The breeding sector rose more than 4%, and nearly 1 billion yuan of funds raised!Institution: The market is short in the short term or still exists up

Author:Securities daily Time:2022.07.04

Wen | Zhao Ziqiang

On July 4, the A -shares opened slightly in the early morning, and then the three major stock indexes fluctuated. As of 11:30 in the morning, the Shanghai Stock Exchange Index rose 0.14%to 3392.22 points; the increase of the Shenzhen Stock Exchange and the GEM index increased by 0.90%and 1.35%, respectively; The market rose less, and of the 4804 transactions, the increase of 2,243 stocks. From the perspective of funds, on the morning of July 4, the net purchase amount northbound funds reached 2.773 billion yuan. In terms of the two melands, as of July 1, the balance between the two and Shenzhen cities was 1600.447 billion yuan, a decrease of 2.884 billion yuan from the previous trading day. Among them, the financing balance was 150.7199 billion yuan, a decrease of 2.57 billion yuan from the previous trading day; the balance of margin margin was 93.248 billion yuan, a decrease of 314 million yuan from the previous trading day. Table: On July 1st, the two -level industry two -level industry integration transaction situation: Table out: Zhao Ziqiang's fall on the decline of US stocks on Friday may have the impact on A shares. A round of independence, which has something to do with the determination of stable economic growth in my country, has a relative relaxed liquidity in China, and it also has something to do with the stock market in advance. In the second half of the year, the stable economic growth policy will still make efforts, and data in the third quarter will be significantly improved. The decline in US stocks will weaken the drag on China stocks and Hong Kong stocks and A shares. If the counterattack is strong, it will also help. Overall, the trend of gravity slowly moved up has not changed. Regarding the investment opportunities of the market outlook, CITIC Construction Investment stated that since the end of April, the market has been in the "sweet window period" after the "golden pit". The characteristics of this stage are the fundamentals of the fundamentals. Fix from extreme low. At present, fundamental restoration is still continuing, and the stable growth policy still has room for power, and the market may still have upward inertia in the short term. Looking forward to the market outlook, investors also need to pay attention to the "sweet window period" is often unconventional and will not continue for a long time. In the future, it is necessary to pay attention to whether the pitch recovery slows down and the marginal changes in the liquidity of the financial market. At the operational level, online information securities stated that due to the warmth of the weekend news, the stock indexes of the two cities will rebound slightly today. Pay attention to the continuity of the stock index rebound and the 5 -day moving average support below. In operation, the light index has a heavy stock, avoiding structural risks, and rationally regulating positions. From the perspective of today's morning market, in terms of fellow flowers, as of 11:30 on July 4, 41 of the 76 industries rose, accounting for 53.95%. The pioneering industry has reached 4.07%. In addition, the medical service industry has also increased by more than 3%; the industries with the first decline are semiconductor and components, down 2.63%. From the perspective of the leading farming industry, as of 11:30 on July 4th, 26 stocks in the industry transactions rose, of which Zhengbang Science and Technology seal the daily limit board. From the perspective of capital flow, the net inflow of funds in the breeding industry in the morning reached 949 million yuan, ranking first in various industries. According to the news, the State Bureau of Statistics announced on July 4th that according to the monitoring of the market prices of 50 major types of important production materials in the national circulation field, compared with mid -June 2022, the price of 6 products rose. 40 kinds of decline, 4 kinds of flat. Among them, the price of pigs (three yuan) rose 11.6%month -on -month. Everbright Securities said that in the livestock breeding industry, 41.92 million sows can be traveled at the end of May, a slight increase of a month -on -month (41.77 million heads at the end of April). According to the prediction of the historical column coefficient method, the potential column capacity of the Q4 in 2022 was 16.473 million, and the demand for 179.35 million raw pigs in the Q4 single quarter of 2021 was estimated. Maintain the upward view of the pig cycle. Guangzhou Securities stated that the realization of the industry's early production capacity or exceeding expectations, and the achievements of dewlocularization gradually appeared. At the same time, the epidemic is stable and stimulated to stimulate the consumer side from light to prosperous. In the medium and long term, it is continuously optimistic about the price of pig prices, high or exceeding expectations. The profitability of pig farming companies has continued to improve, and it is expected to achieve a profit throughout the year. In terms of targets, it is recommended to pay attention to the original stocks of pigs with cost advantages, as well as Wen's shares with cash flow and large growth space.