The three major indexes rose collectively today, with the Shanghai index up 0.47%; on the disk, tourism hotels, electricity, and coal performed strongly; games, sports, and farming performed poorly.
The tourism sector led the gains at the opening, Lijiang Shares (002033.SZ), Western Regions Tourism (300859.SZ), Zhangjiajie (000430.SZ), Huatian Hotel (000428.SZ), Sante Ropeway, etc. opened higher. Big data itinerary card query time changed from 14 days to 7 days
The market focus stock Ganneng (000899.SZ) (8 board) bid at the daily limit, the vanadium battery concept stock Pangang Vanadium Titanium (5 board) opened flat, Dalian Heavy Industry (5 board), which exceeded expectations, opened 1.42% higher, energy storage In the sector, Jinzhi Technology (4th board) opened at the daily limit, Huaya Smart (2nd board) opened 3.35% higher, Gaole shares (4th board) with a high proportion of export sales opened 4.11% lower, Hongda Hi-Tech (3rd board) opened 3.20% lower %, Hengkang Medical (4 boards), which was uncapped by ST, opened higher by 4.31%, Jiangling Motors (4 days and 3 boards) in the automotive industry chain had a daily limit of bidding, Tellus A (3 days and 2 boards) opened 0.27% lower, and electronic license concept stock Hanwang Technology (2 boards) opened 4.15% lower.
market outlook
Zhongyuan Securities believes that the valuation of the A-share market is at the bottom of history, which is a window period for strategic layout; Shanxi Securities said that in the medium and long term, there is a basis for harvesting structural market conditions.
1. Zhongyuan Securities: The valuation of the A-share market is at the bottom of history, which is a window period for strategic layout
Zhongyuan Securities said that after a sharp correction in the domestic market in the first half of the year, the overall valuation has been at a historically low level of 30%, and the valuation advantage is relatively obvious. The central bank maintains a relatively loose policy, the confidence of capital entering the stock market has increased, the issuance of public funds has rebounded from the freezing point, leveraged funds have increased again, foreign capital has gradually returned, and the market has entered a relatively stable state. The valuation of the A-share market is at the bottom of history, which is a window period for strategic layout. It is recommended to focus on industries with stable growth, price increases, technology and performance improvement.
2. Shanxi Securities: In the medium and long term, there is a solid foundation for the structural market
Shanxi Securities pointed out that in the medium and long term, there is a basis for harvesting structural market conditions, but in the short term, the upward momentum is not enough. The narrowing or even inversion of the interest rate gap between China and the United States may be detrimental to the denominator side, thereby putting pressure on A shares, and U.S. stocks in the follow-up. The downward pressure in the process, the deterioration of U.S. economic data, and the start of tightening by non-U.S. central banks may lower the market risk appetite, which will further intensify the downward pressure on A-shares. In the medium and long term, the economic recovery and the improvement of corporate profits will provide “source of living water” for the reversal of the A-share market. It is recommended to focus on and deploy large-cap value stocks and industry leaders with strong profitability, better defense capabilities and room for valuation repair. At the same time, as the expectations of the interim report become clearer, continue to pay attention to high-growth new energy and military sectors.
3. CITIC Construction Investment: The military sector is expected to resume the uptrend driven by the high growth expectation of the interim report
The latest research report of CITIC Construction Investment stated that the current military sector is at a critical point in the spread of the local boom to the overall boom, and the inflection point of accelerated performance of mid-stream and downstream companies is expected to come. The investment is cost-effective, and it is recommended to firmly increase the allocation ratio. The sector is expected to resume its upward trend driven by the high growth expectation of the mid-year report.
4、CITIC Securities: The three core links of the hydrogen energy industry chain in the second half of the year deserve attention
According to the latest research report of CITIC Securities, in the second half of 2022, the support policies for the hydrogen energy industry are expected to be superimposed, and the fuel cell demonstration application city group may continue to expand, and the policy efforts will not be reduced. We believe that in the second half of the year, there are three core links in the industrial chain that deserve attention: the accelerated growth of hydrogen vehicle production and sales in the transportation sector and the expansion of applications, the expansion of the green hydrogen market, and key materials such as fuel cells and IV-type hydrogen storage bottles, A new breakthrough in the localization of equipment. We are optimistic about the acceleration of the hydrogen energy industrialization process and maintain the industry’s “outperform” rating.
Positive and negative announcements of listed companies
On the positive side, the self-selected brother reminded to pay attention to Tianqi Lithium Industry, etc.; on the negative side, pay attention to the Oriental Group and so on.
Positive announcement
1. Tianqi Lithium: The final price of H shares is HK$82 per share and will be listed on the Hong Kong Stock Exchange on July 13
2. Daan Gene: There is no mutation affecting the detection in the detection area of the company’s new crown nucleic acid detection kit, and the BA.5 strain can be detected
3. Yiqiao Shenzhou: BA.5 related scientific research reagents have been developed to help the research of new crown mutants
4、Geely Auto: Total sales in June increased by 42% month-on-month to 126,600 units
5. New Hope: The sales revenue of live pigs in June was 1.765 billion yuan, a year-on-year increase of 62.67%
6. Wen’s broiler sales revenue in June increased by 35% year-on-year, and meat pig revenue increased by 43%
7. Quectel: The company’s products can still be exported to the United States as normal in the 337 investigation.
8. CNNC Titanium Dioxide: Signed a strategic cooperation agreement with Sichuan Welled Energy Co., Ltd. on the “Full Industry Chain of All-Vanadium Flow Battery Energy Storage”
9. Pingzhi Information: Signed a virtual digital human cooperation agreement with Zhejiang Mobile Hangzhou Branch
Negative announcement
1. Lianglian Dongfang Group: The construction of the seawater potassium extraction project has not been officially launched
2. Zhongtong Bus: In the first half of the year, the sales volume was 3,182 units, a year-on-year decrease of 17.16%
3. SAIC Group: Vehicle sales in the first half of the year were 2.2343 million units, down 2.74% year-on-year
4. Conch Cement: “Xuancheng Conch was investigated for suspected tax evasion” is false
5. Zhengzhou Coal and Electricity: The impact of the suspension of production of the holding subsidiary Xinzheng Coal and Electricity on the company’s performance cannot be predicted for the time being
6. Plitte: The actual controller and directors plan to reduce their holdings by no more than 3% of the company’s shares
Interim report pre-increase
1. Shaanxi Coal Industry: Net profit in the first half of the year was 24.2 billion yuan to 24.9 billion yuan, a year-on-year increase of 192%-200%
2. YTO Express: Net profit in the first half of the year was 1.771 billion yuan, a year-on-year increase of 174.24%
3. Honghe Technology: Net profit in the first half of the year was 110 million yuan to 120 million yuan, a year-on-year increase of 320.34%-358.56%
4. Shanghai Yashi: Net profit in the first half of the year was 166 million yuan to 203 million yuan, a year-on-year increase of 130.93%-182.25%
5. Jincheng Pharmaceutical: Net profit in the first half of the year was 200 million yuan to 250 million yuan, a year-on-year increase of 115.03%-168.79%
6. Mingyang Intelligence: Net profit in the first half of the year was 2.2 billion yuan to 2.53 billion yuan, a year-on-year increase of 111.25%-142.94%
7. China Merchants South Oil: Net profit in the first half of the year was 400 million yuan to 470 million yuan, a year-on-year increase of 92.16%-125.79%
8. Zeyu Intelligence: Net profit in the first half of the year was 94 million yuan to 100 million yuan, a year-on-year increase of 91.07%-103.26%
9. Boway Alloy: Net profit in the first half of the year was 260 million yuan to 290 million yuan, a year-on-year increase of 59.66%-78.08%
Interim report pre-reduction
1、COSCO SHIPPING Energy: Net profit in the first half of the year was 110 million yuan to 180 million yuan, a year-on-year decrease of 66.9%-79.8%
2. Shanghai Yahong: The net profit in the first half of the year was 8 million yuan to 9 million yuan, a year-on-year decrease of 56%-61%
3. Stellite: Net profit in the first half of the year was 55 million yuan to 75 million yuan, a year-on-year decrease of 51.81%-64.66%
Unban list
From the perspective of the proportion of lifting the ban, 64.06% of them are worth buying next week, followed by Zhongke Tongda and Hualan Group; The market value of lifting the ban is at the top.
overseas market
The self-selected brother reminded that overnight US stocks closed higher, energy stocks supported US stocks higher, large technology stocks all rose, and Chinese stocks rose in general; New York gold futures prices closed higher, ending the previous 7 consecutive trading days. The market fell; for two consecutive days U.S. crude futures ended higher after the slump.
Brief description of overseas asset market
1. US stock market: U.S. stocks closed higher on Thursday, with the Nasdaq and S&P 500 both recording their fourth straight day of gains. U.S. WTI crude oil futures recovered, while natural gas futures surged 14%. Investors are still evaluating the Fed’s rate hikes and the possibility of a U.S. recession.
2. China concept stocks: Popular Chinese concept stocks closed generally higher on Thursday, and the Nasdaq China Golden Dragon Index closed up 3.95%. Uxin and Faraday Future rose by more than 21%, JinkoSolar rose by more than 13%, Fogcore Technology rose by nearly 13%, Qutoutiao rose by 12%, Best Group and Dingdong Maicai rose by more than 9%.
3. Precious metal market: New York gold futures prices closed higher on Thursday, ending the previous seven-day losing streak. Gold prices were supported as the dollar paused its uptrend. In addition, some investors entered the market after gold futures prices hit their lowest levels in nine months, which also contributed to the rebound in gold prices.
4. Crude oil market: U.S. crude oil futures closed higher on Thursday after a two-day slump. Investors are still concerned about the impact of the tight supply situation and the potential risk of a global recession on the crude oil market.
5. European stock market: European stocks closed up across the board, with Germany’s DAX up 1.97%, France’s CAC40 up 1.6%, and the UK’s FTSE 100 up 1.14%.
This article is edited from “Tencent Selected Stocks”, Zhitong Finance Editor: Liu Jiayin.
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