SMM September 6: the three major stock indexes opened slightly higher in the morning after concussion lower, Prev once turned green, intraday 5G, semiconductor and other plates strengthened, driving the index to stabilize and rebound, brokerage plate slightly higher but average strength, the stock index fell back again. In the early morning, the military industry and port plate rose suddenly, and the pork plate weakened as a whole. On the whole, the market bulls remained on the sidelines, stocks rose more and fell less. In the afternoon, the three major indexes turned green, the intraday radio and television system, fluorine chemical industry, environmental protection plate rose slightly, near the end of the brokerage plate strong, the three major stock indexes once again stabilized to recover and turn red. The desire of the bulls in the market is not strong, and the turnover of the two markets has shrunk.
By the end of the day, the Prev index closed up 0.46% at 2999.60 points, the Shenzhen Composite Index closed at 9823.42 points, up 0.41%, and the creative index closed at 1692.24 points, up 0.19%. The net inflow of funds to the north was nearly 9.2 billion yuan.
Plates and individual stocks
5G plate performance strong, as of the close, Farsheng, Dongtu Science and Technology, Tianhe Defense, Jia Linjie, Super Communications, Infineto rose limit, ZTE, Changying Precision, Heng Tong Optoelectronics and other stocks rose.
Plate capital flow
Main net inflow into the top five sectors of the industry: communications equipment, insurance and other, banking, vehicles, agricultural services
Main net inflow concept plate top five: network slice, Internet of things, edge computing, smart city, Chinese prefix stock
The main net inflow into the top 10 stocks: ZTE, China Ping an, Beijing Oriental A, China Unicom, Hengrui Medicine, flush, Haikang Weiwei, Ping an Bank, Dahua shares, China Merchants Bank
Review of abnormal movement
The concept of gold fell at the opening of the day, with Yintai Resources and Shengda Mining all down more than 5%, Hengbang shares, Shandong Gold, Western Gold and other stocks down more than 4%.
The whole car plate opened actively, Yaxing bus second board, FAW Xiali bus, Yutong bus, Zhongtong bus and so on.
Artificial intelligence plate is strong, big intelligence sealing board, Harbin industrial intelligence once touched the limit, the game for intelligence, real intelligence, Zhongke Chuangda and so on are all strong.
5G plate quickly pulled up, Falsheng, Super Telecom, Xinyisheng and other collective sealing boards, ZTE rose 8%, Datang Telecom, Tianfu Communications and so on rose.
The aquaculture sector continued to decline, while Zhengbang Technology, New Hope, Lihua shares, Muyuan shares, Zhenghong Technology and other collective fell, down more than 3%.
The securities plate rose slightly, Nanjing Securities rose more than 7%, Huaxin shares, Guotai Junan, Citic Securities and so on rose slightly.
The port shipping plate was pulled up, Dalian Port was closed in a straight line, Jinzhou Port, Nanjing Port, Lianyungang, Guangzhou Port, etc., followed by the rise of Jinzhou Port, Nanjing Port, Lianyungang Port, Guangzhou Port and so on.
The animal vaccine sector rose rapidly, with stocks of Chinese animal husbandry, biology and Plaiko up more than 5%, and stocks such as Rip Biology and Azure Biology rose.
Defense and military industry plate quickly pulled up, dawn aviation straight line impact board, Tianhe defense, space development, Elada, Shanghai Hanxun pulled up and strengthened
The radio and television plate rose in the afternoon, and the radio and television network rose by more than 6 percent, while Hubei Radio and Television, Guiguang Network and Guangxi Radio and Television rose slightly.
Fluorine chemical plate slightly stronger, Zhongxin fluorine material rose 5%, multi-fluorine more, Jacques technology, Sanmei shares and other small rise
Titanium dioxide plate abnormal pull up, dragon python Baili, nuclear titanium dioxide, Anada, Jinpu titanium industry and other collective pull up
The plate of environmental protection engineering rose at the end of the day, Dechuang environmental protection impact rose, green power, China jacaranda, Huicheng environmental protection, Xingyuan environment and so on rose.
The securities plate rose in late trading, Nanjing Securities rose more than 7%, Citic Construction Investment, Huaxin shares, Guotai Junan and so on strengthened.
Message surface
[approved Master Plan for Taiping Bay Port area of Dalian Port]
According to the Liaoning Daily on September 6, the reporter learned from the Dalian Municipal Bureau of Transportation on September 5 that the "Dalian Port Taiping Bay Port Master Plan" (hereinafter referred to as "the plan") has been formally approved by the Ministry of Transportation and the Liaoning Provincial Government. The Plan was officially launched in 2010. With the continuous deepening of the integration of port resources in Liaoning, it is increasingly urgent to speed up the construction of Dalian Northeast Asia International Shipping Center and promote the integrated development of "port production city" in Taiping Bay Port area.
[Ning Jizhe: timely use of policy tools such as general and directional reduction]
Ning Jizhe, vice minister of the National Development and Reform Commission and director of the National Bureau of Statistics, said at a symposium on the 2019 China Development High-level Forum sponsored by the China Development Research Foundation on the 6th that the next step will be to adhere to the general tone of the work of seeking progress in the process of stability, step up efforts to do a good job of the "six stability" work, step up the intensity of countercyclical adjustment, and promptly use tools such as universal and directional reduction of the standard.
Yan Qingmin, vice chairman of the CSRC: is promoting the drafting and formulation of a securities law that will raise the cost of violations in the capital market. Yan Qingmin, vice chairman of the CSRC, said at the second small and medium Investor Service Forum in Shanghai on the morning of September 6. At present, we are vigorously promoting the drafting and formulation of securities laws and regulations, which will raise the cost of violations in the capital market and further strengthen the crackdown on securities futures violations. (paperweight News)
Ning Jizhe, vice minister of the National Development and Reform Commission and director of the National Bureau of Statistics, said at a high-level forum on China's development today that it is necessary to increase the production and supply of pork, fruit and vegetables to ensure overall price stability. It is necessary to increase the intensity of counter-cyclical adjustment and keep the economy running in a reasonable range. It is necessary to make up for the shortcomings, expand domestic demand and benefit the people's livelihood with effective investment. (the country is a through train)
[trillion-level long-term funds accelerate into the market 3000 points glue position layout survey] according to the 21st century economic report reporter understand, long-term funds are accelerating into the market layout A shares. In fact, the new policy is promoting the entry of long-term funds into the market, foreign investment, social security funds, insurance, pension funds and other long-term funds trillion funds into the market can be expected. In the first half of the year, long-term funds generally prefer white horse blue chips. (21st Century Economic report)
Institutional point of view
Pacific Securities said that at present, we should still first configure the electronic and computer sectors that have benefited from the rebound in the performance of 5G construction. Southwest Securities also said that the industry's early rise in electronics, communications, computers are still expected to continue to maintain vitality.
Guosheng Securities: Thursday's rally fell back, reflecting the existence of a certain selling pressure above 3000 points, indicating that there are some differences in the market. However, this belongs to the normal profit-taking after continuous rise, which is technically reasonable. After the market has completely made up the gap of 2900 on August 2, the technical pressure in the future is in the 3050 region, and the rebound of the market is expected to launch an impact on this target.
Haitong Securities: yesterday, the major indexes rose under the stimulus of falling expectations, accompanied by an upward short gap, which fell somewhat in the afternoon, and the Prev index returned to 3000 points in the afternoon. We believe that the market rose continuously in the early stage to meet the positive volume rise, which was largely affected by mood. In the absence of a significant increase in new accounts, yesterday's trading volume reached the level of the top period of April. It mainly depends on the promotion of the organization and the two integration. However, looking back at the overall fundamentals, excluding big finance and two barrels of oil, all listed companies reported half-year revenue growth of 9%, deducting non-net profit fell by 1% compared with the same period last year, it can be seen that the downward pressure on the economy is still relatively large. Whether this pressure can effectively ease in the second half of the year, we think we still have to be cautious. The growth rate of some industries is still relatively good, such as the electronic components industry, especially the upstream printed circuit board PCB industry companies most of the semi-annual growth rate is good. Therefore, it is suggested that investors, starting from the fundamentals, pay close attention to their positions in stocks and analyze whether the industry and performance are in the upward channel.
Bank of China International Securities said that the current market has reflected enough profit downward expectations, valuation repair is expected to dominate the September market. In terms of liquidity, with the opening of the global liquidity easing cycle, we can pay attention to the decline of the risk-free interest rate hub in the domestic market. FTSE Russell and other international indexes will gradually include more A shares, the market is expected to usher in 10 billion level of incremental allocation of funds. In terms of valuation, as the marginal impact of external shocks weakens, reform policies are expected to boost risk appetite.
Everbright Securities: the country often releases a signal to cut interest rates. Driven by multiple advantages, the A-share market has been warm recently, and the three major stock indexes have all risen four times in a row. With the recent strength of the stock index, A-share trading volume has increased significantly, indicating that over-the-counter incremental funds have gradually entered the market. Under the general rising pattern, we should continue to pay attention to deterministic high growth, subdivide the high-quality leaders of the industry, and guard against varieties with excessive short-term increases.
Hualong securities: Thursday's rally is the market's response to the falling expectations, the three major stock indexes rose sharply in early trading, the major indexes rose as high as 2%, and the Prev index encountered strong pressure above 3000 points in the afternoon, rush high and fall back, again indicating that the pressure above 3000 points is heavy, and the attack in the future still needs to be fully concussed and digested. Science and Technology Innovation Board and the main board market have the law of rotation rhythm conversion, which can be paid more attention to during the consolidation period of index concussion. Steady investors: the market is still in a downward trend, continue to be patient, good performance of blue chips and growth leaders can be given due attention. Radical investors: continue to be low-suction, control positions, raise positions and reduce technology targets, lock in profits. The short term can focus on the seed industry. Science and Technology Innovation Board and other rotation opportunities.
[focus] 2019 China rare Earth permanent Magnet Industry Market Application Development Forum
The trade war between China and the United States has made rare earths become the focus of global attention. China has the largest rare earth industry resources and export dominance in the world, and the world is highly dependent on China's rare earths, especially the United States. How will China make good use of the development advantages of the rare earth industry in the future? how to improve the development of the industry, monitor and crack down on black rare earths in order to standardize the ecological environment of the industry, and whether the rare earth industry has become a rising star after it has been put forward for strategic development? Whether the rare earth enterprise ushered in the tuyere? How will the price of rare earths go? At the 2019 China rare Earth permanent Magnet Industry Market Application Development Forum, SMM will invite industry experts and enterprise bigwigs to interpret the market focus topics for everyone, and provide technical professional guidance for the high-quality development of enterprises, so as to help enterprises have more advantages in the fierce competition. Welcome to the summit, together with the industry!
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