We all know that the process of bottoming is a complicated process, and it is the same every time. There is no way, the bottom is always so torturous. When it rises above the operating line, it is a signal to open a position. After rising, the purpose of stepping back is to confirm. Just like when making a top, when making a top, it first falls below, then pulls back, and then falls again. Similarly, the process of bottom confirmation is also the same. It rises first, then, if it cannot be broken, it rises again to a new high. Of course, there are also individual cases where the price retreats and falls below the operating line, and then rises above the operating line again. It also exists. Looking at the current trading volume, it is already low enough. How far could it fall? Many people are just afraid of falling. In fact, opportunities all fall out. What's the point of panic at this time? It can only be said that many people have standard retail investor thinking. What problem can it explain? Always like to make money every day. In the end, it’s not just a grind, year after year. You have to be bold and try. I support you to try. You have to try everything. Only when you have done it yourself and experienced it can you believe whoever says the most credible thing. You must pay tuition to do stocks. It is better to pay it early than to pay it later. The sooner you understand things clearly, the sooner you can get on the right track. The main force is very bad. If you don't buy it, it will rise. If you buy it, it will fall. During the market washing, if you don't sell, he will torture you every day. As soon as you sell, he will immediately raise the price and make you stamp your feet. Every time. In any industry, laymen only watch the excitement, while experts watch the door.
In 2019, the proportion of soybeans imported from Brazil and Argentina to total domestic soybean consumption was 55.62 and 8.49, respectively. my country’s soybean import dependence exceeded 80. Therefore, if the two countries adopt restrictive measures or delay shipments, it is expected that domestic soybean and soybean meal prices will fluctuate to some extent. The situation in America, Brazil, and Argentina is now serious, and it is estimated that it will be inevitable for each country to restrict food exports. I have sorted out some soybean-related concept stocks. (1) Soybean planting Harbin Hi-Tech: Harbin Hi-Tech Co., Ltd. mainly invests in the deep processing of soybean products. It has invested 330 million yuan to build a soybean deep processing industry. It has four holding subsidiaries and a modern soybean product deep processing industry chain with a soybean production base of 500,000 acres.
Beidahuang: The largest listed plantation company in the country, with a land area of ??12.96 million acres and a cultivated land area of ??11.58 million acres. The recent continued rise in soybean prices is expected to drive up land rents. On the other hand, after increasing soybean yield per mu, we can start by increasing investment in agricultural services companies.
Fengle Seed Industry: Hefei Fengle Seed Industry Co., Ltd. is the first listed company in China's seed industry, with a registered capital of 299 million yuan, and is known as "the first stock in China's seed industry." The company implements a large-scale agricultural strategy dominated by seed processing and agrochemicals, and has a complete set of scientific research, production, processing, sales and service systems. It is a credit star enterprise in China's seed industry.
Dakang Agriculture: In 2017, it completed the acquisition of Brazilian grain trader elagricola. As a major agricultural country in the world, Brazil is endowed with unique agricultural resources. By controlling high-quality agricultural products such as Brazilian soybeans and corn, the competitiveness of the company's green agricultural foods in the market will be enhanced.
Jinzhengda: A comprehensive service provider for agricultural modernization with leading technology, it is expected to become a super unicorn in the field of domestic agricultural services. It provides farmers with a full range of agricultural services such as soil testing and fertilization, full crop nutrition solutions, soil improvement, agricultural technology training and guidance, agricultural machinery sales and leasing, agricultural finance for machine sowers to plant and harvest, and production and marketing docking.
Nongfa Seed Industry: The company’s main business is the breeding, production and operation of crop seeds, mainly wheat, rice, hybrid rice, hybrid corn, cotton, rape, soybeans, vegetables and flowers; Domestic and foreign trade of agricultural production materials and agricultural and sideline products, mainly chemical fertilizers, pesticides, agricultural films, oil plants, and rubber; breeding and breeding of special agricultural products, mainly ostriches, tropical fish, special vegetables, and precious flowers.
Dabeinong: Dabeinong Group has developed into an agricultural knowledge enterprise group with feed and seed industry as the main body, animal health care, plant protection, vaccines, breeding pigs, and biological feed as supplements. At present, the company has been actively promoting the research and development of crop biotechnology, expanding the vast markets of soybean and corn biotechnology in Argentina and Brazil, conducting pilot trials, forming the core competitiveness of the crop industry, and vigorously promoting the industrialization of soybean biotechnology in the South American market.
(2) Soybean trading/processing Dongling International: Guangzhou Dongling International Investment Co., Ltd. is a domestic A-share listed company. Its business scope includes international shipping and basic freight, grain trading, potash fertilizer production and Sales, potash mining, etc. The grain trading business includes commodity trading such as sorghum, corn, feed barley, and corn distillers grains. The company has many years of experience in cooperation and communication with international mainstream grain manufacturers and traders, and is familiar with international trade rules. At the same time, we have rich experience in organizing and coordinating ocean transportation, and have good long-term cooperative relationships with customs and terminals. We have obvious advantages in organizing large-scale grain imports and controlling freight costs.
Jingliang Holdings: vegetable oil processing and food manufacturing. Products include: soybean oil, rapeseed oil, sunflower oil, sesame oil, and sesame paste.
Daodaoquan: As one of the major professional manufacturers of rapeseed oil products in China, the company has always attached great importance to the "Daodaoquan" brand marketing strategy and adhered to the brand management idea. At present, the company's "Daodaoquan" brand rapeseed oil has a high reputation in the Yangtze River Basin and is deeply loved by consumers.
Xinsai Shares: crop planting; research and development of agricultural high-tech products; processing and sales of agricultural and sideline products (except grain procurement, storage and wholesale), production and sales of crop seeds.
Jinjian Rice Industry: According to the "Investment Agreement of Jinjian Rice Industry (Chongqing) Co., Ltd.", the Chongqing company plans to invest in the construction of the first phase of the Jinjian Rice Industry Chongqing Grain and Oil Food Base Project in Fuling New District , the project covers an area of ??about 88.95 acres, with a total investment of RMB 240.1747 million. It mainly builds production and processing production lines and supporting facilities with an annual output of 100,000 tons of rice and 200,000 tons of oil. COFCO Biochemical: grain sales, wholesale and retail of edible agricultural products, scientific research and development of bioengineering.
Xiwang Food: The 2015 interim report disclosed that the company currently has an annual processing capacity of 360,000 tons of corn germ. In the first half of 2015, it sold 61,800 tons of various small-packaged edible oils and sold bulk corn germ. 25,200 tons of oil.
Sanan Optoelectronics: Zaoyang Tianyi Oils and Fats Co., Ltd. is a joint venture between Sanan Optoelectronics and Songzi Tianyi Oils and Fats Co., Ltd. The company’s main business scope includes the processing and sales of agricultural and sideline products, and oleochemicals , production and sales of fine chemical products (excluding chemical dangerous goods), production and sales of edible oil.
Dunhuang Seed Industry: Dunhuang Seed Industry’s Xinjiang Manas Oil Project has a total investment of 100 million yuan, of which 50 million yuan is invested in reconstruction and expansion. The project adopts the world’s advanced production technology, mainly processing cotton seeds, and also has processing capabilities. Ability of soybean, rapeseed and oil sunflower. After the project is put into operation, the daily processing capacity of cottonseed oil will reach 1,000 tons, the annual processing capacity will reach 250,000 tons, and the production of 80,000 tons of various oil products and 120,000 tons of meal products will be achieved. The annual output value will reach about 1 billion, and the annual profits and taxes are expected to be realized With more than 30 million yuan and more than 300 jobs, it will take a leading position among cottonseed oil companies in the northwest and even the country. The company's Manas project is put into operation, which has important strategic significance for the company's own long-term development, and at the same time improves the domestic supply capacity of edible oil products.
Hainan Yedao: Hainan Yedao relies on the financial strength and professional management capabilities of China Textile Oil Co., Ltd. to jointly strengthen its edible oil business through cooperative operations. The company participates in the production of 60,000 tons of edible oil The strategic reorganization of Tianyi Technology, which has a crushing capacity and a refining capacity of 100,000 tons. Through this merger and acquisition business, the company entered the edible oil processing field where the entire industry is in an upward cycle at a lower cost, and increased the registered capital of Wanfu Oil to 2,000 Ten thousand yuan (holding 95 shares).
Wanfu Oil's production capacity, production equipment and production technology have reached the advanced level of similar domestic enterprises. Moreover, Jingzhou is located in the core area of ??the Jianghan Plain rape industry belt and has unique resource advantages in developing double-low rapeseed deep processing business.
1. China is completely self-sufficient in its three major staple foods and does not have to worry about supply shortages
2. The second batch of crude oil import quotas may be issued in advance and the Zhoushan crude oil oil depot is fully booked
3. Continue to promote the transformation of the monetary policy control framework to a price-based one
4. Accelerate the completion of my country's high-end medical equipment shortcomings
5. Introduce a rate adjustment mechanism to encourage Develop long-term medical insurance
6. The net asset value of public funds at the end of the month totaled 16.36 trillion yuan
7. Promote relevant localities to relax or cancel purchase restrictions
8. Shanghai The "16 Financial Measures for Demonstration Zones" were introduced to support the development of the Yangtze River Delta Ecological Green Integration Demonstration Zone
9. In March, land transfer fees in 300 cities across the country fell by 25% year-on-year, while first-tier cities bucked the trend and rose by 92%
10. Deepen cooperation with various enterprises in the fields of 5G, integrated circuit design and manufacturing, etc.
11. Promote the deep integration of the express delivery industry and the manufacturing industry to achieve mutual benefit and win-win
Nengke Co., Ltd.’s first-quarter net profit is expected to increase by 70-90 yuan
China Merchants Energy Shipping Co., Ltd.’s first-quarter net profit is expected to increase by 320-391 yuan
Fubon Co., Ltd.’s first-quarter net profit is expected to increase by 120-130 yuan
Gaolan Co., Ltd.’s net profit in the first quarter is expected to increase by 90-120 yuan
Tianqi Co., Ltd.’s wholly-owned subsidiary signed a supply framework contract with Goldwind Technology
Xianhe Co., Ltd. in 2019 Net profit increased by more than 50% year-on-year and is planned to be 10 yuan per cent
Feilong Co., Ltd. was selected as the supplier for the simultaneous development of Dongfeng Liuqi electronic water pumps
Yuxing Co., Ltd.’s first-quarter net profit is expected to increase by 30-50%
Xingshuai'er's net profit in 2019 increased by 38% year-on-year and planned to transfer 10 to 7 to pay 2.1 yuan
According to A-share stock data, the top 30 leaders in industry segments with large semiconductor amplitudes are: Unisoc Micro, Taiji Technology, Northern Huachuang, Fenghua Hi-Tech, GigaDevice, Dongshan Precision, Huilun Crystal, Shengbang Technology, Zhongjing Electronics, Silan Micro, Tongfu Microelectronics, Aihua Group, Yangjie Technology, Torch Electronics, Huazheng New Materials, Jianghai Technology, Shennan Circuit, Jingfang Technology, Changdian Technology, Nanda Optoelectronics, Jiejie Microelectronics, Ashtronics, Fara Electronics, Xingsen Technology, Chongtak Technology, Shengyi Technology, Suzhou Good Technetium, Chaohua Technology, Zhenhua Technology, Jiangfeng Electronics.
Consumption
The core leader of the consumption theme is Jinjian Rice Industry. Its daily line changes hands continuously, and the shape is reversed twice. The handicap is very bad. But it was bad but not stiff, and the price limit was closed in late trading.
The current market environment is in a turning period after continuous declines and downturns, and market sentiment is turning towards the positive side. Funds are rising amid differences, with a wait-and-see attitude.
The trend and market environment of Jinjian Rice Industry are very similar to those of Dexin Transportation from August to September 2018. At that time, the market was in a period of shock after continuous declines, and the market sentiment was sluggish. It was in this environment that Dexin Transport started to rise. The daily line changes hands continuously, and the handicap is very bad. Every day is a Changyang board. As long as you dare to buy, it will give you big meat.
Therefore, aggressive players can continue to buy low and buy Jinjian Rice Industry at low prices, while steady players can wait for its daily shrinkage and then buy low.
4-board ticket Cody Dairy has a long-legged daily limit today. Against the background of improving market sentiment, it has enjoyed the premium brought by sentiment. If it opens lower next Tuesday, you can participate in underwater low buying and gamble for a second time to grow your legs.
Smart City
Smart City’s 10 votes rose to the limit on Thursday, and only 2 votes were left to advance to the consecutive board on Friday. The leading ticket Tianxia Zhimin There is no suspense about the opening of a straight board, and the super big order is sealed until the close.
Among the follow-up votes, most of them surged higher and fell back, such as Jinqiao Information, which failed in 1st and 2nd entries, and COSCO Shipping Technology, which failed in 2nd and 3rd entries. Their funds were relayed on Friday, and the closing mood was very heavy, just in line with the mood of the Qingming Festival.
Just kidding!
The leader speeds up sealing one word, and the follow-up ticket only has Yanhua Smart sealing 2 boards, and the handicap is very bad. There is no premium for this kind of board the next day.
All other tickets were killed, mainly due to the impact of the market. In the bear market, the leading acceleration can only be used for 1 board ticket, and cannot be used for more than 1 board ticket. This is the market's suppression of follow-up tickets.
Only when the market sentiment improves overall, the index trading volume continues to increase, and stands on the 60-day moving average line, is it suitable to follow the trend of 1 into 2, or 2 into 3.
Tianxia Wisdom started from a low price and currently has three consecutive boards. There is still room for growth next week. If it stops consolidating, you can do its counter-package. The trading method is to buy low.
The recent average cost of Montage Technology (688008) is 84.05 yuan. In the short market, it is currently in the rebound stage, and investors can pay appropriate attention. A midline buy signal has been found. The stock has attracted market attention in terms of capital, and has strong multi-party momentum. The company is operating in good condition, and most institutions believe that the stock has high long-term investment value.
Short-term trend: The stock has entered a long market, and the stock price is more likely to rise in the short term.
Medium-term trend: A mid-line buy signal has been found.
Long-term trend: So far, ***115 major institutions hold a total of 13.145 million shares, accounting for 17.67% of the circulating A-shares.
Yuxin Technology (300674) recent average The cost is 34.95 yuan. In the short market, it is currently in the rebound stage, and investors can pay appropriate attention. The company is operating in good condition, and most institutions believe that the stock has high long-term investment value.
Medium-term trend: in the rebound stage.
Long-term trend: So far, ***29 major institutions hold a total of 191 million shares, accounting for 69.31% of the circulating A-shares.
Luxshare Precision (002475) recent average The cost is 39.57 yuan. In the short market, it is currently in the rebound stage, and investors can pay appropriate attention. A midline buy signal has been found. The company is operating in good condition, and most institutions believe that the stock has high long-term investment value.
Medium-term trend: A mid-line buy signal has been found.
Long-term trend: So far, ***805 major institutions have held a total of 784 million shares, accounting for 14.67% of the circulating A-shares.
The recent market shrinkage has reached a bottom, and the mood is depressed , but I think this is an opportunity.
Because the most violent demon stocks often appear in the bottoming stage after the market falls.
During the bottoming period after the main decline last spring, Brother Qinniu boldly intervened in two big monsters: one was Fengle Seed Industry!
Second, Jinli Permanent Magnet was launched on May 16, with 10 boards in 12 days:
At present, both the time node and the market graphics are extremely similar to last year. of. Brother Qinniu firmly believes that as long as the logic is correct, grabbing the board is not a problem. The most important thing is that some big monsters have begun to appear recently.
For example, the ventilator leader Aerospace Changfeng was launched on March 20, with 8 boards in 11 days: This bully was let go. I didn’t expect it to be so tough on the sustainability!
For another example, Jinjian Rice Industry, the agricultural leader recently captured by Brother Qinniu, was launched on March 23, with 7 boards in 9 days:
It is not difficult to see that the market is in the bottom stage. , on the contrary, it is easier for demon stocks to appear.
Analysis of a deterministic opportunity after the holidays
During the holiday resumption, Brother Qinniu specifically highlighted two leading stocks with potential trends. Friends from the old place can check them out. One is the mask concept stock. The performance is good. In the take-off stage, the export volume is large, and there is a lot of room for continued growth after the holiday. The second one is the 5G concept that Qin Niu Ge specially explored. It has benefited from the increase in shipments and its performance has greatly exceeded expectations, with 3-7 board space.
As for Brother Qinniu, every morning and late trading, the bottom menu bar of Brother Qinniu’s homepage will be listed in the daily selection, sharing the potential and quickly raising individual stocks. If you also like short-term, you might as well take a look Check out the post-holiday volume growth leaders I shared in the homepage menu bar. I wish you all good luck and fortune!