Chuanyi Technology 7 consecutive boards have soared by nearly 100%, and the environmental protection industry rises against the market. Maybe the style of July will switch?

Wen | Zhang Ying

On Friday (July 1), the three major A -share indexes fell, and the turnover of the 7th consecutive trading day exceeded trillion yuan. In terms of hotspots, public utilities, environmental protection and other industries have increased, attracting much attention. Can A shares continue to strengthen in July? Where are the investment opportunities in the market? Looking back on the market this week, the three major indexes have risen and declined. From the perspective of Shen's one -level industry, today, 12 industries have achieved rising. Among them, the public utilization industry rose 2.07%, followed by environmental protection, steel, non -ferrous metals, basic chemicals, machinery and equipment and other industries , Increased by more than 1%. Social services, beauty care, business retail and other industries have fallen among industries. In terms of daily limit board, on July 1, 80 stocks rose daily limit. Among them, there were 7 daily limit stocks, and the stock price had 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 stocks, reaching 16, followed by the public business industry, and the number of daily limit shares is 8. Table: On July 1, 16 mechanical and equipment industry's daily limit stocks were made: Zhang Ying's market performance today, Yuan Huaming, general manager of Huahui Chuangfu Investment, said that due to continuous high rising A -share market, there are some adjustments to adjust the market. In addition, the turbulence of the peripheral market and the near weekend, investors' emotions are suppressed, these two factors should be the main reason for the adjustment of the market today. Xia Fengjing, the manager of Rongzhi Investment Fund, a subsidiary of Pai Lai.com, believes that the market has shocked on Friday, which is mainly affected by technological adjustment pressure. On the one hand, the rotation of the industry is close to the end. The growth of stocks with a high degree of prosperity has differentiated, and the signs of funds out of funds are relatively obvious. On the other hand, the Shanghai Stock Exchange Index faces the pressure on the platform in February. Thursday was the day of the semi -annual ending. Although the increase in rising but lack of transaction volume, the adjustment on Friday was reasonable. For the market outlook, Huang Yi, director of investment in Hongfeng Assets, believes that the current Shanghai Stock Exchange Index and the GEM index have rebounded close to the important pressure level. It is expected that the market will consolidate at this position, which is mainly structural in the short term. For market conditions in the second half of the year, it is mainly optimistic about the following industries and sectors: 1. New energy industry chain, including photovoltaic, wind power, and energy storage. Terminal demand will continue to grow high in the next few years; (Traditional fuel vehicles and new energy vehicles), are optimistic about the entire industrial chain related to automobiles, car parts, automotive electronics, and power batteries; 3. Agricultural security, information security, national defense security related to national security, and subdivided industries, subdivided industries, and subdivided industries. Including the breeding industry, planting, agricultural chemical, computer, semiconductor, communication, national defense military workers; 4. Infrastructure sector that exceeds the expected performance of semi -annual reports; Commercial retail, food and beverages, pig farming; 6. There are opportunities for up -to -rise in low valuations or early stagnation sectors, such as medical services, traditional Chinese medicine, pharmaceutical commerce, and large financial sectors. Guosheng Securities said that the market entered July, and its style may be switched. The car sector that had previously led the rising car fell first, and institutions or companies with active funds or tendency to increase performance. With the sharp rise in photovoltaic and wind power, the market may have appeared in new markets. In the hotspot direction, after the interim performance disclosure, many listed companies may have differentiation. A group of companies' profit growth will have a bottom effect in the middle of the year. In the future, with the repair of the balance sheet, the marginal effect of profit growth has improved, and the stock price is also the stock price. It will be repaired and pays attention to the opportunity to make up the rise of semiconductor, military, consumer electronics, and large consumer. Chuanyi Technology 7 consecutive boards soared nearly 100%. On July 1st, popular stock Chuanyi Technology rose the daily limit again. As of the close, it was reported at 23.33 yuan, and the daily limit of 7 consecutive trading days was rising by 94.9%. After the closing today, the Dragon Tiger List data shows that the total of 2520.255 million yuan was bought, accounting for 13.30%of the total turnover, and the total sold was 218.585 million yuan, accounting for 11.54%of the total turnover, and the net purchase amount was 33.403 million yuan, accounting for the Dragon Tiger Tiger The total turnover ratio of the list was 7.11%. In the first quarter of 2022, the top ten shareholders held 170.7145 million shares, an increase of 1.706 million shares from the previous period, accounting for 59.35%of the total share capital, and the main control of the main control plate was high. Public information shows that the company is mainly engaged in the design, research and development, manufacturing and sales of various types of printing circuit boards. The company also mainly engages in the design, research and development, manufacturing and sales of various types of input equipment. According to different downstream applications, the company's input equipment products can be divided into notebook/desktop computer keyboard, touch module and mouse, etc. It is specifically applied to downstream computer products such as desktop computers, laptops, tablets, etc. In the field of input equipment, the company is a well -known industry's keyboard, mouse and touch module producers, and some products rank first in the market field. The environmental protection industry rose 2%on July 1, and the environmental protection industry rose 2%. Among them, three concept stocks such as Baichuan Changyin, Junior High School Water Affairs, and*ST Botian have a collective daily limit. Regarding investment opportunities in the environmental protection industry, Guosheng Securities stated that the environmental protection sector has performed in a downturn in the past three years, and valuations and positions are still low. Pollution control operations such as waste treatment are the key industries, and they are optimistic about enterprises with strong technical advantages and high barriers.

Minsheng Securities mentioned that it is affected by factors such as hazardous waste treatment and production capacity mismatch. The capacity utilization rate is low. In the future, there will be room for further integration. The concentration of the industry is expected to be improved;Enterprises mainly expand production capacity through extension mergers and acquisitions; in the first half of 2022, due to the impact of the epidemic, the performance of related enterprises related to hazardous waste resources may have greatly fluctuated, and the performance of the second half of the year became stable.Recommended reading

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