SMM5 March 18: the opening of the three major indexes are mixed, after the opening weak, the creation index fell more than 1%, on the market, the western development plate performance is strong, the market risk aversion sentiment is obvious. Subsequently, the overall index concussion rose, A-share three major indices all turned red, gold plate concussion higher. In the afternoon, the red market concussion of the three major indices, liquor plate abnormal pull up, on the disk, the overall differentiation of the market, the main board index is relatively strong, the money-making effect is OK. Near the close, the two cities fell, the gem index and Shenzhen Composite Index turned green at the end of the day, individual stocks in the two cities fell more and rose less, and the money-making effect was general.
As of today's close, the Prev index rose 0.24% to 2875.42 points, with a turnover of 289.09 billion yuan; the Shenzhen Composite Index fell 0.40% to 10921.15 points, with a turnover of 442.714 billion yuan; and the gem index fell 0.44% to 2114.86 points.
Plates and individual stocks
On the news, on 17 May, the CPC Central Committee and the State Council issued the "guiding opinions of the CPC Central Committee and the State Council on promoting the large-scale Development of the Western region to form a New pattern in the New era," in order to speed up the formation of a new pattern of the large-scale development of the western region, 36 specific measures have been put forward to promote high-quality development in the western region. Western Entrepreneurship, Western Construction, Beixin Road Bridge rose by the limit, Xinjiang Jiajian, Beibu Gulf Port, Dagang Holdings, Tibet Tianlu and other collectives opened high.
Net inflow of main funds into the top ten
Review of changes
Xinjiang, Tibet plate opened high, Xinjiang Jiaojian, western animal husbandry, western construction, Beixin Road and Bridge, Zhubo design and other opening collective trading limit.
Helmet concept stocks strengthened, National Science and Technology, Nanjing Julong rose by the daily limit, Sanfu Outdoor, Yi Zhimi, Shanghai Phoenix and other top gainers.
Semiconductors and components plate higher, Huawei Electronics, Perry shares rose, Anji Technology, Shanghai Beiling, Changdian Technology and so on rose.
Photoresist plate is strong, Rongda photosensitive, blue British equipment limit, Walter gas, core source micro, Jingrui shares, Jacques technology and so on.
The defense industry plate changed to pull up, Andaville rose in a straight line, North Motorola Hi-Tech opened and sealed the board, stone refining aviation, matron technology, race microelectronics and so on rose.
Agricultural planting plate pulled up, new race shares rose, new agricultural development, fragrant pear shares, Zhongxing bacteria industry, Denghai seed industry and so on rose.
Semiconductors and components plate diving, Huazheng new materials fell the limit, Huawei Electronics opened the board, Shengyi Technology, Dongshan Precision, Fenghua Hi-Tech and so on weakened.
Rare earth permanent magnet plate higher, Jintian copper industry rose by the limit, Zhonglu shares, Boyun new materials earlier sealed the plate, Minmetals rare earth, Jinli permanent magnet, Sheng and resources rose.
China Great Wall rose rapidly in intraday trading. On the news, China Great Wall launched China's first semiconductor laser stealth wafer cutting machine.
The defense industry plate strengthened, aviation technology rose by the daily limit, Andaville, Stone Refining Aviation, Beimo Hi-Tech, and Boyun new materials were collectively sealed, and China ship defense rose by more than 9%.
Hainan plate abnormal pull up, Dadonghai A rose 5%, Haiqi Group, Hainan Ruize, medium tungsten high-tech and so on.
The food processing and manufacturing plate continued to rise, Tianrun Dairy rose by the daily limit, Anji Food earlier sealed the plate, Hengshun vinegar industry rose 9%, Miaoke Landuo, New Dairy and so on rose.
The concept of liquor rose stronger, Shanxi Fenjiu rose more than 6%, Yanghe shares, Shuijingfang, Wuliangye, and so on rose.
Kweichow Moutai shares hit a record high, rising 2.8 per cent on the day above 1350 yuan.
The agricultural planting sector continued to rise in the afternoon. Jinjian rice industry and new agricultural development rose by more than 8%, while Zhongxing fungus industry, snow banyan biology, Shennong science and technology rose.
Super heavy! The central government issued a ten-thousand-word document to support the development of the western region. The complete list of concept stocks in the four major sectors of the wind outlet]
On 17 May, the CPC Central Committee and the State Council issued the guiding opinions of the CPC Central Committee and the State Council on promoting the large-scale development of the western region to form a new pattern in the new era, to speed up the formation of a new pattern of the large-scale development of the western region, 36 specific measures have been put forward to promote the high-quality development of the western region.
[Ministry of Commerce: speed up the construction of Hainan free trade port]
Minister of Commerce Zhong Shan said at a news conference held by the State Information Office on the 18th that the free trade port is a new highland for reform and opening up in the new era, and the next step is to speed up the construction of a free trade port in Hainan.
[China Unicom and ZTE sign 6G strategic cooperation agreement]
On May 17, China Unicom and ZTE signed a 6G joint strategic cooperation agreement. According to the contents of the strategic cooperation agreement, the two sides will give full play to their innovative advantages in the field of 6G, jointly explore 6G goal vision and technological trends in view of China Unicom's network and business situation, and carry out research on potential key technologies of 6G system. carry out technological innovation and standards cooperation to achieve strategic coordinated development.
Gold explodes! The international gold price hit a seven-and-a-half-year high and private gold consumption is also picking up.]
On the morning of May 18, spot gold in London continued to rise, breaking through $1760 / oz, reaching a peak of $1764.06 / oz, the highest since October 2012.
[national Bureau of Statistics: commodity housing sales prices rose slightly in April]
In April 2020, with the further consolidation of the situation of prevention and control of new crown pneumonia in China, the economic and social order was further restored, and the backlog of housing demand due to the epidemic was further released. All localities continue to resolutely implement the decisions and arrangements of the CPC Central Committee and the State Council, and adhere to the positioning that houses are used for living, not for speculation. Prices in the real estate market in 70 large and medium-sized cities have continued to rise slightly, but on the whole they are still relatively stable.
Institutional point of view
Citic Securities said that the escalation of US restrictions on Huawei affected market sentiment, but the actual impact was limited. It is expected that the clear policy consensus of the "two sessions" will not be weaker than expected, superimposed by a loose macro liquidity environment, and A shares are still in the window of this round of slow rise, and on configuration, we still propose to take new and old infrastructure and technology leaders (5G, cloud computing, new energy vehicles, etc.) as the main line, of which in the short term we can focus on the infrastructure sectors supported by the public opinion of the "two sessions"; at the same time, we will continue to lay out high-quality stagflation varieties suppressed by the epidemic.
Haitong Securities: be patient in the short term and work step by step
Core conclusions: 1 the market valuation is low, the liquidity environment is loose, the core factor affecting the market is profit, and the periodic rebound since 319 still needs to withdraw shock, which stems from the weak data at present. 2 looking forward to the whole year, corporate profits are expected to fill the Q1 pit, that is, positive growth, but we still need to follow up the follow-up policies and epidemic control. June-July is a verification period. (3) strengthen confidence in the medium term, be patient in the short term, work step by step, external demand is insufficient to make up for domestic demand, first focus on new infrastructure and consumption, and medium-term technology and securities firms are better.
CICC comprehensively considers that the early rebound in the A-share market is less than that in the peripheral markets; China's resumption of work and production is further deepening and is substantially ahead of overseas; domestic policies are making efforts and economic activity data are obviously repaired; and the two sessions will be held this week. Policy growth is stable, stable expectations are gradually improving. Market valuations are still low, investors' positions are not high, and there is no need to be too pessimistic about the trend of A-shares in the future. In operation, we will continue to adhere to the direction of "pure domestic demand" and "import substitution".
Founder Securities said that the intensity of expanding domestic demand continues to increase with the grim situation, and when external demand encounters obvious shocks and some domestic demand is unstable, it usually puts forward the maximum combination of "expanding consumption and expanding investment". After the previous domestic demand policy was upgraded to "double expansion", various measures were continuously stepped up, and then or synchronized, the market ushered in a round of bull market. The current strategy of expanding domestic demand driven by two-wheel drive of consumption and investment has been confirmed, and the clear proposal of expanding domestic demand in history is often an important observation signal before the start of the big bull market.
Citic Construction Investment Securities: the market adjustment continues, but the space may be limited.
The latest view predicts that with the resumption of work after the epidemic, the economy is expected to return to normal step by step in the second and third quarters, and the market is expected to return to around the January high of 3150 by the end of the third quarter.
The motherboard as a whole is in the rising cycle that began on March 24, and has entered the 2-wave adjustment stage in the short term. With reference to the recovery speed of China's domestic demand, the expected adjustment time and space may be lower than expected, and it is recommended to maintain a medium position. And wait patiently for the two sessions to give a clearer signal direction.
Gem, as a small and medium-sized market capitalization plate in the market, is more significantly affected by the news of economic recovery. its short-term rhythm is close to that of the main board, and it will be a better time to wait patiently for the end of the two waves that may not be too long. it is recommended to maintain the medium position in the short term, and the market capitalization style to maintain the dominance of the gem.
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