Basic chemical and automotive industry daily limit shares exceeded 16 institutions: three factors support A shares to strengthen

Wen | Zhao Ziqiang

On Friday (June 24), the three major A -share indexes continued to rise, and the net purchase of funds in the north was over 9.6 billion yuan. The household appliances and power equipment industries have performed strongly. The Shanghai Index has set a new high since the closing of the Shanghai Finger on Friday. How will the market market be interpreted? Today, the three major stock indexes of A -share continued to rise, and still maintained a weakened pattern. As of the closing, the Shanghai Stock Exchange Index rose 0.89%to 3349.75 points. ; The total turnover of the two cities reached 1160.27 billion yuan. Generally speaking, individual stocks in the two cities rose more and less, and 4,808 stocks rose 3040 stocks. In terms of northbound funds, 9.617 billion yuan in net purchases from northbound funds on Friday, counted as a net purchase of 12.033 billion yuan on Thursday. The two northbound funds for two trading days bought a total of 21.65 billion yuan. From the perspective of the Shenyin -level industry, 25 in the 31 types of industries have increased, and the highest increase is the household appliance industry, an increase of 3.01%, followed by the following power equipment, social services, national defense military industry, and food and beverages. 2%. From the perspective of the hotspot sector, the attractions and tourist sectors have led the rise of 7.6%; the photovoltaic sector continues to strengthen, and 16 concept stocks have daily limit; HJT batteries, hotels and catering, kitchen and bathroom appliances, online tourism, CRO concepts, white home appliances and other sectors performance Active; the education sector leads the decline, coal mining and processing, precious metal, China and South Korea free trade zone, oil and gas mining and services, banking, water conservancy and other sectors have fallen first. In terms of daily limit stocks, 119 stocks have daily limit. Among them, there are 14 daily limit stocks, and the stock price has risen more than 5 trading days. In terms of daily limit, five stocks have fallen. From the perspective of the industry, the number of daily limit stocks in the basic chemical industry ranks first, reaching 17, followed by car and machinery and equipment, and the number of daily limit shares is 16 and 11, respectively. Table: Rising for 5 consecutive days and the closing daily limit stocks today: Zhao Ziqiang's strong performance on the market this week, Xia Fengjing, the manager of Rongzhi Investment Fund, a subsidiary of Laiwang.com, said that the market has maintained a strong market this week. Many empty expectations. In particular, the GEM index performed very well, and the main reason was that the new energy, automobiles, semiconductor and other sectors were promoted. The broad -foundation index was differentiated, and the industry and sectors were uneven cold and cold. Education, games, and cultural media, which performed well last week, had fallen significantly. So when the rebound market evolves to the middle section, how to choose the direction of configuration is the key. The reasons for the strong market are summarizing the following three points: the first look at the recovery. Optimistic with the promotion of active and powerful policies, the economy gradually comes out of the trough. From the data of the Bureau of Statistics in May, the added value of the industry has changed from negative to positive year -on -year, and from a decrease of 2.5%to a growth rate of 0.7%. The recovery of the manufacturing industry is relatively obvious, and the economic recovery is initially verified. Furthermore, the data of the second and third quarters is also worth looking forward to. Secondly, look at the funds. At present, there is abundant liquidity, and the repurchase interest rate on the market continues to be low. In the case of the month -on -month decline of house prices in 70 cities, the stock market is still the largest and most attractive reservoir. The third depends on the valuation. Even after a wave of rebounds, the overall valuation of the current market is at a low position except for individual industries. Li Ran, general manager of Zhejiang Ether Investment, said that from the perspective of the macro cycle, the world is already in the depression cycle. Whether the new cycle can be opened will wait until the United States declines before observation. But my country is different. The worst period of us has passed. It is probably the first time that my country has entered the new cycle of recovery globally in the macro cycle. Therefore, we generally believe that during the recovery cycle, the economic fundamentals are generally better, and the valuation bottom has appeared. It is expected that in the future, the performance will be completed. There will be a better market. In terms of operation, Zhao Yuanyuan, director of investment director of Jianhong, suggested that the current market rotation is accelerating. For the main line such as new energy, investors should participate in dirty and hold it until the middle of next month. For other low -level stimuli varieties, you should not chase the rise and participate at low levels. I am still more optimistic about the market in the third quarter. At present, the domestic economy is only restored to half before the epidemic in March, and domestic liquidity will not be tightened. The weakening of foreign commodities will cool down from inflation abroad, which is beneficial to emerging markets like A shares. On June 24, the household appliance industry rose, and the household appliance industry rose at 3.01%. There are 65 stocks in 77 transactions, of which 8 stocks have risen. According to the news, the "2022 China Set Home Appliance Research Report" recently released by Aoweun.com shows that the home appliances are the most promising in the four small scenes of the home appliances in the kitchen, living room, balcony, and bathroom. Yuan. Scene -based home appliances set solutions ushered in a period of rapid growth, and Chinese home appliance retail is entering the scene plan to resolve the era. For investment in the household appliance industry, Central Plains Securities will give the industry a "stronger than the city" investment rating. Considering that the current supply of noodle and home appliance companies actively promotes the upgrading of the industrial structure, the quality and intelligence level of product quality and intelligence continues to improve. At the same time, the implementation of a series of guidelines and measures such as "tax reduction and fee reduction" and "steady growth, consumption promotion", and the home appliance industry in the home appliance industry And the market is expected to usher in recovery in the short term. We believe that under the environment where the overall high -end transformation of the industry is accelerated and the market demand -oriented is enhanced, the following segments have better investment opportunities under high boom and high growth space.

In terms of targeting, Bohai Securities recommends that the Group (000333), Haier Zhijia (600690), Gree Electric (000651), Beiding (300824), Zhejiang Meida (002677), Yitian Smart (300911), Mars (300911), Mars (300824) 300894) and Xinbao (002705). Jitai's 11 consecutive daily limit boards are now on June 24, and Jitai shares has re -daily limit, and 11 daily limit boards have been collected. As of the close, the stock reported at 17.13 yuan, with a rate of 24.05%, and the turnover was 1.456 billion yuan, with a total market value of 6.385 billion yuan. Since June 10, Jitai has increased by 185.98%. On June 24th, the Dragon Tiger List data shows that the top five buying and selling business departments on the list total of 253 million yuan, of which 117 million yuan was bought, the sales turnover was 137 million yuan, and the total net sold 20164,900 Yuan. In terms of transactions, the average transaction price was 16.75 yuan, the premium rate was -2.22%, the transaction volume was 1.333 million shares, and the transaction value was 22.33 million yuan. The stock price of Jitai's shares fluctuated abnormally, causing the attention of regulators. On June 21, the Shenzhen Stock Exchange issued a letter of concern to Jitai. The company is required to be listed in the gross profit margin of electronic glue in the field of new energy vehicles and photovoltaic components, in hand orders, market demand and stability, company production capacity and downstream customers. On the evening of the 22nd, Jitai Co., Ltd. again issued an abnormal fluctuation announcement that the company's current operating situation is normal, and major changes will occur in the internal and external operating environment. The company's main business has no major changes at present, and major changes have undergone fundamentals. It is worth noting that despite the continuous rise in the company's stock price, the company's important shareholders of the company have reduced their holdings as of June 23. On June 23, 2022, the company's board of directors received the "Notice on the Progress of the Progress of the Holding Holding Holding Holding Holding Holding Holding Holding Holding Holding Holding Holding Holding Holding Holdings Co., Ltd.". Mr. Ma Yinliang reduced its holdings of 139 shares, accounting for 0.00004%of the company's total share capital. Mr. Lin Wuxuan, Ms. Zhou Yaman, and Mr. Luo Hongqiao did not reduce the holding of the company's shares during this period of reduction. This time the holding plan is more than half. Recommended reading

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Picture | Site Cool Hero Bao Map.com

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