The GEM refers to the rise of more than 1%!More than 6.4 billion yuan of funds poured into power equipment, and 10 stocks have a collective daily limit!

Our reporter Ren Shibi On August 15th, the three major Indoices of the A -shares broke down in the morning and rebounded. Where is the follow -up investment opportunity of A shares? Today, the three major indexes are divided. The Shanghai Stock Exchange Index maintains weak consolidation, and the GEM index rose more than 1%. As of the close, the Shanghai Stock Exchange Index fell 0.02%to 3276.09 points, the Shenzhen Stock Exchange Index rose 0.33%to 12460.22 points, the GEM index rose 1.03%to 2718.59 points; Yuan. Generally speaking, individual stocks rose more, and 2,290 stocks of 4,856 transactions rose. In terms of daily limit, 91 stocks have daily limit. Among them, there are 29 daily limit stocks, and the stock price has risen more than 3 trading days. In terms of daily limit, eight stocks have fallen. From the perspective of the industry, the number of stocks in three industries such as machinery and equipment, electronics, and power equipment today is the top stocks, and the daily limit shares have reached 13, 12 and 10, respectively. Table: Rising for 3 consecutive days and the closing daily limit stocks today. Watch: From the perspective of the section of the industry in the industry, 18 categories of 31 industries rose, accounting for 58.06%. Among them, the power equipment industry rose, 3.35%, 3.35% , Coal, non -ferrous metals, public utilities, basic chemicals, machinery and equipment and other industries have increased by more than 1%; the largest decline is beauty care, with a decline of 2.35%. Regarding the future trend of A shares, Yu Dingheng, general manager of Winghu Investment, believes that with the strong rebound led by the new energy sector at the end of April, it is expected to be gradually repaired in the third quarter. continue. Looking forward to the market outlook, the US CPI fell, the rate hike expected to cool down, the liquidity margin improved, the domestic MLF interest rate decreased, and the liquidity was reasonable and abundant. Liu Jixin, assistant to Rongzhi Investment Fund, a subsidiary of Rongwang.com, said that it will be cautious and optimistic about the future market. First of all, despite the slowdown of global economic growth, under the continuous efforts of the steady growth policy, my country's economy has gradually recovered; secondly, zero growth rate is not as good as expected. my country ’s corresponding interest rate cuts; third, overseas countries still continue to raise interest rates under high inflation pressure. Whether the Fed can lower inflation still needs to be observed. If inflation is successfully controlled, the Fed’ s opportunity to increase interest rate hikes is low. Therefore, we believe that the short -term market may maintain a shock pattern. It is recommended to pay attention to new energy sectors with good growth and good cost -effective epidemic recovery sector. Regarding future investment opportunities, Yang Delong, chief economist of Qianhai Open Source Fund, believes that on August 15, the new energy sector once again led the two cities, and new energy replacing traditional energy is the general trend. Since the beginning of this year, new energy has played a role in the leaders of the two cities many times. Especially since April 27th, the new energy sector has risen sharply since the stage in the market. At present, the A -share market is in a period of shock adjustment, and the structural market characteristics are still relatively obvious, especially for new energy sectors with high prosperity. Pagoda Industry has a daily limit of four consecutive trading days. Since August 10, the stock has been rising for 4 consecutive trading days since August 15, with a cumulative increase of 46.56%. In terms of news, Pagoda Industry announced on the evening of August 14th that the risk of stock trading risk stated that the company's closing price rose and decline in the closing price on August 12, 2022 was abnormal, and 32.31%of the three consecutive trading days were separated. After verification, as of the date of this announcement, the company, the actual controller, and the major shareholders do not have major matters that should be disclosed or not disclosed or in the planning stage. Public information shows that the main business of the company is the production and sales of bearing and shipping appliances. The main business income is mainly from bearing business. The products are mainly used in oil machinery, metallurgical rolling machines, heavy -duty cars, rail transits, railway trucks and other fields. Ship electrical products are mainly used on aircraft carriers, warships and large ships. The main funds of more than 6.4 billion yuan influx into the power equipment industry on August 15th. On August 15, the power equipment in the application of the industry rose strongly, an increase of 3.35%, and the net inflow of the main funds reached 6.444 billion yuan. There are 274 stocks in the industry's 3111 transactions, including 10 stocks including Sichuan Run, Cosca, Zhenjiang, TCL Central, Kehua Data, Qingyuan, etc. Regarding investment opportunities in the power equipment industry, China -Thailand Securities said that it is optimistic about the sub -circuit photovoltaic sector of the industry. From the perspective of the supply of the industrial chain, the supply of polysilicon at the end of the third quarter is expected to volume, the price of the industrial chain is clear, and a centralized power station that is more sensitive to product prices will gradually start the connection, and the photovoltaic prosperity will continue. Zhongtai Securities said it is optimistic about the sub -track wind power sector. Wind power installed capacity continues to grow, and the development of development enthusiasm is still unabated. Under the policy blessing, the amount of new installation machines will maintain rapid growth in the middle and long term. In the short term, the expected cost of cost is decreased. The impact of the superposition of the epidemic will gradually weaken. It is expected that the shipments of upstream components are expected to be released rapidly in the second half of the year. Soochow Securities is optimistic about the energy storage sector of the track. European households are hot. This year is expected to increase 2 times to 3 times this year. Domestic energy storage has doubled. The tendering has exceeded 20GWH. It is expected that the household storage is expected to double the growth in the next three years. Strongly optimistic about the high growth of energy storage inverters and energy storage batteries.

Picture | Site Cool Hero Bao Map.com

The central bank's small shrinkage sequel 400 billion yuan MLF exceeded the expected "interest rate cut" and is expected to drive this month's LPR reduction

Ministry of Transport: This year, strive to add about 100 billion yuan in rural road investment

- END -