In January, the gold stocks recommended by Zhongyuan Securities are: Huali Science and Technology, Ping An Insurance, Midea, China Energy Construction, Salt Lake shares, Jinhe Industry, Zeda Yisheng, Jiuyuan Yinhai, Dashenlin, Guangqi Technology.
[gold stocks Review] in December 2021, the gold stock portfolio recommended by Zhongyuan Securities lost 1.3%, ranking 19th among 31 brokerages. The three stocks with the highest returns were Huikang, Xinhai Technology, and Dongfang Electric, respectively, with monthly increases of 15.98%, 6.61% and 5%, 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 Zhongyuan Securities in January:
A review of gold stocks last month
The top ten gold stocks of Zhongyuan Securities Research Institute in December 2021 are: 600176.SH China Stonehenge, 600875.SH Dongfang Electric, 300451.SZ Venture Huikang, 603212.SH Saiwu Technology, 688595.SH Core Sea Technology, 688122.SH Western Superconductor, 688390.SH Goodway, 002745.SZ Mulinsen, 300496.SZ Kechuangda, 603186.SH Huazheng New Materials. The return of the top ten gold stocks in December 2021 was-1.49%, while the Shanghai Composite Index rose 2.19% over the same period, outperforming the Shanghai Composite Index 3.67pct.
Market research and judgment in this issue
The domestic economy is facing triple economic pressure of "demand contraction, supply shock, and expected weakening". The central government stressed that economic work was "stable" in 2022, and various ministries and local governments issued measures to stabilize growth one after another. December 1-year LPR interest rate cut by 5 basis points, the central bank may have more structural easing in the future. Fiscal policy requires speeding up progress and strengthening efforts, and finance is expected to make efforts ahead of time. The epidemic situation at home and abroad is still not optimistic, but the impact on the economy is decreasing. Overseas, the Federal Reserve has accelerated the reduction of QE, but China's monetary policy has not been affected for the time being. Before the Spring Festival holiday, funds may look for more assets with a higher margin of safety, areas of stable growth or better options in the near future. The market correction may be coming to an end at the end of December, and the index is expected to rebound in the infrastructure sector in January. It is recommended to pay attention to banking, non-bank, real estate, home appliances, medicine, computer and other industries.