China plans to legislate to promote rural revitalization.
Six ministries and commissions: in 2020, do a good job in resolving excess capacity in key areas.
Market review
Market comment: the rebound may have a new high, and the position will be reduced on rallies.
Pharmaceutical and biological industries: there is a risk of rebound in domestic epidemic situation, and the demand for nucleic acid detection continues to increase.
New stock tips
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Futures information
Metal energy: gold 392. 16, down 0.01%; Copper 46970, up 0.49%; Rebar 3580, up 0.39%; Rubber 10640, up 0.81%; The PVC index was 9 185, down by 0.88%; Zheng Chun 1743, up 0.81%; Shanghai aluminum 13440, down 0.41%; Shanghai Nickel 103560, up 0.19%; Iron ore 758, up 0.60%; Coke 1952.5, up 0.51%; Coking coal 1 184.5, up by 0.08%; Crude oil was 306.7, up 0.46%;
Agricultural products: soybean oil 5728, up 0.67%; Corn 2 124, down 0.79%; Palm oil 5004, up 0.20%; Cotton 1 1985, up 0.13%; Zheng Mai 2526, up 0.20%; White sugar 5033, down 0.02%; Apple 8 198, down 0.26%;
Exchange rate: Euro/USD 1. 1205, down 0.34%; USD/RMB 7.0824, up 0.09%; USD/HKD7.7503, up 0.00%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
Main recommendations
1, China plans to legislate to promote rural revitalization.
The 19th meeting of the 13th the National People's Congress Standing Committee (NPCSC) was held in Beijing on 18, and the draft rural revitalization promotion law was submitted for deliberation for the first time. The draft is divided into 1 1 chapters, based on giving full play to the unique role of rural areas in ensuring national food security and agricultural product supply, protecting the ecological environment, inheriting and developing Chinese excellent traditional culture, and promoting rural comprehensive revitalization and urban-rural integration development from the legal system.
Comments: As a promotion law, this law focuses on promoting and promoting the comprehensive revitalization of rural areas and the integrated development of urban and rural areas by establishing and improving the legal system and policy measures, and does not replace other agriculture-related laws such as the Agricultural Law. It is expected that stocks (mainly agricultural science and technology stocks) whose main business involves the theme of rural revitalization will benefit.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. Six ministries and commissions: In 2020, we will do a good job in resolving excess capacity in key areas.
According to the news of the National Development and Reform Commission on June 18, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the National Energy Administration, the Ministry of Finance, and the State-owned Assets Supervision and Administration Commission of Ministry of Human Resources and Social Security and the State Council issued a notice on doing a good job in resolving excess capacity in key areas in 2020.
The notice requires that the results of de-capacity be comprehensively consolidated. Regional and central enterprises that have not yet completed the "Thirteenth Five-Year Plan" de-capacity target should make overall efforts to ensure that the de-capacity task is fully completed by the end of 2020.
Comments: The key industries for de-capacity are steel and coal. Recently, steel stocks and coal stocks have been active. It is expected that the notice jointly issued by the six ministries and commissions will stimulate the stocks of these two industries to remain active in the short term.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Market review
1, market comments: rebound or have a new high, lighten up on rallies.
On Thursday, the market index of the two cities fluctuated and closed, and the total market turnover was slightly enlarged compared with the previous trading day. The total turnover of the two cities was 758.6 billion yuan, and the net inflow of northbound funds was 5.983 billion yuan. Specifically, the Shanghai Composite Index rose 0. 12% to close at 2939.32 points. The Shenzhen Component Index rose 0.67% to close at 1 1494.6; The GEM index rose 0.09% to close at 22 166.03.
On the disk, wireless headset stocks, Apple concept stocks, 5G concept stocks and resource stocks performed strongly, and the epidemic prevention sector was among the top losers. The hot spots of previous hype have weakened. Long-term adjustment of low-level 5G concept stocks, consumer electronics concept stocks, and cyclical stocks are sought after by funds, and the market funds are obviously switched.
On the trend, the macd index of Shanghai Stock Exchange index oscillated higher after the "dead fork" appeared, and there was a momentum of "dead fork" turning into "golden fork"; In addition, the popular technology sector has also made a comeback, and brokerage stocks have also changed. It is not excluded that the Shanghai Composite Index will rise further in this round of rebound and hit a new high. However, it is worth noting that the lack of trading volume is difficult to support the continuous rise of the index. In operation, it is suggested to lighten positions flexibly on rallies, and it is suggested to pay attention to consumer stocks with relatively stable fundamentals and better performance expectations in the interim report and non-ferrous stocks with lower stock prices.
(investment consultant? Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)
2. Pharmaceutical and biological industry: There is a risk of rebound in domestic epidemic situation, and the demand for nucleic acid testing continues to increase.
Industry trends: 1) The Health and Health Commission issued a notice on the 20 19 annual performance appraisal of secondary and tertiary public hospitals; 2)CDE issued guidelines for the development of children's medication (draft for comments); 3) The epidemic situation still has the risk of rebound, which will further improve the coverage of nucleic acid detection population.
Comments: In the post-epidemic stage, the further coverage of nucleic acid testing population and the normalization of nucleic acid testing will promote the continuous growth of reagent demand, thus driving the annual performance growth of related enterprises. It is recommended to pay attention to relevant leading enterprises.
(Investment consultant Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)