2023-07-21 07:28:59
On July 21, the three major A-share indexes rose and fell mixed. As of the close, the Shanghai Index fell 0.06%, the Shenzhen Component Index fell 0.06%, and the ChiNext Index rose 0.35%.
Wind data shows that overall, individual stocks rose less and fell more, with 2,800 individual stocks in the two cities falling.
On the disk, the real estate sector strengthened, and many stocks such as Rongsheng Development and Dalong Real Estate rose by the limit, while Huayuan Real Estate and China Fortune Land Development were among the top gainers.
Grain concept stocks were active. Black Sesame and Wanfang Development rose by the daily limit, Shennong Technology and Nongfa Seed Industry rose by more than 5%.
Liquor concept stocks rose, Dahu shares rose by more than 7%, and Golden Seed Liquor and Laobaigan Liquor followed suit.
The reducer sector pulled back, many stocks such as KONE Technology and Zhongdaide fell by the limit, and Demax, Haozhi Electromechanical, Youde Precision, etc. fell by more than 10%.
Sectors such as industrial master machines, virtual power plants, and data security were among the top losers.
【Capital flows】
Wind data shows that the net purchase of northbound funds throughout the day was 5.825 billion yuan, of which the net purchase of Shanghai Stock Connect was 3.993 billion yuan, and the net purchase of Shenzhen Stock Connect was 1.832 billion yuan.
The main funds continued to flow into food and beverage, real estate, pharmaceutical and biological sectors in late trading, and outflowed into sectors such as power equipment, mechanical equipment, and non-ferrous metals.
【Institutional viewpoint】
Open Source Securities:The current consumption recovery slope is relatively flat, residents’ consumption capacity is still continuing to recover, and the data on grain, oil, food, tobacco and alcohol in social zero data show steady growth. It is expected that sales may be strong during the Mid-Autumn Festival and National Day, and the fundamentals of liquor will continue to improve. Most liquor companies are relatively resilient, and their report performance is relatively certain. The current valuation is already at a low level. There is no need to be overly pessimistic. High-end liquor and leading real estate liquor companies can be deployed throughout the year.
CITIC Securities:With the return of the wind power industry, the wind power industry is expected to usher in rapid development in the second half of 2023 under the background of large-scale wind turbines, the clear trend of COSCO and the pull of export demand. Key recommendations: 1) Parts manufacturers benefiting from the growth in export demand; 2) Submarine cables, pile foundations, bearings, and main shafts with excellent structure and obvious ability to resist value “deflation”; 3) It is recommended to pay attention to continuous optimization of the “double sea” structure, and high-quality complete machine factories that have first-mover advantages in offshore wind power and wind turbine business.
CICC:At present, the stock price of aviation stocks is still at the bottom position as a whole. The negative factors have basically been released. The summer sports drive the prosperity upward. The profit of airlines in the third quarter of 2023 is expected to far exceed the level of the same period in 2019. Aviation stocks are expected to usher in a double restoration of profit and valuation. It is recommended to actively seize the bottom layout opportunity.
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