SMM6 March 12: affected by the outer disk, the index opened sharply lower. Then the index rose rapidly, taking the lead in turning red in the creation of the fingerplate. On the disk, the concept of photoresist is greatly low, the medical concept has become an absolute hot spot in the market, and the mask stock has also changed. On the whole, the market popularity has picked up sharply, the concept of theme has risen one after another, and there are nearly a thousand popular stocks in the two cities. Near midday, the index remained volatile and higher. On the whole, the market sentiment is relatively good, but individual stocks still fall more and rise less, and the market explosion rate is higher. On the market, securities firms, Fujian plate have changed. As of press time, the Prev Index was at 2909.73 points, down 0.38%; the Shenzhen Composite Index was at 11194.52 points, down 0.44%; and the Chuangshi Index was at 2198.10 points, up 0.11%.
Review of changes
The concept of photoresist was greatly reduced, with Zhangjiang Hi-Tech, Jingfang Technology, Pulit, Core Micro, Guangxin Materials and so on falling more than 3%.
The concept of medical device service has risen, and master biology has risen by 5%, while Yingke Medical, Mingde Biology, Zhende Medical and so on have risen.
Tesla concept is active, Huachangda trading limit, Dawn shares, Xiuqiang shares, Feilong shares and other collective rise.
Photoresist plate changed to pull up, Guangxin materials rose more than 3%, Jetty Micro-electricity, Rongda photosensitive, Jacques Technology, Nanda Optoelectronics and so on rose slightly.
The chemical pharmaceutical sector continued to rise, Lianhuan Pharmaceutical rose 6%, and Lu Kang Pharmaceutical, Dezhan Health, Rundu shares, Xingqi Eye pills and so on rose one after another.
The webcast plate was pulled up, Wanlima rose by the daily limit, Shanghai Tianyang rose by more than 7%, and Shunwang Technology, Longda Meat, supply and Marketing Daji, Antarctic e-commerce and so on rose.
The online education sector continued to rise, Chinese online and China Media Holdings rose by the daily limit, Wanda Information rose by more than 5%, and Sou Yute, Quantong Education, Danghong Technology, Kunlun Wanwei and so on rose.
The securities plate was pulled up, Huaxin shares rose more than 7%, Huachuang Yangan, Tianfeng Securities, Oriental Wealth, Great Wall Securities and so on rose.
Message surface
[gem registration schedule finalized! The relevant policies will be issued before the end of June and will be landed within the year]
The timetable for the reform of the gem registration system has been set! Yesterday (June 11), the State Council issued opinions on the implementation of the division of labor among key work departments in the Government work report. It is mentioned that the gem should be reformed and the registration system should be piloted to develop a multi-level capital market. The task, led by the CSRC, issued relevant policies before the end of June and landed this year.
[the issuance of government bonds in the third quarter is large or the central bank may cut the reserve requirement to maintain reasonable and sufficient liquidity]
According to the government work report, the fiscal deficit this year will increase by 1 trillion yuan over last year, to 3.76 trillion yuan; at the same time, 1 trillion yuan of special treasury bonds will be issued to fight the epidemic; and 3.75 trillion yuan will be arranged for local government special bonds, an increase of 1.6 trillion yuan over last year. A proactive fiscal policy should be more active and promising, which will play an important role in doing a good job of "six stability" and "six guarantees".
Suck in 30 billion yuan! The second largest IPO in the world can sell short on the first day! ]
On June 11, Jingdong Hong Kong IPO raised HK $30.1 billion, making it the second largest IPO, in the world this year. The Jingdong public offering is nearly 180 times oversubscribed and Hong Kong shares are priced 4.1 per cent higher than ADR. After successfully listing in Hong Kong, Jingdong will become the fourth listed company on the Hong Kong Stock Exchange with the same shares and different rights, and the second e-commerce company to be listed in the United States and Hong Kong at the same time after Alibaba. On the same day, however, it was revealed that Liu Qiangdong had stepped down as an executive at three trading companies under Jingdong.
Institutional point of view
The strategy team of China Merchants Securities believes that in the second half of 2020, three main lines of science and technology with clear industrial trends should be paid attention to: self-driving and new energy vehicles; self-controllable and domestic substitution; and new infrastructure.
GF Securities is not only optimistic about leisure services, airports, home appliances, and gold jewelry repaired by residents' consumer demand; consumer electronics (Apple chain), machinery and equipment, and white electricity related to export demand repair; the "cyclical three Musketeers" (heavy trucks, building materials, construction machinery) that benefit from the scene revolution (IDC, medical information).
Guojin Securities is more optimistic about the domestic demand sector, believing that in terms of industry configuration, the domestic demand sector has higher certainty and can focus on those industries in which both ends of supply and demand in the domestic demand plate benefit at the same time, suggesting "left-handed consumption" and "right-handed infrastructure".
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