The main force flee, the performance line is not spiritual?These large pre -increased industry leaders fell numb

Zhongxin Jingwei, July 12th. On the 12th, the Shanghai Index fell 1.01%, and the GEM index fell 2.4%; the track stocks continued to show weakness, and the entire industrial chain, semiconductor, and CRO of the new energy vehicle led. Intersection

In the morning, Wind data showed that many industry leading stocks fell. Among them, the net outflows of the main funds of the northern rare earth, Yun Tianhua, and the main funds of the northern Huachuang exceeded 300 million yuan.

It is worth noting that the above -mentioned stocks have recently released performance trailers, and the semi -annual performance has risen sharply.

Wind screenshot

"V View Finance Report (WeChat ID: VG-VIEW)" According to Wind data, it was found that as of press time, there were 133 A shares disclosure performance forecast companies, accounting for only 6.35%. Among them, there are 81 companies with great performance.

Specifically, Nongfa Seed Industry, Tianhua Chaojing, Shengxin Lithium, Midland New Materials, and Yahua Group previewed the pre -increase of net profit in the upper limit, with 1523.65%, 1067.67%, 897.04%, 828%, respectively. , 618.52%.

Taken together, most listed companies in the new energy field are dazzling, and the performance of biomedicine, electronics, and computers is also more prominent.

There are many industry leaders. Such as Yaoming Kangde, Yun Tianhua, Northern Huachuang, Northern Rare Earth, Special Transformer, Shaanxi Coal Industry, Mingyang Smart, Tongwei Co., Ltd., and Asia Group, etc.

Judging from the preview of the first half of the year:

Yahua Group is expected to achieve a net profit of 2.122 billion yuan to 3.72 billion yuan, an increase of 542.79%-618.52%year-on-year;

Yaoming Kangde is expected to achieve net profit of 4.636 billion yuan, an increase of 73.29%year -on -year. Deducting non -net profit increased by about 81%year -on -year;

Yun Tianhua is expected to achieve a net profit of 3.45 billion yuan, an increase of 119.47%year -on -year. Deducting non -net profit increased by about 121.71%year -on -year;

Northern Huachen is expected to achieve net profit of 714 million yuan to 807 million yuan, an increase of 130%-160%year-on-year;

The northern rare earth is expected to achieve a net profit of about 2.956 billion yuan to 3156 billion yuan, a year-on-year increase of 45%-55%. Deducting non-net profit increased by 41.5%-52%year-on-year;

As of the afternoon closing, there were only two leading stocks in the industry.

Northern Huacchuang's 7.41%, the northern rare soil fell 4.72%, Yun Tianhua fell 3.91%, Yaoming Kangde fell 2.93%, Yahua Group fell 2.3%, special transformer fell 0.59%, Tongwei shares fell 0.56%, Shaanxi coal industry Rising 2.7%and Mingyang Smart rose 0.76%.

So, is the performance line really not?

With the disclosure of the semi -annual test list of the A -share semi -annual test sheet three days later, many brokers have recently stated that they need to pay attention to the performance of the interim report.

For example, Galaxy Securities said that due to the epidemic, A shares may increase volatility, but falling is an opportunity. It is necessary to look at the market shock with usual heart. In July, it will enter the performance driving trend, pay attention to performance, and pay attention to profitability. In July, the performance of listed companies 'interim reports began to disclose that performance -driven will become the core leading factors of the market. Investors' attention will return more to performance+profit, and lay out a strong track and industry in the pendulum of value.

CICC stated that since the end of April, the A -share market has continued to rise under the support of factors such as improvement, policies' positive efforts and relative liquidity, especially in particular. After the value is repaired, the interim performance may be one of the key factors for testing the rise of this round, especially the growth style. The market is expected to be structural opportunities in the second half of the year. A supporting field of performance may have excess returns in the market fluctuation environment.

In addition, according to the China Securities Journal, many interviewed private equity is also optimistic about the investment direction of the interim reporting performance exceeding the expected growth. (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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