Yesterday, the A-share market showed a downward trend in the midst of the shock. However, Sanlishi, Baotong Tape Industry (300031, stock bar), Double Arrow (002381, stock bar), Yongjia Electronics and other varieties of tape industry stocks have been active repeatedly, bucking the trend and booming. And Yongli Belt Industry (300230, stock bar) is also relatively resistant to falling, closing out a long lower shadow line. The Bailin holographic financial game model shows that funds are indeed continuing to increase positions in tape industry stocks. So, how do you view the characteristics of this trend?

Tape Products are divided into conveyor belts and transmission belts (mainly V-belts, also known as V-belts). The representative listed companies of the former include Baotong Belt, Shuangjian and Yongli Belt. There are three wrestlers. Although the two types of Products are used in different industrial fields, the conveyor belt is mainly used for charging and conveying in industries such as coal and iron ore. Therefore, the main application of the transmission belt is the transmission of kinetic energy of agricultural machinery.

They all have a common feature, that is, a large amount of natural rubber is used. Natural rubber is currently facing a situation of increasing supply and decreasing demand. Therefore, it is indeed difficult to make a big difference in the price of natural rubber in the medium and long term. Therefore, people in the industry tend to believe that the current price trend of natural rubber is in a downward trend. That being the case, the profitability improvement trend of tape industry stocks that use a lot of natural rubber is on the rise.

At present, the tape industry is also in the trend of upgrading Products. Taking Sanlishi as an example, the company's special skeleton material is one of the core components of high-performance conveyor belts, thus realizing the upward extension of the company's high-end Products industry chain (still in the The first in China), to achieve full self-sufficiency in high-end skeleton materials, and at the same time, the export of some surplus Products (mainly exports) will also bring considerable benefits to the company; 30 million A meters of high-performance V-belts are an important step in the high-end of the company's Products, Products The performance is close to that of foreign leaders, and the price is only half of that of foreign products. The cost performance advantage is very obvious. At the same time, it is about 2 times equivalent to the company's traditional products, and its profitability is strong. All of these mean that the profit prospects of tape industry stocks are indeed optimistic.

To sum up, at present, such individual stocks not only have the catalyst for short-term improvement of performance, but also have the high growth energy of expanding the industrial space given by industrial upgrading. Therefore, there is a strong expectation of an increase in short-to-medium-term valuations.

What's more, at present, a new capital flow has formed in the A-share market, that is, varieties with lower raw material prices and improved profitability are repeatedly favored by funds. This is true for power stocks, tire stocks and other varieties, so they also benefit The adhesive tape industry stocks, which are due to the decline in raw materials and the improvement of profitability, are expected to continue to be favored by funds, which will drive the strength of the stock price. Affected by this, investors are advised to actively pay attention to varieties such as Sanlishi, Baotong Belt Industry, and Shuangjian shares, which are in the main Shenglang.