[early trading strategy]
On the news of the weekend, the central office and the State Office issued the opinions on promoting the implementation of the national cultural digitization strategy, which is conducive to the activity of the digital economy concept unit; The CSRC launched 23 relief measures for the epidemic situation, which is conducive to further boosting market confidence; Henan Province issued the guidance on further accelerating the development of new energy vehicle industry. Snowway mining has 54.29% equity, and the final transaction price on Jingdong bankruptcy auction platform exceeds 2 billion yuan, which is conducive to the continued performance of the new energy vehicle industry chain; The central government has allocated 10 billion yuan of funds to re issue one-time agricultural subsidies to farmers who actually grow grain, which is conducive to stimulating the grain, seed industry and agrochemical sector; Monkeypox virus spread in 11 countries, stimulating the formation of medical and biological sector; Wuhan Nanjing "property market new deal" emergency stop, temporarily tested the bottom line of real estate policy; The Canadian government banned Huawei ZTE's relevant telecommunications equipment from entering the Canadian market, putting pressure on relevant sectors. In terms of news this week, we need to focus on the announcement of the minutes of the FOMC monetary policy meeting of the Federal Reserve on May 26.
On the market, the breakthrough of the index on Friday was largely stimulated by the higher than expected reduction of LPR in May. In our previous products, we stressed that since the beginning of this year, the dominant logic of the market has been different in different periods of time. From the contraction expectation of the Federal Reserve at the beginning of the year to the Russian Ukrainian conflict in March, the epidemic in April and the devaluation of the RMB exchange rate have jointly led to the decline of the market. However, during this period, an important supporting factor lies in the force expectation of China's steady growth policy. Although the downward pressure on the market of Shanghai is expected to be more stable after the epidemic, we believe that the downward pressure on the market of Shanghai may still be more controllable, and the downward pressure on the market of RMB may be relieved under the background of the current epidemic situation. Whether the steady growth policy will be introduced more and more vigorously and the effect of the policy will become the main influencing factor of the market. To achieve the annual GDP growth target of 5.5%, the further force of the steady growth policy is a high probability event, which means that the future market should be more optimistic, and the bargain hunting layout is still the main strategy. However, for the time being, we can't expect too much about the rising space of the market. After all, it takes time to digest various interference factors, so we prefer to think that the market will gradually step out of the bottom shape in the form of time for space. On the main line, we can focus on the policy starting point, epidemic recovery and oversold rebound involved in steady growth.
[message side]
1. The opinions on promoting the implementation of the national cultural digitization strategy was printed and distributed to support the listing and financing of digital cultural enterprises with scientific and innovative attributes on the scientific and innovative board
Recently, the general office of the CPC Central Committee and the general office of the State Council issued the "opinions on promoting the implementation of the national cultural digitization strategy". According to the opinions, accelerate the research and formulation of cultural digitization construction standards, improve the dynamic mechanism of cultural resource data sharing, study and formulate industrial policies to support cultural digitization construction, implement and improve financial support policies, arrange national scientific and technological innovation bases such as national technological innovation center and national key laboratories in the field of cultural digitization construction, and support digital cultural enterprises meeting the attributes of science and innovation to be listed and financed on the science and innovation board, Promote the construction of digital education platform and the integration of related disciplines.
2. 23 measures of capital market to help enterprises to rescue showed the accuracy of temperature intensity
It is very difficult to deal with it. We should take scientific measures and extraordinary actions. The CSRC recently issued the notice on further giving play to the function of the capital market and supporting the recovery and development of regions and industries seriously affected by the epidemic, and put forward 23 policies and measures to support market players to tide over difficulties, maintain the stability of the capital market and promote the recovery and development of the real economy.
3. Infrastructure investment continues to increase, and new policies and tools are expected to be launched intensively
According to the data of the national development and Reform Commission, 38 fixed asset investment projects were approved in the first April of this year, with a total investment of 533.3 billion yuan. Infrastructure investment carries the banner of steady growth. Insiders pointed out that the follow-up efforts to stabilize growth will continue to increase, new policies and financing tools to promote infrastructure investment are expected to be launched, and the growth rate of infrastructure investment is expected to gradually pick up.
4. The Shanghai Stock Exchange launched the online pre voting service for the general meeting of shareholders of listed companies
On May 22, the reporter learned from the Shanghai stock exchange that from now on, the exchange will open a voting column on the Shanghai e interactive platform and pilot launch the pre voting service for the general meeting of shareholders of listed companies, aiming to further improve the participation of small and medium-sized investors and the transparency and authenticity of the voting at the general meeting of shareholders. Industry insiders believe that this service is conducive to better play the role of the voting mechanism of minority shareholders, and improve the convenience and voting experience of minority shareholders.
