Special topicWildhammerslotThere is still room for allocation of A-share market out of deep V dividend strategy.
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April 24 news, the three major indexes closed higher, Prev closed up 0.Wildhammerslot.76%, an increase of 0%.Wildhammerslot.70%. Plate, low-altitude economic plate all-day strong, Century Dingli, Shangluo Electronics, Jie Chuang Intelligence, Blue Sea Huateng, Hanchuan Intelligence, such as set off a stop; CPO concept goes higher, still technology, Ofei data 20cm limit, Mingpu Optics (rights protection) afternoon limit; military industry information concept continues to rise, day microelectronics 20cm limit, Aowei communications, aerospace electronics and other trading; gold concept rebound, Huayu Mining (rights protection) intraday limit. In terms of decline, agricultural stocks were collectively adjusted, pork and genetically modified stocks led the decline, Pengdu agriculture and animal husbandry fell 4%; heavyweight stocks weakened, the banking sector led the decline, Sunong Bank led the decline, the coal plate fell, and Orchidaceae led the decline by more than 5%. Real estate development plate pullback, Wantong development limit. Overall, individual stocks showed a general upward trend, with more than 4100 stocks rising.
As of the close, Prev was up 0.76% at 3044.82 points, Shenzhen Index was up 0.74% at 9251.13 points, and Chuangshi Index was up 0.70% at 1765.41 points.
On the disk, copper high-speed connection, flying cars, F5G concept plate led the rise, banking, coal, real estate development plate led the decline.
Hotspot plate:
1. Low-altitude economy
Century Dingli, Shangluo Electronics, Jie Chuang Intelligence, Blue Ocean Huateng and other shares are active.
In the news, on April 24, in the "Qiongyue UAV Public Freight Logistics maiden Flying ceremony" held by the Wenchang International Space City Administration in Hainan Province, the FP-98 Leo large UAV system (takeoff weight 5.25t) of Aerospace Times Co., Ltd. carried out the first cross-sea air transport mission of shrimp seedlings, opening up the field of low-altitude economic regional logistics.WildhammerslotA new application scenario. It is reported that Space Age Feipeng Company has reached a preliminary cooperation intention with relevant parties and plans to use this route as a regular operation to help build a free trade port in Hainan. Since obtaining the Model Certificate (TC) on April 18, the FP-98 Leo large UAV system has attracted wide attention in the industry. This first cross-sea flight has opened up a cross-sea transportation route for low-altitude UAV logistics between Hainan and Guangdong-Hong Kong-Macau Greater Bay Area, promoted the practical application of low-altitude economic industries in Qiongdong and Guangdong, and marked an important step in low-altitude economic regional logistics.
2. CPO concept
Zhi Shang Technology, Aofei data, Xin Yi Sheng, Zhaolong Interconnection and other stocks strengthened.
On the news, the three major u.s. stock indexes rebounded across the board on April 22, local time, with technology stocks leading the way, with Nvidia rising 3.65% to $824.18, and its market capitalization soaring $72.6 billion (about 526 billion yuan) overnight. The latest market capitalization is $2.1 trillion.
Message side:
1. [Beijing humanoid Robot Industry Alliance Establishment meeting successfully held] Beijing humanoid Robot Industry Alliance Establishment meeting and 2024 humanoid Robot Industry Application Ecology Conference was held in Jingkai District on April 23rd. The conference invited the leaders and experts of more than 100 experts and scholars, government organs, university institutions, robot ontology enterprises, application enterprises and core parts enterprises to gather together to discuss key issues such as technological innovation, scene landing, industrial coordination and standard evaluation of humanoid robots, start the construction of Beijing humanoid robot embodied intelligent data set, and set up an industry alliance standard working group.
2. [Shenyang: cultivate more than 100 enterprises related to low-altitude economy by 2026] Shenyang formulated the Shenyang Action Plan for High-quality Development of low-altitude economy (2024-2026). Among them, it is proposed that by 2026, low-altitude aircraft will operate efficiently in the fields of urban air transportation, logistics and distribution, emergency rescue and smart city management, create more than 10 low-altitude economic application demonstration scenarios, cultivate more than 100 enterprises related to low-altitude economy, and the industrial scale will reach 3 billion yuan. It is reported that at present, there are nine low-altitude enterprises in Shenbei New area, and in terms of the development of the drone industry, it has led to complete machine design and manufacturing enterprises represented by Tianqing, Dazhuang, Jin Fengchun, etc.; subsystem design and manufacturing enterprises represented by Xizi, Tianqi Model and Shen Lan; and applied service enterprises represented by Zhongfei, Jinlu and Wogu. At present, a specific implementation plan for the high-quality development of low-altitude economy in Shenbei New area is being worked out.
3. [information on leverage level and deferred payment of private equity management business shall be reported on time] the reporter learned from securities firms that in order to effectively improve the quality of information submission, the China Securities Investment Fund Industry Association intends to strengthen the self-discipline management of information submission in the private equity management industry, requiring securities and futures institutions engaged in private asset management business to continue to fulfill their information reporting obligations after the completion of the asset management plan filing. The contents of the submission include, but are not limited to, the financing leverage level of the asset management plan, deferred payment and other operational information. If the fund industry association fails to perform the reporting obligations as required, the fund industry association may take corresponding self-regulatory or disciplinary measures against the relevant institutions and responsible persons, which shall be included in the integrity file database of the securities and futures market.
4. [the relevant departments in Shenzhen responded that they had not yet received the relevant notice] on April 24, there were market rumors that Shenzhen would abolish the purchase restrictions in areas outside Futian and Nanshan after May Day, while abolishing the five-year value-added tax, which can be exempted after three years. In response, the staff of Shenzhen Real Estate Registration Center responded that they had not received the relevant policy notice at present. In addition, the relevant staff of the Shenzhen Taxation Bureau also responded that they had not received the relevant notice and had not been exempted from VAT for three years, or five years.
Institutional viewpoint:
Guorong Securities said that approaching the May Day short holiday superimposed financial disclosure period, the willingness to participate in funds inside and outside the market has significantly decreased. The field defense attribute plate is strong, but the lack of leading up the main line effect. With the arrival of the option delivery day, the stock index showed a large amplitude on the previous delivery date, but it was also accompanied by a rapid rebound. Major stock indexes in the over-the-counter global market rose across the board, with a number of international investment banks offering "overweight" suggestions on A-shares. At the index level, each index is in the bottoming stage, while the end of this round is corresponding to the market repair demand of a large cycle, with medium-term and trend market opportunities. Although there is no clear timing signal among the stock indexes, the indicators of each cycle are at a low level, and the downward space of the stock index is limited. Strategy to maintain the initiative, short speculation before the holiday trading opportunities are reduced, in accordance with the shock market to sell up and buy down the principle to deal with. Band trading is to more deterministic overfall industry leaders to identify individual stock opportunities, medium-term positions need to be patient, the market brewing process is more repeated, waiting for the right side signal resonance market fermentation to unfold.
Guotai Junan Securities pointed out that fund managers are relatively optimistic about the stock market, equity assets are currently in the stage of high odds and higher odds, the market has the conditions to recover in the future, and 2024 is expected to start a new round of earnings growth cycle. In the short term, the rotation between industry and style may continue. In the medium term, with the acceleration of the resumption of work and production by enterprises and the improvement of the level of market prosperity, some manufacturing orders have caught a glimpse of a pick-up phenomenon, especially when manufacturing PMI returned to above the rise and fall line in March, showing the stabilization and repair of economic fundamentals; superimposed large-scale equipment renewal policy actively promoted, a new cycle may have set sail. 2024 is expected to start a new earnings growth cycle.