Ministry of Industry and Information Technology approved the formation of two national manufacturing innovation center involving a number of listed companies
Minister of Agriculture and Rural Affairs Han Changfu: grasp the summer grain field management to speed up the recovery of pig production
Market Review
Market review: the market opened low counterattack strong red, 2900 points can be modestly reduced near the warehouse
Computer: the impact of the epidemic, the computer plate quarterly report overall performance under pressure
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Highlights
1, the Ministry of Industry and Information Technology approved the formation of two national manufacturing innovation centers involving a number of listed companies
Recently, the Ministry of Industry and Information Technology approved the formation of the National Center for High Performance Medical Devices Innovation and the National IC Characteristics of the process and packaging and testing innovation center. National high-performance medical device innovation center relying on the Shenzhen National Institute of high-performance medical devices Co., Ltd. set up, shareholders, including several industry backbone units. The National Innovation Center for Integrated Circuit Characteristics and Packaging and Testing relies on Jiangsu Huajin Semiconductor Packaging Research Center Co., Ltd. to set up, the shareholders include a number of integrated circuit sealing and materials in the field of the backbone of enterprises and research institutes.
Comment: The establishment of national innovation centers in the medical device industry and integrated circuit industry will gather resources from upstream and downstream of the industrial chain, build an enterprise-oriented innovation system combining industry, academia and research, and breakthroughs in the industry field of key **** technology, which is good for the industry. Related industry stocks have been strong in recent working days, the stock price trend also contains expectations of good, short-term participation is not recommended to chase up.
(Investment adviser? Cai Jin? Registered Investment Adviser Certificate No.: S0260611090020)
2, Minister of Agriculture and Rural Affairs Han Changfu: grasp the summer grain field management to speed up the recovery of hog production
Ministry of Agriculture and Rural Affairs news, May 5, Minister of Agriculture and Rural Affairs Han Changfu research in Hebei emphasized the need to adhere to the annual grain output of more than 1.3 trillion pounds and hog production capacity basically recovered to near-perennial The level of the two goals do not waver, grasp the summer grain field management, accelerate the recovery of hog production, and make every effort to seize the grain and the year's bumper harvest of agriculture, in order to achieve the epidemic prevention and control and economic and social development, "two hands, two do not miss" to provide support.
Comments: grain stocks and hog farming stocks this year, there is not a small increase, as an important part of the hog industry chain, animal vaccine industry is expected to benefit with the growth of hog production capacity. It is expected that the main business involved in the animal vaccine industry, the company's share price is expected to oscillate higher with the improvement of performance.
(Investment adviser? Cai Jin? Registered Investment Adviser Certificate No.: S0260611090020)
Market Review
1, the market review: the market opened low and counterattacked the strong red, 2900 points near the position can be reduced moderately
By the FTSE A50 index during the long vacation and Hong Kong's Hang Seng Index plummeted, the A-share index on Wednesday a collective small low opening, followed by technology stocks continue to The strong drive of the stock index oscillated upward. Although the overall performance of financial and real estate and other heavyweight stocks is not strong, but all kinds of theme stocks can be said to be blossoming. As of the close of business, the stock indexes closed up, Shanghai index rose 0.63%, the deep into the index rose 1.51%, the SSE 50 rose 0.07%, CSI 300 rose 0.60%, small and medium-sized plate indexes rose 1.44%, the GEM index rose 1.97%. Volume of the two markets continued to slightly enlarged, totaling 721.1 billion, 80% of the stocks closed up. Up shares 113; down shares 66, including 56 ST shares.
From the disk, the industry in the semiconductor, IT equipment and communications equipment and other sectors led the rise, in addition to tourism and consumer-related sectors after the long holiday inertia fall, only a small number of insurance, banking, real estate and other heavyweight plates to close in the green. Theme-wise, it was gallium nitride, photolithography, smart TV and chips and other sectors rose. Science and technology stocks collectively stronger, science and technology board is all closed up, **** there are 7 science and technology board stocks up.
In summary, the current A shares are still lurking in the peripheral conduction of the various risks, but after all, the market point is low, the probability of continuing to go well in the medium and long term is also large, each big retracement can produce a relatively strong take-up force. After a month or so of oscillation consolidation, the "two sessions" will be held soon apparently issued a new market upward momentum, coupled with just unloaded a quarterly report of the "shackles", so in general the recent two sessions of the subject is expected to continue to drive the market more emotions. On the operation, the short-term not chasing high, 2900 can be moderate near the position, it is recommended to firmly avoid the problem stocks, focusing on the two sessions of the theme of trading opportunities.
(Investment adviser Zeng Zilei Registered Investment Adviser Certificate No.: S0260613090015)
2, computer: the impact of the epidemic, the computer sector quarterly report of the overall performance of the pressure
Currently, CITIC computer classification of 238 listed companies have completed the 2020 quarterly report disclosure: 238 companies **** counted to achieve revenue 133.3 billion yuan, a year-on-year growth rate of -20.11%,*** counted to achieve net profit of -504 million yuan, 7.225 billion yuan in the same period last year; 222 comparable computer companies *** counted to achieve deducted net profit of -1.68 billion yuan, 3.409 billion yuan in the same period last year. Median point of view, 238 companies revenue, net profit, deducted net profit growth rate of -14.85%, -46.14%, -47.36%. Quarterly results show that the impact of the epidemic under pressure on the overall performance of the computer sector.
Comment: the impact of the epidemic, the computer plate quarterly report overall performance under pressure. However, the performance of each sub-company differentiation is obvious, which benefited from the epidemic of online office, cloud industry chain and other enterprises to perform better. We expect that the epidemic will accelerate the penetration of cloud applications and online services. With the gradual control and stabilization of the epidemic, the computer sector orders and demand is expected to recover and accelerate the computer sector throughout the year to maintain a biased optimistic attitude.
(Investment adviser Zeng Zilei Registered Investment Adviser Certificate No.: S0260613090015)