Today (February 11) is the first show of the A-share pig year, a good general price increase, A shares will open the door to the pocket. In early trading, the pattern of Shenzhen and Shanghai is weak.GEMPresenting an upward pulse, andShanghai indexThe gains were significantly weaker; the GEM in the afternoon said that the gains were further expanded, and the Shanghai index also caught up with the rising rhythm, which continued until the close. As of the close, the Shanghai Composite Index rose 1.36% to 2653.90 points;Shenzhen Stock ExchangeIt rose 3.06% to 791.9.05 points; the GEM index rose 3.53%, recovering the 1300-point integer mark and reporting 1316.10 points.
In addition, as of today (February 11th), the small series is based onOriental Fortune ChoiceThe data shows that the two cities have 18 flat stocks (13 Shanghai A, 5 deep A), A stock market including ST stocks, * ST stocks, a total of 80 stocks fell, including Shanghai A has 47, deep There are 33 A.
At the same time, the two cities includeNew sharesWithin the total, 3,472 stocks ushered in, including 1,387 Shanghai A, plus 2085 deep A. Today's A-share market has reappeared, with 92 stocks trading daily, most of which focus on popular concepts such as pork concept, 5G concept, domestic software, smart wear, iron ore.
Shen Wanhongyuan believes that the continuous recommendation of the pig breeding industry, the frequency and time of the African swine fever epidemic exceeds expectations, and it is expected that it will be completely eliminated in the short term. If the epidemic continues to ferment, the rate of de-capacity may exceed expectations. The high probability of pig prices started to rise in May 2019 and will accelerate in Q4 and continue until 2020.
Huachuang Securities also pointed out that in the first half of 2019, the price of poultry chains was mainly affected by the gap between supply and demand, and related companies.PerformanceThe year-on-year forecast is expected to improve significantly; pork supply in the second half of 2019 will significantly boost the price of the poultry chain. Currently, the valuation of listed companies are at historically low levels and continue to recommend the poultry chain.
However, Zhongtai Securities believes that the current market has a fuller expectation for the short-term trend of pig prices, the main difference is when the cycle reversal is established. From the perspective of cycle reversal, the establishment of the inflection point must rely on the increase in the price of live pigs. However, at present, the industry is in a state of pricelessness during the spring, and the oversold rebound in the northeast region is hard to tell the national phenomenon, and the pig price reverses. The determination is subject to further observation after the start of the slaughterhouse. The current increase may be more affected by the disappearance of the centralized slaughter before the festival and the resumption of the recovery of the sub-region.
Second, 5G concept
Guosheng Securities pointed out that it is concerned about the high-yield stocks with high certainty in the growth of the quarterly report, and the high flexibility of the 5G sector. As the first-quarter performance forecast disclosure period approaches, it is recommended to pay attention to the high-definition target of the quarterly report. On the other hand, combined with the recent collection of operators and the grassroots of the industry chainResearchAs a result, in 519, the 5G-related scale collection is expected to advance. As the market risk preference is gradually improved, it is recommended to lay out the high-elasticity of the 5G sector.
Shen Wan Hongyuan further deducted the 5G theme market: the lowest profitability of the communication sector in 2018, affected by market factors and institutional allocations, which were the lowest in history. In 2019, the capital expenditure of operators is expected to return to the upward trend, and the effect of the emotional inflection point of the new cycle market is highlighted.5G is the defining theme of real money.The 2019-2020 investment growth rate has the highest slope, and it is expected that the 5G investment sentiment is expected to reach its peak ahead of 2019. In 2020, it will enter the stage of performance of the industrial chain.
In addition, BOC International believes that China has taken the lead in the world of IoT private network, and the advantages of these basic networks will help China's future 5G Internet of Things applications flourish and develop huge Market space.
A picture summary:
(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.)