A-share September 08 Strategy Preview
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000536 Hua Ying Technology (/non/recommended/shares/): Huawei + semiconductor materials + panel direction, mainly engaged in liquid crystal display, new flat panel display devices, main company module business, mainly in Hua Ying Technology (parent company) and subsidiary Hua Guan Optoelectronics. Engaged in the research and development, production and sales of liquid crystal modules (LCM) LCD display panels. Design, research and development, sales, production and after-sales service of modules and components.
600850 Electric Technology Digital (/non/recommended/shares/): Internet service direction, a leading domestic industry digital solution provider, the company's main business includes digital products, industry digitalization and digital new infrastructure and other three business sectors. Reform of central enterprises, information innovation, data center, remote office, cloud gaming
300588 Xiling Information(/Non/Recommendation/Shares/): Software development direction, the main business is to provide a variety of industry application software and full-stack intelligent solutions in smart city and digital government scenarios to government agencies and enterprises in public security, transportation, emergency, energy and other industries
300256 Star Technology (/non/recommended/shares/): Consumer electronics, mainly engaged in the research and development and manufacturing of various window protection screens, touch display modules and precision structural parts, mainly used in mobile phones, tablet computers and other consumer electronic products, but also widely used in automotive electronics, medical equipment and other fields. Glasses-free 3D 6G concept Huawei concept
002654 Wanrun Technology (/non/recommended/shares/): cultural media direction, mainly engaged in LED packaging, lighting applications and lighting engineering business; and TV commercials, content marketing and Internet digital marketing, advertising media business. Memory chip, smart light pole, plant lighting, MiniLED ETC, Huawei concept
002528 Infineon (/non/recommended/shares/): In the direction of AI+Xinchuang, Infineon Systems, a wholly-owned subsidiary, has cooperated with Huawei in the data resource pool of Liupanshui municipal affairs cloud in Guizhou Province. The main business is the production and operation of entrance and exit control system products, data communication equipment, intelligent equipment, optical transceivers, electronic products, closed-circuit television system products, the company's business in smart government includes urban life mobile application services, government affairs big data platform, etc., in Hunan Province smart China side deployed smart city projects, Shenzhen Stock Connect net purchase of 17.49 million, an institution net purchase of 27.25 million, an institution net sale of 9.3 million;
301270 Hanyi Co., Ltd. (/non/recommended/shares/): Internet service direction, the main business includes font design, font software development and licensing, providing font technology services and visual design services, and IP productization business carried out in the form of IP empowerment. Specializing in font design, font library product development, Chinese character information technology research, data elements Digital watermarking AIGC concept Hongmeng concept Huawei concept
603326 My Happy Home (/non/recommendation/shares/): decoration building materials + performance + real estate industry chain direction. The company is one of the leading brands in the custom furniture industry, focusing on the research and development, sales, production, design and related services of whole house customization, overall kitchen cabinets and furniture products. The net profit in the first half of the year increased by 48.26% year-on-year. On the news: First-tier cities have implemented "housing recognition but not loans", and market transaction activity has increased significantly. Heavy news: Illegal reduction of holdings, was placed on file for investigation! (The fastest filing ever?) ）。 The circulating market value is 4.581 billion, the full-day transaction is 1.165 billion, and the turnover rate is 23.05%. The top five buyers on the Dragon and Tiger list bought a total of 140 million, accounting for 12.01%, of which Heping Road bought 69.97 million, Hubin South Road bought 20.23 million, and Beijing Jianguomenwai Street bought 18.31 million. (/non/recommended/share/).
600706 Qujiang Cultural Tourism (/non/recommended/shares/): Tourist hotel direction, the business scope covers historical and cultural tourist attractions operation management, planning, catering and hotel, travel agencies, tourism commodity sales, sports projects as the core cultural tourism industry. NFT concept Influencer Live /One/Belt/One/Road/. Sports Industry State-owned Enterprise Reform On the news, according to the "Notice on the Arrangement of Some Holidays in 2023" issued by important departments, this year's National Day Mid-Autumn Festival will be closed for 8 consecutive days, affected by the news of the National Day Mid-Autumn Festival holiday and the opening of the third batch of outbound destinations, Mid-Autumn Festival National Day travel bookings are hot.
000721 Xi'an Diet (/non/recommended/stock/): Big consumption old leader, the bottom signal is clear, there is a green disk or flat opportunity can be sucked low, and then consider after stepping back. On the news, according to the "Notice on the Arrangement of Some Holidays in 2023" issued by the Office of Important Departments, this year's National Day Mid-Autumn Festival will be closed for 8 consecutive days, affected by the news of the National Day Mid-Autumn Festival holiday and the opening of the third batch of outbound destinations, Mid-Autumn Festival National Day travel bookings are hot.
603256 Honghe Technology (/non/recommendation/shares/): In the direction of Huawei's industry chain + consumer electronics (electronic cloth), the company has realized the integrated production and operation of electronic grade glass fiber cloth, and electronic grade glass fiber ultrafine yarn. Mainly engaged in the production and sales of electronic grade glass fiber cloth (referred to as electronic cloth). Apple concept. 5G concept,
600892 Dasheng Culture (/non/recommendation/shares/): Game direction, the main business is online game research and development, operation, film and television drama production, distribution business. The main customers of the business include TV stations, cinema lines, video websites, mobile Internet platforms, etc. Online game Venture Capital
301011 Holley Technology (/non/recommended/shares/): Special equipment, mainly engaged in the design, research and development, production, sales and operation of game and amusement equipment. It covers the design, research and development, production, sales, operation and other links of game and amusement equipment, forming a complete industrial chain. Metaverse Concept, Esports, Augmented Reality, Virtual Reality, Baby and Child Concept. The five institutions sold net sales of 13.5 million, 12.44 million, 6.5 million, 4.95 million and 4.9 million respectively;
002767 Pioneer Electronics (/non/recommended/shares/): instrumentation, the main business is electronic components and electromechanical components equipment manufacturing; sales of electronic components and electromechanical components; sales of power electronic components; Wholesale of electronic components; Manufacture of electronic special equipment; sales of electronic special equipment; One of the largest manufacturers and system suppliers of smart gas meters in China. On the news: Morgan Stanley reports that NAND prices have bottomed out, and some customers have even accepted a 30%-35% price increase.
000158 Changshan Beiming (/non/recommended/stock/): One of the most authentic targets of Hongmeng logic, not necessarily the strongest (the market is not as good as iSoftStone of the same logic), just because many people give me a reaction that ChiNext can't buy it, so I found a motherboard, if you open low, you have to wait for the 5-day line, a small high open can get on the car, drive too high and don't chase.
601136 Capital Securities (/non/recommended/shares/): As a securities company controlled by the Beijing State-owned Assets Supervision and Administration Commission, the company's main businesses include retail and wealth management business, investment banking business, investment business, asset management business and research business. On the news: The chief lawyer of the Securities / Regulatory Commission revealed at the second Financial Street Asset Management Forum that the "Action Plan for the Construction of a Modern Industrial System for Capital Market Services" is being formulated and implemented, and its implementation is being promoted.
002670 Guosheng Financial Holdings (/non/recommendation/shares/): Brokerage direction, the main business includes investment business; Equity investment, investment management and consulting; Financial Information Services Technology. Fintech business, securities business, intermediary services and cable business. Internet Finance Participating Securities Firms, News: The chief lawyer of the Securities / Regulatory Commission revealed at the second Financial Street Asset Management Forum that the "Action Plan for the Construction of a Modern Industrial System for Capital Market Services" is being formulated and implemented, and the implementation is being promoted.
000712 Jinlong shares (/non/recommended/shares/): In the direction of big finance (brokerage), the company holds 40% of the shares of Dongguan Securities and participates in 3% of the shares of Hualian Futures Co., Ltd. The main business is investment consulting, securities company business, securities self-operation, asset management, brokerage business scope covers futures IB, direct investment, fund sales, underwriting and sponsorship, margin trading, financial consulting and other fields. Holding 70.96% of the equity of Zhongshan Securities, participating in banks, participating in futures, brokerage concept, IPO benefits, equity participation insurance, and participating in brokers. Connected Finance. On the news: The chief lawyer of the Securities / Regulatory Commission revealed at the second Financial Street Asset Management Forum that the "Action Plan for the Construction of a Modern Industrial System for Capital Market Services" is being formulated and implemented, and its implementation is being promoted.
603221 Aili Furniture (/non/recommendation/shares/): plastic products, one of the leading PVC plastic flooring production and export enterprises in China, the main business is the research and development, production and sales of PVC plastic flooring, specific products include suspended flooring, lock flooring and ordinary flooring.
300047 Tianyuan Dico (/non/recommended/shares/): Huawei ICT leader + memory chip + data elements (BOSS system) + 5G new communication + collection robot + domestic computing power server + cloud computing + interconnected finance + information security + intelligent machine + vocational education + domestic software + Ali concept + cross-border e-commerce + Huawei Hongmeng + information innovation + smart government affairs + super fusion general distributor, the second largest computing power service manufacturer in the market share, if there is a washing action at the opening tomorrow, you can step back and suck low, Steady you wait to step back on the 5-day line
603389 Yazhen Furniture (/non/recommended/shares/): Decoration building materials, integrating product research and development, design, manufacturing, sales service and home culture research, mainly engaged in the research and development, production and sales of high-end Shanghai classic and Shanghai modern furniture products. Lab-grown diamond ventures
600895 Zhangjiang Hi-Tech (/non/recommended/shares/): real estate development + chip direction, land development and land use right management in the company's transferred plots, municipal infrastructure construction investment, etc. Mainly engaged in non-residential real estate leasing, housing leasing, real estate development and operation rental and sales with the same rights, and participated in Shanghai Microelectronics. New energy vehicles, artificial intelligence. Photoresist, unicorn, Shanghai Stock Connect net purchase 64.4 million, two institutions net purchase of 143 million and 136 million respectively, Shanghai Stock Connect net sale of 52 million, one institution net sale of 45.89 million, 3-day list;
600814 Hangzhou Xiebai (/non/recommended/shares/): Hangzhou Asian Games (local stocks) + retail direction, the operating income mainly comes from the rental income and commodity sales income of functional merchants in the shopping malls of its stores. The main business is commodity retail, and the main formats are shopping malls and department stores. It mainly has two main stores: Hangzhou Tower Shopping City and Xiebai Shopping Plaza. Medical cosmetology, Hangzhou Asian Games, tax refund shops, state-owned enterprise reform. New retail, sports industry,
605588 Guanshi Technology (/non/recommended/shares/): Huawei+ semiconductor photomask version, mainly used in rail transit, industrial and automotive industries. The main business is the sales, research and development and production of special adhesive materials and semiconductor display devices, OLED. semiconductor concept,
001296 Changjiang Intelligent Materials (/non/recommendation/shares/): non-metallic materials, the main business is the research and development, production and sales of silica sand, coated sand and sand core for casting; R&D and production of foundry waste (old) sand recycling technology and equipment; R&D, production and sales of fracturing proppants. 3D printing shale gas
The market is not confident enough to go long. Stabilizing at a low weight will help the market regain confidence in going long. A rebound may appear, and some hot topics in the early stage may follow the weight to rekindle the upward trend. It should be noted that this drawdown is relatively smooth. There is a local, small-level panic, but as soon as it appears, there will be a relay plate. Alternating rotation is convenient for the sector to rest, and the key is to support the broader market with some sustainable varieties. At present, sustainable varieties have basically appeared, especially cyclical varieties related to economic boost or the main direction of capital attack.
In terms of A-shares, it is recommended to pay attention to: 1) industries with high performance growth or improved performance. It mainly includes industries with high performance or improved performance, such as navigation equipment, film and television theaters, commercial vehicles, decoration and decoration, and hotel catering; 2) Industries where the percentage of analysts' earnings forecasts raised and lowered has been significantly higher. Mainly including media, social services, food and beverage, commercial retail and other industries; 3) Industries with high earnings and low valuations. It mainly includes coal, petroleum and petrochemical industries.
Note: (Disclaimer) This article is only a personal note, the individual stocks contained in it are only for analysis reference, some data sources (Dongcai, Tonghua, Cailian, Galaxy, CICC, Zhejiang Shang, Haitong, Everbright, Cathay, Wande, Huitong, etc.) cannot be used as the basis for investment decisions, do not constitute any advice, and enter the market at your own risk. The stock market is risky, investment needs to be cautious!
God has given me a pair of wings, and I should spread my wings and soar, and what can I do with the dark clouds, and the sun will shine through. Thanks for getting to know you all at the lowest time in the stock market; Bustling, full of traffic, living up to Shaohua and living up to the king.
I wish you all a lot of money! Stock/Yun Changhong! Smooth sailing! Thank you for your attention. Like. Comments. Forward!!! 2023.09.08