Northbound funds have strong inflows in consumption and new energy in the third quarter. These stocks have the highest net purchases in
At the level of stocks, Net inflows in northbound funds in the third quarter. The stocks of include Longi Green Energy Technology Co., Ltd., Mindray Medical, Enjie Co., Ltd., Tianqi Lithium Industry , Huayou Cobalt Industry , etc., and the stocks with the most net outflows include China Merchants Bank , Sanhua Intelligent Control, Sunshine Power , Ping An Bank, Oriental Yuhong , etc.
Overseas autumn avian influenza is coming in full force, what are the opportunities in the animal vaccine industry? Leading advantages are significant.
Chicken seedlings and industrial chain integrated enterprises are expected to stabilize throughout the year. It is recommended to actively pay attention to the upward trend of the poultry sector. In the broiler category, pays attention to the yellow feathered chicken sector, and its production capacity is in the process of clearing . It is recommended to pay attention to the leading scale in East China and leading cost control industry Lihua Co., Ltd. .
Focus on the post-cycle industry of livestock and poultry breeding: Animal vaccine Opportunities. Taking the issuance of trivalent seedlings for recombinant avian influenza virus (H5+H7) as an example,
policies are frequently favorable, and the home appliance consumer market recovers
coal sector
policy disturbances, but the supply and demand mismatch of coal fundamentals may still exist in the future. Coupled with the intensification of the energy crisis, the supply gap and alternative demand will still give media prices an upward momentum, and we can go long on the coal sector as the trend. coal sector is ushering in a golden age and revaluation of value.
Overseas beneficiaries: Mining energy, Orchid Science and Technology Innovation
Not affected by the increase in the annual long-term cooperation ratio Beneficiaries: China Shenhua, China Media Energy, Shaanxi Coal Industry, Jinkong Coal Industry
Clean energy (window, light, water storage) : The construction of large-scale clean energy bases continues to be promoted
Photovoltaics: Longi Green Energy Co., Ltd., Jinko Energy , Tongwei Co., Ltd.
Wind power: Shanghai Electric , Goldwind Technology
Pumped storage: Xuji Electric, China Power Construction
Natural gas :Russia-Ukrainian conflict pushes up natural gas prices, domestic natural gas power generation growth
Gas turbine Auxiliary machine equipment and distribution system: Water-generating gas
Win heat boiler: Huaguang Energy, Xizi Jie Energy
Gas turbine host manufacturing: Oriental Electric
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Petroleum: OPEC has no intention of growth, production capacity is slow to be released
Petrochemical: Rongsheng Petrochemical , Sinopec , Hengli Petrochemical, Hengyi Petrochemical
Middle-stream economic reversal: Xinfengming , Tongkun shares
Oil service: China National Offshore Oil Corporation , China Petroleum , China Petroleum , Guanghui Energy
LNG: Xinao Stock , Shenzhen gas
Agriculture
Main grain production: Beidahuang , Suken Nongfa
Genetically modified breeding: Dabeinong, Longping Hi-Tech , Denghai Seed Industry
Other agricultural products: Zhongxing Fungi Industry , Hainan Rubber, Xinsai Co., Ltd.
Risk warning: extreme weather impact; agricultural product price fluctuations, etc.
Military Industry: Performance is growing steadily, C919 helps military to turn civilians
missile industry chain:
Aerospace Electrical Appliances: It is the main supplier of my country's aerospace-grade and missile-mounted connectors and data bus products, and will benefit from the continued growth of the missile supporting industry.
New Lei Energy : It has core technical advantages in the field of military power supply, and accounts for a high proportion in the fields of new key models of tactics, strategic missiles, radar , and electronic equipment power supply products.
aircraft industry chain:
AVIC Shenyang Aircraft : The successful development of the new J-35 carrier-based stealth fighter makes it the third company in the world that can produce qualified stealth fighters in large quantities.
AVIC High-tech: It is an important aviation carbon fiber prepreg development company, and carbon fiber is the main structural material of new combat aircraft.
Aero Engine Power: It is an important aviation engine development unit. The above companies will benefit from the growth of the missile industry chain and the aviation equipment industry chain.
Technology industry: industrial mother machine, intelligent robot domestic substitution rate has increased, valuation is at a relatively low
industrial mother machine: Haitian Precision, Yuhuan CNC, Kede CNC, Japanese precision machine , Guo
Shengzhike, Genesis, Newway CNC, East China Heavy Machinery
Intelligent Manufacturing (robot): Eston, Qinchuan Machine Tool
Brokerage: Low valuation brings investment price Value
Internet brokerage: Oriental Fortune , compass
Wealth management repair: GF Securities and Oriental Securities
Full registration system benefit leaders: CITIC Securities , CICC
Internet of Things:
Yiyuan Communications (Internet of Things module): The company is the leader in the global IoT module industry, with a high industry prosperity. The company's global share is expected to continue to increase in the future, and profitability is expected to form a turning point.
and Ertai (intelligent controller): The second quarter performance rebounded, and cash flow and stocking improvements significantly.
Baoxin Software (IDC): Core technologies are constantly breaking through, and Baozhi Cloud construction is steadily advancing. The company has increased its efforts in information high-tech research and development, coordinated and planned the research on key intelligent technologies of steel "industrial brain", and focused on breaking through the intelligent software and hardware technologies with domestic PLC, digital genus, data governance , and artificial intelligence as the core.
Weixing New Materials (Building Materials): The East China market has dropped slightly under the epidemic, while South China and the western region have led the growth rate.
Huaxin Cement (Cement): Integrated transformation of the industrial chain, accelerating the layout of non-cement businesses.
Consumption: Recommended suggestions: BYD (automotive), Kweichow Moutai (white wine), Yanjing Beer (beer),
flavored food (food processing)
[Fourth quarter outlook] Q4 performance turning point is clear, information innovation industry chain is fully sorted out! Directions for attention:
Industrial software: Kingsoft Office , Zhongwang software, central control technology, etc.
digital currency : Yuxin Technology , Changliang Technology, New World, etc.
Information security: Qimingxingchen , Weishitong, Anheng Information, Qi'anxin and other
Middleware: Oriental Tong, Puyuan Information, Baolande and other
Operating system: Chinese software and other
Database: Massive data , Taiji Shares and other
The content of the article is for reference only and does not constitute investment advice. Investors act on this basis at their own risk.
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