SMM4 month 3: the two cities opened slightly low, after the opening of the index shock higher, the creation index, deep index has floated red one after another. On the disk, medicine, agriculture performance is strong, yesterday's strong performance of oil, communications plate has a pullback. On the whole, the capital mood is more active, individual stocks rise and fall each other, the fried board rate is low. Near the end of the morning, the three major indices weakened again, the gem index floated green again. On the disk, the market atmosphere is relatively desolate, the capital wait and see is thick. Early trading performance of the agricultural plate slightly pullback, Hainan, gold plate change pull up, science and technology stocks are dispirited, the market stock fell more up less, the money-making effect is general. As of press time, the Shanghai index was 2771.34 points, down 0.33%, the Shencheng index was 10138.90 points, down 0.40%, and the index was 1911.20 points, down 0.30%.

Abnormal review

Pork plate change pull up, Zhenghong technology rose more than 5%, Aonong biology, Tiankang biology, new Wufeng rose.

Biological vaccine plate strong, unknown medicine limit, Liaoning Cheng rose more than 3%, Tiankang biology, Bohui innovation, Daanjiin and so on.

Agricultural planting plate quickly pulled up, fragrant pear shares rose in a straight line, Xinsai shares, Tsuen Yin Hi-Tech, new agricultural development and so on.

Semiconductor and component plate fell, crystal square technology fell more than 4%, star semiconductors, Fenghua high technology, Huatian technology and so on fell 3%.

UHV concept weakened, through light cable fell more than 5%, China West Power, Baotang Electric, access shares fell 3%.

Mask stocks strengthened, search in special, Dawn shares rose by the limit, Huihong Group earlier sealed, Guoen shares, Teda shares rose more than 8%.

C2M concept plate change pull up, Whirlpool impact limit, Qingdao Golden King, Burger Dragon, Tianchuang fashion, Mengjie shares and so on.

Message surface

[Ministry of Commerce: speeding up the Construction of Open Highlands in the Free Trade Experimental Zone and promoting the Construction of Hainan Free Trade Port]

In order to conscientiously implement the spirit of General Secretary Xi Jinping's important speech on overall planning for the prevention and control of the epidemic situation and economic and social development, comprehensively implement the decision-making arrangements of the CPC Central Committee and the State Council on stabilizing foreign investment, adhere to the combination of problem orientation and goal orientation, persist in promoting increment and stabilizing the amount of foreign investment at the same time, persist in stabilizing foreign investment in the course of reform and opening up, and do everything possible to stabilize the basic market of foreign trade foreign investment, April 1, The Ministry of Commerce issued the Circular on further Reform and opening up in response to the epidemic to stabilize Foreign Investment, put forward 24 specific measures and work requirements from five aspects, and arranged for the current and this year's work to stabilize foreign investment.

[central bank: increase the amount of reloans and rediscounts for small and medium-sized banks by 1 trillion yuan]

Liu Guoqiang, deputy governor of the people's Bank of China: we will further strengthen the provision of inclusive financial support to small and medium-sized enterprises, increase the amount of reloans and rediscount to small and medium-sized banks by 1 trillion yuan, and help small and medium-sized micro-enterprises with a wide range of points and high market financing costs to obtain reloans and rediscount policy support.

[Guangzhou launched 450 million yuan car replacement consumption subsidy]

Lin Guoqiang, deputy director of Guangzhou Municipal Bureau of Commerce, said Huacheng Sheng Hui. Happy "wide" purchase of the whole city to promote a wide range of consumer activities, involving retail, catering, department stores, supermarkets, cars, household appliances and other industries to participate; benefit the people's subsidies, in terms of car consumption, the government arranged 450 million yuan of car replacement consumption subsidies for the whole year. In terms of household appliance consumption, Gome, Suning Tesco and other enterprises will one after another carry out 100 million yuan consumption subsidy activities, supermarket consumption, China Resources Wanjia and other supermarket enterprises will also carry out 100 million yuan consumption voucher distribution, each citizen can apply for a certain amount of consumption package.

Institutional point of view

Citic Construction said that at this stage we suggest that investors should not be overly pessimistic, on the basis of reasonable control of the position, encountered a substantial adjustment can gradually bargain layout of some high-quality stocks, patiently waiting for the follow-up repair of the market and further feedback. In the configuration direction, we can focus on: 1. Under the countercyclical adjustment, the prosperity degree picks up the direction. Such as 5G led by the new infrastructure industry, as well as consumer stimulus of new energy vehicles and other related industries; 2, the early adjustment is more adequate, with a high moat of white horse stocks; 3, after the continuous adjustment of the market, once the market mood picks up, it is expected to get the attention of the capital of the technology leader stocks.

Galaxy Securities: yesterday A shares ushered in a rebound, northward net inflow of capital, transaction volume remained low. The market rebound is a tentative "restlessness" to the accumulation of recent positive factors, and it is not enough to judge that the market has reversed the downward trend and ushered in a rising market. The overseas epidemic is still not optimistic, and the global financial market is still facing greater uncertainty, but we should not ignore the accumulation of some positive factors in the A-share market. Recently, the net inflow of funds northward, the policy signal is clear, and the marginal growth rate of new cases of overseas outbreaks has improved. We still maintain the point of view of the early judgment of the market trend, and suggest that we should dare to be optimistic in the bottom area, actively grasp the medium-and long-term position opportunities brought about by the recent pullback of international market shocks, and pay attention to the performance-to-price ratio.

Tianfeng Securities: the market showed volatility this week, the overseas epidemic is the biggest variable affecting the market, April may be the peak of the global epidemic. The short-term inflection point is unpredictable, the impact of global capital markets will continue, A shares may be wide volatility. But in the long run, China has taken the lead in controlling the epidemic and has turned to economic recovery. The overall valuation of A shares is relatively low around the world, the decline of the index is also relatively limited, the superimposed liquidity is loose, and the market is rich in structural opportunities. Bullish on new energy vehicles and consumer sectors with a policy base, the supply and demand of the electronics industry chain is expected to rise in stages after the expected adjustment, but the long-term outlook tends to be conservative with the global economic recession.

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