SMM4 24: three major index opening ups and downs, after the opening shock weakens all turn green. On the disk, the agricultural plate weakened, the RCS plate dived. Near the morning close, the index overall weak shock, on the disk, high-standard stocks collectively weakened, hot plate acceleration rotation, on the whole, the market atmosphere is general, individual stocks fall more or less, the fried board rate is in the recent high level. By the end of the morning, the Shanghai index was down 0.63% at 2820.58 points, the Shenzhen Composite Index at 10492.46 points, down 0.68%, and the Chuang Index at 2016.18 points, down 0.66%.
Abnormal review
Fuel cell concept is strong, all firewood power, Dewei new material, Hongyang energy limit, new construction shares, Mei brocade energy rose sharply.
Agricultural planting plate fell across the board, Shennong science and technology fell 5%, Jinjian rice industry, agricultural development seed industry, Xinsai shares collectively weakened.
The concept of liquor is higher, this world margin touchpad, Gujing Gong wine up 3%, willing to wine industry, Shunxin agriculture rose slightly.
Digital currency plate plunged, Huijin shares fell 7.17%, Hengbao shares, Feitian good faith fell 5%, Radio and Television Express fell 2.9%, Hailian Jinhui, Changliang Technology followed the decline.
UHV plate pull strong, Huijintong, Han cable shares have risen by the limit, Dalian electric porcelain, gold cup electrician, Zhongyuan shares and so on.
Message surface
[Ministry of Industry and Information Technology: speeding up the Construction of 5G Network and Building National Industrial Internet Big data Center]
Huang Hong, vice chairman of the Banking and Insurance Regulatory Commission: loans for GSP small and micro enterprises increased by 25.93% at the end of the first quarter compared with the same period last year, and the interest rate on new GSP loans issued by five large banks was 4.3%, a further drop of 0.3 percentage points on the basis of 2019.
[new regulations on subsidies for new energy vehicles are issued: specify the price threshold of 300000 yuan and set the maximum number of annual subsidies for the first time]
On April 23, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the Development and Reform Commission jointly issued the Circular on improving the Financial subsidy Policy for the Promotion and Application of New Energy vehicles, reasonably extending the subsidy policy originally scheduled to expire at the end of 2020 to the end of 2022, and greatly easing the intensity and pace of subsidy retreating. Compared with the previous technical standards have been greatly improved every year, this year will maintain the power battery system energy density and other technical indicators will not be adjusted. However, while extending the subsidy period, the new rules also set the stage for a future phase-out: for the first time, a ceiling of 2 million annual subsidies has been set.
[Tesla China raises the price of Model 3]
According to Tesla's official website, the prices of the upgraded version and the long-lasting version of the made-in-China Model3 standard have increased by 4500 yuan and 5000 yuan respectively. At present, the subsidized price of the Model3 standard renewal version is 303550 yuan, and the long-term version is 344050 yuan, while the price of the high-performance version, which will only be delivered in January next year, will remain unchanged at 419800 yuan.
Institutional point of view
Tianfeng Securities said that the market stage rebound, the overall region is still the bottom of the interval shock, trend opportunities still need to wait. In addition to thematic investment opportunities such as agriculture and online celebrity e-commerce, domestic investment opportunities such as consumption, medicine and building materials are still the focus of the market. At the same time, the early adjustment of new infrastructure, new energy, electronics and other science and technology stocks, especially the leading stocks with high performance and price performance, also need to be actively concerned.
Haitong Securities pointed out that yesterday, although the stock index trading volume enlarged, but closed the negative line, lost the 5-day line, the 60-day line pressure is still very large, and did not use the 22 Yang Baoyin strong trend to further break through the resistance level. It shows that the market is very cautious, the strength of high selling has not been weakened, there is about to be a directional choice, and the probability of downward breakthrough is on the high side. Many stocks showed a trend of yin and yang yesterday, getting closer and closer to the low of 2646 points. The possibility of a sharp fall in the short term is not ruled out, which is the exact opposite of the recent trend of the index. On the position, it is suggested that investors gradually reduce the position and wait patiently for the low point of the market to appear.
Citic Construction Investment Analysis in the first quarter of the active fund heavy position shareholding pointed out that the active fund heavy position market value proportion generally declined, the gem position rose for three consecutive quarters, and the main board position has dropped to the historical 28.5% quartile level. The allocation of active funds to Hong Kong stocks has continued to rise since the 2019 mid-report, with 2020Q1 Hong Kong stocks rising to 4.83 per cent. Citic growth style positions increased significantly month-on-month, financial style positions decreased significantly. The holding style continues to grow on the small side. Dividing the style from the industry level, the market value of pharmaceutical and technology shareholding has increased significantly, while the position of financial, real estate and consumer (excluding medicine) sector has declined significantly. At the secondary industry level, the market value of funds in sub-industries such as computer applications, medical devices, chemical pharmaceuticals and biological products has increased significantly, while sub-industries such as banking, white goods, insurance, beverage manufacturing and electronic manufacturing have been reduced by active funds. Moderate equity holdings continued to fall, adding pharmaceuticals, reducing positions in household appliances and banks.
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