The three major indexes of A -shares have risen, and 11 car stocks work together to daily limit. Can the market continue to rebound?

Author:Securities daily Time:2022.09.21

Our reporter Zhang Ying on Tuesday (September 20), the three major A -share index shocked and rebounded, the amount could continue to shrink, and the turnover hit a new low of 17 months. Can the A -share market rebound continue under the game of stock funds? What other investment opportunities? On September 20, the three major A -share index shocked and rebounded, and collectively rose. As of the close, the Shanghai Stock Exchange Index rose 0.22%to 3122.41 points, the Shenzhen Stock Exchange Index rose 0.69%to 11283.92 points, the GEM index rose 0.7%to 2366.9 points; It sold 523 million yuan in net. Generally speaking, A shares rose more and less. From the perspective of Shen's one -level industry, today, 24 industries have achieved rising. Among them, the non -ferrous metal industry rose 3.23%. Following closely, the increase in power equipment, textile clothing, and business retail industries have increased by more than 2 %. In addition, real estate, banks, agriculture, forestry, animal husbandry and fishing industries have fallen first, all in terms of 0.5%daily limit board. On September 20, 68 stocks rose daily limit. Among them, there were 8 daily limit stocks. Essence From the perspective of the industry, the automotive industry has the largest limit, reaching 11, followed, followed by 9 daily limit shares in the machinery and equipment industry. Table: Today's daily limit and have risen continuously 3 consecutive trading days. The situation of more than 3 trading days: Table: Zhang Ying's recent market performance, Xia Fengjing, the manager of Rongzhi Investment Fund under the row network, said that the current market trend is weak and the market confidence is insufficient, but the market confidence is insufficient, but the market confidence is insufficient, but The market will not return to the beginning of the year. The market has been supported by several factors. First, this year, the turns of currency and fiscal policies have taken turns. From the perspective of economic data in August, social zero and investment exceeded expectations, and the economic side has shown signs of stability. Second, more abundant liquidity support. Third, from a structural point of view, the valuation of value stocks is extremely undervalued, the valuation of growth stocks such as new energy also fell rapidly, and the valuation attractiveness is increased. In the fourth quarter, there was a large possibility of economic recovery in the country, superimposed overseas policies, and emerging from a wave of strong rising markets. Lang Yicheng, general manager of the Research Department of the Furong Fund, believes that the current market may be in the middle and late stages of this round of adjustment. Some indexes such as Shanghai Stock Exchange 50 and the GEM finger are in a new low or approaching new low in April. In August, the growth rate of social zero consumption and the growth rate of the sales area of commercial housing also rebounded, and the "policy toolbox" under the strategic determination was still sufficient. Under the low -term market decline capacity, the value sector is relatively good, and the adjustment of the growth sector has also entered the middle and late stages. The short -term "light index heavy stock" has entered a new round of layout. Based on long -term considering the recommendation of relatively balanced allocation, the industry focuses on: 1. Growth tracks such as military, semiconductor, photovoltaic and other sectors. 2. Automotive parts and pharmaceutical and consumer sectors under the expected economic recovery. For the market outlook, Yuan Huaming, general manager of Huahui Chuangfu Investment, believes that after continuous adjustment, the valuation of A shares is close to the bottom, and behind the low valuation is the prudent market sentiment brought by uncertainty. However, due to the recent introduction of the steady growth policy, strong strength, the market liquidity is relatively loose, the market continues to decline is not great, and the short -term market is more likely to maintain interval fluctuations and sector rotation performance. With the gradual elimination of relevant risk factors, the performance of the A -share market was still worth looking forward to. The 5th company of Xinhua Union soared more than 60%on September 20. The popular stock Xinhua Liana rose the daily limit again. As of the close, it was reported to 3.99 yuan, achieving 5 consecutive boards, with a cumulative increase of 60.89%. On September 20, the data of the Dragon Tiger List showed that the total buying total of 105.362 million yuan, accounting for 10.37%of the total turnover, totaling 91.1186 million yuan, accounting for 9.00%of the total turnover, the net purchase amount was 13.9176 million yuan, accounting for accounting for accounting for 13.9176 million yuan, accounting for accounting The total turnover ratio of the Dragon Tiger List is 7.10%. Public information shows that the company is a listing of a number of businesses such as the development and operation of the development and operation of the scenic spot, the development and construction of real estate projects, the general contracting, commercial management, hotel management, property services, and tourism services. company. In 2021, the company continued to improve the operating efficiency and profitability of the cultural tourism projects in the cultural tourism project, and accelerated the exfoliating speed of real estate projects and the disposal of large properties. 11 car stocks have a collective daily limit on September 20, and the automobile industry rose 1.8%, of which, Zhejiang Shibao, Guangdong Hongtu, Hunan Tianyan, Weichai Heavy Machinery, Aikodi, Zhengyu Industry, Shanghai Pu, Pu, and Shanghai 11 car stocks such as Langtai Co., Ltd., Guizhou tires, Jinfei Kaida, and Ruizhen mold have daily limit. For investment opportunities in the automotive industry, Great Wall Securities analysis believes that epidemic disturbances only delay the rhythm of the development of the auto market, but it will not change the direction of the car market. Under the influence of the epidemic, the 2022Q2 passenger car sector was short -term pressure, and the fascinating factors such as the reduction of vehicle purchase tax reduction, the peak season for the consumption season of Golden Jiuyin, and the decline in raw materials. In terms of investment suggestions, passenger vehicles are recommended: BYD, GAC Group; Passenger car parts section Recommended: Yinlun, Jiyi Technology, Chuanhuan Technology, Songyuan, Lan Dai Technology.

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