Shanghai and ShenzhenAthigh-Follow Today20170629

Global LCD panel leader LG Display（LGD）Located in Poju, South Korea8.5generationP8-1Production line24An accident occurred on the day of the accident, and the line was immediately shut down for maintenance. The local government intervened in the investigation. The unexpected reduction in production caused by industry leaders will provide strong support for panel prices in the third quarter, and on the other hand, it will benefit other panel manufacturers due to the conversion effect. Pay attention to: BOEA（000725）  Deep TextileA（000045）  Huaxing Optoelectronics

According to China Graphite Carbon Network (Xinlun Information), domestic graphite electrode prices have exceeded imagination since the beginning of this year1.810000 yuan/About tons have been adjusted to the current level6.510000 yuan/Tons, with an increase of over260%. Follow: China Steel International（000928）  Yongdong Shares（002753）

TuesdayLMECopper futures up1.1%Report5858dollar/Tons, creating4month7Since the close of the day, the decline of the US dollar has pushed London copper to a new high3High for the past month. Domestic market, Shanghai copper main contract1708Today's morning session was approaching at one point47000element/Tons, creating2A new high in the past month. Pay attention to Jiangxi Copper Industry（600362）Yunnan Copper Industry（000878）

Steel futures prices have risen for four consecutive times, with strong momentum in concept stocks: Baosteel Co., Ltd（600019）Nangang Co., Ltd（600282）Etc

After three years of deep adjustment, the beer industry2016The decline in production in the second half of the year has narrowed, and the industry has seen improvements and product upgrades combined with a peak consumption season. Domestic beer listed companies are expected to see a phased increase in profits. Follow: Qingdao Beer（600600）Yanjing Beer（000729）

this year4In the month of [insert month], the national environmental inspection team entered Shandong, which accounted for [insert month] of the overall production of zirconium oxychloride1/2. This environmental inspection has forced the Shandong region90%The above-mentioned zirconium oxychloride enterprises have shut down their facilities, ceased production operations, and even dared not sell their inventory.27Quotation for Zirconia from Japan Oriental Zirconium Industry49000element/Tons, cumulative increase since the second quarter29.09%Meanwhile, the cumulative increase in zirconia in the second quarter42.72%. Follow: Kuo Dongfang Zirconium Industry（002167）  Hanye Co., Ltd（600226）

Machinery: The National Development and Reform Commission has issued guidance on natural gas distribution prices, further reducing gas prices for end-users. We are optimistic about Furui Special Equipment, Houpu Co., Ltd., Jerry Co., Ltd., and Huibopu Co., Ltd.

Computer: It is recommended to continue paying attention to undervalued and performance supported white horse leaders in segmented industries, such as Guanglian Da, Chaotu Software, and Jiuqi Software. At the same time, pay attention to the relevant stocks of Hanwang Technology, 2345, and Donghua Software that are expected to increase their mid year performance.

The above information is for reference only and is not intended as investment advice!