Plate rotation, hot spots frequently! Is the big market coming？

Firewire opportunity, depth quick comment! Hello, everyone, I’m the little god of wealth.

The strong performance of the pre-holiday market continued to the first trading week in May as scheduled.

Recently, the performance of China’s assets is very bright. Hong Kong stocks have reached the standard of technical bull market, and the Shanghai Composite Index once reached the standard of technical bull market this Friday. On Monday, the market showed a general upward trend, and the overall performance of the next four trading days was a volatile trend.

Plate, plate rotation, hot spots frequently. In the financial real estate sector, the troika of banking, insurance and real estate continues to be strong; Among the periodic plates, the chemical plate with obvious price increase characteristics is strong; After the value sector rose sharply on Monday, it generally entered a state of adjustment; In the concept plate, synthetic organisms, like a dark horse, have sprung up and become the focus of the market.

In the news, the heat of the real estate market continues to heat up. Chengdu, Hangzhou and Xi ‘an have cancelled the purchase restriction policy one after another, and the policy support for the real estate industry has continued to strengthen. With the rising popularity of the market, the next market performance is still highly anticipated.

Under the blessing of market conditions, this week’s firewire quick evaluation team tracked the copper clad laminate and shipbuilding sectors in various directions to analyze the investment logic and market potential behind them for investors.

The investment logic of cyclical stocks is relatively simple, that is, paying attention to the sustainability of product price increases. If product prices continue to rise, then the future performance of related listed companies is expected to increase substantially, and their share price performance will be ahead of performance.

Since the beginning of the year, the copper price has risen sharply, and the spot settlement price of LME copper has risen from $8,430/ton at the beginning of 2024 to $9,737/ton on May 3. The rise in copper prices has led to a passive increase in the prices of important PCB raw materials such as copper clad laminate, copper foil and copper balls. In late March, copper clad laminate manufacturers such as Jiantao Laminated Board, Willibon and Jinbao Electronics have issued price increase letters.

In this context, the FireWire Quick Review Team timely sorted out the investment logic and related stocks of the CCL plate, and released the information before the market on May 8. Among them, Huazheng New Materials’ share price rose by nearly 10% within two trading days after the information was released, and its performance was bright.

Influenced by the demand cycle, ship age replacement cycle and environmental protection convention, the shipbuilding industry will experience a big cycle every 20~30 years on average. World War II, 1960~1973 and 1990~2010 are the past three rounds of shipbuilding big cycles. According to Shenwan Hongyuan Research Report, at present, it is at the starting point of a new shipbuilding cycle from 2021 to 2038.

On May 6th, China Merchants Steamship announced that four single shipping companies under China Merchants Gas Transportation and Qatar Energy held a signing ceremony for four QCMAX LNG carriers with a term of 25+5 years in Beijing. After the ceremony, the two sides signed the agreement and it will take effect on May 2. On the same day, the Ship Construction Agreement with Hudong Shipyard for four QCMAX LNG carriers was signed and came into effect, with a total ship cost of about 10 billion yuan.

Dage has been paying more attention to the shipbuilding industry. Seeing this news, he quickly organized a FireWire quick evaluation team to sort out the investment logic and related stocks of the shipbuilding sector, and released the information before the market on the next day (May 7). Among them, China Ship Defence and China Ship mentioned in this article have achieved the highest share price increase of 5.51% and 5.3% respectively within five days after the information was released, which is also considered as living up to expectations.

There are thousands of financial events, and there are only a few valuable ones. The popularity of the A-share market continues to rise. What other sectors will surprise us in May? Welcome to join FireWire Quick Review, and work with us to deeply explore the hot concepts and theme opportunities in the market.

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The content of this article is for reference only, not as a basis for investment, so you should enter the market at your own risk.

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