Yuanda: good limited, wait patiently for “quantitative change” to “qualitative change”!

today’s disk

In early trading today, the Shanghai and Shenzhen indexes showed a shock pattern as a whole. The three indexes opened low in the morning, and then fluctuated upward. Among them, the gem index took the lead in turning red, and the pattern of weak Shanghai and strong Shenzhen was obvious. As of the issuance of the document, the two main board indexes maintained the green disk, the gem index rose slightly, and the overall market pattern was weak.

In terms of industry sectors, chicken concept, auto parts, diamond cultivation, photovoltaic equipment, semiconductors, lidar, agriculture, animal husbandry, feeding and fishing and other sectors led the increase; Securities, unified market, coal industry, insurance, diversified finance, traditional Chinese medicine, banking, underground pipe network and other sectors led the decline. In terms of the rise and fall of individual stocks, there are more than 2500 gainers and more than 2000 losers, with a general profit-making effect.

message interpretation

The construction of China’s space station is divided into two stages: key technology verification and construction. Six missions are planned in the two stages respectively. The main task goal of the key technology verification stage is to break through and master a series of key technologies related to the construction and operation of the space station. The complete success of Shenzhou 13 manned mission marks the perfect conclusion of the mission in the key technology verification stage of the space station.

Compared with foreign countries, China’s space station started late, but it has the advantage of late development technology. China’s construction capacity of large space station and the performance of manned spacecraft are in the forefront of the world. On June 17, 2021, Shenzhou 12 manned spacecraft was launched on time. This is the first manned mission in the stage of China’s manned Changzheng Engineering Co.Ltd(603698) space station, which has opened the “space station era” of China’s manned Changzheng Engineering Co.Ltd(603698) .

On the whole, the complete success of Shenzhou 13 manned mission marks another progress in the technology of China’s space station. This also lays the foundation for the later technology improvement and breakthrough and the later commercialization process. Therefore, it is expected that the National Aerospace will enter a new track in the future, and the commercial aerospace industry and satellite infrastructure construction deserve attention.

should on strategy and focus

On Friday, the central bank cut the reserve requirement by 25 basis points, which is positive, but the strength is limited. The adjustment of A50 futures index in early trading also shows that the market has long expected this news and the actual range is lower than expected. Therefore, the low opening performance of today’s market is also normal. On the whole, the current market is still at the bottom stage. The policy is good, but it is still in the “quantitative change” stage. The real trend turning needs to wait for the “qualitative change”, that is, real gold and silver begin to enter the market and the further implementation of monetary policy. Otherwise, the rebound will not be sustainable. Therefore, it is still necessary to control positions and wait patiently for the turning point of the trend.

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