Financial Associated Press Afternoon

time:2023-01-28 04:39:18 source:clevelanddrifters.com author:Individual stock recommendation
Financial Associated Press Afternoon

1. [Review of the market in early trading] The broader market opened lower in early trading and rebounded after a shock. The three major indexes were close to turning red, and the Science and Technology 50 Index rose by more than 1%. On the disk, the track stocks rebounded at the opening, led by photovoltaic-related sectors, and the daily limit of Mubang Hi-Tech, Tuori Xinneng, etc. In addition, the military, semiconductor and other sectors were active for a time, but then rose and fell. Consumer stocks strengthened during the session, with sectors such as hotel tourism and food processing leading the way, black sesame 4 consecutive boards, Haixin Foods and Manor Ranch daily limit. On the downside, real estate stocks fell into adjustment. In general, individual stocks rose more and fell less, and more than 2,600 stocks in the two cities rose. The half-day turnover of the Shanghai and Shenzhen stock markets reached 553.6 billion, a decrease of 35.4 billion from the morning of the previous trading day. In terms of sectors, sectors such as hotels, heat pumps, TOPCON batteries, and oil and gas are among the top gainers, while sectors such as real estate services, CRO, small metals, and cloud games are among the top losers. As of the close, the Shanghai Composite Index fell 0.14%, the Shenzhen Component Index fell 0.38%, and the ChiNext Index fell 0.24%. In terms of northbound funds, Shanghai Stock Connect had a net inflow of 695 million in early trading, and Shenzhen Stock Connect had a net inflow of 1.798 billion in early trading. A total of 41 stocks in the two cities have their daily limit (excluding ST and new stocks that have not yet opened), 16 stocks have not closed their daily limit, and the closing rate of the two cities is 75%. There are 9 consecutive stocks in the two cities. Among them, agricultural stock Black Sesame won 4 consecutive boards, petrochemical stocks Daqing Huake, heat pump concept stocks Wanhe Electric achieved 3 consecutive boards, Shennandian A, Hongda Xingye, Kaien Co., Ltd., Sanwei Chemical, and HBP achieved 2 consecutive boards . From the perspective of the sector, the direction of the track has ushered in a repairing rebound today. Among them, TOPCon battery is the top gainer. Among them, Mubang Hi-Tech Daily Limit, JinkoSolar, Yijing Optoelectronics, Jolywood, Trina Solar and other stocks are among the top gainers. . However, from a technical point of view, after TOPCon stocks experienced a continuous decline in volume last week, the medium-term trend of individual stocks within the sector has obvious doubts about weakening. The repair rebound this morning is still the first short-term rebound From a perspective, it is still necessary to pay attention to the follow-up risk control. The heat pump sector was again the top gainer. Among them, Kangsheng, Binglun Environment, Wanhe Electric, and Sunrise Oriental, Desen, Taifu Pump and other stocks were among the top gainers. CITIC Construction Investment believes that the energy issue is still the core contradiction in the current economic adjustment period. Some of the crowded indicators such as the turnover ratio/turnover rate of some popular track industries have eased recently. After the style swings back in stages, you can focus on the prosperity. Low penetration rate track. It is expected that the European energy crisis will accelerate the process of renewable energy heating replacement in Europe, and the air energy heat pump track will continue to be booming. As the largest heat pump exporter in Europe, my country is expected to continue to benefit. Therefore, under the background that the European energy crisis cannot be improved in a short period of time, this theme is expected to be active again and again in the follow-up. The shipbuilding sector was again the top gainer, among which CSSC Technology rose by the daily limit, and individual stocks such as CSSC Defense and Yaxing Anchor Chain followed up. According to statistics from Clarksons, a shipping consultancy, there were 82 new ship orders worldwide in July, of which 46 were received by Chinese shipyards. From January to July this year, 812 new ships were ordered, and 422 new ships were signed in China. The number of new shipbuilding orders continued to maintain a substantial lead. Institutional analysis pointed out that the current replacement cycle of ships is about 25 years, which means that new ships in the 1996-2011 shipbuilding cycle have entered the ship replacement cycle in 2021, and the implementation of new regulations on ship emission management from 2023 may be Stimulate the early release of ship-changing demand. In addition, for the non-renewable demand assumption, referring to the compound growth rate of global trade volume in the past 10 years (about 3%), and assuming that the compound growth rate of 3% will be maintained in the future, it is calculated that the delivery volume of the three major ship types in 2025/2030/2035 is 1.31/1.69/3.21 times in 2021. The hotel and catering sector also continued to strengthen during the session. Among them, the GEM Juntong Hotel rose by more than 10%, Tongqing Building rose by more than 7%, Huatian Hotel, Jinling Hotel and other stocks followed. With the domestic epidemic under effective control, hotel catering and tourism are expected to usher in further restoration. Caitong Securities believes that the leading companies in the hotel industry have strong store expansion capabilities and high brand premiums. In the long run, they will fully enjoy the growth attributes brought about by rapid store expansion and price increases. In the short term, it is recommended to pay attention to the recovery of business travel demand under normalized epidemic prevention. From a fundamental logic point of view, it is still a tentative choice for funds to avoid high and low. However, after the intensive speculation at the end of June, many individual stocks still accumulated a lot of selling pressure above. In addition, the mid-term trend has not been completely reversed, and the follow-up continuity remains to be observed. As far as today's early trading is concerned, A-shares once again showed their own resilience. After the external markets fell sharply and opened lower, they fluctuated higher and were close to turning red. From the perspective of the disk, the direction of the track collectively ushered in a relatively obvious rebound, but in the process of continuous callbacks in the early stage, the obvious doubts about the chips can be regarded as short-term repairing rebounds. However, heat pumps and ships are essentially driven by the European energy crisis. CITIC Securities believes that the energy issue is still the core contradiction in the current economic adjustment period, and there may still be repeated active opportunities in the subsequent disk of related sectors. As for the direction of large consumption, with the arrival of the peak consumption season of gold, nine and silver, the market's expectations for the recovery of consumer demand have intensified. However, since the medium-term trend of most stocks in the consumer sector has not been completely reversed, the style of Qingyan is still changing. Too early. In general, the market is still in the chaotic stage of reconstruction. In response, it is advisable to remain patient enough and wait for the market capital to decide a new round of the main line direction before following it. Noon daily limit analysis Figure 2. [Market News Focus] 1. Cailian News Agency reported on August 29 that the Chuneng New Energy (Yichang) Lithium Battery Industrial Park project started construction in Longquan Town, Yiling District, Yichang City on August 28. The project plan The total investment is 60 billion yuan. This is the largest investment and industrial project in Yichang so far. The project covers an area of ​​4,500 acres and mainly produces power batteries, energy storage batteries, consumer electronics batteries, PACK modules and other series of products. The planned production capacity of lithium batteries is 150GWh, of which the first phase has a capacity of 40GWh. 2. The Financial Associated Press reported on August 29, according to the China Automobile Association, from January to July, the profit of the automobile manufacturing industry was 273.94 billion yuan, a year-on-year decrease of 14.4%, and the decline was 11.1 percentage points lower than that from January to June, accounting for the proportion of industrial enterprises above designated size. The proportion of total profit is 5.6%

(Responsible editor:Stock market)

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