The Shanghai and Shenzhen stock markets fell throughout the day and the sector was seriously divided. Low-priced stocks staged a wave of ups and downs, and the two cities exceeded 70 stocks, and the low price and large infrastructure sectors remained the main hotspots of the market.
Due to the poor overall performance of the theme stocks, the GEM continued to fall after a small upswing in the morning, and the sub-new sector saw a large decline. The market funds were low and the overall performance was weak.
1,Infrastructure concept stockOut of the differentiation, but still overall strong performance.Chengdu Road and BridgeContinue to one word, strong 6-connected board; Tenda construction, Shanding design three-link board; Chongqing road bridge, Ningbo Jiangong word board.
Driverless concept.Wanan TechnologyStrong plate closure in early trading, Zhejiang Shibao with the wind limit.
2,Medical concept.Chutian TechnologyContinue to seal the daily limit, Canaan Technology first, Bohui innovation to achieve anti-insurance.
Tianjin state-owned enterprise reform also has a good performance.Jinbin Development, Jin Zhaoye, Tianjin Songjiang first.
3. But today the main line is still the concept of oversold. faucetTiancheng HoldingsFour boards in the afternoon; Nanning Department Store, Zhongjie Resources, and Shenzhonghua A once again limit daily; other low positions such as Gaosheng Holdings, Lotus Health, Pioneer New Materials, Western Resources, and Shunwei Shares rose and stopped.
4,Secondary sharesFrustrated. Highly sentPaezErlian board, Caixin shares, Tianyong Intelligent and other stocks fell, other stocks in the sector fell to varying degrees, the overall loss was heavy.
The demon stock Steyr has a strong eight-piece board in the afternoon, Chengdu Luqiao continues to have a word of 6 links, the five boards also have Xi'an diet, Xinlong holding assists, four board shares Chutian technology, Tiancheng self-control, Sanlian board Chenxin technology, Shanding design Tengda Construction, Dongfang Yiye, and the second board ticket have more than 13 votes including Ying Paisi, Guangshengtang and Shuguang.
The concept of infrastructure has come out of disagreement, and the concept of oversold has become the main line today. In addition, the concepts of Tianjin state-owned enterprise reform and unmanned driving are also active.
5. The number of market downtimes was four, and the overall treatment stage was a benign adjustment. However, due to the rising weight of infrastructure and other factors, the theme stocks were seriously drawn, and the new stocks became the worst hit areas. Pay attention to avoiding risks in a timely manner and stay weak and stay strong.
Layout low-level infrastructure stocks or cyclical stocks.
Personally optimistic about Shanxi Coking (600740)
1. The People’s Bank of China allegedly lowered key parameters of MPA to reduce bank capital requirements to support credit demand
People familiar with the matter said that some banks received a notice issued by the central bank on Wednesday that the central bank lowered the structural parameters in the macro-prudential supervision framework (MPA) to support the local method of financial institutions to meet the effective credit demand, initially set a downward adjustment of about 0.5 points. . According to informed sources, according to the previous macro-prudential capital adequacy ratio calculation method in MPA, after the structural parameters are lowered, the macro-prudential capital adequacy ratio will be lowered accordingly from the second quarter MPA audit. The People’s Bank of China did not immediately respond to Bloomberg’s fax for comment during non-working hours.
2. Ministry of Industry and Information Technology: launching the “Key New Materials R&D and Application” major project as soon as possible
It was learned from the Ministry of Industry and Information Technology that on July 24, the National New Materials Industry Development Leading Group Office held its fourth meeting, and Wang Jiangping, Vice Minister of the Ministry of Industry and Information Technology, attended the meeting. The meeting reviewed the progress of various aspects of the work of the leading group, the major projects of “Key New Materials R&D and Application” and the “New Materials Standard Pilot Action Plan”, and the National Key Materials Industry Development Expert Advisory Committee “Key Product Catalogue, Compilation of the “New Material Industry Development Annual Report” of the Key Enterprise Catalogue and Cluster Development Guide. It is necessary to launch the major projects of “Key New Materials Development and Application” as soon as possible, and promptly introduce relevant support policies, focus on key points, strengthen communication, and work closely together, and make up the new materials industry.
(The stocks mentioned above are only for recording personal operations, for research purposes, do not involve any recommendation! Investment is risky, the market must be cautious!)