SMM4 14: early trading index high, followed by gradual differentiation, Shenzhen strong Shanghai weak pattern appears. On the disk, RCS concepts and other scientific and technological themes have warmed up substantially. On the whole, the market plate differentiation is obvious, individual stocks rise and fall on the whole, the money-making effect is general. Near the end of the morning, the index rose and fell, the Prev fluctuated around 2800 points, the gem was up 2 per cent at one point. On the disk, the subject matter concept rotates faster, the colored concept slightly strengthens, the photovoltaic concept pulls up again, the epidemic situation related plate today entire line pullback. On the whole, the emotion of spending more money is more positive, but it is persistent to be tested. By midday, the Shanghai Composite Index was up 0.68% at 2801.95 points, the Shenzhen Composite Index was up 1.25% at 10350.54 points, and the Chuang Index was up 1.81% at 1957.90 points.
Abnormal review
Semiconductor and component plate is active, Huatian science and technology rose 4%, Pengding holding, world games circuit, Jianghai shares, Sheng macro technology and so on.
Chemical pharmaceutical plate fell sharply, Jingfeng medicine, Wei Xinkang, Fu'an pharmaceutical industry fell by the limit, Asia-Pacific pharmaceutical industry, Haizheng pharmaceutical industry and so on.
RCS rich media communications concept rose, Huangshi Group, Jingtianli rose by the limit, Zhongjia Bochuang, three or five connected, color message shares rose.
Agricultural planting plate rebounded, Dabei farmers rose 5%, Suken agricultural development, Beidafang, fragrant pear shares rose 2%.
Tesla plate steadily higher, victory precision, Xiuqiang shares rose by the limit, Topp Group, the new Zeus rose more than 7%.
Gold plate strengthened, Zijin mining industry rose more than 6%, Hengbang shares, Shandong gold, Shengda resources, Zuhua jewelry and so on.
UHV plate continued to pull up, Guodian Nanzi, Mike Audi rose by the limit, Jingao Science and Technology, China West Power, Changgao Group, Baotang Electric and so on.
Message surface
[national Development and Reform Commission: speeding up the Construction of Natural Gas Reserve capacity]
In order to implement the opinions of the State Council on promoting the coordinated and stable Development of Natural Gas (Guofa (2018) 31) and the guiding opinions of the State Council on establishing and perfecting the Energy Security Reserve system (Guofa (2019) 7), with the consent of the State Council, Recently, the National Development and Reform Commission, the Ministry of Finance, the Ministry of Natural Resources, the Ministry of Housing and Urban-Rural Construction, and the Bureau of Energy jointly issued the "opinions on speeding up the Construction of Natural Gas Reserve capacity" (hereinafter referred to as the "implementation opinions") to further accelerate the construction of gas storage infrastructure and enhance the capacity of natural gas reserves.
[China's exports fell 3.5% in March from a year earlier]
The Information Office of the State Council is scheduled to hold a press conference at 10:00 on Tuesday, April 14, 2020. Li Kuiwen, spokesman for the General Administration of Customs and director of the Department of Statistical Analysis, briefed him on imports and exports in the first quarter of 2020 and answered questions from reporters. In renminbi terms, Chinese exports fell 3.5 per cent in March from a year earlier and are expected to fall 17.5 per cent, and 15.9 per cent in January-February from a year earlier. China's exports fell 11.4 per cent in the first quarter from a year earlier, imports fell 0.7 per cent, and the trade surplus was 98.33 billion yuan, down 80.6 per cent. In March, foreign trade imports and exports fell only 0.8% from a year earlier, showing a marked recovery.
[27 trillion Policy finance countercyclically adjusts the power of the three major banks to issue 486.4 billion bonds in a single month to a record high] it is understood that after the outbreak of the epidemic, policy banks are continuing to make efforts. On the asset side, policy banks increase credit. In addition to the traditional areas of investment, but also increased support for manufacturing, small and medium-sized enterprises. On the debt side, policy banks increased their efforts to raise money from the bond market. In March, the amount of bonds issued by policy banks reached 486.4 billion, a record high.
Institutional point of view
Citic Construction Investment believes that in the short term, with the arrival of the first quarterly report window of listed companies and the imminent release of economic data in the first quarter, the market focus has returned to the fundamentals, and the impact of the epidemic on the performance of listed companies will be reflected in this stage. in the short term, it will cause some disturbance to the market. However, judging from last week's financial data and policy developments: first, the financial data in March significantly exceeded expectations, indicating that policy easing is still continuing; second, further deepening factor market-oriented reform, releasing reform dividends, the market as a whole in the policy "bottom" environment, the overall downward space is not big, in the future, with the gradual realization of market adverse factors, the market momentum is expected to accumulate again.
Yuekai Securities said that A shares are already at the bottom of the stage, repeated bottom grinding is conducive to the steady development of the future. At present, under the accumulation of multiple advantages, the market is still in reserve. Configure the recommended three echelon layout. The first echelon: medical stocks with high performance certainty; the second echelon: domestic consumer goods, brokerages; the third echelon: new and old infrastructure, consumption recovery.
Guosheng Securities said that the bottom area of A shares is more solid, a new round of the market is building strength. Focus on interest rate sensitive industries, three directions: first, sensitive to interest rates while benefiting from policy hedging of real estate, brokerage plate; second, benefit from domestic demand-driven, demand recovery, foreign capital return to the consumer sector, such as food and beverage, medicine, etc. Third, technological growth is still the main line in the medium to long term, focusing on new infrastructure, semiconductors, cloud upstream and games.
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