Linlong Investment Advisor's individual stock intelligence:10.25Stable market conditions require weight

2018year10month24Ranking of industry growth rate in the Nissan Wanwan level

Agriculture, forestry, animal husbandry, and fishing


Guotou Zhonglu(600962)Concept: Reform of Central State Owned Enterprises


Positive events related to sectors: According to a spokesperson for the National Development and Reform Commission, the third batch31The mixed ownership reform implementation plans of pilot enterprises have been approved one after another, and the National Development and Reform Commission has already approved them8The pilot plan for mixed ownership reform of state-owned enterprise subsidiaries has been approved by relevant local departments15The pilot plan for local state-owned enterprises is being implemented, and the approval process for other pilot plans is also being expedited. It is reported that the National Development and Reform Commission is currently focusing on studying policies such as employee shareholding in pilot mixed ownership reform enterprises.


Related stocks with common performance in sectors: Zhongcheng Shares(000151)Tianhong Shares(002419)etc.


Nonferrous metals


Ronghua Industry(600311)Concept:gold


Positive events related to sectors:10month24During the intraday trading in Riya, spot gold prices continued their recent upward trend and further rose, with the latest trading on1233Near the US dollar. Previously, the overnight gold price surged to its highest level in over three months due to the weakening of the US dollar, a sharp drop in global stock markets, and increased political and economic uncertainty, increasing the attractiveness of gold.


Related stocks with common performance in sectors: Yuancheng Gold(600766)Gangtai Holdings(600687)


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.