SMM4 30: the morning index opened high, the index rose more than 1.5%, the Prev index, Shenzhen Composite Index rose more than 1%. On the disk, the holiday concept stocks all strengthened, Tesla, consumer electronics, semiconductors and other theme concepts blossomed. On the whole, the plate stocks rose and fell less, the capital mood is relatively high, and the money-making effect is gradually getting better. Towards the end of the morning, the index remained strong. The Shenzhen Composite Index rose 2%. The Prev index rose nearly 1.5%. On the disk, the whole line of science and technology stocks is active, the brokerage plate is also high, the concept of photoresist changes to pull up. The market atmosphere continues to improve, the plate stock rose, the money-making effect is better. As of press time, the Shanghai index was up 1.30 per cent at 2859.21 points, the Shenzhen Composite Index at 10724.90 points, up 2.00 per cent, and the Chuang Index at 2068.91 points, up 1.89 per cent.
Wireless headphone plate change pull up, Jiahe intelligent limit, Ganfeng lithium industry rose more than 6%, Anjie technology, Yi Wei lithium energy, ring Xu electronics, rich full electronics and so on.
Tesla concept stocks continued to pull up, Jingwei shares, Sanfeng Intelligent, Silver Wheel shares rose by the limit, Huachanda, Top Group, World Games Circuits, Huayu Automobile rose more than 7%.
Integrated circuit concept plate change pull up, long electricity science and technology limit, Zhuo Sheng micro, rich micro electricity, Lan Qi science and technology, rich electronics and so on. Kechuangban Juchen shares rose more than 10%.
Photoresist plate strong, Walter gas rose more than 7%, Jingrui shares, capacity large photosensitive, core source micro, Yongtai technology and so on.
Division board shares Juchen shares rose by the intraday limit, now reported 63.61 yuan, turnover rate of 9.28%, turnover of 153 million yuan, the current total market value of 7.687 billion yuan.
5G plate strong, Shida Group limit, moved to communications rose more than 7%, to pure science and technology, Oriental Electric heating, Dongfang Tong, Wanma Technology and so on.
Securities plate change pull up, Hongta Securities rose more than 7%, Bank of China Securities, Tianfeng Securities, Huaxin shares rose.
[national Bureau of Statistics: China's official manufacturing PMI in April was 50.8, expected 51, previous 52]
In April, the situation of epidemic prevention and control in China was further consolidated, the order of production and life was restored quickly, and the production and operation activities of the manufacturing and non-manufacturing industries continued to improve. Manufacturing PMI was 50.8 per cent, down 1.2 percentage points from the previous month; non-manufacturing business activity index was 53.2 per cent, up 0.9 percentage points from the previous month; and the composite PMI output index was 53.4 per cent, up 0.4 percentage points from the previous month.
[daily loss of 220 million, four major airlines a huge loss of 20 billion in a single season! The dark time is over? April 29, a number of airlines disclosed a quarterly report, compared with the miserable competition, Air China, Southern Airlines, Eastern Airlines and HNA Holdings all suffered huge losses. Spring and Autumn Airlines and Regional Airlines, as low-cost airlines, are no exception, with net profit falling in the triple digits from a year earlier. It is worth noting that Spring and Autumn Airlines is the smallest decline of these airlines.
[Tesla will lower the price of the Model 3 standard extension to 300000 yuan] Tesla announced its first quarter results on April 30, Beijing time. On the earnings call, Elon Musk, Tesla's founder, said the company would lower the price of the extended version of the Chinese-made Model 3 standard tomorrow to meet the new requirements of the energy subsidy policy. Musk said that although the price has been reduced, but the move is expected to increase the gross profit margin of the Chinese-made Model 3, he did not disclose specific price cuts or implementation plans.
Institutional point of view
Citic Construction: by 2020, Tesla is expected to achieve a shift in the localization rate of its components from 30% to nearly 100%; Tesla, which supplies autonomous power batteries, is expected to take the overall supply chain status of new energy vehicles to the next level. It is suggested that investors should pay attention to the global power battery leading enterprises and high-quality suppliers of the industry chain.
China Galaxy: with the gradual increase of infrastructure investment, the acceleration of the start of major projects, and the increase in the amount of new special debt to local governments, it is expected that the growth of infrastructure investment demand will become the main tone of cement demand in 2020.
Southwest Securities said that the epidemic repeatedly or lengthened the market "pit" cycle, medium and long-term bargain step by step allocation of two main lines: first, the counter-cyclical adjustment policy is more sensitive, profit growth is more deterministic and low valuation varieties, such as Internet media, brokerage, gold and infrastructure. Second, varieties that have been significantly impacted in the global epidemic cycle, are sensitive to the economic cycle and still have a lot of room for upward valuation, including transportation (aviation), leisure services, and so on. Short-term proposal to continue to "group" downstream must choose consumer goods, agriculture, infrastructure and other higher risk aversion varieties, the first choice of gold.
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