The Ministry of Agriculture and Rural Affairs held a video conference to study and deploy the work of stabilizing the production and supply of "vegetable basket" products.
The United Nations calls attention to locust plague: the number of locusts has increased by 64 million times.
Market review
Market comment: Baima supports Shanghai stock market for seven consecutive years, and heavy investors lighten their positions on rallies.
Infrastructure: The Ministry of Finance issued a new local government debt limit of 848 billion yuan in advance in 2020.
Futures information
Metal energy: gold 354.6, down 0.51%; Copper 45580, up 0.22%; Rebar 3392, up 2.69%; Rubber 1 1500, up1.23%; The PVC index was 6290, up by 0.96%; Zheng Chun 2 1 14, down 0.66%; Shanghai Aluminum 13780, up by 0.66%; Shanghai Nickel 106 190, up1.56%; Iron ore was 605.5, up 4.4%; Coke 1855, up 3.14%; Coking coal 1264, up 3.18%; Crude oil was 397.2, down 0.55%;
Agricultural products: soybean oil 6096, down1.68%; Corn 1923, down 0.36%; Palm oil 5690, down 2.54%; Cotton 13 125, up by 0.46%; Zhengmai 2665, down 0.15%; White sugar 5729, down 0.87%; Apple 7004, down 0.34%;
Exchange rate: Euro/USD 1.09 16, up by 0.05%; USD/RMB 6.9708, down 0.20%; USD/HK$ 7.7657, up 0.00%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
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Main recommendations
1, the Ministry of Agriculture and Rural Affairs held a video conference to study and deploy the stable production and supply of "vegetable basket" products.
On February 1 1, the Ministry of Agriculture and Rural Affairs held a video conference to dispatch and analyze the current supply and demand situation of "vegetable basket" products such as vegetables, meat, eggs, milk and aquatic products and agricultural means of production such as feed, seedlings, pesticides and veterinary drugs, and to study and deploy the stable production and supply of "vegetable basket" products. The meeting stressed that efforts should be made to solve the problems in view of the outstanding difficulties in the production and supply of the current "vegetable basket". Strengthen the production of vegetables, meat, eggs, milk and aquatic products, and maintain the normal production and marketing order. Strengthen assistance to large-scale entities, seize a number of key producers of "vegetable basket" products, and help solve practical difficulties in time.
Comments: The previously announced CPI of 1 month increased by 5.4% year-on-year, 0.9 percentage points higher than last month and 3.7 percentage points higher than the same period last year. On the one hand, it is affected by the traditional factors of the Spring Festival, on the other hand, it is also affected by factors such as poor logistics and rising prices of daily necessities such as vegetables. Stabilizing the supply of "vegetable basket" helps to stabilize prices, thus leaving enough monetary policy space for management to cope with the downward pressure on the economy.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. The United Nations calls attention to locust plague: the number of locusts has increased by 64 million times.
On February 10, FAO called on countries to increase their assistance to countries threatened by locusts. According to the organization, it has raised 210 million dollars in aid funds, but it is still far from the required 76 million dollars. FAO officials say that the number of locusts has increased by 64 million times in a year and a half. These locusts have unprecedented destructive power, food shortages have occurred in many places, the prices of flour and bread have soared, and Pakistan and many African countries have declared a state of emergency.
Comments: With the increasing possibility of locust plague approaching China, it is expected that the market demand for pesticides and insecticides will increase. It is expected that the main stocks involved in pesticides and pesticides are expected to get active performance opportunities.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
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Market review
1, market comments: Baimabao Shanghai Stock Exchange has seven consecutive years, and heavy investors have reduced their positions on rallies.
On Tuesday, the index fluctuated and differentiated all day, and the three major stock indexes closed mixed. At the close, the Shanghai Composite Index recorded seven consecutive days, up 0.39% to close at 290 1.67, the Shenzhen Component Index rose 0.37% to close at 10768.6, and the Growth Enterprise Market Index fell -0.67% to close at 2028.44. From the perspective of the disk, individual stocks are mixed, with steel, liquor, coal and other sectors leading the gains, consumer electronics, glass ceramics and other related concept stocks active, and medicine, telecommuting, disinfectants and other related sectors leading the decline. On the whole, the non-st stocks in the two cities have a daily limit of 56 and a daily limit of 34, with a slight decrease in turnover compared with yesterday. Today, the net inflow of northbound funds is 2.486 billion yuan, the net inflow of Shanghai Stock Connect is 265.438+64 billion yuan, and the net inflow of Shenzhen Stock Connect is 326.5438+0 billion yuan.
On Tuesday, the Shanghai Composite Index stood at 2900 points and closed for seven consecutive days, continuing to make up for the gap last Monday. However, after many days of rebound, the technical callback pressure has gradually increased. On the face of it, the epidemic concept stocks with huge gains in the previous period are rapidly diving. Fortunately, the plate is rotating, and the white horse stocks that were stagflation in the previous period are making up, setting off the market index on Tuesday. However, the volume of transactions is relatively shrinking, the market is in a period of relative hesitation, and market differences are intensifying. In the news, the number of newly confirmed cases dropped significantly, and the pneumonia epidemic was controlled. However, with the resumption of work in February 10, the epidemic situation is still uncertain, which may also affect the short-term market sentiment. In the short term, the state has made continuous efforts in fiscal and taxation policies and monetary policies, and the market liquidity has been rapidly improved and the market has been quickly repaired. However, at present, it is unrealistic to expect the market to fully rebound. In operation, investors with heavy positions can take the opportunity to lighten their positions and participate in short-term opportunities such as infrastructure, cycle and finance to make up for the gains. For mid-line blue-chip stocks such as new energy vehicles, semiconductors, and 5G, they can operate in reverse and strengthen trading.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)
2. Infrastructure: The Ministry of Finance issued a new local government debt limit of 848 billion yuan in advance in 2020.
On February 1 1, the Ministry of Finance said that, following the decision of the State Council and reported to the NPC Standing Committee for the record, the Ministry of Finance recently issued a new local government debt limit of 848 billion yuan in advance in 2020, including 558 billion yuan in general debt and 290 billion yuan in special debt. Together with the special debt of 1 trillion yuan previously issued in advance, the new local government debt limit of1848 million yuan will be issued in advance in 2020.
Investment Comments: Affected by the novel coronavirus epidemic, the current situation of returning to work in various places is not optimistic, and the pressure of economic growth in the first quarter is expected to be enormous. The Ministry of Finance issued the new local government debt limit of 848 billion yuan in advance in 2020, and the accumulated limit this year has exceeded180 billion yuan. Looking at the state's attitude towards economic growth in the short term will help alleviate investors' worries about economic pressure. Long-term policies are favorable to infrastructure, cycle and other related sectors. Investors can pay attention to investment opportunities in China Construction, Conch and Jiao Jian, China.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)