As of the close of the Shanghai and Shenzhen stock markets, the Shanghai Composite Index fell 0.25% to 3089.438+0 points; The Shenzhen Component Index fell 0. 15% to 10956.68. The GEM index fell 0.2 1% to 2,335.52 points.
From the perspective of the disk, the index is light and individual stocks are heavy. Recently, the popular Chinese prefix is facing a callback, and new and old energy sources are working together to do more. The pharmaceutical industry chain finally broke out, and the industry and concept sectors rose more and fell less, and the local money-making effect still existed. In terms of industry, batteries, traditional Chinese medicine, precious metals, real estate development, pharmaceutical commerce, motors, mining, real estate services, chemical raw materials and other sectors have outstanding performance; In terms of theme stocks, sodium ion batteries, hair care, solid-state batteries, COVID-19 drugs, in vitro diagnosis, COVID-19 testing, blade batteries, energy storage and other sectors were among the top gainers.
In terms of funds, the People's Bank of China1October 24th announced that in order to keep liquidity in the banking system reasonably abundant, the People's Bank of China launched a 7-day reverse repurchase operation with interest rate bidding on1October 24th, with the winning interest rate of 2.00%. Due to the 654.38+03.2 billion yuan reverse repurchase due today, the People's Bank of China realized a net withdrawal of 654.38+02.4 billion yuan in the open market today.
Portable electric furnace
Individual stock monitoring
Northbound capital
Southward funds
News surface
1. According to the Chinese government website, the State Council issued a reply. Agreed in Langfang, Cangzhou, Yuncheng, Baotou, Anshan, Yanji, Tongjiang, Bengbu, Nanping, Ningde, Pingxiang, Xinyu, Yichun, Ji 'an, Zaozhuang, Jining, Taian, Dezhou, Liaocheng, Binzhou, Heze, Jiaozuo, Xuchang, Hengyang and Zhuzhou. Cross-border electronic commerce Comprehensive Experimental Zone was established in 33 cities and regions including Yili Kazakh Autonomous Prefecture. The name is China (city or region name) cross-border electronic commerce Comprehensive Experimental Zone, and the specific implementation plan is issued by the local provincial people's government.
2. According to China News Network, at the regular press conference held by the Ministry of Commerce on 24th, Shu Yiting, a spokesperson of the Ministry of Commerce, said that in recent years, the scale of foreign capital utilization in China has increased steadily and the investment structure has been continuously optimized. Many multinational companies are optimistic about China's huge market potential, complete industrial system, complete infrastructure and stable social environment, increasing their investment in China, and accelerating the construction of a number of large-scale foreign-funded manufacturing projects.
3. According to the Securities Times, the Shanghai Municipal Development and Reform Commission and the Shanghai Municipal Finance Bureau issued the Measures for Supporting Special Funds for Renewable Energy and New Energy Development in Shanghai. The scope of support includes offshore wind power, conventional photovoltaic projects, photovoltaic building integration projects and other renewable energy projects supported by the municipal government. For conventional photovoltaic projects invested by enterprises, the project investors will be rewarded according to the actual power generation or on-grid power. Distributed photovoltaic projects that implement the electricity price of non-resident users reward the on-grid electricity, and other conventional photovoltaic projects reward the power generation. For photovoltaic building integration projects invested by enterprises, the project investors will be rewarded with electricity according to the actual power generation, and the reward period is 5 years.
4. The economic operation of the software industry from June 5438+0 to June 5438+00 released by the Operation Monitoring Coordination Bureau of the Ministry of Industry and Information Technology shows that the growth rate of software business income has rebounded slightly. From 1 to 10, China's software business revenue was 8421400 million yuan, up by 10.0% year-on-year, and the growth rate was 0.2 percentage points higher than that of the previous three quarters. The growth of total profit accelerated. From 1 to 10, the total profit of the software industry was 10047 billion yuan, up 4.5% year-on-year, and the growth rate was 1.8 percentage points higher than that of the previous three quarters.
Institutional point of view
For the current market, Shen Wanhongyuan pointed out that the short-term consolidation of Shanghai and Shenzhen stock markets is in the process of bottoming out. Although the running rhythm is weak, it is difficult to form a systematic decline, and it is more likely to choose to go up again after short-term consolidation; Be cautious in operation, but don't be pessimistic; Pay attention to events related to real estate and finance to drive blue chips, and related sectors related to new energy and new materials.
In addition, Everbright Securities pointed out that track stocks are the most concentrated direction for investors to hold positions this year, so track stocks rebounded and individual stocks performed much better. But no matter what style, the persistence of the rise is not very good under the background of limited risk preference repair.
Recently, it has been stressed that in the turbulent tug-of-war market, we must pay attention to stepping on the rhythm of defensive counterattack. In other words, we must make an ambush, because the current rebound environment is limited. The index continues to be sawed, and it is recommended to step on the rhythm when the index returns.
The agency further analyzed that there are limited opportunities to track stocks in a wide range, which is determined by the current market capacity and style factors. In the medium term, we can focus on the direction of agriculture, electric power and state-owned enterprise reform, and look for the direction of improving preferential policies.
Central china securities said that in the future, it is expected that the overall stock index will remain volatile, and at the same time, it is still necessary to pay close attention to the changes in policies, funds and external factors. We advise investors to keep 60% positions and pay attention to investment opportunities in engineering construction, new energy, power equipment and other industries in the short term.
Looking forward to the future, Capital Securities mentioned that the current macro fundamentals are in the stage of gradual restoration and consolidation, and the economies of key regions such as major economic provinces are accelerating steady development. With the continuous optimization of the real estate boosting policy, the market environment is expected to further improve. However, in the short term, the contradiction between market repair and the shortage of incremental funds still exists, and it is more likely that the plate will rotate and hot spots will alternate under the shock repair, so it is necessary to pay attention to the fund issuance dynamics and market capital flow.