Watch A Shares Staged "Speed And Passion" Concept Stocks Turn Over

Medium well Individual stock Winning the Shanghai Stock Index

According to the Statistics Department of the securities times, during the period of elimination of the stocks, 2414 of the A stocks that could be counted, 1695 of them had won the Shanghai Composite Index, accounting for 70.17%. However, most of the stocks rose little or 30%, or only 103, accounting for 4.27%.

From the industry perspective, the stock of electronic and information technology industry still leads, and the concept stocks, led by Internet finance concept, hand travel concept and Ali concept, are brilliant. In addition, the rare earth plate and its resources (600392, stock bar), Minmetals rare earth (000831, stock bar), agriculture and forestry sector Shengda forestry (002259, stock bar), Guen Nong stock (600251, stock bar) and so on, the medicine plate's Guang Yu Yuan (600771, stock bar) and so on also displays the color.

The concept of networked finance is coming back, and Shanghai Steel Union, a national IT enterprise (Information Technology) service enterprise integrating iron and steel information, electronic commerce and network technology services, has doubled its total share price, and the total monthly increase has reached 114.2%. Zhongjing Electronics (002579, stock bar), which is compliant with the concept of flexible circuit boards, increased by 89.75% in the month, second only to Shanghai Steel Union. Ranking third Hongbo shares (002229, stock bar) benefited from the concept of hand travel, since July 23rd, a total of 5 trading restrictions, yesterday's stock price rose to a new high, the monthly increase of 85.20%. In addition, the total number of certificates (002197, shares), Sheng and resources, Mei Du Holdings (600175, stock bar) and China Digital Media (000156, stock bar) rose by more than 65%.

On the whole, the stocks which were the biggest gainers in July were quite fierce. For example, the US stock holdings held a 5 consecutive trading limit after buying US oil and gas assets. The shares of Hongbo, Shenzhen Huaqiang (000062, stock bar), and guunong shares were flat, but suddenly rose in this month.

But in fact, most of these stocks are not productive. For example, Shanghai Steel Union expects net profit of -6 yuan in January 2013 to be 9 million 18 thousand and 200 yuan ~1262.55 million yuan, a decrease of 30%~50% over the same period last year. The net profit of the first half of the year is 30% to 60%, and the net profit of Sheng and resources is expected to be 26 million 360 thousand yuan, down 57% from the same period last year. In terms of valuation, these stocks have a high profit rate, for example, Shanghai Steel Union is 214 times, and Zhongjing electronics is 447 times higher than that of the Beijing Steel Group. The P / E ratios of certificates, electronics, Minmetals, China media, Sheng and resources are over 100 times.

12 stocks fell more than 20%

Statistics show that a total of 637 stocks recorded a decline, accounting for 26.39% of the total, of which 12 fell more than 20%, mainly in the petrochemical industry, machinery and equipment, electricity, gas and construction and other traditional industries.

　 Guanghui energy (600256, stock bar) with a 34% decline bear crown July. As a favorite of institutional investors, Guanghui energy was caught up in bad news such as poor performance and tight funds in July. Although the company plans to repurchase its shares with its own capital of 600 million yuan, it will convey the firm confidence of the company in the future to the market, but the stock continued to decline after resuming trading in July 29th, creating a new low of 8.15 yuan in the year.

Due to the sharp decline in the price of gold during the suspension and the poor market environment of A shares, Shandong gold (600547, stock bar) appeared two word limit after resumption of trading in July 1st, followed by a lateral trend of shock, with a monthly decline of 32.78%, the second only to Guangyuan energy.

In addition, the five continents traffic (600368, stock bar), ST light riding, river creation (601886, stock bar), Shandong Hailong (000677, stock bar), long square lighting (300301, stock bar) and so on are relatively large. This part of the stock price earnings ratio is uneven, such as Guotong Electronics (300101, stock bar) price earnings ratio as high as 2000 times, LIAN energy saving (300343, stock bar) also has a 82 times price earnings ratio, while Shandong Hailong's price earnings ratio is only 5 times, Shandong gold and five continents traffic are 13 times.

weight Blue chip Polarization

One of the most important reasons why the market failed to "turn over" was the failure to achieve the 28 style transformation.

PetroChina, which continues to have mysterious funds in its wake up, has achieved the best results this year, with a monthly increase of 6.18%. Sinopec also rose 4.48%. These two big dummy elephants are 10.26 times and 8.06 times more dynamic. Changjiang Power (600900, stock bar), which has long been weak, also gained 4.70% in July.

Financial stocks such as bank shares, insurance (trust insurance) and other stocks were weak in July. In addition to the slight rise of 3.37% in Construction Bank, most of them fell slightly, and China Merchants Bank and China Ping An fell more than 7%. In addition, Guizhou Moutai (600519, stock bar) failed to continue the rebound trend in the first two months, but fell to the top in the big cap Market, and fell 12.41% in the whole month.