Mr. Ding
+86-15105290777
Mr. Ding
+86-15105290777
release time：2020-07-31
Last week, life insurance, rare metals, liquor, railway transportation, coal and consumer fuels, ports, aluminum industry, airport services, semiconductor products, highways and tunnels ranked in the top ten. Among them, the investment banking and brokerage industries withdrew from the top ten last week. The semiconductor product industry is newly ranked in the top ten, ranking ninth. The ranking of the liquor industry has continued to rise in the past week and is currently ranked third. Recently, the distributors of some enterprises in the liquor industry have once again raised prices for the products they represent, including distributors under Wuliangye, Laojiao, and Fenjiu. Dongxing said that the main reason for the price increase was the increase in the price of packaging materials. We judge that the price increase will not have much impact on the sales of listed companies. Individual stocks: Continue to recommend leading companies in the food and beverage industry. Recommended targets: Wuliangye, Luzhou Laojiao. The air cargo and express delivery industry rose 28 places last week, ranking 26.4. Since the beginning of the RMB appreciation model, the yuan has risen by 6.45% so far this year. Affected by the appreciation of the renminbi, the US dollar liabilities caused by the rigid demand for airline procurement and maintenance have brought exchange gains. Founder Securities said that with the strong rise of the renminbi, the Mid-Autumn Festival and the "11" Golden Week approaching, considering that there will be an eight-day holiday in this year's Golden Week, outbound travel will usher in double benefits, and the aviation sector is expected to continue to rise. In terms of individual stocks, we will focus on companies with advantages in international routes. Recommended targets: Air China, China Southern Airlines. The computer storage and peripheral equipment industry has continued to rise in the past three months and is currently ranked 22nd. China International Capital Corporation issued an announcement on the Hong Kong Stock Exchange on the evening of the 20th, stating that Tencent has subscribed for shares of CICC as a strategic investor. Minsheng Securities stated that this investment is the first time Tencent has invested in a large domestic securities firm, forming a strong cooperation. The transaction amount is approximately HKD 2.864 billion, or approximately RMB 2.4 billion. We believe that the direct goal of the cooperation between the two parties is the transformation of wealth management, and Tencent's entry will enhance the level of industry technology solutions. In terms of individual stocks: We recommend the financial technology sector targets that focus on the provision of products and services by brokerage IT. Recommended subject: Hang Seng Electronics, Gold Securities. The furniture and decoration industry ranked 43 last week, down 17 from the previous week. In the past 15 years, the CAGR of per capita disposable income of urban residents in my country has reached 10.78%, and the CAGR of per capita consumption expenditure has reached 9.73%. The simultaneous improvement of consumption and expenditure levels drives consumption upgrades represented by personalization, customization, intelligence, green health, etc.; Guangzheng Hang Seng Securities stated: Driven by consumption upgrades and optimized space utilization, China's customized furniture industry is expected to continue Faster growth. With the increase in the penetration rate of China's custom furniture industry (today both wardrobes and wooden doors are less than 30%, cabinets are less than 60%, and other cabinets are less than 15%), the next three years are expected to achieve nearly one trillion yuan at a growth rate of over 15%. Revenue. In terms of individual stocks, we recommend leading companies in leading industries in channel, category and brand development. Recommended subject: Oupai Home Furnishing, Sophia. The one-month ranking continues to rise. Industries include: rare metals, coal and consumer fuels, non-ferrous metals, non-metallic materials, automobile retail, computer hardware, other specialty stores, real estate operation and development, hotel and travel services, health care products, automobile manufacturing, etc. .
