On Monday (May 23), the three major A-share indexes fluctuated, and the Shanghai Composite Index rose slightly. In terms of hot spots, automobile, ferrous metal, lithium extraction from Salt Lake and other sectors have strengthened and attracted much attention. Recently, the performance of A-Shares is full of toughness. How will the future market run? Where are the investment opportunities?
On May 23, the three major stock indexes rose or fell. As of the close, the Shanghai Composite Index rose 0.01% to 314686 points, the Shenzhen composite index fell 0.06% to 1144795 points, and the gem index fell 0.3% to 241012 points; The total turnover of Shanghai and Shenzhen stock markets was 859.7 billion yuan; The net sales of northbound funds were 5.744 billion yuan; Overall, stocks in the two cities rose more and fell less, with 3466 rising stocks and 1090 falling stocks.
Specifically, on May 23, the whole vehicle sector led the rise, and several stocks such as Zhongtong Bus Co.Ltd(000957) , Yangzhou Yaxingmotor Coach Co.Ltd(600213) and Yangzhou Yaxingmotor Coach Co.Ltd(600213) rose by the limit; Ferrous metal, chemical fertilizer, transgenic, lithium extraction from Salt Lake and other sectors were active; Camping economy led the decline, with hotels and catering, rental and sale rights, airport shipping, property management and other sectors leading the decline.
For today’s market performance, Yuan Huaming, general manager of Huahui Chuangfu investment, believes that at present, market sentiment is still cautious, and the market continues to shake and grind the bottom. The uncertainty caused by overseas geopolitical conflicts, monetary tightening of the Federal Reserve and the epidemic is relatively large, and the short-term market still lacks trend opportunities. From the recent high-level statements, the increase in the strength of the steady growth policy and the marginal improvement of the epidemic situation in China, it is possible that the economic bottom will appear at the end of the second quarter and the beginning of the third quarter, and the market bottom may appear in June before the economic bottom. Therefore, investors do not have to be too pessimistic. They can wait for layout opportunities and good prices by observing the rhythm of the steady growth policy and the signal of economic stabilization. Structural opportunities in infrastructure, biomedicine, new energy and other directions deserve attention.
In terms of the daily limit board, on May 23, 115 stocks rose the daily limit, of which 23 stocks rose the daily limit, and the share price has risen for more than five consecutive trading days. In terms of industry, the automobile industry has the largest number of trading stocks, up to 15, followed by industries such as media, medicine and biology, with 11 trading stocks.
Table: stocks rising for five consecutive days and trading limit today: p align = “center” prepared by: Zhang Ying
Zhongtong Bus Co.Ltd(000957) 7 connecting board soared nearly 100%
On May 23, Zhongtong Bus Co.Ltd(000957) again raised the limit. As of the closing, it was reported to be 8.47 yuan, with a total market value of 5.022 billion yuan. It rose the limit for seven consecutive trading days, with a cumulative increase of 95.16% during the period.
Shanghai Dzh Limited(601519) data center shows that on May 23, Zhongtong Bus Co.Ltd(000957) ( Zhongtong Bus Co.Ltd(000957) ) closed at 8.47 yuan, up or down: 10.00%, transaction amount: 1098583600 yuan, turnover rate: 22.05%. On that day, the business department bought a net 374914 million yuan, accounting for 3.41%.
Statistics show that the company mainly focuses on passenger cars, taking into account the development, manufacturing and sales of parts and components. Bus products cover different series and grades from 5 meters to 18 meters, and are mainly used for highway, bus, tourism, group, school bus and other market segments. By the end of 2021, the total capacity of the company’s plant is planned to be 20000. In 2021, a total of 10220 passenger cars will be produced, with a capacity utilization rate of 85.17%. At present, the company is constantly upgrading the production line. After the transformation, the production capacity will increase to about 30000 vehicles per year.
On May 10, 2022, the company said on the interactive platform that at present, the company’s products sold in batches include two nucleic acid detection vehicles of 12m and 13m, all of which meet the P2 + biosafety laboratory standard. They are equipped with special medical air conditioning system, high-efficiency fresh air filtration system, medical water supply and drainage system, automatic PCR analysis system, 5g signal transmission, etc., and have the functions of sampling, inspection and reporting.
complete vehicle sector led the increase by 3.87%
On May 23, the vehicle sector led the increase, reaching 3.87%. Among them, Anhui Ankai Automobile Co.Ltd(000868) , Zhongtong Bus Co.Ltd(000957) , Yangzhou Yaxingmotor Coach Co.Ltd(600213) , Anhui Jianghuai Automobile Group Corp.Ltd(600418) , Jiangling Motors Corporation Ltd(000550) and other stocks rose one after another.
In the news, on May 20, Xin Guobin, Vice Minister of the Ministry of industry and information technology, stressed the need to actively promote consumption, pay close attention to the study of policies and measures to stabilize and expand automobile consumption, continue to strengthen the promotion and application of new energy vehicles, accelerate the recovery of automobile consumption, stimulate supply with demand and realize a virtuous circle. Make every effort to stabilize production, continue to play the role of smooth coordination platform and central local linkage mechanism, continue to improve the “white list” system, promote the collaborative resumption of work and production of upstream and downstream vehicles, strengthen the guarantee of supply of automobile chips and the price stability of bulk raw materials, and make every effort to ensure the smooth and stable supply chain of the industrial chain. In addition, many places released good news to promote the development of automobile consumption and industry.
In this regard, Citic Securities Company Limited(600030) said that the global trend of vehicle electrification was clear and overseas battery manufacturers accelerated their layout. High quality models of mainstream car companies have been launched continuously to improve the prosperity of the industry, and the upward trend of the industry is clear. The US policy environment has warmed up and is expected to return to high growth. Tesla continues to lead the global trend of electrification. The global new energy vehicle industry chain has entered a stage of rapid growth. At the current time, it is recommended to seize the opportunity of high-quality targets of the global electrification supply chain, especially Tesla, Contemporary Amperex Technology Co.Limited(300750) , LG Chemical Supply Chain.
A-Shares gradually enter a new round of upward cycle
Recently, the performance of A-Shares is full of toughness. How will the future market run? In this regard, analysts generally believe that A-Shares have gradually entered a new round of upward cycle, and steady growth is an important main line at present.
China Merchants Securities Co.Ltd(600999) analysis shows that many signals indicate that asset prices have upward momentum. The abundant liquidity has brought important support to a shares. Although there are many unfavorable factors for the economy, the capital distribution and asset appreciation seem to have begun. A shares have stabilized and rebounded as scheduled, and gradually entered a new round of upward cycle. Steady growth is an important main line at present. The sectors benefiting from the acceleration of new construction and construction and the traditional cyclical products and new energy infrastructure along the main line of the recovery of economic activities after the epidemic can be paid special attention to.
Liu Cunxin, assistant manager of Rongzhi investment fund under paipai.com, believes that at present, the A-share market has shown strong resilience under the policy warm wind. The main reasons are as follows: first, the epidemic situation in various places has begun to be gradually controlled, and Shanghai has given a plan to unseal, giving the market a certain confidence; Secondly, there are frequent favorable policies, such as cars to the countryside, LRP interest rate reduction of 20bp, etc. At present, the market has been low in the medium and long term, so we need to be patient.
Zhuang Hongdong, manager of cheese fund, said that at present, A-Shares are full of toughness at the bottom. Even if the peripheral market falls sharply, it will not have a great impact on the Chinese market. After the second quarter, there is no need to worry too much about economic development. With the recovery of overall confidence and the gradual improvement of enterprise performance, the stock market will also be properly repaired.
