The list of companies with pre loss of interim report performance was exposed.
White horse stock bottom pumping
Today’s early morning index differentiation, plate switching, such as Baijiu, real estate, banks and pork and other early fall plate collective rebound, driven by the 50 index rose 1.5%, white horse index rose more than 2%, chip, lithium battery plate collectively, Ningde era fell 6%. As of midday closing, the Shanghai index rose 0.94% and the gem index fell 1.64%.
The total net inflow of funds from the north is nearly 4 billion yuan. The main capital flows into Dongfang securities, Sany Heavy Industry, Weishitong and Wuliangye, and the top net outflow is jiangte electric machinery, North rare earth, Longji shares, Dover and Shenghe resources.
In early trading today, banks, real estate and other sectors rebounded at the bottom for a long time. For example, Jindi group rose the limit, Poly Real estate rose by more than 9%, and Xincheng holdings, Vanke A, Jinke shares and OCT a rose by more than 5%.
Bank of Ningbo rose more than 7%, Bank of Hangzhou and Ping An Bank both rose 6%, and individual stocks such as industrial bank, China Merchants Bank, Bank of Nanjing and Bank of Jiangsu all rose.
The white horse stock index rebounded, with an increase of more than 2%, which is one of the few increases in the past six months. Xinbao shares, Xiaoxiong electric appliance and Zhejiang made great efforts to raise the limit after the company’s share price fell endlessly during the year.
It is worth noting that the recent data show that the northbound capital, known as “smart capital”, is in favor of white horse stocks.
According to the statistics of data treasure, Dongfang Yuhong, Qiaqia food, Shuanghui development, gibbet, Yili shares and Panax notoginseng mutual entertainment all received increased positions of funds going north to varying degrees. For example, the proportion of northbound funds in the circulating a shares of Dongfang Yuhong increased by 3.24% compared with 2 weeks ago.
In fact, the share price of Baima shares has performed poorly this year, such as Xinbao shares, Xiaoxiong electric appliance, Zhejiang Dingli, muyuan shares and perfect world. The median share price callback during the year was 28%.
CICC pointed out that for some high-quality “old white horses”, the early adjustment was plagued by factors such as high performance base, upstream price rise, high structural valuation and weakening fundamentals of some industries, but the valuation pressure has been significantly relieved since the beginning of the year; In combination with the medium-term trend of China’s industrial upgrading and consumption upgrading, there has been no fundamental change. Some companies with core competitiveness may be close to the value area. Medium and long-term investors can choose stock layout from bottom to top, and the valuation has been adjusted to high-quality “old white horse” companies matching the medium-term fundamentals.
For the high-profile sectors such as electric vehicle industry chain, photovoltaic, scientific and technological hardware and software and electronic semiconductors, CICC pointed out that the valuation tends to be higher and the short-term fluctuation increases, but it may still be positive in the medium term.