SMM news: the two cities opened high, after the opening of the index quickly pulled up, the index rose more than 1%. On the disk, lithium battery plate active, the two stocks rose. After the shock of early trading, the index began to weaken unilaterally, the three major indexes turned green, medicine, science and technology blue chip diving. Near the end of the morning, the index fell again, the gem index fell more than 1.5%, the military plate pulled up against the trend. On the whole, the stocks of the two cities fell more or less, the fried board rate was higher, the overall mood of the market was weak, and the money-making effect was poor. By midday, the Shanghai index closed at 2886.47 points, down 0.59 per cent, the Shenzhen Composite Index closed at 9651.72 points, down 1.26 per cent, and the index closed at 1688.07 points, down 1.47 per cent.
Abnormal review
Cobalt concept opened stronger, Jubilee science and technology rose by the limit, cold sharp cobalt industry, Dangsheng technology, Huayu cobalt industry and other collective high open
Lithium battery concept rose, Ningde era rose more than 9%, leading intelligence, Putai, Cunninghamia lanceolata shares rose
The concept of intellectual property rights rose, Tuoer thought of rising limit, reader media, Chinese publishing and so on.
Coal mining and processing plate strengthened, Anyuan coal industry rose by the limit, Yongtai Energy, Zhengzhou Coal Power, Jingyuan Coal Power, Shanxi Coking and so on.
5G concept strengthened, Dongxin rose peacefully by the limit, Wentai science and technology, Yongding shares, Tianxia wisdom, Shunluo electronics and so on all rose more than 5%
The concept of liquor is weak, Shanxi Fenjiu fell 5%, Luzhou laojiao, this fate, Shuijingfang, alcoholic wine and other collective decline
Consumer electronics concept continued to decline, Lance technology fell by the limit, Goer shares, a total of electrosound, crystal optoelectronics, Lixun precision and so on
The military industry concept unit changed to pull up, Tianhai defense straight line pull board, Jianglong boat, sub-star anchor chain, medium ship defense, China coastal defense and so on all pulled up sharply.
Message surface
[the two ministries issued the negative list of Market access (2019 version)]
With the consent of the CPC Central Committee and the State Council, the National Development and Reform Commission and the Ministry of Commerce formally issued and implemented the negative list of Market access (2019 Edition) in the near future. The list (2019 version) included a total of 131 items, 20 fewer than the list (2018 version). It will be included in the "negative list of Industrial access in Local key Ecological functional areas and the main producing areas of Agricultural products (or prohibited catalogue)", and 23 negative lists of market access categories compiled and issued by each region will be cancelled, and the system of "one national list" will be more perfect. (NDRC website)
[Bureau of Statistics: GDP of 91.9281 trillion yuan in 2018]
According to the (GDP) accounting system of China's GDP and the results of the fourth National Economic Census, the National Bureau of Statistics revised the preliminary GDP accounting figures for 2018, according to the Bureau of Statistics. The main results were as follows: the gross domestic product in 2018 was 91.9281 trillion yuan, an increase of 1.8972 trillion yuan, or 2.1 percent, over the initial estimate. The revised added value of the primary industry is 6.4745 trillion yuan, the proportion is 7.0%, the added value of the secondary industry is 36.4835 trillion yuan, the proportion is 39.7%, and the added value of the tertiary industry is 48.9701 trillion yuan, the proportion is 53.3%.
[Microsoft: licensed by the US government to export mass market software to Huawei]
"on November 20, the US Department of Commerce approved a license for Microsoft to export mass market software to Huawei," a Microsoft spokesman said. We thank the department for the action it has taken in response to our request. " (paper.cn News)
Institutional point of view
Everbright Securities: suggest seizing structural opportunities. In the short term, it is an indisputable fact that all kinds of subject matter stocks driven by profits have been hot speculated by funds in the near future. As long as the market is stable, the operating opportunities brought by this kind of subject stocks are still worth gaming, but it is necessary to note that no matter what kind of stocks are operated and which hot spots to pursue, under the circumstances that the general direction of the current market is still unclear and the news is unstable, the position should be well controlled. Maintain a fast-in and fast-out strategy so that you can make a profit while avoiding some of the risks that may arise at any time.
Citic Securities: since the beginning of the year, the central bank has been using a variety of means to recover the base money at the same time. The liquidity fluctuation between banks has increased, resulting in the mismatch of the capital period of the banking system and the difficulty of credit issuance. Recently, the central bank's attitude towards monetary policy has changed, and the total amount of liquidity in the medium and long term has increased. The central bank's re-liquidity net investment may be due to the insufficient amount of reserves, and the high probability of long-term liquidity investment in the later stage of monetary policy can be expected.
Shanxi Securities said that looking forward to the future, it is expected that the index will still maintain a volatile pattern, only more than a month left this year, the difficulty of market upward breakthrough has increased. From the point of view of the plate, the basis of continuous decline does not have for the time being, but it is difficult to have a strong sustained market under the intensification of market volatility. Compared with the previous period, the recent plate rotation has become more random, making it more difficult to step on the rhythm. It is recommended that investors stick to high-quality stocks or appropriately reduce positions to control withdrawal.
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