[stock market recovery] the index fluctuated throughout the day, the Prev index rose 0.11%, and the hotel catering sector rose by the top.

SMM2 27: three major indexes high open, after the opening of the index shock pull up, then the index quickly turned green and then rebounded to turn red, near the morning close, the index expanded, the index rose nearly 2%. On the whole, the stocks rose and fell less, in the afternoon, the three major indexes slightly pulled up after the shock fell back, on the disk, the mask plate strengthened again, on the whole, the two stocks rose and fell halfway, the overall market overall moneymaking effect is general.

As of the close, the Shanghai index closed at 2991.33 points, up 0.11 per cent, with a turnover of 395.956 billion yuan; the Shenzhen Composite Index reported 11534.02 points, up 0.32 per cent, with a turnover of 654.632 billion yuan; and the Chuang Index closed at 2196.71 points, up 0.73 per cent. Trading volume on the Shanghai and Shenzhen stock markets broke 1 trillion yuan for the seventh day in a row.

Plates and individual stocks

Xi'an Diet, Huatian Hotel rose by 6%, Quanjude rose 6%, Jinling Hotel, Jinjiang Hotel and so on rose one after another. In the news, earlier, the Ministry of Commerce said that the epidemic will not change the trend of rapid development and continuous upgrading of living services such as accommodation and catering, and accommodation and catering is expected to recover rapidly after the epidemic is over. The Ministry of Commerce, together with relevant departments, will further study the introduction of more targeted policies and measures to support enterprises to tide over the difficulties, as well as measures to revitalize the catering industry after the end of the epidemic.

The net outflow of capital from the main force today is in the top ten.

Abnormal review

Hotel and catering plate strengthened, Xi'an food limit, Quanjude, Jinling Hotel, Huatian Hotel and so on.

The concept of liquor rose slightly, Jinhui wine rose nearly 4%, welcome tribute wine, Shuijingfang, Shanxi Fenjiu, Wuliangye rose.

Mask plate quickly weakened, Haiwang biological, Huasheng shares fell more than 9%, Zhende medical, Ogilvy and Mather fell 7%.

Securities plate change pull up, Nanjing Securities rose 6%, Hongta Securities, Huaxi Securities, Hua'an Securities, Harbin shares rose.

Cement plate straight up, Fujian cement rose 6%, Huaxin cement, Jidong cement, Tianshan shares, Shangfeng cement and so on.

The Internet financial sector is active, Hengyin Finance, Tianyu Information, Sony Finance, Dongyi Daily Sheng has risen by the limit, Great Wisdom, Hang Seng Electronics rose.

UHV plate rapid strength, Guodian from a straight line, Changgao Group rose 7%, Guodian Nanrui, style shares and so on rose sharply.

Semiconductor and component plate continued to weaken, crystal square technology, Hingsen technology, tai chi industry, Taiji shares fell more than 9%, Hua microelectronics, NTU optoelectronics and so on fell.

Agricultural planting plate changes, Dabei Nong underwater pull up 5%, Suken agricultural development, sea seed industry, Wanxiangde Nong turned red.

Car plate abnormal rise, Jianghuai car straight line seal plate, China heavy truck, Valin star horse and so on to follow pull up.

The medical waste treatment plate continued to strengthen, Wanbang Dala raised the touchpad, overseas Chinese silver environmental protection rose by more than 9%, Dongjiang environmental protection, Donghua science and technology, enlightened environment and so on.

Mask plate change, Dawn shares closed up, Anglo medical, Teda shares, Nanxing shares, Biyin Lefen and so on.

Message surface

[Zhong Nanshan: we are confident that the epidemic will be basically controlled by the end of April]

At 10: 00 a.m. on Thursday, February 27, Guangzhou Medical University held a special news briefing on epidemic prevention and control. Zhong Nanshan said: we are confident that the epidemic will be basically controlled by the end of April.

[central bank 500 billion "cut interest rates" funds to help! There is still room for three new measures to support the resumption of work, resumption of production, rate reduction and interest rate reduction.]

On February 26, the central bank held a teleconference to deploy financial support for the resumption of work and production of small and medium-sized enterprises. Liu Guoqiang, member of the party committee and deputy governor of the central bank, spoke. The meeting held that the prevention and control of the current epidemic situation is at the most strenuous and critical stage, and supporting cooperation in promoting the prevention and control of the new crown virus epidemic and economic and social development is the top priority of the financial system at present. The central bank will conscientiously implement the prudent monetary policy and pay more attention to the requirements of flexibility and moderation, so as to provide low-cost and inclusive financial support for the orderly resumption of work and production of enterprises. We will effectively solve the urgent problems faced by enterprises, such as debt repayment, capital turnover, and expanding financing. (brokerage China)

[deputy Governor of the Central Bank: will continue to push forward LPR Reform]

Liu Guoqiang, deputy governor of the people's Bank of China: we will continue to push forward the LPR reform and guide the interest rate of the whole market and the interest rate of loans down.

[80% increase in price! Global leader prices for electronic components have risen by more than expected]

Since the beginning of the year, passive components such as MLCC and chip resistors have been raised twice in a row. The chip resistance put aside other passive components, the price increase of 30%, 50%, unsurprisingly will be raised to 70%-80%. (data treasure)

[Ministry of Commerce: a new version of the negative list on Foreign Investment access has been launched]

At an online news conference held by the Ministry of Commerce, Zong Changqing, director of the Foreign Investment Department of the Ministry of Commerce, said that since the beginning of this year, the National Development and Reform Commission and the Ministry of Commerce, together with relevant departments, have launched a new version of the revision of the two negative lists for foreign investment access in the national and free trade pilot zones. Next, we will strengthen coordination and linkage, speed up the pace of work, publish and implement two negative lists as soon as possible in accordance with the procedures, and further expand the field of foreign capital market access. To provide more investment opportunities for foreign investors.

Institutional point of view

Investment Morgan Fund believes that short-term fluctuations will not affect the overall trend, scientific and technological growth plate logic has not been destroyed, is still the main line of the stage. In addition, in terms of liquidity, liquidity expectations have improved since December, with capital flowing northward into technology growth stocks and monetary easing supporting higher valuations of growth stocks. The acceleration of commercialization has led to the start of the 5G industrial chain cycle in 2020, benefiting from the continued easing of M & A policies. It is expected that science and technology growth stocks may gain relative performance advantages and dominant prosperity this year. Therefore, the uptrend of TMT is still the main line of investment in 2020.

Yang Delong, chief economist of Qianhai Open Source Fund, said that the shock in the A-share market in the past two days was mainly affected by the collapse in US stocks. Relatively speaking, after several years of adjustment, the A-share market is in a valuation depression as a whole, and it belongs to a historical bottom below 3000 points. after A-shares are included in MSCI and other international indexes, the demand for the allocation of A-shares will further increase, and the trend of foreign capital inflow will not change. Even if the short-term market is volatile and there will be a short-term outflow of foreign capital, in the long run, foreign capital will also increase the allocation of A-shares. There is no doubt about this.

Huachuang Securities believes that because this year is the year of the 13th five-year Plan, Huachuang Securities believes that there are the following effects: 1, the source of capital for infrastructure is more guaranteed; 2, the implementation of funds. Therefore, in the tone of steady growth, the infrastructure sector has the value of allocation.

Huatai Securities said that it was concerned about three directions. First, new infrastructure, including machinery (instrumentation, industrial robots (16.29 + 0.49%, consultation stocks), communications (car networking, industrial Internet), media (radio and television, building 5G with the national network), military (satellite), cars, power equipment and new energy; The second is the traditional infrastructure, including architecture (garden, decoration, iron construction, rail transit), iron and steel, building materials (cement, glass fiber), non-ferrous metals (copper). Third, the prosperity of the recovery superimposed macro and micro data lower than expected defense plates, such as medical devices.

Looking ahead, Galaxy Securities believes that the recent sharp decline in the peripheral stock market has a certain impact on the mood of the A-share market. Gem rose too high, accumulated more profit, the market sentiment heated up rapidly, the short-term gem is facing adjustment pressure, the long-term gem and technology stocks of the bull market logic has not been destroyed. The spread of the epidemic is the main factor for the decline in European and American markets, while the epidemic in China has been effectively controlled. The downward adjustment of the peripheral stock market has a controllable impact on A shares, and policy care is still the driving force to promote the rise of the market. It is suggested that we should seize the long-term opportunity of market adjustment.

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