Last Friday, the two cities maintained a general decline pattern throughout the day. The Shanghai Stock Exchange Index fell 0.68%. The turnover of the two cities reached 1.37 trillion yuan, exceeding one trillion yuan for the third consecutive trading day. 15 of the previous 16 trading days had exceeded 1 trillion yuan. Trillions.
has been going around for a week, the Shanghai Stock Exchange is still fluctuating, GEM is still is diverging from , and the Shanghai and Shenzhen 300 is also oscillating in the box. The grind is still going on, but as long as the volume can continue to increase, the market will continue First, the key is to choose the right direction and do the right stocks .
In terms of strategy, since the current structural market is dominated by CSI 500 Index taking the lead in setting new highs, it is recommended to give priority to various trends to make up for the increase, as well as the market control market of local industry leading stocks .
hot topics are being speculated. Next week, it is recommended to continue to focus on: photovoltaics (integrated), semiconductors (third generation semiconductors, electronic materials ), new energy (power storage, lithium batteries, wind power, hydrogen energy), new Energy vehicles, securities companies, upstream price increase concepts (chemical industry + non-ferrous metals), carbon neutrality and emission reduction (electricity, steel).
In terms of operating rhythm, the main theme of the current market is still the rapid rotation and hype of major hot sectors. In this atmosphere, strategy brother does not recommend that you only take heavy positions in one direction. Instead, you should pay attention to using the split position game strategy. Balanced allocation, especially looking for individual stocks with overlay concepts. Specifically, depending on the amount of funds, 3-6 different stocks are selected for balanced allocation. The medium and short-term position is opened at 4:6.
In terms of specific stock selection details, combines the current market hype style and the characteristics of strong stocks to provide you with 3 reference standards:
1) In terms of themes, focus on themes in which the main players have been deeply involved recently, and the current funds are slowly Control to attract stock varieties, and then according to the characteristics of strong stocks, actively screen those institutions or hot money varieties that have better fundamentals, better capital inflows, and the potential to lead the rise or make up for the trend;
2) Technically , give priority to selecting those individual stocks whose weekly monthly currently resonates and strengthens, or is in an upward channel, and the daily increases in volume , shrinks in volume, and has a good relationship between volume and price ;
3) In terms of specific stock selection, It is necessary to strengthen the dual consideration of technical aspects and fundamentals.
Regarding specific cases of individual stocks, combines the above strategic analysis, as well as individual stock research reports, trends, funds, and buying and selling points, to simply share 2 cases for your reference (it is recommended to follow the dips along each moving average):
Tongwei Share : HIT battery + photovoltaic concept, dual leading silicon battery variety . The company develops two main businesses: agriculture and new energy. Among them, the main agricultural business is the feed industry, and it strives to extend and improve the aquatic products, livestock and poultry industry chain. At the same time, in terms of the main business of new energy, the company has become a vertically integrated photovoltaic enterprise with upstream high-purity crystalline silicon production, midstream high-efficiency solar cell production, and terminal photovoltaic power station construction. It has formed a complete new photovoltaic enterprise with independent intellectual property rights. Energy industry chain, and become the core participant and main driving force in the development of photovoltaic new energy industry in China and even the world. At the same time, after photovoltaic leaders Sungrow Power and Longi Holdings hit strong new highs, it means that photovoltaic integration or the concept of silicon wafers are still promising. Compared with the front-row varieties, this stock has room for supplementary growth. From the technical analysis of
, this stock currently resonates strongly on the weekly and monthly lines. On the daily level, the recent replenishment is obvious, the lows are constantly rising, and the highs are also rising. The current volume-price relationship is also relatively healthy. At the same time, , the short- and medium-term moving average system has also begun to enter the bull arrangement trend. It is recommended to track along the position near the 5-day and 10-day moving averages, and the stop loss position can be set at the 30-day moving average.
Xuelang Environment : One of the leading enterprises in flue gas purification and ash treatment in the fields of waste incineration power generation and steel metallurgy , the company is a company integrating waste incineration treatment, dust removal and ash transportation, flue gas purification treatment, fly ash treatment, It is a comprehensive enterprise integrating technology development, design, manufacturing and engineering contracting of steel rolling equipment, industrial chains, instruments and meters. The company's main business is the research and development, production, system integration, sales and service of flue gas purification and ash treatment system equipment. The company is the first domestic enterprise specializing in the development and manufacturing of dust removal and ash conveying equipment. Its products have been serialized and it has self-operated import and export rights. The company attaches great importance to product research and development and technological innovation, and has mastered a number of core technologies and processes through independent research and development. With market, R&D, and service as the core, we have established an interdisciplinary, world-class product R&D team, and have formed an echeloned, practical R&D technology team with a provincial-level enterprise technology R&D center. From the technical analysis of
, this stock has adjusted all the way from 12.73 to 5.79. The stock price is significantly discounted and the risks are fully released. At the daily level, the recent increase in volume has increased and the decrease in volume has made the relationship between volume and price relatively healthy, and the overall volume replenishment has been obvious. At the same time, the short- and medium-term moving average system has also begun to enter the bull arrangement trend. It is recommended to track along the position near the 5 daily moving average , and the stop loss position can be set at the 20-day moving average.
Reference:
1.20210715-Sichuan Finance Securities-Tongwei Co., Ltd. (600438.SH): Silicon materials and cells are flying together, with leading cost and technology advantages
2.20210717-Industrial Securities-Industrial Securities Environmental Protection Industry Weekly Report: National Carbon Emissions Rights trading was officially launched on the Shanghai Environment and Energy Exchange on July 16.
[Disclaimer] The above content is for your reference and learning only, and is not a basis for buying and selling. Operations based on this are at your own risk! Investment is risky, so be cautious when entering the market. The views in this article were edited and compiled by Jiufang Intelligent Investment Hu Xianghui (Registration Number: A0740620080005)
