SMM6 18 news: early Prev high open low, low sustained shock, near noon index shock strong, three major stock index early collective red, gem index rose more than 1%, artemisinin concept stocks continue to rise, the second new, aquaculture stocks warm up again, in addition, fertilizer, online games, agriculture, animal husbandry, fishing and other plates also rose in the lead. Rare earth permanent magnet continued to decline, shipbuilding, non-ferrous metals led the decline in the two cities. By midday, the Prev index was up 0.08 per cent at 2889.98 points, the Shenzhen Composite Index was up 0.29 per cent at 8806.07 points, and the gem index was up 0.92 per cent at 1455.67 points. The market as a whole shrank and consolidated, with stocks rising and falling half way up and down.
Review of abnormal movement
Hengtong Optoelectronics resumed trading by one word, closing more than 70,000 hands, the company announced the purchase of 51% of Huawei's marine assets.
Jilin Expressway and Changbai Mountain both rose by the limit, Changchun Jingkai, Shuguang shares, Jinzhou Port and Longjian shares opened one after another.
Sichuan local stocks opened higher, Sichuan Jinding rose by the limit, Sichuan Shuangma, Sichuan Luqiao, Chengdu Luqiao collective rose
Rare earth plate fell across the board, Zhenghai magnetic materials fell 8%, Jinli permanent magnet, Zhangyuan tungsten industry, Minmetals rare earth, Dehong shares have weakened
Lanshi reload opened in a straight fall, once fell by the limit, trading volume of more than 200 million.
The concept of blockchain has gradually strengthened, leading Xinchen Science and Technology has soared by 8%, and Gold Certificate shares, Koran Software, Tianxia Wisdom and Langxin Technology have strengthened slightly.
The performance of the second new shares plate is eye-catching, China Jane Technology, Yinsai Group, computer numerical Control, Asian Optoelectronics and other collective sealing board, La Carla rose 7%, Dipp Technology, Hongyuan Electronics have strengthened one after another.
Pig raising plate continued to rise, Zhengbang science and technology rose 9%, Jin Xinnuo, Tianbang shares, Tang Renshen, New Wufeng and other collective strength
Message surface
[the opening of the Shanghai Stock Connect capital market continues to increase in breadth and depth]
The launch of the Shanghai Stock Connect is not only an important exploration of China's capital market reform and opening up, but also an important part of Sino-British practical cooperation in the financial field. It will have an important and far-reaching impact on broadening two-way cross-border investment and financing channels, promoting the common development of the capital markets of China and the United Kingdom, and helping to build an international financial center in Shanghai. The opening of the Shanghai Stock Connect shows that China's determination to promote reform and development through opening up will not waver, the pace of independent opening up of the capital market will not stop, and confidence in promoting the win-win development of economic and financial cooperation among all countries will not change.
[Bureau of Statistics: price increases in commodity housing sales in first-and second-tier cities are generally stable in May 2019]
In May, various localities continued to implement the long-term regulation and control mechanism of one city, and the main responsibility of the city government, and the real estate market continued to remain stable. According to a preliminary estimate, the sales prices of new commercial housing in four first-tier cities rose 0.3 percent from the previous month, down 0.3 percentage points from the previous month. Of these, Beijing, Guangzhou and Shenzhen rose 0.6%, 0.8% and 0.4% respectively, while Shanghai fell 0.1%. The price of second-hand housing sales rose 0.1% from the previous month, down 0.3% from the previous month. Among them: Beijing and Shenzhen are the same, Shanghai is up 0.1%, Guangzhou is down 0.3%. Sales prices of new commercial housing in 31 second-tier cities rose 0.8 per cent month-on-month, the same increase as the previous month, while second-hand housing prices rose 0.5 per cent, down 0.1 percentage points from the previous month. Sales prices of new commercial housing in 35 third-tier cities rose 0.8 per cent month-on-month, 0.3 percentage points higher than the previous month, while second-hand housing prices rose 0.6 per cent, the same increase as the previous month. (national Bureau of Statistics)
[Tibet ushered in a major historical opportunity for Belt and Road Initiative]
Sponsored by the Information Office of the State Council and the people's Government of the Tibet Autonomous region. The China Tibet Development Forum was held in Lhasa on 14 June. Nearly 160 government officials, experts, scholars, and media reporters from 37 countries and regions expressed their views and enthusiastically discussed the theme of "Belt and Road Initiative" and the opening up and development of the Tibet Autonomous region.
Institutional point of view
China Merchants Securities said there were many similarities between current market conditions and December 2018. First, the economic downturn, while in order to avoid liquidity shocks, the central bank through a variety of channels to provide liquidity support to financial institutions for two months in a row. Second, the central bank's "other assets" rose sharply by 430 billion yuan, with the last change in December 2018. Third, northbound funds showed strong timing in 2019, and have been buying since June, deviating from the flow of funding, as was the case in January. Fourth, there are a number of signs that external factors may usher in new developments at the end of the month, which, if moderated, will push up the improvement in market risk appetite. As a result, in the market under a lot of concerns, doubts, may be brewing a new round of the market.
For the theme configuration, Merchants Securities suggests, first, pay attention to the 5G downstream application theme: 5G downstream applications will gradually enter the theme investment stage, it is recommended to pay attention to the first stage of the main topics such as cloud games, VR/AR, high-definition video and so on. Second, pay attention to the topic of network security.
Soochow Securities said that technology stocks will be the main line throughout, focusing on 5G, software, semiconductors, etc., while in traditional industries, active attention will be paid to brokers and cars. Among them, the logic of securities firms lies in the superposition of equity assets, creative board and other new business. Car logic lies in, first, the car as an optional consumption, belong to the early economic cycle, policy support, 2019 is expected to usher in sales to pick up; second, with the help of historical review, as car sales stop falling into a new cycle, the automobile industry tends to achieve positive returns, that is, the automobile industry index is positively related to car sales; third, from the catalyst point of view, the automobile consumption policy is good.
