概括
[JinHuiJiuwith2platesBAICBlueValley3withplates!Underthe”drinkingmarket”canAsharesstill”getonthebus”?】Theconceptofunmanneddrivingbecameactiveagainonthe20thItisworthnotingthatBAICBlueValleyandChangshuAutomobilehavetheirdailylimitforthreeconsecutivetradingdaysandXiaokangsharesandAnkaiBushavejoinedtheboardFounderSecuritiespointedoutthatasaleadingICTcompanyHuaweihasaccumulatedasolidtechnicalfoundationinthefieldsofchip-operatingsystem-machinelearningalgorithms-cloudtechnology-sensorsItsstrategyofempoweringautomakerstobuildgoodcarscangreatlyandeffectivelyimprovecooperativevehiclesThelevelofintelligenceoftheenterpriseThereforeitisrecommendedtopayattentiontothethreecarcompanieswiththeclosestcooperation:BAICBlueValleyGuangzhouAutomobileGroupandChanganAutomobileSecondlyitisrecommendedtopayattentiontoXiaokangshares
Disseminate the A-share market information as soon as possible, observe the market trend, grasp the logic of ups and downs, and explore investment opportunities.
Autonomous driving accelerates landing concept stocks once again active BAIC Blue Valley’s three-linked board
The concept of unmanned driving became active again on the 20th. As of press time, the concept of unmanned driving,BAIC Blue Valley、Well-off shares、Luchang Technology、Changshu Auto Accessories、Ankai Bus、Asia Pacific sharesWait for the daily limit. It is worth noting thatBAIC Blue Valley, Changshu Auto has reached its daily limit for three consecutive trading days,Well-off shares、Ankai BusTwo connecting plates.
On the news side, recently, Huawei Intelligent Vehicle Solutions (HI) has held a number of new product launch conferences with car company partners. Among them, Huawei released five new HI products-Hongmeng OS intelligent cockpit, intelligent driving computing platform MDC 810, 4D imaging radar, “octopus” automatic driving open platform, and intelligent thermal management system. BAIC Jihu and Huawei jointly released the Alpha S, the first mass-produced model equipped with Huawei’s autonomous driving solution and Hongmeng smart cockpit.
Founder SecuritiesIt is pointed out that as a leading ICT company, Huawei has accumulated a deep technical foundation in the fields of chips-operating systems-machine learning algorithms-cloud technology-sensors. Its strategy of empowering car companies to build good cars can greatly and effectively improve the cooperation of car companies. Intelligent level. Therefore, it is recommended to pay attention to the three car companies with the closest cooperation:BAIC Blue Valley、GAC Group、Changan Automobile, Secondly, it is recommended to pay attention toWell-off shares. In addition, continue to be optimistic about the leading domestic companies with independent brands:Great Wall Motor、Geely Automobile、BYD; New car-making forces:Wei Lai, Ideal, Xiaopeng.
Liquor stocks once again boosted Jinhuijiu’s two-linked securities company’s latest strategy
Liquor stocks rose again in intraday trading on the 20th. As of press time,Jin Huijiu、Welcome to the tribute wineDaily limit,Highland Barley Wine、Huangtai Winery、Golden Seed WineSoaring over 6%; the three major rice wine stocks soaring collectively,Jinfeng WineryDaily limit,Gu Yue Long MountainRose more than 5%,Kuaiji MountainUp by about 3%;Wuliangye、Kweichow MoutaiEqually higher. It is worth noting thatJin HuijiuThe daily limit has been reached for two consecutive trading days.
On the news, the starfundManager Zhang Kun continued to increase its positions in liquor stocks in the first quarter. According to the report disclosed by the E Fund Blue Chip Select Fund on April 19, liquor stocks are still the largest stocks of the E Fund Blue Chip Select Fund.The data shows that Zhang Kun increased his position in the first quarter of this yearKweichow MoutaiApproximately 1.06 million shares, and the added position amount exceeds 2 billion.Add positions at the same timeWuliangye11.15 million shares, and the added position amount reached 2.5 billion.
CITIC SecuritiesSaid that through the Chengdu Sugar and Wine Fair, three major short- and long-term trends in the industry will continue to be established: ①In the short term, the liquor boom will be high under the stable epidemic situation and economic recovery. It is expected that the price increase and volume increase in 2021 will jointly drive high growth with strong certainty. ②The upgrading of liquor consumption continues and is accelerating. The high-end price of 1,000 yuan leads to rapid expansion of demand & the overall upward shift of the sub-high-end price belt; ③The craze for sauce and wine has become a trend, and the industry has a broad space. The competition of comprehensive competence with the brand as the core.Catalyzed by the positive signal of the Spring Sugar Association & the 2021 start, the sector is expected to usher in a rebound in the market, and highly flexible targets in the first quarter of 2021 are recommendedShanxi Fenjiu、Drunkard liquor、Luzhou Laojiao, It is recommended to have both offensive and defensive high-end leadersKweichow Moutai、Wuliangye。
The wind power photovoltaic power generation construction plan exceeds expectations and the industry ushered in important support (with shares)
On the 19th, the General Department of the National Energy Administration issued the “Notice on Matters Concerning the Development and Construction of Wind Power and Photovoltaic Power Generation in 2021 (Draft for Solicitation of Comments)”, which clarified that the proportion of wind power and photovoltaic power generation in 2021 will be 11 For the first time, it is proposed that the proportion will reach 16.5% by 2025.
Huachuang Securities pointed out that according to estimates, if the above goals are to be achieved, the new installed capacity of wind power and photovoltaics in the next four years will be at least 100 GW. The most critical change in the formal solicitation of opinions is the deletion of the relevant expressions in the earlier circulating version about the priority of obtaining new projects through the reduction of existing projects. At the same time, the official draft for comments mentioned the 14th Five-Year Plan, injecting a boost to the industry.Longji shares、Sungrow、Levima、Taisheng Wind EnergyRelated companies are expected to benefit.
The central bank promotes the construction of financial information infrastructure and the financial IT industry continues to be prosperous (with shares)
The central bank held a video conference on scientific and technological work in 2021 on April 19, requiring high-standard construction of financial information infrastructure and speeding up the new generation of peoplebankThe construction of backbone networks, data centers and “central bank cloud” improves the management of financial information infrastructure and promotes the application of global legal person identification (LEI).
Financial IT EnterprisePerformanceThe core driving factors for growth include rule changes and technological progress.Tianfeng SecuritiesIt is believed that the growth of financial IT companies can be viewed from three perspectives: short-term, medium-term, and long-term. In the short term, capital market reforms continue to advance, favorable policies are frequently issued, and financial institutions have a strong demand for system improvement.In the medium term, domestic financial institutions’ investment in information technology is either absolute or accounted forOperating incomeCompared with foreign counterparts, there is still a lot of room for improvement in the ratio. In the long run, leading financial IT companies continue to invest in R&D to ensure their continuous innovation capabilities, to continuously expand new business areas and consolidate their moats.
Leading companies get good performance and get together to investigate the electronics industry
With the intensive disclosure of A-share annual reports and quarterly reports, step upResearchListed companies and actively adjusting their positions and swapping shares have become the current top priority of the buyer’s organization.according toChoice dataAccording to statistics, in the past month, the organization is most keen to investigate listed companies in the electronics industry.Hikvision、TCL Technology、BOE A、Zhaoyi InnovationThese stocks have been “knocked” by more than a hundred institutions.
One thing these listed companies have in common is their outstanding performance in their annual or quarterly reports.Among them, the top security leader in the total number of surveys is undoubtedlyHikvision, The company received collective attention from nearly 500 institutions on April 17 alone.
The latest position of the social security fund emerged as a preference for the pharmaceutical, chemical and other industries
In recent years, it has been regarded as an accurate judgment of the top and low points of the market.Social securityFund trends have always been the focus of market attention.BrokerageAnalystSaid that the market is concerned about the trend of social security funds, first of all, social security funds are accurate in judging market changes; in addition, their investment style is stable, so the stocks favored by social security funds have attracted market attention.
With the continuous disclosure of the quarterly report, the social security fund, which is the benchmark of value investment, is gradually emerging.According to statistics, among the 289 listed companies that have disclosed the first quarterly report of 2021, 38 companies have the top ten tradable shares.shareholderSocial security funds appeared on the list. From an industry perspective, in the first quarter, the Social Security Fund preferred companies in the four industries of medicine, chemical industry, mechanical equipment and electrical equipment.
(Article Source:Oriental wealthResearch center)
(Editor in charge: DF150)
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