SMM10 24: the morning stock index collectively rushed higher and fell back. Tesla concept, vaccine concept stocks opened strong, big financial plate strong pull up, block chain concept stocks pull up strong, natural gas, environmental engineering, auto parts and other plates are active, technology stocks are more declining, venture capital concept stocks collectively pulled up. On the whole, the mood of capital wait-and-see is strong. By midday, the Shanghai index closed at 2935.25 points, down 0.22 per cent, the Shenzhen Composite Index closed at 9533.71 points, down 0.36 per cent, and the index closed at 1645.38 points, down 0.3 per cent.
Tesla concept stocks opened stronger, Tianqi model high open second board, Weitang industry then rose by the limit, Xusheng shares, Baolong technology and so on.
Bank stocks rose, Zhangjiagang Bank rose 3%, Jiangyin Bank, Pudong Development Bank, Ping an Bank all strengthened
Environmental protection engineering plate pull up, god fog environmental protection touch plate, prosperous environmental protection, Yongqing environmental protection, science and technology environment and so on collective rise
Auto parts plate strengthened, Xiyi shares rose by the limit, Daimei shares, Xinpeng shares, etc.
Securities plate quickly pulled up, Huaxin shares rose nearly 4%, Huachuang Yangan, Hongta Securities, Harbin shares, first entrepreneurship and so on.
Block chain plate strengthened, Sifang innovative touchpad, Hengbao shares, Julong shares, Koda shares, flying integrity and so on.
The concept of venture capital is strong, Luxin venture capital fast seal board, nine tripod investment, entrepreneurial dark horse, Fudan Fuhua collective pull up
Natural gas plate pulled up, new natural gas rose by the limit, Xinjiang Haoyuan, Guizhou Gas, Dongfang Huanyu rose.
Chicken farming sector continued to strengthen, probiotics shares rose more than 6%, Minhe shares, Wen's shares, Shengnong Development, Hefeng Animal Husbandry and so on.
["side effects" such as adjusting the expected warming pledge risk by the reduction rules have ushered in a revaluation)
The expectation of the adjustment of the policy of reducing shareholders' holdings of listed companies is heating up in the capital market. The reporter learned from brokerages close to the regulatory level that regulators are reassessing and studying the impact of new regulations on holdings reduction implemented since 2017, or will, to a certain extent, regulate holdings reduction activities in a more market-oriented manner in the light of the latest changes in the market. Some analysts pointed out that the phenomenon of reducing the holdings of major shareholders and other important shareholders is mainly neutral market-oriented behavior, and the impact on the market price is also relatively limited. Some of the strict restrictions previously imposed by the new rules have partly hindered normal market behavior. (21st Century Economic report)
[the Development and Reform Commission issues the implementation Program of the Special Action to support the Development of inclusive Care Services by Social Forces (for trial implementation)]
The National Development and Reform Commission and the National Health Commission issued the implementation Program of the Special Action to support the Development of inclusive Care Services by Social Forces (for trial implementation). The programme aims to stimulate the participation of social forces and to increase the effective supply of inclusive care services for infants under 3 years of age.
Be optimistic about the medium-and long-term investment value of A shares! Insurance institutions: willing to allocate equity assets in a timely manner]
On October 21, the CSRC presided over a forum of responsible persons of social security funds and some insurance institutions, which focused on speeding up the reform of the capital market and guiding more medium-and long-term funds to enter the market to listen to opinions and suggestions. (brokerage China)
Institutional point of view
Tianfeng Securities said that the market structure is relatively lax, there is no obvious consistent structural direction. In the short term, the market is still dominated by local shocks, and there are no board investment opportunities for large themes or industries. Technology, consumption, health care is still the main line of optimism next year, short-term around the three quarters reported more than expected companies, stocks are optimistic that there are market expectations and out of the independent market.
Everbright Securities said that the domestic market is attractive to capital, coupled with the benefits and convenience of policy, the index may strengthen again. It is suggested that investors should continue to pay attention to the changes of policy, capital and external factors. Industry configuration, stagflation environment, the fourth quarter configuration of the main line turned to undervalued blue chips, grasp the financial and real estate leaders such as stagflation, tracking large financial and consumer undervalued plate.
Huatai Securities expects meat enterprises to meet the profit margin inflection point in 2020 (pig prices rise after the cycle price, the price increase effect appears (according to research, the industry leader Shuanghui development (26.440,-0.07,-0.26%) has raised prices three times this year, the cumulative range of about 10%) + inventory meat cost advantage), meat enterprises will enjoy excess returns; The purchasing ability of leading enterprises is stronger than that of other enterprises, and the revaluation of stock meat value (the ability to maintain market demand for meat products and iron out cost fluctuations as far as possible in the rising cycle of pig prices) is conducive to the improvement of industry concentration, and recommends relevant meat product leading enterprises. Recommended quick-frozen faucet Anjing food (55.090,-1.11,-1.98%): 19Q3 profit growth rate (+ 35%) exceeded expectations. Benefiting from the increased demand for food and beverage quick-frozen food and the self-built channel barriers, the performance is expected to maintain rapid growth.
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