![<?echo $_SERVER['SERVER_NAME'];?>](/template/twentyseventeen/skin/images/header.jpg)
As A-shares entered the second half of this year, the performance of the China Daily became the focus of the market. According to the statistics of the Securities Research Center of the Securities Daily, at present, there are 1,044 listed companies that announced the 2016 interim results forecast, of which 696 companies had a positive performance, accounting for 66.67%. In terms of industry distribution, the top five companies in the pre-history are: architectural decoration (36.90%), agriculture, forestry, animal husbandry and fishery (36.
Three main lines layout in the second half of the year
According to the statistics of the "Securities Daily" Market Research Center, as of yesterday, Shanghai and Shenzhen stock markets have disclosed that the listed companies in the construction industry have a positive performance, accounting for 36.9% of the constituent stocks in the industry. It ranks first in the industry of 28 Shenwan.
From the perspective of the largest increase in net profit forecast, 12 companies expect net profit growth to reach or exceed 50%. The 12 companies are Shenzhou Great Wall (36248.54%), beautiful ecology (1863.19%), and Yabait ( 495.31%), Yuntou Ecology (138.49%), Fuhuang Steel Structure (119.31%), Honggao Creative (89.18%), Oriental Garden (80.00%), Oriental Tower (70.00%), Chengdu Luqiao (60.00%), Rui And shares (60.00%), Yanhua Intelligent (50.00%), Lingnan Garden (50.00%).
It is worth mentioning that among the above-mentioned mid-reported companies, 22 companies achieved net profit growth in the first quarter. Among them, Yabait and Fuhuang Steel's net profit in the first quarter doubled. The maximum increase in performance has also doubled.
The main business of Yabait is divided into two parts: metal roofing and distributed roofing photovoltaic. Through many years of professional accumulation in the metal roofing system industry, the company has rich experience in the industry and has strong capacity in contracting large-scale projects. It has become a well-known integrated service provider of metal house (wall) surface protection system in China. The company is the first in the industry to enter the field of solar distributed photovoltaic roofing, and is the leader in the application of photovoltaic new energy technology in metal roofing systems. The promulgation of the "13th Five-Year Plan" has effectively guaranteed the continued growth of infrastructure, such as domestic airports, railways, various venues, cultural facilities, and civic activity centers, as well as the construction of people's livelihood projects. The project space and scale are huge, and the company's main business industry There is huge room for growth in development. According to the company's 2016 quarterly report, it is estimated that the net profit for the period from January to June 2016 will be 70 million yuan to 76 million yuan, a year-on-year increase of 448.31% to 495.31% (the net profit for the same period of the previous year was 127.665 million yuan); the main reason is 2016. Shandong Yabate Technology Co., Ltd. and Shanghai Mengfusi New Energy Technology Co., Ltd., a subsidiary of the company, are in a period of rapid development and continue to expand their business.
Fuhuang Steel Structure specializes in the design, manufacture and installation of steel structure products. Starting from light steel structure, starting from ordinary industrial plants, in order to meet the needs of China's economic construction for steel structure development, through continuous technological innovation and industrial upgrading, It has formed a characteristic operation pattern with heavy steel structure as the leading factor, heavy-duty construction steel structure and heavy-duty special steel structure serialization development, mutual promotion and complementation. It is capable of constructing various types of construction steel structure, bridge steel structure and power plant in China's steel structure industry. The backbone enterprise of steel structure design, manufacture and installation is the production, research and innovation base with strong brand advantages in China's steel structure industry. According to the company's 2016 first quarter report, it is estimated that the net profit for the period from January to June 2016 will be 28 million yuan to 35 million yuan (the net profit for the same period of the previous year was 15.9588 million yuan), an increase of 75.45% to 119.31%. Reasons for changes in performance: The company changed its business ideas and strengthened market development. While ensuring the steady growth of traditional steel structure and door and window business, the major PPP project progressed smoothly and contributed more income and profits during the reporting period, while the same period in 2015 The company has no PPP projects under construction.
In terms of market performance, among the above-mentioned interim results, 15 stocks rose in the second quarter. Among them, the number of new stocks listed on May 17 this year was the highest. In addition, Qixin shares (31.11%) ), Jianye Group (29.01%), Ruihe (19.26%), Oriental Garden (12.67%), Oriental Tower (12.37%), Pubang Garden (10.66%) and other stocks during the period, the cumulative increase of more than 10%.
From the overall situation of the industry, Changjiang Securities said that in 2016, halfway through, the construction industry as a whole has experienced a period of six months of continuous recovery, the overall performance of the industry companies has improved, but the performance of the division of companies in various sub-sectors has intensified. The growth rate and the infrastructure and municipal gardens favored by the PPP project continued to pick up. The decorative sector affected by destocking and real estate cooling was under pressure, and the company's performance remained sluggish. Due to policy patronage, the industry's performance growth in the second half of the year is flawless. Since 2016, the construction of sponge city, PPP into the development of the new year, the construction of rail transit, and the reform of state-owned enterprises have accelerated the relevant policies, providing a strong external driving force for the development of the construction industry. In the first half of the year, due to the weather, the construction was not up to expectations, resulting in a good performance in the second half of the year. It is recommended to pay attention to the three Nuggets routes of PPP, business transformation and state-owned enterprise reform, pay attention to Lingnan gardens (to create media industry chain), Tiehan ecology (comprehensive operators of ecological environment, huge PPP orders), Gezhouba (low valuation, environmental protection, high growth) ), tunnel shares, Northern International (state-owned enterprise reform).
Sub-sector boom is expected to continue to rise
According to statistics from the Securities Research Center of the Securities Daily, as of yesterday, among the listed companies that have disclosed the notices in the Shanghai and Shenzhen stock markets, 31 listed companies in the agriculture, forestry, animal husbandry and fishery industry have achieved positive results, accounting for 36.47% of the constituents in the industry. It ranks second in the 28 Shenwan first-class industry.
From the perspective of the largest increase in net profit forecast, 15 companies expect doubled net profit growth, including Zhengbang Technology (9431.95%), Young Eagle Farming (8660.55%), Muyuan (2035.27%), Tianbang 8 companies such as (1137.74%), Xiantan (714.53%), Xinwufeng (614.40%), *ST Chuangcare (513.92%), *STç(500.00%), etc., expect the maximum increase in net profit to reach or exceed 500%.
It is worth mentioning that among the above-mentioned mid-reported companies, 28 companies achieved net profit growth in the first quarter. Among them, Zhengbang Technology, Young Eagle Farming, Muyuan, Tianbang, Xiantan, New The 12 companies such as Wufeng, *ST Chuang, Yisheng, Minhe, Shengnong Development, Jinxin Nong, and Baiyang have doubled their performance in the first quarter, and the maximum growth rate in the interim report is also expected to double.
In terms of market performance, among the above-mentioned interim results, 15 stocks rose in the second quarter. Among them, the new stocks listed on May 4 this year were the first to increase their share, and in addition, Xin Wufeng (41.77%) ), Jinhe Bio (37.57%), Zhengbang Technology (22.06%), Dakang Agriculture (13.82%), Tianbao (13.65%), Tangren (13.24%), Xiantan (10.42%) and other stocks accumulated The increase is over 10%.
For the fundamentals of the agriculture, forestry, animal husbandry and fishery industry in the first half of the year, industry insiders pointed out that, first of all, in terms of price, the prices of major agricultural products such as livestock, poultry, soybean meal and so on generally rose. The increase in the price of live pigs has benefited from two aspects: First, the stock of live pigs has continued to decrease below the equilibrium level, resulting in tight supply. Second, the phenomenon of bulls and pigs in the first half of the year was more common, which aggravated the situation of tight supply. The main reasons for the surge in the price of chicken products are as follows: First, the parental breeder chickens are gradually reduced to below the equilibrium level, resulting in tight supply. Second, the outbreak of the European and American epidemic, the introduction of re-entry and delay has helped push the market's bullish expectations.
Secondly, in terms of prosperity, the prosperity of the sub-sectors of agriculture, forestry, animal husbandry and fishery continued to differentiate, and the prosperity of the livestock and poultry industry chain was obvious, while other industries were still recovering. The main reasons for the rise in the livestock and poultry industry chain are: First, the price of livestock and poultry has risen sharply, and second, the impact of falling corn prices has caused the cost to sink.
In the second half of the industry investment strategy, Pacific Securities said that it is optimistic about the agriculture, forestry, animal husbandry and fishery industry, with a focus on the aquaculture industry chain. At present, the valuation of the sector is not high. Under the background that the agricultural product price increase momentum is not reduced and the sub-sector prosperity is expected to continue to rise, the trend of the agriculture, forestry, animal husbandry and fishery sector will continue to be optimistic in the second half of the year. In terms of strategy, the price of major agricultural products is rising, and it is recommended to continue along the main line of prices, focusing on the broiler industry chain at the stage of rising prices. In addition, you can also focus on investment opportunities in the feed and vaccine industries that benefit from the increase in aquaculture and in the rising phase of the industry. In terms of individual stocks, the recommended stocks are mainly beneficial to Shengsheng, Minhe, Jinxinnong, Hefeng Animal Husbandry, Pleco, and Rip Bio.
At the same time, Cinda Securities also maintains a “optimistic†rating for the agriculture, forestry, animal husbandry and fishery industry, and recommends focusing on the poultry farming industry, feed industry, plantation and sugar industry. Relevant companies recommend Shengnong Development ("overweight"), Beidahuang ("overweight"), Jinxinnong ("buy") and Wanxiang De Nong ("overweight").
The global electronics manufacturing economy is gradually heating up
According to the statistics of the Securities Research Center of the Securities Daily, among the 160 electronic companies, as of yesterday, 73 companies have disclosed the semi-annual report performance forecast. Among them, 58 companies have achieved positive results, accounting for the proportion of the total number of constituents in the industry. 36.25%, ranking third in the 28 Shenwan-level industry.
Specifically, among the 58 companies with the above-mentioned performance pre-joy, 22 companies have increased their performance, 11 companies have continued to make profits, 8 companies have turned losses, and 17 companies have increased slightly. In terms of performance growth, there are 20 companies with the largest increase in performance by more than 100%. Among them, Meida Digital, Zhongjing Electronics, Alto Electronics, Suzhou Gushu, Bus Online, Rongsheng Super, Dongshan Precision, Wanrun Technology, Helitai The maximum growth rate of the semi-annual report of the nine companies in 2016 was more than doubled.
Meida's digital performance is relatively eye-catching. The company announced on June 24, 2016 that the company revised its 2016 semi-annual performance forecast. The revised net profit for January-June 2016 is expected to increase by 7318.14% to 7736.62%, and the net profit is 130.5 million yuan to 131.3 million yuan (the net profit for the same period last year was 1,759,200 yuan). The significant increase in results was mainly due to the fact that the company sold 100% equity of Shenzhen Yuantong Incubation Co., Ltd. to meet the revenue recognition standard, resulting in a substantial increase in net profit attributable to shareholders of listed companies.
Zhongjing Electronics' performance is also excellent. According to the disclosure of the first quarter of 2016, the company expects net profit for January-June 2016 to be 89.25 million to 94.45 million yuan (previous year net profit of 10.377 million yuan), an increase of 760% year-on-year. -810%. Reasons for changes in performance: The transfer and disposal of long-term investments were completed within the first quarter, and the investment income was greatly increased; the income from the main business was expected to increase significantly year-on-year.
In terms of market performance, among the 58 performance pre-historic stocks, there were 44 stocks that rose this week, including Jiuyang (42.97%), Lianchuang Electronics (23.62%), and Derun Electronics (19.90%). 8 pre-hire shares such as Maijie Technology (15.50%), Jinan Guoji (12.61%), Danbang Technology (11.49%), GQY Video (10.49%) and Gaode Infrared (10.08%) all increased this week. 10% or more.
In terms of capital flow, among the 58 pre-history stocks, 13 stocks this week showed a net inflow of large single funds, with an accumulated investment of 2.246 billion yuan. They are Jiuzhiyang (122,249,400 yuan), Derun Electronics (42,876,800 yuan), Lianchuang Electronics (27,384,600 yuan), Xingsen Technology (913.661 million yuan), Dazu Laser (618.36 million yuan), Rongsheng Supermicro ( 4791.17 million yuan), Jinan Guoji (427.78 million yuan), Ou Feiguang (305.224 million yuan), Sunlord Electronics (256.273 million yuan), Tongfang Guoxin (999.30 million yuan), Hejing Technology (554.58 million yuan), Dehao Runda (4.0451 million yuan) and bus online (114.14 million yuan).
For the investment opportunities of the sector, Pacific Securities said that although the pace of economic recovery in various regions of the world has a certain degree of differentiation, the overall prosperity of the global electronics manufacturing industry is slowly heating up, negative factors are fading, and positive factors are accumulating. If the previous inventory (especially the inventory of basic electronic components) is effectively digested, the global electronics manufacturing industry is expected to usher in a comprehensive and sustained economic recovery. In the second half of the year, we recommend focusing on the following three major investment opportunities: 1. Consumption field: The next three years will be the period of more intelligent transformation of traditional equipment. We are optimistic about Derun Electronics and Joyson Electronics, which have first-mover advantages in the field of automotive electronics; Electronic payment field: Optimistic about the rapid growth of the electronic financial payment market, continue to be optimistic about Tianyu Information and Hengbao shares with channel and technology advantages; Semiconductor field: China's semiconductor industry is in a turning point. The import substitution of domestic foundry and packaging and testing is accelerating. It is optimistic about Jingfang Technology, which is engaged in semiconductor packaging testing, and Shanghai Xinyang, which supplies semiconductor manufacturing consumables.
Two main lines of the Nuggets investment opportunities in the second half
According to statistics from the Securities Research Center of the Securities Daily, among the 96 light-duty manufacturing companies, as of yesterday, 52 companies have disclosed the semi-annual report performance forecast, among which 34 companies have achieved positive results, accounting for the total number of constituents in the industry. The ratio is 35.42%, ranking fourth in the 28 Shenwan-level industry.
Specifically, among the 34 companies that have achieved the above-mentioned performance, 10 companies have increased their performance, 7 companies have continued to make profits, 2 companies have turned losses, and 15 companies have increased slightly. In terms of performance growth, the performance of the eight companies increased by more than 100%, namely Jingxing Paper (2764.55%), Converse Culture (350%), Qixin Group (275.37%), and Tongxing Star (195.44%). ), Dilong new material (180%), Zhejiang Zhongcheng (120%), Shengxing shares (120%) and Zhongshun Jierou (110%).
Jingxing Paper's performance is relatively eye-catching. According to the 2016 quarterly report, it is estimated that the company's January-June 2016 net profit will be 170 million yuan to 180 million yuan (previous year's net profit was 6.283 million yuan), an increase of 2564.50. % to 2764.55%. The significant increase in performance was mainly due to the company's reduction of 5 million shares of Shapu Aisi in February, and the investment income increased significantly; the company's paper-based paper business showed signs of weak recovery, and it enjoyed the comprehensive value-added product value-added tax according to relevant national policies. The tax-free concessions are expected to improve in the second quarter, resulting in an increase in performance over the same period last year.
The performance of Converse Culture is also outstanding. According to the disclosure of the first quarter report of 2016, the company expects net profit for January-June 2016 to be 97.6114 million yuan -10,981,290 yuan (net profit of the same period last year was 24,402,900 yuan), a year-on-year increase. 300%-350%, reasons for changes in performance: During the reporting period, the company's overall business development, collaborative development of film and television production and game products, the company's overall profit increased significantly.
In terms of market performance, among the 34 performance pre-history stocks, 29 stocks have risen this week, including Dilong New Materials (17.34%), Mei Yingsen (15.69%) and Yao Ji Poker (15.44%). And 4 pre-historic stocks such as Shengda Forestry (13.08%) have accumulated more than 10% this week.
In terms of capital flow, among the 34 pre-history stocks, 11 stocks this week showed a net inflow of large single funds, with an accumulated investment of 499 million yuan. They are Mei Yingsen (112.179 million yuan), Yao Ji Poker (100.821 million yuan), Shengda Forestry (716.44 million yuan), Jinjia shares (494.626 million yuan), Zhongshun Jierou (44.438 million yuan), sun paper. Industry (38.06 million yuan), Origen (366.557 million yuan), Sophia (203.114 million yuan), Donggang shares (11.10 million yuan), Yongxin shares (10.186 million yuan) and Li Peng shares (339.67 million yuan).
In terms of investment strategy, CITIC Securities said that for the second half of the year, the main focus is on two main lines: First, the fundamentals continue to improve the industry with rising prosperity, especially the furniture industry with high prosperity and continuity, optimistic about the growth of the custom furniture industry. Sofia is a leader in the custom furniture industry. In the next three years, the company will gradually form a "closet linkage" business structure. The digital ecosystem (Internet +) platform enables the company to firmly occupy the first entrance to consumers. The second is the industry that has favorable policies and continuous promotion, especially the lottery industry. With the event-driven and policy-promoting release of the lottery industry, the development of the lottery industry in the second half of the year is recommended. Focus on the acquisition of the company’s acquisition of the lottery equipment. In the terminal field, a wholly-owned subsidiary was established to realize the incubation of the lottery industry and the integration of the upstream and downstream industry chains of the lottery industry.
Export-oriented companies are expected to exceed expectations
According to the statistics of the Securities Research Center of the Securities Daily, as of yesterday, among the textile and apparel stocks that have disclosed the interim results forecast, 26 stocks have been pre-agreed, accounting for 33.33% of the constituent stocks in the industry, with 28 applications. Ranked fifth in the industry.
Specifically, among the 26 pre-history stocks, there are 6 pre-increased, 8 surpluses, 1 deficit, and 11 slightly. From the expectation of the largest year-on-year increase in net profit in the medium term, the performance of Sinor, Caesar, Cross-border, Soute and Meisheng are expected to double, 300.00%, 200.00%, 150.00%, 110.00%, 100.00%; In addition, Xinye Textile, Huafu Color Spinning, Yuxing Co., Ltd., Jiada Silk, Jiaxin Silk, George White, Senma Apparel, Bangjie Shares, Weixing Shares and Vosges Shares also performed relatively well, and the net profit growth is expected to be in the same period. 30% and above, respectively: 60.00%, 50.00%, 40.00%, 35.00%, 30.00%, 30.00%, 30.00%, 30.00%, 30.00% and 30.00%.
From the mid-year report, it is expected that the maximum amount of net profit will be realized. Senma Clothing (549 million yuan), Huafu Color Spinning (340 million yuan), Soute (229 million yuan), Vosges (205 million yuan), and Luolai Life (202 million yuan), Fu Anna (201 million yuan), cross-border communication (190 million yuan), Yuda Technology (176 million yuan), Zhonghe shares (150 million yuan), Weixing shares (148 million yuan), Lianfa Companies such as shares (141 million yuan) and Huijie shares (140 million yuan) can be described as profitable, with a maximum net profit of more than 100 million yuan.
In this regard, analysts said that there have been many reasons for the substantial improvement in performance, including mergers and acquisitions and consolidated performance, sales of assets, improvement of operations, receipt of government subsidies. Only the management improvement caused by the management efficiency, market share increase or cost reduction is more sustainable, and the performance is more intrinsic. Investors should treat them differently.
According to the "Securities Daily" reporter observation, in the above five performance doubled shares, the search is a typical business improvement performance growth, the company is mainly engaged in youth casual wear sales, the combination of joining and direct sales model, It owns the famous brand “front lineâ€. For the majority of young people aged 15 to 29, specialize in faster growth, tap more potential third- and fourth-tier cities, and avoid fiercely competitive first- and second-tier cities. The company disclosed in the first quarter of 2016 that the company's net profit for the first half of 2016 is 175 million yuan to 229 million yuan (net profit of 109 million yuan in the same period last year), an increase of 60%-110%. Reasons for changes in performance: The company's supply chain management and brand management related businesses have developed rapidly, resulting in substantial growth in performance.
In addition to searching for special, Meisheng culture is also worthy of attention. The company is one of the major animation and apparel manufacturers in China, focusing on the development, production and sales of animation and apparel subdivision products. The main products include Disney image and animation apparel. The film image animation apparel, etc., its scarcity in the A-share market will help its valuation increase. Northeast Securities said that the long-term company actively expands the animation, film and television, game layout, with content IP as the core, incremental traditional business, forming the entire industry chain layout of "anime IP + derivatives". It is estimated that the company's earnings per share for 2016-2018 will be 0.38 yuan, 0.49 yuan and 0.64 yuan respectively. Give an "overweight" rating.
In terms of market performance, in addition to Hassan shares as the new stocks listed on Wednesday, the cross-border, Da Yang Chuangshi and Xinao shares and other stocks also rose in the top this week, respectively: 13.36%, 12.72% and 12.45%, Obviously, it is worth continuing to pay attention.
Judging from the investment strategy of the entire textile and apparel sector, Shen Wanhongyuan said that benefiting from the depreciation of the RMB and the stabilization of cotton prices, the export-oriented enterprises are expected to exceed expectations. 1. Brand clothing: In May, retail terminal data decreased year-on-year. In addition, there was more rain in June. Brand apparel sales were affected by sluggish consumption and weather, and the mid-term report may be lower than expected. Textiles: Since the second quarter of this year, the renminbi has continued to depreciate, China's national reserve cotton transactions have been active, cotton prices have stabilized, textile export enterprises have benefited, and the interim report is expected to exceed expectations. Suggested attention: Huafu Color Spinning, Blum Oriental, Lutai A, Lianfa Shares, Xinao Shares.
In addition, Zhongtai Securities said that the current market as a whole is still in a volatile market. It is recommended to continue to pay attention to the Semama apparel and Huafu color spinning of the white horse standard. If the market risk appetite is improved, it can be concerned that the stock price in the sector is oversold and the transformation is gradually coming to the fore. Into the harvest of the transformation of the stock, such as Huasi shares and Langzi shares.
Stay cool and dry in Champion Men's Athletic Tank Tops & Muscle Tees.
T shirts for men. Shop a wide selection of men's athletic tees, tank tops & long sleeves.
Superdry men's Sport Athletic t-shirt. Featuring moisture wicking technology to keep you cool whilst exercising, this super soft short sleeved t-shirt features.
Pair our classic t-shirts with athletic shorts or a baseball cap to create a sporty, straightforward look. Men's Sport T-Shirts. Take your training to the next level in
Gym Tank,Gym Tank Top Men,Workout Tank Tops,Workout Tanks
Shenzhen clothing link Co.,Ltd , https://www.clothinglinking.com