Reviewing the performance of gold stocks of securities companies in January, the most bullish gold stocks are Nanjing Shenghang Shipping Co.Ltd(001205) and the most bear gold stocks are Baoji Titanium Industry Co.Ltd(600456) . With the end of the year of the ox stock market and the return of the Spring Festival, the year of the tiger is about to open. According to the gold stocks of the eight major securities companies in February, most institutions favor the fields of power equipment, food and beverage, medicine, biology and computer. Among them, Chow Tai Seng Jewellery Company Limited(002867) has been mentioned by institutions the most. Secondly, Kweichow Moutai Co.Ltd(600519) , Midea Group Co.Ltd(000333) , Industrial Bank Co.Ltd(601166) have also been recommended by many institutions. Do you have a position?
According to the data of China stock market news choice, looking back on the market performance of securities companies’ gold stocks in January, the top three increases were Nanjing Shenghang Shipping Co.Ltd(001205) (21.32%), Shenzhen Jinjia Group Co.Ltd(002191) (12.69%), Three’S Company Media Group Co.Ltd(605168) (11.52%), and the top three decreases were Baoji Titanium Industry Co.Ltd(600456) (- 36.17%), Perfect World Co.Ltd(002624) (- 32.99%) and Shinva Medical Instrument Co.Ltd(600587) (- 32.64%).
Among the gold stocks of securities companies in February, institutions mostly chose power equipment (7), food and beverage (6), medicine and Biology (6) and computer (6). In terms of individual stocks, Chow Tai Seng Jewellery Company Limited(002867) was recommended by three institutions. Secondly, Kweichow Moutai Co.Ltd(600519) , Midea Group Co.Ltd(000333) , Industrial Bank Co.Ltd(601166) , Zhejiang Nhu Company Ltd(002001) , Focus Media Information Technology Co.Ltd(002027) , Flat Glass Group Co.Ltd(601865) was also recommended by two securities companies.
As a leading brand in the gold market in 2027, it is expected that the consumption rate of open source securities will continue to rise. Its provincial representative model is expected to bring important increment to the company in terms of channel expansion, breakthrough of commanding heights and growth of gold products. In addition, the company recently launched the latest store product distribution model, which is expected to promote the performance of single stores after promotion.
For industry configuration, Zheshang Securities Co.Ltd(601878) it is suggested to focus on two main lines: steady growth and consumption. In the direction of steady growth, it is expected that the “steady growth” policy will be fully implemented in 2022 and will become one of the core main lines in the capital market. It is suggested to pay attention to traditional infrastructure such as building materials and new infrastructure such as wind power and photovoltaic. In addition, the benefits of consumer inflation scissors narrowed, the consumer sector is also worth noting, such as: high certainty of Baijiu and medicine, benefit from subsidized appliances and consumer goods.
For the future, Shenwan Hongyuan Group Co.Ltd(000166) believes that the oversold rebound is worth looking forward to, but it still needs patience to continue to pick up. The market has expectations for the rebound after the Spring Festival, but it is generally pessimistic about the second quarter. China’s economic cycle is downward and the tightening expectation of the Federal Reserve is clear. Medium term concerns suppress the willingness to do long in the short term. If the market is to continue to recover, the following conditions are required: 1. The market finds that the policy can give consideration to medium and short-term stable growth and long-term economic stability, or at least see that the data of social finance, credit and infrastructure investment in the short term are significantly higher than expected. 2. The 2022 first quarter report of the overvalued track continues to verify the high boom, or the strength of China’s “wide currency” exceeds expectations. In addition, the Fed’s tightening pace is no longer marginal than expected, which is also an important external guarantee for market stabilization.
