Linlong Investment Advisor's individual stock intelligence:10.26金融一马当先

018year10month25Ranking of industry growth rate in the Nissan Wanwan level
公用事业：
哈投股份(600864)相关概念：券商
板块相关利好事件：券商股强劲反弹背后的逻辑有三点：一是股权质押风险开始解除;二是随着两市交易量重回4000亿以上，大部分券商经纪业务达到盈亏平衡点;三是并购重组业务有望复苏。
板块共同表现相关个股：国海证券(000750)、中原证券(601375)、太平洋(601099)、西南证券(600369)
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.
煤炭采掘：
冀中能源(000937)相关概念：供给侧改革
板块相关利好事件：国务院要求，各地区、各有关部门要认真落实安全生产责任制，切实担负起责任，加大监督检查力度，深入开展煤矿安全“体检”，严厉查处各类违法违规行为。扎实推进供给侧结构性改革，坚决关闭不符合安全生产条件的煤矿，坚决淘汰煤炭行业落后产能，决不允许已淘汰的落后产能和明令禁止的落后工艺死灰复燃。
板块共同表现相关个股：美锦能源(000723)、开滦股份(600997)、上海能源(600508)Etc.