panel overview
On Friday, A-Shares fluctuated upward, the Shanghai index rose by more than 2% to recover the integer mark of 3000 points, the gem rose by about 4%, and more than 200 shares in the two cities rose by the limit. On the disk, industries such as electronic chemicals, education, mining, software development, cultural media, commercial department stores, auto parts, complete vehicles, decoration and building materials, electronic components, optical optoelectronics, consumer electronics, games and precious metals rose by more than 5%. In terms of subject stocks, blind box economy, Kwai concept, virtual digital human, hair medicine, hepatitis concept, data security, Huawei Euler, NFT concept, new retail, cloud games and other sectors rose by more than 6%.
message surface
China will impose a provisional zero import tax rate on coal
In order to strengthen the guarantee of energy supply and promote high-quality development, the Tariff Commission of the State Council decided according to procedures to implement a provisional import tax rate of zero for coal from May 1, 2022 to March 31, 2023.
The transfer fee will be reduced by 50% from now on, and the Shanghai index rose by nearly 5% in the previous adjustment
On April 28, CSDCC issued a notice that from April 29, 2022, the stock transaction transfer fee will be reduced by 50%, that is, the stock transaction transfer fee will be charged from the current Shanghai and Shenzhen market A-Shares according to the transaction amount of 0.02 ‰, Beijing market A-Shares and listed company shares according to the transaction amount of 0.025 ‰, and will be uniformly reduced to 0.01 ‰.
The meeting of the Political Bureau of the CPC Central Committee stressed the need to respond to market concerns in a timely manner
According to Xinhua news agency, the meeting of the Political Bureau of the CPC Central Committee held on April 29 stressed the need to respond to market concerns in a timely manner, steadily promote the reform of the stock issuance registration system, actively introduce long-term investors and maintain the smooth operation of the capital market. We should 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.
Jufeng viewpoint
Pre market judgment: all US stocks rose sharply overnight, the NASDAQ index rose by more than 3%, large technology stocks rose generally, and the gem is expected to continue to fluctuate upward. In view of the May Day holiday approaching, the market is still repeated, but A-Shares are at the bottom of the region, which can bargain hunting medium and long-term layout.
The three major indices of A-share A-share, the three A-share index of A-share, and the three big A-share indexes collectively share a high open, with the Shanghai index rising 0.36%, the deep composite index rising 0.85%, the gem index rising 0.90%, and the gem index rising 0.90%, the three-percent higher opening of the three-percent of the stock sector stimulated by the news of the halvhalvhalvhalf fee for stock transaction fee halvhalvhalvhalving the fee for a share transaction. The three-a-share index of the three-a-share index of A-share, the Shanghai index rose 0.36% 0.36%, the share price of the three-share index of A-share, the three percent higher opening of the three percent higher opening of the securities sector stimulated by the news of halvhalvhalving the fee for a share transaction. The three percent high opening of the securities sector, the China Pacific Insurance (Group) Co.Ltd(601601) China Pacific Insurance (Group) Co.Ltd(601601) 09099 the.
After the opening, Contemporary Amperex Technology Co.Limited(300750) quickly fell, driving the gem index to cover the gap. Subsequently, education, mining, automobile, new retail, traditional Chinese medicine, chip, media and other sectors rose collectively, pushing the stock index upward; Coal and banks fluctuated downward, dragging down the performance of the market. From the time-sharing chart, although today’s rebound has twists and turns, it is actually more profitable. The general rise of small cap stocks promotes the index, while heavyweights enter a rest, and the median market rise is around 3%.
According to China Central Television News, 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 consider the national talent development plan during the 14th five year plan. During the noon A-share market closure, the Hang Seng Index rose sharply and the Hang Seng Technology index rose 10%. In the afternoon opening, A-Shares rose sharply, the Shanghai index rose more than 2% and recovered 3000 points, and the growth enterprise market index and science and innovation board 50 index expanded to more than 3% in the afternoon. Internet e-commerce, new retail, new energy vehicles and other sectors set off a wave of trading, 4500 stocks rose, and more than 200 stocks rose.
investment suggestions:
Jufeng investment adviser believes that the factors that suppress the sentiment of A-share investors are still geopolitics, the contraction of the US dollar, China’s epidemic and other factors, and the steady growth policy will provide support for A-shares. After the continuous decline, track stocks such as military industry, wind power, photovoltaic, lithium battery and chip stopped falling and picked up, which was conducive to the improvement of market sentiment. On April 29, the Politburo meeting issued the strongest voice of stabilizing expectations and stabilizing the market, and A-Shares are expected to strengthen. At present, the market is in the bottom area, and the trend is normal. Investors need more patience and confidence. It is suggested to focus on three main lines of bargain hunting: first, companies with year-on-year and month on month growth in the first quarter; Second, the varieties wrongly killed in the adjustment within the year; Third, the theme of low-cost state-owned assets reform.
