Shenzhen Stock Exchange: The average assets of investors' securities accounts reached 597,000 yuan, reaching the highest level in previous surveys.
A few days ago, Shenzhen Stock Exchange completed the survey of individual investors in 2020. The new investors in the market are showing a trend of youthfulness, and investors have strong demand for investment and financial management. The average age of new shareholders is 30.4 years old, which is 0.5 years lower than 20 19. Investors' demand for wealth management through stocks and public offering funds has increased significantly. The average assets of investors' securities accounts are 597,000 yuan, an increase of 50,000 yuan compared with 20 19, reaching the highest level in previous surveys. Investors who invested in publicly raised funds accounted for 67. 1%, which was 2 1.3 percentage points higher than that of 20 19.
Source: Securities Times Network
Officially approved! There are heavy products, and the nine giants take the lead.
Following the approval of the first batch of Hang Seng Technology ETFs, three more Nuggets Hong Kong stock technology index products were approved: the CSI Hong Kong Stock Connect technology ETFs under Penghua, Jing Shun Great Wall, Huatai Bairui, Guotai and Haifutong were approved; Ping An and Yin Hua's Hang Seng Hong Kong Stock Connect China Technology ETF were approved; China Merchants and China Southern's CSI Hong Kong Technology ETF(QDII) were approved.
Source: China Foundation.
Liu Liehong, Vice Minister of the Ministry of Industry and Information Technology: From now on, the new 5G terminal will open the 5G independent networking function by default.
17 in may, Liu liehong, vice minister of the Ministry of industry and information technology, SAid at the 20021world telecommunication and information society day conference that starting from today (17 in may), new 5G terminals will start the 5G independent networking (sa) function by default.
Source: china securities journal.
Zhengshang Institute adjusted the trading margin standard and the price limit of some futures contracts.
According to Article 10 of the Measures for the Management of Futures Trading Risk Control of Zhengzhou Commodity Exchange, it is decided through research that the trading margin standard of soda ash futures contracts will be adjusted to 9% and the price limit will be adjusted to 7% from the time of settlement on May 20, 20021. The trading margin standard for vegetable oil and rapeseed meal futures contracts is adjusted to 7%, and the price limit is adjusted to 6%; The trading margin standard of thermal coal futures contracts 2 106, 2 107 and 2 108 is adjusted to 20%, and that of thermal coal futures contracts 2 109 is adjusted to 15%.
Source: website of Zhengshang Institute
The European Union announced that it would suspend tariffs on some American products.
Local time 17, the executive vice-president of the European Commission said that in order to restart transatlantic relations, the EU would temporarily suspend the implementation of the US counter-measures against steel and aluminum tariffs.
Source: CCTV news client
? (investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Pay attention to market hotspots
Market comments: The pressure above 3550 points is relatively high, and the short-term change of hands is mainly shock.
On Monday, the market indexes of the two cities fluctuated and rebounded, and the total market turnover was enlarged compared with the previous trading day. Specifically, the Shanghai Composite Index rose 0.78% to close at 35 17.62; The Shenzhen Component Index rose 1.46% to close at 14456.5; Growth enterprise market rose 2.60% to close at 3 1 12.74 points.
On the surface, medical and beauty concept stocks, driverless concept stocks and lithium battery stocks were active, with the top gains, while digital currency concept stocks were the top losers. From the trend point of view, the vicinity of 3550 points of the Shanghai Composite Index is a chip-intensive area in the early stage, and the probability of a direct breakthrough is not great. In the short term, we should fully exchange chips. It is expected that the index will fluctuate sideways today.
In operation, individual stocks rose less and fell more, and the index was slightly distorted. Today, the angle of individual stocks is expected to pick up. In terms of opportunities, there is no clear main line in the market at present. In the short term, it still revolves around the chip game of digital energy concept stocks, food and beverage stocks, medical beauty concept stocks, digital currency concept stocks, Huawei auto concept stocks and vaccine concept stocks. The mid-line suggests focusing on the resource cycle unit.
(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)
Macro-angle: In April, China's economic operation became stronger and better.
The State Council Press Office held a press conference on May 17, and the National Bureau of Statistics announced the operation of China's national economy in April. The data shows that in April, production demand continued to grow, employment was generally stable, emerging kinetic energy was cultivated and expanded, and the national economy continued to pick up steadily.
From the perspective of economic growth, investment in fixed assets continues to pick up. From June to April, the national investment in fixed assets was 1 438.04 billion yuan, a year-on-year increase of 19.9%, with an average increase of 3.9% in two years, which was1percentage point faster than that in March. Market sales continued to resume. In April, the total retail sales of social consumer goods was 3.3/kloc-0.5 billion yuan, up/kloc-0.7% year-on-year, with an average growth rate of 4.3% in two years. Online retail sales have grown rapidly, and the growth rate of retail sales in physical stores has also accelerated. Industrial production rose steadily. In April, the added value of industrial enterprises above designated size increased by 9.8% year on year. The average growth rate in two years was 6.8%, 0.6 percentage points faster than that in March, and the equipment manufacturing industry and high-tech manufacturing industry grew rapidly. According to the market expectation, in April, the expected index of business activities in service industry was 62.7%, which was in the high boom range of more than 60.0% for three consecutive months, and the recovery of some industries such as accommodation, catering, culture, sports and entertainment, which were greatly affected by the epidemic, was obviously accelerated.
At the same time, the development of new kinetic energy continued to grow. The average growth rate of new energy vehicles and industrial robots in two years is in double digits, and the output of green, low-carbon and intelligent new products has also maintained rapid growth.
With the steady recovery of the economy, employment is generally stable. In April, the national urban survey unemployment rate was 5. 1%, down 0.2 percentage points from the previous month. In the first four months, 4.37 million new jobs were created in cities and towns nationwide.
Source: CCTV (news broadcast)
Comments: From an international perspective, new changes have taken place in the epidemic situation in some countries, which may have some adverse effects on the prospects of world economic recovery. Domestically, the short-term rise in international commodity prices will push up the prices of raw materials in some domestic upstream industries, which may bring some pressure to the production and operation of some downstream enterprises. As for the impact of PPI increase, as an enterprise as a whole, price increase is conducive to the improvement of enterprise efficiency, but the pressure on downstream industries needs to be paid attention to, and effective measures should be taken to strengthen the regulation of raw material market and promote the stable and healthy development of enterprises. As far as the stock market is concerned, enterprises with improved performance due to rising product prices are expected to be favored by funds, while enterprises with reduced profits due to rising costs but unable to pass on costs need to avoid them.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Semiconductor industry: MCU is out of stock more than expected, and demand supports domestic enterprises to rise in volume and price.
The core is insufficient to raise prices, and the downstream demand drives the rapid development of domestic MCU. Driven by the demand of automobile+industry+Internet of Things, the growth rate of domestic MCU market is higher than that of global CAGR, reaching 1 1.36%. Domestic downstream demand is mainly consumer electronics, and there is a large room for growth in the domestic vehicle industrial control field; At present, the demand is more biased towards consumer applications, but with the continuous introduction and penetration of car regulation products, the proportion of automotive electronic applications is expected to continue to rise; In addition, with the deepening of digital and intelligent industrial infrastructure, the industrial application market will also bring more opportunities. Insufficient production capacity continues to be transmitted, and overseas MCU companies have successively issued relevant price increase announcements. Due to the continuous tight production capacity of the upstream wafer fab and the packaging and testing plant, and the rising price of raw materials, the overall supply of MCU is in short supply under the background of the continuous strong demand of the downstream terminal market, which leads to the prolonged delivery cycle and higher price than expected. Domestic substitution is irreversible under the background of shortage, and domestic MCU manufacturers are facing important opportunities. According to the statistics of positive energy electronic network, the price of ST channel rose to 60-70 yuan RMB, and the innovation channel in Zhao Yi rose to 25-30 yuan RMB, and the price gap widened; In the case of comprehensive consideration of product cost performance, domestic single chip microcomputer is preferred by end customers. With the irreversible substitution of domestic MCU and the continuous layout of domestic MCU, domestic manufacturers are expected to continue to seize the MCU market. With the growth of domestic demand in automotive electronics, industrial control, Internet of Things and other fields, the competition pattern is expected to move towards the global MCU pattern, and the head enterprises will gradually concentrate, overlapping domestic substitution opportunities and benefiting domestic MCU enterprises with first-Mover advantages.
Source: TF Securities research report.
Comments: Global semiconductor demand continues to rise, and it is expected that the pattern of short supply will last at least until the end of the year. As the prosperity continues, the market is expected to further revise the annual performance forecast of the semiconductor industry. Under the background of continuous strong downstream demand and short supply, the economy continues to pick up. In addition to the high growth of their own industries, domestic semiconductor enterprises also have irreversible domestic substitution opportunities. It is suggested to pay attention to semiconductor design, manufacturing, equipment and materials enterprises.
(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)
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