1. Market Overview (June 13)
1. Mainland market: Shanghai Composite Index was 3255.55 points, down 0.89%, with a turnover of 512 billion; the Shenzhen Component Index was 11999.31 points, down 0.30%, with a turnover of 579 billion; the ChiNext Index was 2546.49 points, down 0.39%, with a turnover of 181.1 billion.
2. The financing balance of in the two cities : On June 10, the daily financing balance of Shanghai market was 782.3 billion, and the daily margin trading balance was 53.41 billion; the Shenzhen market was 674.7 billion, and the current margin trading balance was 22.88 billion.
3. Hong Kong market: Hang Seng Index fell 3.39% to 21,067.58 points; the State-owned Enterprise Index fell 3.54% to 7,340.52 points. Northbound funds sold a net sale of 13.519 billion yuan on the same day.
4. Fund Index : Shanghai Stock Exchange Fund Index fell 0.95% to 6798.94 points; Shenzhen ETF fell 0.94% to 1496.46 points.
5. Bond Index : Treasury bond index latest price 195.25, up 0.01%; Shanghai Enterprise Bond 30 latest price 164.81, up 0.02%; Enterprise Bond Index latest price 264.02, up 0.03%; Shanghai Corporate Bond Price 222.34, up 0.02%.
6. Futures Market : CSI main force fell 0.40% to 6217.8 points; Shanghai gold main force rose 1.55% to 404.22 points; crude oil main force fell 2.19% to 753.5 points.
2. Unit net worth day ranking (June 13)
1. Stock Fund : daily growth rate ranking is Huabao CSI Rare Metal Index Enhancement Initiative (2.43%), Huabao CSI Rare Metal Index Enhancement Initiative (2.42%), and Fuguo CSI New Energy Vehicle Index (LOF) (2.23%).
2. Mixed Fund: The top three in -day growth rate are Qianhai Kaiyuan Shanghai-Hong Kong-Shenzhen Core Resources Mixed (3.40%), Qianhai Kaiyuan Shanghai-Hong Kong-Shenzhen Core Resources Mixed (3.39%), and Qianhai Kaiyuan Gold, Silver and Jewelry Mixed (3.04%).
3. Bond fund: The top three in -day growth rate are Baoying Rongyuan Convertible Bond (0.85%), Cathay Double Benefit Bond (0.78%), and Cathay Double Benefit Bond (0.75%).
4. ETF Fund: The top three -day growth rate are education ETF (5.71%), battery 50 ETF (3.50%), and rare metal ETF Fund (3.27%).
3. Institutional refinement
1. Tianfeng Securities : US inflation hits a new high. For A-share market , in the past month, long window period, in addition to the domestic epidemic subsidence, policy increase, and regulatory shift, the expectation of overseas interest rate hikes is also a core factor. , while US inflation hits a new high, it is difficult for A shares to go directly to the independent market, and the impact of overseas liquidity ( US bond interest rate) on valuation and the impact of foreign demand on export manufacturing are still mandatory factors.
2. CICC: Overall, with the support of fiscal easing, the current liquidity environment is already loose enough. Although affected by the epidemic in May, M2 and social financing continued to rebound, proving the policy's determination to relax liquidity supply. This liquidity supply comes from bank credit on the one hand, and also comes from active fiscal easing on the other hand. In addition, the current market interest rate is far lower than the policy interest rate. The last time this happened was when the epidemic in 2020 was affected. Looking ahead, a loose liquidity environment may continue to exist, which will benefit asset prices. Although has loose liquidity, the economy has not yet seen a clear rebound. Under the conditions of loose liquidity, if the epidemic eases, we expect economic recovery to be expected.
4. Selected announcement
1. Shanghai Ganglian : Before resuming work, the company has strengthened management and training in response to the impact of the epidemic, actively implemented various response measures, overcome adverse factors, and minimized the impact of the epidemic on the company's operations.After resumed work on June 6, as the epidemic improves, the company's work has been carried out in an orderly manner, and will strive to achieve the company's annual performance goals.
2.Vanke Enterprise : On June 13, Vanke Enterprise Co., Ltd. issued an announcement stating that on that day, the company repurchased 9.72 million A-shares, with a repurchase price of 17.39 yuan/share-17.82 yuan/share, a total of about 170 million yuan. Since the disclosure of the repurchase plan, has been subject to the constraints of disclosure conditions and other reasons, Vanke was once slow to repurchase. When the agreed repurchase period was less than one month away, Vanke started to make full efforts and continued to increase its repurchase efforts.
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5. Editor-in-chief message
Public funds have been very popular in the past two years. If the returns of equity funds have been affected by the stock market since the beginning of this year, the overall profitability of public funds is relatively good, and they have also achieved a certain reputation in society.
In this environment, the public fund team is growing stronger and stronger.
As of June 13, there have been 1,056 new fund managers in the past two years, and the total number of domestic fund managers has reached 3,019. , among which the proportion of fund managers who have been in for less than two years is as high as 34.98% of . More than 60% of fund managers have been in the industry for less than five years.
is better or better for fund managers' working years, generally speaking, the longer the better, because we can see their overall returns over the long term.
The stock market also has cycles, and some cycles may only repeat every cycle for 5 or even 10 years. Fund managers who have been in the business for too short may not understand the trend of longer cycles.
6. Media Selection
21 Caiwenhui: Yesterday, the lithium ore index performed averagely, but days Qi Lithium Industry hit a new high of 121.66 yuan during the session, and from the low of 58.05 yuan on April 27, the increase doubled. This is a comprehensive rebound of stocks in sector html stocks. To date, among the 14 -component stocks included in the Wind lithium mine sector, 8 individual stocks have recovered the "lost land" when the market fell in April this year and achieved positive returns this year. The market value difference between the two leaders of Ganfeng Lithium Industry and the market value of Ertianqi Lithium Industry is also rapidly narrowing.
China Securities Journal: China Financial Management Network data shows that as of now, the bank wealth management market has issued a total of 17 " specialized and new " themed bank wealth management products. From the perspective of product types, there is one "specialized, specialized and new" theme financial management for fixed income and equity, which is issued by Bank of Communications and China Merchants Bank Wealth Management and China Merchants Bank Wealth Management respectively. The other 15 are mixed products (issued by Bank of China Wealth Management). Since the beginning of this year, bank wealth management companies have conducted research on Science and Technology Innovation Board and GEM , which is much more intense than the same period last year.
China Fund News: Yesterday, virtual currency was "blood-slaughtered". As of press time, Bitcoin fell below the $25,000 mark to $24,678.7, falling more than 10% in 24 hours, setting a new low since December 2020. Ethereum's decline was even more tragic, falling below $1,300, falling more than 13% in 24 hours, hitting a new low since March 2021. In addition, other currencies have also experienced significant declines to varying degrees. data shows that in the past 24 hours, more than 170,000 people have lost their positions, with the total amount of liquidation as high as US$725 million.
7. Overseas vision
Reuters: U.S. consumer prices accelerated in May, recording the largest annual increase in nearly 40 and a half years. After CPI grew by 0.3% in April, it increased by 1.0% in May, and was predicted to be a month-on-month increase of 0.7%. in May CPI increased by 8.6% year-on-year, the largest year-on-year increase since December 1981, and rose by 8.3% year-on-year in April. In May, core CPI increased by 0.6% compared with the previous month, the same as the growth rate in April.Core CPI increased by 6.0% year-on-year in May. April saw an increase of 6.2%.
Bloomberg: As the unexpected high U.S. inflation stimulated investors to rush to reprice on Monday's prospect of the Federal Reserve hike rate , U.S. Treasury yields soared and the dollar strengthened. Fed's policy decision on Wednesday is expected to be hike rate 50 basis points. Traders believe that the possibility of the Fed hike rate three-quarters percentage point in July is 50-50, and Barclays becomes the first large bank to predict the Fed will raise interest rates by 75 basis points this week. biennial U.S. Treasury yield rose to a 15-year high of 3.19%, while the 10-year Treasury yield rose 4 basis points to 3.20%.
8. Core viewpoint
Pingyange:
Pingyange: The stocks I hold are basically scattered in different industries. When track stocks rose sharply last year, steady stocks adjusted, while when track stocks fell sharply this year, stable stocks were extremely strong, and the returns were much smoother. The idea of funds is slightly different from stocks. I hold funds one is to buy indexes and the other is to buy fund managers.
yetan: The US CPI in May exceeded expectations, making investors' expectations of inflation coming to a peak and fall. The high inflation data also intensified the market's concerns about the economy falling into recession, and The US economy may inevitably "hard landing".
Half Buddha Immortal : In the process of promoting the game between employees and managers, if you want to avoid being delayed, or simply think of learning ability on a higher platform, you must look at the problem from the perspective of managers' interests. There are many things, and you can understand your face when you look at your butt.
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