A -share noon comments: Index early trading up and down, no oil and gas stocks have risen two cities

The three major indexes divided the trend in the morning. As of the afternoon, the Shanghai Index rose 0.41%, the Shenzhen Index fell 0.23%, and the GEM index fell 0.51%. The half -day turnover of the Shanghai and Shenzhen cities was 600.9 billion yuan. The two cities fell over 2700 shares.

Oil and gas mining and services, gas, port shipping and other sectors have risen before, and power equipment, consumer electronics, and automotive thermal management have fallen.

On the disk, the oil and gas mining and service sectors led the two cities. The daily limit of quasi -oil shares, Zhongman Petroleum, Bomoko, Becken Energy, Hengtai Aipu rose more than 5%; Word daily limit, 5 consecutive boards, Dongfang Huanyu, national new energy daily limit, Jiufeng Energy, Xin'ao shares, waterfield gas, Shaanxi natural gas, etc., have risen. In terms of news, the price of natural gas in Europe has risen to 300 euros; consumer electronics continues today's early trading. Falling, Juchen's shares fell more than 10%, Changying Precision, Gongda Electric Sound, Coson Technology, De Run Electronics and other multiple shares fell by more than 5%; Changchun High -tech rose by more than 4%in the short -term closing in the afternoon. More than 3%, it is said that the third batch of drug collection in Zhejiang Province has begun data collection, and growth hormones have not been on the procurement list.

Xingye Securities pointed out that the market was turbulent yesterday, and the growth sectors such as "New Half Army" were adjusted. However, we believe that the "new semi -army" does not have systemic risks and will still move forward. Judging from the performance of the interim report, the "new semi -army" is still the direction of excellent performance and determining the advantages of prosperity. Some industries in the "New Half Army" have been significantly digested. Under "wide currency and weak credit", the growth style is expected to continue. According to the leading indicator of analysts in the "New Half Army" timing framework, analysts expect to amend the intensity, pointing to the current "new semi -army" upward trend is not over. At the industry level, combining the prosperity, congestion, and rise and fall, it is still recommended to focus on lithium ore, new energy vehicles (lithium batteries, negative materials), military industry (military electronics, structural parts), photovoltaic (silicon silicon wafers ), Semiconductor (design, manufacturing), smart driving, CXO and other directions.

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