万亿级利好！牛市交易法则要牢记！

Market Overview - The Shanghai Composite Index has strongly broken through the 3600-point mark, reaching a new high for the year with a trading volume of 1.9 trillion [1] - There is a significant divergence in individual stock performance, with 1271 stocks rising and 4000 stocks falling, indicating that investors are "earning the index but not making money" [1] Market Dynamics - The current market ecology is characterized by "institutional dominance and passive retail investors" [2] - The market is experiencing a "high-low switch" capital game, with high-tech stocks retreating while the construction and materials sectors are ignited by a 1.2 trillion water conservancy project [10][11] Key Investment Directions 1. Civil Explosives and Detonators - This sector is showing the strongest performance, with many stocks hitting the daily limit [4] - The demand is driven by numerous tunnel and mountain construction projects [5] 2. Construction Machinery - The civil engineering sector is seeing significant investment, particularly in concrete mixing and aggregate processing equipment [6] - Companies like NanFang Road J are leading the market with consecutive limit-ups [6] 3. Tunnel Equipment - The water conservancy projects are primarily focused on tunnel drilling, making this sector a key area of expectation [7] - The market has identified strong opportunities in shield machines and tunnel fans, which are essential for ongoing projects [7] Stock Recommendations - Cement and Additives: Xizang Tianlu, Huaxin Cement, Anhui Conch Cement, China Communications Construction, Subote [8] - Civil Explosives: Gaozheng Civil Explosives, Guangdong Hongda, Poly United, Yipuli, Huhua Co. [8] - Construction Machinery: Flantech, XCMG, Sany Heavy Industry, Zoomlion, Iron Construction Heavy Industry [8] - Tunnel Equipment: China Railway Industry, Shanhe Intelligent, Wuxin Tunnel Equipment, Iron Construction Heavy Industry [8] - Hydropower Main Equipment: Dongfang Electric, Harbin Electric, Zhejiang Fu Holdings [8] - Design and Construction: China Power Construction, China Energy Construction, China Railway, China Communications Construction, Zhuzhou Design, Zhengping Co., Shenzhen Water Planning Institute [8] Trading Strategies - In a bull market, it is crucial to avoid short selling and to hold onto stocks rather than panic selling [12] - Investors should focus on familiar companies and maintain a calm approach, especially during market surges [13]