SMM4 January 1: early trading index nearly flat open, followed by shock higher, Chuang index, Shenzhen index rose more than 1%. On the plate, car stocks were stimulated by the good news, Tesla concept followed the rise, food and beverage consumption concept continued to be strong, agricultural plate general correction. On the whole, the capital mood is more positive, the long early market strength, the market makes money the effect is better. Near the morning close, the two cities closed somewhat narrowed, the three major index high consolidation after the collective decline. On the disk, semiconductors, 5G and other scientific and technological themes have been pulled up, photovoltaic, screen display concepts come from behind. The index continued to fall back in the afternoon, the Prev index took the lead to turn green, Shenzhen Composite Index, gem then turned green. On the disk, the agricultural planting plate is strong, the risk aversion mood heats up, the fund is more willing to fall back again, the fried board rate is higher, the plate stock falls more or less. At the end of the day, the index was weak, the subject matter of science and technology fell back collectively, and the gold stocks changed and pulled up. Overall, the market sentiment turned cold, stocks fell more or less, fried board rate continued to rise.

By the end of the day, the Shanghai index was down 0.57 per cent at 2734.52 points, the Shenzhen Composite Index at 9951.84 points, down 0.10 per cent, and the Chuang Index at 1864.80 points, down 0.38 per cent.

Plates and individual stocks

Semiconductor plate performance today bright, Huatian science and technology, star semiconductors, Tongfu micro-electric, Hingsen technology, Hua microelectronics, Fenghua high technology, long electric technology and other stocks are active. Brokers suggest paying attention to low-quality growth stocks, such as 5G and semiconductors, that represent the future direction of scientific and technological development, rising policy support and less affected by the epidemic.

Net inflow of major funds into the top 10 today

Abnormal review

C2M concept led the way, Whirlpool fell by the limit, Dili shares, Qingdao Golden King, Meibang clothing and other collective weakness.

The concept of the whole vehicle is high, Lifan shares rose by the limit, China heavy truck, Zhongtai Automobile rose 5%, Yaxing bus, BAIC Blue Valley rose slightly.

Securities plate pulled up, Guosheng gold rose 4%, Bank of China Securities, Huatai Securities, Zhejiang Securities rose slightly.

Semiconductor and component plate pulled up, Tongfu micro electric rose 8%, Jingfeng Mingyuan, Starr semiconductors, Aihua Group, Fenghua Hi-Tech rose.

MINILED plate pulled up strong, Abyson straight up the limit, Zhiyun shares, Dongshan Precision, Zhaochi shares, TCL Technology and so on.

Agricultural planting plate continued to decline, snow banyan biology once fell by the limit, Honghui fruits and vegetables, Suken agricultural development, sea seed industry, Dabei agriculture and so on.

Rare earth permanent magnet plate continued to pull up, Ya Hua Group rose more than 5%, Jinli permanent magnet, China Baoan, Lingyi Zhizao, Hengdian Dongci rose 3%.

Cement plate change pull up, Sichuan Shuangma rose more than 6%, Ningxia building materials, Bowen science and technology, Qingsong Jianhua, Shangfeng cement and so on.

Bank stocks rose, Zhangjiagang Bank, Qingnong Commercial Bank rose 3%, Zijin Bank, Ping an Bank rose.

Lithium battery concept stocks strengthened, Tianqi lithium industry rose by the limit, Dangsheng technology, Huayu cobalt industry, Enjie shares rose more than 7%.

The concept of medical devices rose slightly, the space long peak rose by the limit, Da'an Gene, Hejia shares, Zhongding shares rose.

Dairy plate pulled up strong, Chinese-funded industry rose by the limit, Cody Dairy, Beinmei before the seal.

Internet celebrities economic plate change pull up, Tianlong Group straight up, Tianlong Group, Saturday, worth shares, gravity media and so on.

Gold concept continued to pull up, Oriental Jinyu, Yuehua jewelry, Yuancheng gold has risen by the limit, Chifeng gold rose more than 6%, western gold, Ronghua industry and so on.

Message surface

[Shenzhen Municipal Party Secretary investigates new infrastructure construction and hopes to speed up the construction of 5G base stations with extraordinary measures.]

On March 31, Wang Weizhong, secretary of the Shenzhen Municipal CPC Committee, went to China Mobile Shenzhen Branch and Yueliangwan New Energy Integrated Depot to investigate the construction of new infrastructure in Shenzhen. He said that Shenzhen is the first 5G independent networking city in the country, and will take the lead in achieving full coverage of the 5G network in August this year. It is hoped that China Mobile Shenzhen Branch will give full play to its advantages, strive to cover resources, speed up the construction of 5G base stations with extraordinary measures, and help Shenzhen create a city-wide full-scene 5G application environment. It is necessary to co-ordinate and promote the construction and layout of charging facilities for new energy vehicles, support enterprises in tackling key core technologies, and constantly upgrade the energy level and level of the development of the new energy vehicle industry.

[Xi Jinping: overall planning to promote epidemic prevention and control and economic and social development to strive to achieve the goal of economic and social development this year]

Xi Jinping, general secretary of the CPC Central Committee, president, and chairman of the Central military Commission, stressed during a recent inspection tour in Zhejiang that it is necessary to comprehensively implement the decisions and arrangements of the CPC Central Committee, do a good job in overall planning to promote the prevention and control of the epidemic situation of Xinguan pneumonia and economic and social development, adhere to the general tone of seeking progress in the midst of stability, adhere to the new concept of development, persist in taking the "1988 Strategy" as the leader, work in the actual implementation, walk in the forefront, and stand courageously at the forefront of the tide. We will accurately implement various measures to prevent and control the epidemic situation and resume work and return to production, strive to achieve the goal of economic and social development this year, and strive to become an important window for the new era to comprehensively demonstrate the superiority of the socialist system with Chinese characteristics.

[the Development Plan of Hainan National Sports Tourism demonstration Zone will soon be issued that does not involve horse racing.]

In response to recent individual media reports on the formulation of the "Hainan Horse Racing Development Plan" by the Hainan Provincial Department of Tourism, Culture, Radio, Television and Sports, the main person in charge of the Hainan Provincial Department of Tourism and Culture said: the Provincial Tourism and Culture Department has formulated the "Hainan Provincial National Sports Tourism demonstration Zone Development Plan," not the "Hainan Horse Racing Development Plan." "Hainan National Sports Tourism demonstration Zone Development Plan" has been approved by the provincial party committee and provincial government, will soon be issued, does not involve horse racing content.

[China Mobile officially launched Commercial 5G in Hong Kong]

China Mobile Hong Kong announced the launch of a 5G service in Hong Kong early this (April 1) morning and launched a 5G commercial package, becoming the first operator in Hong Kong to provide a 5G network experience for individual and corporate customers, according to CCTV News. At 00:00 today, China Mobile Hong Kong held a countdown event, inviting customers to make the first 5G business call.

[Beijing appropriately relaxes regulatory requirements: the leverage of small loans financed by the Gold Exchange can be tripled]

According to the Beijing Financial Regulatory Authority, after initial examination by the financial authorities in various districts and submitted to the bureau for approval, the balance of financing from banking financial institutions can be relaxed to no more than three times the net assets, the ceiling on the balance of loans for single households can be raised to no more than 5 per cent of registered capital and not more than 10 million yuan, and business in the whole city is allowed.

Institutional point of view

Huaxin Securities believes that with the national epidemic prevention and control achieved positive results, local models issued consumption vouchers, the introduction of financial subsidies and other measures, a series of government measures to stimulate consumption, is expected to promote the growth of consumer demand. With the gradual recovery of consumer demand, the alcohol industry inventory digestion after re-benign replenishment, the consumption end of the alcohol market will gradually warm up. Coupled with the continuous fermentation of the overseas epidemic, large consumption will play a mainstay role, consumer valuations will pick up, and the consumer sector will strengthen again.

Anxin Securities said that with the introduction of global monetary and fiscal policies, market concerns about liquidity risk have gradually receded; for the A-share market, the overall market valuation is already at the bottom of history and should be strategically optimistic. In the medium term, it is currently in a transitional period in a bull market.

Haitong Securities pointed out that the Federal Reserve unlimited easing alleviated the liquidity crisis, domestic policy hope to increase, the dawn of light, A shares into a period of rebound. However, the global fight against the epidemic will still be in a difficult period for some time to come, the market may rebound after the rebound, and the trend rise will have to wait for the overseas epidemic inflection point and domestic fundamental data to pick up again.

Bank of China Securities said the market would shift from liquidity-driven valuation repair logic to profitability in the second quarter. Rhythm with the advent of the quarterly window, the market is expected to take the lead in ushering in the revision of profit expectations, and then with the gradual clarity of the policy tone, the fundamental recovery is expected to usher in a stable bottom. In style, the market style dominated by high valuation driven by early liquidity is expected to gradually become balanced. With the gradual repair of domestic production and the improvement of profit expectations, the medium and low valuation style with stable growth rate or expected repair is expected to achieve phased excess returns.

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