SMM5 March 21: the three major indexes opened higher, the index fluctuated after the opening, the Prev and Shenzhen Composite Index turned green, the radio and television sector plate was relatively strong, stocks in the two cities fell more and rose less, and the overall moneymaking effect was poor. Then the index rebounded, the gem once rose nearly 1%, the industrial Internet plate changed. Near the close of trading in the morning, the index fell again, stocks in the two cities fell more and rose less, the overall market atmosphere was general, and the profit-making effect was insipid. As of the morning close, the Prev index was up 0.05% at 2885.20 points; the Shenzhen Composite Index was down 0.04% at 10944.53 points; and the Chuang Seng Index was up 0.46% at 2127.87 points.

Review of changes

The concept of digital countryside is higher, the radio and television network is closed in a straight line, Fubon shares are trading at the opening limit, Guiguang network and Guangxi radio and television are up.

The agricultural planting plate fell sharply, the development of new farmers fell by more than 8%, and Xinsai shares, fragrant pear shares, Jinjian rice industry, and Denghai seed industry fell collectively.

Semiconductor and components plate abnormal pull up, Danbang science and technology limit, Tianjin Pulin, Zhaoyi Innovation, Sanhuan Group and so on.

The concept of state-owned assets reform in Shanghai is higher, Zhangjiang high-tech, Shibei high-tech, Pudong Jinqiao rise, Lujiazui, Shanghai Meilin and so on.

Liquor concept changes pull up, alcoholic spirit rose 3%, Gujing tribute wine, Shunxin agriculture, Shanxi Fenjiu, willing wine industry and so on rose slightly.

The concept of photoresist fell sharply, Jingrui shares, blue British equipment fell 5%, Tongyi shares, Feikai materials, Nanjing University Optoelectronics and so on fell.

Food processing and manufacturing plate pulled up, plus food rose the limit, negotiated food rose 3%, Guangzhou Restaurant, Simai Food and so on rose slightly.

Industrial Internet changes pull up, Dongtu science and technology seal board, Haide control, Jin Zi Tianzheng, Yellow River whirlwind and so on rise.

The medical device sector strengthened, with Sanyou Medical up more than 13%, Mindray Medical up more than 9%, and Yuyue Medical, Yingke Medical and Ribang Instruments up more than 7%.

Message surface

[Huawei issues "White Paper on Autopilot Network Solutions"]

Recently, during the global analysts' conference HAS 2020, Huawei released the "White Paper on Autopilot Network Solutions" to systematically explain the future network architecture, operation and maintenance architecture and its key technologies. Through the coordination of the three layers of AI capabilities of network element, network and cloud, Huawei will enable the network to move towards minimalism and ultra-wide, operation and maintenance to man-machine collaboration, and provide practical reference for the digital transformation of operators and industry partners.

The third session of the 13th National Committee of the Chinese people's political Consultative Conference (CPPCC) opens at 3 pm today. The third session of the 13th National people's Congress (NPC) will open at 3 pm on May 21 at the Great Hall of the people in Beijing. At the opening session, members of the CPPCC National Committee will hear and deliberate the work report of the standing Committee of the CPPCC National Committee and the report of the standing Committee of the CPPCC National Committee on the work of motions since the second session of the 13th CPPCC National Committee.

[two departments: the UHD video standard system will be initially formed by 2020] the Ministry of Industry and Information Technology and the State Administration of Radio, Film and Television have issued a guide to the construction of the UHD video standard system (version 2020). Among them, it is pointed out that by 2020, the UHD video standard system will be initially formed, and more than 20 urgently needed standards will be formulated, focusing on the development of key technical standards and testing standards, such as basic general purpose, content production and broadcasting, terminal presentation, industry application and so on. By 2022, we will further improve the ultra-high definition video standard system, formulate more than 50 standards, and focus on promoting the standardization of applications in key areas such as radio and television, culture, education and entertainment, security monitoring, medical and health, intelligent transportation, and industrial manufacturing.

Institutional point of view

Tianfeng Securities said A shares are expected to benefit from continued marginal improvements 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 it. At present, the rhythm of resuming work and production is becoming more and more clear, and the expectation of economic marginal improvement is high. An important meeting will be held soon, policies will enter a warm-up period, heavy policies will prop up regional economic development and benefit the real economy and financial markets, and domestic demand and import substitution are still the focus of attention in the later stage. Pay attention to the domestic demand supported by the policy and the areas that are deeply affected by the epidemic and are marginal to recovery, such as building materials, cars, leading real estate, film and television, food and beverages, and so on.

Looking forward to the future, Shanxi Securities pointed out that the short-term market is expected to continue a volatile trend, and the upward risk of bond yields creates a certain pressure on the valuation of the short-term equity market, while the market lacks a clear main line. Funds huddled together to warm up led to capital congestion in individual sectors, significantly high valuations, and short-term pullback pressure.

Northeast Securities pointed out that A shares are still running in the stock game in the volatile market pattern. There is not much room for upward, and there is pressure near the annual line; downwards, there is a greater probability of stepping back on the demand for the 20-day moving average, but under normal circumstances, when the closing price falls below the 20-day moving average in a volatile city, there is often a short-term opportunity.

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