[stock market recovery] the three major stock indexes recovered at the end of the day, the Prev index rose 0.4%, and the mask concept stocks weakened.

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. The volume narrowed in the afternoon, and the three major stock indexes fell back slightly. On the whole, the plate stocks rise and fall mixed, the capital mood is more positive, the money-making effect is general. In late trading, all three major stock indexes turned green and then warmed up slightly. On the disk, the semiconductor plate increases and falls, the real estate, the pesticide concept stock changes pulls up, the subject matter concept most drops. Overall, the mood for money has fallen again, and the money-making effect has worsened.

By the close of trading, the Shanghai index was at 2917.01 points, up 0.38 per cent, with a turnover of 308.08 billion yuan; the Shencheng Index at 10916.31 points, up 0.48 per cent, with a turnover of 504.892 billion yuan; and the Chuang Index at 2069.22 points, up 0.22 per cent, with a turnover of 189.2 billion yuan.

Plates and individual stocks

Guangdong Province has issued "some opinions on speeding up the Development of Semiconductor and Integrated Circuit Industry in Guangdong Province": actively strive for financial support from the National Integrated Circuit Industry Investment Fund and policy banks for major semiconductor and integrated circuit projects in Guangdong Province. Dongjing Electronics, Starr Semiconductor, Fu Man Electronics, Shanghai Beiling, Mingyang Circuit, Taiji shares, Changdian Technology, Aihua Group, Xiaocheng Science and Technology, Crystal Square Technology, Guoke Micro and so on.

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.

Glyphosate plate change pull up, Jiangshan shares, Xin'an shares rose 3%, Guangxin shares, Huabang Health, Andaomai A and so on.

Phosphorus chemical plate continued to pull up, Yuntianhua rose 6%, Liuguo Chemical rose 5%, Anada, Lubei Chemical, Xin'an shares rose.

Agricultural planting plate changed and pulled up, Dabei farmers rose 3%, Jinjian rice industry rose 2%, Fengle seed industry, Wanxiangdenong, Suken Nongfa, Dabei farmers and so on.

The three major indices collectively weakened in the afternoon, the gem index turned green, brokerages, semiconductors and so on fell back, and concepts such as masks and online applications led the decline.

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.

[education Supervision Committee of the State Council: it is strictly forbidden for any off-campus training institution to carry out offline training in any form in the near future]

All off-campus training institutions throughout the country should have a deep understanding of the extreme importance and urgency of epidemic prevention and control work, consciously obey the overall situation, and put the safety of the lives of the people and the health of students in the first place. During the epidemic period, it is strictly forbidden to carry out any form of offline training, or to hold any form of agglomeration training activities.

[central bank: concessionary rate loans are being issued quickly. The lending rate is basically between 2% and 3.15%.]

So far, the list of thousands of key enterprises has been received, and preferential interest rate loans are being issued rapidly. The loan interest rate is basically between 2% and 3.15%, and the average cost borne by enterprises is less than 1.5%.

[the central bank openly solicits opinions on the measures for the Administration of standardized Bills]

In order to standardize the standardized bill financing mechanism and better serve small and medium-sized enterprises and supply chain financing, the people's Bank of China has drafted the measures for the Administration of standardized Bills (draft for soliciting opinions), which is now soliciting opinions from the public. (central Bank)

[Ministry of Agriculture and villages: strive to achieve an overall mechanization rate of more than 50% of animal husbandry by 2025]

Recently, the Ministry of Agriculture and villages issued the opinions on speeding up the Development of Animal Husbandry Mechanization (hereinafter referred to as "opinions"), proposing the coordinated development of facilities and equipment and animal husbandry, and striving to promote the mechanization of major animal breeds, key production links and large-scale farms (households). By 2025, the overall mechanization rate of animal husbandry will reach more than 50%, and remarkable results will be achieved in the whole process of mechanization of major livestock and poultry breeding.

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.

Daikang, a Guangfa strategy, said that when the current epidemic appeared a clear inflection point has yet to be tracked and confirmed, while the odds of A shares have become more attractive after the sharp fall, and the bottom has already emerged. Daikang expects that after the inflection point of this round of epidemic, in the industries with higher early gains, the pure event-driven or risk aversion plate ushered in a make-up decline, but even if the plate containing medium-term business logic gave up some of the gains, it still has a renewed upward momentum under the support of industrial logic.

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.

Citic strategy believes that the "golden pit" in February is the bottom of the market in 2020. First of all, the one-off pulse impact of the epidemic on the market and fundamentals has gradually become a consensus; secondly, behind the short-term fluctuations is the timely and comprehensive expected management of the policy; thirdly, the loose macro liquidity support valuation is difficult to repeat in the short term; finally, the risk of "two financing" and equity pledge can be controlled, and the risk of forced sale is low.

Guojin Securities believes that the impact of the epidemic on the macro-economy is temporary, especially under the adjustment of the subsequent hedging policy, the overall impact of the epidemic on the macro-economy is relatively controllable. After the end of the epidemic, those short-term affected by the delay in the resumption of work to speed up the return to work, periodic stocks may usher in a repair market. In addition, consumer demand suppressed by the epidemic, especially service-oriented consumer demand, may experience explosive growth after the end of the epidemic, resulting in a marginal improvement in the industry economy.

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