Yesterday A shares
June 28, The broader market bottomed out rebounded and fluctuated higher throughout the day, and the Shanghai Stock Index once again stood at the 3,400-point mark after more than three months. On the market, the tourism, catering, and hotel sectors led the gains, while the breeding stocks, monkeypox concept, and precious metals sectors adjusted.
Overnight external market
U.S. stocks The three major indexes opened high and moved low collectively closed down, with the Dow Jones Industrial Average falling 1.56%, S&P 500 Index falling 2.01%, and the Nasdaq Composite Index falling 2.98%. technology stocks were among the top losers, and most of the popular Chinese concept stocks fell.
Breaking News
. ETF trading under the Stock Connect will begin on July 4th. The first list of included targets will be released. On the evening of June 28, China Securities Regulatory Commission and Hong Kong Securities Regulatory Commission issued a joint announcement announcing ETF trading under the Stock Connect. Will start on July 4, 2022. On the evening of the same day, the first list of underlying ETFs was released. Among them, there are 53 Shanghai Stock Connect ETFs, a total of 30 Shenzhen Stock Connect ETFs, and a total of 4 Hong Kong Stock Connect ETFs.
Among them, the Shanghai-Hong Kong Stock Connect ETF covers core broad-based products such as 50ETF, 180ETF, and 300ETF, as well as representative industry theme products such as biomedicine , semiconductors, and new energy. Shenzhen Stock Connect ETF covers core broad-based products such as GEM ETF and CSI 300 ETF , as well as representative industry theme products such as biotechnology ETF, chip ETF, carbon neutral ETF.
Sun Yu, an analyst at Guotai Junan, said that the inclusion of ETF into the interconnection will enrich the varieties of asset allocation and enhance the diversification level of asset allocation. Therefore, the liquidity of related ETF products is expected to improve significantly and further improve the investor structure of ETF in the A-share market.
▼The Shanghai and Shenzhen Stock Exchanges announced the list of Hong Kong Stock Connect ETFs that meet the inclusion requirements, a total of 4.
▼The Hong Kong Stock Exchange announced the initial list of northbound qualified ETFs, including 53 Shanghai-Hong Kong Stock Connect ETFs and 30 Shenzhen-Hong Kong Stock Connect ETFs.
. The ninth version of the new coronavirus prevention and control plan was released. The tourism sector ushered in major benefits The Joint Prevention and Control Mechanism of the State Council released the ninth version of the new coronavirus prevention and control plan, which changed the isolation and control time for close contacts and entry personnel from "14 days" "Isolation medical observation + 7 days of home health monitoring" was adjusted to "7 days of centralized isolation medical observation + 3 days of home health monitoring". In addition, Shanghai Disneyland also announced that it will resume operations on June 30.
Zhang Zhining, deputy director of the Strategic Research Center of Ctrip Research Institute, believes that the release of the "Plan" will help further activate the vitality of residents' consumption and promote the accelerated recovery of the tourism market. Looking forward to the market in the second half of the year, the post-epidemic recovery sector is also one of the sectors mainly recommended by many brokerages.
, Vanke Yu Liang: The short-term real estate market has bottomed out and the recovery will be slow and moderateOn the afternoon of June 28, Vanke held its 2021 annual shareholder meeting. Yu Liang, chairman of Vanke's board of directors, said that in the short term, the property market has bottomed out, but recovery will be a slow and gentle process. He pointed out that the real estate industry has two major advantages. One is the huge market size. Although the scale may have declined after the industry entered a new stage of development, it is still a market worth 10 trillion yuan.
CITIC Securities believes that the marginal recovery in sales data indicates that the bottom of market fundamentals may have appeared. The accumulation of demand-side policies and the weakening of the impact of local epidemics will further promote the recovery of market confidence. Real estate sales are expected to continue to increase in the second half of the year. The performance differentiation of enterprises has intensified, and the market advantages of high-credit enterprises with strong development capabilities, high delivery certainty, and guaranteed housing quality have gradually become prominent.
- . Ministry of Industry and Information Technology: Timely organize and carry out access pilot for intelligent connected vehicles
Zhongtong Bus: The verification work is still in progress. The stock will continue. Trading suspension.
Triple Board. Yinbaoshan New: The company has no automotive thermal management business.
Blu-ray Development: 10.87% of the shares held by the controlling shareholder have been judicially prosecuted. Auction
Nanotechnology: Shareholders plan to reduce their holdings by no more than 3%
Aolian Electronics: Shareholder Liu Junsheng plans to reduce their holdings by no more than 3%
Ningbo Color Masterbatch: Multiple shareholders plan to reduce their holdings by no more than 2.39%
Baibang Technology: The controlling shareholder plans to reduce its holdings by no more than 2.04% of the shares
Shin Kong Pharmaceutical : The shareholders plan to reduce their holdings by no more than 2% of the shares
Weiao shares : The shareholders plan to reduce their holdings by no more than 2% of the shares
On June 28, at the 2022 China Automobile Supply Chain Conference and the First China New Energy Intelligent Connected Vehicle Ecological Conference, the Automotive Management Division of the Equipment Industry Department of the Ministry of Industry and Information Technology Chairman Wu Feng said that the Ministry of Industry and Information Technology will coordinate efforts on both supply and demand sides, make forward-looking plans, and actively promote the construction of a new intelligent ecosystem. Focus on key technologies for new energy vehicles and intelligent connected vehicles such as charging and swapping facilities, new generation battery technology and materials, basic operating systems and application software, encourage enterprises to increase R&D and innovation, and organize and carry out pilot projects for access to intelligent connected vehicles in a timely manner , actively promote industrial application.
Lin Rongxiong, chief analyst of strategy at Essence Securities, said that in the second half of the year, the A-share market is expected to achieve an upward shift in the center amid the subsequent shocks, and the boom investment strategy will return. Structurally, the general direction of investment is the industrial trends of the "14th Five-Year Plan": greening, high-end, digital intelligence (intelligence, integration and digital), firmly grasping the industrial wave of new energy vehicles and automobile industry chain , cars are becoming a new innovation platform.
CITIC Securities believes that on the auto parts track, from the perspective of penetration and , it is recommended to pay attention to panoramic glass roofs, HUDs and air suspensions. The current penetration rates of the three are still low and their medium and long-term growth rates are relatively fast.
Risk warning
Institutional highlights
Chief Economist of Essence Securities Gao Shanwen believes that the market has now entered a valuation repair process. Some short-term adverse factors are gradually being eliminated and alleviated. Superimposed on very obvious liquidity improvements, the valuation repair is still continuing. It can be said that even though the market has experienced a relatively obvious rise, the current valuation level of A shares is still not very high from a historical perspective.
Centaline Securities pointed out that the A-share market first declined and then rose on Tuesday, with slight fluctuations and rose. The financial industry rose in late trading, pushing the Shanghai Stock Index to break through the 3,400-point integer mark in one fell swoop. The rebound since 2,863 points is still advancing. middle. In the future, the overall stock index is expected to continue to fluctuate upward, and it is still necessary to pay close attention to changes in policy, funding and external factors. It is recommended that investors pay attention to investment opportunities in automobiles, consumption, aerospace military industry, electronic components and some cyclical industries in the short term, and continue to pay attention to investment opportunities in low-valuation blue-chip stocks in the mid-term.
Fund Radar
Industry Fund Flow
Stocks Fund Flow
Northbound Funds
According to the intelligent monitoring of 21 Investment Pass (WeChat ID: touzit21), on June 28, northbound funds bought 4.648 billion yuan in net, among which the Shanghai Stock Connect net bought Income was 1.686 billion yuan, and Shenzhen-Hong Kong Stock Connect net buying was 2.962 billion yuan.
In terms of net buying amount, northbound funds ranked first in increasing their holdings in the brewing industry, with a net buying amount of 1.224 billion yuan, followed by the power industry, with a net buying amount of 653 million yuan.
Northbound funds reduced their holdings in the semiconductor industry the most, with a net sales amount of 756 million yuan, followed by the precious metal industry, with a net sales volume of 519 million yuan. In terms of
stocks, northbound funds made net purchases of Kweichow Moutai (600519.SH), BYD (002594.SZ), Midea Group (000333.SZ), China Ping An (601318.SH), and Three Gorges Energy (600905.SH) ranks first.
Northbound funds net sold Zijin Mining (601899.SH), Wingtech Technology (600745.SH), Sanhua Intelligent Control (002050.SZ), Longi Green Energy (601012.SH), Xingfa Group (600141.SH) ranks first.
Trading Tips
(Disclaimer: The content of this article is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.)
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