Main recommendations

General Administration of Customs: Before 10, China's import and export increased 1. 1%.

Ministry of Industry and Information Technology: Improve the preferential policies for the use of new energy vehicles such as charging and transportation.

Market review

Market comments: The market fluctuates, and the operation is profit-oriented, taking advantage of the trend and actively grasping the main line related to profit.

Macroscopically, the three major US stock indexes recorded their biggest weekly gains since mid-April, and the Nasdaq rose more than 9% that week.

Home appliance industry: The completion of real estate will increase the demand for home appliance retail, and the industry is expected to usher in the opportunity of valuation repair.

Futures information

Metal energy: gold 4 10.40, up1.36%; Copper 5 1480, down 0.19%; Rebar 37 19, up 0.73%; Rubber 14670, down1.44%; The PVC index was 7075, up 0.71%; Zheng Chun 2086, up 0.82%; Shanghai Aluminum 14720, up by 0.38%; Shanghai Nickel 1 15930, down 0.49%; Iron ore was 77 1.5, up by 0.78%; Coke was 2389.5, up by 3.29%; Coking coal 1300.5, down 0.73%; Brent oil was 40.90, down 2.36%;

Agricultural products: soybean oil 7338, up1.63%; Corn 2554, down 0.16%; Palm oil 6420, up1.42%; Zheng Mian 14080, down 2.22%; Zheng Mai 2682, down 0.92%; Sugar 5 1 19, down 0.49%; Apple 7027, down 2.61%; Jujube 9825, down 0.10%;

Exchange rate: Euro/USD 1. 19, up 0.43%; USD/RMB 6.6 1, up 0.08%; USD/HK$ 7.75, up 0.0 1%.

Second, the key recommendation

1, General Administration of Customs: in the previous month 10, China's import and export growth 1. 1%.

Event: According to customs statistics, the total import and export value of China's goods trade was 25.95 trillion yuan in the first month of this year, an increase of 1. 1% over the same period last year. Among them, exports 14.33 trillion yuan, an increase of 2.4%; Imports 1 1.62 trillion yuan, down by 0.5%; The trade surplus was 27 1 trillion yuan, an increase of 16.9%. In dollar terms, in the first 10 month, China's total import and export value was 37 1 trillion dollars, down by 0.8%. Among them, exports were 2.05 trillion US dollars, up by 0.5%; Imports were $65,438 +0.66 trillion, down 2.3%; The trade surplus was $384.5 billion, up by 14.2%.

Comments: In June 5438+ 10, the year-on-year growth of China's exports reached 1 1.4%, accelerating for the fifth consecutive month, showing the advantages of China's manufacturing industry chain; At the same time, the growth rate of imports has also picked up significantly, reflecting the strong domestic demand, and the economic fundamentals of China have maintained an upward trend. Under the background of good fundamentals, it is expected that the market will maintain a high probability of structural deduction.

(investment consultant Zhong Yanling registered investment consultant certificate number: S02606 13020024)

2. Ministry of Industry and Information Technology: Improve the preferential policies for the use of new energy vehicles such as charging and transportation.

Event: Luo Junjie165438+/KLOC-0, Director of Equipment Industry Division I of the Ministry of Industry and Information Technology, said at the China Automobile Industry Development Forum held during the 3rd China International Import Expo (CIIE) on October 7th that he would unswervingly promote the development of new energy vehicles. 10 10 On October 20th, the General Office of the State Council issued the Development Plan of New Energy Vehicle Industry (20021-2035), which defined the development direction and objectives of new energy vehicles in the future 15 years. In the next step, the Ministry of Industry and Information Technology will do a good job in implementation, strengthen departmental coordination and up-and-down linkage, make overall plans to promote the deep integration and development of industries such as automobiles, energy, transportation and information and communication, and push industrial development to a new level; Implement the action plan to promote vehicle electrification in the public domain, encourage the innovative development of the "electricity exchange" model, organize demonstration applications of fuel cell vehicles and activities of new energy vehicles going to the countryside, and increase the promotion and application; We will improve the preferential policies for the use of new energy vehicles such as charging, parking and transportation, support the construction of infrastructure such as charging and replacing electricity and hydrogenation, and continuously improve the user experience.

Comments: The rapid popularization of new energy vehicles requires the improvement of supporting facilities such as charging, parking and transportation. Under the concern of the policy, the relevant supporting facilities are expected to develop by leaps and bounds. At present, China has certain advantages in the industrial chain of new energy vehicles. With the follow-up of supporting facilities, it is expected that the development of the industry will enter the fast lane and relevant companies will benefit deeply.

(investment consultant Zhong Yanling registered investment consultant certificate number: S02606 13020024)

Third, the market review

Market comments: The market fluctuates, and the operation is profit-oriented, taking advantage of the trend and actively grasping the main line related to profit.

Last Friday, the three major indexes collectively oscillated back. The GEM index tumbled by nearly 2%. The Shanghai Composite Index opened higher, oscillated and fell, climbed slightly in the afternoon and finally closed down. At the close, the Shanghai Composite Index reported 33 12. 16 points, down 0.24%, with a turnover of 325.5 billion yuan; The Shenzhen Component Index reported 13838.42 points, down 0.4%, with a turnover of 553 billion yuan; The Chuangzhi Index reported 2733.07 points, down 1.97%, with a turnover of 256 billion yuan. From the disk, ports, photoresists and semiconductors were among the top gainers, while medical devices, photovoltaics and charging piles were among the top losers. The market rose 87.63 points, or 2.72%. The turnover exceeded10.5 trillion, higher than the previous two weeks. It is expected that the short-term market will still be dominated by volatile market, and the structural market opportunities will be continued. Operation strategy: volatile market will be dominated by profit and follow the trend. It is suggested to focus on three aspects: first, optional consumption/services (automobiles, leisure services, household appliances) accelerated from Q3; Second, the manufacturing industry (general machinery, industrial metals, glass) that meets the production capacity/inventory cycle is started first because of rising prices or improving demand; Third, the low allocation of big finance (banking and insurance) confirmed by the inflection point of the boom, and the theme investment focuses on the reform of state-owned enterprises (Shanghai and Shenzhen state-owned assets regional experiments). The stock market is risky, so you need to be cautious in investing.

(investment consultant? Where's Gu? Registered Investment Consultant CertificateNo.: S026066 1 1020066)

Macroscopically, the three major US stock indexes recorded their biggest weekly gains since mid-April, and the Nasdaq rose more than 9% that week.

Event: Last Friday, US Eastern Time, the three major US stock indexes were mixed. At the close, the Dow fell 0.24% to 28,323.4 points, the Standard & Poor's 500 index fell 0.03% to 3,509.44 points, and the Nasdaq index rose 0.04% to 1 1895.23 points. Last week, the Dow rose 6.87%, Nasdaq rose 9.0 1%, and the S&P 500 index rose 7.32%. The three major stock indexes all recorded their biggest weekly gains since mid-April.

Comments: Last week, the Dow rose 6.87%, the Nasdaq rose 9.0 1%, and the S&P 500 index rose 7.32%. The three major stock indexes all recorded their biggest weekly gains since mid-April. The news shows that the overall performance of the short-term external market is good, and the news is relatively neutral and slightly positive.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)

Home appliance industry: The completion of real estate will increase the demand for home appliance retail, and the industry is expected to usher in the opportunity of valuation repair.

With the effective control of the epidemic, the economy continues to improve and the completion rate of real estate is increasing. The completion of real estate will improve the retail demand of home appliances, and home appliance enterprises are expected to usher in the opportunity of valuation repair.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)