Reporter of the Economic Business: Wang Haimin Reporter of the Economic Business Business: Peng Shuiping
In June this year, A-share market continued the rebound momentum in May, among which various "track stocks" performed more prominently.
With the closing of Hong Kong stock at 4 pm on June 30, the "report card" of various brokerage gold stock combinations in June 2022 was officially released. According to statistics from each market, in June this year, the average increase of reached 9.33%, setting a new high for the year. During the same period, the Shanghai Composite Index rose 6.66%, and the ChiNext Index rose 16.86%. In addition, in June, the yields of gold stock portfolios of 50 securities research institutes were all positive, which is the first time this year.
Image source: Photo Network-401347192
In addition, judging from the overall return ranking of securities companies' gold stocks from January to June, after two consecutive months of rebounds in May and June, the cumulative yields of two securities companies' gold stock portfolios in the first half of this year have "turned positive".
htmlAverage increase of securities companies' gold stocks in June exceeded 9%After the closing of Hong Kong stocks this afternoon, the "report card" of various securities companies' gold stock portfolios in June 2022 was officially released. According to statistics from each market, in June this year, the average increase of 335 gold stock targets in the entire market reached 9.33%, while the Shanghai Composite Index rose 6.66% during the same period. At the same time, the yields of gold stock portfolios of 50 brokerage firms in 6 were all positive in June, which is the first time this year.
From the distribution of gold stocks in June, the top 5 industries with recommendation frequency are food and beverage, automobile, basic chemical industry, electronics, and power equipment. Among them, sectors with concentrated track stocks such as automobiles and power equipment performed outstandingly in June this year, becoming the main factor driving the returns of securities companies' gold stock portfolios in June.
According to statistics, the gold stock Changan Automobile , which had the highest increase in June, had a monthly increase of 64.17%. A month ago, a total of three brokers, including Huachuang Securities , West China Securities and CITIC Construction Investment , recommended Changan Automobile, among which West China Securities ranked third in the industry in June's gold stock portfolio yield.
Specifically for stocks, , in May and June this year, Kweichow Moutai were the gold stocks with the largest number of recommended securities companies, with 15 and 12 securities companies respectively recommended.
In addition, the gold stocks that recommended a large number of securities companies in June also include BYD , China China Duty Free, Qingdao Beer , China Power Construction , Mango Super Media , longi Green Energy, Air China , Maiwei shares , Oriental Fortune , Northern Huachuang , Zhongke Chuangda , Zhenhua Technology , Yiyuan Communications, Subot, Aerospace Electrical Appliances, etc.
Judging from the actual performance in June, the above-mentioned popular gold stocks have finally stopped "died in the light", and the overall "security" is relatively high. Except for some gold stocks, most other gold stocks have achieved good returns in June.
Caitong Securities , Shenwan Hongyuan Gold Stocks portfolio has the first to "turn positive" this year. According to statistics from each market, the top 10 securities companies in the industry's yields in June are Oriental Fortune Securities, Pacific Securities , West China Securities, Kaiyuan Securities , Ping An Securities , Sichuan Finance Securities , CITIC Securities , China Merchants Securities , Galaxy Securities , Guolian Securities gold stock portfolio.
The top 10 securities companies' gold stock portfolio in the industry in June 2022 (data source: each market)
Among them, the yield of the Oriental Fortune Securities gold stock portfolio has ranked first in the industry for two consecutive months. The reason why the yields of the gold stock portfolios of West China Securities, Kaiyuan Securities and Galaxy Securities can squeeze into the top 10 in June is related to the emergence of some bull stocks in the gold stock portfolios of these securities companies. For example, Pain Technology, jointly recommended by Kaiyuan Securities and Galaxy Securities, rose 54.56% in June.
On the other hand, according to statistics from each market, the bottom 10 securities stock portfolios in the industry ranked in June are Xinda Securities , Founder Securities , Oriental Securities , Dongguan Securities , Guoyuan Securities , Great Wall Securities , Tianfeng Securities , Everbright Securities , Southwest Securities , and Guosheng Securities Gold Stock portfolio. Among them, the yield of Cinda Securities' gold stock portfolio ranked third in the industry in May.
00 The yield ranking of the bottom 10 securities companies' gold stock portfolios in the industry in June 2022 (data source: each market)
Judging from the overall return ranking from January to May this year, the gold stock portfolios of each securities companies are still in a state of "comparing who loses less". However, after two consecutive months of rebounds in May and June, the cumulative yields of a small number of securities companies' gold stock portfolios have turned positive from January to June.
According to statistics from each market, from January to June this year, the cumulative yields of the monthly gold stock portfolio of Caitong Securities and Shenwan Hongyuan were 2.78% and 1.92% respectively, which are also the only two securities stock portfolios in the industry with positive cumulative returns in the first half of this year. In addition, in the first half of this year, the gold stock portfolios that can rank among the top ten in the industry due to the small losses also include Guosheng Securities, Kaiyuan Securities, Galaxy Securities, Pacific Securities, Huachuang Securities, Everbright Securities, Minsheng Securities , Zhejiang Securities gold stock portfolios.
22, the top 10 securities stock portfolios in the industry with yields from January to June 2022 (data source: each market)
On the other hand, the securities stock portfolios that fell by more than 20% from January to June have significantly reduced from more than 20 in January to May to 8. According to statistics, in the first half of this year, the gold stock portfolios ranked in the bottom ten in the industry were Founder Securities, Dongguan Securities, Great Wall Securities, Guojin Securities , Dongwu Securities , Zhongyuan Securities , Guangdong Securities, China Merchants Securities, Southwest Securities, and Guoyuan Securities Gold Stock portfolios.
The yield of securities companies ranked the bottom 10 in the industry from January to June 2022 (data source: each market)
Among them, Founder Securities, Dongguan Securities, Great Wall Securities, Guojin Securities, Dongwu Securities, Zhongyuan Securities, Guangdong Securities, and China Merchants Securities' gold stock portfolios all suffered losses of more than 20% in the first half of this year.
Daily Economic News
Daily Economic News
