A shares are about to open. How should we start in the year of the tiger?
Up to now, more than 10 brokerages have released the gold shares in February, and most of them are optimistic about big consumer investment opportunities, such as Baijiu, jewellery, home appliances and so on. In addition, some securities companies are optimistic about the growth opportunities for the good performance of the annual report.
In the latest February gold stock list, jewelry giant Chow Tai Seng Jewellery Company Limited(002867) was recommended by three institutions at the same time, Beijing Roborock Technology Co.Ltd(688169) , Kweichow Moutai Co.Ltd(600519) , Industrial Bank Co.Ltd(601166) , Anhui Kouzi Distillery Co.Ltd(603589) and so on.
Looking back on January, the gold stock portfolio of securities companies closed down one after another, and only Tianfeng Securities Co.Ltd(601162) , Zhongtai Securities Co.Ltd(600918) , Zheshang Securities Co.Ltd(601878) gold stock portfolio outperformed the Shanghai stock index. Tianfeng Securities Co.Ltd(601162) emphasized the layout prospect of hard technology track and dilemma reversal last month, and was optimistic about the rebound after the Spring Festival.
leading consumer stocks pushed by institutions
In terms of individual stocks, Chow Tai Seng Jewellery Company Limited(002867) was recommended by three institutions at the same time, Kweichow Moutai Co.Ltd(600519) , Beijing Roborock Technology Co.Ltd(688169) , Yonyou Network Technology Co.Ltd(600588) , Contemporary Amperex Technology Co.Limited(300750) , Industrial Bank Co.Ltd(601166) , Anhui Kouzi Distillery Co.Ltd(603589) and other securities companies.
The main reason why Chow Tai Seng Jewellery Company Limited(002867) is recommended is that institutions are optimistic about the potential of new consumption. Zheshang Securities Co.Ltd(601878) believes that the demand increment brought by the new consumption trend of "aesthetic awakening" of consumers; Secondly, leading brands will gain greater voice in the industrial chain, so as to strengthen the output of single stores, store expansion and benefit distribution.
Kaiyuan Securities said that gold and jewelry consumption is expected to continue its high boom in 2022. As a leading brand, the market share of Chow Tai Seng Jewellery Company Limited(002867) is expected to continue to increase. 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 February, gold stocks focused on two main lines
In terms of industry allocation, the agency suggested that in February, attention should be paid to two main lines focusing on stability, namely, steady growth and consumption. In addition, some securities companies are optimistic
