On Thursday, February 17, 2022, the dragon and tiger list was analyzed.
Stock speculation these days is based on memory, oversold and rotation style is distinct!
oversold style:
Monday: oversold popular stocks rebounded sharply. Rare earth permanent magnet ( China Aluminum International Engineering Corporation Limited(601068) , Innuovo Technology Co.Ltd(000795) ) and other rare earth permanent magnets are almost the anti pumping space of two trading boards.
Tuesday: the profit-making effect of this oversold direction began to spread to the oversold growth track. Cro medicine and medical ( Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) ) only maintained a reversal space of the daily limit.
Wednesday: the capital returned to a high level, and the capital construction sector rose in batches, but only focused on local stocks in Zhejiang;
Thursday: funds returned to the growth track again, with mineral resources stocks upstream of lithium batteries such as salt lake lithium extraction, phosphorus chemical industry and fluorine chemical industry as the rebound pioneer.
look at the next wheel style:
General rotation market has an operation idea, that is, buy weak rather than strong. For example, the tourism sector continued to weaken after the daily limit on Monday; After the capital construction sector staged a trading tide on Wednesday, there was a collective differentiation on Thursday.
In the context of this rotating market, lithium and other new energy tracks with the strongest performance today may have the greatest probability of differentiation tomorrow. However, it should be treated differently. Phosphorus chemical industry and fluorine chemical industry are better than pure lithium battery.
Therefore, maintaining the previous view, under the stock capital game, “buy the weak rather than the strong” is a relatively stable strategy.
today’s list
1) organization list
2) foreign investment list
3) hot money list
analysis of dragon tiger List focus stocks
I, Henan Qingshuiyuan Technology Co.Ltd(300437) (300437)
1) core logic: soil remediation + membrane + phosphorus + water cloud trace. The company’s main product is water treatment agent.
Soil remediation: the company cooperates with the ecological environment research center of the Chinese Academy of Sciences to jointly build a soil and ecological remediation R & D center to further carry out R & D, investment, construction and operation in the fields of zero discharge of industrial wastewater, reuse of urban sewage, black and smelly water remediation, river treatment, sponge city construction, soil and ecological remediation for the government and enterprises.
Membrane technology: at present, the company has an overall solution for seawater desalination and ultrafiltration membrane integrated equipment technology for pretreatment, which can implement seawater desalination projects and reach the level of drinking water. Ningbo Taoyuan water plant has been officially put into operation since June 19, 2020. It is the largest water plant using submerged ultrafiltration membrane treatment process in China.
Phosphorus trichloride: at present, the company has an annual capacity of 60000 tons of phosphorus trichloride in the old plant and 180000 tons of water treatment agent expansion project in the new plant. The trial production has been basically completed. At present, it is applying for acceptance and handling relevant certificates. (phosphorus trichloride is one of the core materials of lithium hexafluorophosphate)
Water cloud trace: the main business of water cloud trace technology is water treatment equipment, water quality monitoring sensors, water treatment system measurement and control equipment, water quality analysis instruments, etc. Water cloud tracking system is a water treatment intelligent control system based on Internet and big data platform. It aims to apply advanced sensor technology and Internet technology to the field of industrial water treatment and realize automatic dosing, online monitoring, network transmission and remote control of industrial water treatment system. At present, the company has an annual production capacity of 1000 intelligent terminals and 5000 water quality monitoring sensors.
2) fund nature: front line hot money assassins bought 39.78 million yuan today;
3) technical highlights: in the early stage of last year’s bull stock, the stock price oversold, there were two bottom sounding actions at the bottom, and the KDJ bottom deviated from the second golden fork.
Risk warning: policy promotion is not as expected; The progress of the construction project is less than expected; Product price fluctuation risk; The promotion of carbon emission trading was less than expected.
