The three indexes of A-share opened higher collectively, the Shanghai stock index was in a narrow range in the morning, the plate differentiation was obvious, individual stocks fell more and rose less, and the short-term sentiment was depressed. Subsequently, the three major stock indexes fell and fell under the drag of securities companies, semiconductor and other sectors. The Shenzhen Component Index and gem index once fell by more than 1%, and the decline narrowed slightly near midday. Medicine, medicine, Baijiu, liquor and other defensive plates are strong against each other, and Chinese medicine stocks are trading on a daily limit. The three major indexes rose in the afternoon and all turned red. The gem index once stood at 3500 points, the first time since June 2015. At the end of the day, the three major indexes dived down again, with the Shenzhen component index down more than 1%, and the decline of military industry, chips, photovoltaic, securities and other sectors expanded. On the whole, the market sentiment has fallen, individual stocks have fallen more than they have risen less, and the effect of making money in the market is poor.
By the end of the day, the Shanghai index was down 0.07%, the Shenzhen composite index was down 0.81%, and the gem index was down 0.63%. The turnover of the two markets exceeded 1 trillion yuan. On the disk, Chinese medicine, medical beauty, banking, clothing and home textiles and other sectors led the rise, while Hongmeng, defense industry, securities, semiconductor and other sectors led the decline.
1. Ministry of Finance: one time subsidy of 20 billion yuan to actual grain farmers
In order to effectively resolve the impact of the price rise of agricultural means on Farmers’ grain income, stabilize farmers’ income, and protect farmers’ enthusiasm for growing grain, the central government recently issued a one-time subsidy of 20 billion yuan to farmers to make up for the impact of the increase in agricultural means cost since this year.
2. Business Club: the domestic silicone DMC market continued to run at a high level in July
According to the monitoring data of the business community, as of June 30, the reference average price of silicone DMC market quotation in the mainstream areas of data monitoring was 30566 yuan / ton, which increased by 1333 yuan / ton, or 4.56%, compared with April 1 (reference average price of silicone DMC was 29233 yuan / ton). The Business Association believes that at present, the overall trading atmosphere of the domestic silicone DMC market continues to improve, especially in late June, when the factories collectively maintain a high offer, the downstream prices also continue to be high, and the upstream and downstream support each other. In July, the domestic silicone DMC market can continue to run at a high level.
3. Jibang Consulting: the supply of Malaysia is blocked due to the indefinite closure of the city, and the high-end MLCC is the most tight
According to the trendforce survey, the global supply of passive components (MLCC) market will face challenges due to the Malaysian government’s extension of national action control. Among them, high-end MLCC is the most urgent. The terminal products corresponding to the main shortage items include mobile phone, pen phone, Netcom, server and 5g base station. Including MLCC solar power plant, NDK & Epson quartz crystal plant, Matsushita, r-chip plant, Huaxin technology and so on, the local production and freight schedules are continuously blocked. Under the pressure of the continuous extension of the control of city closure in Malaysia, other manufacturers in Japan, such as Murata, Kyocera and Samsung, will benefit from this wave of single effect.