, and asset quality remains stable in the second quarter. As the economic recovery and real estate risks are gradually resolved in the second half of the year, the pessimistic expectations of bank asset quality are expected to evidence. Pseudo.

At present, the valuation of the bank sector is 0.59x22pb, which is at the lowest valuation of history. In the second half of the year, two main lines are optimistic: 1. Small and medium -sized banks with regional advantages and business characteristics, which are affected by the epidemic and real estate. High nature, recommending Ningbo and Changshu; 2. Layout new tracks and excellent head banks with excellent asset quality. After consumption recovery and real estate pessimistic expectations, the valuation is also expected to be repaired. Essence Regarding the investment of insurance stocks, open source securities believe that the insurance sector has continued to slump this year, and the industry valuation has been at the bottom of history. From a fundamental perspective, the current transformation of life insurance is still in the process of deepening. The transformation progress tests the company's management forces and experience. It is expected that some insurance companies will continue to go down in the second half of the year. In the second half of the year, it is recommended to pay attention to the advance indicators such as the improvement of the quality of the mobility. Regarding the investment of brokerage stocks, Great Wall Securities said that the industry ecological reshaping, the high -quality leaders of wealth management and institutional business are expected to obtain a higher valuation premium; It is recommended to pay attention to the target of the Q1 financial report and the continuation of the profitability of Q2. Picture | Site Cool Hero Bao Map Network Review | Editor Zhao Ziqiang | Sun Qian's final review | Peng Chunlai

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