The wind power equipment industry soared 3.66% of the three major indexes to fluctuate and differentiate agencies to predict the steady growth of the third quarter or exceed expectations

Our reporter Zhao Ziqiang on July 15th, the three major stock indexes shocked and differentiated, the Shanghai index performance was the weakest, and a slight decline in. As of 11:30 in the morning, the Shanghai Stock Exchange Index fell 0.24%to 3273.87 points; the increase of the Shenzhen Finger and the GEM index increased by 0.20%and 0.01%, respectively; the total turnover of the Shanghai and Shenzhen cities was 679.8 billion yuan; The market rose less, and of the 4,826 trading stocks, the rising shares were 1,611. From the perspective of funds, on the morning of July 15, the net purchase amount from the northbound capital reached-1.017 billion yuan. In terms of the two melands, as of July 14, the balance between the two and Shenzhen cities was 1623.194 billion yuan, an increase of 3.181 billion yuan from the previous trading day. Among them, the financing balance was 1,526.426 billion yuan, an increase of 1.791 billion yuan from the previous trading day; the balance of margin margin was 96.768 billion yuan, an increase of 1.39 billion yuan from the previous trading day. Table: On July 14th, the two -level industry two -level industry integration transaction situation: Table out: Zhao Ziqiang's oriental wealth industry, as of 11:30 on July 15th, 25 in the 86 industries rose, accounting for 29.07%. The wind power equipment industry has risen at the top of 3.66%. In addition, the automotive parts industry has also increased by more than 2%. From the perspective of the leading wind power equipment industry, as of 11:30 on July 15th, 19 stocks in the industry transactions rose, and 6 stocks rose more than 5%. From the perspective of capital flow, the net inflow of large orders in the wind power equipment industry in the morning reached 644 million yuan, ranking 5th in various industries. In June, the decline in thermal power was narrowed, and the growth rate of hydropower, wind power, and solar power generation accelerated from declining to increase, and nuclear power from increased to decline. Among them, thermal power decreased by 6.0%year -on -year, a decrease of 4.9 percentage points from the previous month; hydropower increased by 29.0%, and the growth rate increased by 2.3 percentage points from last month. Nuclear power decreased by 9.0%, and last month increased by 1.3%; wind power increased by 16.7%. Last month was 0.7%; solar power generation increased by 9.9%, an acceleration of 1.6 percentage points from last month. BOC Securities, the downward pressure on the performance of wind power parts enterprises in the first half of the year, and the release of the overweight in the second half of the year's installation demand to release the low -level operating volume is expected to improve significantly. On the evening of July 11, Sun and Moon shares released the semi-annual performance preview of 2022. In the first half of 2022, it is expected to achieve net profit of 0.92-103 million yuan, a year-on-year decrease of 78%-80%. The main reason is that the price of raw materials is still high. The decline in industry installation demand and the decline in the unit price of product sales. These factors are also generally faced by the entire wind power industry chain in the first half of 2022. Therefore The semi -annual performance forecast allows the market to be more pessimistic about wind power component companies to land. According to the above -mentioned potential grid -connected demand of 60GW above, more than 70%of the installation is expected to be carried out in the second half of the year. With the continuous release of installation demand in the second half of the year and the low operation of raw material prices, the volume of component companies is expected to improve significantly. In terms of targets, BOC Securities recommends Haili Wind Power, Hengrun Co., Ltd., Dajin Heavy Industry, Runbang Co., Ltd., and Taishengfeng. It is recommended to pay attention to Oriental Cable, Xinqianglian, Sun Moon, Jinlei, Tianshunfeng, Tianneng Heavy Industry, Heavy Industries, Heavy Industries Wait. Regarding the trend of the A -share market, Tianfeng Securities stated that it is expected that the steady growth of the third quarter may exceed expectations. On the one hand, the stock policy will be accelerated, and on the other hand, incremental policy will be accelerated. Dongguan Securities said that in terms of market environment, the Ministry of Finance stated that with the overall domestic epidemic prevention and control situation, it has been improved, and the policy measures for the stability of the economy will be effective. Compared with the same period of the previous year, after deducting the retained tax refund factor, the general public budget revenue in the country in June increased by 5.3%, the increase from negative to positive; according to the natural caliber of the non -deductible tax refund factors, decreased by 10.5%, and the decrease was significantly narrowed. In addition, the United States CPI rose 9.1%year -on -year in June, and the Federal Reserve raised a sharp interest rate in July. In the future, it is necessary to pay attention to the impact of changes in the peripheral environment on the abnormal flow of Chinese cross -border capital. According to Internet Securities, today's stock indexes may be faced with direction choices, and the Shanghai Index will be lost in the semi -annual line of the Shanghai Index. In terms of operation, keep proper cautious, avoid structural risks, reasonably regulate positions, and grasp the rotation rhythm of the sector.

Picture | Site Cool Hero Bao Map.com | Zhang Xin Nucle

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