The three major index fluttering, over 1.5 billion yuan to sweep the national defense army!Institution: The future of the stock index will generally fluctuate upward

Our reporter Zhao Ziqiang rose in the morning on July 20. As of 11:30 in the morning, the Shanghai Stock Exchange Index rose 0.67%to 3301.25 points; the increase of the Shenzhen Stock Exchange and the GEM index increased by 0.61%and 0.69%, respectively; The market has risen more and less. Among the 4,828 transactions, the stocks rose 2788. From the perspective of funds, on the morning of July 20, the net purchase amount of the northbound capital reached 4.044 billion yuan. In terms of the two melands, as of July 19, the balance between the two and Shenzhen cities was 1627.435 billion yuan, an increase of 3.331 billion yuan from the previous trading day. Among them, the financing balance was 1,529.285 billion yuan, an increase of 2.918 billion yuan from the previous trading day; the balance of margin margin was 98.15 billion yuan, an increase of 413 million yuan from the previous trading day. Table: On July 19th, the two -level industry two -level industry integration transaction situation: watchmaking: Zhao Ziqiang's trend of the A -share market, Qin Hong, a senior analyst of Jin Bailin Consultation, said that although there are some pressures in the A -share market, such as the reduction of funds in the north Holding and high stocks fall, and there is the pressure of the peak of the science and technology board lifting ban. However, on the one hand, due to the stable factors of low -valuation financial stocks, on the other hand, the liquidity still maintains a relatively loose situation, so , The A -share market is still expected to hedge the above pressure to maintain relatively strong toughness. Huajin Securities said that at present, the northern direction of funds sold 9.859 billion yuan unilaterally on Tuesday, a new year high, which shows that the northbound capital emotions are still in a relatively cautious attitude, but the background of the afternoon has risen to a certain extent. The expectation of changing the disadvantaged market, so the latter two trading days must make up to rise, otherwise the index will continue to fluctuate the vulnerable shock and change the space with time. In terms of operation, Central Plains Securities stated that the future of the stock index is expected to continue to fluctuate up, and at the same time, it still needs to pay close attention to changes in policy, capital, and external factors. We recommend that investors pay attention to investment opportunities in industries such as Internet services, automobiles, aerospace military industry, and electronic information. The mid -line continues to pay attention to investment opportunities for low -valuation blue chip stocks. In terms of Flush Industry, as of 11:30 on July 20, 63 of the 76 industries rose, accounting for 82.89%. The national defense army industry has risen at the top of 4.17%. In addition, the non -metallic material industry has increased by more than 3%, and the industry has increased second. The industries that fall more than 1%are the breeding industry, with a decline of 1.03%. From the perspective of the rising national defense military industry, as of 11:30 on July 20, 126 stocks in the industry trading rose, of which 5 stocks rose and 35 stocks rose more than 5%. From the perspective of capital flow, the net inflow of funds in the national defense army industry this morning reached 1.511 billion yuan, ranking first in various industries. Great Wall Fund Weng Yuping said that the long -term nature of the national defense construction strategy determines the certainty of the prosperity of the military industry. my country's defense modernization construction is in its infancy, and there is still a long way to go. Aerospace and informatization are the key areas of national defense modernization. They will continue to maintain a high degree of prosperity. The layout of the two areas is expected to obtain the overall yield higher than the plate. Northeast Securities believes that in 2022, the entire industry chain will continue to focus on the double growth logic brought by the release of production capacity: focusing on actual combat needs, models with depth staircases, and downstream OEMs and sub -systems that come to the production nodes; Middle -tier facilities and manufacturing with strong capacity and scale effects; large industry space, strong core competitiveness, and domesticization replacement of macro -acceleration military materials/electronics; new military industry technologies in the new trend of new equipment development of ships; and five major directions of asset securitization. In terms of targets, Great Wall Securities believes that the basic aspects of the military industry have continued to improve, and future growth is high. Suggestions: 1. OEM: AVIC Shen Fei, Navigation Movement, AVIC Xifei, Zhongzhi, Hongdu Airlines (unscrusable); 2. Middle - -time aviation manufacturing: AVIC Hi -Tech, Aviation Technology; 3. Military chip: Military chip: Jing Jiawei, Ziguang Guowei; 4. Military electronics: Zhenhua Technology, HTC Electronics (unsaturrer); 5. Military materials: Jieqiang equipment (unscruma), western materials (unscruma); 6. Asset securitizationization The main line is concerned about the reform of China Electricity Group.

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