Stock index hit a low of adjustment after the rebound last week, only 200 stocks rose – Securities S-tonya mitchell

Stock index hit a low of adjustment after the rebound last week, only 200 stocks rose – Sohu securities     although A shares rebounded sharply on Friday, but this week the performance is still poor, Shanghai refers to the whole week has fallen by more than 6%, the gem refers to the decline is more than 7%; among them, Tuesday and Zhou Sigu were sharply Friday is a sharp rebound. It is worth noting that Tuesday, Wednesday, the Shanghai stock index hit a new low, the lowest drop to 2638.30 points. Volume, this week the market continued shrinkage, the Shanghai stock market into related stock movements to less than 1 trillion yuan, a near 16 week low; and the last time the Shanghai week turnover of less than 1 trillion yuan is the week in October 9th last year, coincides with the National Day due to the week, only two trading days. Hot spots, in addition to part of Shanghai state owned stocks were active, the heavyweights to prop up the market is the biggest bright spot; in addition, on Friday, as the market rebound, subject shares active across the board, information security, lithium battery xng. Part of the state-owned stocks active on Friday before the sharp rebound in the first half of the week, A shares trend in the doldrums, the hot market scarce, but some Shanghai state owned stocks market activity. Among them, double the money stock trend strongest in the Tuesday afternoon by a sudden massive rush to raise funds, the stock pulled straight and sealed limit, although subsequently selling raging out, but its stock price continued to close on the day of the sealed daily limit, turnover more than 100 million yuan, a substantial increase. The next three days, double the money stock trend is more and more strong, on Wednesday opened sharply higher after the rapid trading, Thursday, Friday is the word limit. Message level, double the money stock on Monday evening released results notice, expected 2015 net profit attributable to shareholders of listed companies net profit over the same period last year audited attributable to shareholders of listed companies net profit growth of 80%~120%, compared with the company issued shares to buy assets and raise matching funds for reference merger attributable to shareholders of listed companies to reduce 30%~60%. And after data showed that speculation double the money stock is mainly the brightest hot money, including CIC securities Wuxi Qingyang Road Securities Business Department, the Milky Way securities Shaoxing securities business department. In addition to more than double the money stock, other Shanghai state owned stocks were active, such as the Shanghai Phoenix this week has risen nearly 30%, including Zhou Sijun, Wednesday trading, Friday has a time limit; north high this week also rose more than 20% of the total, Monday to Thursday rose Friday, the market callback. GF Securities believes that, as the most developed region of the local state-owned economy and the reform of local state-owned enterprises, the reform of state-owned enterprises in Shanghai has a solid foundation and is advancing rapidly. Since December 2013, Shanghai released the first guidance for the reform of state-owned Shanghai state owned SOE reform 20 "since, there have been more than 15 state-owned enterprises to promote the reform of state-owned enterprises, including the backdoor, major asset restructuring, the overall listing of heavy reform case. In 2016, as a new starting point of the reform of state-owned enterprises in Shanghai, there will be more cases of state-owned enterprise reform implemented, the capital market should be highly concerned about. Shanghai state-owned enterprises reform investment logic, recommended two main lines. First, it was classified as state-owned capital in Shanghai. 沪指创调整新低后出现反弹 上周仅200余只股票上涨-搜狐证券     尽管周五大幅反弹,但本周A股表现仍然较差,沪指全周累计跌幅超过6%,创业板指跌幅更是超过7%;其中,周二与周四股指均大幅下挫,周五则大幅反弹。值得注意的是,周二、周三,沪指均创下调整新低,最低跌至2638.30点。成交量方面,本周市场继续缩量,沪市成 相关公司股票走势 交低于1万亿元,创近16周以来的新低;而上一次沪市周成交金额低于1万亿元是在去年10月9日当周,由于恰逢国庆节,该周仅有两个交易日。   热点方面,除了部分上海国资概念股表现活跃,权重股的携手护盘是最大亮点;另外,周五时,由于市场反弹,题材股全线活跃,信息安全 、锂电池等板块涨幅居前。   部分国资概念股活跃   在周五大幅反弹之前,A股前半周走势低迷,市场热点匮乏,不过有部分上海国资概念股逆市活跃。其中,双钱股份走势最强,其在周二午后突然受到巨量资金抢筹,股价直线拉升并封住涨停,尽管随后抛盘汹涌而出,但其股价仍然继续封住涨停至收盘,当日其成交金额超过1亿元,环比大幅增加。随后的三个交易日,双钱股份走势越来越强,周三大幅高开后迅速涨停,周四、周五更是一字涨停。   消息面上,双钱股份周一晚间发布业绩预告 ,预计2015年归属于上市公司股东的净利润较上年同期经审计的归属于上市公司股东的净利润增长80%~120%,较公司发行股份购买资产并募集配套资金备考合并的归属于上市公司股东的净利润减少30%~60%。而盘后数据显示,炒作双钱股份的主要是各路游资,包括中投证券无锡清扬路证券营业部、银河证券绍兴证券营业部等。   除了双钱股份,其他多只上海国资概念股也表现活跃,例如上海凤凰本周累计上涨近30%,其中周三、周四均涨停,周五也一度涨停;市北高新本周也累计大涨逾两成,其周一至周四均大涨,周五逆市回调。   广发证券认为,作为地方国有经济最发达的地区与地方国企改革龙头,上海国企改革基础扎实,推进迅速。自2013年12月上海率先发布国企改革指导意见“上海国资国企改革20条”以来,已经有超过15家国有企业推进了国企改革,其中不乏借壳、重大资产重组、整体上市等重磅改革案例。2016年作为上海国企改革“新起点”,将有更多的国企改革案例落到实处,资本市场应该予以高度关注。上海国企改革投资逻辑上,重点推荐两条主线。首先是划归上海国有资本流动平台旗下的上市公司;其次推荐关注拥有多个上市平台的国资集团。相关公司包括,海立股份、申达股份 、华建集团、仪电电子 、上海机电 、氯碱化工 、交运股份等。   权重股携手护盘   前半周A股行情低迷,权重股的携手护盘成为最大的亮点。比如中国石油在周三、周四的尾盘均大幅拉升,两个交易日涨幅均超过2%,全周来看,也涨近2%。中国石化表现相对较弱,但周跌幅也仅有2%,大幅跑赢大盘。   除了“两桶油”,券商股后半周也出现护盘,周四早盘,券商股一度集体大涨,收盘时,东方证券等仍逆市上涨。周五,券商股则集体大涨,板块涨幅接近6%,东方证券、华泰证券均涨停。另外,周五时,中字头个股也普遍大涨,中国中铁涨停,中国远洋 、中国铁建等均大涨。   在A股行情低迷之时,中国石油频频成为主力护盘的重要工具。对于中国石油,海通证券称,暂不考虑评估增值可能带来的一次性收益,预计中国石油2015年~2016年EPS分别为0.27、0.34元,油价仍将是影响公司业绩的重要因素。维持“增持”投资评级,给予10.30元的目标价,对应2015年1.6倍PB。另外,在改革的大背景下,三大石化央企将通过平台化整合、专业化重组不断增强自身竞争力。建议关注中国石油及旗下公司的投资机会;中国石化及旗下泰山石油、上海石化 、四川美丰的投资机会;中国海洋石油旗下山东海化 、中海油服等公司的投资机会。   锂电池概念卷土重来   本周五,市场复苏,题材股集体大涨,其中锂电池概念涨幅居前,板块涨幅超过5%,南洋科技 、亿纬锂能 、江苏国泰 、国光电器 、西藏矿业 、当升科技 、赣锋锂业 、东方钽业等近10只个股涨停;中国宝安 、赢合科技等也涨幅居前。而除了锂电池概念股,与新能源汽车相关的充电桩概念、特斯拉概念等也均大涨,板块涨幅均超过5%。   国海证券认为,锂电池材料作为新能源汽车动力电池关键原材料,目前行业整体处于景气上行周期的起点。由于部分原材料技术壁垒高,扩产周期长,供需刚性缺口不断加大,锂电材料价格有望继续上涨,掌握锂电池材料核心技术的龙头企业市值增长空间广阔,看好行业发展前景,给予行业推荐评级。重点推荐具有核心技术优势的投资标的,锂盐方面,推荐天赐材料 、多氟多 ;三元材料方面,推荐当升科技;隔膜方面,推荐沧州明珠 、南洋科技。   仅200余只股票上涨   个股方面,A股2800多只个股中,本周仅230余只个股上涨,其中,双钱股份大涨近五成,长江润发涨逾三成,上海凤凰、完美环球 、*ST常林、市北高新、人人乐 、上海三毛等均涨逾两成,上述个股中,有相当部分是上海地区的个股。另外,三联商社 、金禾实业 、铜峰电子等逾30只个股涨幅超过一成。下跌个股方面,超过70只个股周跌幅超过两成,其中,沙钢股份跌幅超过四成,宜华木业 、明家科技 、金证股份跌幅均超过三成。   关于后市,招商证券王稹认为,从总体上看,市场仍然处于某个级别的5浪杀跌中,且幅度接近5浪的上限,且有延长迹象。很显然,票据案导致的资金流出叠加减持出逃导致的筹码供应,为3、5双延长浪的走势提供了坚实的基本面支撑。目前已经处于之前规划的底部区域中间偏下位置。正确的心态是希望多于沮丧,但是思考多于行动。申万宏源也认为,股价回归基本面仍是大趋势,考虑到目前市场的中位数市盈率仍在相对高位,未来仍有一定回归的空间。相关的主题文章: