Special topic: institutions with uncertainty about long-term stock market growth suggest looking for pricing opportunities in two aspects.
According to the news on May 23, the three major stock indexes opened low in early trading, and the North Stock Exchange 50 index rose more than 3% in intraday trading. In terms of the plate, the concept of PEEK materials rose sharply, Huami new materials rose more than 20%, Kent shares 20cm rose by the daily limit, consumer electronics concept was collectively active, AI PC concept continued to be strong, Yingli shares 20cm rose three consecutive boards; the defense and military industry plate strengthened, Tianhai Defense and Xinyu National Science rose more than 10%, and Great Wall military industry rose by the limit. In terms of decline, non-ferrous stocks continued to pull back, gold stocks led the decline, Hainan Mining and Yulong shares led the decline; the education sector fluctuated lower, * ST Meiji fell by the limit; real estate stocks continued to pullback, Hainan Expressway fell nearly 9%. Overall, individual stocks showed a general downward trend, falling more than 4300 stocks.
By lunchtime close, Prev was at 3126.Slottywaycasinonodepositbonus.82 points, down 1.00%; Shencheng Index, 9577.91 points, down 1.19%; and Chuangxin Index, 1859.45 points, down 0.98%.
On the disk, PEEK materials, AI PC, electronic chemicals plate led the rise, precious metals, real estate development, dye plate led the decline.
Hotspot plate:
1. National defense industry
Tianhai Defense, Xinyu National Science, Great Wall military Industry, Shengnan Technology and other stocks are active.
On the news, the eastern theater released a schematic map of the "United Sword-2024A" exercise area. From 23 to 24 May, the eastern theater of the Chinese people's Liberation Army organized the army, navy, air force, and rocket forces of the theater to carry out the "United Sword-2024A" exercise around the island.
2. PEEK material
Huami new materials, Fuheng new materials, Chongde technology, Walter shares and other shares strengthened.
On the news, MordorIntelligence pointed out that the PEEK material industry is in a period of rapid development, with the PEEK market reaching 5.6 billion yuan in 2024 and 8.23 billion yuan in 2029.
Message side:
1. [fire broke out on the first day of listingSlottywaycasinonodepositbonusToday, the yield of "24 Special Administrative country 01" has exceeded that of 4bp] the first super-long special treasury bond of this year, "24 Special Treasury 01", began to pull back sharply after rising twice during the day yesterday, falling by about 0.8% at the beginning of trading today, and the opening yield of 2.5457% was about 3.87bp higher than the closing price on the first day of listing. As of 11:00, the lowest level of "24 Special 01" hit 100.305 (corresponding to the upward 4.3bp of yields). In fact, the decline of the bond was already in late trading yesterday, and the bond price quickly fell from around 125yuan to around 100.1 yuan near the closing time. Moreover, from the perspective of trading volume, the single-day trading volume was only 75000 yesterday, and the trading volume exceeded 400000 this morning, and the transaction density has significantly increased, which has also strengthened the stability of "24 Special country 01." at present, the fluctuation range is controlled below 1%, and the market returns to the normal range. As of 11:00, the yield of "24 Special Administrative region 01" was 2.5498%, which was 230023 lower than that of 30-year Treasury active bonds by 0.92bp.
2. [national Energy Administration: from January to April, the installed capacity of solar power generation is about 670 million kilowatts, an increase of 52.4 percent over the same period last year.] the State Energy Administration released national power industry statistics for January-April. By the end of April, the country's cumulative installed power generation capacity was about 3.01 billion kilowatts, an increase of 14.1 percent over the same period last year. Of this total, the installed capacity of solar power is about 670 million kilowatts, an increase of 52.4 percent over the same period last year, and the installed capacity of wind power is about 460 million kilowatts, an increase of 20.6 percent over the same period last year. From January to April, the cumulative average utilization of power generation equipment nationwide was 1097 hours, 49 hours less than that of the same period last year. Of these, wind power was 789 hours, 77 hours less than the same period last year; solar power 373 hours, 42 hours less than the same period last year; nuclear power 2471 hours, 1 hour less than the same period last year; hydropower 785 hours, an increase of 48 hours over the same period last year; thermal power 1448 hours, an increase of 23 hours over the same period last year. From January to April, the country's major power generation enterprises completed an investment of 191.2 billion yuan in power supply projects, an increase of 5.2 percent over the same period last year. The investment in the power grid project was 122.9 billion yuan, an increase of 24.9% over the same period last year.
3. [Shenzhen and Zhongshan will jointly formulate the "Cross-River low-altitude Flight Network and its short-term Operation demonstration Plan". Shenzhen and Zhongshan will jointly formulate the "Shenzhen-Zhongshan Cross-River low-altitude Flight Network and recent Operation demonstration Plan". This paper studies the development advantages and potential demand of Shenzhen-Zhongshan cross-river low-altitude transportation, puts forward the development ideas and application scenarios of cross-river low-altitude transportation, defines the flight airspace, and plans the route network of low-altitude flight routes. layout of low-altitude aircraft at all levels of take-off and landing facilities and cross-river low-altitude communication network and other support infrastructure, put forward the short-term operation demonstration project.
4. [four departments: study and formulate the "Action Plan for effectively reducing Logistics costs in the whole Society"] the National Development and Reform Commission, the Central Bank and other four departments issued the Circular on doing a good job in the key work of cost reduction in 2024, which mentioned that we should implement actions to reduce logistics costs. We will study and formulate an action plan to effectively reduce logistics costs in the whole society, strengthen policy coordination and joint efforts, effectively promote the reduction of logistics costs in the whole society, and enhance the competitiveness of enterprises and the real economy. Adjust and optimize the transport structure. We will vigorously develop multimodal transport and support and guide the development of "one-order" and "one-box" multimodal transport. We will speed up the construction of special railway lines such as ports and logistics parks, vigorously promote the transport of bulk goods and medium-and long-distance goods, improve the efficiency of transport organization, and promote the rapid growth of container hot metal transport in ports. we will promote a steady increase in the proportion of green collection and distribution of bulk goods in ports, logistics parks and industrial and mining enterprises.
Institutional viewpoint:
Mingze Investment pointed out that the current market still reflects the obvious characteristics of plate extreme speed rotation, in this pattern, the overall market probability will also maintain the upward trend of "advance, two retreat and one" in the rotation. It is recommended to focus on the industry sector where policy support and fundamentals continue to improve. Still optimistic about the performance of science and technology growth stocks in the medium and long term, especially in the fields of AI+ industrial chain, humanoid robot, star chain communications, innovative drugs and so on. At the same time, the special valuation plate also needs to focus on, which is a good allocation direction of low-wave dividend strategy. In addition, with the turning point of the commodity cycle, resource commodities such as copper may continue midline opportunities driven by supply and demand.
Huahui Chuangfu Investment said that the A-share market may be in a new round of upward channel. There are several medium-and long-term positive factors in the market. First of all, the top management is determined to promote economic development this year, and policies conducive to economic development continue to be positive. Secondly, market liquidity will remain loose in the foreseeable future, which is objectively beneficial to the economy and the stock market. Third, the peak of global inflation has passed, and major economies are expected to cut interest rates in the second half of the year, helping global and Chinese economic growth. The A-share market is still relatively affected by policies, so we can focus on directions with more favorable policies, such as new energy vehicles, trade-in of old ones, etc. AI may be one of the theme directions for global and A-shares in the next few years, and there are many opportunities.