SMM 10 September news: early trading after the opening of the two cities shock lower, military plate opening up, domestic software slightly weakened, before the performance of active science and technology stocks pullback, non-ferrous cobalt, agriculture and forestry, industrial hemp plate abnormal pull up, Internet financial plate slightly warmer, fuel cell plate slightly pull up but the strength is general, near midday, brokerage plate abnormal pull up. Market sentiment is poor, individual stocks fell more and rose less. By midday, the Shanghai index closed at 3013.71 points, down 0.36 per cent; the Shenzhen Composite Index closed at 9938.03 points, down 0.64 per cent; and the index closed at 1723.50 points, down 0.56 per cent.
Review of abnormal movement
The defense and military industry plate opened up rapidly, China Weitong rose more than 7%, and the stocks of Sitong Electronics, Triangle Defense, China ship Defense, Space Development and other stocks collectively strengthened.
Cobalt concept stocks rose rapidly, cold cobalt industry rose by the limit, Huayu cobalt industry rose more than 7%, Dow Technology, Greene and so on rose.
The agricultural planting plate is strong, the Denghai seed industry is closed in a straight line, Wanxiang Denong is up more than 5%, Dunhuang seed industry, agricultural seed industry and so on are rising one after another.
Pork plate rose, Dakang agriculture rose 6%, Zhengbang science and technology, Yisheng shares, Da Beinong, Tianbang shares, etc., all strengthened.
The concept of medical treatment is strong, Yihua health is blocked in a straight line, Jincheng medicine, Guoxin health, Lepu medical treatment, etc., follow and strengthen.
The Internet financial sector rebounded, Big Wisdom rose by the limit, achieved four consecutive boards, derivative technology rose by more than 7%, Yuxin Technology, Yinzhijie, Changliang Technology, Koran Software, etc., have strengthened one after another.
Industrial marijuana plate strengthened, Long John pharmaceutical industry rose by the limit, Fu'an Pharmaceutical Industry, Shunhao shares, Kunyao Group and so on rose one after another.
Hydrogen energy plate moved stronger, Houpu shares once touched the board, Meijin energy, Huachang chemical industry, snowman shares and other rapid rise
Message surface
[Bureau of Statistics: China's consumer price (CPI) rose 2.8 per cent year-on-year in August]
China's consumer price (CPI) rose 2.8 per cent in August from a year earlier; pork prices rose 46.7 per cent in August, affecting CPI gains of about 1.08 per cent. Shen Yun, senior statistician at the city department of the national bureau of statistics, said: on a month-on-month basis, CPI rose 0.7 per cent, 0.3 percentage points higher than the previous month. Of these, food prices rose 3.2 percent, or 2.3 percent, affecting CPI by about 0.64 percent, while non-food prices rose 0.1 percent, down 0.2 percent, affecting CPI by about 0.07 percent.
[China Unicom opens 9% higher, China Unicom and China Telecom jointly build and share 5G networks]
China Unicom opened 9% higher. On the news side, China Unicom and China Telecom jointly built and shared 5G networks. According to the cooperation agreement, Unicom will cooperate with China Telecom to build a 5G access network nationwide. The two sides will demarcate the area and divide the construction, and each will be responsible for the construction of the 5G network within the designated area. Who builds, who invests, who maintains, who bears the network operating costs. The co-construction and sharing cooperation between the two sides and the third party's network must not unduly harm the interests of the other party. The ownership of the users of both sides will remain unchanged, and the brand and business operation will remain independent.
[warm up signal! There are private equity full position plus leverage high position run into standard! Donghe assets and Starstone Investment are the "most diligent" private equity firms in the past month, with more than 20 surveys. Jinglin, Kaifeng, Gao Yi, Tamsuiquan and other 10 billion private equity research times are also more than 15 times. It is worth noting that there are five tens of billions of private equity research three squirrels, three research Yutong technology. (brokerage China)
Institutional point of view
Zhongtai Securities said that in September, the allocation idea, continue to pay attention to two directions: on the one hand, the semi-annual report outstanding performance of the industry and individual stocks suggest that continue to pay attention to, semi-annual report performance inflection point of the industry should be more worthy of attention, such as national defense and military industry and agriculture, forestry, animal husbandry and fishing industry; On the other hand, Science and Technology Innovation Board listed successfully, its moneymaking effect is expected to bring spillover effects to the stock market, especially in line with the national strategy in the field of hard science and technology, is expected to form a valuation linkage with Science and Technology Innovation Board. It is mainly in eight directions: artificial intelligence, aerospace, new generation information technology, optoelectronic chips, new energy, new materials, biotechnology and intelligent manufacturing.
Shanxi Securities pointed out that looking forward to the future, continue to maintain the weight of the Taiwan, the judgment of the performance of the subject matter. The cut is within the expectations of the market, and the market is still divided on whether the subsequent decline in MLF interest rates, the possibility of a sharp rise in the index in a short period of time is low, still maintain the judgment of range volatility. However, no matter how the index goes, the pan-technology sector will still be a bright spot in the market in the short term, no matter from the performance, the change of market style or the degree of policy attention. Subject matter, continue to recommend military industry, software, chips, the big financial sector can also pay attention to, but the operation to low absorption can not catch up with high.
Guoxin Securities believes that at the current time, with the stabilization and recovery of the market, the advantages of monetary policy such as "overall rate reduction" continue to come out of Taiwan, and superior property stocks may rebound. "low valuation + double growth (disclosed contract sales and net profit forecasts have both increased significantly)" superior property stocks already have long-term allocation value.
[focus] 2019 China rare Earth permanent Magnet Industry Market Application Development Forum
The trade war between China and the United States has made rare earths become the focus of global attention. China has the largest rare earth industry resources and export dominance in the world, and the world is highly dependent on China's rare earths, especially the United States. How will China make good use of the development advantages of the rare earth industry in the future? how to improve the development of the industry, monitor and crack down on black rare earths in order to standardize the ecological environment of the industry, and whether the rare earth industry has become a rising star after it has been put forward for strategic development? Whether the rare earth enterprise ushered in the tuyere? How will the price of rare earths go? At the 2019 China rare Earth permanent Magnet Industry Market Application Development Forum, SMM will invite industry experts and enterprise bigwigs to interpret the market focus topics for everyone, and provide technical professional guidance for the high-quality development of enterprises, so as to help enterprises have more advantages in the fierce competition. Welcome to the summit, together with the industry!
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