Ganneng's 8 -day stock price rose more than 98% of 11 daily limit stocks. Machinery and equipment institutions said that foreign inflows are still a big trend.

Wen | Zhao Ziqiang

On July 6, the Shanghai Index fell slightly after the opening of the Shanghai index slightly, and the 3,400 -point intersection was lost. Electronics, automobiles, communications and textiles and clothing have risen. How will the market be interpreted after the Shanghai Index annual line is blocked? On Wednesday, the three major stock indexes of A shares fell, and the deep market was slightly strong. As of the closing, the Shanghai Stock Exchange Index fell 1.43%to 3355.35 points, the Shenzhen Stock Exchange Index fell 1.25%to 12811.33 points, the GEM index fell 0.79%to 2802.72 points; The turnover reached 1086.64 billion yuan, and the net purchase of the north-north-north-north-north-north-north-northern-northern-northern-points purchase of -1.383 billion yuan. Generally speaking, individual stocks of the two cities rose less, and the transaction rose of 1,319 stocks of the 4,814 stocks. In terms of daily limit, 60 stocks have daily limit. Among them, 9 limit stock prices have risen more than 5 trading days. In terms of daily limit, 19 stocks have fallen. From the perspective of the industry, the number of daily limit of the mechanical and equipment industry is the first, reaching 11, followed by the car sector, and the number of daily limit shares is 9. Table: 5 consecutive days of rising and the closing daily limit shares today. Table: Zhao Ziqiang's perspective of the Shenwan -level industry, only 4 categories of 31 industries have risen. The car increased by 0.56%, and the largest decline was the coal industry, with a decline of 6.14%. Regarding the fluctuation of the market today, Zhao Yuanyuan, the investment director of the Jianhong era, said that the market has been regulated in the past two trading days, which is mainly affected by the recent domestic epidemic. There are signs of international risk aversion funds. The tightening speed of European currency or slowing down has promoted the strong US dollar in the near future, and has also exacerbated foreign capital outflows. However, we believe that under the guidance of enriching anti -epidemic experience, the impact of the domestic epidemic is only temporary, and foreign capital flows into A shares is still a big trend. Liu Youhua, deputy director of the Wealth Research Department of Paiwang.com, said that the market has encountered obvious pressure above 3400 points. The fluctuation adjustment effectively releases the pressure above the market, which is conducive to a better rise in the market outlook. Yang Ziyi, the research director of Zhongruiheyin, said that the index level maintained a broad shock judgment at the index level. In terms of operation, Ningshui Capital researcher Cheng Ping Geng said that the current market rebound is relatively high. As the performance of the interim reporting begins to disclose, the market sentiment will be cautious, and the market will have differentiated in the later period. High and valuable plates. Ganneng shares rose 7 consecutive boards on July 6, and Ganneng's shares rose daily again to close 11.53 yuan. Since June 27, it has risen for eight consecutive trading days on July 6, with a cumulative increase of 98.11% In the last 7 trading days, it has continuously harvested the daily limit. In terms of news, the company disclosed the number of online electricity in 2022. From January to June 2022, Ganneng's net electricity volume was 3.124 billion kilowatt -hours, a decrease of 13.80%from the same period last year, of which the market -oriented transaction power was 2.891 billion kWh, accounting for 92.54%of the online power, an increase of 29.12%over the same period last year last year. Essence The company's wholly -owned subsidiary Gao'an Jianshan Ganneng New Energy Co., Ltd. will build Ganneng Ganneng Ganneng Ganneng Ganneng Ganneng Ganneng Ganneng Gongneng Gongneng Gongneng Ken Kong Light Complement ground photovoltaic power generation project in Gao'an City. The total installed capacity of the project is about 50mW, and the supporting energy storage is 5MW/5MWH. The project type is Nongguang and Yuguang complementary. The total investment of the project is about 200 million yuan. The company therefore was selected as the concept of "energy storage". On July 6, the electronics industry rose, and the electronics industry rose at 0.58%. There are 131 stocks in the industry's 288 transactions, of which five stocks have risen. Regarding the investment in the electronics industry, Western Securities said that looking forward to the investment opportunities of the automotive electronic industry chain in the second half of 2022. IGBT, automotive storage, automobile computing, automotive optics, connectors, car PCB and other directions are ushered in huge innovation opportunities to start a new wave of scientific and technological innovation. First, as the epidemic relieves, industry demand recovers. The second automotive electronics industry chain is the gold track of the next ten years. The competitive pattern is better and the space for domestic replacement is broad. Third, new energy vehicles are expected to reshape the supply pattern of upstream components in automobiles, and more and more domestic electronic companies are involved in the automotive supply chain system. Huaxin Securities stated that the consumer electronics field, in the long run, the ecology of the AR/VR is gradually being established. It is recommended to pay attention to the manufacturing, components and chip companies in the industry. Intelligent changes bring a large number of automotive consumer electronics demand, such as the improvement of the demand for smart cockpits and car entertainment systems, large screens and interactions have become mainstream trends. It is expected that more consumer electronics companies will gradually enter automotive -related tracks. We recommend paying attention to cars. Manufacturers of electronic parts and vehicle -level components and corresponding structural parts. Although global macroeconomic pressures are facing macroeconomic pressure in 2022, the electronics industry still has structural investment opportunities to maintain a "increase" rating of the electronics industry. In the semiconductor field, Huajin Securities believes that the industrial and automotive industries in 2022 are still the best directions for demand. Because there are fewer suppliers such as industrial and vehicle high -standard areas, the overall manifestation is a state of short supply. However, the corresponding consumption of mobile phones, PCs, and appliances shows a decline, and related upstream consumer chips are manifested as the decline in the industry cycle.

Therefore, this year, the semiconductor industry must be a structural opportunity. It is recommended to focus on semiconductor companies that are mass -produced in the automotive market or the size of the field.Recommended reading

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