Gas faucet Buddhist burning energy 5 consecutive boards, 14 car stocks have a collective daily limit, what are the opportunities for A shares in rotation?

Author:Securities daily Time:2022.07.28

Our reporter Zhang Ying on March (July 27), the three major A -share index shocked slightly, and the turnover was still below trillion yuan. It is worth noting that today, in the case of themes of the subject matter, it still shows a hundred daily limit. What are the investment opportunities in the market A shares? From the perspective of Shen's one -level industry, today, 16 industries have achieved rising. Among them, the beauty care industry has risen 2.02%, and the increase in machinery and equipment, automobiles, power equipment and other industries has increased by more than 1%. In addition, the food and beverage industry has fallen first, falling more than 1%. In terms of the daily limit board, on July 27, there were 100 stock daily limit. Among them, there were 14 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 and the automotive industry have the largest limit, and they are all 14. They follow the public business industry with 10 daily limit shares. Table: Today's daily limit and more than 5 days of stocks, the situation of the stock production: Zhang Ying's market performance today, Hao Xinming, manager of Fangxin Wealth Investment Fund, believes that today's market shrinkage is closed, the index is weak, but the number of rises is more than the falling home. Numbers, the number of daily limits exceeds hundreds, and the emotions of investors are still hot, but hot tracks such as new energy signs of the short -term redeem revenue. After two months of large -level rebounds, the market sentiment was fully mobilized. Although the new energy track leading stocks rose at a high level, signs of diversion of funds to small and medium -cap stocks appeared. At present, the market is in the process of secondary bottoming, and the international situation is tight and the domestic epidemic is recurred. It is necessary to keep cautious. He Jinlong, general manager of Glore Investment, said that at present, under the support of factors such as relatively low domestic inflation and loose macro policies in China, the price of the Chinese stock market is relatively highlighted. Regarding the market outlook, Li Chunyu, manager of Rongzhi Investment Fund, believes that at present, the pressure on market adjustment has increased, and the short -term market has a high probability of maintaining a weak shock. In the long run, in the environment of economic recovery and the environment of liquidity, A shares are very limited, but the dilemma of overseas decline and thumbnail may cause disturbances to A shares. Essence Zhang Hui, chief investment officer of Huisheng Investment, said that from the perspective of the overall valuation, A shares are still at a low level, and the medium and long -term returns can be expected. Bring disturbances to the market. The 5 consecutive boards of Buddhist burning energy soared more than 60%. On July 27th, the gas -gas stocks in the gas of Buddhist stocks rose their daily limit again. As of the closing, it was reported at 15.14 yuan, and the daily limit of 5 consecutive trading days, with a cumulative rose of 61.06%. On July 20, the company issued a preview of the performance. It is expected that the net profit attributable to shareholders of listed companies from January to June 2022 was: 268.1483 million yuan, a change among the same period last year: 2.82%. Public information shows that the company will rely on the resources of gas industry customer resources to seize the photovoltaic market, and carry out business layouts such as electrochemical user side energy storage, cold storage energy storage and other business layout for the company's distributed photovoltaic power generation and energy storage business. The company will increase investment in the technology research and development of the photovoltaic industry chain through cooperation, independent research and development, etc., helping the company to create independent or cooperative brands in the small, fine, sharp, and special brand of photovoltaic industry chain, and achieve export technology and service profitability. The collective daily limit of 14 automotive stocks on July 27, the automotive industry rose, reaching 1.62%. Among them, Dai Mei, Langtai, Xiangyang Bearing, Jin Tuo, Junda, Aikodi, Yinlun, Shuangyuan Transmission, Feilong Co., Ltd., Wanan Technology, Poly Technology, Zhejiang Xiantong, Xiangxiang, Xiangxiang, Xiangxiang, Xiangxiang, Xiangxiang The 14 car stocks such as oil pumps have a collective daily limit. In terms of news, the National Bureau of Statistics released data on July 27th that in June, the profit of equipment manufacturing increased from decrease to increase, and the profit of the automotive industry increased significantly. In June, benefiting from the continuous recovery of the industrial chain supply chain, the profit manufacturing profit decreased from 9.0%year -on -year to an increase of 4.1%from May, and the rise of industrial enterprises above designated size was increased by 4.0 percentage points from the previous month. Essence Among them, the automobile manufacturing industry has accelerated the resumption of labor and resumption due to the production of car owners such as Shanghai and Jilin, and the profit has declined from a decline to a significant increase of 47.7%. The increase of 20.0%, 5.0%, and 2.8%, the profit increased from decrease; the profit industry's profits increased by 27.7%, maintaining rapid growth. Regarding the investment in the automotive industry, Guotai Junan analyzed that in the third quarter, the performance of the passenger car company under the sales of sales was expected to continue to grow high, and the sector moved towards risk preferences and performance double -wheel drive. Recommended intelligence+high prosperity new energy+independent brand, including three directions.

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