Main recommendations
CSRC: The main rules for the establishment of the science and technology innovation board and the pilot registration system were officially released.
The central bank will soon introduce policies to implement the Guangdong-Hong Kong-Macao Greater Bay Area Planning Outline.
Market review
Market Comments: Brokers and insurance sectors once again made efforts to lead the two cities, and individual stocks generally rose. It is suggested to actively participate in the high mood?
Macro perspective: 4K Ultra HD era is coming soon! 4 trillion market, how to nugget?
Photovoltaic industry chain: The investment value of leading listed companies is obvious, so it is suggested to actively lay out and seize the opportunity.
Futures information
Metal energy: gold 286.50, down 0.47%; Copper 50450, up 0.52%; Rebar 3750, up 2.04%; Rubber 12935, up by 2.05%; The PVC index was 6490, up1.33%; Shanghai Aluminum 13695, flat%; Shanghai Nickel 104670, up by 2.42%; Coke 2 157.0, up 2.23%; Coking coal 1335.0, up1.44%; Brent oil was 64.79, down 2.00%; Iron ore 6 13.5, up 3.81%; Zheng Chun 2653, up 4.24%.
Agricultural products: soybean oil 5790, up1.51%; Corn 1827, up by 0.55%; Palm oil 4652, up1.53%; Cotton 15530, up 0.71%; Zheng Mai 242 1, Ping; Sugar 5 182, up 0.52%; Apple 10253, up 0.5 1%.
Main recommendations
1, CSRC: set up a scientific and technological innovation board and officially promulgated the main rules of the registration system pilot.
Event: On March 1 2009, the CSRC issued the Measures for the Registration of Initial Public Offerings of Science and Technology Innovation Board (Trial) and the Measures for the Continuous Supervision of Listed Companies of Science and Technology Innovation Board (Trial), which will be implemented as of the date of promulgation. With the approval of the CSRC, the relevant business rules of Shanghai Stock Exchange and China Settlement were issued accordingly.
Comments: The establishment of the science and technology innovation board and the official release of the main rules of the pilot registration system mean that the launch of the science and technology innovation board is imminent.
The launch of science and technology innovation board is a major event in the capital market this year and a major institutional innovation in the capital market. The impact is far-reaching, and the promotion speed exceeds market expectations, which constitutes a substantial benefit to high-tech innovative enterprises.
(investment consultant Zhong Yanling registered investment consultant certificate number: S02606 13020024)
2. The central bank will soon issue a policy to implement the Guangdong-Hong Kong-Macao Greater Bay Area Planning Outline.
Event: Wang, deputy to the National People's Congress and director of the financial stability bureau of the central bank, said on the 3 rd that the central bank had solicited opinions from various departments and completed the countersigning, which is expected to be introduced soon.
Comments: After the release of the Outline of Guangdong-Hong Kong-Macao Greater Bay Area Development Plan, the capital market reacted to some extent, but the performance was not outstanding due to the strong expectations in the early stage. However, as a subject with strong certainty, Guangdong-Hong Kong-Macao Greater Bay Area will continue to stimulate the share prices of relevant companies. Investors are advised to pay attention to port logistics, infrastructure, finance and other related enterprises. (investment consultant Zhong Yanling registered investment consultant certificate number: S02606 13020024)
Market review
Market Comments: Brokers and insurance sectors once again made efforts to lead the two cities, and individual stocks generally rose. It is suggested to actively participate in the high mood?
On Friday, the three major stock indexes of A shares stabilized and continued to rebound. At the close, the Shanghai Composite Index rose 1.8%, approaching the 3000-point integer mark. On the disk, the industry sector rose across the board, and the brokerage and insurance sectors continued to exert their strength, leading the two cities. The effect of making money gradually appeared, and investors' confidence doubled. It is expected that this round of rebound will continue to develop in depth. In operation, you can actively participate in the operation, light index and heavy stocks, and strengthen band operation. It is suggested to pay attention to the wrong varieties with clear performance growth and reasonable valuation on dips. It is suggested to pay attention to big finance, big consumption, communication software, construction machinery, military industry, new energy and other sectors. The stock market is risky, so you need to be cautious in investing.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Macro perspective: 4K Ultra HD era is coming soon! 4 trillion market, how to nugget?
On March 1 day, the Ministry of Industry and Information Technology, the State Administration of Radio, Film and Television and the Central Radio and Television General Station released the Action Plan for the Development of Ultra HD Video Industry (20 19-2022). According to the plan, in accordance with the overall technical route of "4K first, 8K second", we will vigorously promote the development of ultra-high definition video industry and its application in related fields. In 2022, the overall scale of the ultra-high definition video industry in China will exceed 4 trillion yuan.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Photovoltaic industry chain: The investment value of leading listed companies is obvious, so it is suggested to actively lay out and seize the opportunity.
Affected by industry supply and demand, the price of industrial chain has fluctuated recently. The fluctuation of industrial chain price is mainly the recovery of industrial chain price change under the change of supply and demand relationship of 20 18Q4, which has relatively limited influence on the profitability of leading enterprises. At the same time, with the release and climb of new production capacity of industry leaders, its cost advantage is becoming more and more prominent. This price fluctuation will further concentrate the market on advanced low-cost production capacity, and the leading edge will be continuously enhanced.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)