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html On June 15, the shares of Zhenghai Magnetic Materials increased by 20%! The shared new Zhoubang increased by 20%! On June 17, the shared Kangqiang Electronics increased by 20%! html On June 20, the Mingyang Smart shared increased by 14%! The shared Zhongke Sanhuan increased by 47%! The shared Dayang Electric increased by 5%! html On June 23, the shared Suao sensor increased by 30%! The share of Jiayu shares rose 13%! The shared Huazi Technology rose 9%! html On June 24, the shared Anjie Technology increased by 12%! The shares of and shared by Xinpeng increased by 5%! html On June 27, the shared Yingluohua increased by 8%! On June 28, the shared and Jianghua Micro increased by 10%! On June 29, the shared Nanda Optoelectronics rose 7%!individual stocks logic sharing
is not a stock recommendation and does not constitute a buying or selling opinion. It is only an analysis of logic. The market is changing rapidly. Please analyze and refer to it yourself!
02588 Stanley : Domestic compound fertilizer leader, the country's largest high-tower compound fertilizer production base, the company participates in Hubei Zhongfu Chemical Group Co., Ltd., its business scope includes phosphate rock mining, processing, sales, etc., and indirectly has phosphorus chemical industry logic. The industry is also very prosperous this year, and the company's performance is also experiencing high growth. In the first quarter, revenue increased by 77%, profits increased by 47%, and the PE valuation was only 13 times. The fundamentals have certain safety cushion . From a technical point of view, the wide range of shocks above the moving average system is a strong shock. In the short term, dug holes and washed away , and then was stimulated by the news to counterattack at the daily limit to complete the filling of holes. On Friday, there was another huge shock, and funds actively participated. The hand is very full, but in terms of technology, although it is still oscillating in the box, there is the possibility of an upward attack breaking through the box.
Then, the company recently made a major announcement, planning to invest 4.47 billion yuan in the construction of new energy material precursor iron phosphate and supporting projects. In the past two years, because lithium iron phosphate battery has returned to the mainstream, many chemical companies holding phosphate rock resources have Companies are entering the lithium battery track and have achieved good results, including Chuanheng Co., Ltd., Yuntianhua , Xingfa Group , Hubei Yihua, Chuanjinnuo , etc. The transformation has been very successful. In fact, Stanley's controlling shareholder is also a major phosphate rock resource owner, holding a stock of 150 million tons, which is of great help to Stanley's layout of iron phosphate . Moreover, Stanley is currently valued as a pure fertilizer stock, and once it has the properties of lithium batteries, the valuation may be raised, so you may wish to keep an eye on it.
603112 Huaxiang Co., Ltd. : A large equipment manufacturing enterprise and a leader in castings, it is engaged in the R&D, production and sales of various customized metal parts. Its application fields include home appliances, engineering machinery, automobiles, pumps and valves, etc. This year it began to intervene in photovoltaics. In the field, TBEA is joining hands with to lay out photovoltaics. The company signed the "1GW Photovoltaic Power Generation and Supporting Project Investment Framework Agreement" with TBEA Xinjiang New Energy Co., Ltd. and the Hongdong County Government. Because of the high demand in the photovoltaic industry Prosperity, this is the potential growth point in the future. This ticket has been analyzed before, and the performance this year is also very good. In the first quarter, revenue increased by 49%, profit increased by 38%, and the PE valuation is not high, 17 times, and the fundamentals are relatively good. From a technical point of view, the general trend is upward. In the short term, it is in a strong and volatile box. It has recently begun to explode in volume. The stock price is at the critical point of the box breakthrough. Once this kind of ticket completes the breakthrough in the future, there is the possibility of acceleration.
In addition, there is a major force involved in this vote, which is also a clear sign. The number of shareholders plummeted from 46,100 to 9,855 in the first quarter, a decrease of 38.76%. Although the time of statistics was March 31, but on March 31 The stock price has been shrinking since then, and the stock price has not risen, which means that the chips have not changed much, the main force has not come out, and there is currently no sufficient profit space, so you may wish to follow up later.
603215 Biyi shares: Home appliance stocks, consumer stocks, the company is a high-tech enterprise mainly engaged in the design, manufacturing and sales of heating kitchen appliances. With more than 20 years of deep involvement in the heating kitchen small appliances industry, the company has a firm grasp R&D autonomy. The performance is quite satisfactory. In the first quarter, revenue increased by 13%, profit increased by 11%, and the PE valuation was 38 times, which is slightly higher. From a technical point of view, it is currently a volatile and upward structure. During this period, heavy volume and big positive line frequently appeared, and there is the possibility of the main force attracting funds. The daily limit will be raised on April 21, the daily limit on May 12, the daily limit on June 1, and the daily limit on June 10. It hit the daily limit on June 20, and hit the daily limit on June 20. What does the frequent daily limit mean? It shows that the stock is active, and the main force of controls . More importantly, although the stock price frequently rises, the center of gravity of the stock price does not rise much, and the profit margin is not large. If the main force absorbs at a low level, the logic is Correct, there is the possibility of an increase in the later stage. My personal opinion needs to be verified by the market and is for reference only.
In addition, I have been saying that stimulating consumption is a key part of this year's measures to stabilize growth, and the main focus of stimulating consumption is automobile consumption and home appliance consumption. Cars have risen, while home appliances have stagnated relative to . There is a logic of compensatory growth.
Market analysis
Whether it is the index or individual stocks, they have now entered the stage of chewing hard bones. The market is chewing hard bones. If you have a good tooth, you can eat some meat, but if you force yourself to chew it if you don't have a good tooth, it will easily break your teeth!
At the index level, annual line pressure and platform pressure exist objectively, and the higher you go, the greater the pressure. Shocks are inevitable. If you are not careful, there will be a backlash. On Friday's market, you can clearly feel some subtle changes, and the key positions have shrunk. This is affected by the Beishui holiday, but more importantly, some funds are a little cautious!
At the individual stock level, the difficulty of operations has also increased recently. The main opportunities in the early stage are ebbing, and the new hot spots are chaotic. One pops up from the east and another pops up from the west. It feels a bit like whack-a-mole. If the ratio of market opportunities and risks was 8:2 or 9:1 more than a month ago, then the ratio of opportunities and risks at this stage should be 5:5 or 4:6, or even lower! From the perspective of probability games, unless you are a rhythm master, try to watch more and move less in the short term. If you really can't control it, don't be too heavy on position !
Of course, in the medium and long term, I still say that the index is still firmly bullish! The core logic has been repeated many times: First, there is the concept of registration system within the year. It is already July. The further back the time, the stronger the expectations. Once the reform is implemented, financial stocks will undoubtedly rise, and it may lead to a rise in the index. The accelerated upward attack of small bands; secondly, the price comparison advantage of A shares and the external market is that the position is lower, the stocks are cheaper, the policy is better, the economy is more stable, the east wind prevails over the west wind, why is the north water accelerating the inflow into A shares, because A Stocks are a safe haven for global financial assets, at least for now; thirdly, in order to maintain stable growth, the property market is not good and the real world is difficult. The stock market must play a leading role. There are more than 100 million shareholders, and behind them are more than 100 million families. Stocks are rising well. , consumption will naturally pick up, the company's business will be easier to do, and economic problems will be solved.Taking the market situation from May to June as an example, I know that there are friends around me who are planning to change their cars recently because their stocks have risen well, and the results are immediate!
Looking at the opportunities, the long-term logic has never wavered. Growth stocks and track stocks represent the future. Just look at the top ten companies in the United States and the United States by market capitalization! The expectations of stock speculation are unlimited expectations for the future! Of course, it must be admitted that track stocks were a little too aggressive in May and June. Many stocks did not make decent adjustments during the rise. At the same time, many pseudo-growth and pseudo-track stocks were rising indiscriminately. In July, track stocks Differentiation is a high probability event! In my personal judgment, the market in July will not be as extreme as before. Growth stocks and traditional stocks will be more balanced and rotate frequently, especially consumer stocks, which may usher in a compensatory rise, so you may want to keep track!
Notes for reading the article: The stocks shared by are only to expand your stock selection ideas and serve as a reference for the alternative stock pool. They are only objective and logical analysis, not stock recommendations, and there is no guarantee that every stock will rise! Doing stocks requires a complete process! You still need to consider it yourself!
