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Guotai Jun'an
Today's news: The relevant person from the CSRC said that there is no standard for the new and old cut-off time. When someone asked Li Qingyuan, the former director of the Research Center of the Securities Regulatory Commission, once said that "after the completion of the share reform, 60% to 70% of the total market value, 200 to 300 listed companies can start 'new and old segmentation'", the person made it clear that that was a personal opinion expressed in informal occasions, and there is no official new and old segmentation standard at present. According to a person familiar with the matter, a report entitled
The Notice on Issues Related to the Provision of Investment Advisory Services was recently issued to various fund management companies. According to the Notice, each fund company can directly provide investment advisory services to qualified foreign institutional investors, domestic insurance companies and other institutions established and operated according to law and other specific objects. It shows the embryonic form of the management's concept of multi-level capital market operation.
In terms of the index, the Shanghai Composite Index opened at 1284.61 points today, with the highest at 1295.41 points and the lowest at 1275.63 points, closing at 1293.30 points, up 7.63 points, or 0.59%, with a turnover of 12.505 billion yuan; The Shenzhen Component Index opened at 3334.72 points, with a maximum of 3354.94 points and a minimum of 3312.67 points, and closed at 3350.42 points, up 7.74 points, or 0.23%, with a turnover of 6.834 billion yuan. In terms of B-share index, Shanghai B-share closed at 86.49 points, up 0.96 points; Shenzhen B shares closed at 1991.31, down 0.33 points. Today, the new composite index also closed a cross with a shadow line.
Today, the Shanghai Composite Index and Shenzhen Composite Index opened at 1284.61 and 3334.72 respectively. The two markets showed a pattern of rising and falling, then bottoming out and backtracking. The trading volume was slightly smaller than yesterday. On the other hand, the concept of privatization was launched across the board, and Shanghai Petrochemical, Yizheng Chemical Fiber, and Shi Lianhua reached new heights one after another. Some high power theme stocks have become stronger in large volume, such as Kehua Biology, Tianqi Shares, G Buddha Sculpture, G Tongwei, etc. In anticipation of the rise in electricity prices, power stocks have been active recently. Today, some power stocks rose sharply again. In addition, resources, agriculture, aviation and other sectors are relatively active. However, the overall trend of warrants is not good.
Next week is the time of the two sessions. We expect that there will be policy supporting measures to support the whole market, and the index will also rise slightly, or even attack a new high. How to grasp the key to hot spots. In addition to the agriculture, medical care, education, new energy In addition to harmonious society, friendly environment and other topics that may be explored, our indicator unit will give play to the important role of the mainstay next week. In particular, some companies with distinctive fundamentals have just entered the ranks of index stocks. For example, the adjustment plan for the 100 constituent stocks of Shenzhen Stock Exchange is as follows: the sample of Shenzhen Stock Exchange 100 Index excludes Yangzi Petrochemical, Petroleum Daming and Zhongyuan Oil&Gas, and adds G Antai A, G Aodong and Kaidi Power. The Shenzhen 100 Index is expected to be the subject of financial derivatives in the future, which has been sought after by institutional investors.
At present, there is only one index fund with Shenzhen Stock Exchange 100 as its target, namely Rongtong Shenzhen Stock Exchange 100. At the same time, there are also Harvest 300 index funds that also include some 100 shares of Shenzhen Stock Exchange. If we add the expected issuance scale of E Fund 100 ETF, which is currently in progress, then it can be said that the adjustment of Shenzhen Stock Exchange 100 index will lead to the relocation of billions of yuan of funds. Therefore, individual stocks newly transferred into component stocks such as G Antai A, G Aodong and Kaidi Power will become the biggest winners of this round of component stock adjustment. If according to the replication contract of the index, these three shares are expected to obtain the asset allocation of Rongtong SZSE 100 and E Fund SZSE 100 ETFs. It can be said that these three shares are the new must buy targets of the two funds mentioned above. As E Fund SZSE 100ETF is still in the process of issuing and the specific amount has not been finalized, these three companies have opportunities in the future. In particular, it is recommended that investors pay attention to 000939 Kaidi Power. As the leading enterprise in China's power and environmental protection industry, it has internationally advanced flue gas desulfurization technology, with a market share of more than 50%, and an outstanding competitive advantage in the industry. At present, the company holds nearly 6 billion orders and has received more than 200 million cash in advance. It has excellent growth potential. Recently, it was newly selected into the Shenzhen 100 Index, which is expected to attract attention under the "fixed allocation" of institutional investors and the "circular economy concept" of the NPC and CPPCC. Similar indicators+concept stocks of the NPC and CPPCC can be actively noticed.
The whole country has entered the "11th Five Year Plan" period with great joy. Will shareholders feel extra happiness on the new day of bright spring?
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(Guotai Jun'an)
Sina statement: The content of this article is purely the author's personal view, only for investors' reference, and does not constitute investment advice. Investors operate accordingly at their own risk.
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