The world is a long-term optimist! If a country is in a long-term upward trend, doing more is the most correct choice. Not only about feelings, but also about facts.
The market in late trading on Wednesday was a bit unstoppable, and the subject matter fell sharply. The mysterious big hand went to pull the bank, insurance, and two barrels of oil support. ICBC, CCB, Xinhua Insurance, China Pacific Insurance, and PetroChina all rose more than two points. I went to pull Hikvision and Yanghe shares.
According to the agency's feedback, the current theme will decline in participation, and the market will maintain a narrow range of shocks before the hot spots are clear. Note the next four points:
First, the short-term is cautious, each sector has no cheap targets that can be started, and institutions with good returns this year also need to gradually realize their profits.
Second, the stock price of the cyclical products have all been reflected, and the current stage is precisely the stage of the three quarterly report. Steel, coal, and chemical products all made big gains in the three quarterly reports. The report and the forecast came out, and the stock prices all fell. The leading carbon in the previous period continued to fall sharply on Wednesday. This year, the task of going to capacity has been basically completed. The environmental protection and production limit is “double killing between supply and demand”. The logic of the price increase of environmental protection is frustrated, and the black goods are falling, and the plate continues to squat down on Wednesday night.
Third, the upcoming quarterly reporting period should evade growth stocks that are difficult to honor. In the past three days, the results were reported to be low.
Fourth, optimistic about the valuation of the consumer goods sector, consumption upgrades bring huge endogenous space. Follow-up attention to investment opportunities in environmental protection, new energy vehicles, 5G and other sectors. Remember, the ticket is not chased.
[hot topics] optical communication, cement
First, optical communication: Hengtong Optoelectronics, Zhongji Xuchuang, ZTE.
On the 18th, the General Office of the Ministry of Industry and Information Technology issued a work plan to further improve the service quality and efficiency of the information and communication field, which proposed to further promote the network to speed up and reduce costs. Accelerate the construction of high-speed broadband networks, implement pilot programs for telecommunications universal services, and expand the bandwidth capacity of Internet networks.
Comments: The organization believes that the fixed-line broadband investment exceeds expectations, the optical communication boom is strong, the growth is certain, and the direction of fiber optic cable, optical module and main equipment is optimistic. Hengtong Optoelectronics (600487) and Zhongji Xuchuang (300308) are leading enterprises in the field of optical fiber and optical modules respectively. The latest announcement of ZTE Corporation (000063) is expected to increase by 2.8 times to 3 times, mainly benefiting from operators' networks and consumers. Business revenue increased year-on-year.
Second, cement: Conch Cement, Huaxin Cement, Evergreen.
The price of cement in East China has been raised again to about 370 yuan/ton. Zhejiang Huzhou and Shaoxing have recently raised the cement price by RMB 30/ton, and other regions are also planning to increase the cement price. During the year, the price of Jiangsu, Zhejiang and Shanghai cement will be raised by two to three rounds, optimistic about the profitability of the cement industry in Jiangsu, Zhejiang and Shanghai this year.
Comments: The factors supporting the upward trend of the cement industry in East China include: the largest area of environmental protection and limited production area, the limited production in North China has benefited the East China region, and raised the national price; the cement supply gap in the peak season will generate greater price elasticity. At present, the demand for cement in East China is highly certain. Leading companies such as Conch Cement (600585), Huaxin Cement (600801) and Wannianqing (000789) are expected to benefit from rising cement prices.
1, three quarterly report
In the first three quarters, Shanying Paper's net profit increased by 591% year-on-year (the same below), Shengyu Mining's net profit increased by 223%, Hisense Kelon's net profit increased by 100%.34%, Tibet's Everest net profit increased by 83.52%, and Sifang cold chain net profit increased 41.51%, ZTE's net profit increased by 36.58%, Supor's net profit increased by 20.78%, and Hengrui's net profit increased by 20.7%.
HKUST News: The third quarter net profit of 61 million yuan, an increase of 174.08%; the first three quarters of net profit of 169 million yuan, down 39.45%.
2, reduce / lift the ban
Nanda Optoelectronics: Nanda Assets intends to reduce its holdings by no more than 1.61 million shares (1% of the total share capital).
Jianyi Group: Shareholder Yan Yongping intends to reduce its holdings by no more than 810,000 shares (1% of the total share capital).
Donghua Energy: 228 million shares were released from restricted sales, accounting for 13.84% of the total share capital.
Dongxing Securities: Taihe Group plans to clear 34 million shares (1.23% of the total share capital) in the next 12 months.
Three-sixth five-network: stock price changes remind the risk, the housing leasing business has not yet contributed to the performance; it is planned to participate in the apartment management company of 125 million yuan.
Keda Jie Neng: 549 million shares of the 16.55% stake in Lanke Lithium, plus lithium battery materials business.
Hongrun Construction: In the first nine months of this year, the new winning bid for the construction industry was 10.1 billion yuan, a year-on-year increase of 74.3%.
Oriental Yuhong: Yuhong Convertible Bonds went public on October 20.
BOE A: It is planned to build a digital medical center project with a total investment of 6 billion.
Huayu Automobile: Established a joint venture with Magna to lay out a new energy vehicle industry chain.
In January and September, the scale of the collection of securities trust products increased by about 50% from the previous month, and the pace of trust funds flowing into the securities market was significantly accelerated.
2. The central bank placed liquidity on a large scale, and the bond market panic eased.
3. At 10:00 on October 19, the State Council held a press conference on the operation of the national economy in the first three quarters.
4. Xiao Yaqing: At the end of the year, it is planned to promote the reform of the corporate system at the level of the central enterprise group.
5. Bureau of Statistics: The freight volume of railways in the first nine months increased by 14.6% year-on-year, with a previous value of 15.3%.
6. The price of thermal coal in the Bohai Sea was 583 yuan/ton, down 2 yuan from the previous month.
7. China's distributed PV installed capacity is about 15 million kilowatts, a year-on-year increase of 300%.
On the 8th and 18th, the top three list: the top three net purchases of the business department are Beixin Building Materials, Guizhou Bailing and Central Environmental Protection, amounting to 125 million yuan, 124 million yuan and 0.69 billion yuan respectively.