经济基本面改善叠加行业估值优势
“煤飞色舞”再现 顺周期行情有望延续
jinyiduanshijian,meitan、yousegangtiedengshunzhouqixingyebiaoxiantuchu,yinfashichangguanzhu。yeneirenshizhichu,xingyeguzhiyoushiyijijingjifusuguochengzhongyejidegaishan,shizhichengshunzhouqixingqingdezhuyaoyinsu。wangqiankan,bansuijingjifusujincheng,zheileixingyerengjiangchixushouyi。dancongzhongzhangqilaikan,xinxingchanyeyejigengzhanyoudequshihaiyuanweijieshu。
资源股助推沪指重返3400点
BBIN真人 11yue23ri,agudanbianshangxing,huzhishigejinsangeyuezhonghui3400dian。shangzhengzhishushoupanshangzhang1.09%,bao3414.49dian;shenzhengchengzhizhang0.74%,bao13955.28dian,panzhongzhanshang14000dian;chuangyebanzhizhang0.72%,bao2686.36dian,panzhongzhanshang2700dian。liangshichengjiaoejiejinwanyiyuan,beixiangzijinhejijingmairuchao100yiyuan。xingyebankuaifangmian,ziyuanguquanmianbaofa,yousejinshu、meitanxingyeduozhigeguzhangting。
windtongjishujuxianshi,anzhaoshenwanerjixingyefenlei(xiatong),jiezhi11yue23ride10gejiaoyirizhong,caijue、yousejinshu、gangtie、huagongheyinxingzhishufenbieshangzhangle9.31%、7.82%、6.22%、5.23%he4.76%,weijusuoyouxingyezhangfuqianwu。xiangbizhixia,qianqijileilejiaodazhangfuhuoguzhijiaogaodexingye,baokuodianzi、jisuanjiheshengwuyiyao,zefenbieleijixiadiele6.15%、4.86%he4.69%,weijuxingyediefuqianlie。zhenggeshichangdefenggebiaoxianchujiaoweixianzhudipianxiangyushunzhouqibankuai。
yeneirenshizhichu,xuqiudezengzhangdiejiaguzhiyoushi,shijinqizhouqileixingyebiaoxianqiangshidezhuyaoyuanyin。chuancaizhengquanyanjiusuosuozhang、shouxijingjixuejiachenlidui《jingjicankaobao》jizhebiaoshi,leisimeitan、gangtiedengdiguzhi、shunzhouqibankuai,yejiyouliangtongshijinnianyilaizhangfujiaoxiao,jinqidazongshangpinjiagepubianchuxianshangzhang,duilirunxingchengtizhenzuoyong。tongshilinjinniandi,zijinfengxianpianhaojiangdi,diguzhibankuaiyouwangshouyi。yimeitanweili,zheileidiguzhibankuaijinnianyilaizhangfujiaoxiao,tongshisanjiduyilaiyejimingxiangaishan,jinqishougongnuanbukucunyingxiang,zhengtixuqiuliangjiaoda。
windtongjishujuxianshi,congguzhishuipinglaikan,muqianshangzhengaguheshenzhengagudeshiyinglvfenbiewei17.10beihe47.37bei(zhengtifajisuan),erzhouqileixingyezhong,meitanxingyeshiyinglvwei11.85bei,shiyouhuagongxingyeshiyinglvwei16.19bei,gangtiexingyewei14.77bei,yunshushebeixingyewei18.19bei,hangyunxingyewei14.29bei,zhengtiguzhishuipingxiangduijiaodi。xiangbizhixia,bandaotishiyinglvdadao104.61bei,tongxinshebeizedadaole210.77bei。
qianhaikaiyuanjijinshouxijingjixuejiayangdelongzeduijizhebiaoshi,linjinniandi,yixietouzizhekaishibuju2021nianshichangxingqing,yejiyouliangdelanchouguwuyishizijinpeizhidezhongdian。jinnianqian10geyueshichangzhuyaoguanzhudeshixiaofeibankuai,sijiduyixieqitadediguzhibankuai、zhouqixingbankuaiyeshoudaozijinguanzhu,chuxianlejiaohaodebiaoxian。yixiepianhaodiguzhidetouzizhekenenghuipeizhidiguzhibankuai,boyifandanjihui,pianhaozhangqiyejizengzhanghepinpaijiazhidetouzizhejiangxuanzexiaofeigulaijinxingpeizhi,zheidoujianghuituigaoshichangdezhongxinshixiantupo。
业绩改善主导行业轮动
chuleguzhiyinsuwai,erjiduyilaizhongguojingjidechixufusuyijizaicijichushangxingyeyejidegaishan,shituidongjinqishunzhouqixingyezouqiangdezhongyaoyinsu。guojiatongjijushujuxianshi,10yueguominjingjiyunxingyanxuwendinghuifutaishi,quanguoguimoyishanggongyezengjiazhitongbizengzhang6.9%,quanguobbinzhenrenyeshengchanzhishutongbizengzhang7.4%,shehuixiaofeipinlingshouzongeda38576yiyuan,tongbizengzhang4.3%;1zhi10yue,quanguogudingzichantouzi(buhannonghu)tongbizengzhang1.8%,bi1zhi9yuejiakuai1.0gebaifendian。
zhongjingongsiyanjiuzhichu,yejizengzhangzhudaoaguxingyelundong。jinnianyilai,gaoyingshouzengzhanghegaojinglirunzengzhangdegegudafupaoyingshichang,duiyingdaoxingyeweidu,xinjingjibankuaizaiyijiduheerjidudeyejizengsudafulingxianyulaojingjibankuai,yeshidexinjingjibankuaidegegubiaoxianyouyi,danzaisanjidulaojingjibankuaidedanjilirunzengsuchuxianfanchao,shiyoushihua、qiche、gangkouhangyundengxingyeyejizengzhangkaoqian,zheiyeshizhouqigujinqibiaoxianqiangshidezhuyaoyuanyinzhiyi。wanghoukan,xinjingjixiaohuaguzhiyalihourengyoupeizhijiazhi,erlaojingjibankuaizezaijingjifusujinchengzhongjixushouyi。
BBIN真人 windtongjishujuxianshi,zaimeitanxingye,shouyiyumeijiaxiufu,xingyeshangshigongsidisanjidushixianjinglirun261yiyuan,huanbizengzhang16.9%;zaigangtiexingye,shoudaomaoligaishanyijichanxiaoguimokuozhangdeyingxiang,15jiapugangqiyesanjidushixianguimujingliruntongbizengzhang60%,huanbizengzhang29%;zaihuagongxingye,shoudaoxiayouxuqiufusudetizhen,quanxingyesanjidushouruhuanbizengzhang4.06%,guimujinglirunhuanbizengzhang54.56%;zaiyousexingye,disanjiduxingyeshangshigongsizhengtiguimujingliwei137.22yiyuan,tongbizengzhang45.08%,huanbizengzhang43.62%。chenlizhichu,zongtilaikan,gangtie、youse、meitanjinniandeyinglizhuangkuanghaishifeichangbucuode,sijiduxingqingyinggaiyouyidingdechixuxing。
tianfengzhengquantongyangzhichu,congjinniandisanjidukaishi,chuangyebanyejiyoushibuzai,shichangfenggecong7yuekaishigengjiapianxiangyichuantongjingjiweidaibiaodehushen300,xiangqiankan,hushen300daomingnianyijidukenengchuxianmingxiandejieduanxingzhanyou,zheishizhichengshunzhouqifenggehainengjixulingxianyigejiduzuoyoushijiandezhongyaoyinsu。dancongzhongzhangqikan,xinxingchanyeyejigengzhanyoudequshihaiyuanweijieshu。(jizhe wulihua)
责任编辑: 孙远进 校对: 海洋
zhongguozhoukanguanfangweibo
guanfangweixingongzhonghao