Jinzhi Technology harvested 7 consecutive boards, and the building decoration industry rose against the market.

Author:Securities daily Time:2022.07.12

Our reporter Zhang Ying on Tuesday (July 12), the three major Indoices of the A -share were shocked, and the amount could shrink, and the turnover was below trillion yuan. After the adjustment of A shares for 3 consecutive days, can it continue to strengthen? Where are the investment opportunities in the market? On July 12, the three major stock indexes closed down collectively. As of the closing, the Shanghai Stock Exchange Index fell 0.97%to 3281.47 points, the Shenzhen Stock Exchange Index fell 1.41%to 12439.27 points, the GEM index fell 2.34%to 2702.69 points; the total transactions of the two cities were 9768 9768 100 million yuan, ending a turnover of more than one trillion yuan in consecutive trading days in a row. The net sales amount northbound today reached 4.251 billion yuan. Generally speaking, individual stocks of the two cities have fallen more. From the perspective of Shen's one -level industry, today, 8 industries have achieved rising. Among them, the building decoration industry has risen 1.71%. Household appliances, coal, building materials, real estate, steel, non -silver finance, public utilities and other industries all industries and other industries. Realize the rise. In addition, medical, biological, forestry, animal husbandry and fishing, electronics, and automobile industries have fallen first, all of which exceeded 2%. In terms of daily limit board, on July 12, 58 stocks rose daily limit. Among them, there were 17 daily limit stocks, and the stock price had risen more than 4 consecutive trading days. From the perspective of the industry, the mechanical and equipment industry has the largest limit, reaching 7, followed by the two industries, such as power equipment and public utilities, with 6 daily limit shares. Table: Today's daily limit and continuous rise of 4 consecutive trading days Situation Situation Situation: Zhang Ying's market performance today, Hao Xinming, manager of Fangxin Wealth Investment Fund When buying, the amount can be obviously insufficient in the later stages of rebound. Recent adjustments have also been fulfilled to rebound income. In the case where the environment is not optimistic, the risk of secondary bottoming should be paid enough attention. Xia Fengjing, the manager of Rongzhi Investment Fund, a subsidiary of Pai Lai.com, said that there are three reasons for market adjustment in the near future. First of all, the pressure of market structure differentiation. Recently, new energy, semiconductor and other funds that have been led by the rise have exported a lot, and the pressure of profitability is relatively high. Secondly, the market continues to doubt whether liquidity performance. Third, the needs of internal adjustment are technical needs. The current valuation of value stocks is still low, and it is optimistic about structural opportunities during the disclosure of the interim report. Regarding the market outlook, Lang Yicheng, general manager of Furong Fund Research Department, believes that the current macro environment is still in the background of the basic direction and relatively loose liquidity. Although the central bank's inverse repurchase operation has been reduced to 3 billion yuan per day, the bank Inter -interest rates are still very low, and the short -term economy is still in a slow recovery trend, so there is no need to worry about the short -term steering of monetary policy. In terms of trend, the third quarter is still economic restoration, and as the fundamental recovery spreads to various industries, the high and low sections will be switched. It is recommended to configure a relatively balanced configuration, while grasping the semi -annual report performance exceeding the company. High -growth prosperity tracks such as technology and new energy are still focusing on the focus. At the same time, CITIC Securities stated that the market market has entered a critical time window. This year, the mid -year reporting season is the weakest macroeconomic data in recent years and the largest performance of listed companies. During the process of rapid recovery, the monthly level of valuation repair market tone has not changed; structural factors dominate, and the high prosperity of the interim report and the industry that appears at the inflection point is the most important configuration clue. Jinzhi Technology's 7 consecutive boards soared nearly 100%. On July 12, the popular stock Jinzhi Technology rose the daily limit again. As of the close, it was reported at 17.35 yuan, and the daily limit of 7 consecutive trading days was rising by 94.94%. Jin Zhi Technology released a preview of the performance notation shows that the company's net profit attributable to shareholders of listed companies from January to June 2022 is: 10 million yuan to 15 million yuan, which is from the same period of the same period last year: -75.6%to -63.39 %. In terms of performance changes, the net profit attributable to shareholders of listed companies in the first half of 2022 declined compared with the same period of the previous year, mainly for the transfer of 98.5%equity of Qianxin Energy in the same period of the previous year, and 60%of Qianhua Technology's equity generated a large amount. Investment income (belongs to non -frequent profit and loss) effects. 2. The company's net profit after deducting non -recurring profit and loss in the semi -annual deduction of unintegosed income in 2022 decreased compared with the same period of the previous year. The main reason was that the company's semi -annual income in 2022 was reduced compared with the previous year. On July 7, 2022, the company stated on the interactive platform that the company's low -carbon park construction plan involved technical applications such as energy storage and charging piles. The company holds 49%of Nanjing Energy Network New Energy Technology Development Co., Ltd., which is mainly engaged in the investment, construction and operation of charging and replacement stations, and also has investment, construction and operation in the field of distributed photovoltaic and energy storage. Public information shows that the company has long focused on the application research of automation, informatization, and intelligent technology in the field of smart energy and smart cities. It adheres to the core advantages of independent research and development and constructing and building a well -known enterprise in the industry. The smart energy business covers multiple fields such as intelligent power generation, intelligent transmission, power transmission, intelligent power distribution, power design and integrated operation and maintenance. In terms of smart city business, the company takes the Internet of Things, cloud computing, big data, and artificial intelligence applications as technical traction. Provide comprehensive solutions and services. The building decoration industry rose nearly 2%on July 12, and the building decoration industry rose 1.71%. Among them, two concept stocks such as Zhejiang Jiake and Zhejiang Construction Investment rose.

For investment opportunities in the building decoration industry, Soochow Securities suggests that you can follow in three directions. (1) There are highlights of the demand structure. Investment opportunities under the development of new businesses: Under the promotion of policy such as double -carbon strategy, green energy -saving building, etc., prefabricated buildings, energy saving and carbon reduction, and new energy -related infrastructure segments are more prosperous in infrastructure segments. High, companies with related transformation layouts are expected to benefit. (2) Steady growth continues to continue to force the infrastructure municipal chain prosperity and valuation improvement: optimistic about the historical low and stable infrastructure leading enterprises with a stable and stable performance. (3) The direction of state -owned enterprise reform: 2022 is the year of the three -year operation of state -owned enterprise reform. It is expected that the reform of state -owned enterprise reform is steadily promoted. Previously, reforms in corporate governance structure, enhanced incentives, mixed reforms, and improved efficiency and stimulus vitality were previously reformed. The dividend is expected to enter the release period. It is recommended to pay attention to the improvement of performance improvement under cost reduction, new business transformation layout, and asset reorganization. Picture | Site Cool Hero Bao Map Network Review | Editor Zhao Ziqiang | Sun Qian's final review | Dong Shaopeng