Selected financial news
Since the beginning of the year, the overall fundraising scale of equity funds has exceeded 238 billion yuan.
The turnover of live pig futures exceeded 1000 billion yuan in the first week of listing, and the market was running smoothly.
The speed of opening positions of new funds has slowed down, and many fund managers bluntly say that it is difficult to open positions.
State-owned Assets Supervision and Administration Commission: Strengthen the dominant position of enterprise innovation and further increase investment in scientific and technological innovation.
All must be removed from the shelves, and platforms such as Alipay may not sell Internet deposit products.
Pay attention to market hotspots
Market comment: The phenomenon of "28" differentiation appears, and we continue to embrace the big and beautiful, and the stock selection focuses on the high-quality leaders of various sectors.
Macro perspective: Shanghai issued the "Implementation Plan" for the reform of state-owned enterprises and implemented the "second mixed reform"
Machinery industry: the recovery momentum of manufacturing industry continues to consolidate, and China-EU agreement promotes the process of globalization.
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Key stock recommendation
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I. Selected Financial News
Since the beginning of the year, the overall fundraising scale of equity funds has exceeded 238 billion yuan.
June 5438+ 10 In the past two weeks, the overall fundraising scale of equity funds has exceeded 238 billion yuan. Since 20 10, only five times have equity funds raised more than 230 billion yuan (including 1 this year), which shows that the issuance of new funds is hot this year. With the issuance of follow-up funds, the establishment scale of new funds in June 5438+ 10 will be further pushed up. The reporter learned that major fund managers are still optimistic about consumption, science and technology, pro-cyclical and other fields as the main direction of opening positions. (China Fund)?
The turnover of live pig futures exceeded 1000 billion yuan in the first week of listing, and the market was running smoothly.
Reporter 65438+1October 17 learned from Dalian Commodity Exchange that the pig futures market has been running rationally and smoothly for a week, and industrial customers have continued to participate. According to the data of Dashang Institute, as of June 5,438+10/5, the live pig futures * * * operated for six trading days, during which the cumulative turnover was 239,000 lots (unilaterally, the same below), with a turnover of10/3.5 billion yuan. The market believes that, as a newly listed variety, the first week of live pig futures trading is moderately liquid, orderly and rational, and the price trend reflects the overall view of the market on the future live pig industry and spot market, and the overall operation in the first week is in line with market expectations. (China Securities Network)
The speed of opening positions of new funds has slowed down, and many fund managers bluntly say that it is difficult to open positions.
The change curve of fund net value shows that the speed of opening positions of new funds is slowing down, and many fund managers bluntly say that it is difficult to open positions. In the process of the rapid upward movement of the index, some fund managers are afraid of "high-level takeover", but they are afraid of missing the opportunity. Judging from the newly issued funds in the first quarter, among about 200 funds that have been, are being and will be issued soon, the number of equity funds and hybrid funds is about 170, and the trend of equity funds entering the market remains unchanged. Judging from the investment direction of the above-mentioned funds, the main line of their allocation is mainly concentrated in emerging industries, including medicine, emerging industries, consumption, science and technology, new energy vehicles and so on. (shanghai securities news)
State-owned Assets Supervision and Administration Commission: Strengthen the dominant position of enterprise innovation and further increase investment in scientific and technological innovation.
105, SASAC Party Committee held an enlarged meeting. The meeting stressed that it is necessary to promote the central enterprises to focus on high-quality development, vigorously promote quality improvement and efficiency improvement, optimize the layout structure of state-owned capital, and thoroughly implement the three-year reform of state-owned enterprises. The meeting pointed out that it is necessary to promote central enterprises to focus on accelerating breakthroughs, take the lead in exploring effective paths, strengthen the dominant position of enterprise innovation, further increase investment in scientific and technological innovation, take the initiative to undertake major national scientific and technological tasks, speed up key core technology research, bravely promote the national team of self-reliance and self-reliance in science and technology, and strengthen the docking between innovation chain and the industrial chain. (shanghai securities news)
All must be removed from the shelves, and platforms such as Alipay may not sell Internet deposit products.
The reporter learned from the regulatory authorities today that the China Banking Regulatory Commission and the People's Bank of China recently jointly issued the Notice on Regulating the Internet Personal Deposit Business of Commercial Banks. The Notice clarifies that commercial banks are not allowed to carry out fixed deposit, fixed deposit and convenient deposit business through non-self-operated network platforms, including but not limited to providing marketing promotion, product display, information transmission, purchase entrance, interest subsidy and other services through non-self-operated network platforms. This means that financial consumers can no longer purchase once-popular Internet deposit products through platforms such as Alipay, Tencent Licaitong, JD Finance and Xiaoman Finance. (shanghai securities news)
(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)
Second, the focus of market hotspots
Market comment: The phenomenon of "28" differentiation appears, and we continue to embrace the big and beautiful, and the stock selection focuses on the high-quality leaders of various sectors.
Major stock indexes continued to fluctuate and rebound on Thursday. The Shanghai Composite Index achieved six consecutive victories. At the close, the Shanghai Composite Index rose 0.7 1% to close at 3,576.2 points. The Shenzhen Component Index rose 1. 1 1% to close at 15356.4; The GEM index rose 1.52% to close at 3 162.4. The turnover between the two cities was 12 165 billion, which was moderate and heavy compared with the previous trading day. On the disk, construction machinery, cobalt industry, lithium battery, mixed reform of state-owned enterprises and other sectors were among the top gainers, while the registration system was sub-new, information security and digital currency were among the top losers. Overall, the market still maintains a structural market. There has been a serious "28" differentiation phenomenon in individual stocks in the two cities. The market continues to embrace the big and beautiful, and the phenomenon of institutional hugs continues to be staged. However, the high chips showed signs of local loosening. In operation, hot stocks are mainly low-sucking and profit on rallies. The idea of stock selection should pay more attention to the high-quality bibcock of each plate. It is suggested that the market outlook should focus on leading stocks, high market value and heavy fund positions. The sector can focus on new infrastructure, construction machinery, brokers, food and beverage, lithium batteries and so on. And it is also suggested that stocks with poor performance and high valuation should be properly vigilant and avoided. 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: Shanghai issued the "Implementation Plan" for the reform of state-owned enterprises and implemented the "second mixed reform"
Event: In order to fully implement the relevant decision-making arrangements of the CPC Central Committee and the State Council and the Three-year Action Plan for State-owned Enterprise Reform (2020-2022) and promote the implementation of the Action Plan in Shanghai, Shanghai recently studied and formulated the Implementation Plan for Implementing the Three-year Action Plan for State-owned Enterprise Reform (2020-2022) (hereinafter referred to as the "Implementation Plan").
Comments: Shanghai state-owned enterprises play an important role in the city's economic and social development. Deepening the reform of state-owned assets and promoting the development of enterprises is an inevitable choice to adhere to the dominant position of public ownership and enhance the vitality, control and influence of state-owned economy under the new situation. It is of great significance to Shanghai's reform, opening up and socialist modernization, and has a positive impact on promoting national modernization and safeguarding people's interests. In recent years, in accordance with the deployment of the CPC Central Committee and the State Council, Shanghai has made every effort to promote the reform and development of state-owned enterprises, and the competitiveness of state-owned enterprises has been significantly improved, and the strength of state-owned economy has been enhanced. Judging from the news, it is beneficial to the state-owned enterprises as a whole, especially those participating in the local mixed reform in Shanghai, and it is more worthy of attention to grasp relevant investment opportunities.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Machinery industry: the recovery momentum of manufacturing industry continues to consolidate, and China-EU agreement promotes the process of globalization.
Event: investment in fixed assets is further improved, supporting the high prosperity of construction machinery. In 2020, the growth rate of fixed assets investment increased by 2.6% year-on-year and 0.8% quarter-on-quarter. Real estate investment benefited from the completion cycle and good sales, with a year-on-year growth rate of 6.8%; Infrastructure investment has basically returned to last year's level. In June, the infrastructure investment was 5438+0- 1 1, which was 3.32% higher than that in June, which was 0.3 1 percentage point higher. Under the guidance of the goal of "six stability", it is expected that infrastructure will continue to exert its strength and become an important kinetic energy for steady growth.
Comments: China-EU comprehensive investment agreement has brought new opportunities to the machinery manufacturing industry. On February 30, 2020, 65438, the leaders of China and Europe announced the completion of the comprehensive agreement on China-EU investment negotiations as scheduled. The conclusion of China-EU comprehensive investment agreement will relax the market access of manufacturing and other industries, reduce investment barriers, promote trade liberalization and promote economic globalization. The EU will open a bigger market to China and provide a safer investment environment, which will accelerate the global economic recovery. With the improvement of the overall domestic environment, the machinery manufacturing industry will gain more market opportunities, and it is expected that related leading companies will continue to benefit.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Three. Key stock recommendation
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