SMM4 month 2: the morning index opened low after the shock strengthened, all three major indexes turned red. On the disk, the data center-based new infrastructure plate continued to strengthen, 5G related concepts showed a strong, photovoltaic concept then changed, the early more strong car stocks collective pullback. On the disk, long and short for Jiaozuo, financial differences are more prominent. Stocks in the two cities as a whole rose and fell half each other, fried board rate is low, the market atmosphere is general. Near the end of the morning, the index continued a high consolidation trend, the index are red market volatility. On the disk, semiconductors, gallium nitride, data centers and other science and technology plates are active. In the afternoon, the index fluctuated higher, the Prev and Shenzhen Composite Index rose more than 1%, and the index rose nearly 2%. Affected by the sharp rise in international oil prices, the A-share oil plate continued to rise. In addition, the concept of semiconductors and data centers, which are active in the morning, has also strengthened. On the whole, the money-making effect is gradually stabilizing, and the financial mood is gradually picking up. At the end of the day, the bulls continued to make strength, the tail index pulled up again, "two barrels of oil" plate continued to strengthen. On the whole, the concept of market theme warmed up, individual stocks rose, the fried board rate was low, and the atmosphere improved.
Specifically, by the close of trading, the Shanghai index was up 1.69% at 2780.64 points, the Shenzhen Composite Index at 10179.20 points, up 2.28%, and the Creative Index at 1916.95 points, up 2.80%.
Plates and individual stocks
In the afternoon, Taishan Petroleum, Shanghai Petrochemical, Sinopec, Maohua Shihua, International Industry, Intercontinental Oil and Gas, PetroChina Engineering and other stocks strengthened. Brent crude rose 10% during the day, WTI crude oil broke through the $22 / barrel mark, and futures rose to 8%.
Net inflow of major funds into the top 10 today
The car plate opened weaker, Lifan shares fell by the limit, Great Wall, Zhongtong bus, FAW Xiali and so on fell more than 2%.
The concept of data center is active, Wanma science and technology rose 7%, Zhongtong Guomai, Guangdong Rongtai, Kexin technology and so on.
Water conservancy plate fell, Guotong shares, Gan Consulting fell 4%, Gezhouba, three Gorges water conservancy, Dayu water saving and so on.
China ship sector pulled up, China ship defense rose more than 3%, China Shipping Technology, Chinese ships, China Coastal Defense, China Power and other small increases.
The agricultural planting sector continued to weaken, with the agricultural seed industry falling 6%, while the sea seed industry, new agricultural development, and the northern wilderness fell 5%.
Photovoltaic concept change, Guangdong Rongtai, Yonggao shares, mountain coal international rose 7%, Zhongtian science and technology, San an photoelectric rose.
Mining services plate change pull up, Zhongman oil rose nearly 5%, offshore oil engineering, Bacon energy, Tongyuan oil, potential Hengxin and so on.
Semiconductor and component plates strengthened, Ziguang Guowei, Taiwan Foundation shares rose by the limit, Beijing Junzheng rose 5%, Lexin Technology, Shilanwei and so on.
Graphene concept quickly pulled up, Del future, square big carbon rose 4%, Zhongke electric, gorgeous family rose.
UHV concept pulled up, Baotang Electric rose by the limit, China West Power, Tongguang cable, Zhongtian science and technology rose.
Mask plate pulled up strong, search in the special limit, Leo shares rose 5%, Lance technology, Hua soft technology, fish jump medical, Sheng macro technology and so on.
Venture capital concept strengthened in the afternoon, Minfeng special paper, Guangyang shares, Hongtao shares have been sealed, Luxin venture capital, Huaxi shares, entrepreneurial dark horse and so on.
Mining services plate strengthened, Zhongman oil, Bacon energy rose by the limit, Tongyuan oil, Bomaike, offshore oil engineering, CNOOC service and so on.
Oil product reform plate strengthened, Taishan oil closed up, shanghai petrochemical rose more than 8%, Maohua Shihua, international industry, intercontinental oil and gas, CNPC engineering and so on.
The securities plate pulled up and strengthened, Huaxin shares rose by the limit, Bank of China Securities, Oriental Securities, China Merchants Securities rose.
[state issues 2020 photovoltaic power generation grid electricity price policy to promote the healthy development of photovoltaic industry]
In order to give full play to the role of the market mechanism, scientifically and rationally guide new energy investment, and promote the healthy and orderly development of the photovoltaic power generation industry, the National Development and Reform Commission recently issued a Circular on matters related to the 2020 Photovoltaic Power Grid Price Policy (hereinafter referred to as the "Circular"), announcing the 2020 Photovoltaic Power Grid Price Policy. The circular proposes to continue to set guidance prices for centralized photovoltaic power generation. The guidance price of the new centralized photovoltaic power station in the I~III resource area, which will be included in the scope of state financial subsidy, is 0.35 yuan per kilowatt hour (including tax, the same below), 0.4 yuan and 0.49 yuan per kilowatt hour, respectively. In principle, the feed-in electricity price of the new centralized photovoltaic power station shall be determined by means of market competition and shall not exceed the guidance price in the resource area where it is located.
Wang Bin, deputy director of the Department of Consumer Promotion of the Ministry of Commerce, said that he will further promote the change from restricting the purchase of vehicles to guiding the use of cars, improve the policies and regulations on scrapping motor vehicles and circulation of used vehicles, and free up space for automobile consumption. We will support and guide all localities in formulating reward and subsidy policies to promote the consumption of green and energy-saving household appliances, furniture and other products. We will do a good job in running the third Import Expo and expand imports and optimize the supply of the domestic market.
[reply issued by the State Council on several measures to support the opening and Development of the whole Oil and Gas Industry chain in China (Zhejiang) Free Trade pilot Zone]
The State Council: agree to "some measures to support the opening and development of the whole oil and gas industry chain in the China (Zhejiang) free trade pilot zone". The Ministry of Commerce, in conjunction with the relevant departments, should strengthen guidance and services and, in accordance with the division of responsibilities, actively coordinate and solve the difficulties and problems encountered in the development of the Zhejiang free trade pilot zone, and constantly improve the development level of the Zhejiang free trade pilot zone. We will actively integrate all kinds of resources, give full play to the role of well-known international exchanges, introduce experienced exchanges in New York, London, Singapore and Dubai as strategic investors, and introduce resources from international oil traders.
[Brent crude oil rose more than 10% during the day]
Brent crude rose more than 10 per cent to $27.23 a barrel, while WTI crude rose 8.27 per cent to $21.95 a barrel. The main contract of Shanghai crude oil futures expanded to 8.3%.
[the introduction of "Finance 16" in the Yangtze River Delta Integration Development demonstration Zone will encourage financial institutions to abolish cross-regional charges]
On April 2, the Yangtze River Delta Ecological and Green Integration Development demonstration Zone held a special news briefing on "16 items of Finance in the demonstration Zone". At the meeting, the Executive Committee of the demonstration Zone, together with 12 departments, including the Shanghai headquarters of the people's Bank of China, took the lead in drafting the "measures on deepening the implementation of Financial support policies in the demonstration Zone of Ecological and Green Integrated Development in the Yangtze River Delta" (that is, "16 Financial articles of the demonstration Zone").
Institutional point of view
Citic Construction said that although the short-term market may not need to be particularly optimistic, but investors are not recommended to be overly pessimistic, investors can appropriately increase some patience, investors participating in the short-term game can make use of the positive band of market fluctuations, the medium-and long-term perspective can be on the basis of reasonable control of the position on the basis of bargaining some chips. In the direction of allocation, we can still pay attention to the big consumption plate, the direction of policy hedging and the industries supported by the policy, adjust the more adequate technology growth stocks and the companies with low quarterly performance growth and low debt + high free cash flow.
Southwest Securities strategist Zhu Bin pointed out that although the future economy is still facing downward pressure, but this pressure has been expected by the market. With the combination of epidemic prevention and control and economic stimulus policies, market sentiment will improve. The impact of the epidemic on the market should no longer be overestimated at the moment. In the Prev around 2700 points at the bottom of the area, there are multiple shocks to the bottom is normal, investors need to overcome their fears.
Operational strategy, Guohai Securities believes that the short-term consumer plate opportunities are more certain, the medium-term pro-cyclical plate is better. When the market overfalls, it is necessary to actively allocate the pro-cyclical plate that benefits in the medium term but the time rhythm is difficult to grasp, and allocate the core assets that benefit in the long run. At present, although the market risk preference has a bottom, it is still difficult to recover. When the trading industry recovers, it is necessary to take into account the valuation pressure brought about by the rise in stock prices. Specifically, the trend opportunities for agriculture and precious metals were bullish in April. According to the epidemic situation, pay attention to the military industry, pro-cyclical plate (finance, real estate, consumption, infrastructure) trading opportunities, choose opportunities to layout science and technology and core assets.
Everbright Securities suggests paying attention to four configuration lines, of which pure domestic demand is the main line: first, investment and cars are relatively reliable hands for steady growth, suggesting that we should pay attention to pure domestic demand areas such as new and old infrastructure, cars and real estate; second, if there is shock in the second quarter of the European and American economies, from the point of view of the supply chain, we should pay attention to the possibility of filling vacancies in the fields of transportation equipment, chemical and chemical industry, medical and medical equipment, aerospace and agricultural products. Third, with the gradual end of the second half of the panic in US stocks, the consumption-oriented value stocks sold by foreign investors had the opportunity to overfall and rebound; fourth, the shock period before the four variables were cashed, it is suggested that low-risk investors pay attention to high dividend targets.
Guosheng Securities proposed to pay attention to the allocation of the second quarter, also put the domestic demand consumption plate in the first place. Its recommendations focus on domestic demand-driven, demand will pick up, foreign capital outflow out of the impact of the consumer sector, such as food and beverage, medicine, etc.; the direction of policy hedging, such as real estate, infrastructure, cars, etc.; technological growth is still the main line in the medium to long term.
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