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[stock Market Review] Policy stimulates rare Earth Plate to pull up Environmental Protection Policy and make a comeback
Jun 28,2019 16:26CST
translation
Source:SMM
By the end of the day, the Prev index fell 0.6% to close at 2978.88 points, the Shenzhen Composite Index fell 0.66% to close at 9178.31 points, and the Creative Index fell 0.9% to close at 1511.51 points. Market volume shrank, the two cities totaled 415.5 billion yuan, most of the industry plate closed down.
The content below was translated by Tencent automatically for reference.

The three major stock indexes weakened significantly after opening low in early trading, with nearly 3200 stocks falling in Shanghai and Shenzhen stock markets, the gold plate strengthened against the market, block chain concept stocks led the decline, Hengyin Finance and other 2 stocks fell by the limit. In addition, industrial hemp, security, 5G, diversified finance, software, hydrogen energy, chips and other sectors also led the decline. The index showed a unilateral decline, with the gem index falling more than 1%. Only gold, white wine, cement, electricity and other plates strengthened against the market. In the afternoon, the three major stock index weak consolidation, near the end of the brokerage, rare earth plate strength, the index stabilized and rebounded, trading volume fell slightly compared with yesterday.

By the end of the day, the Prev index fell 0.6% to close at 2978.88 points, the Shenzhen Composite Index fell 0.66% to close at 9178.31 points, and the Creative Index fell 0.9% to close at 1511.51 points. Market volume shrank, the two cities totaled 415.5 billion yuan, most of the industry plate closed down.

Plates and individual stocks

Jiangxi Province is studying opinions on coming out of Taiwan to promote the high-quality development of the rare earth industry. The rare earth permanent magnet plate rose strongly at the end of the day, and by the end of the day, Zhenghai Magnetic Materials, Jiuwu High Technology and other stock sealing plates, Ningbo Yunsheng, Sanchuan Wisdom, Yinhe magnets, Jinli permanent Magnetic stocks have followed suit.

The Ministry of Housing and Construction said it would continue to invest 21.3 billion yuan to speed up the construction of garbage disposal facilities and that the Ministry of Environment and Ecology held a press conference today, with the Environmental Protection Unit performing brightly throughout the day. In the morning, the environmental protection concept stock market strengthened, Huicheng environmental protection straight line rose more than 8%, Xuedilong rose nearly 7%, long Wu high technology, green power, Fuchun environmental protection and other stocks have followed. In the afternoon environmental protection concept stock market again strong, prosperous environmental protection strong pull up, Yongqing environmental protection, China jacaranda, Bosco and other stocks have risen one after another.

Major capital inflows into the top 10

Top 10 outflows of main funds

Plate capital flow

Main net inflow into the top five sectors of the industry: computer equipment, building materials, beverage manufacturing, hotels and restaurants, airport shipping

Main net inflow concept plate top five: cement, super brand, gene sequencing, liquor concept, quantum communication

The main net inflow into the top 10 stocks: Zhongke Shuguang, Zhongjin Gold, Xinlun Technology, XD Guizhoumao, China Great Wall, Sany heavy Industry, China Railway Industry, Northern rare Earth, Huaxin cement, Ningbo Yunsheng

Review of abnormal movement

The electric power plate is strong, Huayin Electric Power and Mindong Electric Power are both rising by the limit, Minjiang Hydropower is up 7%, Wenshan Electric Power, Shennan Electric Power A and Leshan Electric Power are up slightly.

Gold concept stocks rose differently, Yuancheng gold rose nearly 5%, CICC Gold, Jinzhou Cihang, Yintai Resources, Zijin Mining and other stocks rose one after another.

Liquor plate changed to pull up, Jinzi Liquor, Shanxi Fen Liquor rose more than 5%, Jinhui Liquor, Shuijingfang, Yilite and other stocks rose one after another.

Cement plate intraday abnormal pull up, Qingsong Jianhua strong pull up close to the limit, Tianshan shares, evergreen, Huaxin cement and other stocks have followed suit

The gem index fell more than 1%, nearly 3000 stocks fell in Shanghai and Shenzhen, and 5G and blockchain plates led the decline.

The agricultural planting plate continued to weaken, the agricultural seed industry fell nearly 7%, and Wanxiang Denong, Longping Gaoko, Dunhuang seed industry and other stocks fell sharply one after another.

The environmental protection concept stock is strong in the market, Huicheng environmental protection straight line rises more than 8%, Xuedilong rises nearly 7%, long Wu high technology, green power, Fuchun environmental protection and other stocks have followed suit.

Free trade concept stocks rose, Changlian shares, Shanghai property trade both rose, Shanghai port, China Trade Logistics, Shanghai Yashi, and other stocks rushed higher one after another.

The environmental protection concept stock market is strong again, the prosperous environmental protection strong pull up, Yongqing environmental protection, China jacaranda, Bosco and other stocks have followed suit.

Rare earth permanent magnet plate intraday abnormal pull up, Jinli permanent magnet strong pull up more than 5%, Sinosteel Tianyuan, Galaxy magnets, Huawu shares and other stocks have followed suit

Message surface

[Ministry of Housing and Construction: 21.3 billion yuan will continue to be invested to speed up the construction of municipal solid waste treatment facilities]

According to the results of a household survey of 46 key cities conducted by the Research Group of the Development Research Center of the State Council in 2018, 38.3% of households classified domestic waste. According to the Ministry of Housing and Construction, at present, 46 key cities have been equipped with nearly 5000 classified kitchen waste transport vehicles and nearly 1000 hazardous waste classified transport vehicles, and will continue to invest 21.3 billion yuan to speed up the construction of treatment facilities. According to the Ministry of Housing and Construction, the classification of municipal solid waste needs to be persisted, invested and promoted for a long time. Moreover, the source reduction will be strengthened by promoting legislation.

[regular meeting on monetary policy in the second quarter! The timely and appropriate implementation of countercyclical interest rate adjustment is on the line]

The second quarter of 2019 (the 85th regular meeting of the Monetary Policy Committee) was held in Beijing on June 25. In accordance with the usual practice, the meeting analyzed the economic and financial situation at home and abroad, and made arrangements for the next step in monetary policy. (brokerage China)

[chairman Xi Jinping will attend the G20 meeting in Osaka from 28 to 29 June]

The 14th summit of G-20 leaders will be held in Osaka, Japan from June 28 to 29. Last week, President Xi Jinping and US President Trang agreed by telephone to meet on the sidelines of the G20 leaders' summit in Osaka. President Xi Jinping will attend the first phase of the 14th summit of G20 leaders at noon local time today and make a guiding speech.

[China will set up 6 new free trade pilot zones to add new areas to the Shanghai Free Trade pilot Zone]

On June 28, Chinese President Xi Jinping delivered an important speech on the world economic situation and trade issues at the G20 summit. Xi Jinping announced that on the basis of the measures taken in the near future, China will further launch a number of major measures to speed up the formation of a new situation in opening up to the outside world and strive to achieve high-quality development. These include further opening up the market, taking the initiative to expand imports, continuously improving the business environment, implementing equal treatment in an all-round way, and vigorously promoting economic and trade negotiations. Six new free trade pilot zones will be set up, and new areas of the Shanghai Free Trade Experimental Zone will be set up to speed up the process of exploring the construction of a free trade port in Hainan.

[Jiangxi: opinions on promoting the High quality Development of rare Earth Industry in Taiwan are being studied]

Relevant departments in Jiangxi Province are actively studying opinions on how to promote the high-quality development of the rare earth industry in Jiangxi Province. Next, Jiangxi will cherish the status of rare earths, especially southern ionic rare earths, as strategic resources, and support the Southern rare Earth Group to enhance its control of resources and firmly grasp the initiative and voice of resources. We will continue to build a platform to lead the innovation and development of the national rare earth industry, and build platforms such as the rare Earth functional material Innovation Center and the Tyster New material Test and Evaluation Center. At the same time, in the back-end applications, continue to expand the application of rare earth functional materials and devices and other new materials in the industry.

Institutional point of view

Hualong Securities pointed out that due to the disturbance of trade frictions, it has created more uncertainty for the development of the global economy in a weak recovery and reduced the expected growth rate of the world economy. Under the guidance of counter-cyclical regulation and control policies and the stimulus of enhanced fiscal policies, the domestic economy started steadily in the first quarter, the downward trend was effectively curbed, and the macroeconomic performance exceeded the average market expectations, showing a certain degree of resilience. At the micro level, the financing environment of small and medium-sized enterprises has essentially reversed compared with 2018, but profits continue to wander at the bottom, with downward pressure on exports, consumption and real estate sales. Monetary policy will tend to structural adjustment in the second half of the year, and there is a high probability that monetary policy will maintain a steady, flexible, and moderate policy direction. With the emergence of global monetary easing, the probability of interest rate reduction will be greater, and interest rate expectations will be enhanced. Fiscal strength may be weaker than in the first half of the year. Policy regulation will be more inclined to structural adjustment to support the development of the real economy.

Tianfeng Securities believes that the rebound is only phased, it is difficult to get out of the sustained bull market. Long-term still optimistic about must-choose consumption, liquor and other core assets, short-term performance in the newspaper good stocks, 5G, chips, head brokers may have better opportunities.

In terms of operational strategy, China International Capital Corporation believes that the following two main lines may relatively outperform the market: first, areas where valuations are relatively low, positions are relatively light, and policy expectations are gradually enhanced, such as infrastructure, cars, and so on; sectors where there may be catalysts in domestic demand in the second half of the year, such as 5G, agriculture, and so on; Second, we will continue to be optimistic about the general trend of consumption upgrading and industrial upgrading, and absorb leading stocks that reflect the trend in areas such as household appliances, food and beverage, medicine, advanced manufacturing, and so on. In addition, the macro liquidity conditions are loose, the overall valuation of the market is not high, the theme investment is still likely to be active in stages.

Lianxun Securities said that A-share valuation is in a more attractive region, the general trend of continued inflows of foreign capital remains unchanged. External factors have eased, the global opening of a new round of easing cycle, the domestic space for further easing has been opened, policy and profit wrangling is expected to give birth to the autumn market.

Guolian Securities said it was still optimistic about investment opportunities in the second half of the year against the backdrop of low valuations, tax cuts and fees, global easing, foreign capital inflows and continued capital reform. It is suggested that attention should be paid to the following three types of opportunities: first, to maintain high prosperity or marginal improvement of sub-industries, including cement, pharmaceutical biology, livestock and poultry breeding, liquor, beer, gold, etc. Second, enjoy the opportunity of leading companies under the promotion of concentration or brand premium, such as real estate, infrastructure, decoration and other industries leading companies; Finally, strategic industry opportunities under the increasing importance of technology, such as semiconductors, military industry, information security, 5G, high-end manufacturing, rare metals, oil clothing, seed industry, etc., as well as non-silver finance opportunities to facilitate the transformation.

Relevant information

Ministry of Ecology and Environment: supervision and Inspection of the results of clearance and rectification of sewage discharge permits in key areas will be carried out from July

Ministry of Ecology and Environment: waste Classification will be included in the Central Ecological and Environmental Protection Inspector

Will the cancellation of EIA qualification affect the accuracy of EIA work? Response from the Ministry of Ecology and Environment

Ministry of Ecology and Environment: nearly 51000 sewage permits have been issued nationwide

Ministry of Ecological Environment: Guofu models have been fully listed in these areas to implement the National sixth Standard ahead of schedule.

Ministry of Ecology and Environment on "pre-approved Construction": zero tolerance always maintains High pressure

 

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