[stock market midday review] the two markets index volatility fell, the Prev index fell 0.47%, wireless headphones active steel plate led the decline.

SMM11 28: the three major indexes opened flat in early trading, followed by a concussive index. Wireless headset plate strong drive technology stocks to warm up, iron and steel, block chain plate is slightly down. On the whole, individual stocks rise and fall each other, the market fry board rate is low. Near the end of the morning, the three major indices as a whole gradually fell back, the Prev index showed decline, the gem index rose slightly under the stimulation of wireless headphones, but the overall trading volume continued to shrink. In the afternoon, the three major index shocks weakened, the block chain plate pulled up in the afternoon, the iron and steel plate continued to fall. Near the close, the index rebounded slightly, on the disk, individual stocks fell, the two cities continued to shrink, most of the funds to wait and see, making money effect is poor.

By the close of trading, the Prev index closed at 2889.69 points, down 0.47%, the Shenzhen Composite Index closed at 9622.14 points, down 0.27%, and the index closed at 1673.79 points, down 0.04%.

Plates and individual stocks

In October, the stock of breeding sows across the country rose for the first time. Each can only breed sows, all represent more piglets and fat pigs when they grow up. The rise of production capacity against the trend has given a shot of strength to all parts of the country that are in urgent need of "guaranteed supply." At the latest press conference of the Ministry of Agriculture and villages, Yang Zhenhai, director of the Animal Husbandry and Veterinary Bureau of the Ministry of Agriculture and villages, said that efforts should be made to basically return to the level of about 80 percent by the end of next year. Zhenjing shares, Jin Xinnong, Tiankang Biological, Guanghong holding, Tang God, Delis, Tianbang shares and other shares rose.

Abnormal review

Xiongan New area plate pulled up, Yinlong shares rose by the limit, Botian environment, Academy of Construction Sciences, power source and so on.

Communication equipment plate is active, Dingxin Communications pull up the touch plate, Jin Cigna, FiberHome Communications, Xinyisheng and so on.

The concept of wireless headphones strengthened, walkers rose 7%, Penghui energy, carbon yuan technology, Jiahe intelligence, Huiwei technology rose collectively.

Titanium dioxide fen plate pulled up, Anada rose 6%, nuclear titanium dioxide, python Clark, Jinpu titanium industry and so on.

Agricultural planting plate continued to strengthen, new agricultural development limit, Shennong science and technology, agricultural seed industry, sea seed industry and so on.

Pork plate strengthened, Zhenjing shares rose nearly 7%, Tiankang biological, Jin Xinnong, Tianbang shares, probiotics shares and so on.

Semiconductor and component plate strengthened, crystal square technology pulled up the seal, Beijing Junzheng, northern Huachuang, Wentai technology and so on have followed the rise.

Division board stocks slightly pulled up, Baolande rose more than 14%, Bechu Electronics up 10%, Hongsoft Technology, Ambotong and so on rose, most of the stocks in the plate red market.

Block chain change pull up, contemporary Oriental pull up touch plate, Julong shares, Xinhu Zhongbao, Sifang Jingchuang and so on.

Steel plate continued to decline, Songshan Shaoguan Iron and Steel fell 8%, Shagang shares, Bayi Iron and Steel, Liugang shares, Anyang Iron and Steel fell more than 4%.

Gas and water plate change pull up, Guizhou gas quickly pulled up 3%, Buddha combustion shares, new natural gas, Xinjiang torch collective rise.

Dye plate late plate change pull up, Yayun shares straight-line pull up the touch plate, Lanfeng biochemistry, colorful chemistry with the rise.

Message surface

[Yi Hui Man: striving to achieve the High quality Development of Capital Market in the New era and strengthening the Top Design of Capital Market Reform]

Yi Huiman, chairman of the China Securities Regulatory Commission, said in a signed article published in Banner magazine on the 27th that he should dare to do well, stand firm in the position of the people, and strive to achieve high-quality development of the capital market in the new era. Yi Huiman stressed that in order to strengthen the people's nature of supervision, efforts must be made to optimize the mode of supervision and improve the efficiency of supervision.

[2019 results of national health care negotiations: average decline in pharmaceutical prices by 60.7 per cent]

Today (November 28), the State Medical Security Administration and the Ministry of Human Resources and Social Security announced the full version of the 2019 National Catalog of basic Medical Insurance, Industrial injury Insurance and Maternity Insurance drugs, which contains a total of 2709 drugs. Compared with the 2017 edition, 218 drugs were transferred and 154 drugs were transferred, a net increase of 64. The new version of the catalogue will be officially implemented on January 1. Through the latest negotiations, in the new national health insurance drug catalogue, another 70 drugs have joined the ranks of health insurance reimbursement, and another 27 drugs have been "renewed." All 97 drugs will be included in Category B of the Medicare catalogue.

[general Administration of Market Supervision to solicit opinions on the guidelines for Antitrust Compliance for operators]

In order to further improve the legal system of anti-monopoly and encourage operators to operate in compliance with regulations, in accordance with the work arrangements of the Anti-Monopoly Commission of the State Council, the General Administration of Market Supervision has drafted the guidelines for Anti-monopoly Compliance for operators (draft for Public consultation). We are now soliciting public opinions from the public. Relevant units and individuals are welcome to propose amendments and report back to the General Administration of Market Supervision by December 12, 2019. The public may express their views in the following ways and means. (general Administration of Market Supervision)

[Department of Science and Technology of the Central Bank: safely promoting offline payment for face recognition and emphasizing Security]

Luo Yongzhong, deputy director of the Science and Technology Department of the people's Bank of China, said at the eighth China payment and settlement Forum on November 28 that it is necessary to resolutely protect strong privacy biometrics, make rational use of weak privacy biometrics, and firmly maintain the minimum security of information and funds. In particular, for the hot application of face recognition, we should adhere to positive innovation and steadily promote offline payment applications. (a fortune)

[Ministry of Commerce: promoting High-level, Open and High-quality Development of State-level Economic Development zones]

A spokesman for the Ministry of Commerce said at a regular press conference that the state-level economic development zone will be promoted in the following aspects: efforts will be made to create a high-level open platform, encourage the introduction of functional institutions such as R & D and settlement in the national economic development area, promote the development of new forms of foreign trade in the national economic development area, and support the construction of qualified state-level economic development areas, foreign trade transformation and upgrading bases and foreign trade public service platforms. In the conditional national economic development area to cultivate advanced manufacturing industrial clusters, give full play to the role of enterprises as the main body of innovation, create an innovation platform and carrier, and create a good innovation environment. (a fortune)

[Ren Zhengfei: Huawei can be number one in the world without Google]

Ren Zhengfei said Huawei already has a backup plan for Google's lack of a license to supply Huawei. Asked if "no Google can be number one," he replied that it would just take more time. (national through train)

Institutional point of view

Haitong Securities said that the overall popularity of the market is insufficient, the market lacks an obvious main line. The recent strong cyclical plate collective pullback, the previous continuous decline in the science and technology plate has rebounded. Overall, the market weakness is more obvious, MSCI year-round inclusion steps are completed, it is expected that the later market may maintain the consolidation pattern. At this point in time, investors are advised to start looking to the future and focus on opportunities next year.

Guoxin Securities: after the last expansion of the MSCI this year, some of the targets that moved late Tuesday showed some differentiation in Wednesday morning, and the stock index fluctuated and fell slightly. With the recovery of market sentiment, as well as the return of funds, the stock index gradually rose, and slightly turned red. In the afternoon, although the stock index fell again, but the range is relatively small, Shanghai Stock Index, Shenzhen Composite Index is still supported below, and narrow collation in the platform. On the plate side, after Monday's strength, the traditional cycle plate continued Tuesday's shock digestion, while the technology plate was divided, and some of the targets began to recover their previous losses.

Near the end of the year, short-term funds due to the transfer of positions and other factors, the stock index to form a certain impact, however, the medium-term funds are still in the low valuation and growth of the plate or target, batch absorption and layout. Short-term stock index may still fluctuate, the overall range is limited, strategically, it is appropriate to optimize the position structure and hold patiently.

Everbright Securities: yesterday the market continued for several days of weak shock pattern, the index fluctuation range is not large, the lack of weight plate power, the index upward trend is still not obvious. Short-term market is subject to the impact of reduced risk appetite at the end of the year, high probability will also maintain a weak shock market, investors should pay attention to the rotation of market style, patiently waiting for the market to improve. Configuration, focus on consumer electronics, 5G, new energy and other sectors.

Wanhe Securities: guard against the risk of withdrawal of growth stocks

Towards the end of the year, liquidity is becoming increasingly tight, Wanhe Securities analysis believes that the MSCI expansion of foreign capital or the main driving force, the market has a more clear determination of the central bank to reduce financing costs, stable growth intention. Last week, the lifting of the ban reached 160 billion yuan, the second largest scale of the year, the disturbance of market sentiment is more obvious. In the near end of the year, liquidity has been a more important interference factor, on the one hand, the major institutions have shown a relatively cautious attitude, more inclined to cash in earnings, this from the previous larger increase in medicine, consumption, electronics and other industries began to adjust collectively, and low valuations or low increases in industries such as steel, construction, coal and other industries began to make up.

Guodu Securities: the bottom end of the Index

Analysts at Guodu Securities believe that the third round of shock adjustment of A shares since mid-2015 is relatively sufficient, and the current proportion of broken stocks in the two markets is at an all-time high of 11%. From the "traditional cycle stock valuation continues to sink-overvalued performance difference / shell stock squeeze bubble-excellent white horse share premium rate revision" a complete round of market valuation correction sequence, the current institutional heavy stock white horse shares collective pullback. Or indicates that the current index is at the end of the bottom, the end of the bottom or the institutional heavy white horse stock valuation is appropriately revised to a reasonable level. The Shanghai Composite Index is expected to adjust to a low of 2734 points at the peak of internal and external pressure at the beginning of August this year.

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