In the past week, securities companies have recommended to buy 544 stocks in total, of which more than 200 stocks belong to the computer industry, accounting for the highest proportion. There are 85 stocks recommended by Citic Securities Company Limited(600030) to buy, with the largest number.
Data show that in the past week, securities companies have recommended to buy a total of 544 stocks, of which more than 200 stocks belong to the computer industry, accounting for the highest proportion. Among them, the share prices of eight stocks have increased by more than 20% in the past week.
Institutional people believe that with the marginal easing of the impact of the epidemic on the economy, the market style may usher in the transformation from cycle to consumption. After the epidemic is improved, industries such as food and beverage, catering and tourism can be arranged.
electronics and other industries are favored
Data show that in the past week (from April 14 to April 21), 53 securities companies have recommended to buy a total of 544 stocks. Among them, Huizhou Desay Sv Automotive Co.Ltd(002920) was recommended to buy by 35 securities companies, ranking first in number Jiangsu King'S Luck Brewery Joint-Stock Co.Ltd(603369) was recommended to buy by 24 securities companies, ranking the second in number Shandong Sun Paper Co.Ltd(002078) was recommended to buy by 21 securities companies, ranking the third in number. In addition, Hangzhou Robam Appliances Co.Ltd(002508) , Biem.L.Fdlkk Garment Co.Ltd(002832) , Wuxi Autowell Technology Co.Ltd(688516) were recommended to buy by 20 securities companies.
From the perspective of industry distribution (Shenwan level), the above 544 stocks cover 30 industries. Among them, 206 shares belong to the computer industry; 175 stocks belong to the electronics industry; There are 150 stocks belonging to the pharmaceutical and biological industry. In addition, the industries covering more than 100 individual stocks include power equipment, mechanical equipment and basic chemical industry.
Judging from the market performance in the past week (from April 14 to April 21), Shanghai Datun Energy Resources Co.Ltd(600508) performed best, with a cumulative increase of 48.01% in the past week, which belongs to the coal industry; The second is Joyvio Food Co.Ltd(300268) , with a cumulative increase of 37.24% in the past week, which belongs to the agriculture, forestry, animal husbandry and fishery industry; The third is Zhejiangtailin Bioengineering Co.Ltd(300813) , with a cumulative increase of 29.99% in the past week. It belongs to the mechanical equipment industry.
From the perspective of securities companies, the number of stocks recommended is 30 ; There are 84 stocks recommended by China Securities Co.Ltd(601066) securities, ranking the second in number; 83 stocks were recommended by Tianfeng Securities Co.Ltd(601162) , ranking the third in number.
consumer sector may usher in a turnaround
It should be noted that the general office of the State Council issued the opinions on promoting the development of individual pensions on April 21 China International Capital Corporation Limited(601995) believes that the implementation of the individual pension system will help cultivate and develop long-term institutional investors for the capital market and help to improve the cautious expectations of the current market to a certain extent. Due to the long callback time and low callback range, the current market valuation has been at a relatively low level in history, and the negative impact of asset prices on internal and external factors has been reflected. Investors should not be overly pessimistic about the medium-term prospects of the market.
In terms of the prosperity of the industry, China Merchants Securities Co.Ltd(600999) believes that the price of pork has rebounded slightly recently, the prices of corn, cotton and other crops have risen, and the seed industry sector has maintained a high outlook with the arrival of the farming season; The prices of meat and chicken seedlings will rise, the profits of poultry breeding will expand, and the prosperity of agriculture, forestry, animal husbandry and fishery will be improved. In addition, the trading volume of building materials has increased significantly recently, and the "steady growth" driven sectors such as rebar, power coal and industrial metals have also maintained a high outlook.
Sealand Securities Co.Ltd(000750) believes that from the perspective of valuation dimension, the valuation of consumer sectors such as medicine and biology, food processing and household appliances has been at the bottom. It is suggested to focus on three sub areas: first, adjust the food and beverage, catering tourism, hotels, automobiles and household appliances sectors that have fully benefited from the marginal improvement of the epidemic; Second, agriculture, forestry, animal husbandry and fishery; Third, the pharmaceutical and biological sector with low valuation.
China Industrial Securities Co.Ltd(601377) believes that if the epidemic situation improves in the future, we can focus on food and beverage (alcohol, etc.), consumer services (tourism retail, hotels, scenic spots), transportation (aviation, airports) and other fields.
