02-11 Morning Session Theme Preview

02-11 Morning Session Theme Preview

1. 【Large Market】

On February 10, the three major indexes differentiated, the turnover of the two cities was 936.4 billion, compared with the previous trading day of 4.6 billion, as of the close, the Shanghai index rose 0.17%, the Shenzhen component index fell 0.73%, and the ChiNext index fell 1.98%. In the near future, we often talk about the rhythm problem. The market is a good day, stepping on the rhythm is meat every day, and stepping on the rhythm is beating every day. However, now, the plate Jun believes that the GEM has bottomed out, and from Valentine's Day onwards, we can appreciate the romance and warmth of the GEM lover. The Shanghai Composite Index has also begun to strengthen in the short term, and the next step is to see whether the amount can be matched, as long as the amount can be matched, the index can also go up to a higher level. Recently, on the disk, the king of digital currency has returned, and this sector was also focused on analysis years ago, but now there is no need for the digital currency sector to chase high. The bullishness of the digital economy is driven by policies, and now there is a clear policy direction in the middle line: the comprehensive registration system. The full registration system needs to be passed by legislation, and it is clear that this year's two sessions will formally pass legislation. The most favorable sector for the registration system is the venture capital sector. You can pay attention to the inner article of the lower plate Jun, "A Brief Discussion on the Venture Capital Sector Opportunities Benefiting from the Registration System". U.S. stocks closed lower en masse last night, with the Dow down 1.47%, the NASDAQ down 2.1 percent and the S&P 500 down 1.81 percent. Today's index will continue to be under pressure, on the one hand, the emotional impact of the external decline, on the other hand, after several consecutive days of rising in the Shanghai Composite, everyone's profit cash-out mentality. Today, the Shanghai Composite Index is cautious, and the ChiNext board is optimistic about the opening of the rebound. For the medium-term index view, the plate Jun 1 quarter or continue to be optimistic, the index is optimistic about 3600 points. The theme direction suggests that the short-term focus on oversold sectors such as semiconductors, artificial intelligence, infrastructure, etc., the middle line is optimistic about the annual report pre-increase plate and the registration system plate. Today's individual stocks are highlighted to share a semiconductor sector stock, you can refer to the attention.

Position recommendation: about 70%.

1. 【Hot Spot Preview】

The mainland will fully build a space station this year, and two industrial chain companies will benefit from the high prosperity of the industry

Sinomachine Seiko (002046) Aerospace Special Bearing occupies a monopoly position in China, all rotating parts of the renewable ring control biosecurity system work in an acidic oxidation solution, the Shaft Research Institute improves the bearing life and meets the requirements of the space station, and the corrosion-resistant bearing is applied to the "Tianhe Core Cabin" of the Chinese space station. Tailin Bio (300813) Co., Ltd. is one of the construction task units of the Chinese space station, and participated in the research and development and production of water microbial sampling and detection devices in the space station's life support system.

Policy-driven electronic detonator penetration rate accelerated, the tens of billions of market ushered in the outbreak

Cathay Pacific Group (603977) has 74.3 million industrial detonators, of which the licensed production capacity of digital electronic detonators is 16.3 million rounds, and the company said that after replacing other detonators with electronic detonators, the production capacity will increase significantly. Guangdong Hongda (002683) digital electronic detonator license capacity of 20 million rounds.

SMIC's quarterly revenue reached a new high, and the global semiconductor supply continued to outstrip supply

North Huachuang (002371) is a domestic semiconductor equipment leader, rich in technology reserves in etching, deposition, diffusion and other fields; Jiangfeng Electronics (300666) based on the high-purity sputtering target business to stabilize its position, horizontally expand the IC equipment precision parts business.

The mainland has accelerated the comprehensive utilization of industrial resources and the recycling of resources to meet the opportunities

Huahong Technology (002645) is the leader of domestic scrap processing equipment and the leading domestic market share in the industry; Zhefu Holdings (002266) has formed a whole industrial chain layout in the field of solid waste, with strong recycling capacity for small metal enrichment.

The shortage is unprecedented, and the global silicon wafer faucet has been sold out in the past five years

300456(300456) MEMS wafer production capacity is leading the world, and filter wafer products have entered the development and verification stage. China Resources Micro (688396) currently has three 6-inch production lines and one 8-inch production line for semiconductor wafer manufacturing, and is currently planning a 12-inch wafer production line project.

1. 【Individual stocks are the finishing touch】

Sai Microelectronics (300456)

300456(300456) MEMS wafer production capacity is leading the world, and filter wafer products have entered the development and verification stage

1. 【IPO Subscription】

Jinhui share code 732132, the price is 10.8 yuan, the subscription limit is 29,000 shares, the main business is lead and zinc and other mineral resources mining and processing.

Newtek code 301229, the price is 20.28 yuan, the price-earnings ratio is 29.68 times, the subscription limit is 20,000 shares, and the main automotive suspension system is suitable for automotive lightweight parts and components.

The subscription code of Double Arrow To Bond 072381, and the latest share price of its current stock Double Arrow shares is higher than the transfer price

Like if you like a like + pay attention to Oh, hee-hee ~ your support is the author's biggest motivation, but also welcome everyone to leave a message to communicate, ღ ( ́ ・ᴗ ・' ) than the heart

Disclaimer: The content of this article is for reference only, and the individual stocks involved are only a description of market trends and are not used as a basis for trading. The stock market is risky, and you need to be cautious when entering the market