China business reported that the year of the ox A-share ended miserably, and the Shanghai index fell by 8.03% in the whole year. How to find opportunities in the first month of the year of the tiger? As of January 31, 11 securities companies had announced their monthly investment portfolio in February, involving food and beverage, household appliances, medicine, biology and other fields.
which stocks get the most roll calls?
According to incomplete statistics, among the "gold stocks" list of securities companies, the most frequently recommended by institutions are Kweichow Moutai Co.Ltd(600519) , Midea Group Co.Ltd(000333) , Chow Tai Seng Jewellery Company Limited(002867) , all of which have been recommended by three securities companies.
In addition, Naura Technology Group Co.Ltd(002371) , Anhui Kouzi Distillery Co.Ltd(603589) , Luzhou Laojiao Co.Ltd(000568) and other seven stocks were recommended by two securities companies.
In terms of rise and fall, Dawning Information Industry Co.Ltd(603019) rose by more than 10% in the month, and the latest closing price was 30.35 yuan; Naura Technology Group Co.Ltd(002371) fell 18.45% to 283 yuan in the month.
how can I go in the future?
Looking forward to the future, securities companies generally believe that the spring market is still expected, and A-Shares are expected to restart at the bottom.
Galaxy Securities pointed out that at present, the correction of A-Shares driven by external risks has released certain risks, and the valuation of A-Shares has also fallen to a lower position. In the future, the spring market driven by steady growth may gradually open after the investor sentiment stabilizes and some track risks are gradually released.
Everbright Securities Company Limited(601788) also believes that the logic of the market this spring is still tenable, and the market style switching trend since December 2021 is also a reflection of the restless market to a certain extent.
East Asia Qianhai Securities said that standing at the current time point, the spring market is expected to restart at the bottom. During the window period of the pre policy in the first half of the year, with the correction of liquidity expectations, the growth sector whose valuation has been digested is expected to usher in new opportunities.
which industries are the most popular?
In the direction of allocation, most brokerages are optimistic about big consumption and investment opportunities, such as Baijiu, medicine, household appliances and so on. In addition, securities companies are optimistic about the growth opportunities for good annual performance.
Northeast Securities Co.Ltd(000686) pointed out that attention should be paid to the expected improvement of TMT, policy oriented infrastructure and mass consumption, as well as medicine and new energy with high cost performance.
Everbright Securities Company Limited(601788) believes that it is recommended to pay attention to the two main lines of steady growth and consumption. Pay attention to traditional infrastructure such as building materials and new infrastructure such as wind power and photovoltaic; Focus on the high definition of Baijiu and medicine, as well as home appliances and consumer goods that benefit from subsidy policies.
Western Securities Co.Ltd(002673) investors are advised to grasp four main lines from the structure:
(1) as the annual report performance is gradually realized, the growth sector is expected to become the phased main line of the market after the Spring Festival;
(2) securities companies benefiting from the recovery of transactions and the comprehensive registration system;
(3) offline economy represented by catering tourism and commercial retail;
(4) essential consumer goods benefiting from price transmission from PPI to CPI, especially the agricultural sector.
