Information can be followed from China New Material Network price increase theme
On Thursday, A shares shocked most of the shareholders. The early trading opened sharply and walked down. In the afternoon, it rebounded and fell slightly by 0.04%throughout the day. It is worth noting that resource stocks have become a major A -share support yesterday. Among them, the new energy vehicle field has risen "lithium" and multiple stocks have daily limit. The non -ferrous metal field is expensive and the rare earth sector is expressed. The reporter learned that many institutions believe that the pressure on market selling is expected to weaken and the short -term is expected to bottom out, but whether it can rising systematically needs to be observed. However, leading stocks such as lithium batteries, rare earth, titanium pink, vitamins, and agricultural products such as lithium batteries, rare earth, titanium pink powder, vitamins, and agricultural products may have opportunities for intervention. Text/Table Guangzhou Daily reporter Zhang Zhongan "Today's trend may indicate that the funds have begun to intervene at the low level," said a private equity person. Data show that in the context of a sharp decline in the European and American stock market overnight, after A shares opened sharply on Thursday, the straight line dived, and the Shanghai Stock Exchange Index fell below 2800 points. However, the rebound was unfolded, and the closing decline narrowed to 0.04%. Therefore, many institutions believe that after continuous decline, short -term adjustments may be in place. On Wednesday evening, the US stock market closed sharply, and the Asia -Pacific market also performed yesterday. In the early morning on Thursday, the influence of the news of the inter -cross -over -definition and the influence of Hengxin Mobile "suddenly" changed the category of the industry category of the merger and acquisition objects. The bottom rising recovery of 2,800 points, the end of the end of the market is active, breaking the silence, making A shares collect a rare yang line. Yesterday, the Shanghai City deal was 140.8 billion yuan, and the Shenzhen City transaction was 239.4 billion yuan. Is the short -term adjustment of A shares in place? According to the reporter's understanding, although many institutions are still empty in A shares, in terms of continuous adjustment, there seems to be a need to rebound. "Our team's judgment is that the short -term adjustment should be in place, from nearly 3100 points to about 2780 points, the adjustment range is close to 10%, and many stocks have fallen by more than 25%since May. The decline in mid -to -late August and January this year, otherwise, the short -term callback is already very large. "The private equity person told the reporter of Guangzhou Daily. Jufeng Investment Consulting also said that after the continuous killing, the stock index bottomed to rebound, and some of the funding funds began to intervene. The data extracted from the Flush iFind system also showed that the pressure of large orders also weakened significantly. On the 12th, the large single net sales scale of the two cities had dropped from 66.357 billion yuan on the 6th to 7.374 billion yuan, a decrease of 25.91%month -on -month. And from the perspective of the sector, large orders began to flow into financial, electricity and other sectors. For example, financial stocks had net inflow of 1.066 billion yuan yesterday. Among them, Ping An and China Pacific Insurance had net inflows of 283 million yuan and 118 million yuan, respectively. In addition, Industrial Bank, China Merchants Bank, Haitong Securities, CITIC Securities, Minsheng Bank, etc. all have a record of net inflow of large funds. The rebound is still very weak. The return of the stocks. "Although it is a deep V market today, the index fell nearly 2%to fall to 0.04%. What does it explain? On the one hand, the V -type rebound may mean that after continuous decline, the space that continues to fall is limited, and some funds start to enter the venue. But on the other hand, the watches of funds are still strong, and the willingness to chase the low position is weak. The whole From the perspective, the pressure of A -share rebound is still quite high. Investors should not have too high expectations. "A macro analyst of a securities firm who did not want to disclose his identity believed. Some brokerage agencies have stated that although the bottom of the A -share bottom on Thursday has been rising and the market has been shocked in the short term, the core elements of the market's stability are still not clear enough. However, analysts of Huatai United Securities Market said: "According to the trend of new policies, the current structural market may no longer be the concept stocks that rely on mergers and acquisitions, reorganization, and reorganization. Periodic stocks, even traditional industries. "Among them, the market is very popular in the area of product price increases. Yesterday, the price increase was" lithium "and" rare "as the expensive market. Materials such as multiple lithium batteries have daily limit. Rare earth stocks such as Guangsheng, Shenghe Resources, Xiamen Tungsten Industry also soared rapidly. Among them, Guangsheng Nonferrous and Shenghe Resources have daily limit, and Xiamen's tungsten industry rose more than 9%. In fact, the performance growth of lithium battery listed companies in recent years has increased significantly in recent years. If the price of product prices has soared, the net profit of polyfluorofluoromy in the first quarter of this year has increased by 12.45 times. It is expected that the maximum increase in the first half of the year will reach 25.50 times. The net profit of Tianci Materials in the first quarter of this year was 70.9323 million yuan, an increase of 485.11%year -on -year. This year's interim reporting performance increased by 460%. Rongjie's performance increased by 107.49%in the first quarter of this year, and the overall profit scale of the first half of the year will also increase significantly year -on -year. After the four -year downturn, the price of titanium pink has opened up the rising channel. Some institutions are expected to have an average price of 13,000 yuan/ton in 2016, a 30%increase from the bottom. The average price in 2017 is expected to continue to rise to 15,000 yuan/ton. Leading stocks such as Bilelian and China Nuclear Titanium will be directly returned. At the same time, the demand has rebounded, and liquor companies have also set off a wave of price increases. With the stimulation of supply and national reserve, the performance of rare earth listed companies is also expected to be supported. In addition, the leading stocks of the consumer sector with stable performance are also worthy of attention after the stock price is called, such as Midea Group, Illi, Bainmei, Wan and Electric, etc.