According to the online news of the securities times, China Securities Co.Ltd(601066) believes that the market performance before and after the disclosure period of the first quarterly report in the past 15 years is relatively strong. At the same time, there is a certain positive correlation between the growth performance of the first quarterly report of the industry and the rise and fall performance of the first quarterly report. Looking forward to the possible first quarter market in mid and late March, we should pay attention to winning with quality, and select the segments with high prosperity and expected to exceed expectations. Focus on: 1) some cyclical products with rising prosperity; 2) The bank that took the lead in the steady growth sector in the first quarter; 3) In the growth sector, photovoltaic modules / IGBT and semiconductor materials / CXO / military upstream / diaphragm and power battery leader / Gigabit broadband, etc., which still maintained a high boom in the first quarter and had no obvious damage to profitability; 4) Last year’s performance was significantly damaged, and the railway / thermal power expected to rebound in the first quarter.
© China Stock Market News