SMM4 13: morning index low open low walk, followed by weak consolidation. On the disk, RCS plate low plate pull up, cement, pesticide plate performance strong, planting plate continues to fall. On the whole, the mood of capital wait-and-see rises again, the money-making effect becomes worse, and the fried board rate is higher. Near the end of the morning, the index rebounded slightly. On the disk, the epidemic related plate continues to move higher, the pesticide plate continues to be active. On the whole, individual stocks fall more or less, the number of families is not high, the fried board rate is higher, the market atmosphere is still not strong, the money-making effect is general. As of press time, the Shanghai index was 2787.28 points, down 0.33%, the Shencheng index was 10251.86 points, down 0.45%, and the index was 1925.65 points, down 1.24%.
Abnormal review
RCS rich media communications concept led the decline, Wu Tong Holdings, Hailian Jinhui fell by the limit, Samsung Medical, Caixun shares fell more than 7%.
Pesticide stocks strengthened, Changqing shares rose by the limit, the red sun rose 9%, middle farmer Lihua, Andorra A, Lanfeng biochemical rose.
Agricultural planting plate fell sharply, Jinjian rice industry, Xinsai shares fell by the limit, Suken agricultural development, Fengle seed industry fell more than 6%.
Cement plate continued to pull up, the peak cement rose 5%, Huaxin cement, conch cement, Qilian Mountain, Ningxia building materials and so on.
Mask plate strengthened, Xinlong holding rose by the limit, Yanjiang shares, Jingfeng doctor before the stop, Nanjing Julong, re-rising technology rose more than 7%.
Influenza plate pulled up, Yiling pharmaceutical industry rose by the limit, Tailong pharmaceutical industry rose more than 9%, the people Tongtai, Chinese medicine shares rose.
Scenic spots and tourism plate continued to pull up, Qujiangwen travel touch plate, Lingnan holding rose 4%, Xi'an tourism, Sante cableway and so on.
Construction machinery plate change pull up, Shantui shares rose by the limit, Shanhe intelligence, Liugong, Zhonglian heavy branch and so on to follow the rise.
Message surface
[Guan Xuan! OPEC + reached historic production reduction agreement]
OPEC + reached a historic production reduction agreement, the G20 is expected to follow, the oil price war is expected to end. In the early hours of Monday, Beijing time, the OPEC + oil alliance of the world's leading oil producers announced a historic agreement to cut production in an effort to end the devastating oil price war.
[100 Hainan free trade port construction projects started today with a total investment of 48.9 billion yuan]
The concentrated start and signing ceremony of Hainan free trade port construction project was held today. This time, a total of 100 projects were started, with a total investment of 48.9 billion yuan. In terms of project types, it covers industrial development, upgrading of "five networks" infrastructure, people's livelihood and public services, of which 50 "five networks" infrastructure upgrading projects, with a total investment of 29.7 billion yuan, accounting for 61 percent of the total project investment. (issued by Hainan)
[Shanghai Action Plan for promoting online New Economic Development (2020-2022)]
At a press conference held today by the leading Group on epidemic Prevention and Control in Shanghai, the Municipal Economic and Information Commission issued the "Shanghai Action Plan for promoting online New Economic Development (2020-2022)." The plan is clear: gather "100 +" innovative enterprises, launch "100 +" application scene, create "100 +" brand products, break through "100 +" key technologies and other action goals; focus on unmanned factories, industrial Internet, online medical and other 12 development priorities; implement 6 special actions, such as intelligent interactive core technology research actions and new infrastructure support actions; implement five safeguard measures, such as increasing overall planning and coordination. (Securities Times Network)
Institutional point of view
Guangfa Securities said that the configuration to maintain the main line of domestic demand. Referring to historical experience, industry allocation follows the order of "performance comparative advantage" in the initial stage of writedown and "policy hedging direction" + "performance repair elasticity" in the later stage of writedown. Recommended configuration: (1) relative performance advantage (medicine / food and beverage / game); (2) industry logic is stable & undisturbed by external demand science and technology growth (IDC/ medical information); (3) counter-cyclical policy to promote the expansion of infrastructure chain (building materials / electrical equipment).
Citic Securities: active allocation to meet the inflection Point of the Market
This week ushered in the first quarter of the domestic economic data landing, is the market in the short term the last disturbance. With the disclosure of economic data in the first quarter and the stabilization of the overseas epidemic, a relatively comprehensive and objective assessment of the impact of the epidemic on the domestic economy is possible, the policy tone is expected to be clearer and more positive, the measures will be stronger, and investors' previous concerns will fall to the ground, so the inflection point at the bottom of the market is expected to be confirmed after the landing of various economic data next week.
Recently, the process of global capital reallocation has begun, and the average daily inflow of funds northward has reached 3.2 billion, which has returned to the level before the outbreak in January, mainly the inflow of allocated foreign capital, and the signs of industrial capital entry have increased significantly, with a total of 12 listings since the beginning of the year. 147 companies have increased their holdings. The rapid recovery of the domestic economy is still on its way, the forward-looking financing index has returned to the level of the fourth quarter of last year, and the overall industry recovery rate is estimated to have returned to more than 90%.
Haitong Securities: the market is in a phased rebound, which may fall back after the rebound
The core conclusion: 1A shares stage rebound due to the improvement of overseas liquidity outside the market, domestic macro policy further increased, the whole is still interval shock. 2 the trend opportunity still needs to wait for the fundamental data to pick up again, track the overseas epidemic situation, the domestic return to work and resume production. (3) when external demand is insufficient, domestic demand should be replenished, focusing on more robust new infrastructure and consumption.
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