SMM5 monthly News: a-share three major index opened high across the board, after the opening of the index high shock, on the disk, semiconductors, airport shipping and other plates have pulled up one after another. Near the close of trading in the morning, the overall index fluctuated down, and in the afternoon, the index maintained the trend of shock consolidation, the gem index was the top gainer, the secondary new stock plate remained active, individual stocks in the two cities rose more and fell less, the rate of explosion was lower, and the atmosphere slightly improved.
As of the close, the Prev index rose 0.81% to 2898.58 points, with a turnover of 256.278 billion yuan; the Shenzhen Composite Index rose 1.21% to 11052.85 points, with a turnover of 385.245 billion yuan; and the gem index rose 1.38% to 3956.25 points.
Plates and individual stocks
Photoresist concept stocks rose sharply, Walt Gas, Feikai materials, Jacques science and technology limit, Baotong technology, Gaomeng new materials have followed up.
Today, the main capital inflows into the top ten
Review of changes
Airport shipping plate opened higher, Huaxia Airlines rose 4%, Spring and Autumn Airlines, China Eastern Airlines, auspicious Airlines, Air China and so on rose.
The concept of gold weakened, Yintai gold fell more than 4%, while Lihua Jewelry, Shandong Gold, Hengbang shares and Shengda Resources fell 3%.
REITS concept higher, HNA investment straight up limit, Everbright Jiabao, Nanshan Holdings, Shun Feng Holdings followed.
Semiconductors and components plate pull strong, Whalun crystal rapid limit, Perry shares one-word board, Xiaocheng Technology, Beijing Junzheng, Fuman Electronics and so on.
Wireless headset plate continues to pull up, a total of electric sound up and down, Xinwanda up more than 6%, Walker, Saint Bond shares, Fuman Electronics, Corson Technology and so on.
Internet celebrity economic plate active, Lafang home chemical trading, Mengjie shares before the board, Wanxing Technology, Kunlun Wanwei, Longzi shares rose.
Photoresist plate continued to rise, Feikai materials rose 4%, Jacques Technology, Lanying equipment, Jetty Micropower, Gaomeng new materials and other collective rise.
The agricultural planting plate has been pulled up, the development of new farmers has risen by more than 6%, and Honghui fruits and vegetables, Xinsai shares, Yasheng Group, Hainan Rubber and so on have risen.
Secondary new stocks continue to strengthen, Jindan Technology, Washington Chang have sealed the board, Rima Industry, surveying and Mapping shares, Ruixin Technology and so on rose.
Kochuangban continued to rise in the afternoon, Walt Gas rose by the daily limit, and Gibel, Chengdu Leader and China Micro all rose more than 10%.
Fluorine chemical industry pull up, Zhongxin fluorine material pull up sealing plate, multi-fluorine, Sanmei shares, Juhua shares and so on.
[Ministry of Transport: speed up the compilation of the outline of the National Comprehensive three-dimensional Transportation Network Planning]
On the morning of May 19, Minister of Transport Li Xiaopeng revealed at the news conference of the State New Office on "speeding up the Construction of a Traffic Power and promoting the High-quality Development of the Transportation Industry" that the compilation of the outline of the National Comprehensive three-dimensional Transportation Network Planning (2021-2050) is being speeded up and is now being finalized and released this year.
[Bancassurance Regulatory Commission: continuous optimization of the structure of financial products to increase stronger sources of funds for the capital market]
The CBIC stressed that judging from the current situation, non-performing loans in the banking industry have increased, but the rate of increase is within the expected range, the overall operation of the stock market, bond market, and foreign exchange market is stable, and the impact of overseas epidemics on the banking and insurance industry is generally controllable. The CBIC will coordinate the work of epidemic prevention and control and economic and social development and financial services in accordance with the requirements of "six stability" and "six guarantees."
[central bank: strengthen scientific and technological support to further carry out the construction of "digital central bank"]
The people's Bank of China held a teleconference on scientific and technological work in 2020, which pointed out that we should strengthen scientific and technological support, carry out in-depth construction of a "digital central bank", enhance the level of financial services and financial supervision, and strengthen the overall guidance on network security and informatization in the financial industry. promote the implementation of password application and innovative development in the financial field
[Ministry of Science and Technology: is organizing and compiling the scientific and technological development plan for the next 15 years and the scientific and technological innovation plan of the 14th five-year Plan]
Wang Zhigang, minister of science and technology, said: we are organizing and compiling a scientific and technological development plan for the next 15 years and a scientific and technological innovation plan for the 14th five-year Plan, centering on the scientific and technological needs of basically realizing socialist modernization, and strengthening the top-level design of scientific and technological reform and development.
[Ministry of Science and Technology: the R & D investment of the whole society reached 2.17 trillion yuan in 2019, ranking 14th in the innovation index in the world]
Wang Zhigang, secretary of the party group and minister of the Ministry of Science and Technology: in 2019, the R & D investment of the whole society reached 2.17 trillion yuan, accounting for 2.19% of GDP; the contribution rate of scientific and technological progress is expected to be 59.5%. According to the (WIPO) evaluation of the World intellectual property Organization, China's innovation index ranks 14th in the world.
Institutional point of view
Anxin Securities said that A-shares are expected to continue to benefit from the continued marginal improvement in liquidity, earnings and risk appetite, showing a volatile upward trend, and the market will actively pay attention to layout opportunities in the event of a short-term correction due to external disturbances. In the near future, the industry focuses on: new energy vehicles, military industry, semiconductors, cloud computing, Internet, communications, securities firms, aviation, etc., focusing on autonomous control, satellite Internet, Hubei regional revitalization and so on.
Guosheng Securities believes that the reform of the capital market is accelerating and must and will become a key force in accelerating scientific and technological innovation. The growth of science and technology is the main line in the medium and long term. Once again, we are ushering in a capital market with two-way expansion to serve transformation, upgrading and scientific and technological innovation. The growth of science and technology will also become the main line in the medium and long term.
Open source securities believe that the recovery rate of the infrastructure industry chain is stronger and faster than that of manufacturing and terminal consumption; the order of recovery verification is infrastructure first, consumption later, and finally the growth industry (TMT). "Infrastructure" and "consumption" have become the focus of fiscal policy. We have observed that the approval and start-up of infrastructure projects have been accelerated. At the same time, the volume, price and inventory of meso-indicators in the infrastructure industry chain have been improved. Recommend profit certainty, valuation in the median level: machinery and equipment, building materials. CICC said 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 being repaired; and the two sessions will be held this week. Policy growth and 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.
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