Heavy policy, Shenzhen local stocks broke out in an all-round way.
The weekend was good. The central bank issued a "interest rate cut" trick to reform and improve the formation mechanism of quoted interest rate (LPR) in the loan market; The central government supports Shenzhen in building a leading demonstration area of socialism with Chinese characteristics; Today, the revised new regulations on financing and financing were officially implemented. Securities companies expect that the capacity expansion will increase the balance of financing and financing by 200 billion yuan to 300 billion yuan.
Affected by the above positive news, the A-share market opened significantly higher today, with the Shanghai index opening higher by 0.41% and the Shenzhen Component Index opening higher by more than 1%, and then fluctuated; Shenzhen's local stocks broke out in an all-round way. At the opening, 30 stocks staged a limit wave, and Shenzhen's state-owned assets index rose more than 7%.
The growth enterprise market, which was favored by the reform, rose by more than 1%.
Shenzhen local stocks staged a trading tide
Local stocks in Shenzhen broke out in an all-round way, and the market value of Shenzhen plate soared by about 150 billion yuan.
The CPC Central Committee and the State Council issued the opinions on supporting Shenzhen to build a leading demonstration zone of socialism with Chinese characteristics, supported Shenzhen to carry out a comprehensive reform experiment of regional state-owned assets and state-owned enterprises, and supported Shenzhen to deepen the reform of foreign exchange management on a pilot basis; Support the construction of major innovation carriers such as 5g, artificial intelligence, cyberspace science and technology, life information and biomedical laboratory in Shenzhen; Support innovative applications such as digital currency research and mobile payment in Shenzhen.
Shenzhen's state-owned assets index soared by more than 7%.
In terms of Hong Kong stocks, Shenzhen Holdings rose by more than 10%, Shenzhen International rose by nearly 10%, and jiazhaoye group, China Merchants land and CIMC group (10.190,0.63,6.59%) also rose sharply.
According to the strategy of Anxin securities, the release of the opinions is of far-reaching significance to Shenzhen, which is conducive to promoting reform and opening up at a higher starting point, at a higher level and with a higher goal, and forming a new pattern of comprehensively deepening reform and comprehensively expanding opening up. We suggest paying attention to the investment opportunities of Shenzhen local stocks and gem. The three main lines that may benefit are: 1. Science and Technology (Shennan circuit (127.730,8.89,7.48%), Shenxin (107.800,2.82,2.69%), Zhongxin Saike (115.010,6.81,6.29%), Shenzhen Science and Technology (9.680,0.88,10.00%), etc; 2. Transportation logistics (Shenzhen Airport (10.810,0.98,9.97%), Yantian Port (5.830,0.53,10.00%), CIMC, etc.); 3. Financial real estate (China Merchants Shekou (20.470,1.04,5.35%), Oct a (6.990,0.29,4.33%), China Merchants Bank (35.230,0.07,0.20%), China Ping An (88.360,0.90,1.03%), etc.)
Guangdong provincial Party committee: mobilize full support from the whole province
On August 16, the Standing Committee of Guangdong provincial Party committee held a meeting to convey, study and implement the spirit of the opinions of the CPC Central Committee and the State Council on supporting Shenzhen to build a leading demonstration area of socialism with Chinese characteristics, and study the implementation opinions of Guangdong Province.
The meeting stressed that the whole province should solidly implement the opinions and deployment requirements, and fully support Shenzhen in promoting the construction of the leading demonstration zone of socialism with Chinese characteristics. Shenzhen should implement the main responsibility, take the construction of a leading demonstration zone of socialism with Chinese characteristics as the general traction and general requirement of all work, and go all out to implement all work; Relevant departments directly under the provincial government should perform their duties and take out hard and practical measures to form a working force.
Shenzhen: we are stepping up the research and drafting of relevant implementation plans
August 17, Securities Times & middot; The reporter of E company exclusively learned that at present, relevant departments in Shenzhen are stepping up the research and drafting of the implementation plan for building a leading demonstration zone of socialism with Chinese characteristics in Shenzhen, and it is expected to be released publicly in a period of time.
Response of Listed Companies in Shenzhen
At present, CIMC is the first listed company to respond to the opinions.
CIMC: firmly support and support the central policy and actively participate in the national marine economic development
CIMC said that in the opinions of the CPC Central Committee and the State Council on supporting Shenzhen to build a leading demonstration zone of socialism with Chinese characteristics, it supported Shenzhen to accelerate the construction of a global marine central city, set up an ocean university and a national deep-sea scientific research center according to procedures, and explore the establishment of an international marine development bank.
We believe that this is an important measure taken by the state to strengthen and develop the marine economic strategy and layout, and further defines the important mission and position of Guangdong Hong Kong Macao Bay area, especially Shenzhen in this regard.
CIMC has been deeply engaged in the marine engineering equipment industry for more than ten years, and has established a relatively complete business system for R & D, design and construction of marine engineering equipment, which is in the first echelon in China. In recent years, it also began to extend to marine fishery and aquaculture equipment and offshore wind power ancillary equipment, and participated in major national scientific research projects such as combustible ice exploration and development. In the process of vigorously developing the marine economy and marine industry in the future, CIMC will respond to the national strategy and planning, based on the original advantages, continue to play an active role, integrate resources, forge ahead, seize opportunities, and strive to make due exploration and contributions as a large manufacturing enterprise group.
It is reported that CIMC group has actively engaged in the construction of Guangdong, Hong Kong and Macao Dawan district. On July 30, 2019, Sihui Municipal People's government and CIMC industrial city signed the investment agreement for the R & D base project of CIMC smart Valley headquarters, which is positioned as guangfozhao intelligent manufacturing upgrading and innovation center. The project covers an area of 300 mu and has a total investment of about 4 billion yuan. It will integrate CIMC's own industrial resources and associated industrial resources, and focus on intelligent equipment and high-end electronic information, Strive to build the smart Valley in the four sessions into an innovation headquarters, talent highland and technology R & D center of the four sessions within 3-5 years. The signing of the project can not only accelerate the industrial structure adjustment and industrial transformation and upgrading of the four associations, but also an important strategic layout for CIMC group and CIMC industrial city to deeply cultivate Guangdong, Hong Kong and Macao Dawan district.
In addition, in November 2018, China Merchants Group, Zhengwei International Group, CIMC group, OCT Group and other units signed a strategic cooperation framework agreement with Zhaoqing Municipal People's government. Among them, CIMC and Zhaoqing Municipal People's government will give full play to their respective advantages and jointly carry out in-depth cooperation in the fields of natural gas industrial park supply, fire equipment leasing, new energy urban muck truck, innovative wisdom Industrial Park, logistics and multimodal transport, modular green building and so on, so as to enhance the overall strength of both sides and achieve win-win development.
Brokerage technology stocks in full bloom
Affected by the news of 'interest rate cut', the A-share market was fully active, and securities companies and technology stocks performed strongly. Weekend institutional reports are also optimistic about the opportunities of securities companies and technology stocks.
Central bank 'cut interest rates' bank stocks injured
Banks improve LPR and reduce loan interest rates, which is considered to be detrimental to banks.
After opening today, bank stocks fell, with Bank of Nanjing (7.890, - 0.10, - 1.25%), Bank of Ningbo (22.700, - 0.26, - 1.13%) down more than 3%, China Construction Bank (7.050, - 0.04, - 0.56%), Industrial Bank (18.030,0.10,0.56%), Ping an bank (14.780, - 0.12, - 0.81%) down more than 2%.