[stock market review] the Prev index rose 0.52% after the shock, and the brokerage plate was active.

SMM2 14: three major stock indexes opened slightly lower in early trading after a strong turn red, technology stocks led the gem index rose 1.8% to a three-year high, and stood at 2100 points. Prev index, Shenzhen index performance is also more positive. In the disk, the semiconductor plate strengthened again in early trading, science and technology board stocks changed to pull up, brokerages and other financial stocks. Near the end of the morning, the index slightly fell back after the continuation of high volatility, CSI 300 index returned to 4000 points above to recover the lost ground after the quarter. On the whole, the rotation of the plate accelerated, technology stocks continued to strengthen, capital sentiment continued to pick up, money effect preference. By midday, the Shanghai index was up 0.52% at 2921.25 points, the Shenzhen Composite Index was up 0.79% at 10949.68 points, and the Chuang Index was up 0.98% at 2084.84 points.

Abnormal review

Biological products plate opened high, Shanghai Les, Temple of Heaven Biology, Hualan Biology, Weiguang Biology and other bids rose by the limit, Shuanglin Biology rose more than 7%.

Semiconductor and component plate opening pull up, Zhiguang Electric, Haite high-tech, rich full electronic limit, Taiji shares, Suzhou solid technetium rose.

Titanium bai powder plate pulled up, Panzhihua Iron and Steel Vanadium Titanium limit, nuclear titanium dioxide, Jinpu titanium industry, Anada, python and so on.

Pork plate pulled up, Muyuan shares rose 6% to an all-time high, new hope, Tianbang shares, Tiankang biology and so on.

Medical waste treatment plate quickly pulled up, Runbang shares rose 8%, snow wave environment, overseas Chinese silver environmental protection, Donghua technology and so on.

Securities plate pulled up, Guoyuan Securities rose 5%, Oriental Wealth up 4%, Huachuang Yangan, Huachuang Securities rose.

Internet financial plate change pull up, Zhongtian finance, great wisdom rose by the limit, flush, oriental wealth and so on to follow the rise.

Message surface

[national Health Commission: 5090 new confirmed cases and 55748 confirmed cases]

From 0 to 24:00 on February 13, 31 provinces (autonomous regions, municipalities directly under the Central Government) and the Xinjiang production and Construction Corps reported 5090 new confirmed cases, 2174 new severe cases and 121 new deaths (116 in Hubei, 2 in Heilongjiang, 1 in Anhui, 1 in Henan and 1 in Chongqing). There were 2450 new suspected cases. On the same day, 1081 new cases were cured and 26905 were relieved of close contact with medical observation.

[the US government announces an extension of Huawei's temporary license for another 45 days to continue to do business with US companies]

According to the latest news, the Trump administration announced on the 13th that it will extend the period for allowing US companies to continue to do business with Huawei for another 45 days.

[Tesla Motor (Beijing) Co., Ltd. recalled 3183 Model X Series vehicles]

A few days ago, Tesla Automobile (Beijing) Co., Ltd. filed a recall plan with the State Administration of Market Supervision and Administration in accordance with the requirements of the regulations on the recall of defective Automobile products and the measures for the implementation of the regulations on the recall of defective Automobile products. Decides to recall, with effect from 7 June 2020, a total of 3183 imported Model X series vehicles manufactured between 15 April and 16 October 2016.

Institutional point of view

Citic Securities said that technology is the main line of investment throughout the year. It is suggested that attention should be paid to hardware technology represented by consumer electronics, semiconductors and new energy vehicles, software technology represented by safety, controllable and cloud computing, and biotechnology represented by innovative drugs.

Galaxy Securities: a shares rose after the end of the day, northward funds for three consecutive days of small net inflow, trading volume has been enlarged. Market recently strong rebound after a larger increase, superimposed today's new crown epidemic diagnosis criteria adjustment, the inclusion of clinical diagnosis cases to make a sharp increase in new diagnosis, short-term decline adjustment in line with our previous judgment. The current new crown epidemic situation has improved and returned to work in an orderly manner, and the politburo meeting guidelines and policy care will continue to exert efforts. During the "vacuum period" of economic data and the adjustment of market shocks, there is no need to panic and be pessimistic. The internal driving force of the current market rebound has not changed, and long-term opportunities can be actively arranged. Future trends continue to pay attention to the epidemic situation, the leading role of policy regulation, but also pay attention to the impact of the epidemic on the economy, will be gradually reflected in the economic data released in March.

Industry allocation recommendations, seize the low plate up opportunities, sustainable attention to new energy vehicles, 5G construction and application of long-term investment opportunities in the main line of growth technology, short-term adjustment can be low layout.

Shanxi Securities: looking forward to the future, the index of high probability to maintain the concussion situation. At present, the market has entered a period of shock consolidation, the money-making effect is not good. New structural opportunities still need to wait for marginal changes in message and data surfaces.

Plate aspect, next can focus on 5G and related plates. The 5G plate is still an opportunity throughout 2020, and the new market is most likely to come from 5G and its related sectors. We believe that there are two opportunities for 5G and related sectors: first, on the investment side, with the improvement of the epidemic situation and the resumption of production and work in key industries, 5G investment is expected to return to the right track, and operators will continue to purchase related equipment; second, cloud computing, the demand for cloud computing is increasing, and the marginal improvement of the industry is clear, and it will also increase the demand for 5G equipment.

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