Hello, here is sogu518 team group, then this is the first issue of the stock market weekly review, mainly to analyze this week's trend, and the expected trend of the next week, and that is to select a few of next week's individual stocks for your reference.

This week's summary

Then last week's trend, it can be said that the first wrong after the Yang, the plate dipped to 3516 after all the way up, and finally closed at 3796, the deep index closed at 13718, from sogu518 industry index.

Only the extractive sector, dragged down by PetroChina, and the recently underperforming non-ferrous sector fell slightly, while sectors such as catering and tourism, general and ferrous metals saw gains of more than 5 percent.

Stocks **** there are deep Konka A, Baoding Swan, Jinbin Development, more than 60 stocks up, only Shandong Gold 1 stocks down, the two cities stocks up and down ratio of about 16 : 1, stocks continue to rebound in a large area.

After the market research judgment

From the current market, although two consecutive days of rebound on the market confidence has a certain repair, but we are still cautious about the rebound space and strength of the market.

First of all, from the market itself, the impact of the market liquidity predicament and to get a fundamental solution, the successive approval of more than 10 funds of nearly 100 billion relative to the 2, 3 two months of more than 760 billion small non- and restricted shares of the unlocking of the speakers is still a drop in the bucket.

And from some statistics. The situation, from the beginning of last week, the Kiwis have begun another wave of redemption, which will make the current market liquidity problems are further amplified, in this context, the market is difficult to deduce a sustained, larger rebound market, the possibility of sawing the market.

Secondly, from the domestic situation, some investors did not want to get in the two sessions of the late from the tight policy will be appropriate to loose the signal, we believe that the management is also trying to find a balance between inflation and economic growth, but it can be sure that the policy from the tightening of the trend will not change.

This will lead to more uncertainty at the macro level in the later stage, but the recent 50 basis points increase in the reserve requirement ratio by the central bank has led the market to expect a lower probability of interest rate hike in the short term, which may create the right conditions for the market to rebound.

Finally, from the perspective of overseas markets, the overnight U.S. stock market fell by more than 200 points again on Thursday, and the Hong Kong dollar index fell 3.47% on Thursday.

Finally, from the overseas markets, US stocks fell again by more than 200 points overnight on Thursday, and the Hong Kong dollar index fell by 3.47% on Thursday.

If the subprime crisis continues to affect the profitability of U.S. financial system companies, overseas markets will likely continue to fluctuate sharply in the latter part of the year, so it will be difficult to get out of the peripheral markets before the A-share market really turns strong.

Operation strategy: operation strategy recommended to continue to rebound market to treat, not eager to chase up.

Market Hotspots

Market Hotspots Blooming Low Participation Just in Time

On Thursday, the two markets bottomed out and rebounded, turnover significantly enlarged, individual stocks generally rose, the market interpretation of a multi-dimensional reversal of the comedy, the market to see the rise.

In the case of universal pursuit of the rise, the market hotspots show diversified characteristics.

First of all, the previous strong plate like agriculture, environmental protection, venture capital, etc. to get the top of the chase, these three plates, although there are varying degrees of recent complementary fall, but does not change the strong color.

Once the market warms up, it will become a mainstream hot spot for the market to do more.

As the main representative of the transactional varieties, the short-term opportunities of these three major sectors of the stocks are still more.

Secondly, the Olympic plate began to active, the plate has a certain time limit, in fact, the substance of the Olympic material is relatively empty, short-term is only the subject matter of speculation, and its similarity is the cross-strait Three Direct Links plate, is only staying in the Bo news level.

Overall.

The more the subject matter of the strong stock more need to short-term good to close.

New energy is a plate worthy of medium- and long-term attention, zoom in a little, and energy saving and emission reduction related to new energy, new materials, new technologies should be included in the attention.

At present, the long-term high oil prices have been inevitable, which gives alternative energy, energy-saving materials and other industries have left a lot of room for development.

This plate, many stocks are in the medium and long term upward trend of the relay adjustment process, the market has the potential to create a new high, such as Tianwei Baochuan, Tongwei shares, Chuan cast energy, Antares technology.

It can be said that this plate short-term speculative space, long-term due to the development potential can not be underestimated, the investment opportunity is not to be underestimated, is the long term most imaginative one of a class of varieties, it is worth paying attention to.

Strategically, because the bottom of the market signal has been produced, so you can actively participate in the operation of the hot stocks on the low.

Stock selection

000612 Jiaozuo Wanfang:

Jiaozuo Wanfang recently disclosed the annual report, the 2007 annual operating income of 5.185 billion yuan, an increase of 27.1%; operating profit of 1.040 billion yuan, an increase of 175.9%; attributable to the parent company's net profit of 684 million yuan, an increase of 165.9%; comprehensive Diluted earnings per share of 1.42 yuan, the distribution proposal for every 10 shares of cash 4.4 yuan (including tax).

sogu518 team believes that the main revenue year-on-year growth is due to 100,000 tons of alloy aluminum phase II project put into operation.

The annual aluminum products of 323,400 tons, an increase of 38.8% year-on-year, sales of products 309,300 tons, an increase of 33.15%.

Revenue and profit growth exceeded revenue growth mainly due to the year-on-year decline in raw material alumina prices.

The company purchased 658,000 tons of alumina from Aluminum Corporation of China (Chalco) at an average purchase price of RMB2,802 per ton.

While the average purchase price in 2006 was RMB 4,188 per ton, the alumina purchase price decreased by 33.1% year-on-year.

It is expected that the company's main product aluminum ingot prices will maintain good momentum in 2008, but the raw material alumina prices may also rise, when the profit forecast will be adjusted.

600559 Lao Bai Gan wine

The company produced "Hengshui brand" Lao Bai Gan wine is China's famous historical wine, recognized by the Ministry of Commerce as the first batch of "Chinese old", the local *** on the company's expansion and technical reform project to support the production of the company's old and new products. The project was supported by the local *** on the expansion of the company's technical reform projects, the production scale will reach 35,000 tons than the original nearly doubled, and has formed a 38 degrees to 67 degrees up to more than 300 varieties of series of wine, while the strong market demand has also brought a strong price increase is expected.

The company is also the most complete varieties of lean breeding base, especially with the international first-class Sig supporting line of breeding pigs, is the best combination of production of lean ternary hybrid pigs, due to the grain and related feed raw material prices soared, China's pork prices have skyrocketed, the income growth is very obvious, recently there are funds to concentrate on increasing the position of the selection of the low attention.