houseoffunfreecoins| Crazy! European freight futures continued to surge, reaching a record high! Will it exceed expectations again?

TodayHouseoffunfreecoinsIn 2003, A shares opened lower and adjusted slightly, with nearly 4000 stocks falling in the two cities.

On the market, transport services, water, household appliances, electricity and other sectors led the increase, while aquatic products, satellite navigation, humanoid robots, lithography machines and other sectors led the decline.

Wind real-time monitoring data show that public utilities received a net inflow of more than 2 billion yuan today, while power equipment, banking, electronics, transportation and other sectors received a net inflow of more than 1 billion yuan. The main capital of food and beverage, non-ferrous metals and basic chemical industry has a net outflow of more than 1 billion yuan.

Looking forward to the future, Aijian Securities said that the overall market is still dominated by game characteristics, so pay attention to the switching of the plate. Whether it is cycle, consumption or growth, there are trading opportunities, but market funds are difficult to cover comprehensively, so structural rotation, especially when economic growth is difficult to exceed expectations, trend opportunities are difficult to appear in the short term. more event-driven thematic opportunities, so policies and industry events are still the main observation points. Under the trading opportunity, the rotation of the plate is still the characteristic of the market, so grasping the rhythm is more beneficial to improve earnings.

Shen Wanhongyuan believes that there is a need for resonance inside and outside the second quarter, the price rise cycle is dominated in the short term, and core consumption may be a safer choice; the ability to accelerate the accumulation of dividends in one quarter of superimposed consumption is the focus of dynamic high dividend investment, focusing on spirits and household appliances. The manufacturing sector has reversed in the long term, focusing on the military aviation chain (improvement in capital expenditure of the main aircraft factory) and the battery chain of new energy vehicles (basically confirmed in the medium-term supply growth rate). Continue to suggest that high dividends are dominant in the medium term, and high dividends for consumers and Hong Kong stocks win at the moment.

In terms of hot spots, the shipping concept went higher today, and the sector index rose 1% from a drop of more than 1% in early trading.Houseoffunfreecoins.33% closed, setting a new high in more than a year, and turnover also reached a new high in more than a year. Ningbo Ocean Shipping and Phoenix Shipping rose strongly by the daily limit; COSCO Marine Control (601919) rose more than 5%, reaching a new high in more than two years (the same below); and Cosco Haineng (600026) also reached a new high in a year and a half.

Affected by the continuing tension in the Red Sea, the main contract of European container futures has soared recently, rising again by 14% today.Houseoffunfreecoins.64%, a record high, with a cumulative increase of more than 183% in just two months.

Over the weekend, a spokesman for the Houthi in Yemen said that the Houthi had attacked a number of ships related to Israel. Targets include the Diego and Genna in the Gulf of Aden, and the group also carried out two strikes on the Victoria in the Indian Ocean and the Arabian Sea.

Guoxin Securities pointed out that the impact of the current conflict in the Red Sea continues. Retail replenishment in Europe and the United States has contributed to a rebound in industry demand. Some European ports began to block ports this week, similar to the supply chain disorder in 2021. Once the main trunk lines begin to delay, it will form a siphon to the capacity of other routes. If the congestion cannot be resolved, the freight rate is expected to exceed expectations again. On the other hand, the volatility of the current freight rate reflects that the transport capacity of the industry has been tight, and as the industry supply enters a gap period from 2024 to 2025, the supply and demand pattern is expected to continue to improve.

The peak of summer power consumption is approaching, and power stocks have repeatedly strengthened recently. Today, the plate index bucked the trend and opened higher and rose more than 1%, with turnover exceeding a two-year high. Xichang Electric Power (600505) opened trading and its share price reached a new high in nearly 9 years. Gansu Energy and Star Electric Power (600101) all rose strongly by the daily limit, and the stock price reached a multi-year high.

According to the forecast of Jiangsu Climate Center, from May 21 to June 10, the average temperature in Huaibei is 1 ℃ to 2 ℃ higher than normal, and the average temperature between Jianghuai and southern Jiangsu is 0 ℃ to 1 ℃ higher than normal.

Cinda Securities said that after several rounds of tension between power supply and demand in China, the power sector is expected to usher in profit improvement and value revaluation. Under the tense situation of the contradiction between power supply and demand, the peak value of coal power is prominent; in addition, with the NDRC increasing the supply of electricity and coal, the actual performance rate of the association is expected to rise marginally, and the cost end of coal and power enterprises is more controllable. Looking ahead, the performance of power operators is expected to improve significantly.

This article was first posted on the official account of Wechat.HouseoffunfreecoinsE company. The content of the article belongs to the author's personal point of view and does not represent the position of Hexun. Investors operate accordingly, at their own risk.