Digital currency of Tianfeng securities
U.S. stocks rose sharply on Friday night, especially apple, Amazon, Google, Tesla and other technology stocks are approaching the previous high point, it seems that the bull market is coming again. Although the U.S. stock market rebounded strongly after the sharp fall in March, we can not avoid the weak state of the U.S. economy, which will restrict the U.S. stock market from reaching a new high. What impact does Friday's U.S. stock market rally have on a shares? I think there are two possibilities for a shares on Monday:
it is necessary to pay attention to the decline of technology shares by opening higher. In general, strong shock, stock wonderful is the main style! Specific operation, long high minus a warehouse, high quality did not move, waiting for; The price of 000581, which had not moved in the early stage, mainly considered the extremely low P / E ratio and high dividend. When it was changed, it was bought to carry out defensive counterattack. According to the facts of the disk, we should make a reasonable layout, fully accept the red May and predict the rise of the disk. We don't need a big pattern, but we need to be pragmatic and earn money
generally speaking, a shares should not rise sharply next Monday, and there is still the possibility of small rise, but I think the possibility of narrow range shock and adjustment is greater. No matter which trend does not affect A-share is optimistic. We must have the ability of independent judgment when we invest in the stock market. We can't follow others' advice. Sometimes we have to have reverse thinking
Jingdong finance is relatively safe. Only earnings decline and account risk. However, the overall level of financial income of Jingdong is relatively low, with an annual rate of return of less than 7%, so it is still at a loss for financial management
Jingdong finance encountered a run crisis, which was later proved to be false news. At present, in the normal operation of Jingdong finance, Jingdong finance has obtained evidence and reported the case to the public security organ, using legal means to safeguard its legitimate rights and interests. You can rest assured that through Jingdong financial investment and financial management, you can pay attention to risk control when choosing procts
selected financial and economic news. We will unswervingly consolidate and develop the public sector of the economy and unswervingly encourage, support and guide the development of the non-public sector of the economy. We should strengthen anti-monopoly and prevent disorderly expansion of capital, and resolutely safeguard the market environment of fair competition The national development and Reform Commission, the Ministry of science and technology, the Ministry of instry and information technology, the Ministry of finance, the Ministry of Commerce, the people's Bank of China, the State Administration of market supervision and the all China Federation of instry and commerce are responsible according to their respective responsibilities. Relevant policies will be issued before the end of September and will be continuously promoted ring the year)
source: Securities Times Network
five ministries and commissions: guide and increase financial support to promote the healthy and orderly development of wind power and photovoltaic power generation instry
the National Development and Reform Commission, the Ministry of finance, the central bank, the China Banking and Insurance Regulatory Commission, and the National Energy Administration issued a notice on guiding and increasing financial support to promote the healthy and orderly development of wind power and photovoltaic power generation instry. According to the notice, financial institutions negotiate with renewable energy enterprises to extend or renew loans in accordance with the principle of commercialization. For the renewable energy enterprises with large short-term repayment pressure but promising future development prospects, financial institutions can, in accordance with the principle of controllable risk, on the basis of independent negotiation between banks and enterprises, extend the loan, renew the loan or adjust the repayment schele and term according to the actual and expected cash flow of the project
source: the central bank website
the national development and Reform Commission and other 28 departments jointly issued the implementation plan for accelerating the cultivation of new consumption
recently, in order to implement the deployment requirements of the opinions of the general office of the State Council on accelerating the development of new consumption led by new formats and new models, the national development and Reform Commission, the Ministry of instry and information technology, the Ministry of finance, the Ministry of finance, the Ministry of finance, the Ministry of Finance, the Ministry of instry and information technology, the Ministry of finance, the Ministry of 28 departments and units, including the Ministry of human resources and social security, the Ministry of Commerce, the Ministry of culture and tourism, the people's Bank of China, the General Administration of market supervision and the State Post Office, jointly issued the implementation plan for accelerating the cultivation of new consumption The implementation plan is in line with the key tasks of the opinions, adheres to the unity of goal orientation and problem orientation, further refines and deepens the policy content, puts forward 24 policy measures in four aspects, and strives to break down the institutional barriers restricting residents' consumption and encourage the development of new consumption formats and models
source: Securities Daily
will global food price rise affect China? Ministry of Commerce: it is difficult for the prices of agricultural procts to rise sharply
on March 25, the Ministry of Commerce held a regular press conference. In response to the recent global food price rise, Gao Feng, a spokesman for the Ministry of Commerce, said that at present, the proction situation of major domestic agricultural procts is stable, the proction capacity of live pigs continues to recover, and the supply of poultry, eggs and vegetables increases with the rising temperature. On the whole, the price of edible agricultural procts is difficult to rise significantly
source: cover news
central bank survey: in the first quarter of 2021, more than 30% of entrepreneurs thought that they would "increase profits or decrease losses" compared with the previous quarter
according to the questionnaire survey report on entrepreneurs in the first quarter of 2021 released by the people's Bank of China on the 25th, the macroeconomic heat index of enterprises in the first quarter of 2021 was 38.9%, 4.5 percentage points higher than that in the previous quarter, 26.5 percentage points higher than the same period last year; The export order index was 41.8%, down 4.6 percentage points from the previous quarter and up 22.7 percentage points from the same period last year; 33.3% of the entrepreneurs thought that compared with the previous quarter, "profit or loss increase or decrease", 39.5% thought that "profit and loss remain unchanged", and 27.2% thought that "profit or loss increase or decrease"
source: Xinhua Finance and Economics&# 160; &# 160;&# 160;&# 160;&# 160;&# 160; Investment consultant; Cai Jin and Chen 160; Registered Investment Consultant Certificate No.: s0260611090020)
market focus
market comments: the trading volume hit a new low in the near future, the market maintained a weak and volatile trend
the market indexes of the two cities were shocked and sorted out on Thursday, and the total trading amount of the market decreased compared with the previous trading day. Specifically, the Shanghai stock index closed 0.10% lower at 3363.59; The Shenzhen Composite Index rose 0.1% to close at 13421.2; Gem rose 0.81% to close at 2656.0
on the disk, the concept stocks of digital currency, secondary new stocks and coal stocks were active, with the top gainers, while the environmental protection stocks and power stocks were poor, with the top gainers. The trading volume of the market has shrunk to below 700 billion, and the index also shows signs of stopping falling. It is expected that the market will remain weak and volatile in the short term
In terms of operation, it is suggested to avoid high-level subject stocks; In terms of opportunities, focus on banks, securities companies, carbon and environmental protection concept stocks and indivial stocks with good performance(investment consultant & Company); Yu Dechao & Chen 160; Registered Investment Consultant Certificate No.: s0260613080021)
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macro point of view: Central Bank: prudent monetary policy should be flexible, accurate, reasonable and appropriate, and grasp the time and effect of the policy
the first quarter of 2021 (the 92nd session in total) regular meeting of the monetary policy committee of the people's Bank of China was held in Beijing on March 24
The meeting analyzed the economic and financial situation at home and abroad. The meeting held that since the beginning of this year, we have adhered to the overall planning of epidemic prevention and control, economic and social development, and sustained economic recovery. The steady monetary policy maintains continuity, stability and sustainability, the expected management is scientific and effective, the necessary support for economic recovery is maintained, the financial risk is effectively prevented and controlled, and the quality and efficiency of financial services for the real economy are graally improved. The reform of the quoted interest rate in the loan market continued to release dividends, the efficiency of monetary transmission was enhanced, the loan interest rate fell steadily, the RMB exchange rate was generally stable, and the two-way floating flexibility was enhanced, which played the role of macroeconomic stabilizersource: China government website
comments: a prudent monetary policy should be flexible, accurate, reasonable and moderate, grasp the policy time effect, maintain reasonable and sufficient liquidity, maintain the growth of money supply and social financing scale, basically match the economic growth, and maintain the basic stability of macro leverage ratio. The central bank's statement conveys the message to the market that the macro monetary policy has maintained consistent stability and will not make a "sharp turn". This news has a positive impact on the market, which is concive to easing the worries of investors in the current market
Investment consultant; Cai Jin and Chen 160; Registered Investment Consultant Certificate No.: s0260611090020)
public utilities instry: under the background of carbon neutrality, the value of energy interconnection and distribution energy saving is expected to be reassessed
the fast forward key has been pressed for national energy transformation, and the urgency of energy transformation is strong under the commitment of carbon neutrality and carbon peak. China's "carbon peak" to "carbon neutral" is only 30 years, which is lower than the transition period of 50-70 years in Europe and the United States. Under the commitment of carbon neutral, the acceleration of energy transformation is imminent. China's power sector has the largest amount of emission rection and the highest proportion of emission rection. The emission rection target accounts for more than 40% of the emission rection of energy activities. Energy saving of distribution network can effectively solve the outstanding problems of large reactive power loss, low terminal voltage and high line loss rate, which can rece the line loss by about 30%. Although the line loss rate of China's power grid has decreased significantly in recent years, compared with Japan, Germany, South Korea and other countries, the line loss rate of China's power grid is still at a high level. Considering the large land area and large number of long-distance transmission lines in China, it is estimated that the line loss rate will reach 4.12% in the future. Since the energy-saving business of distribution network mainly obtains the revenue source according to the energy-saving electricity and the benefit sharing ratio agreed in the contract, assuming that the electricity sales and price of the State Grid remain unchanged, it is estimated that the energy-saving market space of China's distribution network can reach 45.9 billion / year in the future
source: Tianfeng Securities Research Report
comments: under the vision of carbon neutral, the transformation of energy structure is accelerated, and the future power grid is expected to realize automation and informatization through the energy Internet, improve the effect of resource allocation, optimize the allocation of clean energy, "new infrastructure" related policies and the growth of investment scale of the State Grid will promote the market space growth of power Internet of things and distribution network energy saving instry, Due to the graal maturity of instry technology and the decline of line loss rate of distribution network, the asset value of power Internet of things and distribution network energy-saving enterprises is facing revaluation
(investment consultant Yu Dechao Registered Investment Consultant Certificate No.: s0260613080021)
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new stock purchase tips
Zhongzhou special material purchase code 300963, purchase price 12.13 yuan
Zhiyang innovation's purchase code is 787191, and the purchase price is 11.38 yuan
mingda's purchase code is 787636, and the purchase price is 34.5 yuan
recommendation of key indivial stocks
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