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The three major indexes pulled up red gallium nitride and rare earth plates weaker in early trading.
Sep 15,2020 13:31CST
translation
The content below was translated by Tencent automatically for reference.

SMM News: the three major indices were pulled up and turned red in early trading. On the disk, affected by the news, the airport shipping and tourism plate strengthened significantly. The concept of C2M is active, while the third-generation semiconductor plate, which rose sharply yesterday, began to weaken, the rotation of the market plate accelerated, individual stocks fell more, rose less, and market sentiment picked up somewhat. Near the close of trading in the morning, the two cities continued to fluctuate. The wait-and-see mood of funds is more obvious, the money-making effect is general, the concept of market C2M has become a hot spot in the two cities, the agricultural planting plate is also relatively declining, the rotation of the market plate is accelerated, and individual stocks fall more and rise less. By the close of trading in the morning, the Prev index was up 0.28% at 3288.07 points, with a turnover of 141.9 billion yuan; the Shenzhen Composite Index was at 13106.76 points, up 0.65%, with a turnover of 290.4 billion yuan; and the pioneering index was at 2587.45 points, up 0.58%, with a turnover of 162.5 billion yuan.

From a disk point of view, C2M, airport shipping, scenic spots tourism ranked at the top of the plate growth list, while gallium nitride, agricultural clothing, and rare earths ranked at the top of the plate decline list, among which, gallium nitride plate, Jucan optoelectronics, dry photo optoelectronics, Yangjie technology, and easy things fell at the top; rare earth permanent magnet plate, Zhangyuan tungsten industry, Hongda Xingye fell at the top.

Hot spot plate

1. Tourism

Western region tourism, Caesar tourism, Tengbang International, Xi'an tourism and other stocks are strong.

Message side:

With the approach of the National Day Mid-Autumn Festival holiday, the work of resuming work and production for the tourism industry is constantly advancing, and the popularity of the industry is expected to recover. The agency believes that tourism enterprises are recovering rapidly, and combined with the business revenue of the "National Day" golden holiday, the performance of listed tourism companies in the third and fourth quarters is expected to be greatly improved.

2. Airport shipping

Air China, China Eastern Airlines, China Southern Airlines, auspicious Airlines, Huaxia Airlines and so on rose.

Message side:

According to data released by the Civil Aviation Administration of China on September 15, civil aviation production as a whole continued to pick up in August, with a total transport turnover of 7.54 billion ton / km, down 34.6 percent from the same period last year and up 4.7 percent from the previous month.

Message surface

1. National Bureau of Statistics: from January to August, the national investment in real estate development was 8.8454 trillion yuan, an increase of 4.6% over the same period last year, and the growth rate was 1.2 percentage points higher than that in January-July. Of this total, residential investment was 6.5454 trillion yuan, an increase of 5.3 percent, or an increase of 1.2 percentage points. China's industrial added value rose 5.6% in August from a year earlier, with an expected increase of 5.1% and a previous increase of 4.8%.

2. Fu Linghui, spokesman for the National Bureau of Statistics, said: generally speaking, industrial production has not yet returned to a normal state, and many industries and enterprises are still relatively difficult at present, especially some small and medium-sized enterprises. the problem of operational difficulties is still more prominent. In the next stage, we should continue to expand domestic demand, dredge the circulation of the industrial chain, stabilize the industrial chain and supply chain, and promote the stable recovery of the industrial economy.

3. In its reply to proposal No. 1479 of the third session of the 13th CPPCC National Committee, the Ministry of Agriculture and villages said that at present, all three northeastern provinces have allocated 15.887 billion yuan in central funds for farmland construction in 2020, supporting the construction of 14.69 million mu of high-standard farmland, accounting for more than 18.4% of the country's total tasks.

4. Jin Junhao, deputy director of the Department of Transport of the Civil Aviation Administration, announced the relaxation of the access policy for flights on some domestic routes. There are mainly two measures: one is to relax the limit on the maximum number of flights per week in the approved section. The second is to relax access restrictions on feeder routes involving the three major airports in Beijing, Shanghai and Guangzhou. After the adjustment, 32 airports with passenger throughput between 1 million and 2 million in 2019 will not be restricted by the entry threshold for the number of navigation points.

5. The Supreme people's Court issued the opinions on strengthening the punishment of intellectual property infringement in accordance with the law, stipulating and improving the judicial relief measures for intellectual property rights, so as to effectively curb infringement and create a good business environment ruled by law.

6. National Bureau of Statistics: from January to August, the country's online retail sales totaled 7.0326 trillion yuan, an increase of 9.5 percent over the same period last year and 0.5 percentage points higher than that of January-July. Among them, the online retail sales of physical goods totaled 5.8651 trillion yuan, up 15.8 percent, accounting for 24.6 percent of the total retail sales of consumer goods. Among the online retail sales of physical goods, food, clothing and consumer goods increased by 35.4 percent, 1.1 percent and 18.3 percent, respectively.

Institutional point of view

Jufeng Investment believes that after the continuous adjustment of A shares, the market ushered in multiple positive. Science and Technology Innovation Board 50 four ETF funds have been officially approved, which is expected to bring no less than 40 billion new funds to the market. The social finance data for August is 3.58 trillion, which is 1.59 trillion higher than that of the same period, indicating that enterprises are more willing to raise funds and the market capital is loose. The pilot measures for the Supervision and Administration of Financial holding companies have been issued to guard against systemic financial risks and have a positive impact on the market. Multiple positive stimulates A-shares to rebound on Monday, and technology stocks that have been adjusting for a month stand out. The Kechuang 50 index rose 4.5% at one point, but the increase narrowed after 10:00 and fell back to 2% in the afternoon, indicating that the market is more willing to hold high-profile positions. The rebound market will not be there in one fell swoop. Operationally, investors can participate in the overfalling and rebounding market of technology stocks, while the middle line continues to pay attention to new energy vehicles and new infrastructure (transmission and distribution electrical, environmental protection engineering, engineering construction, etc.) and other sectors with good prosperity.

Tianxin Investment Gu said that the disk does not have a clear theme, mainly to repair. In operation, to control the position, it is recommended that at most half of the position is advisable, or to the middle line of thinking, pay attention to the larger quality of varieties bargain through the control of the position to gradually participate, patiently hold.

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