spincasinoonline| Received and commented: The innovation index rose 3.34% and the turnover of the two cities exceeded 1 trillion yuan
Special topic: short-term performance interference has a great impact on looking forward to medium-and long-term full-line repair of A-shares.
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According to the news on April 26, the indexes of the two cities rose strongly, with the Prev up more than 1%, the pioneering index up more than 3%, and the Shenzhen Composite Index up more than 2%. On the plate side, the concept of quantum technology broke out, Haofeng Technology (rights protection), HKUST National Chuang Chuang, Tianhe Defense 20cm rose by the limit, Xinan Century and Guodun Quantum followed.SpincasinoonlineThe securities plate rose in the afternoon, and individual stocks such as Guosheng Financial Holdings, Pacific Ocean, and Zheshang Securities were sealed; the concept of gold was stronger, and the limit of western gold and Hunan gold was stronger. In terms of decline, the banking sector adjusted throughout the day, the Bank of Jiangsu fell 9%; the home appliance plate rose and fell by more than 5%, leading the decline by more than 5% according to the share price; the ST plate collectively fell, * ST Sansheng (rights protection) fell by the limit; the logistics plate fell back, and Xinning Logistics (rights protection) fell more than 7%. Overall, individual stocks showed a general upward trend, more than 3900 stocks rose, and the turnover on the Shanghai and Shenzhen stock markets exceeded 1 trillion yuan.
As of the close, the Prev was at 3088.Spincasinoonline.64 points, up 1.Spincasinoonline.17%; Shenzhen Index reported 9463.91 points, up 2.15%; Innovation Index reported 1823.74 points, up 3.34%.
On the market, quantum technology, securities, precious metals plate led the rise, banking, road and rail transport, ST plate led the decline.
Hotspot plate:
1. Quantum science and technology
Keguochuang, Shenzhou Information, Geer Software, Haofeng Technology and other stocks are active.
On the news side, the Institute of Quantum Information and Quantum Science and Technology Innovation of the Chinese Academy of Sciences delivered quantum delivery to the National Shield.SpincasinoonlineThis paper presents a 504-bit superconducting quantum computing chip "Snaphung", which is used to verify the kilobit measurement and control system independently developed by the National Shield Quantum. This chip sets a new record for the number of superconducting qubits in China, and plans to open it to the world through the Tianyan quantum computing cloud platform of China Telecom Quantum Group.
2. Securities
Guosheng Financial Holdings, Pacific, Zheshang Securities, founder Securities and other stocks strengthened.
On the news, the State Council's report on the study, handling and accountability of the special report on the management of state-owned assets in financial enterprises was submitted to the Ninth session of the 14th NPC standing Committee for deliberation on the 23rd. The report points out that efforts should be focused on building the "national team" of the financial industry. We will study and draft an action plan to strengthen the management of state-owned financial capital and promote large state-owned financial enterprises to target world-class financial enterprises.
Message side:
1. [release of the three-year Action Plan for low-level Economic Development in Changsha Economic Development Zone, Changsha County] Today, the 2024 Changsha Economic Development Zone low-level Economic Development Conference in Changsha County was held in Changsha Free Trade Airport. At the event site, Hunan low-altitude economy Industry Policy Standards Research Institute successfully unveiled the low-level economy R & D headquarters building in Changsha Free Trade Airport Zone. At the meeting, the "three-year Action Plan for the Development of low-level economy in Changsha Economic Development Zone of Changsha County (2024mur2026)" was successfully issued, and the ceremony of the first voyage of urban low-level logistics in Hunan Province was successfully held. It took the lead in realizing the "first" breakthrough in the three-year action plan for the development of county-level low-altitude economy, the provincial low-altitude economic R & D headquarters building and command center, and the application scene of low-altitude logistics in drones cities in the province.
2. [Tan Tianwei, academician of the Chinese Academy of Engineering: the national level is expected to issue an action plan for the biological manufacturing industry in the near future] the annual meeting of the 2024 Zhongguancun Forum will be held in Beijing from April 25 to 29. Tan Tianwei, academician of the Chinese Academy of Engineering, said that biological manufacturing is a very important new track and new business type for new productivity, which is currently led by the National Development and Reform Commission. State ministries such as the Ministry of Industry and Information Technology and the Ministry of Science and Technology are jointly developing a national action plan for biotechnology and biological manufacturing, and it is expected to be released in the near future, of which "bio-manufacturing +" is a key content. With the further breakthrough of biotechnology, biological manufacturing is expected to expand into mining, metallurgy, electronic information, environmental protection and other fields, with broad prospects and become an important engine of economic growth.
3. [LME copper prices hit $10000 a tonne more than expected to have a supply gap] LME copper prices hit $10000 a tonne for the first time in two years, amid speculation that global copper mines will struggle to meet the upcoming wave of demand from the green industry. Copper prices have returned to five-digit levels in the London market. Global manufacturing activity has rebounded and signs of tight copper supply have pushed copper prices higher in recent months. But higher copper prices have also boosted confidence among bulls such as BlackRock and Trafigura, who say copper prices must continue to rise to encourage the development of new mines. Traders are optimistic about demand growth as the massive expansion of electric vehicles, renewable energy and the grid will require millions of tonnes of new supply over the next few years, while the cost of building or expanding large mines will become higher.
4. [Wuhan starts home appliances new energy vehicles "trade in clunkers for new" issue 50 million yuan consumption coupons] the Information Office of Wuhan Municipal Government held a press conference on the trade-in activities of cars and household appliances in Wuhan on April 26. Wuhan officially launched the "trade-in" of cars and household appliances. This activity focuses on the theme of "getting rid of the old is more convenient and more willing to replace the new". It is organized and carried out around the two major sectors of cars and home appliances, in order to issue consumption coupons. Among them, the automobile plate focuses on new energy vehicles, and the home appliances plate focuses on green smart home appliances, with a capital scale of 20 million yuan and 30 million yuan respectively.
Institutional viewpoint:
The latest view of Anxin Securities believes that the market may maintain the dominant style of large-cap stocks in the future. Under the background of weak economic fundamental recovery, market expectations tend to be conservative, investors' pursuit of growth is weak, and the pursuit of stability is strong, which will deduce more defensive logic. This year, the main line of the market is still the market value, the dividend sector will continue to benefit, you can focus on the dividend plate in the offshore industrial chain and central state-owned enterprises.
Cinda Securities Research News pointed out that the low-altitude economy is based on low-altitude airspace and driven by the low-altitude flight activities of all kinds of manned and unmanned aircraft. radiation drives the integrated development of air tourism, regional passenger transport, navigation services, scientific research and education, and other related fields. There are broad prospects for the development of low-altitude economy, and the market scale of the potential industrial chain reaches one trillion yuan. With the development of low-altitude economy, low-altitude economic infrastructure construction, related aircraft industry chain, aircraft operation, aircraft support and other links are expected to benefit.
