Opportunity in the line of fire, in-depth quick review! Hello everyone, I am the little God of Wealth.
The strong performance of the pre-holiday market continued as scheduled into the first trading week of May.
The performance of Chinese assets has been very bright recently, Hong Kong stocks have reached the standard of a technical bull market, and the Shanghai Composite Index also reached the standard of a technical bull market on Friday. On Monday, the market showed a general upward pattern, and the overall performance of the next four trading days was a volatile trend.
In terms of plates, plates rotate and hot spots emerge frequently. In the financial real estate sector, the troika of banking, insurance and real estate continued to be strong; Among the cyclical sectors, the chemical sector with obvious price increase characteristics performed strongly; After the sharp rise on Monday, the value sector has generally entered a state of adjustment; In the concept sector, synthetic biology is like a dark horse, which has sprung up and become the focus of the market.
On the news side, the heat of the real estate market continues to heat up. Chengdu, Hangzhou, and Xi'an have cancelled the purchase restriction policy, and the support for the real estate industry on the policy side continues to strengthen. As market sentiment continues to rise, the next market performance is still highly anticipated.
With the blessing of market conditions, this week's Fireline Express review team has conducted a multi-faceted tracking of copper clad laminates and shipbuilding and other sectors to analyze the investment logic and market potential behind them for investors.
Copper-clad laminate industry: Huazheng New Materials, up 9.29% in 7 days
The investment logic of cyclical stocks is relatively simple, which is to focus on the sustainability of product price increases. If the price of the product continues to rise, then the future performance of the relevant listed company is expected to increase significantly, and its stock price performance will also be ahead of the performance.
Since the beginning of the year, copper prices have risen sharply, with the LME copper spot settlement price rising from US$8,430/mt at the beginning of 2024 to US$9,737/mt on May 3. The rise in copper prices has led to a passive rise in the prices of important PCB raw materials such as copper clad laminates, copper foils, and copper balls, and in late March, copper clad laminate manufacturers such as Kingboard Laminate, Willy Bond, and Jinbao Electronics have issued price increase letters.
In this context, the Firewire Quick Review team sorted out the investment logic of the copper clad laminate sector and related stocks in a timely manner, and released information before the market on May 8. Among them, Huazheng New Materials' stock price rose by nearly 10% within 2 trading days after the information was released, and the performance was outstanding.
Shipbuilding: China Shipbuilding Defense, the highest increase of 5.51% in 7 days
Affected by the three major factors of demand cycle, ship age substitution cycle and environmental protection convention, the shipbuilding industry will experience a big cycle every 20~30 years on average, and the World War II period, 1960~1973, and 1990~2010 are the past three rounds of shipbuilding cycles. According to Shenwan Hongyuan's research report, at present, it is at the starting point of a new round of shipbuilding cycle 2021~2038.
On May 6, China Merchants Shipping announced that four single-ship companies under China Merchants Gas Shipping and Qatar Energy held a signing ceremony for the 25+5-year "Long-term Transportation Agreement" for four QCMAX LNG carriers in Beijing. After the ceremony, the two sides signed the agreement and entered into force on May 2. On the same day, the "Ship Construction Agreement" with Hudong Shipyard on four QCMAX LNG carriers was signed and came into effect, with a total ship cost of about 10 billion yuan.
Seeing this news, Da Ge quickly organized the fireline quick review team to sort out the investment logic of the shipbuilding sector and related stocks, and released the information before the market the next day (May 7). Among them, China Shipbuilding Defense and China Shipbuilding mentioned in the information mentioned in the stock price rose by 5.51% and 5.3% respectively within 5 days after the release of the information, which can be regarded as living up to expectations.
There are thousands of financial events, and there are only a few things that are valuable. The sentiment of the A-share market continues to rebound, what other sectors will surprise us in May? Welcome to join the Fireline Quick Review and work with us to deeply explore hot concepts and theme opportunities in the market.
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The content of this article is for reference only and is not intended as an investment basis.
National Business Daily