[stock market midday review] the Prev index rose 0.97% and returned to 3000 points. Positive long-term capital entering the market is much better.

SMM12 17: the opening of the three major stock indexes varied, the Prev continued to consolidate after the opening, the Shenzhen Composite Index gem index continued to pull up. Subsequently, the Prev index also began to pull up, the index broke through the year's new high, pork, 5G plate change. Near the midday close, the securities sector pulled up and the Prev returned to 3000 points. On the whole, the stocks of the two cities rose, the market popularity was hot, and the willingness to spend more money was strong. By midday, the Shanghai index was up 0.97% at 3013.25 points, the Shenzhen Composite Index was up 1.08% at 10268.33 points, and the Chuang Index was up 0.91% at 1796.53 points.

Abnormal review

Securities plate change pull up, Nanjing Securities rose 4%, Guosheng Financial Control, Hualin Securities, Oriental Securities, Guoxin Securities and so on.

MINILED plate pull up strong, Jufei photoelectric limit, Wanrun Technology, Lehman Optoelectronics, Guoxing Optoelectronics rose.

Cobalt concept stocks continued to strengthen, when rising technology, Rongbai technology rose 8%, cold sharp cobalt industry, Huayu cobalt industry rose.

The 5G plate pulled up and strengthened, the eastern communication rose by the limit, the digital science and technology, the east letter peace, the ultrasonic electron, the moving distance communication collective rose.

Pork stocks strengthened slightly, Xin Wufeng, Haida Group rose 4%, Tianbang shares, Tang Renshen, Zhengbang Technology rose.

Lithium battery plate pulled up and strengthened, Ganfeng lithium industry seal plate, when the promotion of science and technology, Rongbai technology, cold sharp cobalt industry and so on.

Virtual reality plate strong, Hengxin Oriental pull up the limit, Lauder transmission, Jinfu technology earlier sealed, digital technology, easy to display with the rise.

Securities plate continued to strengthen, Nanjing Securities trading, recorded 3 consecutive board, Guosheng Financial Control Hua'an Securities, Hongta Securities and so on followed the rise.

Message surface

[NDRC: confident in accomplishing the task goal of economic and social development for the whole year]

The National Development and Reform Commission is scheduled to hold a December press conference on December 17, 2019. A spokesman for the National Development and Reform Commission attended the conference. Meng Wei, spokesman for the National Development and Reform Commission, said yesterday that the National Bureau of Statistics released November economic data. From the main indicators, China's economic operation has remained stable on the whole. In the first three quarters, GDP grew by 6.2% compared with the same period last year. Although the growth rate has declined, it still ranks first among the global economies with a total volume of more than US $1 trillion. From the current and future period of time, the basic trend of China's economic stability and long-term improvement has not changed. Looking forward to the whole year, we have the confidence and conditions to accomplish the main objectives and tasks of economic and social development.

[the Prev index returned to 3000 points and hit a new high in a month. The gem index rose more than 0.7%.]

Prev broke through 3000 points, gem refers to a new high for the year, brokerage stocks rose in the top, Nanjing Securities triple board. LED plate is active, Jufei optoelectronics and other 4 shares rose by the limit. Smart TV, chicken, pork, graphene and other sectors are also in the forefront of the increase.

[FTSE Russell Quarterly Adjustment takes effect on Friday 7 new shares, 73 shares removed this complete playbook please put away]

The quarterly adjustment for FTSE Russell will take effect on Friday. The adjustment included seven A-shares and excluded 73 stocks. According to the FTSE Russell announcement, the adjustment is based on the list adjustment of the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect. At the same time, there was no change in the inclusion factor for A shares in FTSE Russell's routine adjustment in December, which currently stands at 15 per cent.

[CSRC measures to attract medium-and long-term funds to enter the market experts say that the "five routes of funds" have entered the market for more than 500 billion yuan this year.]

Recently, Yi Huiman, secretary of the party committee and chairman of the Securities Regulatory Commission, presided over a meeting of the party committee (expanded) to convey and study the spirit of the Central Economic work Conference. The meeting proposed that while strengthening the reform on the financing side, more measures should be taken on the investment side. We will vigorously develop equity funds. We will promote and improve the institutional arrangements for medium-and long-term capital to enter the market.

Institutional point of view

Societe Generale Securities said that looking forward to the general trend of loose liquidity in 2020, the prospects of the 14th five-year Plan, and the acceleration of opening up will bring opportunities to improve the valuation of the stock market and related industries. Under the guidance of the "quartet" of national attention, resident allocation, institutional allocation and global allocation, the era of real rights and interests belonging to China is expected to officially open, and A shares are experiencing the first "long bull" opportunity.

Huatai Securities pointed out that on the whole, the Central Economic work Conference continued to be stable, the policy expectations were stable, the short-term external environment was good, coupled with the social financing expectations in the first quarter, the short-term market risk preference moved up, and the market sentiment increased significantly. But in the long run, there will be repeats, and optimism will last up to the first half of next year, expressing concern about the second half of the year.

China Merchants Securities: northward Capital enthusiasm does not diminish, increased position Finance and Consumer Blue chips

The tone of domestic policy is positive. This week's Central Economic work Conference continued to set the tone for next year's monetary policy to "maintain a reasonable abundance of liquidity." at the same time, it stressed that the stability of macroeconomic leverage means that the probability of broad credit stimulus is low, and active fiscal policy will pay more attention to structural adjustment rather than comprehensive efforts. However, under the background of the current "increasing downward pressure on the economy", monetary policy is easy to relax next year, and there is room for a further downward trend in interest rates; if the downward pressure increases, the policy will be strengthened to ensure reasonable growth in volume. The issue of people's livelihood has been put in an important position in the work arrangements for next year, and science, technology and infrastructure are still emphasized. The reform of state-owned enterprises and land are the key points of the reform of the economic system. The most important thing in the capital market is to improve the quality of listed companies and improve the delisting system. The reform of the gem and the new third board needs to be carried out steadily. Multi-factor resonance to enhance the attractiveness of A shares to northward funds. Northward capital enthusiasm does not decrease, increase warehouse finance and consumer blue chip. Financing funds continue to increase positions in electronics and computers.

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