National Bureau of Statistics: Investment is expected to continue to rise in the future.
State Grid Corporation of China issued ten key construction tasks of "Digital New Infrastructure", with an investment scale of nearly 25 billion yuan.
Market review
Market comment: The index has fallen back and continues to fluctuate.
Agriculture, forestry, animal husbandry and fishery: The new land is now in COVID-19. What is the impact on the agricultural sector?
New stock tips
1、? Li Gan Pharmaceutical, purchase code 732087, purchase price 63.32 yuan;
Futures information
Metal energy: gold 392.34, down 0.36%; Copper 46440, down 0.39%; Rebar 3546, down 0.42%; Rubber 105 15, down 0.43%; The PVC index was 6275, up by 0.08%; Zheng Chun 172 1, down 0.06%; Shanghai aluminum 13390, up 0.41%; Shanghai nickel 102630, up1.19%; Iron ore 757, down 0.26%; Coke 1942.5, down 0.21%; Coking coal 1 172, down 0.04%; Crude oil was 297.9, up1.78%;
Agricultural products: soybean oil 5632, down 0.53%; Corn 2 125, down 0.05%; Palm oil 4906, up 0.00%; Cotton 1 1870, down 0.54%; Zhengmai 25 12, up 0.80%; White sugar 4992, down 0.50%; Apple 8 167, down 0.97%;
Exchange rate: Euro/USD 1. 1333, up 0.09%; USD/RMB 7.0828, down 0.04%; USD/HK$ 7.7505, down 0.00%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
Main recommendations
1, National Bureau of Statistics: Investment is expected to continue to pick up in the future.
Ding Yong, chief statistician of the Investment Department of the National Bureau of Statistics, interpreted the investment data from June 20438 to May 2020. He said that with the effective control of the domestic epidemic and the orderly recovery of the economic and social order, under the influence of a series of stable investment policies, the construction of investment projects continued to accelerate, the decline in investment narrowed for three consecutive months, and the growth rate of investment in high-tech industries and social fields turned from negative to positive. From June to May, 2020, the national investment in fixed assets (excluding farmers) decreased by 6.3% year-on-year, down by 4.0 and 9.8 percentage points respectively from June to April and the first quarter.
Ding Yong said that with the obvious effect of the stable investment policy, the investment in newly started projects continued to show a good trend. From June 5438 to October-May, the planned total investment of newly started projects increased by 7.9%, and the growth rate was 6.8 percentage points faster than that in June 5438+October-April. According to relevant indicators, the production and sales of construction machinery products flourished in May, with the output of digging, shoveling, transportation machinery and concrete machinery increasing by 62. 1% and 42.2% respectively, and the sales of excavators increasing by 68%. All these indicate that investment is expected to continue to pick up in the future.
Comments: Due to the lower-than-expected fiscal stimulus policy, infrastructure stocks have generally been weak since the two sessions this year. With the improvement of investment-related data, it is expected that the interim results of construction machinery, cement and other companies related to infrastructure investment will still perform well, and it is better for such companies to intervene in the short term before the disclosure of the interim report.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. The investment scale of the ten key construction tasks of "Digital New Infrastructure" issued by State Grid Corporation is nearly 25 billion yuan.
On June 5438+05, State Grid Corporation of China (hereinafter referred to as "State Grid Corporation") held a press conference and cloud signing ceremony for key construction tasks of "Digital New Infrastructure" in Beijing, released ten key construction tasks of "Digital New Infrastructure" to all sectors of society, and signed strategic cooperation agreements with partners such as Huawei, Ali, Tencent and Baidu.
According to the introduction of State Grid Corporation of China, the ten key construction tasks of "digital new infrastructure" include power grid digital platform, energy big data center and other projects, focusing on "new infrastructure" fields such as big data center, industrial Internet, 5G and artificial intelligence, and focusing on information infrastructure, converged infrastructure and innovative infrastructure to promote the common development of upstream and downstream enterprises. In 2020, the overall investment will be around 247. The company signed strategic cooperation agreements with Huawei, Ali, Tencent and Baidu. Company 17 Provincial Electric Power Company and five directly affiliated units signed cooperation agreements with 37 local governments, related enterprises and research institutes to jointly build a new digital infrastructure in the energy field and build a mutually beneficial and win-win energy Internet ecosystem.
State Grid Corporation of China, as a super-large state-owned backbone enterprise related to the lifeline of national economy and national energy security, attaches great importance to "new infrastructure". In April this year, it increased its annual investment plan from 4 186 billion yuan to 460 billion yuan, focusing on investment in areas such as UHV, new energy vehicle charging piles and "digital new infrastructure".
Comments: The investment of real money and silver will bring tangible benefits to the listed companies involved in the "digital new infrastructure" business of State Grid Corporation of China. It is expected that relevant stocks will have active performance opportunities in the short term.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Market review
1, market comments: the index surged back and continued to fluctuate.
On Monday, the market index of the two cities surged back, and the total market turnover was slightly enlarged compared with the previous trading day. The total turnover of the two cities was 759.5 billion yuan, and the net outflow of northbound funds was 2.735 billion yuan. Specifically, the Shanghai Composite Index closed down 1.02% at 2890.03 points; The Shenzhen Component Index fell 0.53% to close at 1 1 192.3. The GEM index rose 0.58% to close at 22 19.55.
On the surface, epidemic prevention concept stocks, network celebrity economic concept stocks, cloud game concept stocks and sub-new shares performed strongly, tax-free concept stocks showed great differentiation, and technology stocks generally fell. In the later period, the index weakened again, most of the theme concept stocks broke out, and the funds held the epidemic prevention sector.
On the trend, the indexes of the two cities closed at the lowest point in the day, and the market sentiment was hit. In addition, the rise of the defense sector indicates that the market preference has turned to caution, and it is expected that the short-term index will have a greater probability of maintaining shock consolidation. In operation, it is suggested that the semi-warehouse rolling operation is better, and it is suggested to pay attention to consumer stocks with relatively stable fundamentals and better performance expectations in the interim report and non-ferrous stocks with lower stock prices.
(investment consultant? Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)
2. Agriculture, forestry, animal husbandry and fishery: The new land is now in COVID-19, what impact will it have on the agricultural sector?
COVID-19 recurred in Xinfadi, and positive samples were found in Xinfadi market, among which COVID-19 was also found on the salmon chopping board. According to experts' analysis, COVID-19 belongs to the genus β coronavirus of Coronaviridae, and β coronavirus only infects mammals, so it is difficult to infect fish. Salmon may only be used as an attached carrier or medium, and the virus survives in the processing and transportation and causes its spread.
Comments: If it is confirmed that the newly developed COVID-19 is brought in by imported aquatic products, the imported aquatic products and meat products will be affected in the future, and the domestic protein price may rise accordingly. It is recommended to pay attention to the stock opportunities in the pig breeding sector and the poultry sector. (Investment consultant Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)