1102 stocks rose, and the coal sector was very strong ... In the first half of 2022, A -share events, come!

On July 1, today's broader market shock adjusted, and the GEM fingers led the decline. On the disk, the performance of the interim reporting is expected to perform strong resource plates, and lithium ore, cultivation of diamonds, chemical industries and other sectors have risen sharply. In terms of track stocks, the car stock rebounded in the afternoon, but the overall rebound strength was limited. The interior of the photovoltaic sector has severely differentiated, and the middle and lower reaches of the industrial chain such as components have fallen greatly.

In terms of sectors, the increase in sectors such as diamonds, salt lake lithium, phosphorus chemical, fertilizer and other sectors have risen, and tourism hotels, airport shipping, education, HJT batteries and other sectors have fallen first.

Yesterday, in the first half of 2022, the A -share market officially ended.

In the first half of 2022, how did A shares perform?

What are the financial affairs that are worth paying attention to?

What about the next market?

Follow the editor, review and look forward to:

2022 look back in the first half of the year

In the first half of 2022, the big event looked back:

East Digital West Calculation: In the beginning of 2022, the national "East Nigne West Calculation" project was fully launched. This is the first time that my country has raised computing power resources to the height of basic resources such as water, electricity, gas, and another historic project with global overall planning and collaborative optimization for national resources distribution and economic development.

Beijing Winter Olympics: On February 4, 2022, the Beijing Winter Olympics officially opened in 2022. The Chinese delegation refreshed two records of the gold medal and medals of the single Winter Olympics with 9 gold, 4 silver and 2 copper, and ranked gold medal. The third place in the list created the best achievements in history since participating in the Winter Olympics in 1980. In the Winter Olympics, the ice pier with fire, and the ice and snow economy took advantage of the situation.

Russia and Ukraine conflict: In February 2022, the Russian -Ukraine conflict broke out and continued until now. Affected by the conflict, the international geopolitical pattern has changed, and the prices of commodities such as crude oil and natural gas have continued to rise, and the "natural gas ruble" was born. In addition, food prices have also risen, and many countries have tightened food exports. The conflict is still continuing, and the impact on all aspects is still continuing.

Central Bank RRR cut: On April 15, the central bank announced that it decided to reduce the deposit reserve ratio of financial institutions at 0.25 percentage points on April 25, 2022. This reduction is a comprehensive reduction, and a total of about 530 billion yuan of long -term funds is released. Regarding comprehensive consideration after the reduction, the central bank stated that it will continue to implement a stable monetary policy.

The Securities Regulatory Commission's heavy voice and fully maintain the smooth operation of the capital market: At the end of the May Day holiday this year, before the opening of the A shares, the Securities Regulatory Commission, the Central Bank, and the Banking Insurance Regulatory Commission spoke together. The CSRC stated that leading cadres at all levels of the system should adhere to the stability of the words, seek steady progress, strengthen the bottom line thinking, strengthen responsibility, seek truth and pragmatic, and fully maintain the smooth operation of the capital market.

On the same day, the official website of the Central Bank and the CBRC also released news to introduce the main contents of the special conferences. The two major financial minists and commissions both studied and deployed specific implementation measures for economic growth, capital markets, real estate, and platform economies.

The central bank lowered LPR: In the first half of this year, the central bank lowered LPR twice. At present, the 1 -year LPR quotation is 3.7%, and the LPR quotation of more than 5 years is 4.45%. With the reduction of LPR, the domestic loan interest rate in China has also been reduced. Under the premise of living in the house, the house purchase policy has been moderately relaxed in many places in China.

Stabilizing the economic market meeting: On May 25th, the State Council held a telephone conference on the national market to stabilize the economic market to strengthen the confidence of all parties. Participants of the conference covered the main responsible person in the district and county level, and the scale of the meeting was estimated to exceed 100,000.

On the same day, the State Council issued major policies: revitalizing the effective investment of existing assets, and proposed strong and effective measures from the aspects of reducing and exemption, reducing costs, optimizing supply, and integrating funds to help more small and medium -sized enterprises "crossing difficulties."

Federal Reserve Interest: Inflation and CPI, which is trapped in the United States, rose. At 2 am on June 16, Beijing time, the Fed announced that the federal fund interest rate was raised by 75 basis points. This is the third rate of interest rate hikes this year. It is also the largest single rate hike since November 1994. Many views believe that the world has entered the era of currency tightening.

In the first half of 2022, A shares fell in general, and the index was suppressed first

In the first half of the year, the main indexes showed the "Deep V" trend of the first and then Yang. The adjustment momentum in the first half was violent. Recently, the GEM index and science and technology innovation have increased by more than 30 % from the low level of the year.

In the first half of the year, the main indexes of A -share fell to varying degrees. Among them, the Shanghai Stock Exchange Index fell smaller, with 6.63%.

From the global perspective, in the first half of this year, the performance of important stock market indexes in the world has fallen. The performance of multinational stock markets has been the worst in recent years. The three major US stock indexes have reached the largest decline in ten years.

A shares and Hong Kong stocks have performed relatively anti -declines, and they have greatly won important stock indexes such as the United States, South Korea, France, and India.

In the first half of 2022, a total of 1,102 stocks in the two cities rose up

In terms of individual stocks, Wind data shows that in the first half of 2022, 1102 stocks rose, 23 stocks rose more than 100%, 8 stocks rose more than 200%; 3,557 stocks fell, and 160 stocks were flat.

Among them, Zhejiang Construction Investment (002761) led A shares. In the first half of 2022, it rose as high as 310.51%. %, 276.85%, 276.01%. Top Ten Bulls stocks are distributed in the industry decoration, automobiles, non -ferrous metals, pharmaceuticals, communications, social services, transportation, transportation, coal, and real estate industries.

In the first half of 2022, the coal sector performed the best, rising 31.38%

In the first half of this year, the coal index became the only one of the Shenwan -level industry indexes that recorded the rise, and the cumulative increase was as high as 31.38%. Since the broader market has a rebound, power equipment, cars, and non -ferrous metals have obviously led. Throughout the first half of the year, coal, transportation, real estate, banks, etc. are at the forefront.

Specifically, benefiting from the periodic industries such as coal and other cyclical industries, since 2022, the coal industry alone has made money, and the average net profit of households exceeds 40,000 yuan. The industry also earned 23,800 yuan in the same period last year.

In the first half of 2022, the new energy sources flourished and the ascendant

The latest data released by the Federation of Federation showed that the sales of new energy vehicles in the main manufacturers in June increased at a rapid growth. It is expected that nearly 500,000 new energy vehicles were retail in June this year, which may reach a record high.

At present, the domestic new energy vehicle market is fiercely fighting. BYD, Tesla, Weilai, ideal, Xiaopeng, zero running ... all road companies want to share a share in this field. As far as domestic car companies are concerned, BYD has a stunt with DMI, blade batteries, and hold hundreds of thousands of orders to laugh at the shopping mall. Other car companies should not be underestimated, relying on one product to compete for the market.

Outside of the vehicle company, the battery manufacturer represented by Ningde Times also performed very strong. The stock price and the market are flourishing, and an emerging industry has risen.

How to perform the market in 2022?

From the perspective of the 2022 strategy released by dozens of securities firms, most securities firms have a more positive attitude towards the trend of China's economy and A shares in the second half of the year.

Open source Securities: A shares still have further increase in power and space. Mainly based on the following views: (1) The surplus of flow tends to expand. (2) Domestic economic driving force is expected to rise marginous. (3) In the second half of the year, corporate profits are expected to improve significantly from the previous month. (4) The A -share market does not have the overheating transaction and reasonable valuation. (5) Overseas currency tightening has a limited impact on domestic or relatively limited.

Suggestion suggestions in July: The perspective of maintaining the growth style or the main line of the market remains unchanged. It is recommended that the direction of large -scale increasing dishes will focus on the growth of new energy, semiconductors and military industries that grow up. From macro to micro -micro, they all have strong fundamental support.

Galaxy Securities: Since rebounding on April 27, small -cap stocks have rebounded better than large -cap stocks, growth stocks are better than value stocks, and small amounts of small funds are better than (super) large (middle) single funds flow. The exploration of stocks and growth stocks is even more related. Pre -judgment: In the second half of the year, small -cap stocks and growth stocks will continue to work due to market emotions. After the fundamentals will continue to be repaired, blue -chip stocks and value stocks may usher in better opportunities.

Ping An Securities: In the second half of the year, the overall environment of the A -share market is expected to be in good edge, the fundamentals are expected to recover and repair, the liquidity increases, and the growth industry is expected to continue the high prosperity. However, some uncertain factors may cause the overall restoration rhythm to more twists and turns. In the medium and long term, they can pay close attention to inflation changes to prevent the risk of global inflation pressure to domestic.

CICC: The current valuation of A shares is at a low level of historic interval and has a mid -line value. However, in the second half of the year, the inner and outer environment of the market may still face certain challenges. In the second half of the year, the upper half of the market needs more positive catalyst support. For investors, the industry configuration should be "stable", and then attack and then attack.

Planning: Zhang Xiaowou, Fenglin

Text, pictures: Zhang Xiaowou, Fenglin

The point of view in the article is for reference only, and does not constitute investment advice. Investment is risky, and you need to be cautious to enter the market.

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