SMM5 March 20 News: the opening of the three major indices are mixed, after the opening of the market overall horizontal market shock, on the disk, lithium battery plate pulled up sharply, the overall money-making effect is general. Near the close of trading in the morning, the overall index was weak and fluctuating. On the market, the Internet celebrity plate was repeatedly active, while other concepts fell one after another. In the afternoon, the three major indexes fluctuated downwards, with the creation index falling more than 1%. The western development and wireless headphone plate changed on the disk, the theme concept was depressed, the popularity went down again, and stocks in the two cities fell more or less, and the money-making effect was poor.
As of the close, the Prev index fell 0.51% to 2883.74 points, with a turnover of 269.177 billion yuan; the Shenzhen Composite Index fell 0.94% to 10948.48 points, with a turnover of 417.524 billion yuan; and the gem index fell 1.21% to 2118.12 points.
Plates and individual stocks
Jianghuai Automobile, Lifan shares pulled up the touch plate, BYD, BAIC Blue Valley, Zhongtong bus and so on rose.
Today, the net inflow of main capital into the top ten
Review of changes
Lithium battery plate is strong, Pu Tailai, wisdom Songdela rise limit, Enjie shares, Ningde era, Dangsheng technology and so on.
The whole vehicle plate changed to pull up, Jianghuai Automobile pulled up the contact plate, BYD, Lifan shares, BAIC Blue Valley, Zhongtong bus and so on rose.
The agricultural planting plate went higher unilaterally, the share of fragrant pear rose by the limit, the development of new farmers rose by 8%, and the shares of Xinsai, the public mushroom industry, and the Denghai seed industry rose.
The concept of photoresist rose sharply, Lanying equipment, Shanghai Xinyang both rose the limit, Jacques Technology rose 9%, Rongda photosensitive, Jingrui shares rose.
The economic plate of Internet celebrities changed, rising by the daily limit on Saturday, Yuan Longyatu up 8%, Tianchuang Fashion, Gravitation Media and so on.
The securities plate was pulled up, Huachuang Yangan rose 4%, while Tianfeng Securities, Bank of China Securities, CITIC Construction Investment, Nanjing Securities and so on rose.
Wireless headphone plate changes, Gore shares rose more than 5%, walker, Gunda Electronics, Quanzhi Technology, Corson Technology and so on rose.
The banking sector moved up, with Qingnong Commercial Bank up more than 6%, Ping an Bank, China Merchants Bank, Hangzhou Bank, Suzhou Bank, and so on.
The Xinjiang Revitalization Plate has been pulled up, the North New Road Bridge has risen by the daily limit, the construction of the western region has risen by more than 8%, and Guangzheng Group, Xinjiang Jiajian, and Qingsong Jianhua have risen.
Semiconductors and components fell sharply, Zhuosheng slightly fell 9%, Qingyi Optoelectronics, Weir shares, Ruixin fell more than 7%.
[Ministry of Industry and Information Technology: about 40% of foreign-funded enterprises have indicated that they will increase their investment in China in the near future.]
Miao Wei, minister of industry and information technology, said: we should pay attention to and care about the issue of the industrial chain, but we should not politicize it too much. I believe that all entrepreneurs will have a correct judgment and a correct choice. Perhaps a person will come up with a case to say that so-and-so products have been transferred from China to other countries, but there are also many foreign enterprises coming to invest in China every day. Recently, we conducted a survey, and about 40% of foreign-funded enterprises said that they would increase their investment in China in the near future.
[Minister of Industry and Information Technology Miao Wei: vigorously promote the development of new industries and new forms of business]
Miao Wei, Minister of Industry and Information Technology: vigorously promote the development of new industries and new forms of business. We will actively promote the new generation of information technology support services for epidemic prevention and control and the resumption of work and production, and vigorously support technological innovation and industrial applications such as 5G, artificial intelligence, industrial Internet, Internet of things, vehicle Internet, big data, block chain, and so on. Distance education, telecommuting, online shopping and other forms of business are developing rapidly.
[Shanghai: financial subsidy of 4000 yuan for each new car with national sixth emission standard fuel]
The Shanghai Municipal Development and Reform Commission issued "some measures to promote Automobile consumption in this City": automobile sales enterprises registered in this city buy new fuel vehicles that meet the requirements of the sixth national emission standard, and the city gives a financial subsidy of 4000 yuan to each vehicle.
[Miao Wei, Minister of Industry and Information Technology, presided over a seminar on a smooth global automobile supply chain]
On May 19, the Ministry of Industry and Information Technology organized a seminar on a smooth global automobile supply chain to discuss major issues related to the development of the automobile industry, and jointly promote the recovery and development of the global automobile industry after the epidemic. Xu Liuping, chairman of FAW Group, Li Shufu, Chairman of Geely Group, Cao Dewang, Chairman of Fuyao Glass, Schnack, Executive Vice President of Volkswagen Group in China, Toyoda Darang, President of Toyota Motor Co., Ltd., Tan Yuesheng, Global Vice President of Bogwarner, Zhao Fuquan, Dean of Automotive Industry and Technology Strategy Research Institute of Tsinghua University, shared online communication.
[LPR released in May: 1-year and 5-year varieties are the same as the previous month)
The central bank recently announced that China's one-year loan market quoted interest rate (LPR) was 3.85% in May and 3.85% in April. The five-year loan market quoted rate (LPR) is 4.65%, compared with 4.65% in April.
Institutional point of view
Guosheng Securities said that at present, the market is still dominated by the stock fund game, with a good number of daily limit boards, but it does not contribute much to the index. In the environment of loose monetary and fiscal policies, the policy tone of underpinning economic operation and the economic fundamentals of continuous repair support the short-term market. Under the condition of high-level shocks and intertwined multi-empty factors in the general environment, the market is still dominated by shock consolidation. In the short term, we can focus on the direction of the policy priorities of the two sessions. It is expected that it will focus on loose monetary policy and proactive fiscal policy, continue to promote economic transformation and upgrading led by new infrastructure, and firmly expand domestic demand.
Tianfeng Securities believes that although May-June is a performance vacuum, but performance is more important. In terms of specific configuration, the short-term quarterly dimension should report high-growth sectors in the layout, such as data centers, semiconductors, games, medical information, military industry, animal vaccines, construction machinery, garbage disposal, decorative building materials and so on.
Anxin Securities believes that in the next few months, the core of A shares is not to accurately grasp small fluctuations, but to ensure that the general trend of "recovery cattle" is grasped. The end of the "two sessions" will not be the end of the "recovery cow". It is expected that A shares will continue to benefit from the continued marginal improvement in liquidity, earnings and risk appetite, showing a volatile upward trend. If there is a short-term correction due to external disturbances, the market will actively pay attention to layout opportunities. 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.
Zhongyuan Securities believes that there are still uncertainties in the overall market environment, but the overall downward space is limited. Recently, the policies of the automobile and new energy vehicle industry continue to be warm, and the follow-up focus will be on the development plan of the 13th five-year Plan of new energy vehicles and the progress of Tesla batteries. In the medium to long term, the development prospect of the new energy vehicle industry is determined, and the plate is worthy of active attention, but it is expected that the performance and trend of individual stocks will be divided.
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