News from the financial world on June 28. On Tuesday, the three major A-share indexes opened lower. In the early trading, the market showed a rebound trend of hitting the bottom. The GEM index once fell by more than 2%. In the afternoon, the Shanghai Index and the Shenzhen Component Index turned red one after another; in the afternoon, A Stocks fluctuated upward, with the ChiNext Index turning red. The Shanghai Composite Index stood above 3,400 points for the first time since March 8, and the Shenzhen Component Index rose by more than 1%.
As of the close, the Shanghai Stock Exchange Index rose 0.89% to 3409.21 points, the Shenzhen Component Index rose 1.23% to 12982.69 points, the GEM Index rose 0.35% to 2840.42 points, and the Science and Technology Innovation 50 Index rose 1.26%. The total trading volume of the Shanghai and Shenzhen stock markets was 1.22127 billion yuan, exceeding 1 trillion yuan for the fourth consecutive trading day; the actual net purchase volume of northbound funds was 4.648 billion yuan. In the two cities, 138 stocks were at the daily limit (including ST stock ), and 0 shares of were at the daily limit of . In terms of
industry sectors, tourism and hotels, automobiles, aviation and airports, semiconductors, aerospace and aviation were among the top gainers, while insurance, agriculture, animal husbandry, animal husbandry, fishery, precious metals , brewing industry, wind power equipment and other sectors were among the top gainers; in terms of subject matter, automobiles were the top gainers. Concepts such as chips, online travel , machine vision, industrial motherboards, automotive integrated die-casting, robots, and third-generation semiconductors are active.
The automobile industry chain has exploded again, and concepts such as complete automobiles, integrated die-casting, and thermal management have become active. Jitai shares have 12 boards in 13 days, Haima Automobile , Ankai Bus, Changan Automobile , Dongfeng Motor , Yaxing Bus , Songzhi Co., Ltd. , Bingshan Hot and Cold, Hengli Industrial, Yinbaoshan New, Xingmin Zhitong, Qin'an Co., Ltd., Ruima Precision, Fengshen Co., Ltd. , Jinbei Automobile , Heli Technology, Yunhai Metal, Guangdong Hongtu and other collective daily limit;
robot concept has set off a rising limit trend again, Maihe shares , Yokogawa Precision, Eston , Jidong Equipment, Zhiyun shares, Jinzi Tianzheng , Jinaobo, Collier , Jinggong Technology, Julu Intelligent , Haozhi Electromechanical, Kraus, Hongxun Technology, Tahoe Intelligent, Overpass Hoisting, Yuanda Intelligent, Saixiang Technology , Zhonglide, Fengguang Precision, Xinjie Electric
The tourism and hotel sector rose in the afternoon, with Huatian Hotel, Xiyu Tourism, Lijiang Shares , Zhongxin Tourism , Xi'an Food , Xi'an Tourism, etc.
The military industry sector heated up, Tianjian Technology, Fenghuo Electronics , Lianshi Aviation, Chunxing Seiko , Valin, CITIC Heavy Industries, etc. have reached daily limit;
rare earth permanent magnet sector has changed , INVT, Hengdian East Magnetics , Zhongke Sanhuan , Sanxiang New Materials have reached daily limit. , Zhenghai Magnetic Materials , Galaxy Magnet followed the rise;
photovoltaic sector rose, TCL Zhonghuan, Yunnan Germanium Industry , Lushan New Materials , Suzhou Solid Technetium , Jingshan Light Machinery , Baoxin Technology daily limit;
consumer electronics sector is popular, Lianchuang Electronics, Chuanyi Technology, Furi Electronics , Wingtech Technology , Taijia Shares , Liding Optoelectronics daily limit;
non-ferrous metal sector performs well, Nanshan Aluminum Industry , Hongchuang Holdings, and Mingtai Aluminum hit their daily limit;
brokerage sector made strong progress in late trading, West China Securities , First Venture Capital hit their daily limit, Guosen Securities , Caitong Securities , Northeast Securities to varying degrees Rising;
individual stocks , signed a cooperation agreement of about 7.4 billion yuan with Trina Solar , Almaden has hit the daily limit for 3 consecutive days;
CATL fell nearly 3%, the company plans to use no more than 23 billion yuan for cash management ;
Chuanjinnuo rose by more than 10%. The company expects net profit in the first half of the year to increase by 344%-447% year-on-year.
[Institutional Strategy]
Guangzhou Bandung: There is no need to be too obsessed with the index at the moment. The strategy should be light on the index and heavy on individual stocks, and use the opportunity of the index's fall to buy low in the main direction. The current main line is the strong track stocks and the big consumption that is gradually gaining momentum. Track stocks of new energy vehicles continue to focus on new battery technologies; photovoltaics focus on HJT batteries; robots focus on the Tesla industry chain.
Yuanda: Looking at the overall moving average system, it shows a long arrangement, and the trend is still maintained. The GEM index once stepped back to the 5-day line on the daily line, but the long lower shadow also shows that bull funds have made some efforts. Next, we should also pay attention to the gains and losses of the 144-day line.In view of the fact that the overall market trend is still maintained, it is recommended to continue to maintain a long-term thinking in operation, but the operation rhythm must be flexible.
Jufeng Investment Consulting : At present, the market has fully strengthened. It is recommended that the mid-term focus on companies whose first quarter reports have grown simultaneously year-on-year and month-on-month, especially high-prosperity leaders such as new energy, semiconductors, and military industries. While following the trend, it is still recommended that investors make certain adjustments to positions and shares. Overall, consider reducing holdings on highs, and at the same time, reduce holdings on growth stocks that have continued to rise but have no performance support, and make appropriate allocations on lows and large-cap stocks with low valuations on dips.
CITIC Securities : The short-term A-share market still faces a series of fundamental challenges after the rebound in the "golden pit". Investors need to remain patient and wait for bargain hunting. It is expected that after a new round of policy increases, the market will It is expected to rise again in the third quarter, and the growth style will take the lead.
GF Securities : It is recommended that China's advantageous assets embrace the "policy warm wind" and pay attention to the three main lines of post-epidemic recovery, "adding leverage " and inflation chain transmission.
