SMM, Sept. 25: three major stock indexes opened low, Shencheng index fell more than 1%. On the disk, a number of medical stocks continued to fall, the digital currency plate led the rise, technology stocks correction, stimulated by the news, brokerages, banks, futures concept stocks collectively pulled up, food stocks pulled stronger. On the whole, the emotion of capital wait-and-see is strong, and the effect of making money is poor. By midday, the Shanghai index closed at 2968.25 points, down 0.57 per cent; the index closed at 1678.00 points, down 0.98 per cent; and the Shenzhen Composite Index closed at 9696.26 points, down 1.17 per cent.
Abnormal review
Semiconductor and component stocks fell at the start of trading, Wellen crystals fell more than 5%, Taijing technology, Ashichang and other collective low open
Pharmaceutical stocks weakened, Jingxin Pharmaceutical Industry fell 6%, Xinli Tai fell 5%, North China Pharmaceutical, Taihe Health and so on fell.
The concept of liquor rose, Jinhui wine rose nearly 9%, willing to wine industry, old white dry wine and so on one after another.
Block chain plate pulled up, Asian federation development seal board, golden crown shares once rose more than 8%, Julong shares, Omar electrical appliances rose
Semiconductor and component plates continued to weaken, Dongshan Precision fell more than 9%, Whelan Crystal, Taijing Technology, Shunluo Electronics and so on fell one after another.
China ship system plate pulled up, long ocean rose more than 3%, China ship defense, Chinese ship, China ship science and technology have strengthened one after another.
Domestic software plate fell, Chinese software, Shennan shares fell 8%, Doren science and technology, Huasheng Tiancheng and so on fell
5G plate differentiation, vertical and horizontal communications, Xuguang shares straight-line pull up the seal, new Reneng, Walter shares and other small pull up
Securities plate pulled up, Jinlong shares rose more than 6%, Huaxin shares, Hongta Securities, Hualin Securities and so on rose
Bank stocks rebounded, Ping an Bank rose 3%, Pudong Development Bank, Hangzhou Bank, Qingdao Bank, etc.
Food processing manufacturing plate strengthened, Laifu straight line seal board, Tianwei food rose 6%, salt shop, Anji food and so on rose one after another
Message surface
[relevant ministries and commissions of China's amphibious assault ship launching the first ship and Chinese ship leaders attended the ceremony]
On the morning of September 25, the launching ceremony of the first amphibious assault ship of the Chinese Navy was held in Shanghai. At about 9: 20, the ceremony began with the solemn national anthem, and military and local leaders jointly cut the ribbon for the launch of the amphibious assault ship. After cutting the ribbon, the champagne bottle broke automatically on the port side of the ship, the bow color ball opened, the ribbon ejected from the flight deck fluttered with the wind, and the ship whistled at the scene. At the same time, the dock gate water injection port is opened to inject water into the dock. There was a big round of applause. The ship is the first amphibious attack ship independently developed in China, and has a strong ability to amphibious operations and carry out diversified missions. In the next step, the ship will carry out equipment commissioning and mooring navigation tests as planned. The leaders of relevant state ministries and commissions, the equipment Development Department of the Central military Commission, the Navy, Shanghai, and China Shipbuilding Industry Corporation Limited, as well as scientific research and construction personnel, and representatives of officers and soldiers of the armed forces attended the ceremony. (Xinhua Viewpoint)
[the Banking and Insurance Regulatory Commission studies the formulation of classified supervision of insurance equity investment and raising the investment ceiling to give more space to outstanding insurance enterprises.]
Recently, at an exchange meeting on "entering the Shanghai Stock Exchange and talking about Science and Technology Innovation Board" jointly organized by the China Insurance Asset Management Industry Association (hereinafter referred to as "the Association") and the Shanghai Stock Exchange ("Shanghai Stock Exchange"), Liu Chuankui, deputy secretary general of the association, said that it is expected that the scale of insurance assets will reach a new level of 20 trillion yuan this year. Liu Chuankui said that the CBIC has taken a series of measures to support insurance institutions to give full play to the role of institutional investors in the capital market, especially the measures under study and formulation, such as classified supervision and increasing the proportion of equity investment, will give outstanding insurance institutions more room for investment.
[Shanghai: focus on supporting the Development of artificial Intelligence Enterprises to create a first-Class AI Chip Highland]
"Action Plan" proposed that the city as a whole 5G, the Internet of things, Internet data center (IDC), cloud computing platform, supercomputing center and other new generation of information infrastructure construction and operation, focusing on supporting the development of artificial intelligence enterprises. We will promote the construction of the pilot area for the innovative application of artificial intelligence in Pudong New area with high quality, and build key industrial clusters such as intelligent chips, intelligent networks, intelligent robots, intelligent hardware, and so on. We will create superior industrial agglomeration areas such as Zhangjiang, Lingang New Film area, Jinqiao, and so on. We will support the construction of the artificial Intelligence algorithm Research Institute and speed up the research on cutting-edge algorithms and theories such as swarm intelligence, brain intelligence theory, brain-like chips, and so on.
[Ministry of Finance: profits of State-owned Enterprises rose 6.1% from January to August compared with the same period last year]
From January to August, the total revenue of state-owned enterprises was 39.4884 trillion yuan, up 7.4 percent from the same period last year. Central enterprises totaled 22.85993 trillion yuan, an increase of 5.8 percent over the same period last year. Local state-owned enterprises totaled 16.62847 trillion yuan, up 9.7 percent over the same period last year. From January to August, the profits of state-owned enterprises totaled 2.40931 trillion yuan, up 6.1 percent from the same period last year. Of this total, central enterprises totaled 1.59929 trillion yuan, an increase of 6.6 percent over the same period last year, while local state-owned enterprises totaled 810.02 billion yuan, an increase of 5.1 percent (Ministry of Finance website)
Institutional point of view
Tianfeng Securities said that consumer and technology leaders have their own medium-term logic support, foreign capital inflows to consumer stocks "pricing system" changes, more and more head companies will form a pricing model similar to Coca-Cola. Relying on dividends and buybacks, the valuations of these leading companies will gradually merge into mature markets. Behind the technology stocks beat the market, is the support of the industrial cycle, with the continuous relaxation of related M & A policy, as well as the gradual opening of a new round of communications industry cycle, the performance of the relevant companies will form a certain support.
Haitong Securities:
Since the A-share market bottomed out in early August, there have been three gaps in the upward jump. Under the condition that trading volume has not been significantly enlarged, the third gap is usually a failure gap. The two major indices have almost made up for two gaps recently. Yesterday, under the pressure of the five-day moving average, the index was weak. It is highly likely that the market will maintain a stable market before the festival, and trading volume will remain in the doldrums. At present, the A-share market presents a polarizing market, although the index is not strong, but many outstanding stocks out of the unilateral rise of the bull market, for the moving average long arrangement of stocks, it is suggested that investors do not easily stop profit, the same for the bottom shock, the trend is not obvious stocks, do not copy the bottom easily. Operationally, it is recommended that investors take part in light positions to maintain the liquidity of funds. A shares have fallen out of value, but because of the lack of energy, we still need to wait for the process of grinding the bottom.
Hualong Securities:
Both quantitative energy, moving average and indicators show that there is still a further repair demand in the market. Before there is no substantial change in the market, there is still a possibility of shock, and more short-term games. Operationally, radical investors suggest grasping the market trend, controlling positions, looking for market hot spots, high-performance industries and subject matter stocks, and operating in a timely manner. According to the message surface can pay attention to the national defense military industry, ETC, food safety and other concepts and related industry plate. Sound investors suggest waiting for market trend opportunities to emerge, selected signals are clear, indicators of low-level stocks to obtain market returns.
"Click to sign up for" SMM2019 Annual meeting of China Nonferrous Metals Industry "
Scan QR code and apply to join SMM metal exchange group, please indicate company + name + main business
