Category: Money tips Release Date: 2007-04-07
Source: Guangzhou Bandung Author: Ling Xue-wen
G Unit sold with limited lifting the pressure gradually digested, the market sentiment to re-become more active; in non-ferrous metals, real estate, finance and other pre-main hot spots active, driven by broad based, Wednesday market situation, the volume associated with significantly enlarge and promote the broader market continuation of a rebound. Including food and beverage, retail and other industries and expansion of domestic demand, including consumer services-related industries; "Eleventh Five-Year Plan" related to the advanced equipment manufacturing industry; merger and reorganization, the overall market, the assets into the company's benefit; yuan revaluation benefit industries such as banking, real estate industry, high-quality companies; IPO plate; part of the economic recovery, performance bottomed recovery industry; new energy and energy-saving environmental protection industry, etc. can be an active interest in the direction of investment, and explore the potential varieties from the layout.
[Today's market conditions]
Wed Shanghai and Shenzhen stocks in the early mainstream hot non-ferrous metals, real estate, financial sector, driven by an active continuation of such a rebound, the two cities are close to full-stock index closed at a high volume significantly larger than the previous day. Index runs from the day the trend point of view, early in the Shanghai Composite Index opened 1596.06 points, after the shocks the way higher, the Shanghai Composite Index to regain a 1600-point mark after an integer, the market confidence in the markedly enhanced, in the pre-major hot spots, led by stocks generally Expand rebound, and to promote the continued challenging indexes for 20 days moving average resistance. Shen Chengzhi trend similar to the corresponding heavy volume showed a rebound situation.
From the disk situation, broad based, with distinctive characteristics, the two cities with more than 14 stocks closed limit-reported, such as the G Northeast drugs, G cloud aluminum, G deep heaven and earth, G Guanlu, G Sinopharm, G Jielong, etc.; the specific point of view, one of the hot pre-major classes of non-ferrous metal stocks after the recent adjustments generally stronger today, such as the G CCA, G Lu gold, G Shan, Shandong Aluminum, G Jean, Lanzhou, G Guanlu, G cloud aluminum , G Tibet Mining, G zinc industry. In addition, the financial sector such as the G China Merchants Bank, G Pudong, G and people's livelihood continues to shock rise, the Bank of China also appeared heavy volume rebound trend. Shares of other consumer topics, including food, medicine, tourism and other firms are more active movements, such as the G Northeast medicine, your sugar stock, G Kang edge, G Hengshun, G Huangshan, Zhangjiajie, Beijing Capital Tourism and so on. The previous day's outstanding performance in the real estate section continue to perform well, such as the G in the enterprise, G Waigaoqiao, G deep heaven and earth, G asia standard, G Merchants, G, etc., as well as the Disney theme OCT G Jielong, G Dong Chuang, G Philip industry.
Wednesday, the Shanghai Composite Index opened to 1596.06 points, up 1616.45 points, the lowest 1591.86 points to close at 1616.41 points, up 20.75 points, or 1.30% on turnover of 15.484 billion; New Composite Index (000017) opened today at 1342.25 points, the lowest point of 1338.21 up 1361.39 points to close at 1361.39 points, up 19.62 points, or 1.46% on turnover of 13.539 billion.
Shen Chengzhi opened 3919.15 points, the lowest 3906.79 points, up 3972.71 points to close at 3972.71 points, up 60.49 points, or 1.55%, turnover of 9.813 billion. Shenzhen, a new index (399.1 thousand) to 1582.75 points, opening morning, the lowest 1576.88 points, up 1609.05 points to close at 1609.05 points, up 27.72 points, or 1.75% on turnover of 8.204 billion. (Netease stock exclusive asked him to Ling Xue-wen / Practice Analyst)
[Today In news]
Wednesday mainly in the following several news worthy of investor attention:
1, SASAC director Li Rongrong pointed out yesterday, not yet completed the split share structure reform, 27 central enterprises holding listed companies, to accelerate the split share structure reform, reform to play a leading blue chip stocks and the leading role. In addition, the central enterprises to strive for in the overall restructuring, the overall market to achieve a breakthrough.
2, as of yesterday, a total of 551 A-share listed companies to disclose the semi-annual report, has close to half of the total number of listed companies. Among them, 494 corporate profits, 57 losses. More than 540 companies have a total net profit of 42.7 billion, compared with same period last year 8.6%. Non-ferrous metals, food and beverage, machinery and equipment industry, a substantial increase in net profit.
3, the State Food and Drug Administration today to the nation's food and drug supervision system has made arrangements for a full implementation of the State Council issued the "National rectifying and standardizing the order of the pharmaceutical market specific programs of action." Starting today, the State Drug Administration System will be used about one year time, the focus on the pharmaceutical market sectors, focusing on species, the key areas of concentration and control.
4, the U.S. dollar against the yuan central parity from 15 the previous day's closing price again increased substantially, so that an atmosphere of heavy market trading, traders can not easily push up the yuan exchange rate of the dollar against the RMB in Tuesday Quote System (OTC) closed rose to 8.0015, 7.9885 compared with Monday's closing price surged 130 points.
5, it was revealed that the policy of export tax rebate rate cut is now finalized, when the clothing of the export tax rebate rate will be lowered by two percentage points. After the implementation of the policy to adjust the specific time and specific tax rate will be formally notified the State Department, is expected to be introduced within a month.
[Afternoon Brief]
G Unit sold with limited lifting the pressure gradually digested, the market sentiment to re-become more active; in non-ferrous metals, real estate, finance and other pre-main hot spots active, driven by broad based, Wednesday market situation, the volume associated with significantly enlarge and promote the broader market continuation of a rebound. After the shock rebounded for two consecutive days after the Shanghai Composite Index is currently stabilized at the 1600-point mark on integers, the basic breakthroughs in the short-term decline in rail pressure channel is expected to close cooperation in the volume under the Hu Zhi is expected to further upward impact on 20-day moving average resistance or even 60-day moving average area.
From Wednesday's disk performance, despite the broad based pattern of obvious, but the financial, real estate, as well as the overall performance of non-ferrous metals are more prominent, and has become the main driving force pushing price rebound. I also mentioned recently, A-share listed banks will benefit from China's rapid economic growth, yuan appreciation, good spreads widening, and the loans continued to increase in proportion of non-interest income increased the rate of decline in operating expenses driven by factors such as the future two years, mostly to maintain more than 20% of the revenue growth. The same time, the current valuation of A shares of banking stocks compared to H-share listed bank stocks still have a distinct advantage. For a faster growth rate of G livelihood loans and non-interest income growth G-China Merchants Bank, G and so can maintain an active interest in Shanghai Pudong Development. For real estate is concerned, can be an active interest in the project with rich reserves or has land reserves of high quality real estate stocks, especially those with regional monopolistic advantage real estate leader, on the one hand will benefit from the long-term appreciation of the yuan, on the other hand benefit from the macro-control Industry concentration improved. For the non-ferrous metal plates, since the change through the continuous adjustment of pre-plate, severely oversold, investors may be due attention to the technical rebound opportunities, which may have a monopoly of resources to focus on high added value of non-ferrous metal processing and new materials class individual stocks.
Operational direction for the afternoon run, I propose an appropriate reference to the second half of the fund investors to focus on a few investment direction. From the Fund reported to the relevant information, including food and beverage, retail and other industries and expansion of domestic demand, including consumer services-related industries; "Eleventh Five-Year Plan" related to the advanced equipment manufacturing industry; merger and reorganization, the overall market, asset injected benefit companies; yuan revaluation benefit industries such as banking, real estate industry, high-quality companies; IPO plate; part of the economic recovery, performance bottomed recovery industry; new energy and energy-saving environmental protection industry, etc. can be an active interest in the direction of investment and to explore the potential varieties from the layout.
