In the first half of the year, the capital of Beishang gradually netted inflows of nearly 100 billion baijiu and other 3 sectors, up 45%.
In the first half of the year, the funds from Beijing and Shanghai gradually net 夜来香体验网 inflows of nearly 100 billion yuan in liquor and other three sectors. The increase by more than 45% was this Friday (June 28).The stock index showed a trend of shock and rebound, and individual stocks were active. During the period of northward capital, there was a gradual net inflow of 963.
7 trillion, pushing the Shanghai index to grow by nearly 20%.
In this context, the liquor, pork concept, and insurance sectors have sprung up in the first half of the year. During the period, the average value of the expansion has reached 45% or more, becoming the strongest sector in the A-share market.
Among the constituent stocks of the above three major sections, including Wuliangye, Shunxin Agriculture, Guizhou Moutai and other 21 strong stocks have hit record highs in the first half of this year.
First of all, the liquor sector 杭州夜网 broke out collectively in the first half of this year, with an overall cumulative increase of 77.
86%, ranking first in all concept sectors.
Specifically, a total of 19 constituent stocks in the sector achieved growth during the year, accounting for more than 90%, of which Wuliangye and Gujing Gongjiu had an average growth rate of more than 100% during the period, which were 135.
61%, Luzhou Laojiao (98.
79%), Shanxi Fen liquor (97.
00%), this world fate (94.
90%), Shunxin Agriculture (90%).
70%), Kouzi Warehouse (88.
41%), Guizhou Moutai (69.
25%), gold seed wine (62.
80%), Shuijingfang (60.
47%) and alcoholics (59.
01%) During the period of individual stocks, the average value gradually increased by more than 50%, showing the same strength.
It is worth mentioning that liquor stocks such as Guizhou Moutai, Wuliangye, Shunxin Agriculture, Luzhou Laojiao, Gujing Liquor, Kouzi Storage Room, Jinshiyuan, Shanxi Fen Liquor, and other liquor stocks all hit record highs in the first half of each year.
The long-term economic outlook has not changed, the liquor industry is also in a structural boom, and the long cycle of a new round of growth has changed.
Guolian Securities said that under the structural possibility of the liquor industry, liquor companies promote their own growth by strengthening reforms in products, marketing, and channels.
The growth space of sub-high-end liquors breaks through the increase in the proportion of core product sales and price increases, that is, the increase in product mix; regional liquors are in a differentiated situation in this round of the liquor industry’s growth cycle. Among them, high-quality local liquor companies have relativelyThe weak consumer base and market share in the local market benefit from the increase in prices and market share brought about by the consumption upgrade.
First, the pork concept plate gradually increased to 56 during the period.
14%, ranking second in the gain list of all concept sectors.
Specifically, Zhengbang Technology (214.
47%), New Wufeng (226.
33%), Aonong Bio (128.
10%), Yisheng shares (132.
30%), new hope (138.
98%), Makihara shares (104.
49%) and Tang gods (103.
70%) and other 7 concept stocks achieved an average doubling in the first half of the year. Shunxin Agriculture (90.
70%), Tianbang shares (91.
76%), Tiankang Bio (95.
27%), Jin Xinnong (85.
35%), Guanghong Holdings (33.90%), Dabeinong (69.
15%) and Hefeng Animal Husbandry (54.
91%) and other stocks gradually increased over the period of 50%.
Among them, 10 concept stocks including Zhengbang Technology, New Wufeng, Aonong Bio, New Hope, Muyuan, Tangrenshen, Shunxin Agriculture, Tianbang, Haida Group, and Lihua have successively created in the first half of this year.A new high in history, interpreting the status of “the strong and the strong”.
Regarding the future investment logic of the pork concept sector, Zhongyuan Securities believes that from the perspective of the performance of pork concept stocks in the A-share market over the years, each round of pig industry concept stocks reached the highest point about half a year ahead of the pig price, and then began to trend downward.
That is to say, there is still a growth opportunity for the concept stock of the pig industry in this round. It is estimated that it will rise to the highest point in the fourth quarter of 2019. The period may be a good buying opportunity.
Finally, the insurance sector gradually expanded to 46 during the period.
34%, ranking third in the growth of all concept sectors.
Among them, PICC (76.
39%), Ping An of China (60.
22%), China Life (39.
73%), Xinhua Insurance (30.
28%) and CPIC (28.
42%) During the period, the average value of the individual stocks gradually increased by more than 20%, and the average value of the two individual stocks during the period of the PICC and Ping An reached a record high.
Regarding the market performance of the insurance sector, Wanlian Securities said that in the short term, the benefits of tax cuts have been fully released, and the downward interest rate expectations have been strengthened, and the estimates have been suppressed, but in the long term, as long as there is no exceeding expected downlink in the future, insurance stocks are at premiumThe value-added recovery is recovering. There is no growth shock in the equity market and the value is growing rapidly. It is estimated that there is room for improvement. It is recommended to pay attention to Xinhua Insurance.
Looking forward to the future trend of A-shares, Shanxi Securities stated that it will be adjusted by macroeconomics, and A-shares have a higher advantage in major international assets.
After the economic fundamentals are supported and the risk appetite is repaired, the market is expected to stabilize in the late third quarter and greet the real starting point of the slow bull market.