The three major indexes of A shares flutter!More than 3,500 stocks rose, and the colored metal industry rose first

Author:Securities daily Time:2022.09.06

Our reporter Zhang Ying on Tuesday (September 6), the three major indexes flushed, and over 3,500 stocks rose, and the non -ferrous metals and other industries performed well. In the stable shock, can the A -share market usher in a rebound? What are the investment opportunities? On September 6, the Securities Daily, the three major indexes of A shares fluctuated, and became popular across the board. As of the closing, the Shanghai Stock Exchange Index rose 1.36%to 3243.45 points, the Shenzhen Stock Exchange Index rose 1.04%to 11799.81 points, the GEM index rose 0.1%to 2540.64 points; the total transaction of the two cities was 869.1 billion yuan, and the net sold in northbound funds was 3.899 billion yuan. Generally speaking, A shares rose more and less. From the perspective of Shen's one -level industry, today, 29 industries have achieved rising. Among them, the non -ferrous metal industry rose 3.14%, followed by closely, the basic chemical industry rose 3.13%. In addition, the two industries such as beauty care and banks have fallen, with a decline of 1.26%and 0.43%, respectively. In terms of the daily limit board, on September 6, 68 stocks rose daily limit. Among them, there were 14 daily limit stocks, and the stock price had risen more than 4 consecutive trading days. From the perspective of the industry, the basic chemical industry has the largest limit, reaching 13, followed by the power equipment and machinery and equipment industries, and the number of daily limit shares is 9 and 7, respectively. Table: Today's daily limit and continuous rise of 4 consecutive trading days. The situation of the stocks of the above stocks: Zhang Ying's line wealth public offering product manager Zhu Runkang said that the rise of A shares today is to reduce the reserve rate of foreign exchange deposits to 6%on the one hand. While release the liquidity, to a certain extent, it also plays an inhibitory role in the depreciation of the renminbi; on the other hand, the A -share itself is fully released because the A -share itself is at a low level. In the next market, we believe that it will continue to fluctuate, and the expectations of overseas liquidity will continue to tighten, which will suppress growth stocks. Regarding the market outlook, Lang Yicheng, general manager of Furong Fund Research Department, believes that multiple unfavorable factors are concentrated in the second quarter, combined with the "steady growth" policy and the bases with relatively low performance in the second half of last year. The low point. At present, the "steady growth" policy is the core support of fundamentals, and the support of the "bottom -up" support is still the main tone. We believe that after two weeks of great adjustment, the crowdedness of the growth sector has been released to a certain extent, but from the perspective of the amplitude and time of the past mid -term adjustment, it may not yet be in place, and it still needs to be patient. Short -term equilibrium, industry focus: 1. Growth tracks such as military, semiconductor, photovoltaic and other sectors. 2. Automotive parts and pharmaceutical and consumer sectors under the expected economic recovery. Zhuang Hongdong, manager of cheese fund manager, said that the recent rebound in value stocks is mainly due to the beginning of the stable growth policy, especially the real estate industry that the market is concerned about. As policy banks will provide special borrowings Real Estate enterprises have also successively obtained the debt issuance of the full guarantee of state -owned enterprises, as well as the implementation of the implementation of measures such as additional funds in infrastructure, and the market's confidence in the stability of economic stability and the repair of value stock valuation has improved. In terms of valuation level, the current price -earnings ratio of large market value companies is at a low level in nearly 5 years, which is cost -effective and attracts capital inflows. The follow -up market will still focus on the continuous implementation and advancement of the steady growth policy. In terms of performance, industries that continue to prove their profitability will be favored by funds. For industries or companies that have increasing increasing income in the past, with the gradual alleviating of the pressure and expense side pressure, it is also expected to achieve a good profit growth rate and achieve David David. Double -click. Tianshun's 4 consecutive boards soared nearly 50%on September 6. On September 6, the popular stock Tianshun's stock rose again. As of the close, it was reported at 23.24 yuan, achieving 4 consecutive boards, with a cumulative increase of 46.44%. On September 1, 2022, the company's interaction was easy to disclose: the company's international railway business opened Moscow, Duisburg, Hamburg, Meijiewu, Alamutu, Tashkee, Gehnia, Italy, Melxe , Mara and other trains in Central Asia and Central Europe. The supply of international flights opened in 2022 with Urumqi as the center to open the entire cargo aircraft such as Georgia Dili Bilis; opened Haikou to Moscow routes in Haikou; and opened Wuhan to Moscow routes in Wuhan. The route will expand according to the requirements of the epidemic control, the situation of the business volume, and the customer's needs. Public information shows that the company is mainly engaged in third -party logistics and supply chain management business of large goods and large -piece goods. The company has formed a station for customers to provide customers with supply chain design, supply chain management, warehousing, procurement, distribution, and distribution. Formula and professional supply chain service model. The business scope covers third -party logistics, supply chain management, logistics park operations, international aviation logistics, and international railway logistics. In the first half of 2022, the company realized operating income of RMB RMB RMB RMB RMB RMB 65.22 million, an increase of 24.42%over the previous year. The non -ferrous metal industry rose more than 3%on September 6, and the non -ferrous metal industry rose to the top of 3.14%. Among them, three stocks such as Zhangyuan Tungsten, China Mining Resources, and Haomei New Materials have a collective daily limit. For investment in the non -ferrous metal industry, Minsheng Securities said that it is optimistic about the opportunities of copper aluminum, lithium cobalt nickel, and precious metals. (1) Industrial metal: The supply cycle is resting, and the metal price center is moved up. The Federal Reserve ’s interest rate hikes have limited room for improvement, and the pressure of financial attributes has gradually eased.

Supply side: Insufficient capital expenditure and epidemic disturbances under the background of dual carbon, pushing the industrial metal cost curve, and the supply end cycle is turned on. Demand side: The long -slope and thick snow in the field of new energy, and the demand in the traditional field is still tough. Metal price center may be moved up. It is recommended to focus on Zijin Mining, Luoyang Molybdenum, Tongling Nonferrous, Chujiang New Materials, Shenhuo, China Aluminum, Nanshan Aluminum, Tianshan Aluminum, Chihong Zinc 锗. (2) Energy metal: New energy demand is still high, the supply and demand structure has been tight for a long time, and the resource premium capacity has improved. Lithium: The tight supply structure is determined, the premium premium of the lithium resource has increased significantly, the long -term trend of electrification remains unchanged, the supply and demand pattern will still be better for a long time, and the future price center and the industry's profitability are expected to continue. Cobalt: In the short term, it is facing pressure to increase supply and weak demand, but the battery demand continues to be better, and under the expected national collection and storage expectations, the price may bottom out. Nickel: The short -term structural shortage push the nickel price, and the demand end is about to mass production at 4680 batteries. In the future, the trend of high nickelization is more certain. It is recommended to focus on Huayou Cobalt, China Mining Resources, Tianqi Lithium, Tibet Mining, and Ganfeng Lithium. (3) Precious metal: It is difficult to win inflation in nominal interest rates, and the actual interest rate supports gold prices. We believe that the expectations of interest rate hike may have been fully reflected by the market, and the fundamental fundamentals of the US economy weaken or will continue to contain the interest rate hike process. If the interest rate hike is not as good as expected, the energy crisis brought by the geographical conflict will occur, and the inflation will rise, but the nominal interest rate will not be as good as expected, and the actual interest rate will be further declined. In the context of global currency superbies and rising demand for central banks, gold will come out of a round of rising markets. It is recommended to focus on Chifeng Gold, Gold Mining, Shandong Gold, and Intime Gold. Picture | Site Cool Hero Bao Map Network Review | Editor Zhao Ziqiang | Sun Qian's final review | Zhang Liang