From June 5438 to February, the supply and demand of China's foreign exchange market were basically balanced, and the scale of foreign exchange reserves increased slightly.
Tesla's domestic Model 3 was officially delivered in batch, and the Model Y project was launched.
Market review
Market comment: Shanghai Stock Exchange closed at 3 100, and Growth Enterprise Market led the gains.
Education industry: In 2020, the number of people taking the postgraduate entrance examination nationwide will be 34 1 10,000, a ten-year high.
Futures information
Metal energy: gold 356.06, up 0.02%; Copper 48770, down 0.23%; Rebar 3603, up 0.95%; Rubber 13 120, up by 0.19%; The PVC index was 6535, up 0.31%; Zheng Chun 2288, up 0.39%; Shanghai Aluminum 14070, down 0.07%; Shanghai Nickel 108780, up by 0.60%; Iron ore 677.5, up1.80%; Coke 1897, up by 0.72%; Coking coal 1 196, up by 0.59%; Crude oil was 498, down1.27%;
Agricultural products: soybean oil 6862, up 0.67%; Corn 1926, up 0.21%; Palm oil 6346, up 0.70%; Cotton 14 145, down 0.21%; Zheng Mai 2477, up 0.00%; Sugar 5733, up1.22%; Apple 750 1, up 0.20%;
Exchange rate: Euro/USD 1. 1 152, down 0.40%; USD/RMB 6.9424, down 0.38%; USD/HK$ 7.7786, up 0. 1 1%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
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In June 5438+0 and February 65438+2, the supply and demand of China's foreign exchange market were basically balanced, and the scale of foreign exchange reserves increased slightly.
65438 10. According to the data of the State Administration of Foreign Exchange, China's foreign exchange reserves in February 2065438+2009 were $3 107924 billion, and the previous value was $ 309559438+0 billion. 65438+At the end of February, the gold reserve was 62.64 million ounces (about 1948.32 tons), which remained unchanged for three consecutive months.
In this regard, Wang Chunying, spokesperson and chief economist of the State Administration of Foreign Exchange, said that in June 5438+February, the supply and demand of China's foreign exchange market continued to be basically balanced. Affected by the global trade situation, the monetary policy stance of major national central banks, the British election and other factors, the US dollar index in the international financial market and the bond prices of major countries fell. Due to the comprehensive influence of exchange rate conversion and asset price changes, the scale of foreign exchange reserves has increased slightly.
Comments: The scale of foreign exchange reserves increased slightly in June 5438+February, which was caused by both the decline of the US dollar index and the inflow of foreign capital into China's financial market. The overall stability of the scale of foreign exchange reserves also provides an important external support for the stability of the A-share market.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. Tesla's domestic Model 3 was officially delivered in batch, and the Model Y project was launched.
654381October 7th, Tesla delivered Model3 made in China to social users for the first time, and announced the launch of ModelY project made in China.
Regarding the ModelY project made in China, Tesla CEO elon musk said that the demand for Shanghai-made ModelY may eventually exceed the sum of other Tesla models.
It is understood that Tesla ModelY was officially released in the United States on March 5, 20 19. It is positioned in a compact SUV and comes standard with 15 inch touch screen, immersive sound system and panoramic glass roof. The top speed is 209km/h, and the acceleration time of 0- 100km is 5.8 seconds. At present, ModelY has been opened for booking, and the pre-sale price of the rear-drive long-life version is 444,000 yuan; The pre-sale price of the dual-motor long-life version is 488,000 yuan; The pre-sale price of the high-performance version with dual motor performance is 535,000 yuan.
It is worth mentioning that when Tesla models are introduced into China, they are also accelerating the localization process in terms of travel service and human-computer interaction. Previously, Tesla's official WeChat released a software update notice for the new car system, showing localized applications such as Happy Landlord Fight, Happy Upgrade, Mahjong, Video, Youku, Air Quality Display, Weather Forecast and Entertainment Daily.
Comments: With the mass production of Tesla's domestic Model3 and the launch of the domestic ModelY project, enterprises in Tesla's supply chain will benefit significantly. It is expected that related stocks will have repeated active opportunities in the future. It is recommended to continue to follow up. Some stocks have a large increase in the short term, and it is not recommended to chase after the heavy position for the time being.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Market review
1, market comment: Shanghai Stock Exchange closed at 3 100, and Growth Enterprise Market led the gains.
The index opened slightly higher in early trading on Tuesday, and then fluctuated strongly throughout the day. The Shanghai Composite Index stood at 3 100 again. At the close, the Shanghai Composite Index rose 0.69% to close at 3 104.80, the Shenzhen Component Index rose 1.22% to close at 10829, and the Growth Enterprise Market Index rose 1.79% to close at/kloc-0. From the disk, the aquaculture sector and the game media sector continued to strengthen, the securities sector rose to support in the afternoon, the science and technology innovation board performed well, the network celebrity economy sector continued to be active, and it fell back near the end of the session, and the oil and gas mining sector performed weakly. Overall, individual stocks rose more and fell less. The two cities exceeded the daily limit of 100 shares, and the capital sentiment returned to temperature. The net inflow of Shanghai Stock Connect was 2.8 billion, and the net inflow of Shenzhen Stock Connect was 3.7 billion. The turnover has decreased compared with yesterday.
Overnight, US stocks got rid of negative geopolitical concerns and turned higher. After breaking through the important pressure level of 3050 points, the Shanghai Composite Index also oscillated higher, out of the pattern of weight setting and theme singing, and the money-making effect obviously picked up. In terms of policy, the leadership is constantly laying a solid foundation for the market to rise. After the implementation of the registration system, the guidance issued by the China Banking Regulatory Commission last Friday made it clear that increasing direct financing is an important financing direction in China in the future, and residents' savings should be effectively converted into long-term funds in the capital market. With the continuous advancement of policies, the expectation of incremental funds entering the market is constantly strengthened, and the market ecology of the past stock game is expected to gradually change. In operation, holding shares is the main factor, and radical investors can consider selling high and sucking low around recent hot topics. Steady investors can select high-quality stocks to absorb on dips, while avoiding some over-hyped high-level theme stocks and paying more attention to blue-chip stocks with outstanding performance expectations. (The investment consultant has registered the investment consultant certificate number: S02606 130900 15)
2. Education industry: In 2020, the number of postgraduate applicants nationwide was 34 1 10,000, a ten-year high.
According to the data of the Ministry of Education, in 2020, the number of applicants for the national postgraduate entrance examination was 34 1 10,000, up by 17.6% year-on-year, hitting a ten-year high. According to 2008-20 18, the compound annual growth rate of domestic graduate enrollment is 6. 1%. It is estimated that the trend of postgraduate recruitment is still upward, and the difficulty of admission is increasing.
According to the online data of China Education, 29% is 3000- 10000 yuan, and 22% is 10000 yuan. From the way of preparing for the exam, 49% of the candidates review by themselves, and 365,438+0% review in class. According to the number of postgraduate students in 2020, assuming the participation rate is 30%, the average postgraduate training cost is 5,000 yuan/person, and it is estimated that the postgraduate training market in 2020 will be 5 1.2 billion yuan.
Investment Comments: In 2020, the number of postgraduate applicants nationwide was 34 1 10,000, a ten-year high, with a year-on-year increase of 17.6%. It is estimated that the scale of China's postgraduate training market will exceed 5 billion yuan in 2020. With the depreciation of academic qualifications, it is estimated that the compound growth rate of graduate applicants in the next five years will be 10%. With the increase of examination difficulty, the demand for postgraduate training will also increase. It is expected that the postgraduate training expenses will maintain a steady growth in the next five years. Investors are advised to pay attention to Zhonggong Education and Hong Tao Shares.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)