On February 11th, A shares ushered in the first show of the Year of the Pig, and the three major stock indexes were in full swing.Shanghai indexClosed up by 1.36% to close at 2653.90 points; Shenzhen Component Index rose 3.06% to close at 7919.05 points;GEMIt rose 3.53%, regaining the 1300-point integer mark and closing at 1316.10.
The total turnover of the two cities was 319.9 billion yuan, and the industry sector rose across the board. A total of 88 stocks in the two cities had daily limit, and only 5 stocks fell, and market sentiment rebounded significantly.
From the perspective of the disk, pork, apple concept, 5G and other sectors were among the top gainers. Specifically, the pork concept sector saw the largest increase. At the close, the 7-strand daily limit of the young eagle farming, animal husbandry, new Wufeng, Tangren, Aonong, Tianbang, Zhengbang, and Muyuan shares, Tiankang Biological rose more than 8 %, Wen's shares, new hope, Jin Xinnong rose more than 6%, and many shares such as Yisheng shares and Dakang Agriculture were among the top gainers.
Stimulated by the good news that Apple's mobile phone sales are picking up, Apple's concept stocks are strong today. At the close, Lansi Technology, Shenzhen Tianma, Dongshan Precision, Anjie Technology, and Lingzhijian have 5 daily limit, Oufei Technology, Crystal Optoelectronics, Goer shares rose more than 7%.
5G concept stocks continued their strong performance before the holiday today. As of the close, the 9-day strong daily limit of Bangxun Technology, Dongshan Precision, Chuling Information, Beitong Communication, Dongfang Communication, Nanjing Panda, Shida Group, Chunxing Seiko and Special Information Gossberg rose 9%, and none of the stocks fell.
At present, the price of pigs in the market continues to be low, and it has entered the second round of loss period in this round of pigs. The collapse of the pigs caused by the African swine fever epidemic is still difficult, and there are still more difficulties in the inter-provincial transportation and culling to the production capacity. Will step into the excess capacity to accelerate the phase-out period. andAfter the elimination of production capacity, it will inevitably usher in the reversal of the oversupply pattern in the live pig market. The possibility of reversing the pig cycle in 2019 will be further strengthened, and the 2019 Golden Pig will be laid.(Research reportRelease date: February 11, 2019,Click to view full text>>>)
Since the beginning of 2019, there have been many hot spots in the electronic sector. From the theme stock market in early January to the white horse stocks with a large decline before the Spring Festival, the number of people has risen and the people's minds have risen, and the popularity of the sector has rebounded significantly. We judge that the core driving factor of this round of market is the marginal improvement of risk appetite. The acceleration of the science and technology board further accelerates the process. At present, the electronic sector index has reached a low point in four years, and the stocks in the sector have fallen by a large margin. The valuation is in the bottom of the history, the organization is low, and the market risk appetite is improved. The valuation restoration is expected to continue. It is recommended to actively participate.
As the most important technology upgrade trend, 5G provides information transmission guarantee for many emerging applications.Industry chain depthResearchIt is known that with the replacement of 5G base stations and other equipment, the PCB and the filter/RF front end in the upstream component link benefit deeply, and the application increment is significant.(Research publication date: February 11, 2019,Click to view full text>>>)
It is expected that the construction machinery and railroad crossing equipment will have better defensiveness in the first half of 2019, and benefit from the infrastructure construction plus.In the first half of 2019, the macro economy is expected to continue to be under pressure, and we judge that it will overweight infrastructure and real estate.The central government proposed "counter-cyclical adjustment", and steady growth is still the focus of short-term work. We expect the recovery of the construction machinery industry to continue and the railroad equipment industry to pick up. The leader is expected to achieve better relative returns. (Research publication date: February 11, 2019,Click to view full text>>>)
(The content of the article is for reference only. For the stocks mentioned in the article, it does not constitute investment advice. Investors operate according to this, at their own risk.)