SMM10 28: early trading three major stock indexes high, of which the block chain concept of 100 shares rose by the limit. Subsequently, the high consolidation of the stock index, the gem index performance is stronger than the Prev index. On the disk, the big fund second phase stimulates under the chip and so on the science and technology plate follows the block chain concept to rise sharply, the aquaculture plate rebound pulls up. Near the end of the morning, the three major stock indexes after the morning rally gradually strengthened, Shenzhen Composite Index, gem index rose more than 1%. On the disk, in the case of a complete outbreak of the blockchain, the net inflow of funds continues. Plate stocks rose, the number of trading families increased rapidly, fried board rate is low, the market profit effect is better. In the afternoon, the index was high and consolidated, and the pattern of Shenzhen, strong, Shanghai and weak continued. On the disk, the concept of digital national currency, block chain is still strong, aquaculture, banks and other plates show a weak drag on the index. At the end of the day, the amplitudes of the two cities narrowed again. On the whole, the mood of capital longing has improved, the money-making effect is still good, the stock price is rising, and the fried board rate is low. By the close, the Prev closed at 2980.05 points, up 0.85%, the Shenzhen Composite Index closed at 9801.87 points, up 1.46%, and the index closed at 1704.42 points, up 1.74%.
Plates and individual stocks
Beijing, 25 Oct (Xinhua) on the afternoon of 24 October, the political Bureau of the CPC Central Committee conducted the 18th collective study on the current situation and trend of the development of blockchain technology. The meeting made it clear that the blockchain will be regarded as an important breakthrough in the independent innovation of China's core technology, and will speed up the development of blockchain technology and industrial innovation. it also puts forward the requirements in the aspects of the foundation and innovation research of the blockchain and promoting the deep integration of the blockchain and the real economy. Xinhu Zhongbao, Zhejiang University NetXin, Advanced Digital Communication, Yuanguang Software, Royal Bank shares, Anne shares, Kolan Software and so on nearly 100 shares of the collective limit.
The whole line of the three major stock indexes is high, the bidding of the block chain plate is now up and down, and the number of households in the plate is up and down by more than 80.
Aquaculture concept stocks fell sharply at the beginning of trading, Tianyu ecology fell by the limit, Zhenjing shares fell 7%, Longda meat, Hefeng animal husbandry and other collective decline
Semiconductor and component plate strengthened, Huazheng new wood rose 8%, crystal square technology, Tongfu micro electric, long electric technology and other collective pull up
The concept of liquor rose, Shuijingfang rose nearly 5%, Gujing Gong wine rose 4%, Shanxi Fen Liquor, Illite, Jiugui Liquor and other collective rose.
Aquaculture plate rebounded and pulled up, pork, chicken concept have strengthened, Tiankang biology rose by 7%, Huaying agriculture, animal husbandry shares and so on rose
Photoresist plate pulled up, Nanjing University photoelectric impact limit, Jingrui shares, Jianghua micro, strong new materials, Shanghai Xinyang and so on have strengthened
Nonferrous cobalt concept strengthened, cold sharp cobalt industry rose 7%, Huayu cobalt industry, Dow technology, Dangsheng technology and so on.
Gem index and deep index rose more than 1%, block chain, photoresist and other concepts led the rise, aquaculture concept stocks weakened
Securities plate quickly strengthened, Guosheng gold control limit, the first entrepreneurship, Oriental Wealth, Citic Construction Investment, Zhejiang Securities collectively pulled up
The concept of second child strengthened in the afternoon, Tianzhou culture, Bangbao Yizhi rose one after another, Anne shares, Meisheng culture, baby room and so on.
The concept of traditional Chinese medicine rose slightly, Zixin Pharmaceutical rose by the limit, Jiaying Pharmaceutical, Zori Pharmaceutical, Shouxian Valley, Hongri Pharmaceutical and so on.
[Guangzhou: speeding up the landing of innovative Futures Exchange and Guangdong-Hong Kong-Macau Greater Bay Area International Commercial Bank]
Guangdong Provincial Committee of Shenzhen Reform Committee issued Guangzhou to promote the "four new lottery" action plan. The proposal will speed up the landing of Guangzhou innovative Futures Exchange and Guangdong-Hong Kong-Macau Greater Bay Area International Commercial Bank, and strive to deepen foreign exchange management reform on a pilot basis. We will relax restrictions on the proportion of foreign shares in the banking, securities and insurance industries, and expand the scope of business of foreign financial institutions in Guangzhou. Under the framework of CEPA, we will strive to set up mainland insurance service institutions of Hong Kong and Macao insurance companies and financial institutions such as wholly Hong Kong-owned securities companies and fund companies in Guangzhou. Support the development of financial innovation platforms. We will support the accelerated development of regional equity markets, property rights markets and commodity trading centers. (southern Network)
Block chain is popular at the national level! Shanghai and Shenzhen stock exchanges were maxed out over the weekend to ask 837 questions in two days! 16 companies ride tuyere]
Investors who hold blockchain concept stocks are the happiest this weekend, and they may all be waiting for the limit to rise. Those investors who do not hold the blockchain concept stocks naturally want to rub a hot spot, and the investor interactive platform has become the preferred place to rub the hot spot. According to statistics, as of 21:00 on the 27th, on the Shenzhen Stock Exchange's interactive exchange, there were 830 issues related to the blockchain in the past two days. (brokerage China)
[the market capitalization of northward funds exceeded 1.2 trillion yuan and these stocks were wiped out in October]
Since October, the Shanghai index has risen 1.71%, the Shenzhen Composite Index has risen 2.27%, and the gem index has risen 2.94%. Despite market fluctuations, the continued increase in northbound capital has not changed, with a cumulative net inflow of 16.497 billion yuan since October, after a net inflow of 64.662 billion yuan in September, a record monthly high. (China Securities News)
[Ministry of Commerce announces the conditions and procedures for the declaration of tungsten, antimony and silver export state-owned trading enterprises in 2020-2021]
In order to protect resources and environment, cooperate with the state industrial policy, and strengthen the administration of the export of rare metals, in accordance with the relevant provisions of the Foreign Trade Law of the people's Republic of China and the regulations of the people's Republic of China on the Administration of Import and Export of goods, the Ministry has formulated the conditions and procedures for the Application of Tungsten, Antimony and Silver Export State-owned Trading Enterprises from 2020 to 2021, which are hereby promulgated. (website of the Ministry of Commerce)
Chicken skyrocketed! Multiple links in the industrial chain are in short supply and rising prices are the main logic. These A-share companies are in the tuyere.]
The replacement of animal protein brought by classical swine fever has brought strong growth momentum to the chicken industry chain company. Prior to this, Minhe shares and Shengnong Development, which reported results for the first three quarters of 2019, reported an eight-fold and 2.36-fold year-on-year increase in net profit in the first three quarters of 2019, respectively. Probiotic shares forecast a year-on-year increase of 993.41% to 997.14% in the first three quarters of 2019, and Sendan shares forecast a 182.19%-204.94% increase in net profit in the first three quarters of 2019. (Securities Times)
[Huang Qifan: do not believe that Libra will succeed the people's Bank of China will be the first central bank in the world to launch a digital currency]
"the people's Bank of China has been studying the DCEP (central bank digital currency) for five or six years, and I think it has become mature. The people's Bank of China is likely to be the first central bank in the world to launch a digital currency. " Huang Qifan, vice chairman of the China Center for International Economic Exchange, said. (21st Century Economic report)
Institutional point of view
Citic Securities: the allocation of additional A shares is still the choice for most of the funds
Behind the market entanglement and waiting, it reflects its pessimistic expectations of economic data, policy and capital market reform. The signal of expected improvement in the future will gradually become clear: the short-term fundamentals are expected to stabilize, the domestic monetary policy is loose, and the inflow of foreign capital into A shares will gradually accelerate. In addition, concerns about the short-term impact of capital market reform will be gradually corrected. Monthly level rebound variation does not change the trend: boots gradually fall to the ground, the allocation of A shares is still the choice of most of the funds.
Guotai Junan Securities: at present, as the starting point of the long-term bull market of science and technology, the layout of TMT can be adjusted.
The structure is more important than the timing, the third winner and loser open, pay attention to the end of the year style switch, actively layout technology and the new "β":
1) the science and technology bull market can be as long as 3 years, at present is the science and technology plate long-term bull market starting point, the adjustment can layout TMT.
2) Core assets: banks, securities firms. The market response to the half-yearly report of bank failure rate repair is not enough, with the bottom of the market profit recovery trend is clear, the overall asset quality of enterprises will improve, which will make the bank failure rate be repaired, leading to its valuation rise.
3) Dilemma reversal: media, automobile.
Lianxun strategy said that the main line of science and technology is expected to return to the strongest voice, leading the market to continue the counter-offensive. First, the economic structural transformation, the performance of listed companies represented by the new economy has improved as a whole, the growth rate of the third quarterly report of the gem has rebounded sharply, and leading enterprises are more dominant; second, scientific and technological innovation is the strategic support for improving social productivity and comprehensive national strength, and the medium-and long-term benefits of policies will support the development of science and technology companies with prospects and technical barriers. On the afternoon of October 24, the political Bureau of the CPC Central Committee conducted the 18th collective study on the current situation and trend of the development of blockchain technology, and senior leaders highly clarified the current situation, value and future development direction of blockchain technology. With the release of major signals at the top level, the new technology cycle will gradually rise. It is suggested that we should pay attention to the block chain of A-share market, digital currency, 5G, Internet of things and other related concept stocks.
China Merchants Securities: the Block chain is highly tuned, and the New Science and Technology cycle is another confirmation.
The central government's tone on the block chain technology once again confirms that it is at the starting point of the new science and technology cycle, and actively embracing new technology is a prerequisite for taking the lead in the global science and technology industry in the future. the current global financial structure is facing potential evolution, the urgent need for independent innovation, and in the context of "building a country with science and technology", the state's support for the field of science and technology will be unprecedented. In the medium term, we will continue to be optimistic about the excess returns of the science and technology sector, and the general direction of configuration will gradually be from hardware to software, from equipment to application.
Anxin Securities: a-share Market ushered in a good time window in the short term
Under the background that the interest rate meeting of the Federal Reserve is expected to further cut interest rates, the progress of foreign trade talks between China and the United States is positive, and the APEC meeting is worth looking forward to, the A-share market has ushered in a good time window in the short term, but the extent of the market rebound should not be overestimated. After that, the strong demand for profits and the rise in meat prices before the end of the year still restrict the market.
The industry focuses on: home appliances, banking, real estate, medicine, food, electronics, etc., the theme suggests to pay attention to block chain, state-owned enterprise reform and so on.
New era Securities: the shock may end soon and is expected to rise in November
The shock may be over soon. Investor sentiment has fallen as markets have wobbled since mid-September. New era Securities believes that the market shock is digesting technical issues, rather than digesting the deterioration of core contradictions, so the time will not be very long, it is possible to end the shock as early as November and turn to the rise.
Industry configuration advice: on the plate, due to the existence of inertia, growth after a good rebound, but due to the overall position and valuation problems, the end of the year may be ushering in style changes. The fourth quarter style is likely to gradually shift to the motherboard, focusing on optional consumption, finance and even cycles that are more relevant to the economy.
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