Multiple positives hit, and A shares collectively opened higher! The semiconductor plate is active
Sino-Singapore Jingwei client December 9 th (Monday), stimulated by many good news, the Shanghai and Shenzhen stock markets both opened higher, and the Shanghai Composite Index reported 2914.46 points, up 0.08%; The Shenzhen Component Index reported 9908.97 points, up 0.31%; Growth enterprise market index reported 1733.48 points, up 0.39%.
On the disk, semiconductor, agriculture, retail, brokerage, communication equipment, computers, steel, media and other sectors rose. Non-ferrous, military, textile, airport shipping and other sectors fell slightly; Gold stocks were in a downturn, with Yintai Gold, Hengbang, Shandong Gold and Ronghua Industry among the top losers.
A shares opened on the 9 th. Source: Wind
In terms of individual stocks, Industrial Fulian opened lower by more than 1%, and its 230 million initial strategic placement shares were released from circulation today. *ST Colin’s daily limit, the company recovered 32 million yuan of bills, which will have an important impact on 2019 performance; The net loss of the stock in the first three quarters was 38.4 million yuan.
In science and technology innovation board, Huaxing Yuanchuang opened 12.63% higher. The stock announced on the evening of December 6 that it intends to purchase 100% equity of Oulitong by issuing shares and paying cash. The parties to the transaction initially agreed that the transaction amount of the underlying assets was 1.15 billion yuan. This transaction constitutes a major asset restructuring, and it is also the first major asset restructuring in science and technology innovation board.
Heavy benefits continue.
Judging from the performance of A-shares last week, the Shanghai Composite Index rose by 1.39% in the first week of December, welcoming a good start. As of last Friday, it closed at the 2900 mark. Not only that, but in the past weekend, the policy was warm in the news.
On December 6, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting to analyze and study the economic work in 2020; Listen to the work report of the Central Commission for Discipline Inspection, and study and deploy the work of building a clean and honest party style and anti-corruption work in 2020. The meeting pointed out that 2020 is the year of building a well-off society in an all-round way and the end of the 13 th Five-Year Plan, and it is necessary to achieve the goal of the first century. We must do a good job of "promoting high-quality development, speeding up the construction of a modern economic system, resolutely winning three tough battles, doing a good job of" six stabilities "in an all-round way, and making overall plans to promote steady growth, promote reform, adjust the structure, benefit people’s livelihood, prevent risks and ensure stability, keep the economy running in a reasonable range, and ensure the comprehensive construction of a well-off society and the successful conclusion of the 13 th Five-Year Plan.
On the same day, China Clearing revised the Business Guide for Securities Accounts of Special Institutions and Products, and made the latest revision for the relevant contents of financial subsidiaries of commercial banks. After the revision, bank financial subsidiaries can refer to commercial banks to open securities accounts and open securities accounts for related wealth management products, which paves the way for bank financial subsidiaries to invest trillions of dollars in the market.
On the same day, the CSRC also issued the "Product Guidelines for Managers of Securities and Futures Operating Institutions (MOM) (Trial)", which will be implemented as of the date of promulgation. The official release of MOM policy will have positive significance for introducing more medium and long-term funds into the capital market, promoting the division of labor and cooperation among asset management institutions, and giving full play to the respective advantages of different asset management institutions.
On December 7th, Shenzhen Stock Exchange issued 10 rules related to the stock option business, such as the Rules for the Pilot Trading of Stock Options in Shenzhen Stock Exchange, and 4 guides, such as the Brokerage Business Guide for Pilot Securities Companies in Shenzhen Stock Exchange, which will be implemented from now on. This Monday (December 9th), the CSI 300ETF option of Shenzhen Stock Exchange will be able to officially open an account.
In addition, on Friday, US Eastern Time, the Dow rose 337 points and returned above the 28,000-point mark, boosted by the US non-agricultural data in November. At the close, the Dow rose 1.22%, the S&P 500 index rose 1% and the Nasdaq rose 0.91%. Apple’s share price closed up more than 1.9%, hitting a record high.
Optimism and caution coexist in institutions.
For the A-share market at the end of the year, many brokers are optimistic.
Founder Securities said that when the warm winter market is going on, the core lies in the staged stabilization of the economy after intensive policy overweight. Judging from the process from three rounds of policy overweight to economic stabilization since 2008, centralized policy overweight usually leads to economic stabilization, and it will not be delayed for too long, generally 3-6 months apart. At present, after three stages of policy overweight, the economy has initially shown signs of stabilization, and economic changes are the basis of the stock market. On this basis, the stock market is expected to have a restorative rise in December.
Haitong Securities Strategy indicates that the market is still in the layout period. On the big picture, the end of the year and the beginning of the year are opportunities for upward breakthrough. Aside from bulls and bears, drawing lessons from history, the spring market has never been absent, every year, but there will be differences in start-up time and increase, which is a good layout opportunity at present. At the end of the year and the beginning of the year, the market is gradually turning, and the undervalued bank real estate is expected to be repaired first, and the market will be rebalanced in stages.
However, CITIC Securities, the head broker, has recently turned cautious. Citic Securities said that considering the pressure of "holding a group" and the peak of lifting the ban in January next year, it is expected that the cost performance of the capital game will be significantly reduced and the market toughness will be weakened. It is suggested to continue the "cat winter" defense and insist on allocating low-valued varieties. (Zhongxin Jingwei APP)