Water pump demand exceeds expectations New straight pump pull limit

New Territories Pumps K Line

Yesterday, affected by the bearish news, the Shanghai and Shenzhen stock indexes opened lower inertially and set a new low in the recent adjustment. The Shanghai Composite Index once fell below the 2,700-point integer mark, but it was driven by rapid pull-ups in the New Territories Pump Industry and the South Pump Industry. After the index fell sharply, it rebounded. In the afternoon, bank stocks rose significantly, but the boost effect on the stock index was not obvious. Especially after 14 o’clock, the broad market dipped in accordance with “convention”, indicating that the rebound is still not the time.

With the intensification of the drought, the concept of drought has once again become an eye-catching landscape on the market. New Territories Pumps, Qinglong Pipes, Daxu Water Conservation, and Three Gorges Water Conservancy have all reached their daily limit. Xinjiang Tianye, Anhui Water Resources, and Guotong have all gained more than 4%, and the entire sector has risen almost entirely.

The recent domestic drought has caused the New Zealand Pump Industry (002532), a leading agricultural pump company, to receive widespread market attention. The stock rose to a daily limit of 11.8 yuan after it opened flat yesterday. The New Territories pump industry is the leading domestic agricultural pump industry.

Founder Securities believes that the drought is very unfavorable to the entire A-share market, but it also positively stimulates the share prices of some listed companies. It is necessary to make some psychological preparations for the possible sustainability of the drought. The following directions are:

1. Companies that have benefited from water conservancy construction equipment, such as Qinglong Pipe, which specializes in water supply and drainage pipelines, and New Territories Pump Co. Under the influence of drought, the market demand for pumps may exceed people's expectations.

Second, due to the drought and increased prices expected agricultural and sideline products, such as Long Ping Gaoke, young eagle farming, animal husbandry, New Hope, Great Lakes shares, Shengnong development.

Third, due to the drought caused by the shortage of water and electricity supply, it also brings certain investment opportunities for water-saving energy-saving equipment, such as the East China Electronics Co., Ltd. in the field of energy-saving and water-saving concepts.