Science and technology innovation board is "two years old": the total market value has exceeded 5 trillion, and the popular hard technology is more inclusive.
From the news that science and technology innovation board was established and the registration system was piloted on October 20 1 19, to the official opening of the market on July 22, 20 19, science and technology innovation board marked its own track and pushed the A-share market to a new historical development stage. On July 22nd, 20021,the Science and Technology Innovation Board celebrated its second anniversary. As of today's close, there are 3 13 companies listed on the science and technology innovation board, with a total market value of 5 12 trillion yuan. Judging from the current investor structure in science and technology innovation board, the transaction ratio of institutional investors is gradually increasing. According to public information, in the first quarter of 200212002, institutional investors accounted for 25% of the total transactions in the science and technology innovation board market, and professional institutional investors such as Public Offering of Fund held nearly 40% of the circulating market value of listed companies in the science and technology innovation board; Overseas investors have also extensively participated in the investment in the science and technology innovation board market through Shanghai-Hong Kong Stock Connect and well-known overseas index institutions. It should be pointed out that since its establishment, the Science and Technology Innovation Board has focused on supporting new-generation information technology, high-end equipment, new materials, new energy, energy conservation and environmental protection, biomedicine and other high-tech industries and strategic emerging industries. Nowadays, with the continuous development of science and technology innovation board, the "hard technology" attribute of reporting enterprises is becoming more and more obvious. On the other hand, inclusiveness is also one of the characteristics of science and technology innovation board. Science and technology innovation board 156 days from acceptance to deliberation by Shanghai Municipal Committee, close to overseas mature markets. In addition, (science and technology innovation board) allows qualified unprofitable enterprises to go public for financing, and allows red-chip enterprises with special equity structure to go public, which meets the financing needs of different types of science and technology enterprises.
The opinions on promoting high-quality development in the central region in the new era were officially released.
The State Council's "Opinions of the Central Committee on Promoting High-quality Development in the Central Region in the New Era" was released on the 22nd, proposing to focus on building a modern industrial system supported by advanced manufacturing industries, enhancing the coordination of urban and rural regional development, building a beautiful central region with green development, promoting high-level inland opening, improving the level of basic public services, reforming and improving the system and mechanism, accelerating the rise of the central region, and making greater contributions in the new journey of building a socialist modern country in an all-round way.
Vigorously develop grain production, support Henan and other major producing areas to build grain production core areas, ensure the stability of grain planting area and output, and consolidate and enhance the status of national grain production bases. Make the advanced manufacturing industry bigger and stronger. Build industrial bases such as intelligent manufacturing, new materials, new energy vehicles and electronic information. Create an industrial cluster (base) service platform integrating R&D, inspection and testing, achievement promotion and other functions.
Central and the State Council: China (Wuhan) Optical Valley and China (Hefei) Sound Valley will be built along the river.
The Central Committee and the State Council issued opinions on promoting high-quality development in the central region in the new era. The opinion pointed out that the development of industrial clusters (bases) in the central region should be guided as a whole, and China (Wuhan) Optical Valley and China (Hefei) Sound Valley should be built along the Yangtze River, Zhengzhou electronic information and Changsha-Zhuzhou-Xiangtan equipment manufacturing industrial cluster should be built on the Beijing-Guangzhou line, Nanchang and Ji 'an electronic information industrial clusters should be built on the Beijing-Kowloon line, and Taiyuan new materials should be built on the exhibition line.
Ministry of Commerce: We will reserve a number of new policies to expand domestic demand and promote consumption.
Zhu, director of the Department of Market Operation and Consumption Promotion of the Ministry of Commerce, said at the press conference held by the State Council Office on July 22 that the Ministry of Commerce will further improve the policies and measures to promote consumption and reserve a number of new policies to expand domestic demand and promote consumption. Six measures will be taken to promote consumption. First, further improve policies and measures to promote consumption. The second is to improve the function of urban consumer services. The third is to increase the development of rural markets. The fourth is to expand the growth space of traditional consumption. Stabilize large-scale consumption of automobiles, household appliances and homes. To promote a faster and better recovery of the catering market. The fifth is to accelerate the development of new consumption. The sixth is to create a strong consumption atmosphere.
Ministry of Commerce: Closely follow and monitor the trend of commodity prices and build a stable foreign trade channel for commodities.
Li Xinggan, director of the Foreign Trade Department of the Ministry of Commerce, said that in the aspect of rising raw material prices, the international transmission of prices is the main reason, and the rapid increase of domestic and foreign demand has further aggravated the price rising momentum, which has brought great pressure to both production enterprises and foreign trade enterprises. Closely follow and monitor the trend of commodity prices with local departments, promote import diversification, and build a stable foreign trade channel for bulk commodities. The prices of some commodities have fallen. ? (Investment consultant: Lin, practice certificateNo.: S02606 15 100004)
Second, the focus of market hotspots
Market comment: The three major indexes of A shares are mixed, and individual stocks remain active. It is suggested to pay attention to the high growth target of the economy.
On Thursday, the major stock indexes fluctuated and differentiated, and the indexes were mixed. At the close, the Shanghai Composite Index rose 0.34% to 3,574.73 points. The Shenzhen Component Index rose 0.33% to close at 15262. 19. The GEM index fell 0.44% to 3,544.44 points. Disk observation, components, semiconductors, nonferrous metals, steel and other sectors were among the top gainers, while wine, medicine, aviation, hotel catering and other sectors were among the top losers. The overall market sector speculation differentiation is obvious, showing two days of ice and fire. Considering that the recent policy tone is relatively warm, it is expected that the market will continue to fluctuate mainly, and the operation suggestions are not radical. We can arrange reasonable and flexible band participation on dips, focusing on new energy, nonferrous metals, chemicals, photovoltaics 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: the construction of Pudong's "pioneer zone" has been fully launched, and these six major action plans will be launched soon.
Event: In order to promote the construction of the pioneer area of socialist modernization, Pudong New Area will launch six major action plans, including the global operator plan and the global institutional investor gathering plan.
Source: CBN
Comments: Released at this press conference, the curtain of building a pioneering zone of socialist modernization in Pudong has been fully opened. In focusing on core functions, we should strive to build a big platform, build a big channel, and do a good job of strengthening and optimizing core functions. Six action plans will be launched to lead this function. Judging from the news, the overall situation is positive. It is suggested that we should pay moderate and active attention to the concept stocks of PUFA in the short term.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Electronics industry: The peak season of consumer electronics is coming in the third quarter, focusing on Apple's industrial chain.
Event: Industry key news: Huawei P50 official announcement, officially released on July 29th; With the arrival of the peak season of consumer electronics, Huawei and Glory will release new machines one after another, and the prosperity of the electronics industry will obviously recover.
Source: Caixin Securities
Comments: The outbreak of overseas epidemic has increased the uncertainty of mobile phone demand, and the shipments in overseas markets have declined slightly. In the domestic market, Huawei's share of high-end mobile phones has not been fully obtained by other manufacturers, and the demand for domestic high-end mobile phones has been delayed. According to the analysis, the current valuation of the consumer electronics industry is relatively cheap, TSMC has started stocking A 15 chips for Apple, and iPhone 13 is expected to be released as scheduled. Domestic substitution in the field of science and technology and gradual penetration of 5G applications are bound to bring many new opportunities, so it is recommended to pay attention to relevant investment opportunities.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Third, the new share subscription tips
The subscription code of Fudan Microelectronics is 787385, and the subscription price is 6.23 yuan.
Four. Key stock recommendation
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