SMM5 March 28 News: morning trading index almost flat, and then shock stronger, Shencheng index, Chuangshi index quickly pulled up and stronger after touching the bottom. Furniture home improvement, automobile plate continued to be strong, and then, the three major indices rose and fell, Prev rose narrowed, the index continued to weaken after a brief red. On the market, securities firms, finance and other weight plates have strengthened one after another. Cement, liquor plate decline, photoresist plate continued to weaken. In the afternoon, the index rebounded sharply, the Prev became stronger and stronger, and the decline of the creation index narrowed significantly. On the disk, Hainan, graphene plate has changed, science and technology plate stocks have strengthened one after another. On the whole, the capital sentiment continues to pick up, and the money-making effect has also rebounded one after another.

As of the close, the Prev index rose 0.33% to 2846.22 points, with a turnover of 239.234 billion yuan; the Shenzhen Composite Index fell 0.27% to 10653.49 points, with a turnover of 339.058 billion yuan; and the gem index fell 0.80% to 2054.96 points.

Plates and individual stocks

Recently, the price of terbium series in the domestic rare earth market has continued to rise, and the downstream inquiry has increased. In addition, the rare earth collection and storage plan is expected to be a good support for the heavy rare earth market, taking into account the tight impact of Myanmar's customs closure on the domestic import supply of heavy rare earths, thus having a greater impact on the tightening of supply and demand and price increases of heavy rare earths such as dysprosium and terbium. Long Magnetic Technology, China Road shares, Yinglohua, etc., Hongda Xingye, Jintian Copper, etc.

There is a net inflow of main capital today.

Review of changes

The concept of the dairy industry opened weaker, the new dairy industry fell 6%, and Sanyuan shares, Cody Dairy and Huangshi Group fell one after another.

The securities sector was active, with Caitong Securities up more than 3%, while Bank of China Securities, CIC Capital, Nanjing Securities and CITIC Construction Investment rose slightly.

The communications service plate has been pulled up, the radio and television network has touched the board, Hubei radio and television has risen by 7%, Guangxi radio and television, Guiguang network, auspicious TV media, Oriental Pearl, and so on have risen.

The whole vehicle plate is strong, Jianghuai Automobile and Jinlong Motor have risen by the daily limit, while Jiangling Motor, Zhongtong bus and Futian Motor have risen.

The concept of Internet finance is strong, Sony Finance is up by the daily limit, Hang Seng Electronics, Compass, Zhongtian Finance and so on.

The securities sector continued to strengthen, Caitong Securities rose by the daily limit, while Nanjing Securities, Bank of China Securities, Hongta Securities and Zheshang Securities rose.

The concept of liquor continued to strengthen, Yingjia tribute wine rose 9%, alcoholic liquor, Shanxi Fenjiu, willing wine industry, old white dry wine and so on rose.

Photoresist plate continued to decline, blue British equipment fell 8%, Rongda photosensitive fell 6%, Jacques Technology, Nanjing University Optoelectronics and so on fell.

Rare earth permanent magnet concept pull stronger, Yinglohua trading limit, Jinli permanent magnet, Jintian copper industry, Zhenghai magnetic materials and so on.

The concept of virtual reality changes, Yi Shang shows the pull-up touchpad, Hengxin Oriental, Jiachuang Video, Silk Road Vision and so on.

Jinri Toutiao concept changed to pull up, Guangbo shares rose by the daily limit, Shengguang Group, Caesar Culture, Tianlong Group, Jiayun Technology and so on rose.

Graphite electrode plate abnormal pull up, Fangda carbon rose more than 7%, Hesheng Silicon Industry, Yuanxing Energy, Baosteel shares, Yicheng Xineng and so on rose.

Message surface

[11 financial reform measures of the Financial Commission have all been involved in the gem registration system and the new third board transfer board]

Eleven financial reform measures were issued, setting the focus of financial market reform in the future. The 11 financial reform measures issued by the Office of the Financial Commission on May 27 are related to the reform plan for small and medium-sized banks, the gem reform and pilot registration system, the new three-board transition board, and the strengthening of administrative penalties for financial violations. According to the arrangements of the Office of the Financial Commission, these financial reform measures will be launched in the near future in accordance with the principle of "mature one launch one".

There is a high probability of five consecutive stops! Domestic oil prices are expected to continue to maintain the "5th era"]

At 24:00 on the 28th, the window for a new round of price adjustment of domestic oil products will open. Up to now, there have been four consecutive stops in domestic oil prices this year due to the "floor price" mechanism. The agency expects that the current round of high probability will still trigger the protection mechanism without adjustment.

[rumors of an affair with Guoxuan Hi-Tech and rumored acquisition of a 50% stake in Jianghuai highlight Volkswagen's electrification ambitions in China]

On May 27th, it was reported that Volkswagen Group was in the process of final negotiations on the acquisition of a 50% stake in Anhui Jianghuai Automobile Group holding Co., Ltd. (hereinafter referred to as Jianghuai Holdings), the parent company of Jianghuai Automobile (600418jinSH). The amount of the merger was not less than 3.5 billion yuan.

[EDA concept stock Shentong Metro shares doubled by the daily limit of 8 in 9 days. These shadow stocks are still lying on the floor]

After the EDA concept stock Shentong Metro rose 8 times in a row, it opened sharply higher in early trading today, with the intraday limit rising to 14.87 yuan, and the share price hit a new high in more than 4 years. The reason why Shentong Metro is so skyrocketing is mainly due to its participation in Huada Nine days, the leading domestic EDA company.

[the third session of the 13th National people's Congress approved the national economic and social development plan for 2020]

The third session of the 13th National people's Congress adopted a resolution on the implementation of the 2019 national economic and social development plan and the 2020 national economic and social development plan, and approved the 2020 national economic and social development plan.

Institutional point of view

Guosheng Securities pointed out that the market volume can still maintain a low level, the future may still be dominated by shocks. In operation, it is still invested from the perspective of valuation in the short term, and the plate with low valuation has a higher margin of safety, which is worth paying attention to. 1. Real estate: the margin of safety of valuation is about 30%, which is seriously undervalued, and there are signs of marginal relaxation of policy, which is worth paying attention to; 2. Insurance: the latest PEV of the industry is 0.88, which is extremely low in history, which is worth paying attention to; 3. Brokers: the margin of security of valuation is very high, more than 20%, which is worth paying attention to; 4. The difference between the current dividend yield of airports, highways, electric power, railway transport and ports with high dividend yield and the ten-year treasury bond yield is about 2.38%, which is high relative to the historical level, which is worth paying attention to.

Citic Construction Investment said that the market is characterized by a weak market, and there is still a high probability of repeated shocks in the future. Under the background that macroeconomic uncertainties affect market risk preference, defensive sectors that just need to be supported are generally favored by market funds, and investors can focus on sectors with high performance certainty, such as agriculture, forestry, animal husbandry and fishing, food and beverages, and so on.

Haitong Securities believes that considering external factors, investors should be cautiously optimistic in the short term. Although the market shrinks, it is not without investment opportunities. Large consumption sectors and domestic alternative technology stocks can effectively cope with the economic recovery after the epidemic and the impact of trade frictions. In addition, since the epidemic, resource stocks have continued to decline, but recently, with the sudden rise of the rare earth plate, many stocks have gradually stepped out of the left side, slowly forming a long-headed pattern. In the future, resource stocks are expected to pick up the rising baton of consumer and technology stocks.

Galaxy Securities said in a statement that the short-term A-share market will fluctuate upward with the decline in the risk of the new crown epidemic. Some industries and indices will be highly resilient. Continuous attention should be paid to the process of global new crown epidemic prevention and control and the strength of relevant countermeasures, as well as the disturbance to the market caused by poor market fundamental expectations and poor capital expectations.

Huaxin Securities said that the trend of medium-term adjustment of A shares has basically been established, although there is a short technical repair in the process, but it is more difficult to change the downward trend. For investors, the restorative market will enter the second half. Position control will become the key to short-term operation.

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