Songzhi Co., Ltd. has soared more than 130%, and the rise of the real estate industry has risen more than 3%. Where does the A -share market market go?

Wen | Zhang Ying

On Wednesday (June 29), the amount of A shares fell, the three major indexes closed down collectively, and the turnover of the fifth consecutive trading day exceeded the trillion yuan. In terms of hotspots, the real estate industry has strengthened the market against the market, and five real estate stocks have a collective daily limit. After the Shanghai Index lost 3400 points, is the A -shares rebound? Where does the back market go from? On June 29, the three major stock indexs fluctuated and fell, and the collective closure was closed. As of the closing, the Shanghai Stock Exchange Index fell 1.4%to 3361.52 points, and the Shenzhen Stock Exchange Index fell 2.2%to 12696.5 points; A total of 1316.2 billion yuan, the fifth consecutive trading day exceeded the trillion yuan; the net sold of 1.683 billion yuan in northbound funds was sold. Generally speaking, individual stocks of the two cities have fallen more. From the perspective of Shen's one -level industry, only three industries have achieved rising. Among them, the real estate industry has risen to the top of 3.41%. Following the two industries such as construction decoration and banking, they have achieved rising. In addition, automobiles and power equipment industries have fallen by 4%. In terms of daily limit board, on June 29, 73 stocks rose daily limit. Among them, 28 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 of the daily limit stock, reaching 9, followed by the power equipment industry, and the number of daily limit shares is 7. In addition, on June 29, 53 stocks fell, of which the automotive industry had the largest limit to 15. Table: Rising on the 5th consecutive day and today's daily limit Stocks S conditioning: Zhang Ying's market performance today, Liu Youhua, deputy director of the Wealth Research Department of Laiwang.com believes that the market volume of the market has fallen today, and the Shanghai Index has lost 3,400 points. There was a tide of limit in the automobile sector. For the market outlook, the market cannot be judged to enter the adjustment cycle directly, because the market trend in the early stage is strong, and the market will not directly enter the adjustment cycle instantly. The market outlook should still be high. Secondly, there should be a large number of empty funds waiting outside the field, so the support below should be greater; in the end, after the market is adjusted today, it is beneficial to the market market. Essence Zhao Yuanyuan, the investment director of the Jianhong era, said that due to the influence of the Fed officials' once -the -alarms of the wind and tightening, today's capital flowing out of A shares and weaker indexes. But this is just a health adjustment in the upward process. In the middle period, domestic and foreign factors support A shares strong in the third quarter. In terms of industry configuration suggestions, the market as the core force that is the most rising in this round may continue until the announcement of the car sales data in the middle of next month. Driven by multiple factors such as fundamentals and market surfaces, the market will spread to other optional consumer goods. In addition, the decline in Europe and the United States is expected to drive foreign investment into A shares to help raise the valuation of the consumer sector. Regarding the market outlook, Ma Cheng, chairman of Juze Investment, believes that the Shanghai Stock Exchange Index has rebounded from 2863 points, up to 3414 points. In the short term, the index is currently facing an important resistance area in the early stage. At the same time, the profit plate pressure at the bottom is also increasing, the more the index rises, and the greater the risk of short -term callback. From a fundamental point of view, the main driving force of this wave of rebound is a series of measures issued by my country to stimulate the economy. It is believed that my country's economy will be repaired rapidly in the third quarter, and the stock market often reflects the expectations of this economic recovery in advance. It is expected that the rebound of this wave is nearing the end, and the market will be dominated by weak shocks in the later period. During this period, there are still structural opportunities. The 9th consecutive board of Songzhi rose more than 130%on June 29. The popular stock Songzhi shares rose the daily limit again. As of the closing, it was reported at 14.55 yuan, the daily limit of 9 consecutive trading days, and the cumulative rose of 136.59%during the period. After the closing today, Songzhi shares announced that the company's stock transaction price three consecutive trading days (June 27, 2022, June 28, June 29, 2022) closing prices increased by more than 20%. The relevant provisions of the Securities Exchange Stock Trading Rules are the case where the stock transaction is abnormal. After self -inspection by the board of directors, the company's operating situation was greatly affected in the second quarter of 2022 due to the Shanghai epidemic, and the production was gradually re -production. The company's internal and external operating environment has not undergone other major changes. As of now, the company, the controlling shareholder, and the actual controller have no major information that involves the company's disclosure but not disclosed, or in the planning stage. Public information shows that the company specializes in the research and development, production and sales of heat management related products in the fields of automotive, rail transit, and cold chain logistics, and is one of the leading enterprises of domestic auto thermal management related products. The company's product coverage is relatively comprehensive, and it has been widely used in various types of vehicles such as large and medium -sized passenger cars, passenger cars, dedicated vehicles, trucks, light passenger cars, rail cars and frozen refrigerated cars. During the reporting period, the company has included products such as automotive air -conditioning related core parts, automotive air -conditioning systems, vehicle battery thermal management related components and systems, ATS engine cooling systems. In addition, the company has begun to enter the battery heat management industry of the energy storage power station from the reporting period, mainly to provide the energy storage power station with water -cold battery thermal management system -related products. The real estate industry rose more than 3%on June 29, and the real estate industry rose against the market, rising from 3.41%. Among them, 5 real estate stocks such as Goldland Group, Lu Shang Development, Binjiang Group, Deep House A, and Cinda Real Estate had a collective daily limit.

In this regard, Guoxin Securities analysis stated that real estate sales showed signs of recovery to pay attention to real estate chain investment opportunities such as cement and building materials. Recently, the national epidemic prevention and control situation is gradually improving. A series of policies and measures have been introduced in many places to promote resumption of work and re -production. Provide potential elasticity for subsequent demand, and recent high -frequency data of real estate sales has shown a significant warming trend. It is expected to boost market confidence in the short term. At the same time, from the latest macro monthly data, infrastructure and real estate related data also show signs of marginal improvement. It is recommended to pay attention to related varieties that are based on infrastructure and real estate demand and valuations. In terms of operation, BOC International Securities recommends focusing on three main lines: 1) State -owned enterprises and private leading real estate companies that nationalized layouts: Poly Development, Goldland Group, China Merchants Shekou, Longhu Group, China Resources Land; Type state -owned enterprise leaders and high -quality private enterprises: Jianfa International, Yuexiu Real Estate, Midea Real Estate, Binjiang Group; 3) Policies can pay more attention to the elastic reversal standard: Xuhui Holdings Group, Xincheng Holdings, Country Garden. Recommended reading

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