The three major indexes of A shares rose collectively, and the northbound capital poured into the scanning of nearly 15 billion yuan. Where are the investment opportunities after the holiday?

Our reporter Zhang Ying, on Friday (September 9), the three major A -share index shocked and rebounded, and the building materials and real estate industries performed well. Northern Fund Capital bought nearly 15 billion yuan. With the advent of the Mid -Autumn Festival, what other investment opportunities do you have in the A -share market? On September 9th, the three major Indoices of A -shares rebounded and rose collectively. As of the close, the Shanghai Stock Exchange Index rose 0.82%to 3262.05 points, the Shenzhen Stock Exchange Index rose 1.11%to 11877.79 points, the GEM index rose 1%at 2548.22 points; the total transaction of the two cities was 779.6 billion yuan, and the net purchase of the northbound capital was 14.753 billion yuan. Generally speaking, A shares rose more and less. Looking back on the trend of the big index on Wednesday, the cumulative increase of 2.37%during the Shanghai Stock Exchange Index, the cumulative increase of 1.5%during the Shenzhen Stock Exchange Index, and the cumulative increase of 0.60%during the GEM index. From the perspective of Shen's one -level industry, today, 19 industries have achieved rising. Among them, the building materials industry rose 3.60%. Following closely, real estate, household appliances, and beauty care industries have risen more than 2%of more than 2% Essence In addition, industries such as defense military workers, communications, and power equipment have fallen first, all of which have exceeded 0.5%of the daily limit board. On September 9, 50 stocks rose daily limit. Among them, there were 6 daily limit stocks. Essence From the perspective of the industry, the pharmaceutical and biological industry has the most daily limit stocks, reaching 8. It is worth noting that on September 9, the net purchase amount of the northbound capital reached 14.753 billion yuan. Among them, the net purchase amount of Shanghai Stock Connect reached 8.317 billion yuan, and the net purchase amount of Shenzhen Stock Connect reached 6.437 billion yuan. On September 9th, three stocks including Moutai, Ningde Times, and SF Holdings were all over 400 million yuan. Table: On September 9th, the top ten transactions of the Shanghai and Shenzhen Stock Connect. On the one hand, the significant interest rate hike in Europe has made the US dollar index significantly weakened. On the other hand, the decline in foreign exchange reserves will significantly push RMB. The market lacks the mid -term main line before the macro surface has changed significantly, focusing on short -term trading opportunities. Xia Fengjing, manager of Rongzhi Investment Fund, a subsidiary of Pai Lai.com, said that today is the last trading day before the holiday. The risk preferences of overseas markets increased. After the risk aversion faded, the funds returned to A shares. The funds from the north to reverse the outflows of 6 consecutive trading days, which was greatly inflow of nearly 15 billion yuan, setting a new high since June. The foundation of the market is very solid, and the structure at the bottom of the market has been roughly completed. Looking forward to the fourth quarter after National Day. The market will go out of a period of upward repair market. The CSI 300 Index may get out of the form of the year of W. If the macro data improves under the force of the policy, the value market may continue. Regarding the market outlook, Zhang Zheyin, a gecko capital risk control, said that at present, A shares have entered a low -valuation zone, and the substantive landing system such as the comprehensive registration system has been found in the long run. In the future, the market is likely to show a "multi -main line" coexistence. This "multi -main line" market characteristics will be mainly reflected in three directions -consumption upgrades, manufacturing upgrades, and energy upgrades. Shanxi Road and Bridge rose nearly 30%on September 9th. On September 9th, the popular stocks Shanxi Road Bridge rose daily limit. As of the close, it was reported at 6.81 yuan, achieving 2 consecutive boards, 7 consecutive rises, and 7 consecutive trading days increased by 28.73%. On September 9, the data of the Dragon Tiger List showed that a total of 134,262,400 yuan was bought, accounting for 8.21%of the total turnover, totaling 103.943 million yuan, accounting for 6.36%of the total turnover. The total turnover ratio of the Dragon Tiger List is 12.73%. On the evening of August 24th, Shanxi Road Bridge (000755) released the 2022 semi -annual performance report. In the first half of 2022, revenue was 772 million yuan, and net profit attributable to shareholders of listed companies was 237 million yuan, with basic earnings per share of 0.1613 yuan. It is proposed not to send it, no red stocks, and no increase. The interim report shows that the company's main business is highway charging management. The company has the franchise rights of Pingyao to Hetong section highway, and obtains operating income in accordance with the government's charging standards. Pass fee income is the core source of the company's income. According to public information, the main business of the company is highway management and operation. The main business model is the main business model through comprehensive development and operation of highways, improving various services of highways, and charging passenger vehicles in accordance with the charging standards formulated by the industry supervision department. Fees for recycling investment and acquisition. The building materials industry rose 3.6%on September 9th, the building materials industry rose to the top of 3.60%. Among them, three concept stocks such as strong five -gold, Oriental Yuhong, and China Railway Architecture have a collective daily limit. Regarding investment opportunities in the building materials industry, Soochow Securities analysis believes that the cement ROE index in the cyclical sector reflects the low position of the prosperity in nearly three years, and the industry supply side self -discipline is significantly strengthened. The industry's prosperity will rebound steadily. What is more flexible in the region is the Yangtze River Delta/The Yangtze River Market with more infrastructure projects in the Yangtze River. Recommended key deployment of Huaxin Cement along the river market and the extension of the middle and long -term industrial chain. It is recommended to pay attention to conch cement and Shangfeng cement.

In addition, in the cyclical elderly sector, design consulting, real estate services, decoration, decoration building materials, and professional engineering ROE indicators reflect the low level in the past three years.The growth of the company's market share is expanded, and the profit sheet of real estate services and professional engineering listed companies may show its elasticity. It is recommended to pay attention to Xinda, Nandu Property, Honglu Steel Structure, Seiko Steel Structure, Sente Shares, Su Wen, Su WenElectricity, etc.Picture | Site Cool Hero Bao Map Network Review | Editor Zhao Ziqiang | Sun Qian's final review | Zhang Liang

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