Gold stocks of securities companies come out! The best gold stocks rose 45% last month. How to layout "golden September"?

During the ups and downs of the market in August, some securities companies hit bull stocks with an increase of more than 40%. In September, the market has ushered in a "good start". What direction should the "golden nine silver ten" choose stocks from next?

Looking back on the overall performance of securities companies' gold stock portfolio in August, China Industrial Securities Co.Ltd(601377) gold stock portfolio ranked first with an increase of 10.43%, and realized "nine rises and one fall" among the ten recommended gold stocks. In addition, Changjiang Securities Company Limited(000783) , Boc International (China) Co.Ltd(601696) , Huachuang securities, Kaiyuan securities and other securities companies ranked in the forefront of the gold stock portfolio yield, outperforming the Shanghai stock index in the same period.

Looking forward to September, securities companies have focused on adding cyclical stocks and financial stocks to the gold stock pool. China Industrial Securities Co.Ltd(601377) said that next, focus on cycle manufacturing and grasp the main line of inventory replenishment and economic recovery.

Gold stocks rose by about 45% in August

In August, the performance of gold stocks of securities companies was resumed. Many securities companies added cycle plates such as chemical industry and building materials, and achieved good returns. If the average return of the gold stock portfolio in China Industrial Securities Co.Ltd(601377) August exceeded 10%, all other gains except Xinjiang Goldwind Science And Technology Co.Ltd(002202) fell.

From the perspective of individual stocks, among the gold stock portfolios of securities companies in August, Shandong Taihe Water Treatment Technologies Co.Ltd(300801) recommended by Guolian Securities Co.Ltd(601456) increased the most, with a monthly increase of 44.66%. Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Henan Jindan Lactic Acid Technology Co.Ltd(300829) and other stocks also rose by more than 30%, ranking second and third respectively.

it is worth mentioning that stocks that have been "favored" by many securities companies at the same time have performed well.

For example, Inner Mongolia Yili Industrial Group Co.Ltd(600887) recommended by Guosheng securities, Anxin securities, Huachuang securities and Boc International (China) Co.Ltd(601696) rose 14.50%. Gold stocks recommended by two securities companies, such as Bank Of Ningbo Co.Ltd(002142) , Ningxia Baofeng Energy Group Co.Ltd(600989) , New China Life Insurance Company Ltd(601336) , S.F.Holding Co.Ltd(002352) , rose by more than 10% in August.

securities companies added finance and cycle in September

Brokers believe that the market style will be more balanced in September, and there are still opportunities for undervalued cyclical stocks. At the same time, there are structural opportunities for technology stocks with more early declines. In terms of the allocation of "gold stock portfolio", chemical industry, building materials, light industry manufacturing and non bank finance still occupy more seats.

New era securities focuses on adding financial and cycle industries. It believes that, on the one hand, if the economy continues to rebound, long-term logic such as inventory cycle may be confirmed. On the other hand, in the second quarter of accelerating the entry of incremental funds, according to the experience in 2014, liquidity may spread to the undervalued sector.

Southwest Securities Co.Ltd(600369) said that the style of September will be more balanced. In the latest gold stock portfolios, the Henan Jindan Lactic Acid Technology Co.Ltd(300829) and the two leading agricultural leaders in August will be transferred, and the leading enterprises in the manufacturing industry will also be matched.

while most securities companies are optimistic about the cycle and consumption, some securities companies put forward that there are local opportunities to adjust the long-standing scientific and technological growth.

China Industrial Securities Co.Ltd(601377) believes that after more than three quarters of speculation, the valuation of some growth stocks is at a high level. On the whole, it takes time and performance to digest the valuation. However, in terms of locality, among the high-quality segment tracks such as photovoltaic and military industry, and the cyclical growth stocks with upward boom, the direction of obvious performance improvement in the semi annual report deserves special attention.

Guosheng Securities said that technology and consumption will be the long-term main line of the market. From the perspective of prosperity, it will pay attention to new energy vehicles, photovoltaic, semiconductors, consumer electronics, games, etc.

some gold stocks have taken the lead in rising

From the market situation on September 1, the market ushered in a "good start", and individual stocks in the gold stock portfolio of securities companies also showed some performance, with more than 60% of gold stocks rising. For example, Great Wall Motor Company Limited(601633) harvest limit recommended by China Industrial Securities Co.Ltd(601377) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Longi Green Energy Technology Co.Ltd(601012) and other electrical equipment and new energy stocks also rose by more than 6% on the 1st.

In addition, the stocks favored by several securities companies at the same time also performed well. Mango Excellent Media Co.Ltd(300413) , which is favored by four securities companies at the same time, including China Industrial Securities Co.Ltd(601377) , open source securities, new era securities and Tianfeng Securities Co.Ltd(601162) , has rebounded by more than 20% in the eight trading days since August 21.

In addition to Mango Excellent Media Co.Ltd(300413) , several stocks such as Longi Green Energy Technology Co.Ltd(601012) , S.F.Holding Co.Ltd(002352) , Shandong Sun Paper Co.Ltd(002078) are favored by the two securities companies at the same time.

Looking forward to the future, can "golden September" be realized? At present, the general expectation of securities companies is optimistic.

Among them, Central China Securities Co.Ltd(601375) believes that during the vacuum period of the quarterly report in September, the risk of A-Shares will be released, the fundamentals will remain stable, or the time point of strategic position increase on the gem will be ushered in, and we look forward to the return of the growth market in the future.

YueKai securities also believes that at present, there is a marginal improvement trend in external disturbance factors, China's economy gradually returns to normalization, enterprise profitability gradually improves, and the index is expected to rise to a higher level. September is the last month of the third quarter. We can focus on high-quality enterprises that have completed the annual performance objectives in advance in the first three quarters.

Popular Fund