39% of the agricultural sector performed strongly
Noon review: the index surged back down and the Shanghai index fell 0.
39% of the agricultural sector performed strongly
News from Sina Finance News on February 10, the index fluctuated in the early morning, then the stock index continued to strengthen, the Shanghai index turned red during the session, 杭州夜网论坛 the index rose more than 1%.
On the disk, the virus deposits began to differentiate, and the capital fled in advance. Tesla’s cement concept continued to strengthen, and the market’s profit-making effect was poor.
The three major stock indexes are about to close in the morning, and the individual stocks in the sector are clearly differentiated. A large number of high-end stocks in the concept of masks and disinfectants in the early stage have fallen, and the concept of securities firms and semiconductors has plunged.
Looking at the disk, the agricultural, cement, and non-ferrous sectors are relatively strong.
In general, the fried plate rate is slightly higher, and the market’s profit-making effect is still poor.
The final release, the Shanghai Stock Exchange reported 2864.
63 points, down 0.
39%, Shencheng Index reported 10588.
32 points, down 0.
22%; The Pioneer Index 2009.
95 points, down 0.
From the perspective of the disk, the agricultural planting, pork, and cement sectors are at the top of the list.
Masks, disinfectants, and cloud office sectors were among the top decliners.
Hot sectors: 1, cement Fujian Fujian Cement, Sichuan Jinding, Shangfeng Cement (right protection), Qilianshan, Sichuan Shuangma, Huaxin Cement, Jidong Cement and other stocks continued to perform strongly.
News: BOC International believes that the short-term cement plate is relatively less affected by the pneumonia epidemic, and the recommended configuration is: in the medium and long term, there must be certain improvements in the separation of building materials. Among them, the certainty of the improvement in the performance of consumer building materials and fiberglass is higher, and the glass boomGradually reached the top, cement is expected to decline slightly.
2. Agriculture Dabei Nong, Wanxiang Denong, Denghai Seed Industry, Dunhuang Seed Industry, Honghui Fruits and Vegetables, Jinjian Rice Industry, and Tsuen Yin Hi-Tech followed the rise.
News: On the afternoon of February 5th, the “Central Document No. 1” was released, entitled “Opinions of the Central Committee of the Communist Party of China and the State Council on Doing a Good Job in the” Three Rural “Areas to Ensure a Comprehensively Well-off Society as Expected”.
This is the 17th consecutive year of “Central Document No. 1” since 2004.
News: 1. According to the National Bureau of Statistics, the CPI has increased by 5 over the years.
4%, an increase of 0 over the previous month.
The previous increase has been affected not only by the factors affecting the Spring Festival and the New Coronary Pneumonia epidemic, but also by the year when the Chinese New Year was staggered from the previous year, and the factor in which the comparison base was reduced last year.2 According to the Xinhua News Agency, WHO has led the establishment of a new international group of coronavirus experts and sent them toChina.
A team of pioneers led by Dr. Bruce Aylward, the leader of the expert group, arrived in Beijing on the evening of February 10, Beijing time.
This international expert group will include international experts in various fields.
International experts will work with their Chinese counterparts to increase understanding of the epidemic and guide global responses.
3. Shentong, Zhongtong, Yunda, Best, Debang Express and other companies stated that the courier service network starting on the 10th has gradually resumed normal and started effective measures to ensure epidemic prevention and control and production recovery.
Yuantong has resumed normal operations on January 28.
China Post, SF, JD Logistics, Suning Logistics have been operating normally.
By the middle of this month, the express delivery industry will return to more than 40% of normal production capacity.
4. In order to promote the development of entrepreneurship for homecoming, the National Development and Reform Commission, the Ministry of Education, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, the People’s Bank of China, the Securities and Futures Commission and other 19 departments jointly issued the “Opinions on Promoting the Development of Homecoming and Returning to Hometown”.
Nineteen departments jointly issued a document to promote the development of the scale of returning home and starting a business, and will actively use the methods of listing and issuing bonds to broaden financing channels.
5. It is learned from the State Post Office that by February 8, postal companies and courier companies will transport and deliver 10552 tons of epidemic prevention and control materials, 47.51 million parcels will be shipped, 3331 vehicles will be shipped, and 120 cargo flights will be effectively relieved.The situation has played an important supporting role in fighting the epidemic.
6. Zhu Qinhao, director of the Shanghai Municipal Bureau of Civil Affairs, introduced at the Shanghai epidemic prevention and control conference. At present, the whole city1.
Most of the 30,000 residential residential districts have achieved “closed management” and adopted entrance and exit management measures, such as: strictly controlling the number of entrances and exits in the districts, and strengthening the strength of gatekeepers, so that personnel must be checked, registered, and tested.temperature.
If the body temperature is abnormal, it shall be reported in a timely manner in accordance with the established “full chain disposal mechanism” and transferred in time.
Market View: Jufeng Investment Gu believes that the slash window caused by irrational killings has been closed, and the market will return to calm after continuous upward attacks.
This week, the stimulus policy will be gradually implemented, and the market is expected to run smoothly.
In terms of operation, it is recommended to focus on tracking 5G and Tesla’s industrial chain; in the short term, you can pay attention to the blue chip bottom-up opportunities.
The large-scale ups and downs of the environmental protection sector at the end of Friday may be a clear indication.