SMM4 23: early trading A shares high open, followed by a weak shock, the three major indexes all turned green, on the disk, the detection plate has fallen back, the opening plate stocks gradually increased. Near the end of the morning, the index fell more, extractive services pulled up. On the whole, the performance of the market is weak, the stocks of the two cities fall more or less, the fried board rate is higher, the money-making effect is poor. By the end of the morning, the Shanghai index was down 0.06% at 2842.25 points, the Shenzhen Composite Index at 10581.13 points, down 0.34%, and the Chuang Index at 2032.06 points, down 0.54%.
Abnormal review
The concept of rural e-commerce is high, agricultural products, Batian shares, supply and marketing rose, Dabei Nong, Fengle seed industry rose.
The concept of medical device service rose, Mingde biology rose by the limit, Mike biological impact rose by the limit, Daan gene, master biology, gold domain medicine rose more than 7%.
Agricultural planting plate change pull up, Jinjian rice industry rose more than 7%, black sesame, Dabei agriculture, Fengle seed industry, Wanxiangdenong and so on.
Port shipping plate change pull up, Jinzhou port, investment ships, Dalian port, such as straight-line pull up 4%, investment Nanyou, Cosco Haineng, Nanjing port and so on.
Mining services rose, offshore oil projects rose by the limit, CNOOC, Zhongman Petroleum, Bacon Energy and other rapid pull up.
The national defense industry plate pulled up, the Great Wall military industry rose by the limit, Tianhai defense rose by more than 5%, space development, Chinese soldiers red arrow, sub-star anchor chain, Tianjian science and technology rose.
Intellectual property protection plate change pull up, Chinese online up 6%, Kangchen Pharmaceutical, Guangyi Technology, people min net, new hua net and so on.
Message surface
[Shenzhen SME Service Bureau: SME loan discount Policy will continue to be implemented]
With regard to the follow-up financial support for small and micro enterprises, the Shenzhen SME Service Bureau responded that the Shenzhen SME loan discount Policy will continue to be implemented in accordance with the relevant provisions of the Circular of the Municipal Bureau of Industry and Information Technology on the issuance of the "measures for the implementation of the Shenzhen Municipal loan discount Project for dealing with the epidemic of New Coronavirus pneumonia". In conjunction with the Shenzhen Banking Insurance Supervision Bureau, we will strengthen the guidance to the banks and require the banking institutions to strictly check the customs. We will strengthen communication and cooperation with relevant departments, and if any violations of laws and regulations are found and verified, the responsible units and individuals will be punished for breaking their promises in accordance with the rules and regulations.
[state intellectual property Office: working hard to develop an outline of the Strategy of intellectual property Power for 2035]
Shen Changyu, director of the State intellectual property Office, said: at present, we are stepping up the formulation of a strategic outline for strengthening the country with intellectual property rights for 2035, which is of great significance to better promote the two-step approach put forward by the 19th CPC National Congress and build a powerful socialist modern country by the middle of this century. This work was led by the State intellectual property Office last year. On the basis of a series of work, such as departmental research, special research, expert consultation, and international comparison, the first draft of the outline has been basically formed, and preliminary opinions have been solicited within a certain scope. In the next step, we will speed up enrichment and improvement, and plan to submit it to the central authorities for deliberation in the second half of this year
[Xi Jinping: state-owned enterprises are the new force and the main force in resuming work and production]
General Secretary Xi Jinping visited Shaanxi Automobile holding Group Co., Ltd. on the 22nd to learn more about product research and development, production, sales and resumption of production. "Manufacturing is the lifeblood of our economy, and our state-owned enterprises are the new force and the main force, and we should play this role in resuming work and resuming production," Xi Jinping said. Just now I looked at some products, but also looked at your production line, not only not affected by the epidemic, but also created the highest level of car production in history, which must be encouraged. I hope you will make continuous efforts to seize the opportunity and turn the crisis into an opportunity. In particular, to create and develop new models, new formats, new technologies, new products. " (CCTV News)
Institutional point of view
Tianfeng Securities said that the market is in a dilemma, shrinking volatility will become the normal in the short and medium term. With lower risk appetite, be bullish on consumption, medicine and building materials. At the same time, gradually pay attention to the over-falling technology stocks leading (electronics, new infrastructure, new energy). Compared with the higher valuation of the consumer plate, the long logic still exists, the risk-return ratio is relatively good.
Shanxi Securities: looking forward to the future, or heavy allocation light trading. From a technical point of view, A shares horizontal volatility, U. S. stocks show signs of correction, market volatility remains high, short-term shocks are inevitable. However, in the medium to long term, with the subsequent recovery of domestic demand, A shares are expected to fluctuate upward under the support of fundamentals. At present, the index is at a low point, and the valuation advantage is obvious; it is suggested that investors should seize the allocation window and actively pay attention to the investment opportunities of A shares. In the sector, investors are recommended to pay attention to major infrastructure (construction, building materials), new infrastructure (5G, cloud computing), agriculture.
Northeast Securities: a-share listed companies in the first quarter of profit growth probability downward. The vast majority of companies with larger performance declines have been affected by the epidemic. Focus on optional consumption and cycles from the perspective of the impact of the first quarter on full-year results and the share of overseas operations. From the two angles of relatively low net profit in the first quarter, low overseas business, low revenue in the first quarter and low overseas business at the same time, the industries of building materials, leisure services, computers, machinery and equipment, building decoration and electrical equipment have relatively better profit restoration in the second quarter and beyond, specifically to sub-industries. It is mainly for professional retail, catering, scenic spots and other optional consumer industries, as well as garden engineering, cement manufacturing, other building materials and other cyclical industries.
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