Supply meets expectations and high temperature support demand, "Golden Nine Silver Ten" has been launched, and the institution has suggested that focusing on investment opportunities in this sector

Summary today:

1. Coal ｜ Supply meets expectations, high temperature support demand, "Golden Nine Silver Ten" has been launched, and the institution has suggested that focusing on this sector investment opportunity

2. Financial IT ｜ Securities IT leading growth through bulls and bears, policy dividends will continue

1. Coal ｜ Supply meets expectations, high temperature support demand, "Golden Nine Silver Ten" has been launched, and the institution has suggested that focusing on this sector investment opportunity

Logic label: Middle Line Ambush

This year's drought reversed the market's expectations for short -term long -term coal prices, and the toughness expectations of medium and long -term coal consumption still existed. The demand for the peak season of "Golden Nine Silver Ten" is gradually fulfilled, focusing on investment opportunities in the coking coal sector. Considering that the high profits of coal companies are expected to continue to increase the proportion of dividends under the context of high cash flow, Davis, which is welcoming the performance valuation, double -click under the context of high cash flow.

Guosheng Securities strongly recommended click to unlock the recommendation details and key target icons

Research Report:

① Production: Stable output, small increase in production in the near future ...

② Import: Importing marginal improvement, continuous restoration still needs to be cautious ...

The imports of raw coal in August were 29.46 million tons, an increase of 5.0%year-on-year. From January to August, the import of raw coal was 168 million tons, a year-on-year decrease of 14.9%...

③ Demand: high temperature support, follow the launch of "Golden Nine Silver Ten" ...

High temperature and high daily consumption, accelerate coal social inventory to remove ...

The demand for coking coal has existed. As the output of iron and coke continues to rise, the supply and demand of coking coal return to the basic balance again. There is a certain support for the demand for focusing on the seasonal peak season of Golden Jiuyin and Ten ...

2. Financial IT ｜ Securities IT leading growth through bulls and bears, policy dividends will continue

Logic label: Middle Line Ambush

China Merchants Securities is expected to click to unlock related details

Research Report:

① Based on the high -speed growth of the securities industry and seizing the core trading system, it is the key to the rise of the company

② The change of the long -term valuation center of the company reflects the gradual cognition of the market for the securities IT industry attributes and the company's core competitiveness

③ Looking to the future, the growth of securities IT faucet is full of toughness

At present, under the background of the opening and reform of the capital market, policy dividends such as expanding public offerings, science and technology boards, and comprehensive registration systems have continued.

At the same time, the construction of Xinchuang in the securities field has also begun to accelerate. Among them, the renovation of the core trading system and the transformation of related business systems to the top priority are expected to bring a lot of business opportunities to the company.

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