Semiconductor plate strength

The three major A-share indexes opened in a collective high, with the three indexes rising in the early trading, the gem index up 1.32%, Shanghai index up 0.45%, and Shenzhen index up 0.59%. Semiconductor, coal, nonferrous metals and steel plates are constantly strengthening, and the Baijiu plate is warming up, and Shanxi Fen Liquor has risen by more than 3%. On the panel, semiconductor, coal, nonferrous and other sectors rose in the front, while clothing home textile, seed industry, banks and other sectors fell in the top.

Yesterday, a shares fell 2 trillion, in response to the big drop, securities analysts have expressed their opinions, the decline will not continue, the market will stabilize at any time; The pattern of dominant growth style will continue, and the future is expected to continue to win; Grasp the structural investment opportunities of a shares; Autonomous control is the trend of the middle period difficult to reverse; The overall market valuation is not high, whether it is A-share or Hong Kong stock.

Generally speaking, the market callback is the result of policy, valuation, liquidity and position adjustment of public funds. Although the short-term market or the case shaking pattern is large under the influence of panic mood, the basic aspect of a share has not changed, and the adjustment of stock price provides a good opportunity for high-quality companies to intervene. In terms of allocation, several fund companies suggest focusing on the sectors and stocks with reasonable valuation and strong performance certainty.

Market news:

1. Liu He: small and medium-sized enterprises are good for China’s economy

This morning, the National Summit Forum on “special and special new” SMEs was held in Changsha, with the theme of “special and special new achievements in the future”. At the opening ceremony, Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, delivered an online speech. Liu he said that if small and medium-sized enterprises are good, China’s economy will be good. Small and medium-sized enterprises are the main body of the market and the main force to ensure employment. A common law is that where small and medium-sized enterprises develop well, the economy is very good. Dynamic small and medium-sized enterprises and diversified and differentiated economic ecology are the most important guarantee for China’s economic resilience. Therefore, we should firmly support the development of small and medium-sized enterprises.

2. Liu He: at present, scientific and technological innovation is not only a development problem, but also a survival problem

This morning, the National Summit Forum on “special and special new” SMEs was held in Changsha, with the theme of “special and special new achievements in the future”. At the opening ceremony, Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, delivered an online speech. Liu he said that the soul of “specialization, special and new” is innovation. At this stage of China’s economic development, scientific and technological innovation is not only a development problem, but also a survival problem. Our emphasis on “specialization and innovation” is to encourage innovation and achieve specialization, refinement and characteristics. All entrepreneurs should focus on their main business, hard work internal skills and strengthen innovation in the direction of “special and special new”, and make the enterprise a “singles champion” or “supporting expert” who master unique skills.

3. Bureau of Statistics: commodity prices continue to run at high levels, squeezing the profit space of enterprises; there are still short board weaknesses in the supply chain of industrial chain

When interpreting the profit data of industrial enterprises, Zhu Hong, Senior Statistician of the industry department of the National Bureau of statistics, said that overall, the profits of industrial enterprises recovered stably and the operating conditions continued to improve in the first half of the year. However, it should also be noted that the imbalance in the recovery of enterprise benefits still exists, the profit recovery of private, small and micro enterprises is relatively slow, the continuous high operation of commodity prices squeezes the profit space of enterprises, and there are still short board weaknesses in the industrial chain supply chain. In the next step, we should maintain the continuity, stability and sustainability of macro policies, continue to deepen the supply side structural reform, vigorously support the development of the real economy, further do a good job in ensuring supply and stabilizing prices, help enterprises solve difficulties, and promote the sustainable and healthy development of the industrial economy.

4. The total profit of state-owned enterprises increased by 1.1 times from January to June

According to the Ministry of finance, the total profit of state-owned enterprises in January June was 2388.31 billion yuan, an increase of 1.1 times year-on-year, with an average growth of 14.6% in two years. Among them, central enterprises reached 1586.58 billion yuan, a year-on-year increase of 1.0 times, with an average increase of 14.2% in the two years; Local state-owned enterprises amounted to 801.73 billion yuan, a year-on-year increase of 1.5 times, with an average increase of 15.4% in the two years. From January to June, the total operating income of state-owned enterprises was 35414.31 billion yuan, an increase of 27.7% year-on-year ②, and an average growth of 9.6% in two years.

5. The balance of financing between the two cities increased by 2.91 billion yuan

As of July 26, the balance of the SSE’s financing was 88.4 billion yuan, an increase of 2.676 billion yuan compared with the previous trading day; The financing balance of Shenzhen Stock Exchange was reported as 783.864 billion yuan, an increase of 235 million yuan over the previous trading day; The total amount of the two markets was 1667.937 billion yuan, an increase of 2.91 billion yuan compared with the previous trading day.

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