SMM6 March 10 News: morning trading size index significant differentiation, the creation index continues to be strong, Prev weak concussion. On the market, the performance of the water conservancy plate is particularly eye-catching, the planting industry, agricultural service plate followed the rise, the concept of Hainan rose again. On the whole, the market atmosphere is general, and the money-making effect is poor. Near midday, the index was tidying up sideways, with nearly 2500 shares falling in the two markets, with an explosion rate of nearly 50 per cent. Most of the theme concepts fluctuate downwards. Plate stocks fell more than rose less, the two markets make money effect in general, in the afternoon, the index differentiation is still the same, Chuang Index Station on the 2200 mark, Prev decline narrowed slightly. At the end of the day, the index fell again, and the two cities continued to fluctuate. As of the close, the Prev index fell 0.42% to close at 2943 points, the Shenzhen Composite Index rose 0.46% to close at 11335 points, and the gem index rose 0.94% to close at 2201 points.
Today, the net inflow of main capital into the top ten
Review of changes
The agricultural planting plate has been pulled up, with Dabei Nong rising by more than 3%, while the shares of the new competition, the sea seed industry, the agricultural development seed industry, and the development of new farmers have risen.
Photoresist plate continued to decline, Nanda Optoelectronics, Jetty Micro Power fell 6%, Guangxin Materials, Zhangjiang Hi-Tech, powerful new materials and so on fell.
Jinri Toutiao concept weakened, Jiayun Technology, Guangbo shares fell by the limit, Xuanya International, Lianchuang shares, Tencent shares, Jinke Culture and so on fell.
The concept of medical device service rose, Bairen Medical and Lanfan Medical increased by more than 8%, while Master Biology, Sanxin Medical and Dabo Medical rose.
Agricultural service plate changed to pull up, Dayu water-saving limit, blue biology rose more than 5%, Shenlian biology, Preco, Haili biology and so on rose.
The papermaking sector rose, Castle Peak Paper rose by more than 8%, while Shanying Paper, Jingxing Paper, Xianhe shares and Yibin Paper rose.
The satellite navigation plate was pulled up, Huali Chuangtong rose by the daily limit, Zhonghaida rose by more than 4%, and Aerospace Hongtu, Beidou Xingtong, Tianyin Mechatronics, Huazhai Navigation and so on rose.
The photoresist plate was pulled up, Pulitte rose more than 9%, Rongda sensitivity rose more than 6%, Jin Li Tai, Tongyi shares, Baotong Technology, Core Source Micro and so on rose.
Message surface
[Bureau of Statistics: CPI rose 2.4% year-on-year in May PPI fell 3.7% year-on-year]
According to the latest data from the Bureau of Statistics, consumer prices across the country rose 2.4% in May from a year earlier. Of this total, urban prices rose by 2.3%, rural areas by 3.0%, food prices by 10.6%, non-food prices by 0.4%, consumer goods prices by 3.3%, and service prices by 1.0%. From January to May, consumer prices nationwide rose 4.1 percent over the same period last year. In May, consumer prices across the country fell 0.8% from the previous month. Of this total, urban prices fell by 0.7%, rural areas by 0.9%, food prices by 3.5%, and non-food prices unchanged. (national Bureau of Statistics)
[market participants: a series of rules on gem reform and pilot registration system will be released soon]
The last batch of rules related to the gem reform and pilot registration system, such as the guidelines for prospectuses and special regulations for issuance and underwriting of gem companies, have been completed for public consultation. Market participants expect that a series of rules and regulations on the gem will be officially released in the near future, and companies that intend to land on the gem will soon be able to submit IPO declaration materials to the Shenzhen Stock Exchange, and the gem will officially enter the era of registration.
[civil Aviation Administration: flights with related countries are expected to increase moderately in the near future]
"at present, we are communicating with relevant countries on the adjustment of international passenger flights," said Xiong Jie, a spokesman for the Civil Aviation Administration. "judging from the progress of our work, flights with relevant countries are expected to increase moderately in the near future. In the next step, under the condition of ensuring the safety of epidemic prevention, we will continue to resume some international passenger flights in a safe and orderly manner to further meet the return requirements of Chinese students and overseas Chinese and overseas Chinese. we will make positive efforts for the resumption of work and production in their respective countries, deepening cooperation, and ensuring the stability and smoothness of the industrial chain and supply chain.
[clinical trials of African classical swine fever vaccine in China are progressing smoothly]
According to the Chinese Academy of Agricultural Sciences, the environmental release and clinical trials of African classical swine fever vaccine independently developed by Harbin Veterinary Research Institute are progressing smoothly. According to the clinical trial plan, the key research team launched clinical trials of the vaccine in Heilongjiang, Henan and Xinjiang in early April, early May and early June respectively, with a total of about 3000 pigs. Clinical effectiveness trials are under way. In the next step, the Chinese Academy of Agricultural Sciences will speed up the research and development of vaccines in accordance with the requirements of biosafety management of animal vaccines and veterinary drug evaluation.
[2 trillion yuan goes directly to cities and counties! The State Council finalizes the key points of support and the method of transfer payment]
Following the landing of the direct tool of monetary policy on June 1, the direct tool of fiscal policy is also coming! Premier Li Keqiang presided over an executive meeting of the State Council on June 9 to determine a special transfer payment mechanism for the new financial funds to directly benefit enterprises and the people.
Institutional point of view
Citic Construction Investment said that in the process of market rebound, there are several hidden worries: although the index has rebounded continuously, investors are still worried about the uncertainty of the recent rebound. While the overseas market continues to reach a new high, the domestic market is lukewarm and makes people wait and see about the rebound space. Therefore, if the current index wants to break through, it still needs the help of incremental funds, and if the transaction continues to shrink, we still need to pay attention to the possibility of a correction in the market at any time. On the whole, the market is in a long-short intertwined stage, the short-term need to pay attention to whether there are new incentives to maintain the sustainability of the rebound and further expand the space. In operation, it is suggested that investors strategically lay out the core targets of securities firms, consumer retail and new infrastructure, and can properly participate in the trading opportunities of new energy vehicle industry chain, lithography machine and media concept in the short term.
Looking forward to the future, Northeast Securities said that at present, the A-share market is in a state of equilibrium, and the characteristics of the stock game are still obvious. Taking into account the volume contraction, the gap and the multiple transaction pressure on the 3000-point front line, as well as the uncertainty of the external environment, there is a certain probability of pullback, such as the withdrawal of 2850 Mel 2900 points. Tend to be moderately cautious in the short term, the short-term winning rate is declining, appropriately reduce positions at every high, control some positions, and when there is a pullback, you can consider making up for bargains.
Guosheng Securities said that the market short-term volatility market may continue, and then experience full energy storage, time for space, is expected to continue the "slow bull" market. In the operation, the core targets such as brokerage, consumer retail, home appliances, new energy vehicles, new infrastructure and so on can be arranged in the medium and long term. In the short term, we can pay attention to the opportunities of stagflation and repair industries and the related industries of policy guides.
Shen Wanhongyuan said that non-agglomeration alternative consumption is expected to gradually benefit from the upward household savings rate, first to cars; new and old infrastructure is still the definite direction, focusing on investment opportunities for 5G, new energy vehicles, semiconductor equipment consumables, building decoration, building materials and construction machinery leaders; During the second quarterly report, it may be a window for the layout of consumer electronics. The Internet of things, ultra-high definition and cloud games on 5G applications are expected to become a flexible attack direction in the rebound phase.
China Merchants Securities believes that in the second half of 2020, there are three directions for reference in thematic investment: self-driving is the first possible breakthrough under 5G+AI enabling; areas where overseas policies are accelerated and domestic industrial changes are opened are new energy vehicles; external policies accelerate self-control driven by the superimposed science and technology cycle; and new infrastructure with investment of 10 trillion in the next five years and continuous investment opportunities in subsectors.
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