Gem index rose more than 1%

In early trading, the three major A-share indexes opened low and went high, turning red collectively. The gem index rose 1.21%, the Shanghai index rose 0.62% and the Shenzhen Composite Index rose 0.88%. Stimulated by the news, the sports sector set off a wave of trading, and many stocks such as Jinling sports and China sports industry rose. New crown detection concept stocks collectively adjusted, Bohui innovation fell by more than 9%, and individual stocks such as Mike biology fell one after another. The whole vehicle sector rose, and Jiangling Automobile, Futian Automobile and Haima automobile rose by the limit. Semiconductor, lithium battery, military industry, nonferrous metals and other sectors rose and strengthened. Medical devices, assisted reproduction, agricultural services and other sectors weakened. On the disk, sports, automobile, semiconductor and other sectors led the rise, while Xinguan testing, medical devices, agricultural services and other sectors led the decline.

Market news:

1. The State Council issued the national fitness plan: to drive the total scale of the national sports industry to reach 5 trillion by 2025

The State Council issued the national fitness plan (2021-2025)《 The plan specifies that by 2025, the public service system for national fitness will be improved, the people’s physical fitness will be more convenient, the fitness enthusiasm will be further improved, the number of participants in various sports will continue to increase, the proportion of people who often participate in physical exercise will reach 38.5%, and the number of counties (cities, districts), towns (streets) Administrative village (community) three-level public fitness facilities and community 15 minute fitness circle have achieved full coverage, with 2.16 social sports instructors per 1000 people, driving the total scale of the national sports industry to reach 5 trillion yuan《 The plan puts forward eight main tasks, including increasing the supply of venues and facilities for national fitness, promoting the high-quality development of sports industry, creating a social atmosphere for national fitness, etc.

2. In July, Caixin China’s service industry PMI rebounded to 54.9, 4.6 percentage points higher than that in June

The Caixin China general service industry business activity index (service industry PMI) released on August 4 recorded 54.9, a sharp increase of 4.6 percentage points from the 14 month low in June, indicating that the service industry rebounded rapidly with the advent of summer and the end of the epidemic in the Pearl River Delta.

3. China Automobile Association: in July, the sales volume of the automobile industry was estimated to be 1.82 million, a year-on-year decrease of 13.8%

According to the ten day report of key enterprises according to the statistics of China Automobile Industry Association, in July 2021, the sales volume of the automobile industry is estimated to be 1.82 million, a month on month decrease of 9.7% and a year-on-year decrease of 13.8%; In terms of categories, the sales of passenger cars decreased by 11.2% year-on-year, and the sales of commercial vehicles decreased by 27.1% year-on-year. From January to July, the cumulative sales volume of the automobile industry is estimated to be 14.71 million, a year-on-year increase of 19%; In terms of categories, the sales of passenger cars increased by 20.5% year-on-year, and the sales of commercial vehicles increased by 13.3% year-on-year.

Institutional perspective:

1. Zhongyuan Securities: investors are advised to pay close attention to investment opportunities in pharmaceutical manufacturing, securities companies and other industries in the short term

Zhongyuan Securities pointed out that on Tuesday, the A-share market surged higher and was blocked, with a slight shock consolidation. Due to the film and television industry with the shock and decline of Hong Kong’s Hang Seng Index, the stock indexes of the two cities jumped lower and opened lower in the morning. With the continuous rebound of core assets such as medicine, wine making, consumption and port water transportation, the stock index rebounded step by step, and the new energy lithium battery, Aerospace Military Industry and cycle industry fell in the afternoon, Dragged down the stock index again, and the Shanghai index basically consolidated around 3450 points throughout the day. At the beginning of this month, the market style changed again. Industries such as medicine, wine making, consumption and software services began to strengthen in turn. Early hot spots such as new energy lithium battery, photovoltaic, Aerospace Military Industry and cycle industry began to ebb. The overall market still maintained an operating pattern of range shock. It is suggested that investors continue to pay attention to the changes in policy and capital. It is expected that the short-term shock of the Shanghai index around the annual line is more likely, and the short-term slight consolidation of the gem is more likely. We suggest that investors pay close attention to the investment opportunities in pharmaceutical manufacturing, brokerage trust and software services in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.

article links:Gem index rose more than 1%

Reprint indicated source:Spark Global Limited information


©Spark Global Limited Financial information & The content of the website comes from the Internet, and any infringement links will be deleted.