Today’s A-share was a Jedi counterattack. It fell sharply in the morning, and the stock index rebounded strongly after 10:30. On the whole, in the three trading days of 2022, the gold track stocks that had been rising like a rainbow fell, and some fell into the pit. Today, there is a small rebound. The three main lines really lead the market rebound.
Whether Contemporary Amperex Technology Co.Limited(300750) (300750. SZ), Byd Company Limited(002594) (002594. SZ) of the new energy vehicle industry chain or Kweichow Moutai Co.Ltd(600519) (600519. SH) of the consumer sector, the market has been falling in recent trading days. There is no sign of style change in the market, which is a bit confusing. The overall logic of the market operation is: the leading varieties, It is switching from high valuation track stocks in the past to undervalued varieties, and undervalued varieties, such as steel, coal, food and beverage, papermaking, chemical fiber and construction machinery, in short, the valuation is low, most of which fell enough last year, and these industries are not the trend and direction in the future. These undervalued traditional industries, public funds and other institutional investors will not enter on a large scale. At present, the theme of speculation is three main lines.
1. Traditional Chinese medicine. The sharp rise of traditional Chinese medicine stocks was mainly stimulated by policies. Previously, traditional Chinese medicine stocks also fell for a long time and their valuation was cheap. Today, the leader of this wave of traditional Chinese medicine stocks Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) (200026. SZ) received a 20cm reverse package. The sharp rise of traditional Chinese medicine stocks led to the return of the valuation of the whole pharmaceutical stocks.
Of course, many traditional Chinese medicine enterprises have exclusive varieties. Vigorously developing traditional Chinese medicine can enhance national self-confidence, and the curative effect of traditional Chinese medicine is also good. The price is much cheaper than western medicine. This wave of speculation in traditional Chinese medicine stocks has a certain sustainability. After the varieties of some traditional Chinese medicine enterprises enter the medical insurance, their performance will be really improved.
2. Winter Olympics, including the concept of Hangzhou Asian Games. The leaders are Fujian Snowman Co.Ltd(002639) (002639. SZ), Lander Sports Development Co.Ltd(000558) (000558. SZ), etc. This Winter Olympic Games will mainly promote hydrogen energy in energy, and hydrogen energy concept stocks will also have a good performance. The concept of Hangzhou Asian Games is dancing, and steel structure stocks have also risen sharply in recent days, Anhui Honglu Steel Construction(Group) Co.Ltd(002541) (002541. SZ), Hangxiao Steel Structure Co.Ltd(600477) (600477. SH) have performed well. Around the Winter Olympic Games and Hangzhou Asian Games, the hype of the theme concept has a certain continuity. How will it rotate? For example, from equipment to operators, we can dig deeply. Of course, if the Winter Olympics and the Hangzhou Asian Games are really held, the hype will generally turn off in advance.
3. The universe. Yuancosmos stopped today. Representative stocks such as Shenzhen Zqgame Co.Ltd(300052) (300052. SZ) and Dalian Zeus Entertainment Co.Ltd(002354) (002354. SZ) are adjusting, but the sustainability of yuancosmos will be very long, so the speculation probability will continue. When adjusting, you might as well buy a little.
Today, the Chinese prefix stocks also rose. For example, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) (601669. SH) and China Aluminum International Engineering Corporation Limited(601068) (601068. SH) rose well. In essence, it is because of the low valuation. The funds are withdrawn from the track stocks and replaced with undervalued stocks. Not to mention the long-term, at least in the short term, they can grab some rebound income. For example, Baijiu stocks are adjusting, but the Baijiu stock’s performance is supported by real support, and food and beverage are facing the expectation of price rise. These are good varieties to grab the rebound market.
At present, there are no mainstream main varieties in the market, and the operation is actually very difficult. If you rebound in the short term, you can start with the above three theme concepts. If you focus on the medium and long term, you can wait until the track stocks fall to a certain position.
(Red Star capital Bureau)
