A-share : Good news is coming, news from four sectors is coming!
(1) Organic silicon prices continue to rise
Organic silicon is the largest consumer area downstream of industrial silicon . my country's industrial silicon industry has accelerated its development, and output and production capacity have steadily increased. The silicone market, which is highly prosperous in the industry, is expected to maintain high growth in the next five years and beyond. The application segments of materials include photovoltaics , electronics, and new energy vehicles.
The rising trend of the silicone concept in A-shares is now mature. The Shanghai Stock Exchange Index rose sharply at the end of April. The silicone concept accelerated away from the concerns of the previous plunge, prompting a rise of more than 26% in June. After the bulls' energy continues to amplify, the bottom comes, and the bottoming counterattack trend established is large enough. The positive news has not changed this time, attracting funds to flock to buy the concept of silicone. There may be moves later.
(2) The demand for phosphorus chemicals continues to grow
Under the current support of the demand side, phosphate rock still maintains an upward trend. Due to the non-renewable nature of phosphate rock, the demand for phosphate rock from downstream industries such as new energy has increased, and the trend of tight supply continues. The price of phosphate rock also remained at a high level and consolidated, with the average price per ton in June exceeding 1,000 yuan.
The phosphorus concept in A shares has started the main rise of and the rise of . After the previous kill and fall of , the enthusiasm of the bulls gathered exploded, and the overall trend has created a smooth rising market. In particular, the price of phosphate rock continues to be high. The good news has allowed the upward expansion in June to continue the rise in July, which means that there may be a sharp rise next week.
(3) The peak of electricity consumption is coming
Since the beginning of summer, electricity consumption has gradually increased, the superimposed epidemic has stabilized, companies have accelerated their resumption of work and production, and the peak of electricity demand in the year has arrived. At present, many places have intensively released measures to deal with the summer power shortage, and electricity consumption in the third quarter is expected to boost expectations for the mid- to long-term prosperity of the power industry.
A-shares are seeing good news for the power sector. The counterattack this time is not as strong as other sectors. In particular, the three major stock indexes rose sharply in May and June. The rising trend brewing in the power sector did not explode, and the increase has remained at a low 10% for several months. Organize trends. At present, the peak of electricity consumption is approaching and the power sector has returned to the upward trend, which has effectively stopped the decline and accelerated the rise. It is likely to hit a new short-term high next week.
(4) The results of the transformation of the insurance industry show
The deep transformation of the industry and the impact of the new crown , the performance of the insurance industry last year was sluggish. At present, the results of the transformation are beginning to show, and insurance stocks are at a low point, starting to make up for the increase. After the epidemic, the business of the five A-share listed insurance companies continued to grow, with a total annual dividend of more than 70 billion yuan, and one insurance company paid a dividend of nearly 10 billion yuan this time.
The insurance sector in A-shares has started a bullish trend in June. After falling by more than 30% last year, the insurance sector has experienced a V-shaped reversal this year and has accelerated its upward trend. The superimposed phased bottom is coming, and the constructed climb is expected to break through the upper pressure point, and the insurance has started an out-and-out sign of regaining the counterattack trend.
In summary, the author believes that the news from the four sectors has superimposed the rise of the three major stock indexes, and the active trading has caused many sectors to return to the upward trend.
currently has more than 10,000 publicly offered products. At the end of May, the public offering and private placement accelerated the purchase of positions and . Citizens actively invested, which made institutional positions increase. In the future, the silicone concept, phosphorus chemicals, electric power, and insurance industries are expected to attract funds after the benefits are released. If there is a rush to invest in the future, it is likely to start a new upward trend and there may be action next week.
The article is about peony investment ideas. The content is for reference only and does not constitute investment advice. Thank you for pointing your little thumb below!
