The selection of the best listed companies in the Golden Kylin Hong Kong and US stocks is officially launched. Who is the most valuable company in your heart? Your vote is the most convincing!【polling entrance】
Today, the three major A-share indexes rebounded violently. on the plate,The enthusiasm for the reform of state-owned enterprises has not diminished. Many concept stocks have daily limit, agricultural stocks and large consumer sectors have exploded strongly, and technology topics such as virtual reality and semiconductors are active.Coal, infrastructure, automobile and other sectors fell. Overall, individual stocks in the two cities rose more and fell less, and foreign capital rushed to raise more than 10 billion yuan throughout the day.
Specifically, Apple’s online developer conference will be held on June 7. The event poster shows that the developer is also wearing a pair of glasses, which may indicate that Apple will launch an AR glasses. Today, the A-share virtual reality sector rose, Guoguang Electric raised the cover plate, Changying Precision’s 20% daily limit, and United Optoelectronics and other stocks followed.
The enthusiasm for the reform of state-owned enterprises has not diminished. Zhongcheng Co., Ltd. has 9 shares in 10 days, Zhongtong Bus has a daily limit in late trading, and has gained 13 consecutive shares. Many stocks such as Guangzhou Langqi, Jinkong Power, and Dongfeng Motor have their daily limit.
The big consumer sector rose across the board, with food, dairy, and prepared dishes gaining strength, and stocks such as Black Sesame, Jinzai Foods, Ganyuan Foods, and Sunshine Dairy rose by their daily limit.
In terms of key stocks, Zhejiang Jiantou, a big infrastructure bull stock, hit the lower limit within 4 minutes of opening, and Jianyi Group also closed the lower limit.
From the perspective of individual stocks, the two cities rose 3317, fell 1205, and 200 rose unchanged. A total of 109 stocks in the two cities rose by the daily limit, and a total of 19 stocks fell by the limit.
As of the close, the Shanghai Composite Index rose 1.19% to 3186.43 points, with a turnover of 432.5 billion yuan; the Shenzhen Component Index rose 1.92% to 11527.62 points, with a turnover of 503.5 billion yuan. The ChiNext Index rose 2.33% to 2,405.08 points.
capital trends
The net purchase of northbound funds was 13.865 billion throughout the day. Judging from the trend of the main funds, today’s main funds are focused on rushing to raise liquor, planting, photovoltaic equipment, etc., and the top stocks with the main net inflow include Nongfa Seed Industry, Kweichow Moutai, Shede Wine Industry and other stocks.
Highlights Review
1. Notice of the State Council on issuing a package of policy measures to stabilize the economy
The State Council issued a notice on a package of policy measures to stabilize the economy. Including further intensifying the value-added tax refund policy; speeding up the progress of fiscal expenditure; speeding up the issuance and use of local government special bonds and expanding the scope of support; making good use of government financing guarantees and other policies; Market financing efficiency; increase the support of financial institutions for infrastructure construction and major projects; accelerate the promotion of a number of well-documented water conservancy projects; continue to promote the construction of urban underground comprehensive pipe corridors according to local conditions; stabilize and expand private investment; promote platform economic norms Healthy development; steadily increase bulk consumption such as automobiles and home appliances; release high-quality coal production capacity in an orderly manner on the premise of ensuring safe, clean and efficient utilization; speed up the implementation of a number of energy projects; increase assistance to civil aviation and other industries that have been greatly affected by the epidemic; We will increase the support for logistics hubs and logistics enterprises as a whole.
2. Zhejiang issued 38 policies and measures to stabilize the economy: increase the issuance and use of local government special bonds, give priority to supporting new infrastructure and new energy projects
The Zhejiang Provincial Government held a press conference on May 31 to release a package of policies and measures to stabilize the economy in Zhejiang Province, including financial support, financial support, investment expansion, consumption promotion, foreign trade and foreign investment stabilization, food and energy security, and industrial chain supply. 8 aspects and 38 policy measures, including chain stability and basic livelihood protection. Among them, it is proposed to increase the issuance and use of local government special bonds, and give priority to supporting eligible new infrastructure and new energy projects.
3. Shanghai: From June 1st, social control will implement normalized classification and classification management
Shanghai held the 201st press conference on the prevention and control of the new crown pneumonia epidemic. At the meeting, Zong Ming, vice mayor of Shanghai, said that with regard to social management and control, normalized hierarchical and classified management will be implemented. If a new positive infection is reported, according to the relevant standards of national risk area division, the medium and high risk areas of the epidemic will be demarcated, and corresponding control measures will be strictly implemented.
4. Bureau of Statistics: Manufacturing Purchasing Managers Index (PMI) was 49.6% in May
Bureau of Statistics: In May, the Manufacturing Purchasing Managers Index (PMI) was 49.6%, although lower than the threshold, but up 2.2 percentage points from the previous month, and the overall prosperity of the manufacturing industry has improved.
market outlook
1、CITIC Securities: The bottom of the year’s growth rate or focus on the four main lines in the second quarter
The CITIC Securities Research Report believes that the disturbance to the supply chain caused by the repeated partial epidemics has not been fully reflected in the first quarter report, and may become the main factor suppressing A-share earnings in the second quarter. It is expected that the net profit growth rate of CSI 800/non-financial sector in 2022 will be 6%/10% respectively, and the bottom of the single-quarter growth rate during the year may appear in the second quarter. Focus on the four main lines of modern infrastructure, real estate, resumption of work and production, and consumption restoration.
2. CITIC Construction Investment: Three-step main line in the second half of the year: short-term oversold rebound, medium-term steady growth, and long-term consumption recovery
CITIC Construction Investment believes that the main line in the second half of the year can be followed in three steps: short-term oversold rebound, medium-term stable growth, and long-term consumption recovery. Since the beginning of the year, TMT, high-end manufacturing, medicine, liquor, home appliances, etc. have experienced large declines. If the market stabilizes in stages, these oversold sectors are prone to short-term rebound opportunities. In the medium term, the main positioning is still the main line of the economy. The current round of epidemic has achieved staged prevention and control results, production and logistics are expected to return to normal, and the effect of the stabilizing growth policy will gradually be seen. Related infrastructure, manufacturing, and real estate may still take the lead. Make efforts to hedge against downward pressure, and continue to pay attention to relevant directions under the support of performance. In the long run, the epidemic will have the biggest impact on the consumption and service industries, and related sectors will also experience the biggest decline. In the future, when consumption fully recovers, there will be certain opportunities in these directions.
3. Guosheng Securities: The Shanghai Index’s rebound to the mid-term trend line may become a high-probability event
Guosheng Securities believes that with the acceleration of the resumption of work and production in the manufacturing industry and the gradual operation of the service industry, especially after the unblocking of Shanghai, the recovery of market fundamentals will be a high probability event, which is expected to boost market confidence. With the reduction of the impact of the epidemic and the accelerated implementation of economic support policies, the pessimistic factor of A-shares is expected to gradually subside, and funds are expected to return to the stock market faster. Balanced allocation of value.
This article is edited from “Tencent Selected Stocks”; Zhitong Finance Editor: Yan Wencai.
Massive information, accurate interpretation, all in Sina Finance APP