The A-share market in 2022 has begun. Facing the complex investment environment, securities companies have given the list of gold stocks in February.
According to the statistics of choice, at present, 20 securities companies have released the list of portfolio gold stocks in February, and 154 of them have been recommended (including some Hong Kong stocks). In the industry, a large number of gold stocks are recommended in food and beverage, electrical equipment, computer and other industries; In terms of individual stocks, Kweichow Moutai Co.Ltd(600519) , Citic Securities Company Limited(600030) , Contemporary Amperex Technology Co.Limited(300750) and other leading stocks are recommended more often.
For the market in February, some brokerage analysts believe that after rapid and in-depth adjustment in the early stage of a shares, it is expected to usher in a short-term oversold rebound. On the eve of the two sessions, the market’s expectation of stable growth will be gradually strengthened, and rich thematic investment opportunities will emerge in new and old infrastructure fields. In terms of industry configuration, petroleum and petrochemical, building materials, finance, real estate, communication, photovoltaic, wind power and other directions deserve special attention.
list of gold shares of 20 securities companies released
So far, 20 securities companies have released their monthly portfolio in February, of which 154 stocks have been recommended by gold stocks. The list is as follows.
During the Spring Festival, the Hong Kong stock market, which opened earlier than the A-share market, ushered in a strong rebound. Therefore, some Hong Kong stocks such as CNOOC, meituan-w, China Telecom Corporation Limited(601728) , Tencent holdings and other stocks also entered the recommended list of securities companies.
Data source: China stock market news choice data. Note: securities companies rank in no order
In terms of recommended stocks, Kweichow Moutai Co.Ltd(600519) once again became the most promising stock of securities companies in February, and received joint recommendations from Founder Securities Co.Ltd(601901) , Everbright Securities Company Limited(601788) , Guolian Securities Co.Ltd(601456) , China Galaxy Securities Co.Ltd(601881) , Sichuan finance securities, Soochow Securities Co.Ltd(601555) , China Industrial Securities Co.Ltd(601377) 7 securities companies.
In this regard, analysts at Chuancai securities believe that the annual revenue of Kweichow Moutai Co.Ltd(600519) increased steadily, and the volume of series wine led to a high increase in performance. According to the released production and operation situation and performance forecast of 2021, Kweichow Moutai Co.Ltd(600519) achieved a year-on-year increase of 11.2% in revenue and 11.3% in net profit in 2021.
In the medium and long term, the overall supply-demand relationship of Maotai is stable in terms of volume, and the simultaneous rise of volume and price will open up new growth space for the company. Therefore, it is expected to achieve steady growth in 2022.
Data source: China stock market news choice
In addition to Kweichow Moutai Co.Ltd(600519) , the gold stocks recommended by securities companies more frequently in February also include Contemporary Amperex Technology Co.Limited(300750) , Muyuan Foods Co.Ltd(002714) , China Tourism Group Duty Free Corporation Limited(601888) , Byd Company Limited(002594) , Beijing Roborock Technology Co.Ltd(688169) and other large enterprises. The “Mao” of these industries has received high attention from the market.
In addition, securities companies also continued their bullish view on the large financial sector in January, Citic Securities Company Limited(600030) , Industrial Bank Co.Ltd(601166) , Postal Savings Bank Of China Co.Ltd(601658) , Bank Of Ningbo Co.Ltd(002142) and other stocks were recommended by securities companies.
forecast of future market direction
After the beginning of this week, the A-share market is still in the downward stage of shock. For the current market situation, Guotai Junan Securities Co.Ltd(601211) analysts believe that based on the strategic research and judgment of “optimistic about the gradual recovery of the market after the Spring Festival”, we should strengthen confidence and look at the post-a-share market with optimism.
With the holding of “stable and stable policies”, there is no need to accelerate the development of “stable and stable policies”. Second, the negative factors accelerated convergence, the negative impact of overseas liquidity expectations accelerated digestion years ago, and the real estate risk gradually fell. Finally, according to the calendar effect of previous years, the market performance after the Spring Festival is significantly better than that before the Spring Festival.
On the whole, the market is expected to gradually recover after the Spring Festival.
For the future industry configuration, in addition to some gold stock recommendations, Central China Securities Co.Ltd(601375) believes that China’s economic prosperity has dropped slightly, the steady growth policy is expected to continue to heat up, the overseas market generally warmed up during the long holiday, and the A-share market is expected to stabilize and rebound.
After March, the epidemic factors gradually subsided, and the prosperity of tourism and transportation industries is expected to pick up. China’s policy of stabilizing growth and expanding domestic demand is conducive to the marginal improvement of the real estate and automobile industries. It is suggested to maintain the position and focus on agriculture, forestry, animal husbandry and fishery, consumer services, transportation, automobile, real estate and other industries.
