First Board:
1. Real estate chain
Sentai shares (first quarter results), Aopu Home
The performance of the large market target is average, and the better performance is mostly home building materials, and some exports are more, and the performance is better, which fails to form a plate effect.
2. Consumption
Ximai Food, afternoon: Lanzhou Yellow River
There is a consumer retail target on the head, and the strength is not on the first board.
3. Export
Ai Ai Seiko, Jiuqi shares, afternoon: Shuhua Sports
The first board arbitrage is high, and the direction of export performance may continue
4. Robots
Ai Ai Seiko, Del Mar, Ming Zhi Electric
Fermentation is average, and the duration is unknown.
5. Low-altitude economy
Andawell, Sinochem Geotechnical, Lingnan Holdings, Huati Technology, Traffic Control Technology, Afternoon: Weihai Guangtai
The low altitude is yesterday's strength of the plate, but the end of Wanfeng Aowei was smashed, the 20cm core high standard has fallen sharply, relatively low traffic control, Anda 20cm, the capital is doing high cut low, it stands to reason that the second wave should be led by the core, and the core should first reach a new high, rather than looking for a low position to do not rise.
There is also Wanfeng Aowei after the limit, although it drove a low-altitude rise, but the index began to fall, which is also a failure.
6. Lithium-ion battery/solid-state battery
Boqian New Materials, Oriental Zirconium, Tengyuan Cobalt, Sinosteel Tianyuan, Baichuan Co., Ltd., afternoon: Xidian New Energy
Compared with the low altitude, the solid-state battery shows better toughness, and the time of the Oriental Zirconium industry's daily limit is the time when the CITIC Sea directly opens the board, which is the opposite, and the trend of JSTC and Baolidi can also reflect a certain connection. Since it is obviously opposite, the two may be accompanied by a period of time, and the tail end of Oriental Zirconium is missing, and Wanfeng Aowei is also a failure. This piece of solid state is more to see new faces, Pauly Di. The 10cm board is not the core. The first board is also not the strength, you need to look at the golden dragon feather of the second board.
7. New energy vehicle industry chain
Kangping Technology, King Long Automobile, Tederic Machinery,
If the automobile industry chain is strong, there should be no core diving, or the index should go up, and the core target should remain stable, unless the index is expected to continue to fall.
8. Consumer electronics
Zhaowei Electromechanical, afternoon: Anjie Technology
MR has performance, and the target of Zhaowei Electromechanical can be up and down, so we must keep an eye on it.
9. Anti-aging materials
Afternoon: Lianlong, Suqian Liansheng
The direction of the new theme is unclear and needs to be studied in detail.
Baoguang shares: hydrogen energy + performance, hydrogen energy is completely unpromoted, and the sustainability is unknown.
Inspur information: Xinchuang, unique seedlings, sustainability unknown.
Jingjin equipment: environmental protection equipment, equipment update, sustainability is unknown, and the direction of environmental protection is general.
Shifeng Culture: AI, compared with yesterday's rebound, the AI direction is average, and it needs to be catalyzed by major events.
Shanghai Jianke: Infrastructure, yesterday's trillion national bonds, today's performance is significantly lower than expected, broken expectations.
Lendit Group: Semiconductor chips, it is said that the upward cycle of chips is coming, but the stock performance is average.
Antai Group: Coking coal, coking coal has certain expectations, this piece needs to be paid attention to.
Lianyu shares: the new + export LED lights, the new today's changes, generally when there is no theme hype.
Nanhua Biological: Medicine, hedging, when hedging.
Daqian Ecology: Environmental protection, environmental protection fermentation is not as expected, broken board expectations, and the index performance may not perform well.
Hongsheng Huayuan: sub-new + photovoltaic, no theme is performance, analogy with the domain.
Northern Copper: Non-ferrous resources, copper futures rose sharply in the afternoon, after the Northern Copper limit, the index began to fall, and the index was not optimistic about the high dividend period.
Phoenix Shipping: Shipping, tail oil transportation, and container transportation changes, mainly because of the sharp rise in European line container shipping futures.
There are many other scattered stocks, no obvious main line, solid-state batteries and low-altitude are the plates that were screened down yesterday to be promoted, the low-altitude failure at the end of today's market is a bit much, Wanfeng, deep trading, Rice, are falling, this performance is difficult to start the second wave, yesterday everyone has great expectations for JSTC, but JSTC today's performance is less than expected, CITIC Haizhi's performance is better than JSTC, today has also withstood Wanfeng's open board, tomorrow we need to pay attention to whether today's low-altitude first board has a word assist, whether CITIC Haizhi can continue to advance.
2 Board:
Kehua Holdings: export + hydrogen energy + auto parts, export sales are fermented, and other attributes are generally fermented, and the sustainability is unknown
VIE Technology: Low-altitude, one-word board, gave today's low-altitude fermentation opportunity, but the end of Wanfeng diving, Wan'an has the expectation of changing hands, if it can continue to be strong, the low-altitude is expected to be repaired
Lishang Guochao: consumption + performance, with the first board assist, the sustainability is unknown
Victall shares: low altitude, follow Wan'an
Northern shares: military + unmanned + performance, no plate assists, broken board expectations
Lehui International: Consumption + retail, with the first board assist, to and Lishang PK
CITIC Haizhi: low-altitude, low-level is stronger than the first two daily limits of the target, Wanfeng diving, keep the sealing board, reflecting a certain strength, if tomorrow can continue to be sealed, low-altitude repair expectations.
Ruineng Technology: Chips, the sustainability is unknown
Design Institute: Low altitude: the back row, but resisted Wanfeng's smashing, and the current CITIC guards are looking at it.
Jin Longyu: Solid-state battery, you need to continue to advance tomorrow
Qianjiang Motorcycle: Solid-state battery, the strength is not as good as Jinlongyu
Jinhai Hi-Tech: Environmental protection filter material, sustainability unknown
Jindun shares: low-altitude, today's performance exceeded expectations, withstood Wanfeng's smashing, and there will be a premium tomorrow.
Oriental Fashion: Low-altitude training, low-altitude subdivision, whether you can advance depends on whether there is a word assist at low altitude.
Zhongheng Design: Low-altitude infrastructure design, the first price limit in the afternoon, drove the trend of low-altitude afternoon, and also drove the sharp rise of architectural design-related targets.
Furi Electronics: AI mobile phone, hype p70 sales are hot, need to pay attention to the news of p70.
Baiyun Electric: UHV power grid, going to sea, the sustainability is unknown
Soft control shares: tire rubber, no plate assist, but the tire target is trending, and there is hope for promotion
Judging from the promotion of the second board, there are 7 low-altitude and 2 solid-state batteries, in terms of quantity, low-altitude still occupies an absolute advantage, and tomorrow a certain strength is needed to repair today's fall.
3 Board:
Construction Research Institute: Architectural design, from the perspective of design alone, coincides with some low-altitude targets, forming a 321 echelon. Tomorrow there is an expectation of a change of hands
4 Board:
Zhonggong Hi-Tech: Xiaoqiang, which can't be killed, represents the prefix of the Chinese word, which once rose sharply in the afternoon to assist the index, and China's Xidian rose sharply, with the existence of Zhonggong Hi-Tech, the index may continue to fall.
5 Board:
The same shares: performance + security + export, a word, no chance to buy, export, performance continues to assist, may be a word, wait until the end of the first quarter performance report
Chunguang Technology: Home appliances + export sales, one word, no chance to buy, export sales have assists, and will continue to PK tomorrow
Summary:
1. The low-altitude performance is the best, but the end of Wanfeng smashing is a failure, most of the core recognition targets in the early stage have risen and fallen, and it is necessary to pay attention to whether there is a word in the first board today, whether VIE Technology continues to advance, CITIC Haizhi bidding performance, Wanfeng Aowei, Rice information bidding negative feedback. Bidding makes the choice.
2. Solid-state batteries are accompaniments and compete with low altitudes, but both of them resonate in the same direction as the exponent. Pay attention to the bidding performance of Jinlongyu, and you can pay attention to Baolidi to participate.
3. Non-ferrous resources have become a sector opposite to the trend of the index, and the core depends on the performance of the northern copper industry, that is, the performance of copper futures. There has always been funds in the maintenance of the word, and this fund is also relatively patient, and the idea is very clear. It is to wait for the current solid-state or low-altitude time is not good, take the initiative to attack, from this point of view, the Chinese character and the colored color are a gang of villains.
A thought: why Wanfeng Aowei closed the limit, the index began to fall, Wanfeng Aowei limit, does not prove that the main line is low, over-the-counter funds should accelerate the entry after seeing this confirmation signal, in fact, Wanfeng after the limit, it did strengthen the plate, why failed to resonate with the index, the index has been falling, after the northern copper industry sealed, the funds chose to return to non-ferrous resources, Wanfeng is the opening board was smashed. Why did the opportunity to absolutely establish the main line be conceded?