A shares shock, and coal stocks work together to strengthen the market. Where is the market opportunity?

Our reporter Zhang Ying's three major indexes of A -shares shone and shocked on April (September 22). The Shanghai Stock Exchange Index hovered around 3100 points. Coal stocks joined hands with military stocks to strengthen, with an increase of more than 2%. Near the National Day holiday, how will the A -share market run? What other investment opportunities? On September 22, the three major indexes of the A -shares fell and fell collectively. As of the closing, the Shanghai Stock Exchange Index fell 0.27%to 3108.91 points, the Shenzhen Stock Exchange Index fell 0.84%to 11114.43 points, the GEM index fell 0.52%to 2319.42 points; It sold 3.649 billion yuan. Generally speaking, A shares have fallen more. From the perspective of the Shenlian industry, today, 7 industries have achieved rising. Among them, the coal industry and the national defense military industry have increased by more than 2%, reaching 2.75%and 2.31%, respectively. , Electric Power Equipment, Steel, Basic Chemical and Machinery and other industries have all risen. In addition, household electrical appliances, light industry manufacturing, media, pharmaceuticals, real estate, food and beverages and other industries have fallen first, all over 1.5%. In terms of daily limit board, on September 22, 38 stocks rose daily limit. Among them, 16 limit stocks, the stock price has risen more than 3 consecutive trading days. From the perspective of the industry, the basic chemical industry has the most daily limit stocks, up to 5, and 4 limit shares in industries such as power equipment, machinery and equipment, computers and light industry manufacturing are all. Table: Today's daily limit and have risen for 3 consecutive trading days. The situation of the above trading days: Table: Zhang Ying's recent market performance, Xiao Yu's general manager Li Shiyu believes that technical point of view, the current market is a typical "secondary return" , During the goal, the target directly points to the early low. Due to the protection of the heavy blue chip stocks, the Shanghai Index walked a relatively stronger, such as finance and real estate, but it represents the GEM index and the science and technology 50 index of the track stocks and growth small -cap stocks. At present, both have gradually declined to approach the low point of the previous index to find support. He Jinlong, general manager of Glimel Investment, said that after the market opened, the bottom of the market was picked up. After the shocks and declines, the military sector and software sector performed active, and the track stocks rebounded to a certain extent. The Fed's interest rate hike landing, the three major indexes were affected by this, and at the same time, the low emotions of the peripheral market also had an impact on A shares low. The 75bp interest rate hike is expected, so the Shanghai index rose after low opening and slightly measured. Before the interest rate hikes, A shares maintained a decline or fluctuation adjustment. After landing, they often rebounded emotional stability. The A -share in the market is not completely eliminated by the disturbance factors brought by the short -term risk factors. In the long run, the callback brings the market valuation correction correction and cost -effective increase. Regarding the market outlook, Cheng Liang, a thirty -three -degree capital fund manager, believes that there is a difficulty in the market in the near future, but it does not rule out a structural rebound before or after the festival. In the future, if the data is expected to turn in September and October, the probability of rebound will increase as a whole. Liu Wenting, a wealth researcher at the row network, said that after a period of decline, the overall valuation advantage of A shares began to highlight, superimposed on the Federal Reserve ’s interest rate hike boots to land, and in line with market expectations, we started to turn optimistic about A shares. In the future, with the continuous strengthening of my country's economic recovery, the pressure of RMB depreciation will be relieved, which will help attract foreign capital to increase RMB assets and drive A shares to strengthen. Tongxing Environmental Protection 4 consecutive boards soared more than 46%on September 22. On September 22, popular stocks Tongxing Environmental Protection once again rose daily limit. As of the close, it was reported at 23.73 yuan, achieving 4 consecutive boards, a cumulative increase of 46.39%. Tongxing Environmental Protection participated in the collective reception day of the 2022 Anhui listed company investor on the panoramic network on September 7. During the online exchange activity, investors' "I see your company's low -temperature SCR denitration catalyst production line project. On the 19th, the organization was completed and accepted. I would like to ask questions about the results of the acceptance and when to put into production. "The company's financial director Wang Pei said in response to investors' questions that the company will actively promote the acceptance of the low -temperature SCR denitration catalyst production line project project. , Further enhance the company's production capacity, expand the overall scale of the sector, and enhance the company's profitability and comprehensive competitiveness. Public information shows that the company is a well -known domestic non -electricity industry flue gas governance comprehensive service provider, mainly providing an ultra -low -emission overall solution for non -electrical industry enterprises such as steel, coking, building materials, including dust removal, desulfurization, degradation projects, and general contracting and degradation projects. Low -temperature SCR denitration catalyst. From process design, equipment development and manufacturing, organizational construction, installation and commissioning services, to the production of supporting renuct catalysts, the company's business covers the entire process of flue gas management. Nitrile catalysts, key dust removal, desulfurization and denitration system equipment.公司先后为宝钢湛江、鞍钢集团、唐钢集团、邯钢集团、莱钢集团、南钢集团、津西钢铁、敬业钢铁、瑞丰钢铁、神华巴能、峰峰集团、山西焦化、西山煤电、 Well -electrical enterprises such as Shanxi Meijin, Shanxi Meijin, Jinneng Technology, Kangheng Environment, Sun Paper, and Emerging Casting Tube provides flue gas treatment products and project services. The business covers more than 20 provinces and cities across the country. autonomous region. The coal industry rose 2.75%on September 22, and the coal industry rose 2.75%. Among them, the stocks such as Shanmei International and Huayang Co., Ltd. increased more than 8%.

Regarding investment opportunities in the coal industry, Galaxy Securities believes that coal prices have continued to rise in the near future. In terms of power coal, Beigang inventory has declined, and the supply of main producing areas has resumed slightly from the previous month. The demand for replenishment is still supporting coal prices in the upcoming off -season. In terms of non -electrical demand, coal consumption in the chemical industry has risen significantly in the past two weeks. In terms of coking coal, the coking coal inventory of the downstream steel plant is at a historical low, the demand for replenishment is rising, and the price of coking coal is expected to stabilize and recover. The repair of the real estate industry chain will also boost the coal coking steel industry chain. In terms of coke, as the profit of the steel mill has begun to improve, and the inventory is low, it is expected that coke prices will also rise steadily. We have an optimistic expectation of coal demand in the fourth quarter, thinking that it will expand from the previous month, and the demand for medium -term coal will also be effectively improved under the stable growth policy. Open source securities stated that the fundamentals of coal maintained strongly, and traditional energy is ushered in the logic of the "golden age and value restructuring" coal supply constraints. Profit and dividends will stand on the new steps, and traditional energy is ushered in the "golden age and value reorganization". Overseas and non -electrical coal elastic beneficiaries: Yoshiyura Energy and Orchid Creation; beneficiary bids that are not affected by the increase in the proportion of the year: China Shenhua, China Coal Energy, Shaanxi Coal Industry, and Jin Control Coal Industry; Energy Transformation beneficiaries: Huayang Co., Ltd., Meijin Energy, Electric Investment Energy; Currencies The demand for coking is expected to improve logic benefits: Shanxi coking coal, flat coal shares; high growth target: Guanghui Energy. Picture | Site Cool Hero Bao Map Network Review | Editor Zhao Ziqiang | Sun Qian's final review | Zhang Ye

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