Hi,
moomoo ID:NaN
Log Out
English
Back
Log in to access Online Inquiry

开源证券:12月金股组合盈利1.98% 1月荐股名单出炉
Open source securities: December gold stock portfolio profit 1.98% January recommended stock list released

新浪財經綜合 ·  {{timeTz}}

  1月,开源证券推荐的金股为:北京君正、贝斯特、山西汾酒、崇达技术、东方证券、广发证券、牧原股份、喜临门、石头科技、舜宇光学科技。

In January, the gold stocks recommended by Open Source Securities are: Beijing Junzheng, Best, Shanxi Fenjiu, Chongda Technology, Oriental Securities, GF Securities Co., LTD., Muyuan shares, Xi Linmen, Stone Technology, Sunny Optical Technology.

  【金股复盘】2021年12月,开源证券推荐的金股组合收益率1.98%,在31家券商中排第8名,收益率最高的3只股票分别为羚锐制药、顾家家居、华鲁恒升,月涨幅分别为23.82%、15.25%、6.46%。报告详见《券商12月金股组合"战绩":川财证券9.26%夺冠 东吴最差》。

[gold stocks Review] in December 2021, the gold stock portfolio recommended by open source securities returned 1.98%, ranking eighth among 31 brokerages. The three stocks with the highest returns were Lingrui Pharmaceutical, Gu Home, and Hualu Hengsheng, with monthly increases of 23.82%, 15.25% and 6.46%, respectively. For details of the report, seeBrokerage December gold stock portfolio "record": Chuancai Securities 9.26% won the worst Soochow.

  以下为开源证券1月的金股报告:

The following is the gold stock report of open source securities in January:

  开源金股,1月推荐——投资策略专题-20211230

Open source gold stocks, recommended in January-Investment Strategy topic-20211230

  1、金融工程:基于行业轮动模型的1月行业多头

1. Financial engineering: January industry bulls based on industry rotation model

  基于行业轮动模型,1月行业多头为:钢铁、交通运输、汽车、建筑装饰、计算机、公用事业、农林牧渔、社会服务、传媒。

Based on the industry rotation model, the industry bulls in January are: iron and steel, transportation, automobiles, architectural decoration, computers, public utilities, agriculture, forestry, animal husbandry and fishing, social services, and media.

  2、中小盘:北京君正(300223.SZ)

2. Small and medium size: Beijing Junzheng (300223.SZ)

  公司通过并购ISSI已经变身为国内车规级存储芯片的龙头,不断引入新的技术和产品,驱动公司的长期稳定成长。

Through the acquisition of ISSI, the company has become the leader of domestic automotive specification-level memory chips, constantly introducing new technologies and products to drive the company's long-term and stable growth.

  3、汽车:贝斯特(300580.SZ)

3. Car: 300580.SZ

  贝斯特深耕涡轮增压器零部件领域,将充分受益于混动赛道高景气度。氢燃料电池车将迎来快速发展阶段,公司前瞻性布局将打开长期成长空间。

Best ploughs the turbocharger parts field and will fully benefit from the high-view demeanor of the hybrid track. Hydrogen fuel cell vehicles will usher in a stage of rapid development, and the forward-looking layout of the company will open up room for long-term growth.

  4、食品饮料:山西汾酒(600809.SH)

4. Food and beverage: Shanxi Fenjiu (600809.SH)

  公司现阶段市场化机制已经建立,现有管理层和销售团队能力突出。2022年公司将乘势而上,实现产品结构提升,利润增速仍将位于行业前列。

At the present stage, the market-oriented mechanism of the company has been established, and the existing management and sales team have outstanding ability. In 2022, the company will take advantage of the opportunity to improve the product structure, and the profit growth rate will still be in the forefront of the industry.

  5、电子:崇达技术(002815.SZ)

5. Electronics: Chongda Technology (002815.SZ)

  公司迎来困境反转,逐步走出中小批量PCB的利基市场;技术积累丰厚,国内高端数通PCB领域新贵,有望得到增量市场份额。

The company ushered in a reversal of difficulties and gradually walked out of the niche market of small and medium-sized PCB; rich technology accumulation, domestic high-end digital communication PCB field upstart, is expected to get incremental market share.

  6、非银金融:东方证券(600958.SH)、广发证券(000776.SZ)

6. Non-bank finance: Oriental Securities (600958.SH), GF Securities Co., LTD. (000776.SZ)

  东方财富大财富管理线条(财富管理+公募基金)利润贡献超50%,强烈看好未来发展空间。广发证券大财富管理线条(财富管理+公募基金)利润贡献达35%,继续看好未来增长空间。

Oriental Wealth Great Wealth Management Line (Wealth Management + Public offering Fund) contributes more than 50% to profits and is strongly optimistic about the future development space. GF Securities Co., LTD. big wealth management line (wealth management + public offering fund) profit contribution of 35%, continue to be optimistic about the future growth space.

  7、农林牧渔:牧原股份(002714.SZ)

7. Agriculture, forestry, animal husbandry and fishing: Muyuan shares (002714.SZ)

  养殖成本行业领先:下行期业绩承压能力强;在建工程进度放缓,资金压力将在后期缓解。

Leading in the aquaculture cost industry: strong performance pressure capacity in the downward period; the progress of projects under construction slows down, and the financial pressure will be alleviated in the later stage.

  8、轻工:喜临门(603008.SH)

8. Light Industry: happy Linmen (603008.SH)

  目前公司正处于渠道、品类快速扩张阶段,同时推进套系化销售进行品类融合,提高客单价、店效,在加大品牌投入的助力下,公司业绩有望快速提升。

At present, the company is in the stage of rapid expansion of channels and categories, while promoting integrated sales to improve customer unit price and store efficiency. With the help of increased brand investment, the company's performance is expected to improve rapidly.

  9、家电:石头科技(688169.SH)

9. Home Appliances: stone Technology (688169.SH)

  2021M11内销维持高增长,外销向好叠加预计2022Q1海外上新、海运缓解,外销有望重回高增长;伴随收入放量、成本费用端改善,盈利能力预计修复。

2021M11 domestic sales maintain high growth, export is expected to be new overseas, shipping relief, export is expected to return to high growth; with revenue volume, cost-side improvement, profitability is expected to repair.

  10、海外:舜宇光学科技(02382.HK)

10. Overseas: Sunny Optical Technology (02382.HK)

  手机光学有望于2022年重启升级,苹果、荣耀引领潮流;车载光学领域布局广泛有望持续受益新能源汽车渗透,车载镜头领域开始重视切入造车新势力;安防、红外、VR镜头业务快速增长,具备更大利润空间。

Mobile optics is expected to restart and upgrade in 2022, and Apple Inc and Glory lead the trend; the wide layout of vehicle optics is expected to continue to benefit from the penetration of new energy vehicles, and the field of car lenses begins to attach importance to cutting into the new forces of car building; and the business of security, infrared and VR lenses is growing rapidly, with greater profit margins.

  风险提示:宏观环境、行业发展或公司状况不及预期;模型测算误差。

Risk tips: macro environment, industry development or company status is not as expected; model measurement error.

This page is machine-translated. Moomoo tries to improve but do not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.

This presentation is for informational and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. Investment information provided in this content is general in nature, strictly for illustrative purposes, and may not be appropriate for all investors. It is provided without respect to individual investors’ financial sophistication, financial situation, investment objectives, investing time horizon, or risk tolerance. You should consider the appropriateness of this information having regard to your relevant personal circumstances before making any investment decisions. Past investment performance does not indicate or guarantee future success. Returns will vary, and all investments carry risks, including loss of principal. Moomoo makes no representation or warranty as to its adequacy, completeness, accuracy or timeliness for any particular purpose of the above content.

Moomoo is a financial information and trading app offered by Moomoo Technologies Inc.
In the U.S., investment products and services available through the moomoo app are offered by Moomoo Financial Inc., a broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) and a member of Financial Industry Regulatory Authority (FINRA)/Securities Investor Protection Corporation (SIPC).
In Singapore, investment products and services available through the moomoo app are offered through Moomoo Financial Singapore Pte. Ltd. regulated by the Monetary Authority of Singapore (MAS). Moomoo Financial Singapore Pte. Ltd. is a Capital Markets Services Licence (License No. CMS101000) holder with the Exempt Financial Adviser Status. This advertisement has not been reviewed by the Monetary Authority of Singapore.
In Australia, financial products and services available through the moomoo app are provided by Futu Securities (Australia) Ltd, an Australian Financial Services Licensee (AFSL No. 224663) regulated by the Australian Securities and Investment Commission (ASIC). Please read and understand our Financial Services Guide, Terms and Conditions, Privacy Policy and other disclosure documents which are available on our websites https://www.futuau.com and https://www.moomoo.com/au. Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd. and Futu Securities (Australia) Ltd are affiliated companies.