Reporter Zhao Ziqiang
htmlOn September 29, the three major indexes of A shares opened high and fluctuated and fluctuated in unevenly. The turnover volume of the two markets continued to shrink, and northbound funds were net buying, and the industry and individual stocks fell more and rose less. Can A-shares stabilize after fluctuating? Where are the investment opportunities?As of the close of September 29, Shanghai Composite Index fell 0.13% to close at 3041.20 points, the Shenzhen Component Index rose 0.18% to close at 10919.44 points, and the ChiNext Index rose 0.83% to close at 2333.00 points; the total turnover of the Shanghai and Shenzhen stock markets was 624.57 billion yuan, a decrease of 3.50% from the previous trading day; northbound funds net purchases of 3.429 billion yuan; overall, there were 1,638 stocks rising and 3,173 stocks falling.
Shenwan first-level industries, 10 of the 31 industries rose, accounting for 32.26%, among which the coal industry rose by 2.35%, ranking first; in terms of decline, the real estate industry ranked first, with a decline of 2.28%. In terms of
's daily limit, 29 stocks closed at the daily limit price, of which 11 stocks rose, and the stock prices have risen for more than 3 trading days in a row. In terms of limit down, 31 stocks closed at limit down. From an industry perspective, the number of stocks in the daily limit in industries such as pharmaceuticals, biology, automobiles and computers ranks among the top three, and the number of stocks in the daily limit was 4.
Table: List of stocks with a rise of 3 consecutive days and closed at the daily limit today
Table: Zhao Ziqiang
For the recent A-share trend, Hao Xinming, fund manager of Fangxin Wealth Investment, believes that the current trading volume is gradually shrinking, and investors are in a low mood. Coupled with the impact of global interest rate hikes on the tightening of liquidity and the uncertainty of the domestic epidemic, the market will continue to decline in the negative downward trend of two and one. At present, the technical indicators of time point are oversold and have the conditions for a short-term rebound. In terms of operation, it is mainly based on the oversold rebound strategy. Patiently wait for the right entry point after the bottoming is successful.
General Manager of Huahui Chuangfu Investment Yuan Huaming said that there are many uncertain factors in the market around the National Day, investors are cautious, and the action potential of A-shares is weak. On the other hand, the market has been fully adjusted, and low valuation and loose liquidity have limited downward pressure and space for the market. There is a high possibility that the market will maintain fluctuation and consolidation, sector rotation, and waiting for direction guidance in the short term. Rong Hao, partner of wealth management of
Private Equity Ranking Network , said that due to the impact of the epidemic, the continued interest rate hike of the US dollar, and international conflicts, market transactions have continued to be sluggish recently, and the prices of many popular tracks have been digested to a certain extent. The current points and valuations have a certain cost-effectiveness, but under the influence of uncertainties, they will continue to fluctuate in the short term.
Yuan shares have been on the board for 5 consecutive times
html On September 29, Yuan shares rose 9.97% to close at 7.17 yuan. Since September 23, the stock has closed at the daily limit for five consecutive trading days as of September 29, with a cumulative increase of 61.12%. The latest A-share market value of this stock is 8.856 billion yuan, and the circulating market value of A-share is 48.133 billion yuan.trading public information released by the Shanghai and Shenzhen Stock Exchanges on September 29, 2022 shows that Yuan Co., Ltd. became the securities with a price amplitude of 15% on the day and the securities with a 7% increase in on the same day.
According to the backtest of the success rate of Tonghuashun Institution, Shenzhen Stock Connect special purchases 39.7048 million yuan. After the business department bought it, the probability of rising the next day was 50%, with an average profit of 0.31%. The highest yield is that it sells after holding the shares for 1 day, with a yield of 0.31% and a success rate of 50%. The Shanghai Tibet South Road Securities Branch of Dongwu Securities Co., Ltd. bought 30.8065 million yuan. After the branch bought, the probability of rising the next day was 36%, with an average profit of -1.36%. The highest yield is that it sells after holding the shares for 1 day, with a yield of -1.36% and a success rate of 36%. Public information shows that the company's main business is the research and development, production and sales of plastic pipeline products. Yuan Solar, a wholly-owned subsidiary, is mainly engaged in the research, development, production and sales of energy-saving and environmentally friendly products in the field of solar photovoltaic power generation systems and new energy. The company stated on the Interactive Platform that the company has gas pipeline products, and the current business accounted for a small proportion. The subsidiary Yuan Xinneng has outdoor portable photovoltaic energy storage products.
The coal industry led the rise
html On September 29, the coal industry in Shenwan's first-level industry led the rise, with an increase of 2.35%, and received a net inflow of 299 million yuan of large order funds. Among the 38 individual stocks in the industry, 31 rose, accounting for 81.58%, of which 4 individual stocks rose by more than 5%.For the investment opportunities of coal stocks, Guohai Securities stated that the inventory of power plants in eight coastal provinces has recently exceeded 30 million tons, and the supply and demand of power coal market is basically stable. Centralized procurement in the non-electric industry has also driven this round of coal prices to rise rapidly, but the rapid rise in coal procurement costs has embezzled industry profits, increased prices, and limited downstream acceptance capacity. This week, the prices of urea and methanol are also gradually declining, and it is expected that the procurement demand in the later period will stabilize. The increase in the proportion of coal in the long term is beneficial to the supply and demand relationship of the coal market in the long term, but in the short term, it will cause the market coal supply to shrink and form a strong support for market prices. Coal nuclear capacity has been released a lot, and in the short term, supply elasticity is relatively weak. The industry is expected to maintain a high prosperity and maintain the industry's "recommended" rating.
Industrial Securities said that in terms of thermal coal , inventory has continued to increase before the holiday, and coal mines and railway transportation capacity is preferred. The market coal resources are slightly scarce, and the prices of production continue to rise. In terms of coking coal, the market has stabilized and improved, and the prices of double-coke futures have rebounded. Before the festival, downstream coking companies purchased appropriate amounts of raw material coal to replenish warehouses, supporting a slight increase in coking coal prices. Overall, in the context of relatively stable supply, the domestic economic recovery is still the main line of demand that is paid attention to in the medium term, and coal prices are expected to remain at high fluctuations. Recommended combination: China Shenhua , Shaanxi Coal Industry , Power Investment Energy, Lu'an Environmental Energy , Jinkong Coal Industry, Huaibei Mining , Yanzhou Coal Industry, and Shanxi Coal Industry.
picture | Site Cool Heluo Baotu.com
production | Zhang Xin
review | Zhang Ying
editing | Sun Qian
final review | Dong Shaopeng
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