Whenever the trading will be known (afternoon version) 丨 A -share reduction and rebound after low opening, the energy stocks have strongly strengthened, pharmaceutical stocks have been adjusted again;

At 15:00 on August 29th, Beijing time, the closing of the Shanghai Stock Exchange Index rose 4.51 points, an increase of 0.14%, the close of 3240.73 points, and the turnover was 363.73 billion yuan. At the point, the turnover was 4820.77 billion yuan; the GEM finger closed at 9.78 points, a decrease of 0.37%, and the close of 2630.51 points, with a turnover of 158.057 billion yuan; The turnover was 2030.86 billion yuan.

Individual stocks rose more, and about 3,000 stocks in the two cities rose. The sales of Shanghai and Shenzhen today were 845.8 billion, a shrinkage of 83.4 billion from the previous trading day. The net inflow of funds on the day of the north was 2.145 billion yuan, of which 1.306 billion yuan was bought at the Shanghai Stock Connect, and the Shenzhen Stock Connect net purchase was 839 million yuan.

On the market, the track stocks rebounded in the early trading, the photovoltaic -related sectors led the rise, and Mubang Hi -Tech and Tuoji Xinneng were daily limit. The consumer stock market has strengthened, the hotel tourism, food processing and other sectors lead the rise, black sesame 4 consecutive boards, and the daily limit of Haixin Food and Manor Ranch. The energy -related sector is activated again in the afternoon. The heat pumps, virtual power plants, oil and gas, coal and other sectors have risen sharply, and Huibo Pop and Kaizheng shares have daily limit. In terms of decline, the pharmaceutical -related sector has been adjusted.

The top five industries were 3.92%of photovoltaic equipment, 3.16%of wind power equipment, 2.77%of ship manufacturing, 2.6%of the mining industry, and 2.08%of the coal industry.

The top five industries were energy metal-1.62%, medical services -1.06%, car-0.69%, precious metal -0.66%, and insurance -0.53%.

China -Thailand Securities issued a research report on August 29 that Xiangxin Technology (002965.SZ, the latest price: 70.32 yuan) increase its holding rating. The reasons for the rating mainly include: 1) 2022H1's performance is bright, and the cost control capacity is strong; 2) continuously increasing technological research and development investment; 3) optical storage inverters are expected to become performance growth points; 4) attach importance to the development of new energy vehicles, customers, customers, customers High -quality resources, orders are expected to increase high. Risk reminder: The risk of weakening the industry's prosperity and the development of new energy vehicles are less than expected.

AI Comment: Xiangxin Technology has received 4 brokerage research reports in the past month, bought 2 and increased holdings of 2.

BOC Securities issued a research report on August 29 that it was given a rating of Tai Shengfeng (300129.SZ, the latest price: 8.37 yuan). The reasons for rating mainly include: 1) Affected by factors such as the epidemic and the start of the offshore wind power project, the company's income in the first half of the year has declined; The 22 -year bidding volume increased significantly. The company's orders were abundant, and the company's profitability will improve the profitability of the company in the second half of the year; 4) actively expand production capacity and consolidate the "double sea strategy" to promote development. Risk reminder: The offshore wind power project is less than expected; the risk of rising raw material prices; the industry competition is intensified.

AI comment: Taishengfeng can get 1 securities company research report in the past month and buy 1.

Guojin Securities issued a research report on August 29 that Sen Qilin (002984.SZ, the latest price: 36.78 yuan) was given to the rating rating. The reasons for rating mainly include: 1) Thailand's second phase of the start of volume has driven the overall performance, and the global strategic layout continues to advance; 2) the bottom of the industry recovers, and the company's profitability will continue to restore the company's profitability. Risk reminder: The price fluctuations of raw materials, the release of new production capacity is not as good as expected, international trade friction, maritime shipping price fluctuations, and exchange rate fluctuations.

AI Comment: Mori Kirin has received two attention reports in the past month. It has bought one of 1 brokerage company. The average target price is 46.96 yuan. Compared with the latest price of 36.78 yuan, it is 10.18 yuan high, and the average target price increases by 27.68%.

Guoxin Securities issued a research report on August 28 that it was given a rating rating of Yiyi Lithium (300014.SZ, the latest price: 101.75 yuan). The reasons for the rating mainly include: 1) the company's Q2 actively cost -effective price, the profitability of the power energy storage business steadily restored; 2) the company's lithium -ray battery growth is stable, and the contribution of small cylindrical batteries has increased significantly. Risk reminder: The sales of electric vehicles are less than expected; the progress of production is not as good as expected;

AI Comment: Yimei Lithium can get 9 brokerage research reports in the past month, buy 6, increase the holding of 1, the average target price is 144 yuan, compared with the latest price of 101.75 yuan, 42.25 yuan high, the target average price price The increase was 41.52%.

Zhejiang Business Securities issued a research report on August 28 that Wuliangye (000858.SZ, the latest price: 165.05 yuan) was given to the rating rating. The reasons for the rating mainly include: 1) the volume and price of high -end wines have risen, and the series of wine structure upgrades continue; 2) specialty stores to direct sales channels to reflect the importance of the C -end, stable distribution channels; The performance is stable; 4) The value of the stock in 3 years accelerates the value of the stock, and the three major marginal changes will be available. Risk tips: 1. Overseas epidemic affects domestic secondary outbreaks or prevention and control upgrades, affecting the overall sales of liquor; 2 and eight generations of Wuliangye's batch price is less than expected; 3. Consumption upgrades are not as good as expected.

AI comment: Wuliangye has received 28 brokerage research reports in the past month, and 23 buyers have been bought, with an average target price of 243 yuan. Compared with the latest price of 165.05 yuan, it is 77.95 yuan, and the average target price increases by 47.23%. Jinlu Electronics (301282.SZ) said on the investor interactive platform on August 29 that the company did not participate in the manufacturing of the Kirin battery in the Ningde era.

Guoji Automobile (600335.SH) said on the investor interactive platform on August 29 that the company's export business of vehicles, components and electromechanical products is a business that is committed to development in the future. Re -rectification and reconstruction.

Tianlong (603266.SH) said on August 29 on the investor interactive platform that the company's industry is mainly the automotive part industry, and its products are widely used in various functional systems of automobiles. The rapid development ofization and sharing, complex precision inlaid inlaid in injection molding electronic integration and other automotive electronics products will increase, bringing great development opportunities to the company's future growth. The company will always provide products such as the first -level suppliers such as Boze Group, Hitachi Group, Mainland Automobile, Bosch Group, Handang Group, Toyo Electric Electricity, and Faleio Group, With service. In the first half of 2022, the company obtained a total of 56 new projects of core customers, of which 33 projects related to new energy vehicles were available.

Kaig Jing (301338.SZ) said on the investor interactive platform on August 29 that the proportion of currently and exported products in the company's products is about 80%and 20%.

Jiuqi Software (002279.SZ) said on the investor interactive platform on August 29 that the company mainly provides management software for government -enterprise customers, and does not involve chip software editing design for the time being.

Dazhi Technology (300530.SZ) stated on the investor interactive platform on August 29 that the company's wholly -owned subsidiary Hunan Lingqi Energy Storage Technology Co., Ltd. was established on June 14, 2022, and mainly carried out energy storage battery -related businesses. Related work is currently being promoted normally.

Liande Equipment (300545.SZ) said on the investor interactive platform on August 29 that the company's semiconductor inverted equipment can achieve domestic replacement. The company has been working hard and progress for realizing domestic alternatives.

Goor (002241.SZ) said on the investor interactive platform on August 29 that the company has long been optimistic and actively invested in AR augmented reality related busines It is still relatively small in the company's overall revenue, and the specific financial data is not easy to disclose. The company will actively pay attention to changes in the macroeconomic situation and actively respond to measures such as scientific and technological innovation and operation improvement. The company does not involve military product business. At present, the company's business operations are normal.

Creative Information (300366.SZ) On August 29, he said on the investor interactive platform that the company does not involve virtual power plant business.

Jiawo Food (300268.SZ) said on August 29th on the investor interactive platform that the sales volume of Sander fish breeding enterprises each quarter is different from the amount of fishing, mainly due to the affected time of logistics delivery. The sales volume disclosed in the general financial report is ETD offshore time, but considering the time difference between the order system and the actual port delivery (financial income confirmation), and the safety stock There will be a little different quantity, and the difference between the previous two quarters disclosed by the company is within the normal range. In addition, because the growth cycle of the salmon is three years long, the fresh salmon that was harvested and sold that year was generally planned and produced in advance for three years ago. Therefore, large -scale international salmon farmers generally need to combine their own breeding licenses and maintain the stability of their own supply to formulate supporting harvest plans. In addition, it is difficult for salmon farmers to accurately predict future market prices at the time of production (three years ago), and to adjust their production plans, otherwise they will face greater operating risks. Therefore, the short -term supply of salmon will not increase or decrease with the fluctuations of short -term prices, but each company will respond to market price fluctuations based on the number of operating strategies by adjusting the number of frozen inventory.

Daily Economic News

- END -