Linlong Investment Advisor's individual stock intelligence:10.24金融首当其冲

2018year10month22Ranking of industry growth rate in the Nissan Wanwan level

休闲服务：


锦江股份(600754)相关概念：消费


Positive events related to sectors:10month20日起，财政部、国家税务总局会同有关部门起草的《个人所得税专项附加扣除暂行办法(征求意见稿)》正式开始为期两周的全社会公开征求意见。在10month1日已率先享受到“起征点上调”减税红利基础上，公众未来还将享受子女教育、继续教育、大病医疗、住房贷款利息、住房租金以及赡养老人等6项专项附加扣除。


板块共同表现相关个股：首旅酒店(300653)、宋城演艺(300144)、誉衡药业(002437)、通化东宝(600867)


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.