Ministry of Commerce: Accelerate the implementation of various policies and measures to promote consumption.
National Energy Administration: Promote the construction of smart grid and encourage the construction of a new generation of grid-connected new energy power stations.
Market review
Market comment: There is still great pressure in the short term, and the market may continue to fluctuate.
Real estate development industry: transactions in various cities have picked up, and the central bank has lowered the deposit reserve ratio.
New stock tips
1、? Katie shares, purchase code 707288, purchase price 92.59 yuan;
2、? Zhongtai Securities, the subscription code is 7309 18, and the subscription price is 4.38 yuan;
Futures information
Metal energy: gold 397.32, up 0.55%; Copper 43670, up 0.05%; Rebar 35 13, down 0.45%; Rubber 10650, up by 0.14%; The PVC index was 5850, down by 0.85%; Zheng Chun 1726, down 0.52%; Shanghai Aluminum 12750, down 0.35%; Shanghai nickel 102590, up1.14%; Iron ore 702, up1.45%; Coke 1823.5, down 0.16%; Coking coal 1 16 1, up 0.69%; Crude oil was 283.5, down 0.84%;
Agricultural products: soybean oil 5444, down 0.07%; Corn 2025, down1.12%; Palm oil 4588, up 0.17%; Cotton 1 1860, up by 0.89%; Zheng Mai 2467, up 0.28%; Sugar 4989, up1.16%; Apple 9 109, down 0.60%;
Exchange rate: Euro/USD 1.0923 rose by 0.08%; USD/RMB 7. 1 177, down 0.02%; USD/HK$ 7.7509, down 0.0 1%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
Main recommendations
1. Ministry of Commerce: Accelerate the implementation of various policies and measures to promote consumption.
According to the website of the Ministry of Commerce on June 5438+09, the person in charge of the Consumption Promotion Department of the Ministry of Commerce introduced the operation of China's consumer market from June 5438+ 10 to April 2020, saying that with the gradual resumption of work and production, the production and living order will gradually return to normal, and domestic consumption will continue to maintain a steady upward trend. In the next step, the Ministry of Commerce will, in accordance with the decision-making arrangements of the CPC Central Committee and the State Council, further accelerate the resumption of various shopping malls, markets and life service industries, accelerate the implementation of various policies and measures to promote consumption, and actively promote consumption recovery and potential release.
The person in charge said that the operation of China's consumer market from June 5438 to April mainly has the following characteristics: First, the decline in consumption has further narrowed; Second, the online growth rate has been further improved; Third, the sales of key commodities have further rebounded; Fourth, service consumption has further picked up; Fifth, the price increase has further declined.
Comments: With the gradual progress of resumption of work and production, the production and living order will gradually return to normal, and domestic consumption will continue to maintain a steady upward trend. The Ministry of Commerce will speed up the implementation of various policies and measures to promote consumption, and actively promote the replenishment of consumption and the release of potential, which is conducive to the A-share market mainly involving various consumer goods and various shopping malls, markets and life service companies.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. National Energy Administration: Promote the construction of smart grid and encourage the construction of a new generation of grid-connected new energy power stations.
The National Energy Administration solicited opinions on the Guiding Opinions on Establishing and Perfecting the Long-term Mechanism of Clean Energy Consumption. The opinion puts forward that the main network should be continuously improved, the shortcomings of power grid construction should be filled, the construction of flexible DC and smart grid should be promoted, and the role of power grid consumption platform should be given full play. Promote the development and application of energy storage with large capacity, high safety and high reliability. Promote self-owned power plants, traditional large-capacity industrial loads, industrial and commercial interruptible loads, electric vehicle charging networks, virtual power plants, etc. Participate in system supervision. Encourage the construction of a new generation of grid-connected new energy power stations, explore market-oriented business models, carry out demonstration of integrated operation of source, network and load, and provide certain capacity support and adjustment capacity for the power system while ensuring efficient consumption and utilization of new energy by rationally optimizing the storage ratio and system design of wind power, photovoltaic and electric energy.
Comments: The opinion puts forward that the main structure of power grid should be continuously improved, the shortcomings of power grid construction should be filled, the construction of flexible DC and smart grid should be promoted, and the role of power grid consumption platform should be given full play. This will benefit smart grid concept stocks, and it is expected that related 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: There is still a large upward pressure in the short term, and the market may continue to fluctuate.
On Tuesday, the three major indexes collectively strengthened, with the Shanghai Composite Index approaching the 2900-point integer mark, and the Shenzhen Component Index and the Growth Enterprise Market Index rising more than 1%. The total turnover of the two cities was 6,465.438+0.5 billion yuan, and the net inflow of northbound funds today was 4,965.438+0.8 billion yuan. Specifically, the Shanghai Composite Index closed up 0.8 1% at 2,898.58 points. The Shenzhen Component Index rose 1.2 1% to close at 1 1052.85; The GEM index rose 1.38% to close at 2 14438+02.
On Tuesday, driven by the sharp rise in the external stock market, the index opened slightly higher and fluctuated at a high level throughout the day. The transaction volume decreased by nearly 90 billion yuan compared with yesterday. On the whole, the heavyweights fluctuated weakly after opening higher, which limited the market's upward expansion space, and the technology stocks were strong, leading the market. At the close, the chip sector index rose by 3.3% and the semiconductor sector index rose by 4%. At present, technology stocks are still the main force in the market, but the differentiation is large, and leading technology stocks are expected to continue to perform. The Shanghai Composite Index closed near the integer mark of 2900 points. Whether the short-term market can continue to break through depends on the initiative of individual sectors, and it is difficult to pay attention to whether the heavyweights such as banks, insurance and brokerages can strengthen.
In terms of market opportunities, with the convening of the two sessions, it is expected that the market will mainly fluctuate in the weak range, and the expected fluctuation range is between 2850 and 2950 points. It is expected that the market opportunities will still be concentrated in food and beverage, wine making, medicine and medical treatment, science and technology and other sectors, and the market performance will be dominated by sector rotation. In operation, it is suggested to continue to hold consumer white horses, high-quality growth stocks of medicine and medical care, and leading technology stocks with large market value in the technology industry.
(investment consultant? Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)
2. Real estate development industry: the transactions in various cities have picked up, and the central bank has lowered the deposit reserve ratio.
The transaction area of the first, second and third tier cities has collectively picked up, and the transaction area of the first line has returned to one million. On Monday, the weekly turnover of new houses in the second, third and third lines rebounded from the previous month. After two and a half months, the weekly turnover changed from negative to positive, basically returning to the level before the Spring Festival. The year-on-year decline of the third line also narrowed to single digits. The turnover in the week before the Spring Festival reached 90%, and the turnover in the week before the Spring Festival in the second tier recovered to nearly 80%. At the beginning of last month, the central bank decided to reduce the deposit reserve ratio by 1 percentage point for rural credit cooperatives, rural commercial banks, rural cooperative banks, rural banks and city commercial banks operating only in provincial administrative areas, and fully implemented it in May of 15. The RRR cut released a total of 400 billion yuan of long-term funds.
Comments: The impact of the epidemic on the real estate market is fading. This time, the central bank once again lowered the deposit reserve ratio, the market liquidity became better, and the financing cost of housing enterprises decreased. The real estate sector valuation is still at a low level. It is recommended to pay attention to leading real estate enterprises with abundant cash flow.
(Investment consultant Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)