Ministry of Foreign Affairs: China strives to facilitate the commercial procurement of medical materials in China.
The Ministry of Agriculture and Rural Affairs sent a working group to supervise the prevention and control of major pests and diseases.
Market review
Market Comments: Overseas markets rose strongly, and A shares continued to rebound.
Express industry: The meeting pointed out that there are obvious shortcomings in China's international air cargo capacity.
Futures information
Metal energy: gold 364.4, up1.87%; Copper 39360, up 3.17%; Rebar 3365, up1.54%; Rubber 99 15, up1.48%; The PVC index was 5690, up by 0.09%; Zheng Chun 1697, down 2.19%; Shanghai Aluminum 1 1700, up by 2.59%; Shanghai Nickel 9 1890, down 0.52%; Iron ore 665, up 5.06%; Coke 180 1, up1.27%; Coking coal 1260.5, up by 0.48%; Crude oil was 264.4, up 2.28%;
Agricultural products: soybean oil 5670, up1.98%; Corn 2026, up 0.75%; Palm oil 49 12, up 4.47%; Cotton 10695, up by 4.04%; Zheng Mai 2628, down1.31%; White sugar 5480, down 0.47%; Apple 677 1, down 0.85%;
Exchange rate: Euro/USD 1.0882, up by 0.87%; USD/RMB 7. 1270, up 0.59%; USD/HK$ 7.7522, down 0.0 1%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
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Main recommendations
1, Ministry of Foreign Affairs: China strives to facilitate the commercial procurement of medical materials in China.
Geng Shuang, a spokeswoman for the Ministry of Foreign Affairs, said on the 25th that China has always advocated that the international community should jointly safeguard an open world economy and maintain the stability of global supply chains and industrial chains. At present, while meeting domestic demand, China is also striving to promote the commercial procurement of medical materials in China. China has not taken any measures to restrict foreign trade, and has always supported encouraging enterprises to expand exports in an orderly manner. He expressed his belief that enterprises in China will resume production and return to work, and economic and social development will continue to provide strong support for international cooperation in dealing with the epidemic.
Comments: As the global epidemic situation in COVID-19 continues to be severe, the demand for epidemic prevention and anti-epidemic medical materials such as masks, protective clothing, ventilators and medicines has greatly increased. China provides convenience for countries to purchase medical materials in China, which is beneficial to enterprises that produce and export such materials. Related stocks have accumulated a lot of gains in the hype of the past two months. If the relevant stocks rise further in the short term, it is not recommended to chase them up.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. The Ministry of Agriculture and Rural Affairs sent a working group to supervise the prevention and control of major pests and diseases.
On March 25th, the Ministry of Agriculture and Rural Affairs sent a working group to Henan, Chongqing, Sichuan, Guizhou, Shaanxi and other five provinces (cities) to carry out supervision and investigation, focusing on investigating the occurrence of wheat stripe rust and meadow moth, urging and guiding all localities to implement monitoring and prevention measures, and studying countermeasures and suggestions for the main existing problems. At present, it is a critical period for the prevention and control of major pests and diseases such as wheat stripe rust. The Ministry of Agriculture and Rural Affairs requires all localities to tighten the responsibility of prevention and control, step up their work, strengthen measures, and go all out to "catch grain with insects" to ensure a bumper harvest of grain.
Comments: In the context of the current global epidemic, food security is particularly important. In recent trading days, agricultural stocks have been active, and the Ministry of Agriculture and Rural Affairs has strengthened the prevention and control of major pests and diseases, which is expected to stimulate the activity of grain stocks, seed stocks and pesticide stocks.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
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Market review
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1, Market Comment: Overseas markets rose strongly, and A shares continued to pick up and rebound.
Affected by the violent rebound in European and American stock markets on Wednesday, the three major indexes collectively opened sharply higher. However, due to the low enthusiasm for chasing high funds, the market as a whole was in a state of weak shock consolidation in early trading, and the gains of stock indexes all shrank. Fortunately, in the afternoon, real estate stocks sprang up, and the concept sectors such as mask protection and seed industry also rose strongly, driving the stock index to rise again. At the close, the stock indexes rose sharply across the board, with the Shanghai Composite Index rising by 2. 17%, the Shenzhen Component Index rising by 3.22%, the Shanghai 50 Index rising by 2.30%, the Shanghai and Shenzhen 300 Index rising by 2.69%, the small and medium-sized board index rising by 3.63% and the Growth Enterprise Market Index rising by 3.25%. The trading volume of the two cities continued to increase slightly, with a total turnover of 7.510.30 billion. The rise and fall of individual stocks were generally within 10%, and the daily limit of individual stocks reached 1 18.
On the surface, all sectors of the market closed up, with auto, health care, real estate, spare parts, insurance and other sectors leading the gains. A number of auto sectors that boosted the auto consumption policy industry strengthened throughout the day, and many stocks in this sector had daily limit. In terms of themes, aquatic products, seed industry, wireless headsets and Apple concepts led the gains, and several oversold theme sectors appeared in Big bounce. Affected by the "Notice on Taking Various Measures to Promote the Expansion of Production Guarantee and Supply of Poultry Meat and Aquatic Products" jointly issued by the two ministries, the aquatic products sector surged by 7.83%.
On the whole, the recent global measures to stimulate the economy have achieved initial results, investor confidence has been restored to a certain extent, and foreign stock markets have passed the stage of panic killing. Although the market outlook may be repeated, the probability of gradual stabilization is high, and it is not ruled out that there will be a repair market that will continue to rebound rapidly. Generally speaking, the trading volume of A-share rebound in the past two trading days shows that the capital sentiment is still cautious, but the external market situation has improved, and China has already stepped out of the quagmire of COVID-19. Therefore, long-term investors of A-shares should remain optimistic at the current low level. In operation, holding shares is the main factor, and intraday adjustment can reduce the consumption of white horse stocks and high-quality growth stocks in new infrastructure.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)
2. Express industry: The the State Council executive meeting pointed out that there are obvious shortcomings in China's international air cargo capacity.
On March 24th, the Standing Committee of the State Council pointed out that there were obvious shortcomings in China's international air cargo capacity.
First, strengthen international cooperation, smooth air freight such as international express delivery, and give policy support to international freight routes during the epidemic. Encourage the increase of cargo planes and develop all-cargo transportation. We will equally support the development of air freight of all ownership systems, encourage the joint reorganization of air freight enterprises and logistics enterprises, and support express delivery enterprises to develop aviation and overseas networks. Second, we must improve the air cargo hub network. For airports with strong freight functions, the time limit for freight flights during peak hours should be relaxed. Third, improve air freight standards and establish an information platform for interoperability and sharing. Upgrade and transform existing airport facilities and improve facilities such as cold chain and express sorting. Promote the construction of airports with freight as the mainstay.
Comments: The COVID-19 epidemic has led to the shortage of air cargo transportation capacity, which shows the importance of air logistics. The State Council executive meeting clearly pointed out the development direction of China's air freight, encouraged the development of all-freight, supported express delivery enterprises to develop aviation and overseas networks, established an information platform for interconnection and sharing, and promoted the construction of freight airports. Investors are advised to pay attention to the medium and long-term investment opportunities of relevant express delivery companies.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)