The three A-share indexes opened higher, the Shanghai index recovered 3600 points, and the gem index once approached 3500 points; 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. In the afternoon, the three major indexes continued to rise and all turned red. The Shanghai index rose 0.40%, the Shenzhen Composite Index rose 0.13%, and the gem index rose 0.58%. On the disk, the concept of Chinese medicine plates, Baijiu and medical beauty has strengthened, and Hong Meng, defense industry, and securities have led the way down.
1. 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.
2. 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.
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.
article links：All three indexes turned red, Shanghai index rose 0.4%
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