Huiyang Investment Xu Guanhua

1、 Market description

Today, the Shanghai Composite Index opened at 5296.07, with a maximum of 5337.93 points and a minimum of 5223.67 points, closing at 5310.72 points, up 0.31%; The Shenzhen Composite Index opened at 18050.58, with a maximum of 18137.46 and a minimum of 17679.57. It closed at 18002.00, down 0.27%. The turnover of the two markets was 284.815 billion yuan, with a certain contraction.

On the market side, the market rose slightly after opening high in the morning. However, due to the adjustment of banks and real estate in heavyweight stocks, the stock index fell back. In the afternoon, the market continued to maintain a volatile pattern. After making up for Monday's gap, the market rebounded. At present, the technical pressure near 5300 points of the Shanghai Stock Exchange Index is significant, and the short-term adjustment will continue, but the opportunities for individual stocks in the sector are still emerging.

2、 Hotspot tracking

From the performance of hot spots, the hot spots in the market tend to be diversified. The mainstream non-ferrous metals, steel, new energy, communications, etc. of institutions have become an indispensable force. At the same time, the concept of stock index futures, brewing food, and venture capital, which are good at hot spots in the bull market, often have good market performance, showing the market characteristics of hot speculation. But more money flows to opportunity trading. In particular, the new energy sector is favored by mainstream funds.

3、 Peripheral market

The RMB exchange rate was 7.5546 on September 5. After opening 311 points higher, the Hang Seng Index rose to a new record high of 24283, and then the increase narrowed, rising 216 points to 24102 in the semi daily report; After the national index hit a new high of 14606, the increase also narrowed. The semi daily report rose by 88 points to 14426, and the market turnover was 46.8 billion yuan. In other stock markets, Tokyo stock market fell, and the Nikkei Average closed at 16408, down 11.9 points or 0.07%. Among Chinese telecom stocks in Hong Kong, China Mobile and Unicom both rose 1.93%, Netcom rose 0.42% slightly, and China Telecom rose 0.87%. The "six banks" improved, and CCB rose 1.2%; ICBC, China Merchants Bank and China CITIC Bank rose by more than 1%, and Bank of Communications rose by 1.35%; Only Bank of China was flat, and the "three guarantees" were soft. National Life Insurance, Ping Bao Insurance and property insurance fell 0.4% to 0.7%. In terms of aviation stocks, China Eastern Airlines rose 1.15%, Air China fell 0.22%, and China Southern Airlines rebounded 4.11%; Capital Airport increased by 0.62%. In terms of commodity stocks, PetroChina rose 0.29% and Sinopec rose 0.59%; Zijin rose 7.32% and Lomo rose 0.66%; Chinalco fell 0.95% and Jiangxi Copper rose 0.46%. Coal stocks Shenhua, China Coal and Yanmei rose 1.17% to 3.76%; Iron and steel stocks were soft, with Ansteel, Masteel and Chongqing Iron and Steel falling 0.42% to 1%; CNBM fell 6.31% and Anhui Conch rose 2.56%. In terms of shipping stocks, China Ocean Shipping, which has just received capital injection, rose 3.53%, China Shipping Development rose 2.49%, and China Shipping Group, which plans to issue A-shares, rose 3.95%.

4、 Mainstream tracking of central line

The National Development and Reform Commission announced the Medium and Long term Development Plan for Renewable Energy yesterday. The Plan proposes that the proportion of renewable energy consumption in the overall energy consumption will increase from 8% at present to 15% by 2020. In order to achieve the above goals, the total investment is expected to reach 2 trillion yuan. The Plan proposes to focus on the development of hydropower, biomass energy, wind power and solar energy. It is suggested to give follow-up attention to the new energy sector.

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.