1. [Broad Market] On July 1, the market fluctuated and adjusted throughout the day, with the GEM index leading the decline. The turnover of the two cities was 1,051.3 billion, a decrease of 108.5 billion from the previous trading day, shrinking for two consecutive days. As of the

一, [大盘]

On July 1st, the market fluctuated and adjusted throughout the day, with the GEM index leading the decline. The turnover of the two cities was 1,051.3 billion, a shrinkage of 108.5 billion from the previous trading day, shrinking for two consecutive days. As of the close, the Shanghai Stock Exchange Index fell 0.32%, the Shenzhen Component Index fell 0.28%, and the ChiNext Index fell 1.02%.

The market fell slightly last Friday, and this week ushered in the first trading week in July. From a time point of view, this week is the time when economic data is released, and uncertainty increases. Moreover, mid-year forecasts have been published frequently recently, and good students have been tapped and praised by the market. The mid-term report is also a good thing. This month is definitely a high-low switching style. New energy vehicles, photovoltaics, , and lithium batteries that have seen relatively high growth in the past must be avoided in time. At this stage, market sentiment will not ebb quickly, but funds are still afraid of high prices. The opinion of insiders in the sector is: should be half sober and half drunk in the near future, and control to roll around the half position. Today is Monday, and the weekend news is not particularly friendly. Ganfeng Lithium was investigated, ferrous metal futures fell, and consumer-grade chip prices fell, etc. are all negative factors. It is expected to still fluctuate and fall today. During the day, you can buy low and do T when falls. If it rises quickly during the day, gradually sell out the same amount of chips and take them back in the second half of the week.

key sectors: digital economy , data security, oversold semiconductor (photoresist) driverless

position recommendation: about 50%

two, [hot spot preview]

phosphate rock prices continue to rise layout industry Enterprises with chain integration benefit

Driven by the rise in phosphate ore prices, the phosphorus chemical industry boom is expected to continue. Enterprises with their own phosphate ore resources and layout of integrated industrial chain may benefit, such as Yuntianhua (600096 ), Chuanheng Shares (002895), etc.

The country attaches great importance to electrochemistry Energy storage safety sodium-ion battery industrialization is attracting attention

Huayang Co., Ltd. (600348) indirectly owns a 1.66% stake in Zhongke Hainan and jointly builds an annual production capacity of 2,000 tons sodium ion positive and negative electrode material production lines It will be put into operation in 2022 and will be expanded to 10GWh in 2023.

Rongbai Technology (688005) has ton-level production capacity of sodium cathode materials and is cooperating with downstream customers to plan and develop sodium-ion batteries.

my country has started checking entry personnel monkeypox Many companies have detection products

In terms of companies, Zhijiang Biotechnology (688317) has monkeypox detection reagents on the market and obtained EU CE certification; Shuoshi Biotechnology (688399) has stocked monkey pox Scientific research products for acne detection; Puli Pharmaceutical (300630)'s production device with an annual output of 1 ton of Tecovirib has obtained project registration. In 2021, the European Medicines Agency approved Tecovirib for the treatment of smallpox, monkeypox, etc. disease.

Cross-border data security has received much attention, and network security needs are expected to increase

Anheng Information (688023) provides comprehensive solutions covering networks, terminals, applications, databases and interfaces related to the entire life cycle of data security;

Guardstone ( 002268) is a subsidiary of China Electronics Technology Group , which has built a relatively complete data security capability supply system and data security ecosystem.

Three, [ individual stocks finishing touch]

Weishitong (002268)

Data cross-border security has received great attention. Network security needs are expected to usher in an increase.

Weishitong (002268) is affiliated to China Electronics Technology Group and has built relatively complete data. Security capability supply system and data security ecosystem

Four, [new stock subscription]

Huasheng Lithium Battery Code 787353, issue price 98.35 yuan, price-earnings ratio 25.96 times, subscription limit 7,000 shares, main business electrolyte additives.

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Disclaimer: The content of this article is for reference only. The individual stocks involved are only a description of market trends and are not used as a basis for buying or selling. The stock market is risky, so you need to be cautious when entering the market