[stock market resumption]

SMM3 13: the morning of the three major stock indexes opened sharply lower, the plate theme is in the doldrums. Then the three major stock indexes continued to recover, Prev, Shenzhen Composite Index, Chuang Index decline significantly narrowed. On the disk, UHV, land circulation, cars and other plates have strengthened. On the whole, although the capital mood is more cautious, but the plate hot spot rotation is more active, the money-making effect is better. In intraday trading, the three major stock indexes stabilized and rebounded, while the Chuang Index and Shenzhen Composite Index fell by one degree to below 2%. On the disk, UHV plate turned red against the trend, semiconductor plate continued to be strong, industrial Internet, edge computing and other topics are active. Towards the end of the morning, the three major indices weakened again. On the disk, the number of rising stocks in the market gradually increased, part of the bottom funds involved, tension catharsis after a little stabilized. In the afternoon, affected by the warming of the external mood, the gem pointed to the violent pull up and turned red, and the Prev index narrowed its decline to 1%. On the disk, brokerage stocks changed slightly. Then the index wobbled and weakened again, with all three major indices falling more than 1 per cent again. On the disk, after a short period of restlessness, brokerage stocks tend to be flat, plate stocks continue to strengthen. Market sentiment returned to calm again, the frying board rate of individual stocks also rose again. In late trading, the index rebounded slightly again, and then continued the weak consolidation trend.

Specifically, by the close of trading, the Shanghai index was at 2887.43 points, down 1.23 percent, with a turnover of 393 billion yuan; the Shencheng Index was at 10831.13 points, down 1.00 percent, with a turnover of 573.7 billion yuan; and the Chuang Index was at 2030.58 points, down 0.75 percent, with a turnover of 192.7 billion yuan.

Plates and individual stocks

State Grid Co., Ltd., the latest preparation of the "2020 UHV and inter-provincial 500kV and AC DC project preliminary work plan", clear Nanyang-Jingmen-Changsha project 5 AC 5 UHV project approval and pre-research work. Mao Weiming, chairman of the National Network Company, said that at present, the company has made it clear that the investment scale of UHV construction projects for the whole year is 112.8 billion yuan, which can drive social investment of 223.5 billion yuan, and the overall scale is nearly 500 billion yuan. Tongguang cable, Tongda shares, Pinggao Electric, Jingwei Huikai, China West Power, Special change electrician, Hangzhou Electric shares, Baozhou Electric and other shares rose sharply.

Net inflow of major funds into the top 10 today

Abnormal review

Charging pile plate opening changes, Beiba media rose to the limit, Zhongneng Electric, FAW Xiali, Shuangjie Electric and so on.

5G plate change pull up, Huamai science and technology rose, Tongguang cable, Zhizheng shares, Guomai science and technology followed the rise.

Land transfer plate early performance strong, HNA Innovation, Yatong shares, Yongan Forestry, Shangshi development limit, Huilong shares, Chinese enterprises, Yasheng Group rose.

Semiconductor and component plate change pull up, A Shi hit the limit, Jiangfeng Electronics, Hua Microelectronics, Nanda Optoelectronics, Fenghua Hi-Tech rose.

Mask plate change fell, Dawn shares, Guoen shares, re-promotion of science and technology, Jilin chemical fiber and other stocks fell by the limit.

UHV plate continued to pull up, Tongguang cable, Tongda shares, Pinggao Electric, Jingwehui opened the limit, China West Power, Special change electrician, Hangzhou Electric shares rose by more than 5%.

Edge calculation plate change, Yitong century closed limit, Zhongke dawn rose more than 6%, Yi Hua Lu, century Dingli, Runxin technology, * ST Xinhai and so on.

Securities plate change pull up, Hualin Securities rose, Huaxin shares, Nanjing Securities, Yangtze River Securities followed the rise.

Agricultural planting plate continued to pull up, Yasheng Group, Suken Agricultural Development closed up, fragrant pear shares, Honghui fruits and vegetables, Beidahuang, Shennong science and technology, and so on.

Xinjiang revitalization plate continued to pull up, fragrant pear shares closed up, international industry rose more than 5%, new agricultural development, Xinsai shares, Xinjiang Zhonghe, Guannong shares rose.

UHV continues to strengthen, protect the electrical skyboard. In addition, there are more than 10 shares, such as intelligent energy, special transformer electrician, optical cable, access shares and so on.

Agricultural planting plate change pull up, agricultural seed industry pull up the seal board, new agricultural development, Dunhuang seed industry, Fengle seed industry and so on.

Banking plate close to the close of change pull up, Zhangjiagang bank rose, Suzhou Bank, Jiangyin Bank, Qingnong Commercial Bank, Changshu Bank and so on.

Message surface

[the stock market of many countries is fused! 36 trillion loss of global market value]

The National Development and Reform Commission, the Ministry of Commerce and other 23 departments jointly issued a document saying that the stability and increase of residents' property income. We will enrich and standardize residents' investment and financial products, and appropriately expand the quota for issuing treasury bonds and local government bonds to individual investors. We will stabilize the expectation of property income in the capital market, improve the incentive system for dividends, and resolutely investigate and deal with acts that seriously damage the dividend rights and interests of small and medium-sized investors. We will deepen the reform of the rural land and collective property rights system, steadily promote the entry of rural collective operating construction land into the market, and explore giving farmers the right to possess, earn, withdraw from, mortgage, guarantee, and inherit shares in collective assets.

[Ministry of Commerce: speeding up the reduction of negative list of Foreign Investment access in the National and Free Trade pilot areas] Zong Changqing, director of the Foreign Investment Department of the Ministry of Commerce, said on March 13 that the Ministry of Commerce will stabilize foreign investment by opening wider to the outside world. We will speed up the reduction of the negative list of foreign investment access in the country and free trade pilot areas, continue to expand foreign market access, speed up the revision of the catalogue of Industries encouraging Foreign Investment, increase the number of items to encourage foreign investment, and enhance the breadth and depth of opening up.

[bancassurance Regulatory Commission: promoting an appropriate reduction in the margin ratio for acceptance of bills of exchange by banks to creditworthy enterprises]

On March 13, Yang Liping, chief inspector of the Banking and Insurance Regulatory Commission, revealed at a news conference of the joint prevention and control mechanism of the State Council that the CBRC is in accordance with the relevant requirements of the 85th executive meeting of the State Council. Timely study and implementation of key work related to the coordinated resumption of work in the financial support industry chain.

[joint submission by 23 departments: stabilizing expectations of property income in the capital market]

The National Development and Reform Commission, the Ministry of Commerce and other 23 departments jointly issued a document saying that the stability and increase of residents' property income. We will enrich and standardize residents' investment and financial products, and appropriately expand the quota for issuing treasury bonds and local government bonds to individual investors. We will stabilize the expectation of property income in the capital market, improve the incentive system for dividends, and resolutely investigate and deal with acts that seriously damage the dividend rights and interests of small and medium-sized investors. We will deepen the reform of the rural land and collective property rights system, steadily promote the entry of rural collective operating construction land into the market, and explore giving farmers the right to possess, earn, withdraw from, mortgage, guarantee, and inherit shares in collective assets.

[Ministry of Commerce: China may be the best place for investment risk aversion in the world]

Li Xingqian, director of the Foreign Trade Department of the Ministry of Commerce, said that after the outbreak, it was difficult for some foreign trade enterprises to fulfill their sales orders, so some orders were transferred, which is a normal phenomenon in the field of trade and investment. The normal market mechanism is gradually being restored, and enterprises from all over the world are welcome to carry out industrial chain and supply chain cooperation with Chinese enterprises. China has always been a hot place for global companies to invest. The current changing international market proves once again that China may be the best place for investment risk aversion in the world.

Institutional point of view

Tianfeng Securities pointed out that A shares have been very strong recently, domestic liquidity is loose, policy care, in addition to technology stocks this year, other industry companies are not big gains, the overall valuation is not high, the market downside may be to follow the overseas correction. Timely handling of the domestic epidemic, smooth resumption of work, and other overseas overall stability, A shares have the opportunity to take the lead in the return, so short-term risk aversion, medium-term optimism, optimistic about financial real estate and the correction of the science and technology sector.

Huaxin Securities pointed out that in the A shares in the long-term rising tone of the background, the pace of the market in March may change, because the interference of the outer plate has not faded. In terms of investment strategy, Huaxin Securities suggested a bargain layout in March. The short-term pharmaceutical sector will be strong, but the early prosperity of the relatively limited 5G industry chain, new energy vehicle industry chain, media, computer plate in the future is still expected to become the main driving force of the market rise in the future.

Societe Generale believes that in the current round of global capital allocation from developed markets to emerging markets, the best assets in the world are in China and the best assets in China are in the stock market. In the past decade of the financial tsunami, the global asset allocation in the United States, the US economy, US dollar, US stocks and US bonds have fluctuated. The world has entered an era of "negative interest rates", and global capital is facing reallocation.

Huatai Securities said that short-term attention to the accelerated pace of ultra-high pressure construction brought about by the performance increment, long-term concern in the "new infrastructure" led, "14th five-year Plan" over the possibility of expectations. Power grid investment is expected to increase, in line with policy guidance, the national grid is currently promoting counter-cyclical investment. The positioning of the power grid is clearer, based on the long-term clean energy consumption, under the premise of counter-cyclical regulation, the new line planning has the possibility of exceeding expectations. In the work plan of the national network, it is proposed to reduce the number of suppliers and pay more attention to the whole life cycle of the equipment, and the market share of Longtou in the national network department is expected to increase.

Shen Wanhongyuan believes that the spread of the overseas epidemic will not be the incentive to end the spring A-share market, since the opening of the market after the festival, the market as a whole has remained strong. The continued pullback of the outer plate has made technology growth stocks begin to reflect the lack of short-term performance-to-price ratio. However, looking ahead to the medium term, the fundamental trend of science and technology growth stocks is still relatively dominant.

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