Coal mining and processing rose nearly 3% of Li Daxiao: Seven reasons to support A shares to continue

Wen | Zhao Ziqiang

On July 5, the Shanghai index fell slightly after the Shanghai index opened slightly, and the three major stock indexes fell in early trading. As of 11:30 in the morning, the Shanghai Stock Exchange Index fell 0.19%to 3398.98 points; the Shenzhen Stock Exchange Index and the GEM index fell 0.71%; the total turnover of the Shanghai and Shenzhen cities was 750.61 billion yuan; in general, the A -share market rose less less Falling a lot, of 4809 stocks, rising shares to 1133. From the perspective of funds, on the morning of July 5th, the net outflow of the northbound capital was 920 million yuan. In terms of the two melands, as of July 4, the balance between the two and Shenzhen cities was 16,10665 billion yuan, an increase of 10.218 billion yuan from the previous trading day. Among them, the financing balance was 1515.368 billion yuan, an increase of 8.169 billion yuan from the previous trading day; the balance of margin margin was 95.297 billion yuan, an increase of 2.049 billion yuan from the previous trading day. Table: On July 4th, the two -level industry two -level industry integration transaction situation: watchmaking: Zhao Ziqiang's performance and influence on the first day of the ETF interconnection, British Securities Li Daxiao said that the first day of the ETF interconnection was well performed well. A large number of institutions' live water will use this mechanism to enter the market in endlessly, which can be expected in the future. Li Daxiao further stated that foreign investment is the living water of the Chinese stock market. In June, foreign investment exceeded 70 billion yuan, and the speed of entry was accelerated. The introduction of the ETF interconnection mechanism helps foreign capital to accelerate the market, because multiple ETFs and index relationships are associated with index connection. High, the impact on the index will become more and more obvious, and it is also one of the reasons why A shares have recently shown that they continue to rise. Regarding the trend of the broader market, Li Daxiao believes that although the market has fallen high today, it is still expected to break up upwards, and even challenge the year line. There are reasons. First, my country's stable economic growth policy is strong, and economic recovery is good. Second, the global financial market is expected to be fully expected to the Fed's phased tightening policy. Third, the decline of commodities decreases the pressure of inflation. Fourth, the United States has become increasingly strong to cancel the voices of unreasonable tariffs on China. If it is implemented, it will form a major benefit. Fifth, ETF interconnection leads to live water. Sixth, the fund issuance is good, over 410 billion yuan in the second quarter, a 54%month -on -month. Seventh, the sound of the shortness became weak. At the operational level, online information securities stated that the three major stock indexes rebounded rebounds yesterday. The Shanghai Index wanted to test the pressure near the annual line. In terms of operation, the light index heavy stocks, avoid structural risks, reasonably regulate positions, and grasp the rotation rhythm of the sector.适当关注基建、CXO概念、国产芯片、半导体、移动电源、操作系统、全屋智能、机器人、碳化硅、单晶硅等板块个股机会，注意回避高位股、退市预期、解禁减持、消费、 Petroleum, metal, coal and other sectors adjust the pressure. In terms of Flush Industry, as of 11:30 on July 5th, 13 categories of 76 industries rose, accounting for 17.11%. Coal mining and processing rose at the top of 2.87%. In addition, the chemical raw material industry also increased by more than 2%. From the perspective of the leading coal mining and processing industry, as of 11:30 on July 5th, 33 stocks in the industry trading rose, of which, Shanghai Energy, Orchid Science and Technology and Electric Investment Energy rose by more than 5%. From the perspective of capital flow, the net inflow of large orders in the morning of coal mining and processing reached 609 million yuan, ranking first in various industries. According to the news, Zhang Hong, a spokesman for the China Coal Industry Association, said in an interview with the media that in the first five months of this year, the national coal production was 1.81 billion tons, an increase of 10.4%year -on -year. Historically, it should be said that the national coal supply guarantee capacity has increased significantly. Zhang Hong said that with the arrival of peak summer coal periods, the demand for coal has gradually rebounded, but at the same time, this year, the national hydropower and new energy power generation continues to maintain a rapid growth trend, and the role of coal replacement is also increasing. The national coal market this summer will continue to maintain a slightly loose situation. The first securities said that the global coal consumption of 2021 rose 6%year -on -year, and it is expected to maintain growth in 2022. According to the latest data of BP, the global economy has accelerated, and global coal consumption increased by 6%in 2021, an increase of new high since 2014. Among them, China ’s coal consumption in 2021 increased by 4.9%year -on -year, accounting for 53.8%of the total global coal consumption. In 2022, the land conflict, in August, began a new round of energy resistance against Russia, energy prices rose sharply, and many European countries restarted coal projects. In addition, India and others were affected by the weather. Global coal prices have formed strong support. In terms of targets, the first securities suggestion: Power Coal focuses on Yankuang Energy, Shaanxi Coal Industry; coking coal focusing on Ping Coal Co., Ltd. and Shanxi Coking Coal.

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