What is the leading boss of real estate, steel, non ferrous metal chemicals, railways, consumption a

The real estate leader is Chinalco 601600

This type of ** is mostly speculative**. Such as automobile manufacturing companies or real estate companies, when the overall economy rises, these also rise rapidly; When the overall economy goes downhill, these **also**.

The corresponding counterparts are non-cyclical stocks, which are companies that produce essential goods that do not change much in demand, such as food and medicine, regardless of the economic trend.

Investors should not be too superstitious about the P/E ratio, because it is often misleading for investing in cyclical stocks, and cyclical stocks with low P/E ratios do not mean that they have investment value, and on the contrary, high P/E ratios do not necessarily mean that they are overvalued.

Take steel stocks as an example, in the downturn, their P/E ratios can only remain in the single digits, and the lowest can reach less than 5 times, if investors compare it with the average P/E ratio level of the market, they think"Cheap"Later, you may face a long wait, miss out on other investment opportunities, and even suffer further losses.

Throughout the economic cycle, the cyclical performance of different industries varies. When the economy has an inflection point at the trough and has just begun to recover, basic industries such as petrochemicals, construction, cement, and paper will be the first to benefit, and the stock price will also start in advance.

In the subsequent recovery and growth phase, capital-intensive industries such as machinery and equipment, cyclical electronics and related parts industries will perform well, and investors can adjust their positions **Relevant**.

At the peak of the economic boom, business is booming, and the protagonist of the upswing at this time is the non-essential consumer goods, such as cars, high-end clothing, luxury goods, consumer electronics and tourism and other industries.

Some sectors are cyclical based on economic changes and market trends, and here are some of the cyclical sectors and the leaders of the sector**.

Non-ferrous plates: Zhongjin Lingnan, Chihong zinc germanium, Jiangxi copper.

Chemical sector: chlor-alkali chemical, Zhongtai chemical, Bluestar cleaning.

Iron and steel plate: Sangang Minguang, Xining Special Steel, Anshan Iron and Steel.

Real estate sector: Poly Real Estate, Vanke A, China Merchants Real Estate.

Coal sector: Yanzhou Coal, China Coal Energy, China Shenhua.

Cement plate: Conch cement, horse racing industry, Qilian Mountain.

Finance and insurance sector: Bank of Ningbo, Minsheng Bank, China Merchants Bank, Ping An of China, Northeast China**, CITIC**.

Automobile sector: Yutong bus, FAW car, Dongfeng Motor.

For example, the steel plate and the chemical plate have a large cycle, and the ** plate are all cyclical.

If easing policy is expected, the non-ferrous metal sector will maintain appropriate attention. ** and copper, zinc, nickel and other varieties in turn the most beneficial. From now on, it is advisable to focus on the following companies step by step:

It is recommended to pay due attention to Jiangxi Copper (600362), Western Mining (601168) and Chihong Zinc and Germanium (600497).

It is reiterated that it is recommended to actively pay attention to ** listed companies in the coming period, focusing on the leading stocks Shandong ** (600547), Zijin Mining (601899) and CICC ** (600489). Other mineral-related concept stocks can only be concerned.

It is recommended to maintain continuous observation of Yun Aluminum Co., Ltd. (000807).

The leading stocks in the titanium sector pay attention to Baoti shares, Baililian, Annada, Pangang vanadium and titanium.

Fifth, tungsten, molybdenum, antimony, and tantalum have shown signs of stabilizing and rebounding, and we can pay attention to the opportunities of related small metal leading stocks, including Chenzhou Mining, Xiamen Tungsten, Baotou Iron and Steel Rare Earth, Gold and Molybdenum Co., Ltd., Long March Electric and Luoyang Molybdenum; Oriental Tantalum Industry, China Nonferrous Metals Co., Ltd., Jiangte Motor Co., Ltd., Luxiang Co., Ltd. in the tantalum sector; The titanium industry sector pays attention to Baoti shares and Pangang vanadium titanium;

Sixth, in terms of non-ferrous new material leading stocks, the research report believes that small metals benefit from the development of the upcoming "Twelfth Five-Year Plan" for new materials and support areas, and the industrial scale is expected to grow exponentially. Most of China's rare and small metal varieties with resource advantages are included in the national resource conservation mining species and national strategic storage, enjoying the policy "dividends" of the "Twelfth Five-Year Plan", gradually controlling the supply and demand situation, and the right to speak in pricing is constantly improving.

For example, in terms of non-ferrous metal alloys, the leading stocks pay attention to the sincere industry of copper alloys, Liyuan Aluminum of aluminum alloys, Yunhai Metal of magnesium alloys, 0007633 of nickel alloys, Baoti shares of titanium alloys, AVIC Heavy Machinery, Dongfang Tantalum of niobium alloys, Dongfang Zirconium of zirconium alloys and steel research of high-temperature alloys.

In particular, the leading stocks of magnetic materials focus on Taiyuan corundum, Zhongke Sanhuan, Ningbo Yunsheng, Zhenghai magnetics, and Galaxy magnets.

The leading stocks in the rare earth sector focus on Baotou Iron and Steel Rare Earth, Guangsheng Nonferrous Metals, Zhongke Sanhuan, Galaxy Magnet, China Nonferrous Metals Co., Ltd., and Minmetals Development.

Aluminum Corporation of China, Yunnan Copper, Jiangxi Copper, Tongling Nonferrous Metals, Nanshan Aluminum, etc.

Blue chips refer to stable cash dividend policies that have higher requirements for the company's cash flow management, and are usually referred to as "blue chip stocks" by companies with better operating performance and stable and higher cash dividend payments. Blue chips mostly refer to long-term stable growth, large-cap, traditional industrial stocks and financial stocks. The term "blue chips" originates from Western casinos, where there are three colors of chips, with blue chips being the most valuable.

As the name suggests, theme stocks are hype**. It usually refers to some emergencies, major events or unique phenomena that make some ** have some common characteristics (themes), which can be used by speculators to play and can cause the market to follow suit. For example, the asset restructuring sector, the WTO sector, the western concept, etc.

Plates refer to groups that are artificially grouped together because they have a common characteristic, and this feature is often used by the so-called bookmakers for speculation.

**Some of the characteristics of the plate may be geographical, such as "Jiangsu plate" and "Pudong plate"; Some may be performance-based, such as the "high-performance sector"; Some may be related to the business behavior of listed companies, such as "mergers and acquisitions"; There are also industry classifications, such as "steel sector", "technology sector", "financial sector", "real estate sector", etc., and so on. In short, almost anything can be named a plate, as long as this name can become the subject of ** hype.

There are a total of 52** non-ferrous metal concepts, and the following is a partial list. Among them, 24 non-ferrous metal listed companies are traded on the Shanghai Stock Exchange, and the other 28 non-ferrous metal concept listed companies are traded on the Shenzhen Stock Exchange.

Non-ferrous metals: A-share listed companies with non-ferrous metal mineral mining, smelting and processing as their main business in the two cities are members of the sector. Sector indices are constructed in a weighted manner of outstanding equity.

Leading stocks in the non-ferrous metal sector: Aluminum Corporation of China, Shandong**, CICC**, Chihong Zinc Germanium, Baoti Shares, Hongda Shares, Xiamen Tungsten Industry, Jien Nickel Industry, Zhongjin Lingnan, Yunnan Copper, Jiangxi Copper, Zhuye Group, Tongling Nonferrous Metals, Lanzhou Aluminum, Yunnan Aluminum Shares, Tin Shares, etc.

Open **Trading**, enter the shortcut key 61 in **, and then press Enter, you can see the top gainers of the day**, and these ** are all popular sectors.

Purpose of looking for hot plates:

First, look for opportunities from the hot sectors** and intervene in the leading stocks to make quick profits.

Second, the performance of hot sectors and leading stocks has a deep and shallow impact on the broader market index and market sentiment. Leading stocks are the soul of the hot plate, and the hot plate is often the backbone of influencing and dominating the direction. In layman's terms, the formation and continuation of hot sectors can affect the active trading of market sentiment, and further affect the direction of the rise and fall of the ** stock index.

Through the analysis of hot sectors and leading stocks, the development direction and rise and fall of the future market can be improved.

Look at which one is faster on the list of gainers, which is the hot plate.

Due to the news that "the reduction may lead to a sharp rise in international oil prices", the oil service sector is hot, and Taishan Petroleum, PetroChina, Zhongman Petroleum, Potential Hengxin, HBP, CNOOC Engineering, CNOOC, etc.

Due to the impact of news such as "Hainan reform continues to deepen in an all-round way", the Hainan plate strengthened intraday, with Luo Niushan, Dadonghai A, Xinlong Holdings, Hainan Expressway, Haihong Holdings, Hainan Ruize and so on rising sharply.

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