Afternoon comments: The Shanghai Stock Index rose 1.53% at noon, and financial stocks strengthened

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Sina Finance News on October 24, it was reported that the two stock markets opened low today, and the Shanghai Stock Exchange Index quickly turned red at the beginning under the leadership of banks and other sectors. Later, due to the collective crash of oil, liquor and other sectors, the index rose and was blocked, and the index was consolidated by shocks. As the closing of the afternoon approached, banks and securities companies launched an upward attack, driving the Shanghai Stock Exchange Index to strengthen slightly; The Shenzhen Composite Index and the GEM Index once fell by more than 1% in the morning and turned red at noon. On the whole, boosted by the release of the first batch of state-owned capital rescue funds in Shenzhen, IX. Shares 、 Wanrun Technology 、 Lehman shares In the opening trading, stimulated by the news of the sharp decline of American oilcloth oil overnight, the concept stocks of the oil industry chain fell sharply in the early morning, with the high delivery, brokerage, insurance, banking, shell resources and other sectors leading the rise, while liquor, Guangdong, Hong Kong and Macao and other sectors leading the decline. As of the noon closing, the Shanghai Composite Index rose 1.53% to 2634.50 points, and the Shenzhen Composite Index rose 0.79% to 7634.93 points; The index hit 1300.25, up 0.63%.

From the perspective of the market, the sectors such as Gao Songzhuan, securities companies, insurance, banks and shell resources were among the top gainers, while the sectors such as mining services, liquor, petroleum, Guangdong, Hong Kong and Macao were among the top losers.

　　 Plate focus:

1. Near noon, bank shares rose collectively, driving Shanghai Stock Exchange 50 up by more than 2%, Zhangjiagang Branch Ceiling, Changshu Bank Up by more than 9%, Wuxi Bank 、 Bank of Shanghai 、 China Merchants Bank 、 bank for economic construction 、 Minsheng Bank And so on.

2. Liquor shares that suffered heavy losses on the previous trading day continued to adjust in the morning, and today's decline narrowed, Kouzi cellar 、 The fate of this world 、 Gujing Gong wine Down 4%, Yanghe Shares 、 Yilite The decline was the largest.

Market insiders believe that the liquor market has always been greatly affected by policy factors. The second review draft of the Basic Medical Hygiene and Health Promotion Law issued on the 22nd is a major incentive for the drastic adjustment of liquor shares. The second draft obviously strengthened the control and publicity of tobacco and alcohol to reduce the harm to the national health, which is bad for the liquor industry. In addition to the impact of policy news, fear of funds is also an important reason for the adjustment of liquor stocks.

　　 Message side:

1. The National Development and Reform Commission (NDRC): There are 31 pilot enterprises in the third batch of mixed reform. Eight pilot plans for central enterprises and subsidiaries have been approved, and 15 pilot plans for local state-owned enterprises have been approved in various regions. At present, we are paying close attention to the study of policies such as employee stock ownership in mixed reform pilot enterprises.

2. After receiving the written report from Yili Company and Pan Gang himself, the public security organ in Hohhot arrested the suspects Zou Guangxiang and Liu Chengkun on suspicion of provocation and slander. At 9:30 on October 24, Zou Guangxiang was sentenced to one year in prison and suspended for one year and six months; Liu Chengkun was sentenced to eight months in prison.

3. Guangzhou Real Estate Intermediary Association promised "six no's" and no price difference; If the transaction fails, no intermediary service fee will be charged; Do not force services and issue invoices in a standardized manner; Do not employ dishonest practitioners; Do not make "Yin Yang contract"; Do not purchase or lease the houses that provide brokerage services.

4. NDRC: The revised Individual Income Tax Law should be implemented as soon as possible, relevant supporting systems and measures should be introduced, and the specific scope and standard of special additional deduction should be defined to ensure that it will be implemented from January 1 next year.

　　 Market view:

Wang Jun, an analyst with Huachuang Securities, said that the policy recovery is difficult to change the trend of fundamentals in the short term, but it can help to repair the valuation, so the market has the logic of oversold rebound. From the rebound direction, the growth elasticity of small and medium-sized enterprises with rapid contraction of early valuation is greater. On the one hand, the current policy pays more attention to solving the practical problems of small and medium-sized enterprises. Whether it is to resolve the risk of equity pledge through equity undertaking, or conditionally liberalize the policies of M&A, restructuring and refinancing, it is conducive to the valuation repair of growing enterprises; On the other hand, the pressure of the big blue chips facing the fundamental performance test is increasing, so it is expected that the next market style will be more balanced, SSE 50 Index and GEM 50 Index All have the opportunity to perform.

Editor in charge: Cao Jie