The three major indexes rose collectively in the afternoon today, the Shanghai index returned to 3300 points, and the ChiNext index performed even stronger. At present, the weekly line of the Shanghai Stock Exchange has been three consecutive positives. On the disk, the new energy track is on the rise, lithium batteries, UHV, wind power and other branches are collectively rising, food and beverage, home appliances, automobiles and other large consumer sectors are active, yesterday’s strong education, Metaverse and other sectors lead the decline today. Overall, individual stocks in the two cities rose and fell by half, and foreign capital rushed to raise nearly 10 billion throughout the day.
Recently, the Chinese and US stock markets have diverged, and US stocks have fallen one after another, but A-shares have been out of independent market many times. CICC said that there are three supporting factors for A shares to continue to rise. Including the better-than-expected economic data, the improvement of the epidemic situation and the optimization and adjustment of epidemic prevention policies, and the outstanding valuation advantages of A-shares.
Specifically, with the rise of the new energy track, lithium batteries, UHV, wind power and other branches collectively rose, and the CATL closed up nearly 6%. Many stocks such as Jiangte Electric, Daikin Heavy Industries, and Mustang Battery reached their daily limit.
Large consumer sectors such as food and beverages and home appliances were active. Among liquor stocks, Kweichow Moutai rose 4%, and Laobaiganjiu, Shunxin Agriculture, and Shuijingfang were among the top gainers. In the home appliance sector, Chunlan shares rose by the daily limit, and stocks such as Bear Electric and Martian led the gains. On the news, the five departments issued a document to encourage green and smart home appliances to go to the countryside and trade-in actions in places where conditions permit.
Brokerage stocks rose in the afternoon, Hongta Securities rose by the daily limit, and stocks such as CITIC Construction Investment and Shanxi Securities rose.Everbright SecuritiesToday’s intraday trading was close to the limit, and as of the close, it fell more than 7%.
Hong Kong stocks todayNew Oriental OnlineOnce plunged 20%, A-share education stocks fell collectively, and stocks such as Action Education, Chuanzhi Education, and Kaiwen Education fell one after another.
From the perspective of individual stocks, the two cities rose 2327, fell 2224, and 179 rose unchanged. A total of 74 stocks in the two cities rose by the daily limit, and a total of 4 stocks fell by the limit.
As of the close, the Shanghai Composite Index rose 0.96% to 3316.79 points, with a turnover of 497.3 billion yuan; the Shenzhen Component Index rose 1.48% to 12331.14 points, with a turnover of 596 billion yuan. The ChiNext Index rose 2.77% to 2,657.21 points.
capital trends
Northbound funds bought a net 9.167 billion throughout the day. Judging from the trend of the main funds, today’s main funds are focused on rushing to raise liquor, batteries, energy metals, etc., and the top stocks with the main net inflows include Jiangte Electric, Kweichow Moutai, Wuliangye and other stocks.
Highlights Review
1. my country’s third aircraft carrier was launched and named “Fujian Ship”
The launching ceremony of my country’s third aircraft carrier was held on the morning of the 17th at the Jiangnan Shipyard of China State Shipbuilding Corporation. Approved by the Central Military Commission, my country’s third aircraft carrier was named “Fujian Ship of the Chinese People’s Liberation Army Navy”, with the hull number “18”. The Fujian ship is the first catapult-type aircraft carrier designed and built by my country completely. After the ship is launched, mooring tests and sailing tests will be carried out as planned.
2. Ministry of Water Resources: Strive for the completion of the national water conservancy construction investment to reach 1 trillion yuan this year
On June 17, Wei Shanzhong, Vice Minister of the Ministry of Water Resources, said at a press conference that there is a huge demand for investment in comprehensively strengthening the construction of water conservancy infrastructure. While increasing government investment, more reform methods must be used to solve the problem of construction funds. As far as this year is concerned, the national water conservancy construction investment will exceed 800 billion yuan, and strive to reach 1 trillion yuan. It is urgent to implement the requirements of “strengthening both hands”, give full play to the role of market mechanisms, make more use of financial credit funds and attract social capital to participate. Water conservancy construction, raise construction funds through multiple channels to meet the capital needs of large-scale water conservancy construction.
3. The tens of billions of private equity bigwigs have increased their positions and are doing “high-low switching”
The reporter learned from the channel that a well-known private equity fund manager with a management scale of more than 10 billion yuan in Shanghai recently increased the position of the product that has completed the safe deposit to about 70%, while the previous position of this product had dropped to less than 50%. Regarding the position adjustment of the portfolio, the fund manager admitted that he made structural adjustments in the process of position recovery, sold some rising sectors, bought excellent companies that fit his own circle of competence, and made some high-low switching as a whole. Look for structural opportunities. The fund manager said that in the future, he will pay more attention to three major directions: first, continuous consumption varieties that benefit from inflation; second, opportunities brought by new applications of the Internet, new energy and traditional energy revaluation; third, specialization and new , Import substitution-related sub-sectors, such as fine chemicals, pharmaceutical manufacturing, etc.
4. Five departments: Encourage qualified places to carry out green smart home appliances to the countryside and trade-in actions
Five departments including the Ministry of Industry and Information Technology issued the “Guiding Opinions on Promoting the High-Quality Development of Light Industry”, proposing to accelerate the improvement of energy efficiency standards for end-use energy-consuming products such as household appliances and lighting products, and to promote energy-saving air conditioners, refrigerators, water heaters, high-efficiency lighting products, and energy-saving products. Consumption of green energy-saving light industrial products such as degradable material products and low VOCs inks. Guide enterprises to enhance the supply capacity of green products and services through green design of industrial products and other means. Improve the government’s green procurement policy and increase the procurement of green and low-carbon products. Encourage places where conditions permit to carry out green smart home appliances to the countryside and trade-in actions.
5. State-owned Assets Supervision and Administration Commission: Adjust and optimize the layout and structure of the state-owned economy to accelerate the construction of a world-class enterprise with global competitiveness
Weng Jieming, deputy director of the State-owned Assets Supervision and Administration Commission, said at a press conference on the theme of “This Decade of China” on the 17th that in the next step, we will adhere to and strengthen the party’s overall leadership over state-owned enterprises, further promote the reform of state-owned enterprises in depth, and adjust and optimize the layout of the state-owned economy. structure, constantly improve the market-oriented mechanism, fully stimulate the vitality and efficiency of enterprises, accelerate the construction of world-class enterprises with global competitiveness, and give better play to the leading role and strategic supporting role of the state-owned economy.
market outlook
1. CICC said that there are three supporting factors for A-shares to continue to rise
CICCIt is believed that there are three major factors for A shares to go out of the independent market. First, due to the continuous efforts of the “steady growth” policy and the resumption of production and work after the improvement of the epidemic situation, China’s economic data in May was overall better than market expectations. Driven by the manufacturing industry, the growth rate of industrial added value turned positive, infrastructure investment achieved a rapid growth of 7.9% in a single month, and exports far exceeded expectations. Second, although the demand side such as consumption and credit are still dragged down by the epidemic, with the improvement of the epidemic and the optimization and adjustment of epidemic prevention policies, the economy may gradually stabilize in the future, supporting the performance of China’s stock assets. Third, the liquidity cycle is rising, and the credit pulse shows that stocks still have room to rise. After the adjustment of domestic stocks in the past year, the risk premium suggests that the valuation advantage is outstanding.
2. Tianfeng Securities: It is expected that the market rebound will not happen overnight
At present, the pressure of economic growth is still inhibiting the market. After the oversold rebound, it still faces a series of fundamental challenges. Judging from the disk on Thursday, the recent active market bellwether brokerage stocks fell sharply, which is worth noting. It is expected that the market rebound will not happen overnight, and there is still the possibility of repeated or even retracement. In operation, investors are advised to participate in oversold photovoltaic, new energy vehicles, semiconductors and other track stocks and the military sector with high industry prosperity.
3. Zhongyuan Securities: RMB assets and A-share market become better safe havens
The volatility of the external market has increased, and RMB assets and the A-share market have become better safe havens. In the future, the overall stock index is expected to continue to fluctuate upwards. At the same time, it is still necessary to pay close attention to changes in policies, funds and external factors. We recommend investors to pay attention to investment opportunities in semiconductor, automobile, new energy and Internet service industries in the short-term, and continue to pay attention to investment opportunities in low-valued blue-chip stocks in the middle.
This article is edited from “Tencent Selected Stocks”; Zhitong Finance Editor: Xu Wenqiang.
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