The Political Bureau of the Communist Party of China (CPC) Central Committee: It is necessary to intensify macro-policy adjustment and study and formulate corresponding policies and measures according to the impact of the epidemic.
Ministry of Agriculture and Rural Affairs: Encourage pesticide production enterprises to merge, reorganize and withdraw from a number of small enterprises.
Market review
Market comment: In the afternoon, the Shanghai stock market rose and ushered in Balianyang, and more than 3,000 stocks closed in red.
Photovoltaic: Musk said to step up the installation of solar roofs.
Futures information
Metal energy: gold 354.56, down 0.28%; Copper 45700, down 0.04%; Rebar 3404, up 0.27%; Rubber 1 1550, down 0.09%; The PVC index was 6300, up by 0.32%; Zheng Chun in 2093, down1.55%; Shanghai Aluminum 13745, down 0.04%; Shanghai nickel 105030, down 0.81%; Iron ore 6 15.5, up 2.67%; Coke 1883, up by 2.42%; Coking coal 1274.5, up by 2.04%; Crude oil was 402.6, up1.18%;
Agricultural products: soybean oil 6078, down1.46%; Corn 1935, down 0.00%; Palm oil 5578, down 2.79%; Cotton 13 160, down 0.34%; Zheng Mai 2663, up 0.26%; White sugar 5777, up 0.70%; Apple 7080, down 0.07%;
Exchange rate: Euro/USD 1.0874, down 0.38%; USD/RMB 6.9744, up 0.05%; USD/7.77 10/0, up 0.07%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
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Main recommendations
1 the Political Bureau of the Communist Party of China (CPC) Central Committee: It is necessary to strengthen macro-policy adjustment and study and formulate corresponding policies and measures according to the impact of the epidemic.
Standing Committee of the Political Bureau of the Communist Party of China Central Committee, the Communist Party of China, held a meeting on February 12, pointing out that macro-policy adjustment should be strengthened, and corresponding policies and measures should be studied and formulated according to the impact of the epidemic. It is necessary to give full play to the role of proactive fiscal policy, increase capital investment, and ensure the funding needs of epidemic prevention and control in various places. We should continue to study and introduce phased and targeted tax reduction and fee reduction measures to ease the operational difficulties of enterprises. It is necessary to maintain a prudent, flexible and moderate monetary policy, increase preferential interest rate credit support for epidemic prevention materials production enterprises, and improve differentiated preferential financial services for regions, industries and enterprises that are greatly affected by the epidemic. It is necessary to further implement the employment priority policy and improve the fiscal, taxation, financial and social security policies that support small and medium-sized enterprises. Under the premise of ensuring epidemic prevention work, we will give classified guidance and promote the resumption of work of various enterprises such as central enterprises and state-owned enterprises in an orderly manner. We should take various measures to do a good job in the employment of college graduates and other groups to ensure the overall stability of employment.
Comments: The strong rebound of the market on Tuesday should be related to the market's expectation of the management's countercyclical adjustment policy. The meeting of the Standing Committee of the Political Bureau gave the market a reassurance. Improve differentiated preferential financial services for regions, industries and enterprises that are greatly affected by the epidemic. It is expected that this will also play a certain role in boosting the share prices of listed companies in regions and industries that are greatly affected by the epidemic.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. Ministry of Agriculture and Rural Affairs: Encourage pesticide production enterprises to merge and reorganize and withdraw from a number of small enterprises.
According to the website of the Ministry of Agriculture and Rural Affairs on June 5438+02, the General Office of the Ministry of Agriculture and Rural Affairs issued the Notice on Printing and Distributing. The "Notice" pointed out that an exit mechanism should be established to encourage enterprises to merge and reorganize, and a number of small pesticide enterprises with weak competitiveness should be withdrawn.
The Notice requires optimizing management services and improving the quality and efficiency of pesticide approval. Strict examination and approval standards, in the registration process, further improve the pesticide registration management system and review rules, standardize technical review, expert review and administrative examination and approval, improve the quality of examination and approval, and ensure the safety and effectiveness of pesticides. Optimize the examination and approval service, actively implement online processing, improve the administrative examination and approval service platform, actively promote online application, online examination and approval and electronic certificate issuance, and accelerate the paperless process of pesticide administrative examination and approval.
Establish an exit mechanism. In terms of pesticide production, strictly extend the pesticide production license. If the application is not submitted within the prescribed time limit or does not meet the requirements of pesticide production enterprises, the production license shall not be extended. Encourage enterprises to merge and reorganize, and withdraw from a number of small pesticide enterprises with weak competitiveness. Improve import and export management, adjust the list of import and export pesticides, and reduce a number of pesticide management varieties. Accelerate the implementation of online processing of pesticide import and export, strive to achieve paperless operation of the whole process, and improve the level of trade facilitation.
Comments: Establishing an exit mechanism and encouraging mergers and acquisitions are conducive to the survival of the fittest in the industry and the concentration of resources to advantageous enterprises. It is expected that related stocks dominated by agriculture will have active performance opportunities in the short term.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
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Market review
1, market comment: In the afternoon, the Shanghai stock market rose and ushered in Balianyang, and more than 3,000 stocks closed red.
On Wednesday, the Shanghai and Shenzhen stock markets collectively opened slightly lower. In early trading, photovoltaic concept, agricultural planting, nonferrous metals and other sectors led the gains, followed by software services, IT equipment, semiconductors and other sectors, and the securities sector also rose rapidly in the afternoon. The market shows a continuous upward trend. At the close, all stock indexes rose across the board, with the Shanghai Composite Index rising by 0.87%, the Shenzhen Component Index by 1.60%, the Shanghai 50 by 0.55%, the Shanghai and Shenzhen 300 by 0.8 1%, the small and medium-sized board index by 1.58% and the Growth Enterprise Market index by 2.80%. The turnover of the two cities has shrunk, with a total turnover of 790 1 100 million, but the stocks that fell in intraday trading were only a little more than 10%. 130 daily limit stocks, and the two cities only 1 ST stock daily limit.
On the surface, software services, IT equipment, semiconductors and non-ferrous metals led the gains, and only steel and commercial chains closed down. In terms of subject matter, domestic software, seed industry, cloud computing, smart medical care, big data, solar energy and other concepts performed strongly, with many sectors increasing by more than 3%, among which cloud computing and solar energy set off a wave of daily limit.
Generally speaking, A-shares have gone very fast in the recent panic caused by the pneumonia epidemic. At present, the Shanghai Composite Index has closed for 8 consecutive years, and the Growth Enterprise Market Index has hit record highs. The enthusiasm of the market to do more can be said to be very high, and the effect of making money is better. But from another point of view, although the market still has a good rebound momentum, the liquidity of the market is also very abundant. However, after experiencing Big bounce and accumulating a large number of short-term profit chips, market funds will gradually reduce risk appetite. At this time, investors should not be too optimistic, lest they chase some active stock excessively. In operation, over-hyped theme stocks can lighten their positions on rallies, and the callback will continue to pay attention to high-quality stocks in the sectors of semiconductors, new energy vehicles, cloud computing and brokerages.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)
2. Photovoltaic: Musk said that it is necessary to step up the installation of solar roofs.
Recently, Tesla CEO Musk tweeted that the company is stepping up the installation of solar roofs in the San Francisco Bay Area, and this business will soon enter the China and European markets. This is also the first time that Musk put forward his solar roof plan to enter China.
Investment Comments: On Tuesday, affected by Tesla's announcement of accelerating the development of solar photovoltaic business and Tongwei's announcement of 20 billion solar cell projects, the photovoltaic business rose sharply, and solar cell-related stocks showed daily limit. Photovoltaic power generation is an important direction of new energy power generation. This year and next are still the cash period of listed companies, and investors in the sector can continue to pay attention. Stimulated by the news, the short-term plate has a collective climax, and investors are not advised to chase high. In the future, there will be opportunities for individual stocks to adjust, and leading photovoltaic enterprises can be laid out on dips.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)