If you want to speculate in the stock market, you can see the research report of Jin Kirin analysts.DiabloimmortalcrashingonstartupiosAuthoritative, professional, timely, comprehensive, to help you tap the potential theme opportunities!

Mao Jun of the original Securities Times

A shares got off to a good start in May, with major stock indexes such as the Shanghai Composite Index, the Shenzhen Composite Index, the Shanghai and Shenzhen 300 and the Shanghai 50 all reaching new highs for the year. Transactions between the two cities increased slightly, keeping more than one trillion yuan for four consecutive trading days.

On the market, chemical, pharmaceutical, household appliances, lithium batteries and other sectors led the increase, while ST, tourism, oil, telecommunications operations and other sectors led the decline. Go northward and buy a net 93% of fundsDiabloimmortalcrashingonstartupios.1.6 billion yuan.

In addition, according to Wind real-time monitoring data, the basic chemical industry, pharmaceutical and biological industries all received a net inflow of more than 5 billion yuan of main funds today, food and beverage, and power equipment also received a net inflow of more than 3 billion yuan, machinery and equipment received a net inflow of more than 2 billion yuan, and electronics, household appliances, automotive and other industries received a net inflow of more than 1 billion yuan.

Looking ahead, Galaxy Securities said that Chinese assets were strongly bullish during the May Day period, indicating that Chinese assets, the value depression of the global stock market, are being favored. International investors' sentiment, risk, preference and interest in the Chinese stock market are improving, and the long-acting energy of the A-share market is expected to continue to increase.

Citic Securities said that in May, with the end of the earnings season, the Politburo meeting set the tone, the expectation of a cut in US dollar interest rates was clear, the expectation of reform began to strengthen, the willingness of global funds to allocate Chinese assets was strong, and the market risk appetite increased significantly. The market game will tend to ease, and it is expected that A shares will be more stable and sustainable in May under the tripod of excellent growth, active theme and dividend varieties.

In terms of hot spots, more than 100 shares rose by the daily limit or more than 10% today. Chuanning Biology, Zhengdan shares, Baili Tianheng, Ellis, Hisense home appliances and other batches set a record high (reinstatement).

The trend of Guizhou Moutai today is also extremely eye-catching, opening high and walking high throughout the day, rising 3.24%, setting a new high for the year, with a turnover of 10.5 billion yuan, a new high in half a year, and an one-day market capitalization increase of nearly 70 billion yuan.

Driven by the strong strength of Guizhou Moutai, liquor stocks strengthened collectively today, with the intraday volume of the plate index rising more than 4%, reaching a new high for nearly half a year. Alcoholic wine up and down, willing to wine industry, Shuijingfang and other top growth.

Huatai Securities expects the liquor industry to maintain a steady recovery, with the differentiation in the off-peak season expected to be more pronounced and with stronger support as the economy continues to repair consumption recovery. In the medium and long term, the trend of economic resilience / the rise of mass consumption + the increase of industry concentration continues, the momentum of industry growth will continue, and plate value and growth are expected to return steadily.

Chemical stocks went up today, and the plate index rose unilaterally throughout the day, rising 3.64%, setting a new high for the year, while trading hit a 2-year high. Individual stocks rose by the daily limit, with United Chemical, Haofan Biology, Qicai Chemical (rights protection), Polaroid and other stocks rising 20%, while Deere Chemical, Shilong Industries (rights protection) and other more than 30 shares rose by the daily limit or more than 10%.

Statistics show that the chemical industry has recovered rapidly. In the first quarter of 2023, only 41 companies reported that the net profit of the basic chemical sector had more than doubled compared with the same period last year, while the number of companies that had more than doubled the same period last year in the first quarter of 2024 has increased to 89. The number of companies that have entered the performance inflection point has increased rapidly.

Guosheng Securities pointed out that the chemicals that have risen significantly since the beginning of the year mainly meet four major factors: supply contraction or sharp slowdown in new growth, concentration of oligarchy, rigid demand, and low proportion of downstream costs. Looking forward to the follow-up, the prosperity of TMA and vitamins is expected to continue to rise; polyester filament and spandex in chemical fiber plate are expected to accelerate upward in the peak season; fluorine chemical plate refrigerant and fluorite are expected to usher in a boom cycle of several years.