Zheng Quan Shi Bao·2025-06-19 11:29Group 1 - The A-share market has shown resilience this year, with the Shanghai Composite Index remaining positive despite earlier declines and tariff impacts [1] - Analysts suggest that there are still numerous investment opportunities in the market, particularly in undervalued, high-growth stocks that have experienced significant declines [1] - Donghai Securities recommends focusing on low-valuation sectors such as petrochemicals, chemicals, and non-ferrous metals for long-term investment [1] Group 2 - Among stocks rated by three or more agencies with a net profit growth of over 30% year-on-year in Q1, 15 stocks have a closing price below 10 yuan and a rolling P/E ratio below 20, with some down over 5% this year [2] - Low P/E ratios indicate that these stocks may be undervalued relative to their earnings, presenting potential for significant returns as market values normalize [2] - High growth is evident in stocks like China CRRC and Lutai A, with Q1 net profit growth exceeding 100%, and China CRRC showing over 200% growth [2] Group 3 - Some stocks have seen increased holdings from northbound funds, with Liugong's shareholding reaching 6.3% by the end of Q1, an increase of 0.56 percentage points from the end of the previous year [2] - Other stocks such as China Aluminum, Tangrenshen, Bailong Oriental, and State Grid Yingda also received increased investments from northbound funds in Q1 [2]