After the "three consecutive years" of the previous few days, the market entered the adjustment stage. Today's broader market showed a turbulent lowering pattern. It was also a digestive response to the three-day rally. The volume was significantly reduced, and the internal rotation of the weights came to an abrupt end. This means that the recent short-term policy has been fully released, requiring further policy actions by management. Guide the development direction of the follow-up market. The closing price did not include st. The daily limit was 77 (62 in the previous day), and the daily limit was 5 (3 days before the previous day). The success rate of the daily limit was 69%.
Popular concepts and strong stocks:
Infrastructure: National Association will release loose signals
Construction of the project: Chengdu Luqiao 6 board; Tengda Construction and Shanding Design are all 3 boards; Ningbo Construction, Chongqing Road and Bridge, Hunan Investment
PPP: Shengyun Environmental Protection (low price), Guozhong Water Affairs (3D Engineering Follow-up)
New energy vehicles: leading the way
Steyr: The engine is oversold. Faucet, 8 boards
Telja: retarder, the main rise. 4 boards.
Super Holdings: Charging piles. Oversold low price.
Shuguang shares: spare parts. Oversold low price.
Western resources: lithium batteries. Oversold low price.
Zhejiang Shibao: Steering system. Oversold low price.
Yinfeng Holdings: lithium battery. Oversold low price.
Fu Lin Yunye: Charging pile. Oversold low price.
Wanan Technology: charging piles and parts. Oversold.
Kenrui can: lithium battery. Oversold low price.
Lions Technology: Fuel Cell. Oversold.
Resources: follow the weight rebound
Colored: Sitong new material, Oriental Haoye 2 board
Wind energy: Tiancheng Holdings 4 board, Taisheng Wind Energy 2 board
Precious metal: Zhongrun Resources 2 board (low price)
Defence: rebound after the panic in the longevity event
Medical: Chutian Technology 4 Board, Qianshan Medicine Machine, Canaan Technology, Bohui Innovation, Zhongyuan
Pharmaceutical: Guangshengtang 2 board, Jiaying Pharmaceutical, Sihuan Biological,
Food and Beverage: Lotus Health (low price), Sino-Portuguese shares (low price),
Low-priced stocks: Jiangquan Industry, Mengzhou Shares, Imprint Media, Bird Shares, Shun Wei Shares, Fengfan Shares, Dalian Friendship, Tianjin Songjiang, Yan Development, Qinshang Shares, Gaosheng Holdings, Huaneng Power, Pioneer New Materials, Hongchuang Holdings Shaanxi Golden Leaf
Culture, Education and Leisure: Ying Paisi, Qunxing Toys (Intermediate)
National Reform Low price: Shen Zhonghua A 2 board, Jin Xiangye, Jinbin Development, Hunan Development
Strategic cooperation: Xinlong Holdings 5 board
Equity change: Xi'an diet 5 board, Huasu holding 2 board; Jinyi culture, Hongda new material, Jinlitai
Resumption of trading: Huijin Technology
Pledge Low price: Diwei Xun 2 board, Infinova
Interim report: Chen Xin Technology 3 board (oversold low price).
Oversold: * Jinya, Nanning Department Store, Zhongjie Resources are 2 boards, Weitai, Tiantie
Overall, the main line today is not obvious, the market funds are slightly hesitant, leading to the upper side of the empty side. High stocks in the historical trend make up,The accumulation of low-priced stocks is often a signal that the market is coming to an end.. However, it should be noted that large-scale migration of funds is likely to cause fierce turmoil on the disk, so investors should be cautious.
Northward funds are divided to buy.
Opportunities and risks:
After the continuous rebound, the two cities rushed back and forth. From the perspective of the previous capital intervention, because the concentration is not strong, the retracement after the rebound is also relatively normal. Therefore, in the process of callback, you can actively suck low, but you must grasp the rhythm of operation. In the short-term, we will not pursue the right to adjust the stock exchange, and continue to pay attention to the financial and consumer standards on the dips. At the same time, we can actively explore the opportunities for over-expansion or stagflation.
Evening news at a glance:
Chenxin Pharmaceutical: The net profit for the first half of the year is estimated to be 217 million yuan - 240 million yuan, an increase of 70%-90% year-on-year.
Shenghe Resources Semi-annual Report: Earnings of 194 million yuan in the first half of the year, an increase of 44.5% over the same period
Lingnan shares: Xinjiang part of the PPP project resumed work
Aijian Group: won the holding of the controlling shareholder Junyao Group, increasing its holdings to 27%
Gaoke Petrochemical: 11.01% of the shareholder Shanghai Financial Development Investment Fund plans to reduce its holdings by no more than 5.5% within 6 months
Steyr: The stock price rises abnormally, and the stock is checked.