Perfect ending!June GEM refers to the rising 17%, and the northbound capital influx of nearly 73 billion yuan. How can A shares go in July?

Wen | Zhang Ying

On Thursday (June 30), the three major indexes of A shares rose collectively, and the turnover of the 6th consecutive trading day exceeded trillion yuan. Looking back on this month, the trend of A shares is strong, the three major stock indexes have increased by more than 6%, and the cumulative net purchase amount of the northbound funds this month is nearly 73 billion yuan. Can A shares continue in July? Where are the investment opportunities in the market? On June 30, the three major stock indexes fluctuated upward, and the collective closing rose. As of the closing, the Shanghai Stock Exchange Index rose 1.1%to 3398.62 points. The total turnover of the two cities exceeded 1158.8 billion yuan, which exceeded the 6th consecutive trading day of more than trillion yuan. Overall, individual stocks in the two cities rose more. Today is the last trading day in June. Looking back at the trend of the three major indexes of this month, a total of 6.66%during the Shanghai Stock Exchange Index period, a cumulative increase of 11.87%during the period of the Shenzhen Stock Exchange Index, and a cumulative increase of 16.86%during the GEM index; The net purchase amount reached 72.960 billion yuan. From the perspective of the Shenyin -level industry, 25 industries have achieved rising. Among them, the increase in the business retail industry rose 3.15%, followed by food, beauty care, social services, building materials, electricity equipment and medicine biology. The industries have increased by more than 2%. In addition, automotive, building decoration, computer and other industries have all declined. In terms of daily limit board, on June 30, 98 stocks rose daily limit. Among them, there were 19 daily limit stocks, and the stock price had risen more than 5 consecutive trading days. From the perspective of the industry, the social service industry has the largest limit of 12 stocks, reaching 12, followed by the number of daily limit shares in the basic chemical industry. Table: Rising on the 5th consecutive day and today's daily limit Stocks S conditioning: Zhang Ying's market performance today, Wang Cunying, manager of Longying Fugazawa Assets Fund, believes that today's Shanghai Index plate returns to 3,400 points, and the overall emotions have been repaired. Next, the broader market will still maintain a trend of shocks. Considering that 3400 points to 3500 points are the shock zone in February this year, the broader market index also needs to accumulate power to break through this range. It is expected that the short -term shock is still difficult to avoid, but the liquidity continues In the context, the real economy to stabilize recovery will bring a lot of structural opportunities to the market. It is recommended to focus on high -tech sectors that support policy support, and consumer sectors that benefit from economic recovery after the epidemic. Regarding the investment opportunities in the market outlook, Ningshui Capital Researcher Shen Shengcai said that since the market rebounded on April 27, every rapid decline has ushered in repair opportunities. With the arrival of the interim report performance forecast period, the performance risk of the interim report facing a round of boots to land, and the pressure on the index will gradually be reflected. Li Chunyu, the manager of Rongzhi Investment Fund, a subsidiary of Pai Lai.com, believes that the overall market has strong performance, a benign rotation of the sector, the profit margin of industrial enterprises has improved, real estate sales data has also improved. The obvious restoration situation has laid the foundation for the strengthening of the market. Short -term rebound will cause some pressure on A shares, and the uncertainty of overseas economies will increase, and the market has also diverged to the performance of listed companies' interim report. Need to be alert to the risk of short -term fluctuations. Yuekai Securities predicts that with the gradual implementation of the stable growth policy, the motion of peripheral disturbances and the slowdown of epidemic disturbances will gradually decline, and the domestic economic trend is better. In July, the market is expected to fluctuate. Layout, focusing on the two main lines. First, pay attention to the investment opportunities of high performance at a higher performance; second, grasp the main line of policy and focus on new energy and large consumption. Chuanyi Technology 6 consecutive boards soared nearly 80%on June 30. Popular stock Chuanyi Technology rose daily limit again. As of the close, it was reported at 21.21 yuan. The daily limit of 6 consecutive trading days, with a cumulative rose of 77.19%. According to the data of the Dragon Tiger List, the total buying total of 2520.255 million yuan, accounting for 13.30%of the total turnover, a total of 218.585 million yuan, accounting for 11.54%of the total turnover. The total transaction ratio is 7.11%. Public information shows that on June 23, 2022, the company intends to use the wholly -owned subsidiary to be a wholly -owned subsidiary, Haiying Huixin Enterprise, Mr. Yang Lei, and Mr. Yang Chongyi, a natural person, and the establishment of Sun company Chuanyi Sodium Electricity Technology. Sun Company's registered capital of 30 million yuan, of which Huanwei Electronics contributed 22.5 million yuan, accounting for 75%of the registered capital. The scientific and technological science of sodium Electricity of Electric Electricity: R & D, production, and sales of sodium ions and lithium -ion batteries, negative electrode materials, electrolytes and other raw materials; lithium ion battery, sodium ion battery, battery pack, battery management system and parts, lithium ion, lithium ion, lithium ion And the development, production, and sales of sodium ion battery energy storage system, power battery system, lithium ion and sodium ion battery production equipment, electricity and electrical products; automobile leasing; Exhibition service; domestic freight agency, engaged in cargo, technology import and export services. This investment and establishment of Jiangsu Chuanyi Sodium Electric Technology Co., Ltd. is a prudent decision made by the company's overall strategic layout and future development needs, and based on long -term interests. It aims to promote the company The development of new areas, new businesses, new technologies, and new markets will help further enhance the company's overall business capabilities and promote the company's long -term strategic development goals.

The business retail industry rose more than 3%on June 30, and the increase in the business retail industry rose 3.15%.Among them, three collective daily limits such as friendly groups, Sanjiang Shopping and Tongcheng Holdings.In this regard, China Galaxy Securities stated that it is concerned about the recent high -quality retail targets that promote consumption and stabilize economic policies, and maintain a high -quality retail target with strong definition operations.Shanghai Securities Analysis believes that the traditional offline retail industry has benefited from the stimulus of gradually recovering the traffic flow of the passenger flow. In the middle and long term, the negative external factors such as community group purchase and other industries will weaken.The main logic of future stable development.Recommended reading

The overall economic recovery has accelerated, and the manufacturing PMI returns above the critical point in June!

The Shanghai Index has 3400 points!8 tourist stocks join hands in the daily limit, institution: A shares are still on the rising channel

Photo | Site Cool Hero Bao Picture Editor | Sun Qian review | Zhao Ziqiang's final trial | Zhang Ye

- END -