Source: Kelai Column/Percentage Analysis
There is no winner in the trade war. After the US stock market plummeted overnight, market sentiment was transmitted to the Asia-Pacific market, Shanghai and Shenzhen stock markets opened sharply lower, and individual stocks showed a general decline. afternoon, the ChiNext Index fell to 1850 points at one point, and then rose and led to a rebound in the Shanghai Composite Index. From the perspective of sectors, Hainan, shale gas, free trade port, pig and other sectors ranked among the top in the growth, while domestic software, retail, communication equipment, steel and coal sectors ranked among the top in the decline. The two markets had a total transaction volume of RMB 379.897 billion.
on the daily limit, nearly 50 stocks in the two markets hit the daily limit, 25 new stocks hit the daily limit, Resconda has strong 4 consecutive boards, We recommend Youxunda has strong three consecutive boards, Zhongshi Technology has three consecutive boards; Akeli has four consecutive boards, and Shellett, Shuangcheng Pharmaceutical, Luchang Technology, Dadonghai A, Xingyun Co., Ltd., Guangdong Junya, Honghui Fruit and Vegetable, and Daye Intelligent have two consecutive boards. In addition, Lanxiao Technology and Bichuang Technology, which were specially suspended, both have six consecutive boards, ranking tied for the highest consecutive board stocks in the two markets; Panlong Pharmaceutical is not afraid of special stops and hits the daily limit again, and is currently 8 boards in 9 days.
It is worth noting that the natural gas sector rose sharply in the afternoon, with Petrochemical Machinery, Xinjiang Torch, Guizhou Gas, Potential Hengxin hitting the daily limit , Foran Co., Ltd., Changchun Gas, Huitian Thermal Power , Baomo Co., Ltd., Haimo Technology, etc. rising more than 3%. On the news front, the Ministry of Finance and the State Administration of Taxation notified that in order to promote the development and utilization of shale gas and effectively increase the supply of natural gas, from April 1, 2018 to March 31, 2021, reduced the shale gas resource tax by 30%.
daily limit factors: hot spots are scattered, pharmaceutical stocks perform strongly
stock analysis: Ningde Times supplier Shellett strongly 2 consecutive boards
Jialitu: company achieved operating income of 460 million yuan in 2017, a year-on-year increase of 9.51%; net profit was 82.2646 million yuan, a year-on-year increase of 40.75%. Basic earnings per share is RMB 0.70. The company plans to pay 2.5 yuan for 10 yuan for 4 yuan.
Junda Shares: Hainan Province's "Double Celebration" is coming soon (Hainan Province celebrates the 30th anniversary of its founding and the 30th anniversary of its opening up to the outside world in 2018). Hainan is expected to usher in new development opportunities. It is expected that the planned policies will be gradually introduced and implemented to form a catalytic effect on the sector.
Shuangcheng Pharmaceutical: Nanometer Researcher Zhu Yimin, the Chinese Academy of Sciences Institute of Suzhou Nanometer, has recently screened a new sequence of polypeptide that can be used for tumor immunotherapy. Among listed companies, Shuangcheng Pharmaceutical is a leading company in my country's polypeptide drugs, and the immunomodulatory polypeptide product "Jitai" (thymus method for injection) is the company's leading product.
Shellett: Following Foxconn and WuXi AppTec, CATL is expected to become the third new economy company listed on the A-share market. It is worth noting that it only took Foxconn to go public for the pre-disclosure to the conference, and WuXi AppTec to go public for the conference only took 50 days. If CATL can pass the conference smoothly next Wednesday, it only took 24 days from the pre-disclosure to go public for the conference on March 12, creating a new speed of IPO in the A-share market.
Yinxing Energy: company released its first-quarter performance forecast, with an expected profit of RMB 12 million to RMB 16 million in the first quarter of 2018. The company said that compared with the same period last year, the profit was 2.6735 million yuan, and its performance increased year-on-year, because its new energy power generation companies increased their utilization hours, increased operating income, and improved operating conditions.
daily limit selection: Continuous attention to Chenxin Pharmaceutical
pharmaceutical stocks continue to perform actively, Haili Bio, Shuangcheng Pharmaceutical, Haichen Pharmaceutical and other individual stocks hit the daily limit, Canaan Technology and Huatong Pharmaceutical are all adjusting, Shuanglu Pharmaceutical maintains a high fluctuation. We mentioned earlier that the investment opportunities in 2018 are in the two major sectors of medicine and military industry. The pharmaceutical sector has a relatively bottom compared with last year's liquor and home appliances, which have seen a large increase in the past year, and various industry data continue to grow, and it is expected to see a big market in the later period.
can continue to pay attention to Chenxin Pharmaceutical . The current PEG is significantly less than 1, and the growth rate of net profit is expected to remain stable. Technically, the stock price is in a bullish arrangement, with weekly and monthly trends improving, and the later upward space is expected to be further opened. In fact, our column selected daily limit on March 20 has already recommended Chenxin Pharmaceutical. If you get it now, you will have a 20% return.
Investment Strategy: Pay attention to the defense opportunities of the pharmaceutical sector, avoid the recent popular theme stocks
From the analysis of technical indicators, the MACD index line and KDJ index line on the weekly chart of the Shanghai Stock Exchange market weekly chart are in a dead cross resonance state, indicating that the risk of adjustment at the corresponding level has not been lifted yet; the daily chart Bollinger band lower track line (3090 points) tilt downward to pull the stock index close to it; in addition, the current stock index is in the C wave level adjustment, the overall trend of the market is not optimistic, reduce the position, and put the pocket in peace, and do not chase highs during the trading session! In terms of configuration, it is recommended to pay attention to the defensive opportunities of the pharmaceutical sector and avoid popular theme stocks with high recent gains.
Disclaimer: The content and views in this article are for reference only and do not constitute any investment advice. Investors act on this basis at their own risk. For all accurate information about listed companies involved in this article, please refer to the announcement of the Shanghai and Shenzhen Stock Exchanges. The stock market is risky, so be cautious when entering the market!
