Linlong Investment Advisor's individual stock intelligence:10.23金融首当其冲

2018year10month22Ranking of industry growth rate in the Nissan Wanwan level

非银金融：
申万宏源(000166) 相关概念：证券
板块相关利好事件：众多高层集体喊话，化解A股市场相关风险，凸显出政府后续进一步在股权质押风险化解方面推出更强力办法。这极大缓解了市场对与股权质押业务的过度担忧，也有利于此前被股权质押风险压制估值的券商板块估值修复。
板块共同表现相关个股：国信证券(002736)、光大证券(601788)、东方证券(600958)Etc.
化工
扬农化工(600486)，相关概念：草甘膦
板块相关利好事件：受醋酸、黄磷、甲醇等原材料价格上涨影响，甘氨酸价格上涨至15000-15200element/吨。美国对华加征关税名单落地，草甘膦不在征收范围内，预计草甘膦价格未来中短期会继续上行。
板块共同表现相关个股：长青股份(002391)、新安股份(600596)、沙隆达A(000553)Etc.
采掘：
兖州煤业(600188)相关概念：供给侧改革
中国煤炭工业协会发布的报告显示，2017年，我国规模以上煤炭企业主营业务收入2.54Trillion yuan, year-on-year growth25.9%;利润总额2959.3100 million yuan, year-on-year growth290.5%。协会统计的90家大型煤炭企业实现利润1451.9100 million yuan, year-on-year growth3.5Times.
板块共同表现相关个股：中国神化(601088)、西山焦化(600740)、陕西煤业(601225)Etc.
石油：
兖州煤业(600188)相关概念：油气改革
国家发改委产业协调司副司长蔡荣华16日表示，积极推动石化产业优化布局。石化产业是制造业的重要领域，从产业规模来看，目前我国位居世界第二位。目前石化产业规划布局方案已经国务院常务会议审议通过，已发布实施。
板块共同表现相关个股：中国神化(601088)、西山焦化(600740)、陕西煤业(601225)Etc.
Bank:
bank for economic construction(601939) Related concepts: Financial reform
Related positive events: The growth rate of net profit in the banking industry is beginning to rebound, especially5The profitability of big banks in our country has significantly improved. The debt cost of state-owned large banks is relatively low compared to joint-stock banks and urban commercial banks, so while the return on interest bearing assets remains stable, the interest spread advantage of state-owned banks is highlighted. When the cost of funds for commercial banks generally increases, the pressure on interest bearing liabilities of urban commercial banks and joint-stock banks that do not have an advantage in deposits increases, so the net interest margin is relatively affected.
Related stocks with common performance in sectors: China Merchants Bank(600036)Ningbo Bank(002142)Chengdu Bank(601838)Industrial and Commercial Bank of China(601398)Etc.