SMM5 13: morning three major indexes opened low, followed by shocks higher. On the disk, UHV, semiconductors and other technology plates are relatively strong, liquor, food processing and other consumer stocks have also pulled up, yesterday showed a strong cement, paper plate collective correction. On the whole, the market differentiation is still the same, hot plate rotation stirring. Individual stocks fell more or less, fried board rate is higher. Near noon, the index continued to show a concussion and warming trend. On the market, liquor stocks, dairy and other consumer sectors are still strong, technology stocks all fell back after rising. In the afternoon, the index continued to shock pull up, all three major indexes turned red. In late trading, the index continued to warm up, gem performance is relatively strong. On the disk, brokerage stocks once pulled up, but the persistence is not good. In addition, graphene plate affected by the news, liquor stocks continued a strong momentum. On the whole, the mood of funds in the final market is gradually active, and the money-making effect has improved.
Specifically, by the close of trading, the Shanghai index was up 0.22% at 2898.05 points, the Shenzhen Composite Index at 11074.59 points, up 0.54%, and the Chuang Index at 2140.68 points, up 0.78%.
Plates and individual stocks
Food and beverage plate continued to rise in the afternoon, as of publication, Anji food, Tianwei food, friend food and so on rose by the limit, bright dairy rose more than 8%, double tower food rose more than 7%, Miao Kelando, Huifa food and so on rose more than 6%.
The main capital inflow into the top 10 today
Review of changes
Semiconductor and component plate change pull up, Perry shares rose by the limit, northern Huatuang rose 7%, divinity shares, Bomin electronics, Ziguang Guowei, Chaohua technology and so on.
UHV plate change pull up, Baotang electric straight line limit, Shenma electric power, Han cable shares, McAudi, rely on smart electricity and so on.
The concept of liquor rose slightly, Luzhou laojiao rose 3%, and alcoholic wine, Gujing tribute wine, Yingjia tribute wine and so on rose.
Aquaculture sector continued to pull up, Shengnong development rose more than 5%, Tianshan biology, Xiangjia shares, Minhe shares, good home and so on.
Rural e-commerce plate change pull up, supply and marketing set straight up, Sichuan Meifeng rose more than 7%, Yi Yatong, Batian shares, agricultural products, Youa shares rose.
Food processing manufacturing sector continued to strengthen, Youyou food trading, Anji food, Tianwei food, lotus health previous seal, twin towers food, new dairy up more than 6%.
Mask plate near midday change pull up, Teda shares rose, search in the special, Xinlong holding, Guoen shares, Dawn shares have strengthened one after another.
Securities plate pulled up slightly, CIC capital rose 2%, Bank of China Securities, China Galaxy, Nanjing Securities and other collective rose.
Graphene concept change pull up, gorgeous family pull up the seal, Del future, new gold road, Dongxu optoelectronics and so on.
Message surface
[Citic Securities: us ban on semiconductor foundry in China is rumored]
Citic Securities Electronics Group asked about the relevant listed companies, SMIC International, Huahong Semiconductor said it had not received similar letters. Earlier, according to media reports, US semiconductor equipment companies LAM (Pan Lin Semiconductor) and AMAT (should material Company) sent letters to domestic semiconductor contract factories (such as SMIC International and Huahong Semiconductor, etc.), demanding that the production of military products with their equipment be banned and that the "unlimited traceability" mechanism be activated.
[MSCI China A-share onshore index increased by 61 stocks]
The results of the MSCI semi-annual review showed that the MSCI China A-share onshore index increased by 61 stocks, excluding 18 stocks, and the MSCI China index increased by 56 stocks, excluding 54 stocks.
[China Automobile Association: sales of 11 key car companies fell 13.9% in early May compared with the same period last year]
According to the statistical analysis of the China Association of Automobile Manufacturers, in early May, the production and sales of 11 key automobile production enterprises reached 429000 and 351000 respectively, down 19 per cent and 19.9 per cent respectively compared with the first ten days of April. Production increased by 2.0 per cent compared with the same period last year, and sales fell 13.9 per cent compared with the same period last year.
[three mandatory national standards for electric vehicles]
The three mandatory national standards, GB 183842020 "Safety requirements for Power batteries for Electric vehicles", GB 30381-2020 "Safety requirements for Electric vehicles" and GB 38032-2020 "Safety requirements for Electric passenger cars", organized by the Ministry of Industry and Information Technology, will be approved and issued by the State Administration of Market Supervision and Administration and the State Standardization Administration Committee, and will be implemented on January 1, 2021. (Ministry of Industry and Information Technology website)
[central bank: actively using big data, artificial intelligence, cloud computing, blockchain and other technologies to strengthen digital regulatory capacity building]
Recently, the first meeting of the Financial Science and Technology Committee of the people's Bank of China was held in Beijing in 2020. The meeting studied the theoretical research, planning guidance and application practice of financial science and technology, and clarified the focus of the next step of work. Fan Yifei, member of the Party Committee and deputy governor of the people's Bank of China, presided over the meeting and spoke. The meeting stressed that it is necessary to strengthen the practice of supervising the application of science and technology, actively use big data, artificial intelligence, cloud computing, blockchain and other technologies to strengthen the building of digital regulatory capacity, and constantly enhance the technical and prevention capabilities of financial risks. we will enhance the professionalism, unity, and penetration of supervision, and contribute scientific and technological strength to resolutely win the battle of financial risk prevention and control and the work of resuming work and production. (central Bank website)
Institutional point of view
Citic Securities said that May is the best investment window in the second quarter of this year, the rhythm tends to rise slowly, the configuration is still recommended to new and old infrastructure and related technology leaders (5G, cloud computing, new energy vehicles, etc.) as the main line, at the same time, it is suggested to gradually layout the high-quality stagflation plate suppressed by the epidemic in the early stage.
Citic Construction said that the current valuation of the A-share market is relatively low, undervalued, high growth, high liquidity of high-quality assets are attractive to long-term capital. In addition, the opening up of the domestic capital market has also been unprecedented, and guiding the entry of long-term funds has become the main tone, which has laid a solid foundation for the long-term development of the market in the future. At the same time, with the "two sessions" time window approaching, under the expectation that the policy fully supports the economy, the market risk preference will be maintained at a certain level. Taken together, the short-term market may be dominated by structural markets. Operationally, investors are advised to pay attention to controlling positions and pay attention to bargains: relatively deterministic investment opportunities in areas such as big infrastructure (construction, building materials, machinery), some new infrastructure (5G, cloud computing, big data centers, etc.), and promoting consumption (cars, small household appliances, domestic tourism).
Western Securities pointed out that based on the expected EPS adjustment trend in 2020, A-share earnings expectations repair much faster than U. S. stocks and H shares. This means that the financial sector earnings have been limited by the impact of the epidemic, the future valuation repair is more flexible. The style plate (gem) or industry plate (growth) where earnings expectations tend to improve is expected to benefit from valuation flexibility.
Everbright Securities believes that the current A-share market valuation is slightly low, it is recommended that long-term value investors can actively buy, short-term investors do not need to worry too much. Configuration, focus on the counter-cyclical grasp of the main line of pure domestic demand, including new and old infrastructure (building materials, construction, machinery, 5G) and cars, pay attention to the recovery of the fundamentals of optional consumption, the worst period of the science and technology plate has also passed, can be arranged on the left side of the bargain.
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