On the board, the coal chemical sector continues to rise, Huaxin New Materials (300717) daily limit, Danhua Technology (600844), Baofeng Energy (600989), Yuanxing Energy (000683) followed up; the dairy sector continued to rise, Western Animal Husbandry (300106) rose more than 7%, Qiaqia Foods (002557), Wen's shares (300498), Pinwo Foods (300892), Yisheng shares (002458) followed the rise; the aquaculture industry continued to rise, Xiaoming shares (300967) rose by more than 16%, Jiawo Foods (300268), Lihua shares (300761), and Guolian Aquatic Products (300094) followed the rise; lithium battery sector Continued to fall, Huazi Technology (300490), Tibet Everest (600338) and many other stocks fell limit, Zhezhong shares (002346), Aoke shares.
Recently, Guangxi, Yunnan, Jiangsu and other places have successively introduced cement production restrictions. The pressure on electricity and production restrictions has gradually increased. Supply is tight in the peak season, and the industry continues to push up prices. CICC believes that the demand-side support of the cement industry is still resilient, and factors such as power consumption and production restrictions under the control of energy consumption may continue to tighten supply. We are optimistic about cement prices in the peak season of 4Q21, leading earnings are expected to exceed expectations, and reiterate the improvement in the mid- to long-term supply and demand pattern and the "cement +" logic.
Among consumer stocks, food consumption is relatively strong today because the demand for consumer goods is coming towards the end of the year, but snacks, which are those that do not think about consumption, and spend small amounts of money, are less affected by the overall consumption downturn.
In short, the market's daily line is showing an adjustment trend. It is approaching the end of this month and the end of the third quarter. Generally, the market is always more cautious on the eve of the small holiday, and it is easy to cause some changes. Defend first, and increase the variety. Lighten up positions and increase positions in individual stocks that have fallen to low levels. Among the funds, banks, brokerages, and innovative drugs can boldly increase positions. The three-tier reserve fund will enter the planned price after adjustment.
operation, it is recommended to buy low and sell high, and maintain the strategy of operation . Shanghai Stock Index is approaching the high of 3731 during the year, and the volatility has intensified.
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