Ministry of Commerce: Guangdong-Hong Kong-Macao Greater Bay Area initiated the expansion of CEPA preferential measures.
The executive meeting of Shanghai Municipal Government decided to speed up the construction of Shanghai Financial Technology Center.
?
Market review
Market Comments: After the continuous rebound, the market turnover fluctuated, and investors should not chase after it in the short term.
New energy vehicles: The Ministry of Industry and Information Technology recently publicly solicited opinions on the industrial planning of new energy vehicles.
?
Futures information
Metal energy: gold 336.42, down 0.16%; Copper 48720, up1.44%; Rebar 3509, up 0.49%; Rubber 13240, down 0.19%; The PVC index was 6585, up by 0.77%; Zheng Chun 20 1 1, down 0.25%; Shanghai Aluminum 13980, up by 0.72%; Shanghai Nickel 106240, down 0.34%; Iron ore was 657.0, up 2.42%; Coke 1932.5, up1.42%; Coking coal 1244, down 0.24%; Crude oil was 466.8, up1.21%;
Agricultural products: soybean oil 64 18, up 0.44%; Corn was 1895, down 0.16%; Palm oil 5972, up1.25%; Cotton 13230, down 0.19%; Zheng Mai 2399, up 0.08%; White sugar 5496, up 0.96%; Apple 8386, down 0.44%;
Exchange rate: Euro/USD 1. 1064, up 0.02%; USD/RMB 7.0366, up 0.18%; USD/HK$ 7.8284, down 0.02%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
?
New stock tips
Jiabiyou, the purchase code is 787089, and the purchase price is 23.90 yuan.
?
Main recommendations
1. Ministry of Commerce: The expansion of CEPA preferential measures was initiated in Guangdong-Hong Kong-Macao Greater Bay Area.
The State Council Press Office held a press conference today on "Guiding Opinions of the Central Committee of the Communist Party of China and the State Council on Promoting High-quality Trade Development". Ren Hongbin, Assistant Minister of Commerce, said that the preferential measures to expand CEPA are the first in Guangdong-Hong Kong-Macao Greater Bay Area.
Ren Hongbin said that in order to actively support Guangdong-Hong Kong-Macao Greater Bay Area's construction and promote the implementation of the Outline of Guangdong-Hong Kong-Macao Greater Bay Area's Development Plan, the Ministry of Commerce took the lead in setting up an economic and trade working group on Guangdong-Hong Kong-Macao Greater Bay Area's construction under the framework of the Mainland-Hong Kong-Macao Economic and Trade Cooperation Committee, and conducted in-depth research on the efficient and convenient flow of factors in Guangdong-Hong Kong-Macao Greater Bay Area and the promotion of trade and investment liberalization and facilitation in Guangdong, Hong Kong and Macao. Put forward "Opinions on Several Policies and Measures to Support the Construction of Guangdong-Hong Kong-Macao Greater Bay Area's Commercial Sector", and take the preferential measures of CEPA's expansion and opening up as the first step for Guangdong-Hong Kong-Macao Greater Bay Area to promote the comprehensive liberalization of Greater Bay Area's service trade. Support the Guangdong Pilot Free Trade Zone to take the lead in exploring the docking with Hong Kong and Macao's economic and trade rules, promote the institutional opening of Guangdong-Hong Kong-Macao Greater Bay Area, and support Hong Kong and Macao to participate in the market system construction and consumption upgrading of nine cities in the Pearl River Delta of Greater Bay Area.
Ren Hongbin said that the Opinions contain 27 specific measures in six aspects, covering key areas such as consumption, circulation, trade, investment and economic cooperation, and will become a policy guide for commercial departments to support Guangdong-Hong Kong-Macao Greater Bay Area's construction in the future.
Comments: Taking the lead in opening CEPA in Guangdong-Hong Kong-Macao Greater Bay Area is an important measure for the Ministry of Commerce to support the construction of Guangdong-Hong Kong-Macao Greater Bay Area in the commercial field. 65438+February 20th is the 20th anniversary of Macao's return. It is expected that policies to support Macao's better integration into Guangdong-Hong Kong-Macao Greater Bay Area's development will be introduced one after another. Zhuhai plate stocks are expected to get active performance opportunities.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. The executive meeting of Shanghai Municipal Government decided? Accelerate the construction of Shanghai financial science and technology center
On the 9th, Ying Yong, deputy secretary of Shanghai Municipal Committee and mayor, presided over an executive meeting of the municipal government to study and formulate an implementation plan to accelerate the construction of Shanghai Financial Technology Center and promote the coordinated development of Shanghai International Financial Center and Science and Technology Innovation Center. Study and improve the system of intellectual property policies and regulations, and clarify relevant rules and regulations.
In order to implement the spirit of the document "Shanghai International Financial Center Construction Action Plan (20 18-2020)" jointly issued by the People's Bank of China and other eight departments, the relevant municipal departments have formulated the "Implementation Plan on Accelerating the Construction of Shanghai Financial Science and Technology Center", which will create a highland for financial technology research and development, a highland for innovation and application, a highland for industrial agglomeration, a highland for talent concentration, a highland for industrial standards formation and a pilot zone for regulatory innovation.
The meeting agreed to the implementation plan in principle, pointing out that the construction of Shanghai Financial Science and Technology Center is a new connotation, new opportunity and new impetus for the construction of Shanghai International Financial Center, and an important focus for implementing the national strategy and promoting the coordinated development of Shanghai International Financial Center and Science and Technology Innovation Center. Shanghai's financial and scientific strength is relatively strong, and the legal environment is also good. We should seize the opportunity of the three new tasks entrusted to Shanghai by the central government, accelerate the construction of a financial science and technology center in accordance with the deployment of the municipal party Committee and the municipal government, and with the strong support of the national financial management department, so as to provide a powerful starting point for building an international financial center to achieve overtaking in corners. It is necessary to identify the focus, focus on new technologies such as big data, artificial intelligence, blockchain and 5G, and promote the research and development and application of core technologies of financial technology. It is necessary to provide policy supply in a timely manner, create a first-class environment for the development of financial technology, promote the pilot project of financial technology supervision and innovation, continuously optimize various payment and settlement services, and promote the agglomeration of financial technology industries.
At present, Shanghai is accelerating the construction of an intellectual property center city in the Asia-Pacific region. The relevant departments of this Municipality have formulated working rules related to intellectual property rights.
The meeting pointed out that it is necessary to improve the system of intellectual property policies and regulations in light of Shanghai's reality, and strive to build an intellectual property protection and service system that adapts to development and is in line with international standards. It is necessary to rely on the joint meeting of municipal intellectual property rights to establish a working mechanism, clarify working procedures, and further optimize the business environment.
Comments: Vigorously developing financial technology is an important direction and driving force for accelerating the construction of Shanghai International Financial Center in the new era. The executive meeting of Shanghai municipal government pointed out that it is necessary to provide policy supply in time and create a first-class financial technology development environment. This will bring accelerated development opportunities for financial technology companies registered in Shanghai or with relatively high business income in Shanghai.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
?
Market review
1, market comment: After the continuous rebound, the market volume fluctuated, and investors should not chase after it in the short term.
On Monday afternoon, the market fluctuated weakly, the cement and steel cycles picked up, the software stocks were collectively active, and the index opened slightly higher. After the opening, the index fell rapidly, the silver and gold sectors weakened, and the virtual reality sectors strengthened one after another. Cement, wireless headsets and semiconductors were more active, with stocks rising and falling, and the number of companies with daily limit increased. After that, the three major indexes began to fluctuate within a narrow range. China Software once led the domestic software sector to strengthen rapidly, and the market became more bullish. In the afternoon, the market fluctuated within a narrow range, and the science and technology innovation board rose collectively under the leadership of Huaxing Yuanchuang, and the three major indexes kept a sideways fluctuation trend. The self-controlled sector is relatively strong, individual stocks are mixed, and funds begin to wait and see cautiously. Near the end of the session, the index continued to fluctuate. At the close, the Shanghai Composite Index rose 0.08%, the Shenzhen Component Index fell 0.02% and the Growth Enterprise Market Index fell 0.33%. In terms of plate concept, the steel and cement plates led the gains, while the blood products plates led the declines. A total of 1836 stocks in the two cities rose, 36 stocks went up, and 30 stocks except new shares went up. 1629 stocks fell, and 4 stocks fell. The inflow of Shanghai Stock Connect was 31.1.50 million, and that of Shenzhen Stock Connect was1.579 million.
The market failed to continue last week's rally and fluctuated at a high level on Monday. With the continuous surge of technology stocks in recent days, many high-quality technology stocks have reached record highs. With the arrival of the overall climax of the plate, hot spots are constantly being excavated and extended. At the same time, some funds today choose low-level periodic sectors such as steel and cement to switch between high and low, which is somewhat similar to the market rhythm change at the end of 1 1. At present, the year is approaching, and it is unlikely to launch a vigorous market in this regard. With the approach of the first phase of the agreement between China and the United States, the market will become more cautious, but the attitude of net capital inflow northward for 18 consecutive trading days is worth considering. At present, the market operability is still strong, but due to the lack of support of incremental funds and the approach of key time nodes, it is not appropriate to add positions, suck high-quality varieties at a low level, and avoid chasing high.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)
2. New energy vehicles: The Ministry of Industry and Information Technology recently publicly solicited opinions on the industrial planning of new energy vehicles.
Recently, the Ministry of Industry and Information Technology publicly solicited opinions on the "New Energy Automobile Industry Development Plan (202 1-2035)" (draft for comments). The plan proposes that by 2025, the market competitiveness of new energy vehicles will be significantly improved, and major breakthroughs will be made in key technologies such as power batteries, drive power supplies and vehicle operating systems. The sales of new energy vehicles accounted for about 25%, and the sales of new intelligent networked vehicles accounted for 30%.
Investment Comment: This action of the Ministry of Industry and Information Technology reflects the policy level of China's escort for the development of new energy automobile industry. Previously, due to the decline in subsidies for new energy vehicles, most stocks in the industrial chain of new energy vehicles have undergone major adjustments. With the new attitude of the Ministry of Industry and Information Technology to new energy vehicles, and the recent announcement by overseas first-tier car companies on the strategy of vehicle electrification, electrification has obviously accelerated, and the new energy vehicle industry is expected to return to the upward turning point of the economy. Investors are advised to pay attention to battery equipment leading enterprises, new energy vehicle leading enterprises and core battery related materials enterprises.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)
?