Financial Industry Network August 11 News On Wednesday, the three major stock indexes of A -shares opened collectively, and the Shanghai index shocked in the horizontal market after the Shanghai index turned red. Not surprising, but the energy storage sector continues to ferment as the biggest hotspot throughout the day. As of the close of
, the Shanghai Index rose 0.08 % to 3532.62 points, and the Shenzhen Index fell 0.24 % to 15021.17 points. The total turnover of the Shanghai and Shenzhen cities was 1282.67 billion yuan, the 16th consecutive trading day reached a trillion -dollar scale; the actual net outflow of the northbound capital was 2.848 billion yuan. The 112 -stock daily limit of the two cities, 9 shares (including ST shares). In terms of
industry sector, coal selection, transmission and distribution, steel industry, power industry, non -ferrous metal, etc. have increased, and the wine industry, medical industry, telecommunications operations, food and beverage, brokerage trust and other declines have fallen. In terms of subject matter, energy storage, sodium ion battery , hydrogen energy, carbon trading, lithium battery and other conceptual sectors are active.
favorable stimulus storage sector continues to attack. Sifang Sic -square shares , Entertainment , and Shun Electric , Katai Power, Baichuan , Otxun, Yingvek, Kehua Data, Han cable Shares of , Zhiguang Electric , GCLEN, Coschta , Colin Electric, Huayang Co., Ltd., Xinzhu, New Scenery, Zhongneng Electric, Guodian South, Baoguang, Yingwei Teng, Shandong Zhangzhang, Shandong Zhangzhang Drums, Haixing Electric, Minde Electronics, Shenghong Co., Ltd., Zhongtian Technology, Shengyang Co., Ltd. collectively seal;
hydrogen energy sector attracted attention, Quanchai Power, Xiongtao Co., Ltd., Meijin Energy , Binhua Co., Ltd. , Zhejiang Xinneng, Huafeng Co., Ltd., Ocean Motor , Shouhang Hi -Tech, Tenglong Co., Ltd., Houpu Co., Ltd., Snowman , Yapo Co., Ltd.'s daily limit;
lithium battery concept recovers, Yongtai Technology , Shengquan Shengquan Group, Longji Machinery, Annada , Day Qiqi , Tibet Mount Everest, Nordr, Jinchen Co., Ltd., Sichuan Road and Bridge daily limit;
new shares are active, Suwen Energy, Xinchai , Hua China Ling Cable, Yonghe, Taxou shares, Weishi Electronics daily limit;
coal selection section is eye -catching, Shenhuo shares , Jin Control Coal Industry, Panjiang Panjiang Ring daily limit, open 滦, Yanzhou Coal Industry rose more than 5 %;
New Energy Vehicle Plate has strengthened again, Wuzhou New Year, Da Ocean motor , Wuxi Zhenhua daily limit; Ground , Poly Real Estate and Goldenke Touch the daily limit, million A rose 8 %;
stock , Hualian Super daily limit, the company intends to acquire 100 % stake in innovative metal;
Ningbo Yun daily limit for two consecutive days, the company's net profit increased by 218 % in the first half of the year;
double -star new material daily limit, the company's net profit increased by 160.28 % in the first half of the year;
昀 升 升 升 升, the subsidiary intends to invest 1.24 billion yuan to build a piece of multi -layer Ceramic capacitor project;
Dousen's daily limit, the company's control right changes are terminated.
[Institutional Strategy]
Jufeng Investment Consulting : The current market structure is still relatively clear, that is, the growth of high boom may still be the main force of the market, and the overall valuation of blue chip is high, overlook and rebounds, and overlook and rebound. Repeatedly, there is no basis for continuous market. In the process, on the one hand, we must pay attention to the weakening of the short -term over -declined rebound momentum and the market will turn around again; on the other hand, in the structural market, you can also actively pay attention to the low -suction opportunities of growth targets such as technology.
Guangzhou Wandong : The current technology bull market, big technology and new energy back and forth performance, if you want to stable and have both the direction of attack, pay attention to the maintenance opportunities of the main line. Do not chase up and kill, keep the backset on the main line, hold the stock patiently, and use the rolling position to roll operation.
Yuanda: If the core asset value stocks and the Mao index ingredients have further attacked, the Shanghai Index will be expected to continue to shock and rebound. On the contrary, the Shanghai Index will still shock in the large box structure, and the short -term will return down again.In terms of GEM index , short-term will continue to make trend shock between 3400-3500 points. In terms of operating strategy, in view of the current growth and value styles of switching, everyone can currently be configured in a balanced configuration according to the principle of high and low switching.
CICC: In the long run, we recommend paying attention to China's long -term trends, such as industrial upgrading and consumption upgrades, and the rise of domestic consumer brands. The leading companies in the two major sectors of the electric vehicle industry chain, new energy, advanced manufacturing, and consumption and healthcare will benefit from the long -term growth of China's economy.
Zhongtai Securities: Since the Spring Festival, affected by factors such as high performance, upstream price increases, and high structural valuations, the performance represented by food and beverages is large in performance. To relieve, some companies with core competitiveness are close to a reasonable value range, the Mid -Autumn Festival is approaching, and the traditional consumer industry ushered in the peak season. It can actively pay attention to adjusting the consumer performance white horse.
Oriental Securities : The market hopes that the policy stimulus may increase, which will cause riots in traditional blue chip stocks, but we believe that before the specific policy is landed, the market remains in the market is limited. Boomsses do not have a space for systemic extraction valuations; in operation, investors are advised to pay attention to the prosperity of the prosperity, layout of communication, automotive parts, and chemicals based on cost -effectiveness.
