SMM4 January 1: early trading index nearly flat open, followed by shock higher, Chuang index, Shenzhen index rose more than 1%. On the plate, car stocks were stimulated by the good news, Tesla concept followed the rise, food and beverage consumption concept continued to be strong, agricultural plate general correction. On the whole, the capital mood is more positive, the long early market strength, the market makes money the effect is better. Near the morning close, the two cities closed somewhat narrowed, the three major index high consolidation after the collective decline. On the disk, semiconductors, 5G and other scientific and technological themes have been pulled up one after another, photovoltaic, screen display concepts come from behind, plate rotation accelerated, the overall market rose and fell less, fried board rate is general, funds do more emotion emerging, but sustained to be tested. As of press time, the Shanghai index was up 0.30% at 2758.66 points, the Shenzhen index was up 1.10% at 10071.56 points, and the Chuang index was up 0.89% at 1888.54 points.
Abnormal review
C2M concept led the way, Whirlpool fell by the limit, Dili shares, Qingdao Golden King, Meibang clothing and other collective weakness.
The concept of the whole vehicle is high, Lifan shares rose by the limit, China heavy truck, Zhongtai Automobile rose 5%, Yaxing bus, BAIC Blue Valley rose slightly.
Securities plate pulled up, Guosheng gold rose 4%, Bank of China Securities, Huatai Securities, Zhejiang Securities rose slightly.
Semiconductor and component plate pulled up, Tongfu micro electric rose 8%, Jingfeng Mingyuan, Starr semiconductors, Aihua Group, Fenghua Hi-Tech rose.
MINILED plate pulled up strong, Abyson straight up the limit, Zhiyun shares, Dongshan Precision, Zhaochi shares, TCL Technology and so on.
Agricultural planting plate continued to decline, snow banyan biology once fell by the limit, Honghui fruits and vegetables, Suken agricultural development, sea seed industry, Dabei agriculture and so on.
Rare earth permanent magnet plate continued to pull up, Ya Hua Group rose more than 5%, Jinli permanent magnet, China Baoan, Lingyi Zhizao, Hengdian Dongci rose 3%.
Cement plate change pull up, Sichuan Shuangma rose more than 6%, Ningxia building materials, Bowen science and technology, Qingsong Jianhua, Shangfeng cement and so on.
Bank stocks rose, Zhangjiagang Bank, Qingnong Commercial Bank rose 3%, Zijin Bank, Ping an Bank rose.
Lithium battery concept stocks strengthened, Tianqi lithium industry rose by the limit, Dangsheng technology, Huayu cobalt industry, Enjie shares rose more than 7%.
Message surface
[Shenzhen Municipal Party Secretary investigates new infrastructure construction and hopes to speed up the construction of 5G base stations with extraordinary measures.]
On March 31, Wang Weizhong, secretary of the Shenzhen Municipal CPC Committee, went to China Mobile Shenzhen Branch and Yueliangwan New Energy Integrated Depot to investigate the construction of new infrastructure in Shenzhen. He said that Shenzhen is the first 5G independent networking city in the country, and will take the lead in achieving full coverage of the 5G network in August this year. It is hoped that China Mobile Shenzhen Branch will give full play to its advantages, strive to cover resources, speed up the construction of 5G base stations with extraordinary measures, and help Shenzhen create a city-wide full-scene 5G application environment. It is necessary to co-ordinate and promote the construction and layout of charging facilities for new energy vehicles, support enterprises in tackling key core technologies, and constantly upgrade the energy level and level of the development of the new energy vehicle industry.
[national standing Committee: increase the reloan and rediscount amount of small and medium-sized banks by 1 trillion yuan to further implement the targeted reduction of small and medium-sized banks]
Executive meeting of the State Council: strengthening inclusive financial support for small and medium-sized enterprises. We will increase the reloan and rediscount amount of 1 trillion yuan for small and medium-sized banks, and further implement a targeted reduction in the standard of small and medium-sized banks.
[the Development Plan of Hainan National Sports Tourism demonstration Zone will soon be issued that does not involve horse racing.]
In response to recent individual media reports on the formulation of the "Hainan Horse Racing Development Plan" by the Hainan Provincial Department of Tourism, Culture, Radio, Television and Sports, the main person in charge of the Hainan Provincial Department of Tourism and Culture said: the Provincial Tourism and Culture Department has formulated the "Hainan Provincial National Sports Tourism demonstration Zone Development Plan," not the "Hainan Horse Racing Development Plan." "Hainan National Sports Tourism demonstration Zone Development Plan" has been approved by the provincial party committee and provincial government, will soon be issued, does not involve horse racing content.
Institutional point of view
Huaxin Securities believes that with the national epidemic prevention and control achieved positive results, local models issued consumption vouchers, the introduction of financial subsidies and other measures, a series of government measures to stimulate consumption, is expected to promote the growth of consumer demand. With the gradual recovery of consumer demand, the alcohol industry inventory digestion after re-benign replenishment, the consumption end of the alcohol market will gradually warm up. Coupled with the continuous fermentation of the overseas epidemic, large consumption will play a mainstay role, consumer valuations will pick up, and the consumer sector will strengthen again.
Anxin Securities said that with the introduction of global monetary and fiscal policies, market concerns about liquidity risk have gradually receded; for the A-share market, the overall market valuation is already at the bottom of history and should be strategically optimistic. In the medium term, it is currently in a transitional period in a bull market.
Haitong Securities pointed out that the Federal Reserve unlimited easing alleviated the liquidity crisis, domestic policy hope to increase, the dawn of light, A shares into a period of rebound. However, the global fight against the epidemic will still be in a difficult period for some time to come, the market may rebound after the rebound, and the trend rise will have to wait for the overseas epidemic inflection point and domestic fundamental data to pick up again.
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