SMM1 month 16: the two cities slightly high open, after the opening of the index slightly weaker, the three major indexes once fell, then, the Prev maintained a low shock, the index shock went higher. On the disk, photoresist, national defense military plate change pull up. Near the end of the morning, the overall market weakness shock. In the afternoon, the three major indexes split in the afternoon, the Prev shock fell, on the whole, the two stocks fell more or less, the capital mood is more cautious, the money-making effect is poor.
By the close, the Prev closed at 3074.05 points, down 0.52%, the Shenzhen Composite Index closed at 10967.44 points, down 0.04%, and the index closed at 1929.96 points, up 0.30%.
Plates and individual stocks
Photoresist concept pulled up, Nanda Optoelectronics, Yida shares rose by the limit, the core source microdisk touched the limit, Rongda photosensitive, strong new material, Shanghai Xinyang rose.
Net inflow of major funds into the top 10 today
Abnormal review
The concept of cultural media is active, Chinese online, reading science and technology limit, Baiyang shares, southern media and so on.
Photoresist concept pulled up, Nanjing University photoelectric up 7%, core source micro, capacity large photosensitive, strong new material, Shanghai Xinyang followed up.
Securities plate slightly pulled up, Hongta Securities rose 4%, CITIC Construction Investment, Everbright Securities, Soochow Securities, Shanxi Securities and so on.
With the opening of the Beijing-Shanghai high-speed railway, the increase fell back to 20%, with a turnover of more than 800 million.
Internet celebrity economic plate strong, Lyon technology rose by the limit, the opening of the new culture, Saturday, Jihong shares rose.
The defense industry sector strengthened, China's satellite rose by the limit, and space development, Niwei science and technology, matte technology, and Hagrid communications rose more than 4 percent.
Transgenic plate continued to pull up, Longping Hi-tech rose more than 6%, Tsuen Yin Hi-tech, Dabei Nong, Fengle seed industry, Wanxiang Denong and other small increases.
Wireless headset plate pulled up, walkers pulled up 7%, Huanxu Electronics previously sealed, Yingtong Communications, Lei Bo Technology rose.
Transgenic plate strong, Longping Gaoke pull up the touch plate, Dabinong, Batian shares, Fengle seed industry, Wanxiang Denong and so on.
Tire pressure monitoring plate pulled up, Wantong intelligent control limit, Hongquan material Union, Suzhou technetium, Baolong science and technology rose.
Ke Chuang board rose sharply, rainbow soft technology rose by the end of the day, core source micro re-sealing board, micro company, Walter gas, Anji technology are up more than 10%.
Message surface
[boost market expectations! Li Keqiang: greater stimulation of the vitality of the main body of the market to ensure that the economy operates in a reasonable range]
On January 15, Li Keqiang, member of the standing Committee of the political Bureau of the CPC Central Committee and premier of the State Council, presided over a forum to listen to the opinions and suggestions of experts, scholars and business people on the "Government work report (draft for soliciting opinions)." Li Keqiang said that it is necessary to implement macro policies, boost market expectations, and ensure that the economy operates in a reasonable range. A proactive fiscal policy should take tax reduction and expenditure reduction as the key, consolidate and expand the effectiveness of tax reduction and fee reduction, and the government should really live a tight life, substantially reduce general expenditure, especially administrative expenditure, and ensure that institutional tax cuts are in place and safeguard the basic livelihood of the people. (brokerage China)
Liu he answered a reporter's question on the signing of the first phase of the economic and trade agreement between China and the United States: to a considerable extent, the agreement addressed the concerns of both sides and achieved mutual benefit and win-win results.
Liu he: at noon today, China and the United States formally signed the first phase of the economic and trade agreement between China and the United States. The agreement reached by the two sides is in line with WTO rules and market principles, and embodies the mutually beneficial and win-win nature of Sino-US economic and trade cooperation. This is good for China, for the United States, and for the whole world. This is an agreement that stabilizes expectations and promotes prosperity in the interests of producers consumers and investors around the world. This is not only an economic agreement, but also related to world peace and prosperity.
[RMB loans increase by 16.81 trillion in 2019 the balance of foreign exchange reserves of countries is US $3.11 trillion]
For the whole year, RMB loans increased by 16.81 trillion yuan, an increase of 643.9 billion yuan over the same period last year. According to sub-departments, household sector loans increased by 7.43 trillion yuan, of which short-term loans increased by 1.98 trillion yuan and medium-and long-term loans increased by 5.45 trillion yuan. At the end of December, the balance of the country's foreign exchange reserves stood at $3.11 trillion. At the end of December, the renminbi was trading at 6.9762 yuan to the dollar.
[Bureau of Statistics: overall stable price increase in commercial housing sales in December 2019]
In December, all localities actively implemented the decision-making arrangements of the CPC Central Committee and the State Council, adhered to the orientation that houses are used for living, not speculation, and fully implemented the long-term management and control mechanism of adopting policies based on the city, stabilizing land prices, stabilizing housing prices, and stabilizing expectations, and the real estate market remained stable as a whole. According to preliminary estimates, the sales prices of new commercial housing in four first-tier cities rose 0.2 percent from the previous month, down 0.4 percentage points from the previous month, with Beijing and Shenzhen rising 0.4 percent and 0.7 percent respectively, Shanghai flat and Guangzhou down 0.3 percent. The increase was 3.8% year on year, down 1.1 percentage points from the previous month. The price of second-hand housing sales rose 0.4% from the previous month, an increase of 0.2 percentage points from the previous month, with Beijing and Shenzhen rising 0.6% and 1.0% respectively, Guangzhou flat and Shanghai down 0.2%. The increase was 1.7% from the same period last year, an increase of 0.7 percentage points from the previous month. (national Bureau of Statistics)
[note on the Exchange rate Section of the first Phase of the Sino-US Economic and Trade Agreement issued by the people's Bank of China]
The people's Bank of China issued a statement on the exchange rate chapter of the first phase of the Sino-US economic and trade agreement, which helps to strengthen communication between China and the United States on exchange rate issues and effectively manage differences. The issue of exchange rate has always been the focus of attention between China and the United States. This time, the two sides adopted a depoliticized approach to reaffirm the consensus on the exchange rate. The joint commitments include allowing each other's credit rating agencies to take a majority stake in existing joint ventures and not imposing discriminatory restrictions on each other's securities, fund management and futures.
Institutional point of view
Citic Construction Investment said that in the short term, the market is about to usher in the Spring Festival holiday, trading entered a light stage, from the market operation over the years, the market tends to enter the "garbage time" ahead of time in the last half month before the festival, and there will be fewer and fewer opportunities for operation. In addition, with the listing of the Big Mac Beijing-Shanghai high-speed railway today, the recent annual report of listed companies forecast large fluctuations in the performance of frequent events and the January reduction in MLF expectations failed and other factors, the market phased adjustment demand. In operation, it is suggested that investors should pay attention to maintain the flexibility of the position, choose the opportunity around the annual report performance line to choose the varieties with performance growth expectations, avoid those performance may be lower than expected and high goodwill stocks, bargain to absorb new energy industry chain, 5G application and other mainline plate.
Guosheng Securities: with the approach of the Spring Festival holiday, the fund may face redemption, resulting in a certain downward pressure, market participation also began to cool, pre-holiday wait-and-see effect began to rise. The net flow of the main funds also began to show the return of funds, the early rise of more cars, new energy and so on in the profit market under the pressure of shock and decline, indicating that the willingness to hold a currency festival is gradually strong. At present, the market is still near 3100 points for technical adjustment, short-term range modification or become the main theme of the market, in the market high adjustment market, prudent investors can choose to wait and see. Activists can participate in the game of the subject matter plate according to the hot spots of the market. Operation: pay attention to the policy blessing, performance support of the company, shock adjustment is a good opportunity to exchange positions and shares. Pharmaceutical stocks experienced a period of time such as volume procurement gradually show value, it is worth paying attention to, RMB appreciation, demand improvement of aviation, papermaking has repair opportunities, policy blessing of the old residential building elevator replacement to bring opportunities to the relevant companies.
Societe Generale Securities said that in 2020, the market is dominated by the gradual shock and rise of the center, seizing structural opportunities. Under the guidance of the "quartet" of national attention, resident allocation, institutional allocation and global allocation, the era of rights and interests that really belongs to China is expected to officially open, and A shares are experiencing the first "long bull" opportunity.
From the perspective of extreme valuation, China Merchants Securities believes that A shares will usher in the starting point of large investment opportunities. Recently, there has been a very obvious industry differentiation in A shares, with the consumer technology and medicine sector continuing to be strong, while the traditional cyclical plate has continued to correct, resulting in extreme valuations for absolute and relative valuations, reflecting investors' expectations of China's economic structural changes in the next 10-20 years. Compared with the current market value structure of listed companies in Japan and the United States, there is still some room for improvement in the market value weight of A shares in medical medicine, consumer services and technology sectors in the future. Such extreme valuations are not the first in history, and the extremely pessimistic expectations reflected behind such extreme valuations tend to be the starting point for large A-share investment opportunities.
Everbright said that in the short term, the signing of the agreement significantly reduced uncertainty, will boost market sentiment, conducive to the global economic recovery. In the medium to long term, the agreement will promote the healthy development of China's financial system and capital market, stimulate scientific and technological innovation, and support China's potential economic growth.
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