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Eight daily A-share charts: In addition to the “new infrastructure”, is the new investment window actually here?

January 11, 2019 17:15
source: Eastern Fortune Network

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Summary
[Daily A-share eight images: In addition to the "new infrastructure", is the new investment window actually here? 】 Today's Shanghai and Shenzhen stock market can be described as a surprise, finally giving A shares a relatively strong late. GF Securities pointed out that the current Xinjiang theme has “expected poor” in terms of infrastructure investment, catalysts, PPP, etc., and the starting conditions are basically satisfied. In the short term, it is recommended to arrange the investment window of the Xinjiang two sessions at the end of January (the target of 2019 will be announced). In the medium term, we will focus on potential catalysts such as the development of the western region and the Belt and Road. The investment main line focuses on the leading areas of the infrastructure, such as cement, concrete, steel, roads and bridges.

Today (January 11), the trend of the Shanghai and Shenzhen stock markets can be described as a surprise, and finally gave A shares a relatively strong late. After the opening of the three major stock indexes in the early trading, the index rose hard, but failed to make a strong move. Then the index began to pull back and further shocked;themeWith the help of the stocks, the index has been struggling to pull up, near the end of the day.Shanghai indexThe increase was further expanded, and the GEM was relatively weak, but it also turned red.

As the Shanghai and Shenzhen stock markets closed all day, the Shanghai Composite Index rose 0.74% to close at 2,553.83 points;Shenzhen Stock ExchangeRose 0.61%, closing at 7474.01 points;GEMIt rose by 0.20% to close at 1,261.56.

From the perspective of the market, the theme stocks are generally blooming,New sharesThe aquaculture industry, national defense industry, liquor concept, papermaking, rare earth permanent magnets and other sectors were among the top gainers; port shipping, gold concept, liquor appliances, gas water and other sectors were among the top losers.

On the funds side, the central bank’s open market business transactionsannouncementIt shows that the current liquidity of the banking system is at a relatively high level.Repurchaseoperating. Also. As a result of the 110 billion yuan reverse repurchase due today, the net return of 110 billion yuan on the day, a net return of 410 billion yuan.

  Hotspots:

Today's new stocks rose sharply, setting off a new round of ups and downs, including the share price of Xinjiang Jiaotong Construction continued to limit, recorded 6 consecutive boards, in addition, Chinalco International, Hunan Salt Industry, Hanjia Design, Jinli Permanent Magnet, Mill More than ten stocks such as Kewei, Aipeng Medical and Ningxin Technology have daily limit.

The fuel cell sector also rose sharply. As of the close, Huachang Chemical, Dayang Electric, Snowman, Xiongyi, Great Wall Electric, Keliyuan, Zhongtong Bus and other stocks have been trading daily.

Top 10 in the industry sector (click image for details)

Top 10 in the industry sector (click image for details)

Top 10 in the concept section (click image for details)

Top 10 of the decline in the concept section (click image for details)

  Individual stock monitoring:

Main forceNet inflowTop ten (click image for details)

Top 10 net outflows (click image for details)

  Northbound funds:

Northbound funds (click image for details)

  southTo the funds:

Southbound funds (click image for details)

  News side:

1. According to the website of the General Administration of Market Supervision, on January 10-11, the National Drug Supervision and Management Work Conference was held in Beijing. The meeting summarized the work in 2018 and deployed the 2019 mission. The participants agreed that the important instructions of the State Councilor Wang Yong fully affirmed the achievements of the drug supervision work, which is a great encouragement to the vast number of cadres and workers in the national drug supervision system, and has important guiding significance for doing a good job in drug supervision in the new era.

2. According to CCTV news reports, Miao Wei, Minister of Industry and Information Technology, was interviewed by reporters. A detailed analysis of the realities of the country's high-quality development in manufacturing in 2019. This year, 5G temporary licenses will be issued in several cities, and large-scale networking will be realized in hot spots. At the same time, the pace of network construction such as base stations will be accelerated, and the whole country will gradually cover the whole country. It is necessary to accelerate the maturity of the terminal industry and promote the application of 5G in more fields such as the Internet of Vehicles.

3. According to the Securities Times, the State Council held a press conference on the planning and construction of the Hebei Xiong'an New District and the Beijing City Sub-center. Lin Nianxiu, deputy director of the Beijing-Tianjin-Hebei Collaborative Development Leading Group Office and deputy director of the Development and Reform Commission, said that so far, Xiong The planning and construction of Anxin District and Beijing City Sub-center are being promoted with high standards and high quality, and the functional relief of Beijing's non-capital is being actively and steadily carried out. Key areas such as transportation, ecology, and industry have also achieved breakthroughs.

  Institutional perspective:

For the current market, Rongwei Securities believes that the overall trend is relatively stable, the upper pressure is around 2560. If the market can effectively break the average pressure in the near future, the market will continue to hit the pressure platform near 2660. The short-term market activity is much better than before. The effect of making money is prominent, and it can be lightly indexed and stocks.

China Merchants Securities said that considerationPerformanceAt the time of publication, the Spring Festival time and the current index position, Jiacang is also likely to be completed before the Spring Festival. On the other hand, from the perspective of catalysis, the recent project approval for the project of complementing the infrastructure has exceeded market expectations, and the 5G industry chain has officially entered. In the cash phase,The spring market is likely to be carried out ahead of the "new infrastructure" theme market such as 5G, UHV and high-speed rail.

In addition, GF Securities pointed out that the current Xinjiang theme has “expected poor” in terms of infrastructure investment, catalysts, PPP, etc., and the starting conditions are basically satisfied.In the short term, it is recommended to arrange the investment window of the Xinjiang two sessions at the end of January (the target of 2019 will be announced). In the medium term, we will focus on potential catalysts such as the development of the western region and the Belt and Road.The investment main line focuses on the leading areas of the infrastructure, such as cement, concrete, steel, roads and bridges.

(The content of the article is for reference only. For the stocks mentioned in the article, it does not constitute investment advice. Investors operate according to this, at their own risk.)

                (Editor: DF150)

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