The world belongs to long-term optimists! If a country is in the long-term upward trend, to do more is the most correct choice. Not only about feelings, but also about facts.
Late last Wednesday, the market is a bit unbearable, the subject fell badly, the mysterious big hand to pull the bank, insurance, two barrels of oil retaining plate, ICBC, China Construction Bank, Xinhua Insurance, China Pacific Insurance, PetroChina have risen more than two small plates To pull the Hikvision, Yang shares.
Institutional feedback that the current decline in the subject matter, the hot spots clear, the market will maintain a narrow range pattern. Note the following four points:
First, the short-term partial cautious, all plates have no cheap can start the subject, this year a good income agencies also need to gradually realize profits.
Second, the cycle goods prices have reacted, the moment happens to take the third quarter reported good cash phase. Steel, coal, chemicals, three quarterly big profits, the report, notice, the stock prices are going down, the leading party to the big carbon continued to plunge Wednesday. This year to basically complete the production capacity of the task is completed, the environmental limit is the "supply and demand double kill", the logic of speculation in environmental protection prices fall, black products fell splinters, Wednesday Night continued to drop down.
Third, near the quarterly report period to avoid the performance of hard-cash growth stocks. Three quarterly reports these days, a bad performance is sharply lower.
Fourth, optimistic about the valuation of consumer goods segment, consumer upgrades have brought huge endogenous space. Subsequent attention to environmental protection, new energy vehicles, 5G and other sections of the investment opportunities. Remember, pulled the ticket does not chase.
Hot topics】 【optical communications, cement
First, the optical communications: Hengtong photoelectric, Asahi Xu Chong, ZTE.
On the 18th, the General Office of the Ministry of Industry and Information Technology promulgated a work plan to further improve the service quality and efficiency in the field of information and communications, in which it proposed to speed up the network speeding and lowering of fees and charges. Accelerate the construction of high-speed broadband networks, implement the universal service pilot for telecommunications and expand the bandwidth capacity of Internet inter-networks.
Comments: The agency believes that fixed-line broadband investment than expected, continued strong optical communications boom, growth determined, optimistic about the optical fiber and cable, optical modules and the direction of the main equipment. Hengtong Optoelectronics (600487), Asahi Chong (300,308), respectively, are leading enterprises in the field of optical fiber and optical modules. The latest announcement of ZTE Corporation (000063) has been 2.8 times to 3 times of that of the previous year, mainly benefiting from the operators' networks and consumers Business income increased year on year.
Second, cement: Conch Cement, Huaxin Cement, Evergreen.
Cement prices in eastern China once again raised, up to the current 370 yuan / ton. Zhejiang Huzhou and Shaoxing have recently raised the cement price by 30 yuan / ton, and other regions also plan to raise cement prices. Jiangsu cement prices will be raised during the year 2 to 3 round, optimistic about the profitability of cement industry in Jiangsu, Zhejiang this year.
Comments: The cement industry in east China prices upside factors include: environmental protection limited production area has the largest history of North China limited production makes East China benefit, and raise the national price; peak season cement supply gap will have greater price elasticity. Current East China cement demand higher certainty. Conch Cement (600585), Huaxin Cement (600801), Evergreen (000789) and other regional leading enterprises are expected to benefit from cement prices.
1, three quarterly
In the first three quarters, Shanying Paper's net profit rose 591%, Sheng Tun Mining net profit 223%, Hisense Kelon net profit increased 100% .34%, Tibet Everest net profit increased 83.52%, the Quartet cold chain net profit increase 41.51%, ZTE net profit increased 36.58%, Supor net profit increased 20.78%, Hengrui Pharmaceutical net profit increased 20.7%.
IFT: The third quarter net profit of 61 million yuan increased 174.08%; the first three quarters net profit of 169 million yuan, down 39.45%.
2, reduction / lifted
Nantu Optoelectronics: Nanda Assets to be reduced not exceeding 1.6 million shares (1% of total share capital).
Jian Yi Group: Shareholders Yan Yongping intends to reduce not more than 810,000 shares (1% of the total share capital).
Donghua Energy: 228 million shares lifted restrictions on sales, accounting for 13.84% of the total share capital.
Dongxing Securities: Thai Wo Group intends to clearance 34 million within the next 12 months (1.23% of the total share capital).
Three six five network: the stock price changes to remind the risk, the housing rental business has not contributed to the performance; proposed 125 million yuan shares in apartment management company.
Keda Jieneng: 549 million transferee Blue Branch Lithium industry 16.65% stake, plus lithium battery materials business.
Hongrun Construction: In the first nine months of this year, the construction industry won the bid of 10.1 billion yuan, an increase of 74.3% over the same period of last year.
Oriental Yuhong: Rain Rainbow Convertibles listed on October 20.
BOE A: To invest 6 billion to build Chengdu Digital Medical Center project.
China domain car: set up joint ventures with Magna, the layout of new energy car industry chain.
In January and September, the scale of the establishment of securities trust products rose about 50% MoM, and the flow of trust funds into the securities market accelerated noticeably.
2, large-scale central bank liquidity, bond market panic ease.
3, at 10 o'clock on the 19th of October, the State Council held the first three quarters of the national economy conference.
4, Xiao Yaqing: At the end of the plan, the reform of the corporate system at the level of central SOEs will be basically completed.
5. Bureau of Statistics: The volume of railway freight traffic in the first nine months increased by 14.6% from the same period of previous year, the previous value was 15.3%.
6, Bohai Rim power coal to close at 583 yuan / ton, down 2 yuan.
7, China's distributed PV installed capacity of about 15 million kilowatts, an increase of 300%.
On the 8th and 18th, Billboard: The top 3 net buying funds of the sales department are Beixin Building Materials, Guizhou Braun and Central Environmental Protection, amounting to 125 million yuan, 124 million yuan and 690 million yuan respectively.