Author | Ding Zhenyu Editor | Liang Wankou Source | Brief description of Haoqiao APP and Jufeng Investment Consulting On Thursday, A-shares rebounded in shock, with the three major indexes rising collectively, and the Shanghai Composite Index saw action around 3,400 points.

Author | Ding Zhenyu Editor | Liang Wankou Source | Good Stock APP, Jufeng Investment Consulting

Brief description of the market

On Thursday, A shares rebounded in shocks, and the three major indexes rose collectively, with the Shanghai Composite Index sawing around 3,400 points. On the market, tourism hotels, brewing, food and beverages, wind power, aviation and airports, photovoltaic equipment, small metals, medical services, beauty care, power equipment, semiconductors, cultural media, commercial department stores, chemicals and pharmaceuticals and other industries led the gains; automotive services, automobiles The entire vehicle, real estate services, auto parts and other industries have experienced slight adjustments. In terms of theme stocks , sugar substitute concept, online travel , condiment concept, beer concept, prepared dish concept, outdoor camping, community group purchase , CRO, liquor, diamond cultivation, blind box economy, virtual power plant, blade Battery , SMIC Concept, Film and Television Concept, etc. led the gains.

Hot sector

Tourism hotels are strong: Lijiang shares 3 board, Zhangjiajie, Guilin Tourism, Emeishan, Tongqing Building, Huatian Hotel , Zhongke Cloud Network , Jinling Hotel , Yunnan Tourism daily limit, Western Region Tourism, Jiuhua Tourism, Lingnan Holdings , Qujiang Culture and Tourism, etc. rose more than 5%.

Food processing is strong: Yiming Food , Zhongju High-tech , Wei Zhixiang, Sunshine Dairy, and Ximai Food have reached daily limit, while Pinwo Food, Panda Dairy, Ligao Food , and Jiajia Food have increased by more than 5%.

The brewing industry is strengthening: Yingjia Gongjiu , Bairun Shares daily limit, Shuijingfang , Shehe Liquor Industry , Chongqing Beer , Yilite , Jiugui Liquor , Laobaigan Wine , Kouzijiao , Jinfeng Wine , Wuliangye , etc. rose more than 5%.

Semiconductors are strengthening: Yingji Chip, Rockchip daily limit, Tianyue Advanced, Wingtech Technology , Changguang Huaxin, Xinpeng Micro, Seripu, Leon Micro, Dongwei Semiconductor, Macro Micro Technology, etc. rose more than 5%.

CRO concept strengthened in the afternoon: Heyuan Biotech rose more than 10%, Yaoshi Technology , Haoyuan Pharmaceutical, Jiuzhou Pharmaceutical , Chengda Pharmaceutical, Porton Holdings , Tigermed , Medicilon , , WuXi AppTec , etc. rose more than 3%.

News

Ministry of Industry and Information Technology: Communications itinerary card cancels the "asterisk" mark

In order to resolutely implement the general strategy of the Party Central Committee and the State Council on "foreign prevention of input, domestic prevention of rebound" and the general policy of "dynamic clearing", support efficient and coordinated epidemic prevention and control To promote economic and social development and facilitate travel for users, the "star" mark on communication itinerary cards will be canceled from now on.

Two ministries and commissions: Do a good job in implementing phased price subsidies after the international oil price reaches the upper limit of regulation

When the price of crude oil in the international market is higher than the national upper limit of refined oil price regulation (USD 130 per barrel), phased price subsidies will be implemented for oil refining companies , the duration of the policy is temporarily controlled at two months. If the price of crude oil in the international market continues to be higher than the upper limit of refined oil prices stipulated by the state, the relevant control policies will be clarified in advance.

html New energy vehicle retail sales in 16 may hit a record high

Data from the Passenger Car Association shows that from June 1 to 26, the passenger car market retailed 1.422 million vehicles, an increase of 27% year-on-year and an increase of 37% compared with the same period last month. At present, the strong retail sales in June are better than the industry's policy expectations. The overall market retail performance in June is worth looking forward to. The trend of new energy vehicles by major manufacturers in June is also growing at a very high speed. It is expected that the retail sales of new energy vehicles in June this year will be nearly 500,000, which may reach a record high.

Jufeng’s view

pre-market judgment: European and American stock markets adjusted simultaneously overnight, oil and gas stocks fell sharply, international oil prices shot up and fell back , and it is expected that A-share related sectors will start to adjust. Today is the last trading day for A-shares in the first half of the year. It is expected that the overall situation of and will remain within a narrow range. Indexes that have risen too much in the first half of the year may continue to correct, so be careful not to chase the rise.

The three major A-share indexes opened with mixed gains and losses. The Shanghai Composite Index opened down 0.08%, the Shenzhen Component Index opened up 0.11%, and the GEM Index opened up 0.28%. Attractions and tourism, hotels and restaurants led the gains at the opening, and automobiles, vehicles, The real estate services sector led the decline.

After the opening of trading, major consumer sectors: tourism, hotels, beer, food and beverages, prepared dishes, duty-free shops, liquor, dairy and other sectors all rose, with the sector increase exceeding 2%. Among the most popular sectors in the market recently, the photovoltaic, securities, and semiconductor sectors have risen slightly. The market overall showed a general upward pattern. As the real estate and automobile sectors narrowed their declines, the Shanghai Composite Index returned to 3,400 points.

As the market opened in the afternoon, the stock indexes tended to rise. The Shenzhen Component Index, GEM Index, and Science and Technology Innovation 50 Index once expanded to more than 2%; the semiconductor, real estate development, construction and decoration, power equipment, brewing and other sectors increased significantly in the afternoon. In late trading, the Hang Seng Technology Index plunged sharply, the A-share gains narrowed, and the tourism, hotel, and semiconductor sectors fell significantly.

Overall, the current market is gradually interpreting the trend from rebound to reversal. The Shanghai Stock Exchange Index has continuously exceeded the 4 integer points of 3000, 3100, 3200, 3300, and 3400 points within two months. It is unlikely that it will continue to rise rapidly. The structural characteristics of the market have not changed. Growth stocks and value stocks are emerging one after another. Investors can grasp the rhythm of market rotation and try to avoid chasing the rise and killing the fall. It is worth noting that today is the closing day of the first half of the year, and the fund's heavyweight stocks performed well; while the external market fell across the board, investors still need to beware of the risk of strong earthquakes in the stock index.

Investment advice:

Jufeng Investment Consulting believes that the factors currently suppressing the sentiment of A-share investors are still geopolitics, dollar contraction, economic downturn and other factors. The Politburo meeting on April 29 issued the strongest message to stabilize expectations and the market. Military industry, wind power, photovoltaics, lithium batteries, chips and other track sectors that took the lead in mid-term adjustments during the year stopped falling and rebounded, activating the market's long confidence; and are expected to lead The market launched a wave of intermediate market prices before the mid-term report window period came. At present, the market has strengthened across the board. It is recommended that the mid-term focus is on companies whose first-quarter reports have grown year-on-year and quarter-on-quarter, especially high-prosperity leaders such as new energy, semiconductors, and military industries.

[Strategy review:

1. After the Qingming Festival, we recommend paying attention to track stocks. The logic is that track stocks that are the first to make adjustments and have the deepest adjustments stop falling and rebound, can activate the market's long-term confidence!

2. From late April to the present, the military, chip, photovoltaic and other industry indexes have all increased by more than 25%;

3. On April 21, we adjusted the main line of infrastructure to the theme of low-priced state-owned assets reform, and reminded state-owned assets in the afternoon of May 31 The theme of reform may be adjusted in the short term.

html In 14 and May, we pointed out clearly: Track stocks are expected to lead the market to launch a wave of intermediate market prices before the interim report window arrives. Currently, A shares are moving forward with hesitation!

5. On June 6, the main investment line was revised to: high-prosperity track stocks + recent net inflows of ETFs into the medical and biological sector]

[Short-term attention]

After the market closed last Friday, we reminded: With the end of the college entrance examination and high school entrance examination, tourism hotels, Sectors such as aviation and airports and consumer electronics are expected to usher in the peak consumption season, and they can also be paid attention to in the short term. So far this week, these sectors are still the hottest sectors in the market. You can continue to pay attention to dips and not chase the rise.

(Author: Ding Zhenyu Practice Certificate: A0680613040001)