Main recommendations
Statistics Bureau: In September, the profits of industrial enterprises above designated size increased year-on-year 10. 1%.
SASAC: Deepening the Comprehensive Reform of "Double Hundred Enterprises" with Greater Efforts
Market review
Market comments: The market shows a weak rebound, and it is necessary to control the position and rhythm in operation and strengthen band participation.
Macro perspective: Statistics Bureau: The profits of industrial enterprises above designated size increased year-on-year in September 10. 1%.
Cloud computing industry: China's computing industry has huge investment space and optimistic future development prospects.
Futures information
Metal energy: gold 406.80, up 0.84%; Copper 5 1690, down 0.54%; Rebar 3569, flat steel; Rubber 15625, up by 2.97%; The PVC index was 6775, up by 65438 0.50%; Zheng Chun 2036, up 0.34%; Shanghai Aluminum 14485, up by 0.03%; Shanghai nickel 1 19320, up 0.41%; Iron ore 756.0, up 0.07%; Coke 2 156.5, up1.82%; Coking coal 1343.0, down 0.19%; Brent oil 4 1.79, up 0.84%; Rubber sheet 192.35, up by 3.47%;
Agricultural products: soybean oil 7 176, up 0.87%; Corn 2588, up 0.19%; Palm oil 6 172, up1.41%; Zheng Mian 145 15, down 0.17%; Zheng Mai 2690, down1.10%; Sugar 5225, down 0.17%; Apple 7357, down 2.28%; Jujube 10030, down 0.40%;
Exchange rate: EUR/USD 1. 18, down 0.12%; USD/RMB 6.70, down 0.11%; USD/HK$ 7.75, flat.
Second, the key recommendation
1. Bureau of Statistics: The profits of industrial enterprises above designated size increased year-on-year in September 10. 1%.
Event: From June to September, 5438, the total profits of industrial enterprises above designated size nationwide reached 4,366.50 billion yuan, down 2.4% year-on-year, and the decline rate was 2.0 percentage points narrower than that in June, 5438. In September, industrial enterprises above designated size realized a total profit of 646.43 billion yuan, a year-on-year increase of1kloc-0/%.
Comments: With the epidemic under good control, the profits of industrial enterprises continued to achieve a high growth year-on-year in September, indicating that the economy maintained a good momentum. In the context of continuing to repair the fundamentals, it is expected that the downside of the index will be suppressed, and the market is expected to continue the structural deduction pattern.
(investment consultant Zhong Yanling registered investment consultant certificate number: S02606 13020024)
2. SASAC: Intensify efforts to promote the comprehensive reform of "Double Hundred Enterprises".
Event:10 On June 27th, the Office of the Leading Group for the Reform of State-owned Enterprises in the State Council held a site promotion meeting of "Hundred Flowers Action" in Guangzhou to redeploy and further promote the "Hundred Flowers Action". Weng, deputy director of the State-owned Assets Supervision and Administration Commission, demanded that the comprehensive reform of "Double Hundred Enterprises" should be further promoted with stronger determination, stronger will and greater strength, so as to take the lead in completing key tasks and make new and greater contributions to the high-quality development of state-owned enterprises and the new journey of building a socialist modernized country in an all-round way.
Comments: Promoting the comprehensive reform of "Double Hundred Enterprises" is of great significance to the reform of state-owned enterprises and helps to promote the high-quality development of state-owned enterprises. With the strong support of policies, the theme of state-owned enterprise reform is expected to continue to benefit. At present, the overall valuation of the sector is low, and under the catalysis of policies, it is expected to usher in a good opportunity for valuation repair.
(investment consultant Zhong Yanling registered investment consultant certificate number: S02606 13020024)
Third, the market review
Market comments: The market shows a weak rebound, and it is necessary to control the position and rhythm in operation and strengthen band participation.
On Tuesday, the A-share market bottomed out and showed a weak rebound overall. At the close, the Shanghai Composite Index rose 0. 10% to 3,254.32 points, with a turnover of 217.5 billion yuan; The Shenzhen Component Index rose 0.59% to 13269.65, with a turnover of 4138 billion yuan; The index rose 1.26% to 2,650.76 points, with a turnover of 223.3 billion yuan. From the perspective of the disk, ophthalmic medical care, national defense and military industry, and liquor sectors were among the top gainers; Charging piles, instruments and vehicles were among the top losers, and the industry sectors were mixed. Considering that the current domestic economic recovery momentum is still good and the liquidity remains relatively reasonable and abundant, it is expected that there will be no systemic callback risk in the short term, and the interval shock will continue with high probability. In operation, it is suggested to control positions reasonably and strengthen band participation. It is suggested to pay attention to the stocks whose performance in the third quarterly report exceeds expectations and the sectors whose prosperity is on dips, so as to avoid pure speculation on concept stocks. Investors can strategically deploy core assets led by securities firms, banks and insurance, and pay due attention to trading opportunities in digital currency, cloud computing and defense industry in the short term. The stock market is risky, so you need to be cautious in investing.
(investment consultant? Where's Gu? Registered Investment Consultant CertificateNo.: S026066 1 1020066)
Macro perspective: Statistics Bureau: The profits of industrial enterprises above designated size increased year-on-year in September 10. 1%.
Event: In September, the total profits of industrial enterprises above designated size nationwide reached 646.43 billion yuan, up by 10 1% year-on-year, and the growth rate dropped by 9.0 percentage points compared with August.
Comments: From the total profit realized by industrial enterprises in September, it increased by 10. 1% year-on-year, and the growth rate dropped by 9.0 percentage points compared with that in August. It can be seen that the data are mixed, indicating that the economic recovery is not obvious and the recovery growth is relatively slow.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Cloud computing industry: China's computing industry has huge investment space and optimistic future development prospects.
Cloud computing industry: According to IDC's forecast, by 2023, the investment space of China's computing industry will reach $654.38+004.3 billion, and cloud computing services will become the main track of the industry. Domestic cloud service vendors are in the process of transforming from traditional software model to cloud service. Referring to the development path of international giants, the future development prospects are optimistic. It is recommended to pay attention to related stocks.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)