Netease Finance, June 22, the three major A-share stock indexes opened collectively today. After the opening, the index diverged. The ChiNext index fell 1.5%, then bottomed out and rebounded. The Shanghai Composite Index continued to fluctuate upward after the opening. The GEM index rose and turned red in the afternoon, the Shanghai Composite Index fell slightly and the gains narrowed, the Shenzhen Component Index dived once to turn green, and the northbound capital turned into a net outflow. The Shanghai Composite Index rose 0.44%, the Shenzhen Component Index rose 0.02%, and the ChiNext Index rose 0.12%.
On the board, the military industry stocks moved up in the afternoon, and Chenxi Airlines had two consecutive boards, and Jianglong Boats, Chunxing Precision, and others collectively rushed higher. Beverage stocks continued to rise. Manor Ranch and Chengde Lulu had their daily limit before, Jiahe Food once touched the board, Xianle Health, Bailong Chuangyuan, etc. followed up. The new energy vehicle sector rose sharply in the afternoon, JAC’s daily limit, GAC, Foton, SAIC, BAIC Blue Valley, etc. followed up. The concept of Hongmeng weakened in the afternoon, and Tuowei Information fell more than 5%. Rare earth permanent magnets have moved up, Minmetals Rare Earth and Dongfang Zirconium have their daily limit. The change in the concept of carbon neutrality increased. Baichuan Changyin rose by more than 15%, and Changyuan Power, China Southern Power, Fujian Jinsen, and Tian followed the rise.
The Development and Reform Commission issued the central budget for investment, focusing on supporting the construction of major projects in the Xiong’an New District
According to news from the Development and Reform Commission on June 22, the National Development and Reform Commission recently issued the Beijing-Tianjin-Hebei coordinated development project with an investment of 1.7 billion yuan in the first batch of the central budget in 2021. It will focus on supporting and serving Beijing’s non-capital functions. The key support will help improve Xiong’an. The new district can undertake the construction of water source supporting projects for reclaimed water plants and water supply plants, as well as the construction of municipal roads that will help realize the rapid access to areas such as the high-speed railway station and start-up area of the Xiong’an New District.
4 ministries and commissions including the Ministry of Commerce announced the list of new coronavirus vaccine products available for export
The Ministry of Commerce, the Ministry of Industry and Information Technology, the Health Commission, and the Food and Drug Administration announced the list of new coronavirus vaccine products available for export. The holders of the marketing authorization include Beijing Institute of Biological Products Co., Ltd. and Beijing Kexing Zhongwei Bio Technology Co., Ltd., Cansino Biological Co., Ltd., Wuhan Institute of Biological Products Co., Ltd.
The unpopular sector broke out in an instant, and institutions are optimistic about the industry’s prosperity
Recently, many institutions are optimistic about the future trend of the seed industry sector. Judging from the performance of the secondary market, the overall trend of the seed industry sector has been sluggish this year. As of the close of trading on June 21, the seed industry concept stocks fell by an average of 22.28% during the year, underperforming the Shanghai Index during the same period. Five stocks, including Dabeinong, Fengle Seed Industry, Shennong Technology, Wanxiang Denong, and Denghai Seed Industry, have fallen more than 30%. According to industry insiders, the time is ripe for my country to implement a substantive derived variety system, and the conditions are ready, which will help encourage original innovation in breeding, expand the genetic basis of germplasm, accelerate the orderly transformation of intellectual property rights, and promote the development of modern seed industry. At present, the high and low stocks in the two cities have switched significantly, and the stocks with deeper declines have shown signs of rebounding. Seed industry stocks have continued to rise in the industry prosperity, and there is room for supplementary gains.
Shanghai: Strive to achieve annual tourism revenue of more than 700 billion yuan by 2025
The official website of the Shanghai Municipal Government released the “Plan for Deepening the Construction of a World Famous Tourist City during the 14th Five-Year Plan Period of Shanghai.” Among them, it is proposed that by the end of the “14th Five-Year Plan” period, Shanghai’s total annual tourism revenue will increase from 313.978 billion yuan in 2020 to more than 700 billion yuan, accounting for 6% of Shanghai’s GDP. The number of major investment projects in tourism has increased to 100, the number of tourist entrances with tens of millions of traffic has increased to 6, the number of national 5A-level tourist attractions has increased to 6, and 200 have been built in good places at home.
TSMC will prioritize automotive chips and Apple orders
According to sources from the Fab factory, TSMC prioritizes allocating production capacity to automotive chips and Apple’s orders for the third quarter of this year, followed by orders for chips for personal computers, servers and network equipment. Chip orders for mobile phones and consumer electronics products will be ranked third. Sources stressed that TSMC will continue to solve the problem of supply shortages and must choose orders based on profitability and other reasons.
The national carbon market trading market opened on June 25
The reporter learned from authoritative sources that the Ministry of Ecology and Environment and many other ministries and commissions will announce on June 25 that a unified national carbon trading market will be opened on June 25. The trading center will be located in Shanghai and the registration center will be located in Wuhan. Seven pilot local trading markets continued to operate.
Anxin strategy: 2021 is the transition year for A-shares to move from recovery cattle to high-quality cattle
Anxin strategy pointed out that it maintains the annual report “From the recovery of cattle to high-quality cattle” to judge that 2021 is the transition year for A-shares from the recovery of cattle to high-quality cattle. The recovery of cattle has been completed: the economic and price cycle since the epidemic is or has peaked. After the recovery, we are faced with a downward shift in the economic growth center. However, the cornerstone of the mid-to-long-term A-share bull market has not changed: economic transformation and upgrading, the ROE/ROIC of high-quality companies has risen, and Chinese residents have increased the allotment of A shares. During the transition period, the operation should be bullish and bearish: the growth slowed in the second half of the year, but the easing efforts are limited, and the overall market is still not a trending market. Bull heart and bear bile are intertwined in time and differentiated in structure. Focus on industries: semiconductors, new energy, medical services, military industry, new materials, artificial intelligence, etc.
Shanxi Securities: stock capital adjustment and game will continue to dominate the short-term market
Shanxi Securities pointed out that on Monday, the two markets opened low and went high, and closed red at the end of the trading session. Recently, the center of market transaction volume has declined, and the division of sectors has intensified. The adjustment and game of stock funds will continue to dominate the short-term market, the effect of making money will weaken, and funds will be concentrated in high-prosperity industries. In the medium term, the consumer and technology sectors whose prosperity remains high still have strong appeal, and the overall market will continue to fluctuate upwards driven by the relevant sectors.
CITIC Construction Investment: Silicon material prices are expected to peak, and the industry chain game may come to an end
CITIC Construction Investment pointed out that last week the price of silicon materials remained stable, and the battery segment has generally reduced prices. We judge that on the one hand, it is because the downstream component factories have lowered the operating rate, and on the other hand, it is also because of the increased inventory pressure of battery companies. At the same time, this week, some small silicon wafer manufacturers also lowered their prices slightly by about RMB 0.05/piece. We believe that silicon material prices have basically entered the top area at the current time, and there is little room for subsequent increases. With the gradual release of new production capacity in the first half of next year, silicon material prices are expected to enter a downward channel. For this year’s demand, considering that the amount of household subsidies exceeded expectations, and the continued high increase in component exports, we judge that domestic installed capacity is expected to reach 55GW this year, and global installed capacity is expected to reach 155GW. With the drop in silicon material prices in the future, demand is expected to increase explosively next year, and the profits of the battery and module links will be restored. We are optimistic that the volume and profit of integrated module companies will increase next year.
Soochow Securities: Market divergence is obvious, under the premise of holding positions and short-term hot speculation
Soochow Securities pointed out that the market is currently engaged in a long-short-term battle around the gap in the Shanghai Stock Exchange Index. In recent trading days, the two parties have been fighting for the 3502 gap. The overall market funding gap is still relatively obvious. Large funds are exchanged for shares. The signs are more obvious. From an operational point of view, investors need to pay close attention to the direction of the recent market, and can actively participate in short-term hot spots under the premise of controlling positions.
Tianfeng Securities: Sub-high-end liquor is not light in the off-season in the second quarter, you can still focus on it
Tianfeng Securities pointed out that the fundamentals of the high-end liquor sector are still prosperous. We believe that Kweichow Moutai will make progress while maintaining steady progress. Wuliangye and Luzhou Laojiao will fully enjoy the “increasing volume and price” dividends in the context of consumption upgrades. Last week, the high-end liquor sector rebounded to a certain extent after last week’s callback. Individual stocks showed volatility, and the market value of Jiuguijiu reached a new high. We believe that the sub-high-end second quarter is not weak in the off-season, and we can still focus on it. We are firmly optimistic about the logic of the sub-high-end for a long time: 1) High-end wine opens up space for the sub-high-end price zone; 2) Consumption upgrade brought by the expansion of the middle class; 3) In the competitive landscape, the current sub-high-end war has entered a white-hot stage, breaking through channels and Marketing famous wine companies may win. The current key recommendation is the sub-high-end: Yanghe Shares, Willing Wine Industry, Kouzijiao, Jinshiyuan. Continue to recommend “Poetry and the Distance”: Luzhou Laojiao, Wuliangye, Kweichow Moutai.
The large and small indexes diverged in early trading. After the opening of the Shanghai Stock Exchange, the Shanghai Stock Exchange Index oscillated and rose. The ChiNext Index fell more than 1% during the session. The strong semiconductor chip stocks in the early period pulled back, and agricultural stocks pulled up collectively under the stimulus of the news. The shipping, automobile, and other sectors turned strong, and individual stocks were mixed