SMM5 March 7 News: the opening of the three major indices are mixed, after the opening of the index concussion weakened, technology stocks shock consolidation, agricultural planting plate across the board active. Near the close of trading in the morning, the index rebounded slightly, the three major indexes all turned red, and on the disk, most of the theme concepts rose and fell. On the whole, individual stocks rise and fall each other, making money effect is general. By the close of trading in the morning, Prev was up 0.01% at 2878.43 points, Shenzhen Index was up 0.20% at 10904.78 points, and Chuangxin Index was up 0.09% at 2112.22 points.

Abnormal review

5G plate high open, Huaxing Entrepreneurship, Yitong Century, Sinorama Technology, Creative Information, Majie Technology and other collective trading.

Agricultural planting plate rose rapidly, new agricultural development limit, Denghai seed industry, Fengle seed industry, Yasheng Group, Nongfa seed industry rose slightly.

Securities plate change pull up, Nanjing Securities rose 4%, Bank of China Securities, Hongta Securities, Guosheng Financial Control, CITIC Construction Investment and so on.

Mask stock changes, Guoen shares pull up the seal, Yanjiang shares, Shunjie soft, Dawn shares and so on.

Big infrastructure plate early morning change pull up, Hongrun construction rose 6.4%, Tengda construction rose 2.22%, Longjian shares, Chinalco International and so on.

Liquor concept pulled up, alcoholic wine up 5%, Shanxi Fenjiu, Yingkai tribute wine, Wuliangye and other small increases.

Message surface

[the United States plans to work with Huawei to develop 5G standards]

The Commerce Department is close to issuing a new regulation to allow US companies and Huawei to jointly participate in the development of 5G network standards, sources were quoted as saying.

[the Chinese team releases the results of the world's first animal experimental study of the new crown vaccine]

On May 6, Chinese scientists took the lead in publishing the results of animal experiments on the new coronavirus du vaccine in the top international academic journal Science (Science). Due to the rapid increase in new cases, coronavirus disease (COVID-19) quickly attracted global attention in 2019, and the pathogen was identified as SARS-CoV-2. Because of the novelty of the virus, there is no SARS-CoV-2-specific treatment or vaccine. Therefore, there is an urgent need to rapidly develop an effective vaccine against SARS-CoV-2.

[China's new services PMI rose 1.4 percent from March to 44.4 in April]

The Caixin China General Services Business activity Index (PMI), released on May 7, recorded 44.4% in April, up 1.4 percentage points from March, but still in the contraction range, indicating that service sector output continued to decline and the downward rate slowed. Previously announced in April, Caixin China's manufacturing PMI fell 0.7 percent to 49.4, and then recovered the contraction range. Led by the PMI of the service industry, Caixin China's composite PMI recorded 47.6 in April, rising 0.9 percent, still in a contraction range.

Institutional point of view

Citic Securities said May was expected to be the second half of a-share rise in the second quarter and the best investment window for the second quarter. Configuration, it is suggested that the new and old infrastructure and related technology leaders (5G, cloud computing, new energy vehicles, etc.) as the main line; at the same time, we can continue to layout the pre-epidemic suppressed by the high-quality stagflation plate, including catering, duty-free, department stores, liquor, consumer electronics, automotive electronics, kitchen and electricity, CRO, real estate development and other sub-areas.

Shanxi Securities said that this week the market is still dominated by shock collation, funds in the game to choose a new direction. On the plate side, it is recommended to pay attention to large infrastructure (construction, building materials), new infrastructure (5G, cloud computing), agriculture and other deterministic plates.

Anxin Securities said that in the coming stage, the core keyword of the fundamental trend is "recovery." With the end of the global economic shutdown, with the support of unprecedented monetary and fiscal policies, the global economy is expected to recover, and A shares are expected to usher in a "recovery cow." The "recovery cow" is based on three excess expectations: greater-than-expected global policy co-ordination, better-than-expected economic recovery and better-than-expected domestic reforms.

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