Shenma Electric 7 consecutive boards have soared nearly 100%.

Wen | Zhang Ying

On Monday (June 27), the three major A -share index fluttered throughout the board. The Shanghai Stock Exchange Index once approached the 3,400 intersection. In terms of hotspots, the coal and non -ferrous metal industries have risen, reproducing the "coal flying color dance" market. After two months of rebound, can the A -share market continue to rise? Where is the investment opportunity? On June 27, the three major indexes of the A -shares rose collectively. As of the closing, the Shanghai Stock Exchange Index rose 0.88%to 3379.19 points, and the Shenzhen Index rose 1.1%to 12825.57 points. 1228.8 billion yuan, the third consecutive trading day exceeded trillion yuan; the net purchase of the northbound capital was 7.265 billion yuan; in general, the two stocks rose more and fell more, rising to 2662 stocks, and a drop of 1,823 stocks. From the perspective of the Shenyin -level industry, 28 industries have achieved rising. Among them, the coal industry has risen to the top of 4.43%. Following closely, non -ferrous metals, commercial trade, agriculture, forestry, animal husbandry, fishing, and beauty care. More than 2%. In addition, only the three industries such as power equipment, steel and comprehensive have fallen slightly. In terms of daily limit board, on June 27, 118 stocks rose daily limit. Among them, 15 daily limit stocks, the stock price has risen more than 5 consecutive trading days. From the perspective of the industry, the mechanical and equipment industry has the largest limit, reaching 19, followed by three industries such as automobiles, basic chemicals and power equipment. The number of daily limit shares is 12, 12 and 11, respectively. Table: Rising on the 5th consecutive day and today's daily limit Stocks S conditioning: Zhang Ying's market performance today, Hu Po, the manager of Rongzhi Investment Fund under the row network, believes that the recent market hotspot has from the high prosperity new energy, photovoltaic and other sectors, and to the market. Traditional consumption and pharmaceutical values ​​have spread, and the entire market shows a benign interaction. The policies are also constantly warm. At the same time, the decline in commodities in the recent commodity is a good control for inflation. The market adjustment space in the future is not large, and it is still a strong upward pattern. Regarding the market outlook, Li Zhenhui, the research director of Jingshang Fund, proposed that this round of quotes have lasted for two months, and there is no weekly adjustment. There is a pressure on the adjustment of the short -term rising. From the perspective of the capital, the market funds may be more tight in the middle of the year. It is recommended that investors pay attention to control positions, maintain a good investment mentality, and pay attention to the specific investment targets with strong certain investment and policy -driven benefits. Yuan Huaming, general manager of Huahui Chuangfu Investment, said that liquidity and the improvement of investor emotional improvement brought about by the domestic epidemic marginal improvement and stable growth policies are the main thrust to promote the continued strengthening of the A -share market in the near future. Near the middle of the year, the market may have a situation where the volatile and waiting direction guidance may occur for a period of time. In terms of operation, Yuekai Securities suggested that the A -shares are currently showing strong toughness under the continuous disturbance of the peripheral environment. The market outlook may continue independent markets. The current market style switching features are initially displayed, the sector rotates faster, high price -earnings ratio and growth style are Occupy, as the disclosure period of the interim reporting performance is coming, it is recommended to lay out from the certainty of performance growth and high prosperity: 1) Benefiting a large consumer sector with strong consumer policies and high performance restoration. 2) New energy infrastructure sector with high demand for a long time and high performance. He Jinlong, general manager of Glimon Investment, believes that the market is recommended to pay attention to three directions: 1) the high -end manufacturing sector with continuous prosperity, and the logic of the penetration rate and the rise of market share; Building materials, securities firms, auto zero, agriculture and animal husbandry and other directions; 3) economic restoration benefits may be slow. At the same time, the impact of key signals and fundamental information of the amount of attention and fundamentals on the market macro factor on liquidity changes. Shenma Power 7 consecutive boards soared nearly 100%. On June 27th, popular stocks of Shenma Electric have once again rose daily limit. As of the close, it was reported at 22.19 yuan. Since June 17, 7 consecutive daily limit boards have been collected, and the cumulative increase of 94.99%during the period. On June 27, the Shenma Power Dragon Tiger List showed that the total buying total of 79.8878 million yuan, accounting for 5.47%of the total turnover, totaling 123.209 million yuan, accounting for 8.43%of the total turnover, and the net purchase amount -433.21 million Yuan, accounting for -21.33%of the total turnover of the Dragon Tiger List. Public information shows that the company is mainly engaged in the research and development, production and sales of products such as composite exterior insulation, transmission and distribution line composite insulation, and rubber seals. The compound external insulation product of the substation mainly includes a compound insulator of the substation (hollow composite insulation, pillar composite insulation), transformer composite sleeve, switch composite sleeve, etc.; At the same time, the company was developed by the company through in -depth research on electrical equipment sealing structures, sealing materials and seal installation process, and developed an overall seal solution for power equipment. In addition, the company has developed anti -flashing solutions through electrical design innovation, structural innovation and installation process innovation to develop anti -flashing solutions for the governance of the traditional porcelain and glass external insulation products of the power system. The industry believes that the recent trend of Shenma Power's stock price is related to the strengthening of the UHV sector. Dongguan Securities pointed out that the conflict between power supply and demand has increased the demand for high -speed power grids, and policies have promoted power grid companies to accelerate the construction of special high -voltage grids.

The demand for power supply and demand of power supply and demand to increase the demand for high -speed power grids. On the one hand, the demand for long -distance transportation of new energy power in the west has continued to increase, and the demand for UHV DC construction has continued to increase. On the other hand, the tension of power supply in some eastern regions is relatively serious, and the construction of UHV AC Power grid is accelerated. It is conducive to alleviating power supply tensions and promoting new energy consumption. The coal industry rose more than 4%on June 27. Affected by the rapid rise in coal consumption in power plants, the coal industry rose to the top of 4.43%. Among them, two stocks such as Haohua Energy and Huayang Co., Ltd. rose daily limit. According to data from the National Bureau of Statistics, from January to May, in the 41 industrial industries, the total profit of 16 industries increased year -on -year, of which the total profit of coal mining and washing industry increased by 1.75 times year -on -year. In May, the energy insurance supply policy was implemented in depth, and the output of energy products remained rapidly. In addition, the price of high prices was operating. Coal and petroleum increased the profit increase of 9.5 percentage points of the profit of industrial enterprises above designated size. In this regard, Cinda Securities analysis believes that it is currently in the early stages of the new round of the coal economy. The fundamental and policy -oriented resonance is currently allocated at this stage. In the country, the rhythm of re -production and resumption of work is slow, the coal inventory of ports is high, the pressure on the shipping of trading owners has increased, and the price of port coal is under pressure. Analysts said that they continue to look at the multi -coal sector and continue to recommend attention to the historic configuration opportunities of coal. From bottom to top, two main lines: first, Yankuang Energy, Shaanxi Coal Industry, China Shenhua, China Coal Energy, etc. with large space and extension of the endless extension, excellent resource endowment, and good company governance; There are high -quality alchemy companies with growth space, Pingjiang, Panjiang, Huaibei Mining, Shanxi Coking Coal. Recommended reading

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