Mining of semi-annual reports and unexpected stocks

Mining of semi-annual reports and unexpected stocks

At present, the market has entered middle June, and the performance of listed companies in the first half of the year has basically been settled. Then, those stocks with more than expected performance are most likely to be used in part of the funds, which forms a powerful support for buying disks and pushes up the stock price. However, due to factors such as weak dashboard, only stocks with outstanding performance can take advantage of the weak market trend, thereby forming a structural opportunity. Therefore, in the current context, the most important thing is to find the varieties with the semi-annual report performance exceeding expectations.

For the moment, there are three ideas for reference. First, the cost of improved varieties under environmental protection pressure, among which the price of Textile Printing and Dyeing products has maintained a strong upward trend in recent years, resulting in a series of long-term bull stocks, this is true for demei chemical, Zhejiang longsheng, chuanhua (002010), annoqi (300067) and other varieties. Similar stocks are still reflected in the coal chemical fields such as coke and calcium carbide. Individual stocks such as Shanxi coking unit (600740), Antai group (600408), and Inner Mongolia junzheng (601216) can be tracked.

Second, the product prices continue to pulse and are currently relatively strong varieties. Following a sudden short-term surge in March, the price of soda, which has been deprecated for several months, rose again in March. Therefore, Sanyou chemical and huachang chemical (002274) stocks can be actively tracked. At the same time, Fluorine Chemical's Juhua shares (600160), sanaifu (600636), Ding ketone, ethylene glycol Qi xiangteng (002408) and Tianyi high-tech (600339) and other stocks can also be tracked.
Third, the price difference between the terminal product price and the raw material price is expanded. This is mainly because of the decline in raw material prices and the relatively strong product prices. The prices of raw materials nitric acid have declined, but as the national control of product prices is still at a high level, the profitability has improved significantly. The yahwa group (002497), Jiangnan Chemical Industry (002226), and jiulian Development (002037) and other stocks can be tracked. At the same time, the viscose filament Xinxiang chemical fiber (000949), Nanjing Chemical Fiber (600889) and other stocks can also be tracked. (Beijing Morning Post)