SMM6 March 9 News: the three major indices opened slightly higher in early trading, followed by concussion, and the index rebounded sharply after yesterday's pullback. On the market, the concept of stall economy has warmed up slightly, and the pharmaceutical sector has soared collectively. On the whole, the positive mood of doing long funds, the gradual warming of the concept of theme, and the effect of making money in the market is better. At midday, the index continued to fluctuate higher, and the growth rate of the gem once expanded to 1.3%. On the market, the previous strong performance of Hainan, MINILED, agriculture and other sectors a sharp pullback, brokerage stocks changed slightly, artificial meat, Internet celebrity economy, media plate also rose. The rate of individual stocks is slightly higher, and the moneymaking effect continues to strengthen. As of press time, the Prev Index was at 2951.70 points, up 0.47%; the Shenzhen Composite Index was at 11272.08 points, up 0.50%; and the Chuangshi Index was at 2178.85 points, up 1.17%.
Review of changes
Jinri Toutiao concept rose, Lianchuang shares, Tianlong Group, Xuanya International collective trading, Caesar Culture, Global Printing followed up.
The concept of stall economy has warmed up, the limit of food in Xi'an, Jiangzhun Automobile, Jinhe Commerce, Zhejiang East Japan and so on rose slightly.
Photoresist plate changed to pull up, strong new materials rose 6%, Tongyi shares, Soda vig, Yida shares, Shanghai Xinyang and so on rose.
The chemical pharmaceutical sector rose, Renfu Pharmaceutical and Jiuzhou Pharmaceutical rose 7%, while Enhua Pharmaceutical, Borey Pharmaceutical and Zhejiang Pharmaceutical rose.
The online travel sector rose, Tengbang International rose, Zhongxin Travel rose by more than 4%, and China National Travel Service, Lingnan Holdings, first Travel Hotel and CYTS rose.
The securities sector rose, Oriental wealth rose by more than 4%, Hongta Securities, Huaxin shares, Tianfeng Securities, Guojin Securities and so on rose.
Logistics plate changes to pull up, Xinning logistics limit, Jiayu International, Zhongchuang Logistics, Yingfei Storage and other small increases.
Message surface
[the space for domestic substitution of tens of billions of yuan in the industrial chain is emerging after the implementation of the "most stringent" national six emission standards in history)
According to the announcement on adjusting the relevant requirements for the implementation of the sixth national emission standard for light vehicles jointly issued by the Ministry of Ecology and Environment, the Ministry of Industry and Information Technology, starting from July 1, 2020, the national sixth emission standard for light vehicles will be implemented nationwide. The production of light vehicles with the national fifth emission standard is prohibited, and imported light vehicles should meet the national sixth emission standards.
[multi-departments strongly support the construction of Hainan free trade port to draw up the first negative list of China's cross-border service trade this year]
At a press conference held by the Information Office of the State Council on the 8th, relevant responsible persons of various departments introduced the "General Plan for the Construction of Hainan Free Trade Port". Among them, Wang Shouwen, vice minister of commerce and deputy representative of international trade negotiations, said that the first negative list of China's cross-border service trade will be drawn up this year. Pan Gongsheng, deputy governor of the people's Bank of China and director of the State Administration of Foreign Exchange, said that in terms of financial support, cross-border direct investment suitable for new forms of market demand will be explored.
Return to the first place of new energy! Model 3 sales soar Tesla soars 7% near an all-time high]
According to data released by the Federation of passengers on June 8, Tesla sold 11095 domestic Model 3 vehicles in May, an increase of 205% over the previous month, bringing it back to the top of the monthly sales list of new energy vehicles. As a result, Tesla shares opened high and closed 7.26 per cent higher at $949.92, an all-time high, up just 2 per cent from its all-time high of $968.99.
Institutional point of view
Looking to the future, Shen Wanhongyuan believes that the upward trend of A-share fundamentals in the second half of the year is expected to be confirmed. The fundamentals of the new economy have bottomed out and rebounded, and scientific and technological growth is expected to regain its offensive nature. The Xinguan pneumonia epidemic has brought a more thorough clearance, superimposed by the rising household savings rate and the release of demand, we can expect a big rebound "very much like a bull market" in the second half of the year, and gradually turn to strategic optimism in the second half of the year.
Societe Generale Securities forecasts that, on the whole, the market may show a volatile pattern in the second half of 2020, with economic fundamentals in a crisscross period of upward domestic demand and downward external demand, but superimposed with the overall loose internal liquidity, policy backing and frequent reform dividends, A shares are expected to be full of vitality after dormant. From a global point of view, considering the factors such as high performance-to-price ratio and low allocation ratio, the best asset is in the Chinese stock market.
Citic Construction Investment said that the characteristics of market style switching are becoming more and more obvious, and attention should be paid to grasping the rotation opportunities between different sectors in the future. Pay attention to the signs of loosening of high-level stocks, there is an opportunity to actively band; participation angle can choose more early adjustment in place of the relevant plate stage opportunities, but also gradually realized. From a medium-and long-term point of view, with the gradual disclosure of the performance notice of the future semi-annual report, performance factors may attract the attention of the market, focusing on the selection of medium-and long-term performance stocks is still the main strategy in the future.
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