SMM4 7: three major indexes collective high open, after the opening of the index concussion higher, on the disk, technology stocks collective backlash, digital currency plate rose. Near the morning close, the index rose more than 3%, and then fell back slightly, on the whole, the market mood is good, the whole plate floating red, the overall market profit effect is good. By the end of the morning, the Shanghai index was up 1.74% at 2812.14 points, the Shenzhen Composite Index was up 2.71% at 10384.43 points, and the Chuang Index was up 2.85% at 1960.94 points.
Abnormal review
Digital currency plate opening strong, Julong shares, Sifang Jingchuang, Gao Weida, flying integrity collective limit.
Agricultural planting plate pulled up in early trading, Xinsai shares rose by the limit, Jin Jian rice industry, black sesame, Tsuen silver high-tech rose slightly.
Semiconductors and components are active, Fenghua Hi-Tech, Huazheng new material rose 7%, Farah Electronics, Sheng Hong Technology and so on rose more than 5%.
Aquaculture plate continued to pull up, a good head of the limit, the League of Nations aquatic products, Zhongshui fishery, Swertia Island and so on.
Defense industry plate strengthened, Big Dipper rose 7%, Chinese satellite, Leike defense, Huaxun ark, Chinese soldiers red arrow rose 6%.
Satellite navigation plate pulled up strong, Huali Chuangtong, China satellite rose by the limit, China Satcom, Tianyin electromechanical rose sharply.
Gold concept strengthened, Hengbang shares rose by the limit, Yintai gold rose more than 8%, Zijin mining, Shandong gold, Hunan gold, Chifeng gold and so on.
Agricultural planting stocks continued to strengthen, Jinjian rice industry rose more than 8%, Suken agricultural development, new agricultural development, Tsuen silver high technology, Yasheng group and so on.
Phosphorus chemical plate strengthened, Kim Jong-da pulled up the limit, Stanley before the board, Celtic, Jacques Technology, Batian shares, Yuntianhua and so on.
Securities plate change pull up, Huaxin shares rose, Bank of China Securities, Tianfeng Securities, Hongta Securities followed the rise.
Message surface
Fu Bingfeng: auto production and sales are expected to resume or be higher in the second half of the year than in the same period last year.
Fu Bingfeng, executive vice president and secretary general of the China Automobile Association, said in an interview with reporters that judging from the preparations of various national policies and the efforts of the automobile industry, automobile production and sales can return to the same period last year in the second half of the year, even higher than the same period last year. This possibility exists. However, it is extremely difficult to make up for the losses in the first quarter or the first half of the year, and there is also uncertainty about how the spread of the international epidemic will affect domestic production and sales.
[the price of this electronic product is going up again when the Japanese factory shuts down production]
The latest news is that, MLCC (multilayer ceramic capacitors) manufacturer Murata's factory in Fukui, Japan, has shut down. Earlier, Murata's factory in the Philippines had been shut down. MLCC, known as "rice for the electronics industry", has a global MLCC market of about $11.4 billion in 2018, with downstream industries of 38 per cent for mobile phones, 19 per cent for PC and its surrounding areas, 16 per cent for cars, 15 per cent for audio and video IOT, and 12 per cent for industrial control and others.
Gold futures are stronger! Breaking the 1700 mark hit its highest level since 2012]
Gold futures rallied sharply, hitting a new high since 2012, hitting a high of $1742.60. Spot silver continued to pull up to $15.55 an ounce.
Institutional point of view
Anxin Securities: although the downward pressure on external demand is inevitable in the coming stage, the epidemic situation in China has been brought under control, and the Chinese economy has shown signs of gradual recovery. with the firm support of the policy, the recovery trend of the domestic demand sector will be more certain, and liquidity will remain abundant in the process, while the overall valuation of the A-share market is already at the bottom of history, and the pace of monetary policy has accelerated recently. Overseas markets gradually out of panic, crude oil reached a new round of production reduction agreement increased, Anxin Securities believes that the short-term A-share market is expected to continue to rebound, the structure can focus on domestic consumption, new infrastructure and traditional infrastructure, at the same time, we can pay attention to the quarterly results of higher-than-expected quality companies.
Haitong Securities: the overseas epidemic is still severe, the overall or interval shock
1 the relief of the liquidity crisis in the United States and Europe and the increase in domestic policies have driven a phased rebound in the market, and the overseas epidemic is still grim, and the overall situation is still in the range. (2) the market needs to wait for the market to enter the trend rise: one is the inflection point of the overseas epidemic, and the other is the rebound of domestic fundamental data. (3) the new infrastructure and consumption related to short-term domestic demand are better, and the technology + brokerage in the direction of medium-term transformation is still the main line.
Huatai Securities: overseas epidemic is still uncertain, timing is more important than allocation in the short term
New overseas cases are still in an upward trend, and the inflection point of the epidemic is still uncertain; A shares have changed from early resistance to recent weakness in the overseas market, reflecting the strengthening of market concerns about getting out of control; the central bank has targeted the reduction of small and medium-sized banks and lowered the excess reserve rate, but the overall policy space may still be reserved, signaling that the short-term economic downside risks can be controlled.
Huatai Securities believes that the uncertainty of the future epidemic will still suppress risk appetite, A shares may continue to maintain a weak shock pattern, focus on three key time points in the short term: 1) two sessions; 2) the inflection point of new cases in Italy; 3) CPI and PPI crack narrowing time point, one by one confirmed will correspond to: domestic demand infrastructure new infrastructure, external demand technology manufacturing, after the cycle of consumption overtime point.
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