Today (Nov. 24) Shanghai and Shenzhen markets opened high, the Shanghai index is the opening of the recovery of 3100 points, followed by the three stock indexes quickly rushed high, but the strength of the attack is weak, the index has diving back down, and in the gradual oscillation in the green; the afternoon indexes continue to be weak, the pattern of oscillation and finishing at a glance.
As of the end of the day in Shanghai and Shenzhen stock markets, the Shanghai index fell 0.25%, at 3089.31 points; SZCI index fell 0.15%, at 10956.68 points; GEM index fell 0.21%, at 2335.52 points.
From the disk, light index heavy individual stocks, the recent popular in the word face retracement, while the old and new energy to do more, the pharmaceutical industry chain standard tail plate outbreaks, industry and concept plate up more than a few, the local money-making effect still exists. Industry, batteries, traditional Chinese medicine, precious metals, real estate development, pharmaceutical business, electric motors, extractive, real estate services, chemical raw materials and other plates outstanding performance; theme stocks, sodium-ion batteries, hair medical, solid-state batteries, new crown drugs, in vitro diagnostics, the new crown detection, blade batteries, energy storage and other plates rose ahead.
Funding, the People's Bank of China announced on November 24, in order to maintain a reasonable abundance of liquidity in the banking system, on November 24, the People's Bank of China carried out 8 billion yuan of 7-day reverse repurchase operation by interest rate bidding, and the winning rate was 2.00%. Due to the expiration of 132 billion yuan of reverse repurchase today, the PBOC today's open market realized a net withdrawal of 124 billion yuan.
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News
1, according to the Chinese government network news, the State Council issued an approval, agreed in Langfang City, Cangzhou City, Yuncheng City, Baotou City, Anshan City, Yanji City, Tongjiang City, Bengbu City, Nanping City, Ningde City, Pingxiang City, Xinyu City, Yichun City, Ji'an City, Zaozhuang City, Jining City, Tai'an City, Dezhou City, Liaocheng City, Binzhou City, Heze City, Jiaozuo City, Xuchang City, Hengyang City, Zhuzhou City, Liuzhou City, Hezhou City, Yibin City, Dazhou City, Tongren City, Dali Bai Autonomous Prefecture, Lhasa City, Ili Kazakh Autonomous Prefecture and other 33 cities and regions to set up cross-border e-commerce integrated pilot zones, the name of the Chinese (city or region name) cross-border e-commerce integrated pilot zones, the specific implementation of the program by the provincial people's government at the location of the respective responsible for the issuance.
2, according to China News Network News, in the Ministry of Commerce on the 24th held a regular press conference, the Ministry of Commerce spokesman Shu Jue Ting said that in recent years, China's utilization of foreign capital scale of steady growth, attracting capital structure continues to optimize. Many multinational corporations are optimistic about the potential of China's huge market, complete industrial system, complete infrastructure and stable social environment, and continue to increase investment in China, a number of manufacturing foreign investment projects to speed up the construction.
3, according to the securities times, the Shanghai Municipal Development and Reform Commission, Shanghai Municipal Bureau of Finance issued the "Shanghai renewable energy and new energy development special funds to support the approach", the scope of support, including offshore wind power, conventional photovoltaic projects, photovoltaic building integration projects and the municipal government to determine the support of other renewable energy projects. Conventional photovoltaic projects invested by enterprises, according to the actual amount of electricity generated or the amount of electricity connected to the Internet to the main body of the project investment to give kWh incentives. Distributed photovoltaic projects implementing non-residential tariffs will be rewarded with feed-in tariffs, while other conventional photovoltaic projects will be rewarded with power generation. For enterprise investment in photovoltaic building integration projects, according to the actual amount of power generated by the project investment subject to give kWh incentives, incentive period of 5 years.
4, according to the Ministry of Industry and Information Technology Operation Monitoring and Coordination Bureau released 1-10 months of the software industry economic operation, the software business income growth rate rose slightly. 1-10 months, China's software business income of 8,421.4 billion yuan, an increase of 10.0% year-on-year growth rate of the first three quarters of the first three quarters increased by 0.2 percentage points. Total profit growth accelerated. 1-10 months, the software industry total profit of 10047 billion yuan, up 4.5% year-on-year, the growth rate of 1.8 percentage points higher than the first three quarters.
Institutional views
For the current market, Shenwan Hongyuan pointed out that the Shanghai and Shenzhen markets short-term finishing, in the oscillation of the bottoming process, although the rhythm of the run is weak, but it is difficult to form a systematic fall, and short-term consolidation of the choice to once again the possibility of upward movement; the operation of prudent, but do not have to be pessimistic; focus on event-driven real estate, Finance-related blue chips, and new energy, new materials-related plates.
In addition, Everbright Securities pointed out that the track stock is the most concentrated direction of investors' positions since this year, so the track stock rebound, individual stock performance is much better looking. But at the moment, no matter which style, in the context of limited risk appetite repair, the sustainability of the rise is not very good.
We have recently been emphasizing that in the oscillating saw market, we must pay attention to step on the rhythm of the defensive counterattack, in other words, to do a good job of ambush, the reason is also based on the current rebound continuity of the limited environment. The index continues to see-saw, it is recommended that more in the index back to the time to step on the rhythm.
The agency further analyzed that the track stock wide range of opportunities is relatively limited, which is determined by the current market volume and style factors. In the medium term, looking for the direction of policy preference enhancement, you can pay attention to the direction of agriculture, power, state-owned enterprise reform.
Central Plains Securities said that the future stock index is generally expected to maintain a pattern of oscillation, while still need to pay close attention to the policy side, the capital side and the changing situation of external factors. We recommend that investors maintain a position of 60%, short-term attention to engineering and construction, new energy and power equipment and other industry investment opportunities.
Outlook, the first securities mentioned, the current macro fundamentals are in a gradual repair and consolidation stage, economic provinces and other key areas of the economy is accelerating the stabilization of the development of the market environment is expected to further improve with the real estate boost policy and other continuous optimization. However, in the short term, the market repair and incremental capital shortage of contradictions still exist, shock repair under the plate rotation and hotspot alternation is more likely to pay attention to the fund issue dynamics and market capital flow.