On February 28, the three major A-share indexes collectively closed red, but there was an obvious differentiation trend in February. The Shanghai Composite Index rose 3% in February, the Shenzhen Composite Index rose 0.96% and the gem index fell 0.95%.
The market is about to open in March. What major events will affect the market? What are the views of major securities companies in China?
securities companies are now divided: the “steady growth” sector can be attacked and defended, and the growth sector is expected to oversold and rebound
Looking forward to the future, there are obvious differences among securities companies. Some securities companies believe that the market as a whole is in the game, and the main line is not clear; However, some securities companies believe that with the gradual release of panic, the stable internal growth drives the medium-term improvement of a shares, and investors can turn defensive into offensive and configure the leading track with high performance; At the same time, the growth time of small and medium-sized enterprises may come.
In terms of sectors, many securities companies are optimistic about infrastructure, new energy and other sectors, as well as the possibility of oversold rebound in growth sectors.
brokerage gold stock exposure: the most popular in the chemical industry
According to incomplete statistics of 21 INVESTMENT communication, as of February 28, 15 securities companies have announced gold stocks in March, and a total of 138 gold stocks in A-Shares have been recommended.
Among them, Guangzhou Automobile Group Co.Ltd(601238) ( Guangzhou Automobile Group Co.Ltd(601238) . SH), Bank Of Ningbo Co.Ltd(002142) ( Bank Of Ningbo Co.Ltd(002142) . SZ), Dawning Information Industry Co.Ltd(603019) ( Dawning Information Industry Co.Ltd(603019) . SH) were recommended by three securities companies.
Dongxing Securities Corporation Limited(601198) said that Guangzhou Automobile Group Co.Ltd(601238) 2021q4 net profit attributable to the parent and net profit deducted from non attributable to the parent are the best Q4 performance since 2018, waiting for 2022 Huaan Securities Co.Ltd(600909) said that under various shocks, different styles rise and fall, and high-quality banks still have high allocation value. They are optimistic about Bank Of Ningbo Co.Ltd(002142) .
From the industry distribution of gold stocks, the chemical industry ranks first, with a total of 15 companies recommended, and 10 companies in food and beverage, mechanical equipment, electronics and other industries were recommended.
Attached is a report on March gold shares
Gold stocks ended in February! “Sweet pastry” has a negative return of more than 60%. The list of gold stocks in March was the first to see
In February, the “report card” of gold stocks of securities companies was released: East Asia Qianhai, Huaxin and people’s livelihood ranked among the top three cycle stocks, and Dongxing, the key “winner and loser”, was at the bottom!
