The Shanghai Index ignored the surrounding affected red disk acquisition agency: the possibility of cautious and optimistic structural quotation in the market outlook

Our reporter Zhao Ziqiang on August 29, the three major Indoices of A shares were differentiated. The two cities transactions were less than 900 billion yuan. What is the follow -up trend of A shares? On August 29, due to the sharp decline in US stocks last weekend, the three major A -shares index opened in early trading, the Shanghai index performed strongly, and the red market was close. Compared with the decline in other Asia -Pacific stock market indexes such as Japan and South Korea, the toughness of A shares was prominent. As of the close, the Shanghai Stock Exchange Index rose 0.14%, the Shenzhen Stock Exchange Index fell 0.34%, the GEM index fell 0.37%; the total turnover of the Shanghai and Shenzhen cities was 845.81 billion yuan; Daily net inflows; overall, A shares have risen more and less, rising to 3028 stocks, and 1,708 individual stocks. In terms of daily limit, 69 stocks were closed at the daily limit. Among them, there were 17 daily limit stocks, and the stock price had continued to rise continuously, more than 3 trading days. In terms of the limit, 11 stocks have been closed for the daily limit. From the perspective of the industry, the daily limit stocks of power equipment reached 11 heads, followed by the machinery and equipment and basic chemicals, and the number of daily limit stocks reached 7 and 5, respectively. Table: 5 consecutive days of rising and the closing daily limit shares today. Table: Zhao Ziqiang's perspective of the Shenwan -level industry, 18 categories of 31 industries rose, accounting for 58.06%. ; The biggest decline is the bank with a decline of 1.17%. Regarding the market performance of A shares, Liu Jixin, assistant to Rongzhi Investment Fund Manager, said that there are two reasons for the recent market shocks. Hot money leaves the market; on the other hand, a large amount of funds in the market are crowded on the new energy track, and the market has overestimated concerns in the short term. We still maintain a cautious and optimistic judgment on the market market. Although there are certain challenges (epidemic, overseas decline, etc.), the economic probability will be restored slowly in various guidance policies. And whether consumer demand can recover is the key. Regarding future investment opportunities, Liu Cunxin said that the medium -term financial report disclosure has only the last few days, and the superposition policy brings abundant funds. After the financial report, the market is affected by various emotions and messages, and the probability of structural markets is greater. Investors are advised to keep their attention to the high prosperity industry, but do not chase high. Li Zhenhui, director of Research Director of Jingshang Fund, said that the market will maintain a disadvantaged pattern throughout the year this year, and the bottom interval will be basically proved, but the opportunity of the overall main promotion will not be. In addition, the steady growth sector of the policy is also a good choice such as large consumption, new infrastructure, and digital economy. Junmao Capital Partner Qiu Xiaoguang said that the continuous rise in the domestic new energy industry chain has made the funds on the market began to be afraid of high, which has also continued to magnify the recent "high and low" sound. A degree is necessary. However, in the absence of large opportunities for uplinks, we need to pay attention to industry investment opportunities with more segments and low -agency sensitivity with macroeconomic sensitivity, such as industries that have benefited from rigidity in the industry cycle and need rigidity. On August 29, Daqing Huake rose 10.01%to 23.18 yuan. Since August 19, the stock has risen for 7 consecutive trading days as of August 29, with a cumulative increase of 45.97%. The latest A -share market value of the stock is 3.05 billion yuan, and the market value of A -share circulation is 3.05 billion yuan. Daqing Huake disclosed the interim report on August 27, 2022. In the first half of 2022, the company achieved total operating income of 1.33 billion yuan, an increase of 33.2%year -on -year; net profit attributable to mothers was 9.03 million yuan, an increase of 101.1%year -on -year; Yuan. The company's closing price increased from 21.68%on August 25, 2022 and August 26, 2022, and issued an announcement of abnormal fluctuations in transactions. The announcement said that the company did not find uninterrupted major information that public media reported or had a greater impact on the company's stock transaction prices in the near future. According to public information, the company's main business is the production and sales of petrochemical products, import and export business, and warehousing custody services. The company has a strong product advantage in the field of fine petrochemicals. It has been determined by the Ministry of Science and Technology and the Chinese Academy of Sciences as a suitable enterprise to be listed according to high -tech enterprises. As a larger domestic polypropylene, refined C5, C9 petroleum resin, and refined acetylene products, their fine chemical products are at the same level in the same industry in terms of process and quality. On August 29, the national defense army workers rose, and the Chinese defense military workers in the industry rose by 2.00%. There are 76 stocks in the industry's 98 transactions. Among them, two stocks have daily limit, and 6 stocks have increased by more than 5%. Regarding investment opportunities in the national defense military industry, AVIC Securities believes that in the third quarter, military industry companies will make up for the "gap" of the second quarter on the one hand. The production delivery in the third quarter will be particularly full, becoming the "big season" throughout the year. The urgency and importance of national defense and equipment construction, as well as the major logic and long logic of the industry, will attract more widespread and lasting attention, thus supporting a strong support for the military industry.

In the short term, on the one hand, the super -declined valuation depression has reached the position of the layout, such as capacitors and machines, on the other hand, it can pay attention to the downstream fields of strong certainty. In terms of investment targets, Northeast Securities stated that in 2022, the entire industry chain will continue to focus on the dual growth logic brought about by the release of production capacity: focusing on strong actual needs, the models with depth staircases, and the coming system and sub -systems with the arrival of the production node; Mid -tier facilities and manufacturing with deep support, strong supporting capabilities, and scale effects; large industry space, strong core competitiveness, and localization alternative to accelerate military materials/e -electronics; new military industry technologies under the new trend of new equipment; five major directions of asset securitization five directions Essence Recommendation: 1. downstream OEMs and sub -system directions: Hongdu Airlines, AVIC West Fei, Navigation Movement, AVIC Shenfei; 2. Mid -reunion facilities and manufacturing directions: AVIC Heavy Machinery, Filihua; 3. Military materials and military industry workers Electronic direction: Ziguang Guowei, Zhenhua Technology, Hongyuan Electronics; 4. Military New Technology: Lianchuang Optoelectronics; 5. The main line of asset securitization: Guorui Technology, Dongxin Heping, Tianao Electronics, Aerospace Electromechanical. Picture | Site Cool Hero Bao Map.com

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