The three major characteristics of 66 stocks in nearly 8 trading days have highlighted investment potential

Author:Securities daily Time:2022.07.05

Wen | Zhang Ying Chu Lijun

Recently, as the market has gradually risen, market transactions have also continued to active. On July 4, the total turnover of the Shanghai and Shenzhen cities was 1130.4 billion yuan, which exceeded the eighth consecutive trading day to exceed trillion yuan. At the same time, the strong stocks, which have performed well during the period, also received market attention. Tonghua Shun data shows that since the 8 trading days since June 23, after excluding new stocks this year, a total of 66 stock markets in the A -share market have created a total of 66 stock prices. History is new, showing strength. Among them, 56 strong stocks won the Shanghai Stock Exchange Index (a total of 4.23%during the period). Further sorted out and found that the above 66 stocks with new historical highs mainly present the following three characteristics: First, nearly 80 % of the company's net profit in the first quarter of this year has achieved year -on -year growth. Specifically, 52 of the 66 stocks mentioned above have achieved a year -on -year increase in net profit in the first quarter of this year, accounting for 78.79%. In addition, seven companies took the lead in issuing performance trailers in the first half of this year, all of which were pre -increased, namely Jiayou International, Excellent New Energy, Zhongbing Red Arrow, Zhenhua Technology, Rhein Biology, Double Ring Transmission, and Middle Materials. The second is mainly concentrated in the three major industries. From the perspective of Shen's one -level industry, the above 66 stocks with new historical highs are mainly concentrated in the three major industries. Among them, the number of electric equipment, automobiles, and basic chemicals is the top, with 16, 8, and 8 respectively. In this regard, Yuan Huaming, general manager of Huahui Chuangfu Investment, said in an interview with a reporter from the Securities Daily that these strong stocks generally have good fundamentals and are distributed in several industries with high prosperity or improving. The upper market is mainly promoted by the improvement of investors' emotional improvement and liquidity loose in the market, and some industries have benefited relatively. Third, more than 70 % of stocks are optimistic. In the past month, the above -mentioned strong stocks have also been optimistic about the institution. Specifically, 49 stocks have given "buy" or "increase holdings" and other optimistic rating, accounting for more than 70 %. Among them, Zhongtian Technology has the most optimistic rating. It is 9 times, and the number of stocks such as Changjiang Electric Power, Zhongbing Red Arrow, Changan Automobile, and Junting Hotel have been optimistic about the rating. In terms of investment opportunities, Liu Jixin, assistant to Rongzhi Investment Fund, an interviewed by a reporter from the Securities Daily, said that there are two main reasons for the market performance of the good stocks. For actual performance support, you can see that these strong stocks are mainly concentrated in high booming power equipment, basic chemicals and automobile industries, and the probability of these industries in the second half of the year will continue to highlight the high prosperity, providing a guarantee for the continuous growth of the company's performance; in addition On the one hand, the probability of pre -increased performance of these strong shares of interim reports is very high, and even some companies may exceed expectations, and each year there will be a wave of interim performance markets. Among them, the pre -increased or even expected individual stocks are expected to continue. Previous strong performance. "In the third quarter, my country's economic stability has a greater opportunity, and there is support for loose liquidity and stable growth policies. There is a momentum and opportunity for the A -share market. The market environment is more favorable for the further performance of strong stocks. The rotation of the current market sector is relatively fast, and some stock price fluctuates relatively large. Investors still need to pay attention to the rhythm to avoid buying at a high position. "Yuan Huaming told reporters. Table: Creating a new high -rise stock list that has increased by more than 20%since June 23: Chu Lijun