Main recommendations
Statistics Bureau: The added value of industrial enterprises above designated size increased by 5.6% in August.
Wang Zhijun, Vice Minister of the Ministry of Industry and Information Technology: Accelerate the deep integration of artificial intelligence and the real economy
Market review
Market comment: Shanghai Composite Index and Chuangzhi are three consecutive years, and the structural market will continue, and the operation is cautiously optimistic.
Macro-view: Thanks to the 14th Five-Year Plan, photovoltaic stocks ushered in another surge.
Non-ferrous cobalt industry: the demand gap may exceed 10,000 tons! The price of important raw materials for lithium batteries has risen.
Futures information
Metal energy: gold 420.76, up 0.22%; Copper 52200, up 0.19%; Rebar 3593, down1.88%; Rubber 12340, up by 0.69%; The PVC index was 6555, down by 0.23%; Zheng Chun 2083, up 3.37%; Shanghai Aluminum 14405, up by 0.95%; Shanghai Nickel 1 18770, up by 0.83%; Iron ore was 823.5, down1.79%; Coke 1974.0, down 0.38%; Coking coal 1254.0, down 0.36%; Brent oil 42. 18, up 2.03%; Glass 1642, down 3.41%; Soda 168 1, down 4.7 1%.
Agricultural products: soybean oil 6926, up 0.79%; Corn 24 13, down 0.66%; Palm oil 6058, up1.51%; Zheng Mian 12845, up1.66%; Zhengmai 2606, down 0.11%; White sugar 5222, up 0.58%; Apple 7334, down 0.93%; Jujube 9990, down 0.20%;
Exchange rate: EUR/USD 1. 18, down 0.14%; USD/RMB 6.78, down 0.41%; USD/HK$ 7.75, flat.
Second, the key recommendation
1. Statistics Bureau: The added value of industrial enterprises above designated size increased by 5.6% in August.
Event: In August, the added value of industrial enterprises above designated size increased by 5.6% year-on-year, and the growth rate was 0.8 percentage points faster than that in July; The chain increased by 1.02%. From June to August, the added value of industrial enterprises above designated size increased by 0.4% year-on-year, and the growth rate turned from negative to positive.
Comments: In August, the industrial added value further rebounded to a new high after the epidemic, and in June-August, the industrial added value also turned from negative to positive, indicating that the economic recovery speed was accelerated. The basic orientation will support the market performance, but considering that the economic improvement will lead to the decline of policy power and the convergence of liquidity, it is expected that the market will continue to show structural deductive characteristics.
(investment consultant Zhong Yanling registered investment consultant certificate number: S02606 13020024)
2. Wang Zhijun, Vice Minister of the Ministry of Industry and Information Technology: Accelerate the deep integration of artificial intelligence and the real economy
Event: 2020 Online China International Intelligent Industry Expo 15 opened in Chongqing. Wang Zhijun, Vice Minister of Industry and Information Technology, attended the opening ceremony and delivered a speech. He emphasized that accelerating the deep integration of artificial intelligence and the real economy is an important path for industrial optimization and upgrading and enhancing human welfare. Open cooperation is still the only way and global consensus. Encourage domestic and foreign enterprises and scientific research institutions to strengthen docking, extensively carry out technical exchanges and cooperation, complement each other's advantages, and jointly promote the research and development of basic common technologies of artificial intelligence.
Comments: As the key driving force of the new round of global technological and industrial changes, artificial intelligence will reconstruct all aspects of economic activities such as production, distribution, exchange and consumption. At present, China has certain advantages in the field of artificial intelligence. With the deep integration of artificial intelligence and industry, artificial intelligence has entered a large-scale commercial period. It is expected that the industrial scale will show a high-speed growth trend, and relevant stocks deserve continuous attention.
(investment consultant Zhong Yanling registered investment consultant certificate number: S02606 13020024)
Third, the market review
Market comment: Shanghai Composite Index and Chuangzhi are three consecutive years, and the structural market will continue, and the operation is cautiously optimistic.
Major stock indexes continued to fluctuate and rebounded slightly on Tuesday. At the close, the Shanghai Composite Index rose 0.5 1% to 3,295.68 points. The Shenzhen Component Index rose 0.93% to close at 13 143.46. The GEM index rose 0.88% to close at 2595. 15. The Shanghai Composite Index and the K-line of Chuangzhiri show a small three consecutive years. Market turnover shrank slightly, with a total turnover of 725.5 billion yuan in the two cities. On the same day, the net purchase of northbound funds was 33.21100 million yuan. On the disk, tourism, airport shipping, hotel catering, food, etc. Among the top gainers, agricultural services, mining services and logistics were among the top losers. Sector stocks differentiate and speculate. At present, with the gradual economic recovery and domestic economic transformation, it is expected that the market will continue the structural market, and the operational suggestions are mainly to control the position and participate in the rhythm. This sector can focus on: domestic software, nonferrous metals, financial real estate, chemical industry and so on. 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-view: Thanks to the 14th Five-Year Plan, photovoltaic stocks ushered in another surge.
Event: Thanks to the 14th Five-Year Plan, photovoltaic stocks ushered in another surge. Why does the stock of photovoltaic companies continue to rise? According to the market view, the main reason for the increase is that the new energy planning target will be raised in the 14 th Five-Year Plan, which has played a catalytic role in the market.
Comments: On April 9 this year, the National Energy Administration issued the Notice on Making the Tenth Five-Year Plan for Renewable Energy Development. According to the plan of Energy Bureau, the report of the 14th Five-Year Plan for renewable energy development will be completed by the end of September, and the 14th Five-Year Plan for renewable energy development (draft for comment) 165438+ will be completed by the end of June. It can be seen that the policy support for photovoltaics has been significantly accelerated and increased, and relevant leading companies are expected to benefit, so it is recommended to pay due attention.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Non-ferrous cobalt industry: the demand gap may exceed 10,000 tons! The price of important raw materials for lithium batteries has risen.
Recently, the domestic cobalt quotation rebounded, the domestic cobalt market picked up, and the international cobalt price rose slightly. The consumption fields of cobalt mainly include batteries, superalloys, cemented carbides, catalysts, magnetic materials, colored glaze materials, desiccants, binders and other dielectric materials. In the demand structure of cobalt, battery materials account for as much as 54%; Among them, power battery accounts for 12%, and 3C battery accounts for 42%. Relevant leading companies deserve attention.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)