The "Floor Floor" in Cuhua Jewelry Disk!30 stocks in the car sector have daily limit. Can this round of recovery rebound sustained?

Author:Securities daily Time:2022.06.24

Wen | Zhao Ziqiang

On Thursday (June 23), the three major A -share indexes fluctuated, and the Shanghai Index broke through the 3300 -point integer mark. The net purchase of funds in the north direction exceeded 12 billion yuan, and the turnover returned to more than trillion yuan. The automotive and national defense military industry has performed strongly. How will the market be interpreted after the A -share volume has risen? On June 23, the three major stock indexes of A shares rose sharply, and the deep market was slightly strong. As of the closing, the Shanghai Stock Exchange Index rose 1.62%to 3320.15 points, the Shenzhen Stock Exchange Index rose 2.19%to 12514.73 points, the GEM index rose 3.09%to 2760.10 points at 2760.10 points ; The total turnover of the two cities reached 1076.06 billion yuan, and the net purchase of funds northbound was 12.033 billion yuan. Generally speaking, individual stocks in the two cities rose less, and 4,809 stocks rose 4004 stocks. In terms of daily limit, 118 stocks have daily limit. Among them, 16 daily limit stocks have risen more than 5 trading days. In terms of daily limit, there are three stocks falling. From the perspective of the industry, the number of stocks in the automotive industry ranks first, reaching 30, followed by machinery and equipment, and the number of daily limit shares is 18. Table: Rising for more than 5 days in a row and today's closing daily limit Stocks List. Watch: From the perspective of Shenwan -level industry, all 31 categories have achieved rising. The highest increase is the automotive industry, with an increase of 5.53%. More than 5%. Regarding the sharp rise in the market today, Hu Po, the manager of Rongzhi Investment Fund under the row network, said that after a period of rebound, the index has now entered the overall pressure area, but the government's warm -ups have continued After a certain degree of adjustment, the monetary policy space has been magnified, and it has also launched the space for the later policies. In addition, after the A -share callback, the value of investment is even more prominent, and the overall flow of funds in the north shows a trend of flow. We are still optimistic about the main line of rebounding this round of recovery, but at the same time we need to pay close attention to whether a rotation phenomenon can be formed between each plate. This is the key to whether the market can continue. Huang Yi, director of investment director of Hongfeng Assets, said that the market has rebounded near the important pressure level half -year line. After a week of hard work, the Shanghai Stock Exchange Index has stood the first half of the year, and the GEM index will effectively break through the half -year line. The effective breakthrough of the Shanghai Stock Exchange Index will be eliminated and entering a new round of rising periods. Regarding the operation of the market outlook, Chen Xuan, general manager of Feiruan Investment, said that he is optimistic about the overall section of the new energy vehicle and the high -quality target of the science and technology board. In the third and fourth quarters, consumer liquor stocks still have room for rise. Short -term avoidance of the risk of stepping on the interim performance. Wang Lei, director of investment in assets, said that it is recommended to have a balanced strategy in the structure: steady growth+electricity. Steady growth has policy support, new demand for electricity, and performance support. Zhejiang Shibao rose nine consecutive boards on June 23, Zhejiang Shibao has risen again to 12.34 yuan. Since June 10, as of June 23, it has risen for 10 consecutive trading days, with a cumulative increase of 140.08%. Recently Nine trading days have continuously harvested the daily limit board. In response to the abnormal fluctuations of the company's A -share stocks, the company's board of directors checked the relevant matters, and the company believed that there was no information to be disclosed outside. Zhejiang Shibao has obtained three software copyrights in the research and development field of electronic control units in electric shift. At the same time, it has taken the lead in carrying out technology research and development related to automobile intelligent driving. In the Cuihua Jewelry Drive, the current Tiandi Jewelery opened on the morning of the 23rd with the daily limit board. After the opening, a straight -line decline appeared at 9:38. 100 million yuan, a turnover rate of 11.83%, and a total market value of 4.765 billion yuan. According to the public information of the Shenzhen Stock Exchange, the stock was on the list due to the daily share amplitude of 22.19%and the daily decline deviation value of -11.04%. On June 21, the Shenzhen Stock Exchange issued a letter of attention to the company on the change of the changes in the control of the Jewelry control, requiring Cuihua Jewelry to fail to provide the progress and specific arrangements of related matters in the suspension of the application document, which failed to provide relevant matters and complete arrangements. Discover the planning of major matters in time in accordance with the relevant guidelines, and the reasons for the suspension of trading carefully. Public information shows that Cuihua Jewelry is a "old -fashioned" company that is mainly engaged in jewelry design, processing, wholesale and retail. On June 23, the automotive industry rose, and the automotive industry rose at 5.53%. 221 stocks of the sector have risen in 229 transactions, of which 30 stocks rose daily limit. On the news, according to the China Institute of Information and Communication, in May, my country's new energy vehicle industry has achieved remarkable results, and the production and sales of new energy vehicles have exceeded 400,000 units. Get strongly boosted. Since mid -late May, the domestic epidemic has been effectively controlled, and the production capacity of the new energy vehicle industry chain related enterprises has been further released. At the same time, the Ministry of Industry and Information Technology will introduce the policy of new energy vehicles to the countryside with the Ministry of Agriculture and Rural Ministry, the Ministry of Commerce, and the National Energy Administration to promote The new energy vehicle market has hatched, and new energy vehicles are expected to continue to maintain a high -speed growth momentum. Regarding the investment in the automotive industry, Galaxy China stated that the current region has fully absorbed the experience of preventing and controlling the epidemic in Shanghai. The recovery of offline channel sales is expected to gradually enter the right track. We judge that the automotive industry has passed, and we continue to warm up.

It is recommended to pay attention to GAC Group (601238.SH), Changan Automobile (000625.SZ), Great Wall Motor (601633.SH/2333.HK); the parts industry is recommended to pay attention to Huayu (600741.SH), Coboda (603786.SH), Junsheng Electronics (600699.SH).Recommended reading

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