On April 29, the stock indexes of the two cities fluctuated in a narrow range in the morning and rose strongly in the afternoon. The Shanghai index rose 2.4% to return above 3000 points, the Shenzhen Composite Index rose more than 3.5% to recover 11000 points, and the gem index rose more than 4% to recover 2300 points. In terms of sectors, on the disk, the sectors of the two cities were popular across the board, with education, home furnishings, automobiles, software, household appliances, retail and other sectors leading the increase, while the sectors of medicine, nonferrous metals, securities companies, petroleum, chemical industry and lithium mining all rose; Yuan universe, online games, hepatitis concept and other themes showed brilliant performance.
I. market situation today
As of the close, the Shanghai index stood at 3000 points, closing up 2.41%, the Shenzhen Composite Index rose 3.69%, and the gem index rose 4.11%. The turnover of the two cities was significantly enlarged, with a daily turnover of more than 960 billion yuan; The net purchase of northbound funds exceeded 4 billion yuan.
II. Summary of today’s trading board
There were more than 200 non ST shares and non new shares trading in Shanghai and Shenzhen today. Specifically, the real estate sector strengthened again, Jinke Property Group Co.Ltd(000656) , Cccg Real Estate Corporation Limited(000736) , Shanghai Jinqiao Export Processing Zone Development Co.Ltd(600639) , Shenzhen Special Economic Zone Real Estate&Properties (Group).Co.Ltd(000029) , Internet sector broke out collectively, Hangzhou Onechance Tech Corp(300792) , Beijing Zhidemai Technology Co.Ltd(300785) and other 20% limit.
III. details of today’s trading board
1. Real estate sector: Jinke Property Group Co.Ltd(000656) , Cccg Real Estate Corporation Limited(000736) , Shanghai Jinqiao Export Processing Zone Development Co.Ltd(600639) , Shenzhen Special Economic Zone Real Estate&Properties (Group).Co.Ltd(000029) , China Union Holdings Ltd(000036) , Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) , Cinda Real Estate Co.Ltd(600657) , Shahe Industrial Co.Ltd(000014) .
According to China Central Television, the Political Bureau of the CPC Central Committee held a meeting today to analyze and study the current economic situation and economic work and review the national talent development plan during the 14th Five Year Plan period. The meeting stressed the need to effectively control key risks and hold the bottom line of no systemic risk. We should adhere to the positioning that houses are used for living rather than speculation, support all localities to improve real estate policies based on local conditions, support rigid and improved housing demand, optimize the supervision of commercial housing pre-sale funds, and promote the steady and healthy development of the real estate market.
2. Internet sector: Hangzhou Onechance Tech Corp(300792) , Beijing Zhidemai Technology Co.Ltd(300785) , Nanji E-Commerce Co.Ltd(002127) , Focus Technology Co.Ltd(002315) , Hylink Digital Solution Co.Ltd(603825) , Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Zhejiang Netsun Co.Ltd(002095) , etc.
The Political Bureau of the CPC Central Committee held a meeting on April 29 to analyze and study the current economic situation and economic work and review the national talent development plan during the 14th Five Year Plan period. General secretary of the CPC Central Committee Xi Jinping presided over the meeting. The meeting made clear the areas concerned by the market, such as real estate, monetary policy, capital market, infrastructure construction, stable foreign trade, platform and so on. The meeting stressed the need to promote the healthy development of the platform economy, complete special rectification of the platform economy, implement normalized supervision, and introduce specific measures to support the standardized and healthy development of the platform economy.
3. New retail concepts: a new retail concept: a new retail concept: the new retail concept: the new retail concept: Hunan Friendship&Apollo Commercial Co.Ltd(002277) , Yonghui Superstores Co.Ltd(601933) , Suning.Com Co.Ltd(002024) , etc.
The opinions of the general office of the State Council on the further release of consumption potential were issued. There are five parts in the opinions, and increasing the efforts to help enterprises and relieve them has been put in the first place. The opinions proposed that we should focus on the main body of the insurance market and strengthen the rescue of enterprises. We will thoroughly implement the tax reduction, tax rebate and fee reduction policies to support manufacturing, small and micro enterprises and individual industrial and commercial households. We will promote the financial system to transfer profits to the real economy through various measures such as reducing interest rates and fees. Guide financial institutions to optimize credit management, provide financing support to industrial enterprises seriously affected by the epidemic, and avoid industrial loan restrictions, loan withdrawal and loan interruption.
4. Medical sectors: Hybio Pharmaceutical Co.Ltd(300199) Zhejiang Yatai Pharmaceutical Co.Ltd(002370) etc.
Dongguan Securities said that China’s local sporadic epidemic is still continuing. Under China’s dynamic zero epidemic prevention policy, the demand for relevant anti epidemic products is still relatively large. It pays attention to the relevant beneficiary targets such as antigen detection industrial chain, covid-19 vaccine industrial chain and relevant anti epidemic material industrial chain. Close to the peak of financial disclosure, pay attention to the relevant stocks whose performance is expected to exceed the expected performance.
