Transferred from: financial sector
This article is derived fromRoulettegameforfunFinancial sector
News from the financial sector closed at noon on May 15.RoulettegameforfunPrev index fell 0.Roulettegameforfun.17% to 3140.34 points, Shenzhen index down 0.14% to 9655.16 points, gem index fell 0.13% to 1853.24 points, Kechuang 50 index fell 0.49% to 756.55 points. The total turnover on the Shanghai and Shenzhen stock markets is 467.531 billion yuan.
In the industry sector, real estate, consumer durables and clothing, gold jewelry, household goods, coal and building materials rose at the top, while motorcycles, cars, brokerages, agriculture, software and biotechnology fell at the top.
[hot plate]
Brokerage stocks fell, Guosheng Financial Holdings and Zhejiang Securities fell by more than 7%, Pacific fell by more than 5%, and founder Securities fell by more than 5%.
The real estate sector rose sharply, Everbright Jiabao, Tiandi Source, Yunnan City Investment, etc., I love my home, Merchants Shekou, China Jiao Real Estate, Binjiang Group, Poly Development, special services, Tianbao Infrastructure, Nanguo Real Estate, Daming City and so on rose by more than 5%. According to the source, preliminary consideration is being given to asking local governments to participate in absorbing millions of unsoldRoulettegameforfunWith a view to using stronger measures to save the troubled real estate market.
Low-level economic concept bottomed out and rebounded, new research shares (rights protection) 20CM limit, go to work Shenbei limit, Andaville, Shangluo electronics and so on. On the news side, the relevant person in charge of the Civil Aviation Administration of China said that he would strengthen research and planning in the areas of aircraft airworthiness certification, low-altitude flight service guarantee, infrastructure construction standards, market access management, safety supervision, and so on. We should grasp the laws and phased characteristics of the development of the low-altitude economy, enhance the level of scale, networking, intelligence and standardization, and promote the healthy development of the low-altitude economy. In addition, on the afternoon of May 15, the Nanjing low-altitude Economic Development Conference will be held in Pukou, when a series of documents on Nanjing's low-altitude economy will be released.
Chemical fiber plate shock pull up, Nanjing chemical fiber 4 connected board, Suzhou Longjie, Youfu shares limit. On the news side, Longzhong information data, since late April, a number of domestic polyester plant production and maintenance, the overall maintenance capacity of a total of 2.8 million tons. Ping an Securities pointed out that PTA, polyester filament gradually entered the maintenance cycle, local supply or tightening.
Chip semiconductor plate abnormal pull up, HBM direction led the rise, Blue Arrow Electronics, Tongfu micro-electric shock limit. Recently, two of the world's largest suppliers of memory chips, SK Hynix and Micron, have said that the 2024 high-bandwidth memory chip (HBM) has been sold out, and the 2025 inventory is almost sold out. Many analysts have warned that supply shortages of high-bandwidth memory chips (HBM) could continue throughout the year under the influence of explosive demand for artificial intelligence.
[institutional point of view]
Everbright Securities (rights protection) believes that if there is no significant positive or bad news, the market is likely to continue the trend of contraction and concussion, and the style of structural market and hot spot rotation may continue. Overseas demand has picked up, and some export-oriented industries and enterprises have made obvious repairs, such as home furnishings, textiles, home appliances, power grid equipment and so on. You can pay attention to the relatively stagnant export-oriented industries, and there may be opportunities to catch up in the future.
Citic Construction Investment Securities analysis, the recent market volatility, to some extent, due to weak financial data in April, weak economic data expectations and cautious tone of the first quarter freight policy report, causing a certain disturbance to the repair of short-term market risk appetite. Looking to the future, although we do not rule out the possibility that investor sentiment will repeat in the short term after a sustained rebound, however, combined with positive factors such as intensive and loose real estate policy, widely recognized sea logic, and gradual improvement in corporate profitability, the current low valuation level of A-shares may not be over yet.
According to the analysis of Zhongyuan Securities, the current average price-to-earnings ratio of Shanghai Composite Index and gem index is 13.46 times and 31.03 times respectively, which is below the median level in the past three years, and the market valuation is still in a low area, which is suitable for medium-and long-term layout. The turnover of the two cities on Tuesday was 827.6 billion yuan, which is in the median area of the average daily turnover in the past three years. The release of the new Nine articles will promote the maturity of the market and boost the market's long-term confidence. The export data exceeded expectations, indicating that overseas demand is resilient and China's products are highly competitive. Prices have also recovered to some extent as the decline in food prices has narrowed. Social finance and credit data are not as expected, but with the gradual optimization of real estate policy, the pace of treasury bond issuance is accelerated and is expected to stabilize again. There are signs of weakening employment in the United States, and the Federal Reserve sends a dovish signal. The overall internal and external environment is conducive to the continued stabilization and improvement of the market, and the overall stock index is expected to maintain a volatile upward pattern in the future. at the same time, we still need to pay close attention to the changes of policy, capital and external factors. Investors are advised to pay short-term attention to investment opportunities in the automotive, pharmaceutical, consumer electronics, gaming and power industries.