Reviewing the performance of gold stocks of securities companies in February, the best gold stocks are Guangdong Aofei Data Technology Co.Ltd(300738) , and the most bear gold stocks are Beijing Roborock Technology Co.Ltd(688169) . In March, the market focused more on economic data, policies of the two sessions and performance disclosure of listed companies. According to the gold stocks of the top ten securities companies in March, most institutions favor the fields of electronics, computers and power equipment. Among them, Contemporary Amperex Technology Co.Limited(300750) , Avic Jonhon Optronic Technology Co.Ltd(002179) , Skyworth Digital Co.Ltd(000810) and other 9 stocks are favored by many institutions. Do you have a position?
According to the data of China stock market news choice, looking back on the market performance of securities companies' gold stocks in February, the top three increases are Guangdong Aofei Data Technology Co.Ltd(300738) (29.67%), Hubei Zhenhua Chemical Co.Ltd(603067) (25.14%), Konfoong Materials International Co.Ltd(300666) (17.50%), and the top three decreases are Beijing Roborock Technology Co.Ltd(688169) (- 28.49%), Luyang Energy-Saving Materials Co.Ltd(002088) (- 12.33%), Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) (- 11.66%).
Among the gold stocks in March, institutions mostly chose Electronics (8), computer (6) and power equipment (6) industries. With respect to the stock aspect, China Zhenhua (Group) Science & Technology Co.Ltd(000733) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\thesenine companies have been recommended by a number of institutional gold stocks. Among them, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Contemporary Amperex Technology Co.Limited(300750) , China Zhenhua (Group) Science & Technology Co.Ltd(000733) net profit attributable to parent company in 2021 ranked the top three, with year-on-year increase of 286%, 196% and 156% respectively.
For March, Zheshang Securities Co.Ltd(601878) believes that the overall volatility of the index continues. After the adjustment since the beginning of the year, the market risk has been released. At the same time, we still need to pay attention to the phased emotional impact in the early stage of the Russian Ukrainian conflict and the disturbance of the interest rate meeting of the Federal Reserve to equity assets in the middle of the month. At the structural level, marginal equilibrium is recommended. Since the beginning of the year, steady growth and growth stocks have been significantly differentiated. The oversold superimposed financial reports in the early stage catalyze that growth stocks are expected to enter an active window in March, and the performance of steady growth and new growth is expected to converge in the stage. In terms of growth stocks, in addition to the early oversold track stocks, we can actively explore new growth directions around the financial report, such as some sub fields of automotive electronics and semiconductors.
For the future market, Shenwan Hongyuan Group Co.Ltd(000166) believes that 2022 is not a bear market, but there is a better opportunity in the second half of the year. There is no need to rush for strategic positions. 2022q2 may be the quarter with the weakest fundamental support of a shares, and its ability to resist denominator disturbance is still not strong. In terms of industry configuration, short-term super configuration technology growth. In the short-term oversold rebound, the most cost-effective new energy (vehicles), electronics and national defense industry are expected to achieve the maximum flexibility. In addition, the TMT sector that has benefited significantly under the strategy of "counting from the east to the west" is also worthy of deep excavation from the bottom up.
