There is a great contrast between the two. It is not difficult to see that market funds are more cautious about high-end varieties, so where did the funds for high-end stocks go?
On the other hand, the white horse with relatively low weight (beverage manufacturing, medicine, banking, etc.). ) rise in turn. In this round of decline in the broader market, the trend is obviously stronger than the same period. Funds flow from the high part to the low part, showing obvious risk aversion of market funds.
According to incomplete statistics, the latest rolling price-earnings ratio of 18 white horse stocks is less than 30 times, and the net profit of the interim report has increased by more than 30%.
Some white horse stocks with excellent performance and low valuation! Cosco Aerospace: The latest rolling P/E ratio is 5.87 times, and the net profit of the interim report increased by 365,438+062% year-on-year;
This company is the main operator of container business under China Ocean Shipping Group. After the merger and reorganization of CSCL and OOCL, the container ship capacity has increased to about 3.03 million TEUs, ranking third in the world with a share of 12.5%.
In terms of container terminals, the total throughput and total design throughput in 20 19 are ranked first in the world, and the shipping and terminal sectors have obvious leading advantages.
Daqin Railway: The latest rolling price-earnings ratio is 7.26 times, and the net profit of the interim report increased by 35.86% year-on-year;
The company is a company based on coal transportation, mainly engaged in railway freight business and passenger transport business. The main products include freight business and passenger business.
The company has a mature, advanced and reliable railway coal heavy-haul transportation technology system. Daqin line under its jurisdiction is a modern professional coal transportation line with the world's advanced level and the largest annual transportation volume.
Baoshan Iron and Steel: The latest rolling price-earnings ratio is 7.57 times, and the net profit of the interim report increased by 276.7% year-on-year;
The company is mainly engaged in the steel industry, and also engaged in processing and distribution, chemical industry, information technology, finance, e-commerce and other businesses related to the steel industry. The main steels are divided into three categories: carbon steel, stainless steel and special steel. This is the largest and most modern steel joint venture in China.
SAIC: The latest rolling P/E ratio is 9.33 times, and the net profit of the interim report increased by 48.64% year-on-year;
The automobile group with the largest production and sales scale in China independently controls the core technology of new energy vehicles;
By the end of 2020, SAIC has launched more than 30 new energy vehicle products, and all the first-class components of PROMEM3, a new generation of fuel cell stack products, have been localized, and have been put on the shelves of SAIC Datong EUNIQ7 for batch listing.
Gree Electric: The latest rolling P/E ratio is 9.3 1 times, and the net profit of the interim report increased by 58.61%year-on-year;
White goods leader in air-conditioning business; The company is the world's largest specialized air-conditioning enterprise integrating R&D, production, sales and service.
It owns three brands: Gree, TOSOT and Jinghong, and its industries cover four major fields: air conditioning, household appliances, high-end equipment and communication equipment.
Shanghai Port Group: The latest rolling P/E ratio is 10. 15 times, and the net profit of the interim report increased by127.1%year-on-year;
The largest port joint-stock enterprise in China, with container throughput ranking first in the world for ten consecutive years, is located in the Yangtze River Delta Economic Zone; The company's main business is container plate, bulk cargo plate, port logistics plate and port service plate;
Hengli Petrochemical: The latest rolling P/E ratio 10.94 times, and the net profit of the interim report increased by 56.65% year-on-year;
China's largest and strongest comprehensive strength "PTA- polyester new material industry chain integration" enterprise;
The company's civil filament production capacity ranks the top five in China, and the industrial filament production capacity ranks the third in China. It is one of the largest and most technologically advanced polyester filament manufacturers in China.
Huayu Automobile: The latest rolling P/E ratio is 1 1.55 times, and the net profit of the interim report increased by109% year-on-year;
The company's main business covers automobile interior and exterior accessories, metal forming and molds, functional parts, electronic and electrical parts, hot-working parts, new energy and so on.
At present, the company is a comprehensive auto parts listed company with the largest business scale, the largest variety of products, the widest customer coverage and the strongest application development ability in China, and its main products have a high domestic market share.
BOE A: The latest rolling price-earnings ratio 12. 1 1 times, and the net profit of the interim report increased by1024% year-on-year;
Domestic panel leaders; The company is the world's leading provider of semiconductor display technology, products and services. Products are widely used in mobile phones, tablet computers, notebook computers, monitors, televisions, vehicles, digital information display and other display fields.
Industrial Fulian: the latest rolling P/E ratio 12.36 times, and the net profit of the interim report increased by 33.44% year-on-year;
The largest mobile phone in China, tablet OEM; The company is mainly engaged in the design, research and development, manufacturing and sales of various electronic equipment products, and provides intelligent manufacturing and technology service solutions for world-renowned customers relying on the industrial Internet.
Wanhua Chemical: The latest rolling P/E ratio 15.69 times, and the net profit of the interim report increased by 377.2% year-on-year;
The company is a leading MDI (diphenylmethane diisocyanate) manufacturer in China and the largest MDI manufacturer in the Asia-Pacific region.
The company is mainly engaged in research and development, production and sales of polyurethane series, petrochemical series, functional materials series and special chemicals series.
CITIC Securities: The latest rolling price-earnings ratio 17.58 times, and the net profit of the interim report increased by 36.66% year-on-year;
AA-level brokers ranked first in the comprehensive strength of securities business, and the first securities company with assets exceeding one trillion yuan in China. The company is mainly engaged in investment banking, wealth management, asset management, financial markets and other related financial services.
Haier Zhijia: The latest rolling P/E ratio is 19. 17 times, and the net profit of the interim report increased by146.4% year-on-year;
The global leader in home appliance industry, mainly engaged in the production and operation of white appliances such as refrigerators, air conditioners and electric freezers, and the share of kitchen appliances ranks first in the industry with absolute leading edge;
ZTE: The latest rolling P/E ratio is 24.99 times, and the net profit of the interim report increased by119.6% year-on-year;
The company is the main participant in domestic 5G scale commercialization and the top five mobile communication equipment vendors in the world, with the earliest 5G layout, high R&D investment and leading standards and technologies. Accumulated a number of patents on key technologies of 5G such as ultra-dense network and SDN, and established cooperation with three major operators in the 5G field;
Zijin Mining: The latest rolling P/E ratio is 26.26 times, and the net profit of the interim report increased by174.6% year-on-year;
The domestic output of gold, copper and zinc minerals ranks among the top three in China;
The company is a large multinational mining group, mainly engaged in the exploration and development of gold, copper, zinc and other mineral resources around the world, moderately extending the smelting and processing and trade business, and has a relatively complete industrial chain.
In June 20, the company plans to acquire 50. 1% equity of Tibet Julong Copper Co., Ltd., whose main business is copper exploration and development, and owns Qulong copper polymetallic mine, Murong Cuola copper polymetallic mine and Zhibula copper mine, totaling 7.95 million tons of copper.
Hengtong Optoelectronics: The latest rolling price-earnings ratio is 26.95 times, and the net profit of the interim report increased by 565,438+0.39% year-on-year;
The company is one of the leading suppliers in the communication industry with the most complete industrial chain in China, and the production and sales of optical fiber and optical cable have been among the top three in China for many years.
The company has a leading technology research and development platform in China, mastered a number of core technologies and independent intellectual property rights of optical rod and optical fiber manufacturing, and has the vertical integrated production capacity of optical rod-optical fiber-optical cable -ODN.
Yili shares: the latest rolling price-earnings ratio is 27.80 times, and the net profit of the interim report increased by 42.48% year-on-year;
The largest dairy enterprise in China, with the first sales volume; It has several major product series, such as liquid milk, milk drinks, milk powder, frozen drinks, yogurt and so on. And all types of dairy products are market leaders;
Fosun Pharma: The latest rolling price-earnings ratio is 29.48 times, and the net profit of the interim report increased by 44.77% year-on-year;
Leading biopharmaceutical industry, with the whole industry chain of medicine and health;
The company is mainly engaged in pharmaceutical manufacturing and research and development, medical services, medical diagnosis and medical devices, pharmaceutical distribution and retail, focusing on pharmaceutical manufacturing and research and development and focusing on medical services.
Note: No matter how good the logic is, we should choose the timing of intervention and withdrawal according to the trend of market ups and downs. The share prices of some of the above companies have increased greatly recently, so don't chase them up!
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