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A-shares dived after opening higher today, and continued to fluctuate weakly in the afternoon. As of the close, the three major indexes collectively closed down. On the disk, India banned the export of wheat, agricultural stocks set a limit-up trend, mortgage interest rates were cut, and real estate stocks took advantage of the trend. The concept of fenugreek is popular, and cyclical resources stocks and civil aviation airport sectors are active. The banking sector and the big consumer sector fell today, and early popular topics such as new crown drugs and new crown testing were adjusted back. Overall, individual stocks in the two cities rose and fell by half, and northbound funds fled 7 billion throughout the day.
Specifically, the General Administration of Foreign Trade of India issued an announcement on the 13th to implement a temporary ban on Indian wheat exports. Today, the A-share agricultural sector broke out, and stocks such as Fengle Seed Industry (000713.SZ), Shenliang Holdings (000019.SZ), and Guangdong Feed (001313.SZ) rose by the limit.
The central bank and the China Banking and Insurance Regulatory Commission issued a notice that the lower limit of the first home loan interest rate was adjusted to not less than the corresponding period LPR minus 20 basis points. Today’s real estate stocks are active, with Dima, Jingneng Real Estate and other stocks hitting the daily limit. In addition, it is reported thatCountry GardenLonghu,Midea Real EstateBonds will be issued this week and protection tools will be activated.
Today, cyclical resource stocks such as coal, chemicals, and petrochemicals are active. Shanghai Energy has a daily limit, and stocks such as Lanhua Science and Technology Co., Ltd. and Pingmei Co., Ltd. are among the top gainers.
New crown medicine, new crown detection and other popular topics in the early stage were adjusted, Aoxiang Pharmaceutical fell to the limit, China Resources Shuanghe approached the limit, and Kun Pharmaceutical Group, Shuangcheng Pharmaceutical, Lanwei Medical and other stocks fell.
The concept of “Qianjin fernin” was born, and Dali Pharmaceutical, Qianjin Pharmaceutical, Fangsheng Pharmaceutical, North China Pharmaceutical, Buchang Pharmaceutical, etc. all rose by the daily limit for two consecutive trading days. However, Dali Pharmaceutical and Qianjin Pharmaceutical both stated that the company does not have Qianjintan-related products.
In terms of individual stocks in focus, “Yomao” Tongce Medical once approached the daily limit. The company plans to transfer 78.7953 million shares of Heren Technology in cash, with a total transaction value of 769 million yuan.
From the perspective of individual stocks, the two cities rose 2136, fell 2345, and 234 rose unchanged. A total of 113 stocks in the two cities rose by the daily limit, and a total of 24 stocks fell by the limit.
As of the close, the Shanghai Composite Index fell 0.34% to 3073.75 points, with a turnover of 349 billion yuan; the Shenzhen Component Index fell 0.60% to 11093.37 points, with a turnover of 434.6 billion yuan. The ChiNext Index fell 1.14 percent to 2,331.23 points.
The net outflow of northbound funds was 7.8 billion throughout the day. Judging from the trend of the main funds, today’s main funds will focus on coal, planting, aquaculture, etc., and the top stocks with the main net inflows include Hubei Radio and Television, Hikvision, Sungrow and other stocks.
1. Shanghai: The next step of prevention and control is divided into three stages. From June 1 to the middle and late days, the normal production and living order will be fully restored.
At the press conference on Shanghai’s epidemic prevention and control work held this morning (May 16), Zong Ming, vice mayor of Shanghai, said that with the implementation of various prevention and control measures, and comprehensive expert analysis and analysis, Shanghai has made it clear that The next step of prevention and control work is divided into “three stages”. The first stage: the stage of consolidating the achievements of the “Ten Actions” for clearing and tackling the fortifications. The second stage: the transition stage to normalized prevention and control. The third stage: the stage of fully restoring the normal production and living order of the whole city. From June 1 to mid-late June, under the premise of strictly preventing the rebound of the epidemic and controllable risks, the normalized management of epidemic prevention and control will be fully implemented, and the normal production and living order in Shanghai will be fully restored.
2. Bureau of Statistics: From January to April, the added value of industries above designated size increased by 4.0%
Statistics from the Bureau of Statistics show that from January to April, the added value of industrial enterprises above designated size increased by 4.0% year-on-year in real terms. In April, the added value of industrial enterprises above designated size fell by 2.9% year-on-year. From a month-on-month perspective, in April, the added value of industrial enterprises above designated size decreased by 7.08% from the previous month.
3. Bureau of Statistics: The gradual release of advanced coal production capacity will help curb the rise in energy prices
Fu Linghui, a spokesman for the Bureau of Statistics, said that my country’s oil and natural gas mining ratio is relatively high, and the price of international energy products will rise, which will increase import costs to a certain extent, bring imported effects to some industries, and increase cost-driven prices. upward pressure. However, my country’s main energy source is coal, and my country’s coal reserves are relatively abundant and its production capacity is relatively strong. With the gradual release of advanced coal production capacity, it will help curb the rise in energy prices. In April, my country’s coal production increased by 10.7% year-on-year.
4. Bureau of Statistics: Faced with the downward pressure on the economy, relevant parties are speeding up the planning of incremental policy tools
Fu Linghui, a spokesman for the National Bureau of Statistics, said that in the face of the downward pressure on the economy, relevant parties are stepping up plans for incremental policy tools and intensifying camera control efforts, which will further stabilize the macroeconomic market. In general, the disturbance of the epidemic will not change the trend of the stable operation of my country’s economy, nor will it change the characteristics of my country’s economy with sufficient resilience, great potential, and wide space. With the support of various policies, the national economy will recover faster and achieve stabilization and recovery.
5. State Post Bureau: From January to April, the total business income of the postal industry reached 421.97 billion yuan, a year-on-year increase of 6.3%
According to the State Post Bureau’s news on May 16, from January to April, the postal industry business revenue (excluding the direct operating income of the Postal Savings Bank) accumulated 421.97 billion yuan, a year-on-year increase of 6.3%; the total business volume reached 434.45 billion yuan, a year-on-year increase. 6.0%. From January to April, the total business volume of express service enterprises nationwide completed 31.71 billion pieces, a year-on-year increase of 4.2%; the business income totaled 313.33 billion yuan, a year-on-year increase of 2.3%.
1、CITIC Securities: It is expected that A shares will officially start a mid-term repair market that lasts for several months
The game behavior of domestic investors against the Fed’s current round of interest rate hikes has also been completed in April, and it has weakened significantly after May. Overall, market confidence has begun to gradually recover. It is expected that A-shares will officially start a mid-term repair market that lasts for several months. It is recommended to firmly deploy the four main lines of modern infrastructure, real estate, resumption of work and production, and consumption repair.
2. Chen Guo from CITIC Construction Investment: The most difficult time has passed, and the road ahead is still challenging
The most difficult time has passed, and the recent rebound of A shares has been obvious, independent of the strength of US stocks. However, it still faces the pressure of weakening domestic credit and bottoming out fundamentals, and is generally in a “U-shaped bottom”.It is recommended to make arrangements for post-pandemic recovery and steady growthChangheThe direction of the high-boom science and technology board, focusing on: military industry, infrastructure, real estate, automobiles, food, coal, building materials, etc.
3、CICC: The market already has mid-line value
CICC believes that the current A-share market policies, valuations, funds, behaviors and other indicators all show some characteristics that are at the bottom, and the market already has mid-line value. In the future, we will focus on fundamentals repaired under the background of the gradual implementation of domestic growth stabilization policies. Condition. There is still some uncertainty in the market in the short term. This week’s lower-than-expected social financing may partly reflect the current weak demand. “Stable growth” will continue to face challenges such as real estate, the epidemic, and the overseas environment. We suggest to continue to wait patiently to be more active. catalytic factor.
This article is edited from “Tencent Selected Stocks”; Zhitong Finance Editor: Liu Jiayin.
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