Perspective Of A Week'S 20 Bull Bear Stocks: Loss Charging Pile Bull Stocks Are Targeted By The Shenzhen Stock Exchange!

In the past week, with the overall recovery of a shares, Beishang capital accumulated a net purchase of 11.119 billion yuan.

By the end of October 16, the Shanghai index was 3336.36 points, up 1.96%; the Shenzhen composite index was 1353.73 points, up 1.83%; the gem index was 2724.50 points, up 1.93%.

Stocks, more than 60% of the week's increase is positive. Which stocks led the rise? Which stocks led the decline? 21 INVESTMENT link continues to provide you with insight every week.

Loss charging pile bull stocks were targeted by the Shenzhen stock exchange!

Textile and clothing sector ushers in spring?

Excluding the secondary new shares listed in the last month, looking at the top 20 bull stocks, textile and clothing, new energy automobile plate has become a bull stock concentration camp.

A few days ago, the executive meeting of the State Council passed the "new energy vehicle industry development plan", and relevant sectors ushered in policy dividend. Under this background, Zhongneng electric (300062. SZ), which has multiple concepts such as "charging pile + photovoltaic + gem low price stocks", has won the first week's increase list, with a limit of 3 days in five days, with a cumulative increase of 78.59%.

In view of the abnormal performance of Zhongneng electric, the Shenzhen Stock Exchange issued a letter of concern on October 15, expressing high concern.

China energy electric immediately admitted in the latest stock price change announcement that the so-called photovoltaic, new energy vehicle charging pile and other business income accounted for only about 7%, and pointed out the risk. According to its disclosure, the net profit attributable to shareholders of Listed Companies in the first three quarters of this year was a loss of 3-6 million yuan, a decrease of more than 100% over the same period of last year. Before that, the company reported a loss of nearly 20 million yuan.

The above news caused a certain pressure on the market. After four days of double share price, China energy electric fell 9% on Friday (16th).

Jujie microfiber (300819. SZ) is a microcosm of the recent collective strength of the textile plate, the stock on October 15, 16 continuous 20% limit, a week of cumulative up 68.07%.

Recently, it is reported that a large number of Indian textile orders have been transferred to China (detailed stamp 21: the transfer of Indian textile orders to China: the turnover of some factories has skyrocketed by 5 times), and has been confirmed by Lianfa shares (002394. SZ), Xinye textile (002087. SZ), etc., and the whole textile listed company has been sought after by the market. According to Dongcai choice data, from October 9 to 16, 34 of the 37 companies in the A-share textile industry rose, including 13 companies whose share prices rose more than 10%.

Tianfeng Securities believes that the current textile and clothing sector valuation is low, the fourth quarter plate is expected to recover in an all-round way, still recommend the current high-quality plate target.

Southwest Securities pointed out that the outbreak of concentrated textile orders has directly driven the demand for raw materials such as chemical fibers and dyes in the upstream, and the prices of viscose staple fiber, polyester filament, polyester staple fiber, spandex and other products have increased significantly recently. As the downstream demand is relatively full and the price of upstream chemical fiber products is at the historical bottom position, the corresponding chemical fiber price will continue to rise for a period of time. It is suggested to pay attention to the leaders of viscose staple fiber industry, polyester industry and spandex industry.

Third quarter report disclosure period approaching, performance is concerned

In the third quarter report disclosure season, performance has become the focus of market attention.

Among the companies that disclosed the performance forecast of bear shares in this period, Annie shares, St Changyu, Zhongxin travel, etc. are expected to make a loss in the third quarter. Among them, the net profit of Zhongxin travel in the first three quarters is about 280-330 million yuan. It is worth noting that Zhongxin tourism announced Alibaba's 380 million shares and set up a joint venture company. However, Zhongxin tourism began to decline after the festival.

Annie shares not only made a loss in performance, but also was investigated by the CSRC due to the violation of the letter approval. The stock price also entered a downward channel, with a cumulative decline of nearly 40% in the 20 trading days ending October 14.

In addition, shareholders should pay attention to the reduction. Shares of more than 13% of the shares of dragon boat and SINOCHEM should be on guard.

(statement: the contents of this article are for reference only and do not constitute investment suggestions. Investors operate on this basis at their own risk.)