The Surging News reporter Dai Gaocheng
At the close of trading on May 10, the Shanghai Composite Index reported 3427.99 points, up 9.12 points, up 0.27%, with a turnover of 399.718 billion yuan; the Shenzhen Composite Index reported 13917.97 points, down 15.84 points, down 0.11%, with a turnover of 455.282 billion yuan, and a total turnover of 855 billion yuan in the two cities; the ChiNext index reported 2921.72 points, up 11.31 points, up 0.39%, and the turnover was 136.867 billion yuan.
On the disk, the industry sector rose and fell, among which non-ferrous metals and other plates rose in the front, and the agriculture, forestry, animal husbandry and fishery sector performed in a decadent manner.
In other markets, the three major U.S. stock indexes collectively closed lower. By the close, the Dow Jones Industrial Index was down 34.94 points, or 0.10 percent, at 34,742.82 points, at one point above 35,000 points and hitting a record high; the Nasdaq was down 350.38 points, or 2.55 percent, at 13,401.86 points; and the S&P 500 was down 44.17 points, or 1.04 percent, at 4,188.43 points.
Guotai Junan Research Report said that the cycle of high progress is not all, the valuation of A shares in the quarterly report disclosure period is switching, and the mid-cap blue chip and growth style valuation are showing value for money.
On Monday, the market continued to polarize, coal, nonferrous metals, steel and other resource stocks continued to be strong, machinery, pork, chemical fiber, etc. fell ahead, and the indexes of the two cities oscillated between repeated tug-of-war. Soochow Securities pointed out that the index continued to fluctuate unexpectedly, and the volatility in the short term was limited, but the collective rise of the cyclical large vote did not pull the index, which also showed that many stocks were inversely falling, which could see the transfer of funds. In the short term, we should still pay attention to the mainstream resource stocks in the market, among which we can still pay attention to the opportunity to make up for the rise, and the growth stocks with large declines can also do the medium and long-term layout in batches if they fall near the long-term moving average.
Shanxi Securities said northbound funds flowed into the two markets on Monday, and the trading volume was basically the same as the previous trading day. At present, the first quarterly report of the A-share market has been disclosed, the demand-driven profit has continued to rise, and the profit growth of the ChiNext board is stronger than that of the main board. Overall, judging that the policy environment is mild and the focus shifts from short-term stable growth to medium- and long-term economic restructuring, it is conducive to investors actively being able to strengthen consolidation and structural opportunities. In the future, the overall macro environment will not change much marginally, the market shock market will continue, and the cycle and consumption themes with a high degree of prosperity may continue to rotate. The reform of the capital market continues to advance, and it is optimistic about the development of China's capital market for a long time.
In terms of configuration, the investment strategy pointed out that in April 2021, the northbound funds continued to flow in, and the net inflow scale rose sharply. In terms of plate distribution, the proportion of the main board of the land stock pass has declined, and the proportion of the science and technology innovation board and the ChiNext board has risen. Consumption and pharmaceutical over-allocation ratios declined, and financial, technological and cyclical under-allocation ratios continued to narrow. In terms of active warehouse adjustment, electronics, medicine, electrical equipment, etc. with high prosperity are added to the warehouse; food and beverage, automobile, transportation, etc. are reduced. The shareholding of Lu Stock Connect continued to spread, the concentration of holdings continued to decline, and the proportion of the top 20, top 50 and top 100 heavy stocks decreased.
According to Flush iFinD data, WTI crude futures rose 0.03% to close at $64.92 a barrel; Brent crude futures fell 0.09% to close at $68.22 a barrel. The New York Gold Main contract closed at $1836.60 an ounce, up 0.29%. In foreign exchange, the dollar fell 0.0047% against the offshore yuan at 6.421950 yuan; the dollar fell 0.2364% against the onshore yuan at 6.415600 yuan.
According to Bitcoin News Information Network Coindesk, as of 8 o'clock on May 11, the price of bitcoin is $55952.27.
On May 11, you should also pay attention to the news that happened:
1. The Information Office of the State Council will hold a press conference at 10:00 a.m. on May 11 to introduce the main data results of the Seventh National Population Census.
2. According to the news of the State Administration for Market Regulation on May 10, in response to the chaos of off-campus education and training institutions that the masses have strongly complained about, the Price Supervision and Competition Bureau of the State Administration for Market Regulation and the Beijing Municipal Market Supervision Bureau have launched a joint action to inspect the relevant behaviors of two off-campus education and training institutions, Boat Out to Sea Education Technology (Beijing) Co., Ltd. (HomeWork Gang) and Beijing Ape Force Education Technology Co., Ltd. (Ape Tutoring). The Beijing Municipal Bureau of Market Supervision imposed warnings and a fine of 2.5 million yuan on two off-campus education and training institutions in accordance with the law.
3. Xinhua News Agency, in view of the recent concentration of consumer disputes on Internet platforms, the Shanghai Municipal Consumer Protection Commission interviewed Meituan, Pinduoduo and other platforms on the 10th, pointing out that the platform should abandon the traffic-only thinking in the process of operation, truly implement the main responsibility, and at the same time, cannot rely on the dominant market position to increase the unreasonable burden of merchants and consumers. The two companies said that they will conduct self-inspection and rectification of their related businesses according to the requirements of the Shanghai Municipal Consumer Protection Commission, and will submit a rectification report to the Consumer Protection Commission in the near future. Next, the Shanghai Municipal Consumer Protection Commission will also conduct interviews with other platforms with related issues.
4. On May 10, CCASS released data on the amount of bonds in custody in April, showing that the denomination of RMB bonds held by overseas institutions in custody was 3,221.945 billion yuan in that month, an increase of 64.869 billion yuan over March.
5. According to the news of the Ministry of Commerce on May 10, the person in charge of the Department of Foreign Trade of the Ministry of Commerce pointed out when talking about the operation of China's foreign trade from January to April 2021 that from January to April, the development of China's foreign trade continued its growth momentum, and the "three major plans" of excellent entry and exit, trade industry integration and trade unimpeded were comprehensively promoted, and the total import and export value reached 11.62 trillion yuan, an increase of 28.5% year-on-year, and the scale hit a record high in the same period of history.
6. Guo Yanhong, supervisor of the Medical Administration Bureau of the National Health Commission, introduced at a press conference held on the 10th that according to the results of the monitoring network of more than 1,400 hospitals across the country, the average number of varieties of anti-cancer drugs equipped with negotiated anti-cancer drugs in the monitoring network in 2020 increased by about 15% compared with 2019.
7. The China Securities Exchange will increase the transaction fee for rebar and hot-rolled coil futures contracts from May 12. The Dalian Commodity Exchange said that the price of commodities such as iron ore fluctuated greatly, and called on participants to be rational and compliant.
8. The CPI and PPI data to be released on May 11, the analysis said that the year-on-year increase expanded.
9. Aojing Medical can be subscribed today, with a total of about 33.3333 million shares issued by Aojing Medical, about 8.5 million shares issued online, with a price-to-earnings ratio of 26.60 times, a subscription code of 787613, a subscription price of 16.43 yuan, a single account subscription limit of 0.85 million shares, and an integer multiple of 500 shares.
【Extended reading】Affecting the major positive and negative announcements of listed companies on May 11
Omar Electric Appliances: The controlling shareholder is changed to TCL Home Appliance Group The actual controller is changed to Li Dongsheng
Yuyue Medical: Intends to pay 366 million yuan to transfer 50.993% of the equity of Kailite
Chaoxun Communications: The controlling shareholder agreed to transfer 5.62% of the company's shares
Hecheng shares: Obtained The shareholding ratio of Qianhai Yue capital reached 5.26%
*ST Zangge: Delisting risk warning will be withdrawn from May 12
ST Jinhua: Other risk warnings were withdrawn on May 12 and trading was suspended for 1 day on the 11th
Langke Technology: The main business does not involve related fields such as the issuance and circulation of "digital currency"
Aoyang Health: The medical aesthetic business accounts for a smaller proportion of the company's overall business scale
Huayi Brothers: The fact that the actual controller is listed as an executor is not related to the listed company
Annunciation Bird: It is planned to raise no more than 880 million yuan from the controlling shareholder
CITIC Special Steel: It intends to issue convertible bonds to raise no more than 5 billion yuan
Hangzhou pot shares: the proposed issuance of convertible bonds to raise no more than 1.11 billion yuan
Dabeinong: April hog sales revenue fell 6.51% month-on-month
Sunner Development: April sales revenue increased by 6.07% month-on-month
JAC Motor: Vehicle sales in April increased by 24% y/y
Great Wall Motor: Vehicle sales in April increased by 14% y/y
Xiaokang shares: Sales of new energy vehicles in April increased by 84% year-on-year
First shares: 84% year-on-year increase in the number of contracts signed in the first four months
Moutai in Guizhou: A performance briefing will be held on May 19
Jiuqiang Biologics: The new coronavirus neutralizing antibody assay kit products have been qualified for CE access in the European Union
Shougang shares: The current supply and demand fundamentals of the steel market are tightly balanced
Kailuan shares: the market price of coke products has rebounded significantly
Hongda shares: the price of non-ferrous metal products has risen to a certain extent
Precise information: The controlling shareholder and its co-actors intend to reduce their holdings by no more than 2%.
CICC Gold: Shareholders intend to reduce their holdings by no more than 3%.
Disu Fashion: Shareholders intend to reduce their holdings by no more than 1.56%.
Wingtech Technology: Shareholders have reduced their shareholding in the company by 4.88%.
Editor-in-Charge: It's Winter