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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 ·  Jan 4, 2022 22:26

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.

[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.

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

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

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

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

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. Car: 300580.SZ

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

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. Electronics: Chongda Technology (002815.SZ)

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

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

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. Light Industry: happy Linmen (603008.SH)

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. Home Appliances: stone Technology (688169.SH)

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. Overseas: Sunny Optical Technology (02382.HK)

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.

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

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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