SMM12 27: after the opening of the three major stock indexes gradually strengthened, on the disk, the Internet celebrity plate performance strong, brokerage plate strength, then, the market fell back slightly. Near the morning close, the index shock consolidation, brokerages, banks, trusts continued to move higher. In the afternoon, the three major stock indexes gradually weakened in the afternoon, the Shenzhen Composite Index, the gem index fell, and the Prev index narrowed its gains. On the disk, semiconductor, brokerage plate diving in the afternoon, near the close, the index continued to weaken, Prev fell, on the whole, the two stocks fell more or less, the market atmosphere was cold again, the willingness to do more is not strong.
By the end of the day, the Shanghai index was down 0.08% at 3005.04 points, the Shenzhen Composite Index at 10233.77 points, down 0.68%, and the Chuang Index at 1767.58 points, down 1.45%. Northbound funds resumed trading, a day of unilateral net inflow of 4.681 billion yuan, for 29 consecutive days of net inflow. Since December, the cumulative inflow of funds to the north has exceeded 68.7 billion yuan, refreshing the largest net inflow in a month's history.
Plates and individual stocks
Shanxi Securities said that the current non-ferrous plate inventory has fallen sharply, upstream supply is difficult to recover in 2020, which means an opportunity for the market to raise prices. In addition, under the expectation of infrastructure, reducing taxes and fees, and reducing the cost of capital, the market expects the main source of economic stability in 2020 (4.660,-0.04,-0.85%) to be self-infrastructure, and the demand for upstream non-ferrous varieties will increase significantly. From the valuation point of view, the overall valuation of the non-ferrous plate is at a historical low, with a certain margin of safety, the current layout of the basic metal performance-to-price ratio has been significantly improved.
Western mining, Yunnan, Jixiang shares rose by the limit, Huayu cobalt, Guangsheng non-ferrous and other stocks rose by the limit, Zijin Mining, Jiangxi Copper and so on.
Net inflow of major funds into the top 10 today
Abnormal review
Liquor concept change pull up, Guizhou Maotai up 2%, Yanghe shares, Shanxi Fenjiu, Shunxin agriculture, Yilite and other small increases.
Internet celebrity economic concept pulled up, Saturday pulled up the limit, Tianchuang fashion, Guangdong media, worth shares rose.
Online game plate rose slightly, Zhejiang number of culture rose by the limit, Tuowei information, Sheng Xinda, soul network and so on.
The securities plate rebounded and pulled up, Nanjing Securities rose 6%, CIC Capital, Harbin shares rose 3%, Huatai Securities, Guoxin Securities and so on rose.
Securities plate continued to strengthen, Harbin shares rose by the limit, Nanjing Securities rose more than 8%, CIC Capital, Huatai Securities rose.
Trust concept continued to rise, Anxin Trust rose by the limit, Shaanxi Investment A, warp and weft textile machinery, Minmetals Capital, HTC shares and so on.
Satellite navigation plate change pull up, Huazhi navigation limit, Big Dipper rising more than 4%, space macro, Huali Chuangtong and so on to follow the rise.
Cobalt plate continued to pull up, Huayu cobalt industry rose more than 8%, cold sharp cobalt industry, Luoyang molybdenum industry, China Baoan and so on.
Lithium battery concept strengthened, Rongjie shares rose by the limit, Zhiyun shares, wisdom Songde, black sesame before the seal, Rongbai technology rose 9%.
Bank stocks rose, Xi'an Bank rose 6%, Nanjing Bank, Qingnong Commercial Bank, Ping an Bank, and so on.
The concept of non-ferrous smelting processing continued to strengthen, Shengtun mining industry, western mining industry rose in the afternoon, Yunnan germanium industry, Guangsheng non-ferrous, Huayu cobalt industry has risen by the previous limit.
Securities plate dived in the afternoon, Zhejiang Securities fell 4%, Harbin shares, Nanjing Securities, Caitong Securities, Dongxing Securities, Guohai Securities, Jinlong shares fell more than 2%.
The index weakened sharply in the afternoon, the gem index fell more than 1%, the Prev index narrowed, semiconductor, securities and other diving led the decline.
Message surface
[profits of industrial enterprises above the size of China increased 5.4% in November compared with the same period last year]
Profits at or above the size of China's industrial enterprises rose 5.4 per cent in November from a year earlier, down 9.9 per cent from a year earlier, and fell 2.1 per cent from January to November 2019.
[the Beidou No. 3 system will be fully completed by June 2020]
On the 27th, Beidou Satellite Navigation system spokesman ran Chengqi said that by June 2020, it is planned to launch two more geostationary orbit satellites, and the Beidou 3 system will be completed in an all-round way. In 2035, we will build a more ubiquitous, more integrated and more intelligent national integrated positioning and navigation time service system with Beidou system as the core, further enhance the time and space information service ability, and realize the high quality construction and development of Beidou.
[central bank to openly solicit opinions on the measures for the implementation of the Protection of Financial consumers' Rights and interests (draft for soliciting opinions)]
In order to further standardize the business behavior of financial institutions and effectively protect the legitimate rights and interests of financial consumers, the people's Bank of China has drafted the measures for the implementation of the Protection of Financial consumers' Rights and interests of the people's Bank of China (draft for soliciting opinions). (central Bank website)
[Securities Regulatory Commission: regulations on the support and Management of liquidity implementation of Securities Investor Protection funds "effective today]
China Securities Regulatory Commission spokesman Gao Li said on the 27th that the Securities Regulatory Commission issued the "Securities Investor Protection Fund liquidity implementation support Management regulations," which will come into effect today.
Institutional point of view
Guokai Securities said the spring market is the most deterministic opportunity for A shares each year, especially after a strong rally in 2019, investors are more looking forward to the spring offensive next year. Judging from the history of A shares in the past 10 years, the spring market is mainly driven by investors' risk preference, and the performance of infrastructure, cycle and technology is stronger than that of medicine and consumption.
Everbright Securities: yesterday the Prev re-stood at 3000 points, financial and other heavyweights also began to perform, the index is expected to continue the volatile upward trend. Benefiting from the new technology cycle brought by 5G, science and technology is still the main line of the market, followed by financial, technology stocks and strong cycle plate may alternate performance, investors need to pay attention to the subject matter speculation risk, on the low layout of the New year market.
Guosheng Securities: before and after New year's Day, the market is still dominated by shock consolidation, domestic and foreign upward downward logic is not in, macro data and enterprise performance disclosure are in a vacuum period. The market is waiting for the reduction of interest rates in the coming year, investors' risk preference will increase, in the macro strong related plate, the previous expectations are more pessimistic, the traditional macro early cycle plate in the real estate, chemical, building materials, brokerage, cars, banks and the recent concern about demand recovery and smelter initiative to jointly reduce the production of non-ferrous copper, or be favored by some institutional funds. The restless market in the first quarter is worth looking forward to. At the same time, we should also pay attention to risk prevention and resolutely avoid stocks with excessive or short-term profit taking back pressure during the year and stocks that are not about to lift the ban. More to avoid high goodwill, high loan-to-deposit ratio may touch the thunder of stocks and delisting risk warning stocks.
Guoxin Securities believes that although it is also near 3000 points, the current market environment has been completely different, mainly reflected in the significant changes in the composition of listed companies, the substantial strengthening of overall profitability and the sharp decline in the level of valuation. Other analysts believe that the current market foundation should be more solid, if the follow-up economy stabilizes, coupled with the continued release of dividends from securities market reform, the stock market should enter a process of positive feedback.
Founder Securities analysis said that the short-term market will also be higher, but the volume can restrict the extent of the market high, the pressure above 3007 points is more obvious, beware of the market high fall, around 3000 points is expected to run for the short-term operation trend, interval concussion or the main tone of the market operation.
Wealth Securities believes that market volatility has increased recently. The end of the year will come, the market is expected to maintain a narrow shock, the gem will continue to shock consolidate Xu Li, next January is expected to usher in Wangchun market.
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