Finance Network reported on August 11 that the three major A-share stock indexes collectively opened lower today. After the opening , the Shanghai stock index turned red and started to fluctuate. the GEM index showed a bottoming rebound trend. It once fell more than 100% during the session. 1%.
As of midday closing, the Shanghai Stock Exchange Index rose 0.27% to 3539.48 points, the Shenzhen Component Index rose 0.15% to 15079.75 points, and the GEM Index fell 0.35% to 3456.42 points. The total transaction volume of Shanghai and Shenzhen stock markets was 807.3 billion yuan, and the actual net outflow of northbound funds was 1.172 billion yuan. 76 stocks in the two cities have reached their daily limit, and 4 stocks of and have reached their daily limit (including ST shares and ). In terms of industry sectors, coal mining, transmission and distribution, non-ferrous metals, electric power industry, real estate, etc. were among the top gainers, while telecommunications operations, brewing industry, medical industry, agriculture, animal husbandry, fishery, aerospace and aviation were among the top losers. In terms of themes, concept sectors such as energy storage, hydrogen energy, low-carbon metallurgy, graphene, fluorochemicals, , carbon trading, and lithium batteries are active.
The positive news stimulated the energy storage sector to continue its upward trend, Easytech , Heshun Electric , Cooltech Power , Sifang Shares , Baichuan Shares , Aotexun , Invic , Ketai Power . China Data, Han Cable Co., Ltd. , Zhiguang Electric htm More than 10 stocks including l3, Costar , Colin Electric , Huayang Shares, and Xinzhu Shares have reached daily limit;
lithium battery concept is picking up, Yongtai Technology , Nebula Shares , Shengquan Group, Longi Machinery , Annada , Tianqi Shares , Tibet Everest, Jinchen Shares , Sichuan Road and Bridge daily limit;
hydrogen energy sector is attracting attention, Quanchai Power , Binhua Co., Ltd. , Zhejiang Xinneng, Huafeng Co., Ltd., Houpu Co., Ltd., Dayang Motor , Shouhang Hi-Tech Co., Ltd. are at daily limit, Nandu Power , Yihuatong collectively rose sharply;
new stock sector was active, Suwen Electric Energy, Xinchai Co., , Wuxi Zhenhua, Valin Cable , Yonghe Co., Ltd., Shuiyou Co., Ltd., Weishi Electronic daily limit;
The real estate sector rose early in the session, China Communications Real Estate hit the daily limit, Gemdale Group , Poly Real Estate , Jinke Shares hit the daily limit, Vanke A rose 8%;
coal mining and processing sector is eye-catching, Panjiang shares hit the limit, Shankong Coal Industry, Lu'an Environmental Energy , Kailuan Shares , Yanzhou Coal Mining rose more than 5%;
stocks , Hualian Comprehensive Supermarket has hit the daily limit for three consecutive days, and the company plans to acquire 100% of the equity of Innovation Metal;
Ningbo Yunsheng has hit the daily limit for two consecutive days, and the company's net profit in the first half of the year has increased by 218%;
Yunzhong Technology has hit the daily limit, and its subsidiary plans to invest 1.124 billion yuan in construction The chip multilayer ceramic capacitor project; the change of control rights of
was terminated, and Dawson shares fell to the limit.
[Institutional Strategy]
Huaxin Securities: There is still the possibility of strength at the beginning of the week, but the Shanghai Stock Index still needs to pay attention to the important pressure area of 3486-3506. At present, the bottoming out last Friday has opened up a new opportunity for the market to rebound. However, if there is no effective large-scale breakthrough, we believe that the trading volume of A-shares in the two cities will most likely fall back for the second time after reaching a high point in the first half of this week. Investors should pay attention to grasp the rhythm of index fluctuations.
Shanxi Securities : Since August, the market style changes have been in line with our expectations. It is expected that the style switching will continue in the future. Investors can pay appropriate attention to the performance of leading stocks in the market. In the medium term, the technology industry continues to maintain a high growth rate, consumption themes may pick up, the overall fundamental support of A-shares is strong, and the upward trend of shocks will continue.
China Galaxy Securities : At present, short-term panic has been released in stages. In the absence of systemic risks in fundamentals, there is no need to worry too much about the market outlook. We remain cautiously optimistic about the market. At the same time, August is a period of intensive disclosure of interim reports, and high-quality stocks with strong fundamentals can be screened.
Huaan Securities : Focus on the main lines of growth, diffusion and cycle. On the one hand, growth performance has a comparative advantage. Looking at the absolute level of prosperity, although consumption performance is certain, the prosperity is relatively low, and the left-hand layout has not yet arrived. On the other hand, liquidity is relatively abundant, and the tone of the 730 Politburo meeting is biased. Warmth, combined with rising risk appetite, focuses more on profits rather than valuations.Therefore, industry allocation in August focuses on two main lines with profit advantages: Main line 1: Growth style, continue to focus on the semiconductor and new energy vehicle industry chains whose prosperity is at an absolutely high level, and at the same time focus on structural opportunities in communications and computers that benefit from the proliferation of growth; Main line 2: cyclical style, focusing on structural opportunities with high prosperity, including the chemical industry, which is at a high level of prosperity, and the general automatic equipment sector that benefits from the upgrading of the manufacturing industry.
