The vehicle sector rose 4.37%again, and the net inflow of funds in the north was more than 1.6 billion yuan!The institution claims that A -share squatting time will not be too long

Wen | Zhao Ziqiang

On July 7, the three major stock indexes fluctuated early. As of 11:30 in the morning, the Shanghai Stock Exchange Index rose 0.51%to 3372.42 points; the increase of the Shenzhen Finger and the GEM index increased by 1.03%and 1.52%, respectively; The market has risen more and less. Among the 4815 trading stocks, the increase of stocks was 3042. From the perspective of funds, on the morning of July 7, the net purchase amount of the northbound capital reached 1.623 billion yuan. In terms of the two melands, as of July 6, the balance between the two and Shenzhen cities was 1618.44 billion yuan, an increase of 3.778 billion yuan from the previous trading day. Among them, the financing balance was 1,523.175 billion yuan, an increase of 4.444 billion yuan from the previous trading day; the balance of securities lending was 95.265 billion yuan, a decrease of 666 million yuan from the previous trading day. Table: On July 6th, the two -level industry two -level industry integration transaction situation: watchmaking: Zhao Ziqiang's news, early morning on Thursday, Beijing time, the Fed announced the June policy meeting minutes, reiterating the determination to crack down on inflation, implies that it might adopt more severe stricter Policies and measures. The 18 officials participating in the policy formulation meeting reached unusual consensus. Among the 11 members who voted, only the Kansas Fed Chairman Esther George supported 50 basis points of small interest rate hikes, including unsteady officials, all other officials, all other officials Both are in favor of 75 basis points of interest rate hikes. Overnight U.S. stocks closed, Dow rose 0.23%, the Na Index rose 0.35%, and the S & P 500 index rose 0.36%. Regarding the rise of U.S. stocks, British Securities Li Daxiao said that the counterattack of US stocks for two consecutive days is of great significance to the stability of the global stock market, indicating that the impact of the Fed's eagle posture on U.S. stocks may come to an end. Overnight, the oil and oil of the cloth fell below $ 100, and the copper fell from a high level of $ 10,845. It saw 7,291 US dollars overnight. The commodity products fell sharply, which greatly alleviated the global inflation pressure. At that time, the Fed's attitude may be adjusted. Regarding the trend of A shares, Qin Hong, a senior analyst at Jin Bailin Consulting, said that the trading logic of the short -term A -share market has changed, but the trend of long -term upward trend has not changed, but the speed of movement has slowed down and the rate is slow. In other words, as long as there is a certain and strong industrial engine, A shares will have a clear main investment line, which will attract more funds to hold the core line of the group, which will drive the A -share market to move forward strongly in the shock. Therefore, in terms of short -term, the A -share market will be shocking, but in terms of medium and long -term trends, it is still a clear upward trend line. Li Daxiao said that the decline in A shares may be just squat yesterday. The squatting is to rise to better. The rising capacity of A shares has not been fully released. Foreign capital is highly concerned. The prospects of long -term funds entering the market are still in the market. Maybe the squatting time will not be too long. In terms of Flush Industry, as of 11:30 on July 7, 58 of the 76 industries rose, accounting for 76.32%. The vehicle industry has risen at the top of 4.37%. In addition, the increase in automotive services and industrial metal industries has also increased by more than 3%. From the perspective of the leading vehicle industry, as of 11:30 on July 7, 23 stocks in the industry transactions rose across the board. 6 stocks rose more than 5%, and 3 stocks rose daily limit. From the perspective of capital flow, the net inflow of large funds in the vehicle industry in the morning reached 1.811 billion yuan, ranking second in various industries. According to the news, on the morning of July 7, the State Council's news office held a routine briefing meeting of the State Council to introduce stable and increased car consumption work, and answered reporters. Sheng Qiuping, deputy minister of the Ministry of Commerce, introduced that recently, the Ministry of Commerce, together with 16 departments including the Ministry of Industry and Information Technology, the Ministry of Housing, and Urban -Rural Development, released the "Several Measures on the Circulation of Automobile Circulation and Expanding Auto Consumption." The automotive industry is an important strategic and pillar industry for the national economy. It is an important area for steady growth and promoting consumption. In 2021, the retail sales of auto goods in the country reached 4.4 trillion yuan, accounting for 9.9%of the total retail sales of consumer goods, which is an important support for the consumer market. Guohai Securities said that from the central government to local automobile consumption stimulus policies, densely landed, Shanghai's comprehensive resumption of labor and resumption, Tesla resumed dual -class production, the basic aspects of the automotive industry are expected to improve rapidly. In May 2022, the penetration rate of new energy passenger cars has reached 26.4%, and the automotive industry has accelerated. The gross profit margin of Tesla and new forces has continued to increase. The vehicle valuation is redefined, and the NOA function redefines smart cars to cause arms competitions, hardware stacks, and large domestic alternative space. Maintain the "recommendation" rating of the automotive industry. In terms of targets, Guohai Securities recommends BYD, SAIC Group, Great Wall Motor, GAC Group, Changan Automobile, Yutong Bus, paying attention to Xiaopeng Automobile, ideal car, Weilai Automobile, Geely Automobile.

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