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午评:创业板指跌近1%,“中石油魔咒”会应验吗?

Afternoon comment: the gem index fell nearly 1%, will the "Petrochina Company Limited curse" come true?

證券之星 ·  Sep 14, 2021 23:34

By midday, the three major A-share indexes were up and down. The Prev index rose 0.31%, the Shenzhen Composite Index fell 0.24%, and the gem index fell 0.87%.

On the disk, titanium dioxide, photovoltaic building integration, oil and gas resources and other plates led the increase. In the titanium dioxide plate, Tianyuan shares, Dinglong culture, Jinpu titanium industry limit; in the photovoltaic construction integration plate, Hanjia design 20CM limit, Dongxu Lantian, Zhongli Group, Qingyuan shares, Touri Xinneng also limit; in the oil and gas resources plate, offshore oil development, Bomeike, intercontinental oil and gas and other stocks rose by the limit.

When it comes to the oil and gas resources plate, we have to mention Petrochina Company Limited. Petrochina Company Limited is up more than 5 per cent by midday after closing close to nine points yesterday.

Over the years, Petrochina seems to be the reverse indicator of the market, and even many investors are worried that Petrochina Company Limited's rise means that the market is over. So is this really going to happen?

It should be pointed out that there are three major reasons for Petrochina Company Limited's rise: first, the recovery of international crude oil prices; second, its stock price is in a low position, and it is normal to start hype when the market moves; third, the most important point is the improvement of Petrochina Company Limited's own performance. According to Petrochina's financial results for the first half of 2021, operating income reached 1.1966 trillion yuan during the reporting period, an increase of 28.8% over the same period last year. The net profit returned to the parent company was 53 billion yuan, an increase of 83 billion yuan over the same period last year.

So investors don't need to worry too much about Petrochina Company Limited's impact on the market.

On the news side, what is worth paying attention to is that on September 14, the National Energy Administration announced a list of pilot projects for roof distributed photovoltaic development in the whole county (city and district). There are a total of 676 in the country, all of which are listed as pilot projects for roof distributed photovoltaic development in the whole county (city and district).

According to the requirements of the document, by the end of 2023, the proportion of photovoltaic power generation installed on various roofs in pilot areas that meet the requirements of the "notice" will be listed as the whole county (city, district) roof distributed photovoltaic development demonstration county.

From the previous contract, the county-wide distributed photovoltaic project construction scale is mostly between 150MW and 300MW, according to each county 200MW scale calculation, this installed scale is more than 130GW. Affected by this news, the concept of photovoltaic building integration set off a rising tide.

In addition, at 1: 00 a.m. Beijing time on September 15, Apple Inc's autumn press conference officially opened and the iPhone 13 series was also officially released.

In terms of funds, the central bank today renewed the same amount of 600 billion MLF.

At the same time, industrial mother machine, Hongmeng concept, wine and other sectors led the decline. In the industrial mother machine sector, by midday, Tanaka Seiki was down nearly 7%, Huachen equipment was down more than 6%; in Hongmeng's concept, Weishitong and Chuanzhi Education were down more than 5%; in the brewing sector, Chongqing Beer fell by more than 5%, Shuijingfang and Huangtai Liquor Industry by more than 4%.

As for the A-share aftermarket, Zhongyuan Securities said that Tuesday's one-day plunge does not mean that the rebound has come to an end, and that we still need to pay close attention to changes in policy, capital and market sentiment in the future. In the future, the market will continue to show the characteristics of structural market, investors need to balance the allocation, grasp the market rhythm of plate rotation. It is expected that the Prev short-term small shock is more likely, the gem short-term small consolidation may be greater.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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