In June, the four major consumption segmented industries of financing customers in the four major consumption industries bought 13.6 billion yuan

At the beginning of the second half of the year, investors opened a new round of investment. Recently, the large consumer field has become the investment direction recommended by major securities firms in the medium -term strategy report.

Consumer industries such as cars, food, beverage, medicine, and home appliances (hereinafter referred to as the "four industries") have different performance in the first quarter of this year, but have been popular in the market recently, and a wave of strong markets have been taken out. Whether the big consumption segment can continue the rising market in the second half of the year has become a topic that investors pay close attention.

10 companies

The first half

In the first quarter of this year, the market fluctuated, and the first quarter performance of the consumer industries was also different. Specifically, in the first quarter of this year, the super 30 % of the company's net profit attributable to mothers achieved year -on -year growth. Nearly 50 % of the company's net profit of the food and beverage industry achieved a year -on -year growth of the mother's net profit. The home appliance industry exceeded 60 % of the company's net profit to the mother's net profit.

In this regard, Qin Hong, a senior analyst of Jin Bailin Consulting interviewed by the reporter of the Securities Daily, said that the profit growth of related companies in the automotive industry in the first quarter of this year was mainly due to the rapid development of new energy vehicles to inject new vitality into my country's automobile industry.

Entering the second half of the year, investors pay close attention to the interim performance previews of listed companies. As of the close of July 1st, a total of 11 companies in the four industries took the lead in the first half of the 2022 performance trailer: 10 companies' performance pre -happy, and only one company is expected to decrease slightly in the first half of the year.

"Automobile, food, beverage, household appliances and other industries have been greatly affected by the epidemic in the first quarter of this year. As the epidemic prevention and control situation is better, the growth of related industries in the second half of the year is expected to increase." Ma Cheng, chairman of Juze Investment, accepts " The Securities Daily said in an interview.

Zhuang Hongdong, manager of cheese fund fund, told reporters that some companies in the food beverages and home appliances industry are not ideal, mainly due to the increase in price increases, demand and cost end pressure on upstream raw materials. In the second half of the year, the performance of related industries is expected to gradually recover and improve. On the one hand, the adverse factors affecting consumption are gradually weakening, and demand is gradually recovering. On the other hand, the decline in the price of commodities is relatively obvious, and the cost end pressure is expected to be lifted.

Since June

The four industry indexes rose more than 9%

Individual stocks in the large consumption field have recently achieved better market performance. According to the data of Tonghua Shun, since June, as of the close of July 1, a total of 14.86%during the automotive industry (the industry index, the same below), the cumulative increase of 12.26%during the food and beverage industry, and the cumulative increase of 10.15 during the pharmaceutical and biological industry 10.15 %, A cumulative increase of 9.72%during the home appliance industry industry. In addition, industries such as business retail, social services, and transportation have also risen to varying degrees.

In this regard, Ma Cheng said that since May, various localities have introduced consumer policies. Therefore, in June, the overall performance of relevant individual stocks in the large consumer field has performed well. Among them, the automotive industry's individual stocks have performed the best. In the second half of the year, consumption is still one of the main tracks of major institutions.

It is worth mentioning that some stocks in the four industries are favored by financing customers in June. In June, 78 stocks in the automotive industry were bought by financiers, with a total net purchase amount of 7.148 billion yuan; 26 stocks in the food and beverage industry were bought by financiers, with a total net purchase amount of 1.509 billion yuan; pharmaceuticals and creatures; There are 110 stocks in the industry who have been bought by financiers, with a total net purchase amount of 3.266 billion yuan; 16 stocks in the home appliance industry have been bought by financiers, with a total net purchase amount of 1.684 billion yuan. The above four major industries have received 13.607 billion yuan in financing Personal Concern.

Speaking of investment opportunities in the second half of the year, Qin Hong believes that the performance of the automotive industry is more worthy of expectations, and the trend of electricization and intelligence is worthy of attention. Benefiting from the smooth advancement of re -production and re -production, the performance of the consumer industry such as food, beverage, home appliances, and consumer industries is also worth looking forward to.

Reporter Zhao Ziqiang

Learr reporter Chu Lijun

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