The State Council agreed in principle to the overall plan of the Yangtze River Delta Eco-green Integrated Development Demonstration Zone.
Ministry of Industry and Information Technology: Strengthen the construction of new infrastructure such as 5G, artificial intelligence, industrial Internet and Internet of Things.
Market review
Market comment: The shocks in the two cities have intensified, and the blockchain differentiation is obvious.
Intelligent manufacturing: The Ministry of Industry and Information Technology said that it will speed up the cultivation of new manufacturing models and formats and promote the high-quality development of manufacturing.
Futures information
Metal energy: gold 34 1.05, down 0.18%; Copper 47580, up 0.30%; Rebar 3354, up 0.45%; Rubber 1 1855, up by 0.94%; The PVC index was 6385, down 0.16%; Zheng Chun 2086, down 0.67%; Shanghai Aluminum 13845, up 0.51%; Shanghai Nickel 133350, down 0.27%; Iron ore 6 17.0, down 0.88%; Coke 1756, up 0.11%; Coking coal 1264.5, up 0.60%; Crude oil was 454.7, down 0.33%;
Agricultural products: soybean oil 6252, up 0.48%; Corn was 1858, up by 0.16%; Palm oil 5 192, up1.29%; Cotton 12995, up by 0.70%; Zheng Mai 2343, up 0.13%; Sugar 5605, up 0.41%; Apple 7978, up1.45%;
Exchange rate: EUR/USD1.111,up by 0.10%; USD/RMB 7.0657, up 0.02%; USD/HK$ 7.8392, up 0.00%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
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Main recommendations
1. the State Council agrees in principle with the overall plan of the Yangtze River Delta Eco-Green Integrated Development Demonstration Zone.
According to the State Council's reply on printing and distributing the overall plan of the Yangtze River Delta Ecological Green Integration Development Demonstration Zone, we agree in principle with the overall plan of the Yangtze River Delta Ecological Green Integration Development Demonstration Zone.
In his reply, the State Council pointed out that the implementation of the plan should adhere to the general tone of striving for progress while maintaining stability, adhere to the new development concept, persist in promoting high-quality development, persist in taking supply-side structural reform as the main line, persist in deepening market-oriented reform, expand high-level opening up, give full play to the enthusiasm of the central and local governments, intensify reform and innovation, centrally implement and systematically integrate major reform measures, further enhance service level and core competitiveness, and realize organic green economy, high-quality life and sustainable development.
Comments: According to media reports, the demonstration areas include Qingpu in Shanghai, Wujiang in Jiangsu and Jiashan in Zhejiang, and the first start-up area will be built at the junction of the three places. It is expected that listed companies whose registered place or main business is located in the demonstration area will benefit, and relevant stocks are expected to get active performance opportunities in the short term. In view of the current weak market as a whole, it is risky to speculate on individual stocks under the theme of chasing up, so it is not recommended to participate in chasing up.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. Ministry of Industry and Information Technology: Strengthen the construction of new infrastructure such as 5G, artificial intelligence, industrial Internet and Internet of Things.
The Guiding Opinions on Accelerating the Cultivation of New Manufacturing Models and Formats to Promote the High-quality Development of Manufacturing Industry issued by the Ministry of Industry and Information Technology pointed out that the construction of new infrastructure should be promoted. Strengthen the construction of new infrastructure such as 5G, artificial intelligence, industrial Internet and Internet of Things, expand the coverage of high-speed, large-capacity and low-latency networks, encourage manufacturing enterprises to realize the interconnection of people, machines and things through the transformation and upgrading of intranets, and provide information network support for * * * Enjoy manufacturing.
Comments: * * * Enjoying manufacturing means * * * Enjoying the application and innovation of economy in manufacturing field. It is a new mode and new format, which takes all aspects of manufacturing as the core and uses the concept of * * * to gather scattered and idle production resources and flexibly match and dynamically * * * share with demanders. Developing * * * manufacturing industry is conducive to optimizing resource allocation, improving the utilization efficiency of production resources, reducing idle capacity and expanding effective supply; It is conducive to improving the flexibility and flexibility of industrial organizations, promoting the development of large, medium and small enterprises, promoting the extension of product manufacturing to service industry, improving the level of industrial chain, and accelerating the March to the high end of the global value chain; It is conducive to reducing the production and transaction costs of small and medium-sized enterprises, promoting the specialization, standardization and quality development of small and medium-sized enterprises, and enhancing the competitiveness of enterprises. It is of great significance to promote the integration and development of a new generation of information technology and manufacturing industry, cultivate and expand new kinetic energy, and promote the high-quality development of manufacturing industry. * * * put forward the concept of enjoying manufacturing for the first time in the A-share market. It is expected that related concept stocks will have active performance opportunities in the short term. However, at present, investors' shareholding in the market is unstable, and speculation in individual stocks is risky. It is not recommended to participate in chasing up.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Market review
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1, market comments: The shocks in the two cities have intensified, and the blockchain differentiation is obvious.
The two cities opened slightly lower today. The index fluctuated and weakened after the opening. Heavyweights led by big finance fell, dragging down the index. The concept of blockchain continues to strengthen, individual stocks are divided, the pork sector is rapidly strengthening, and technology stocks such as semiconductor chips continue to weaken. In the afternoon, the two cities fluctuated weakly and rebounded weakly. Fifteen minutes later, the concept of blockchain exploded and the differentiation was fierce. From the disk, there are 50 daily limit and 24 daily limit today. In terms of sectors, agricultural products processing, textile manufacturing, gas and water industries were among the top gainers, while industries such as semiconductors and components, audio-visual equipment and communication equipment were among the top losers. Pork and blockchain concept sectors are sought after by funds. At the close, the Shanghai Composite Index reported 2954 points, down 0.87%; The Shenzhen Component Index reported 9746 points, down 0.57%; The business board reported 1.686 points, down 1.05%, and the transaction volume of the two cities was slightly enlarged compared with yesterday.
The blockchain concept was still a full-screen crazy daily limit on Monday. It was directly bombed at the end today. A high degree of consistency and optimistic expectations will lead to sharp differentiation, and the tide will quickly ebb after the climax. Blockchain concept plate is stimulated by sudden news, which cannot change the original market trend, but has a negative siphon effect on the original weak market. Although IPO accelerates the market to worry about the blood-drawing effect, the funds are cautiously waiting to see, but the market has limited room for decline and there are many potential benefits, such as important domestic meetings being held, the Federal Reserve's high probability of cutting interest rates at the end of the month, the easing of Sino-US trade disputes, and the continuous inflow of foreign capital. On the whole, the market is still dominated by structural market, which is in a weak shock in the box range. There are still two days before the disclosure of the third quarterly report. After the final risk is released, the market may be more stable. In operation, control positions, grasp the rhythm, and wait patiently for the market to go out of the direction.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)
2. Intelligent manufacturing: The Ministry of Industry and Information Technology said that it will accelerate the cultivation of new manufacturing models and formats and promote the high-quality development of manufacturing.
The Ministry of Industry and Information Technology issued the "Guiding Opinions on Accelerating the Cultivation of New Manufacturing Models and Formats to Promote the High-quality Development of Manufacturing Industry", which pointed out that the construction of new infrastructure should be promoted. Strengthen the construction of new infrastructure such as 5G, artificial intelligence, industrial Internet and Internet of Things, expand the coverage of high-speed, large-capacity and low-latency networks, encourage manufacturing enterprises to realize the interconnection of people, machines and things through the transformation and upgrading of intranets, and provide information network support for * * * Enjoy manufacturing.
Investment Comments: The Ministry of Industry and Information Technology issued guidance on accelerating the cultivation of new manufacturing models and formats. It can be seen that the current government still hopes to vigorously promote the construction of new national facilities and comprehensively enhance its competitiveness in the field of intelligent manufacturing. At present, the Sino-US trade war is more about technology and intelligent manufacturing. In order to continue to rise, we need to make a breakthrough in the field of intelligent manufacturing. In the short-term market adjustment, investors can take advantage of the adjustment opportunity to pay attention to the leading industries in intelligent manufacturing.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)