tappergame| The three major A-share indexes closed down: GEM fell 1.45% and synthetic biology concept stocks rose sharply against the market
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The three major A-share indexes pulled back today. By the end of the day, the Prev index was down 0.Tappergame.61% to close at 3128.48 points; Shenzhen Composite Index fell 1.35% to close at 9638.82 points; gem Index fell 1.45% to close at 1865.11 points. The turnover on the Shanghai and Shenzhen stock markets reached 864.4 billion yuan, a decrease of 104.3 billion compared with the previous trading day, and northbound funds sold a net 4.044 billion yuan today.
Most of the industry sectors closed down, with precious metals, biological products and coal industries leading the increase, while real estate services, Internet services, games, engineering consulting services, software development, cultural media and real estate development sectors led the decline. In terms of individual stocks, there were nearly 1000 stocks up. Synthetic biological concept stocks rose against the market, Ruifeng high talent, star lake science and technology, blue biology, Lu anti-medicine, such as nearly 10 shares. The concept of cellular immunotherapy opened higher, with Guanhao Biology, Tailin Biology, Vcanbio, Nanjing Xinbai and so on rising by the daily limit. Pork stocks strengthened in the afternoon, Huatong shares rose by the daily limit. Coal, power stocks once higher, Shanxi control of the coal industry, Xichang Electric Power, Huayin Electric Power limit. In terms of decline, the direction of AI applications has been adjusted collectively, and many stocks such as worth buying have fallen by more than 5%.
Today's important news
Tesla CEO Musk's recent lightning visit to China has sparked discussion and speculation about Tesla's entry into China by Full-Self Driving (hereinafter referred to as FSD), China Daily reported on the 8th. China Daily reporter learned exclusively through multiple sources that Tesla proposed to land a "driverless taxi" in China. In this regard, the Chinese government may first support its testing and demonstration in China, but it has not yet fully approved the full landing of its FSD in China.
On May 8, Gao Zhidan, secretary of the party leading group and director of the State Administration of Sports, wrote an article on the front page of the Learning Times, "persisting in high-quality sports development through reform and innovation." Gao Zhidan pointed out that working with relevant departments to develop policy documents to promote the transformation and upgrading of sporting goods and equipment, continue to build national sports consumption brand activities, and host China Outdoor Sports Industry Conference, further enhance the popularity of a series of activities such as "Travel with events" and "Outdoor Sports dynamic Landscape", carry out the evaluation of the second batch of national sports consumption pilot cities, and organize multi-theme sports consumption promotion activities. Innovate and create sports consumption scenes and continue to expand the scale of sports consumption.
In the first quarter, the social security fund appeared on the list of the top 10 tradable shareholders of more than 800 listed companies, with a total market value of 426 billion yuan. Judging from the proportion of the market value of the positions held by the social security fund in various industries to the market value of the total holdings, in the first quarter, the social security fund was still heavily positioned in the financial sector, mainly intensively adding banking, increasing investment in public utilities, oil, non-ferrous metals, medicine, and machinery, and reducing the allocation of power equipment, computer, military, electronics, food and beverage, communications, home appliances and other industries. In terms of individual stocks, the shareholding ratio of the top six heavy stocks of the Social Security Fund remains basically unchanged, which is still Agricultural Bank of China, Industrial and Commercial Bank of China, PICC, Beijing-Shanghai high-speed railway, founder Securities and Guoxin Securities.
According to the official website of the Northern rare Earth Group, on May 6, the Northern rare Earth Group announced the listing price of rare earth products in May. The price of praseodymium and neodymium oxide is 393200 yuan / ton, the price of neodymium oxide is 401500 yuan / ton, and the price of metal praseodymium and neodymium is 488000 yuan / ton. the price of metal neodymium was 498000 yuan / ton, up 7.52%, 7.35%, 7.25% and 7.1% respectively compared with April. Since the beginning of this year, a number of rare earth concept stocks have been investigated by institutions, including platinum new materials, Xiamen tungsten industry, Hengdian East Magnetic, and Jinli permanent Magnet.
According to the Research report on the Development of China's low-altitude economy (2024), the scale of China's low-level economy is 505.95 billion yuan in 2023, a year-on-year growth rate of 33.8%, and is expected to exceed trillion yuan by 2026. According to the reporter, at present, seven cities in Guangzhou, Suzhou, Guiyang, Wuhan, Wuhu, Chongqing, and Gongqingcheng in Jiangxi have set up low-altitude economic industrial funds, with amounts ranging from 1 billion yuan to 20 billion yuan.
Institutional viewpoint
Citic Construction Investment: be optimistic about the future development of synthetic biology
According to CITIC Construction Investment News, synthetic biology is a sunrise industry rising at the beginning of this century, which can transform and even create life systems. At present, financing in the primary market is hot. Synthetic biology is rich in application scenarios and has great potential in the context of carbon neutralization. Basic research, technological progress and policy support are also accelerating its development. The use of synthetic biology to produce products mainly includes three links: selection, microbial construction and mass production, and there are corresponding problems and barriers in each link, among which the barriers of selection and large-scale production are more worthy of attention. Technological breakthroughs tend to rise in a spiral, so we should be optimistic about the future development of the industry. In the industrial chain of synthetic biology, the upper reaches are mainly companies that provide low-level technologies such as DNA synthesis and gene editing; the middle reaches are platform companies with strain transformation and automation platform as the core, which provide an efficient and reusable technology platform through the integration of corresponding technologies; downstream are product companies that use synthetic biology technology to produce products needed in various fields. It is suggested that we should pay attention to the product companies with reasonable selection and large-scale production capacity and the upper and middle reaches of the industry.
Citic Securities: it is recommended to continue to pay attention to the leader of AI computing power and high dividend plate.
Citic Securities Research News pointed out that reviewing the communications industry 2023 and 2024Q1 financial results, AI is deeply reshaping the pattern of the communications industry. The digital optical module leader directly benefited from the outbreak of AI in North America, and the performance achieved high-speed growth; domestic IDC, liquid cooling, communication equipment leader accelerated the layout of computing power and AI, the development of domestic computing industry chain accelerated, AI and computing ability gradually become the "winning hand" of communications industry companies. But at the same time, the slowdown in macroeconomic growth and the decline in domestic expenditure on informatization and digitization also put short-term pressure on areas such as 5G, ICT, traditional data centers and so on. Operators and other high-quality central state-owned enterprises continue good growth, strengthen cost and capital expenditure control, enhance shareholder returns, and the dividend yield is very cost-effective. Looking forward to the whole year, it is recommended to continue to pay attention to AI computing power and high dividend plate leader.
Societe Generale Securities: reshaping the United Front of Core assets
Recently, there has been a large inflow of foreign capital into and long China, and Chinese assets have both odds and odds. First of all, the over-pessimistic expectations of the market at the beginning of the year have been gradually rectified by economic data and policies, which is contrary to the pace of 2023. It is also an important reason why we have repeatedly emphasized "long thinking" this year. Second, the United States, Europe, Japan and other markets have experienced a sharp rise since last year, the index reached a record high, the economic fatigue gradually appeared, and the market volatility increased significantly. In contrast, Chinese assets, which are still low and with marginal economic and policy improvements, have become a more cost-effective choice. In this round of foreign capital inflows, core assets are still the focus. At the industry level, the recent northward funds mainly increase positions in banks, non-ferrous metals, power equipment, medicine, biology, food and beverage and other sectors. Individual stock level, Jiancang is also concentrated in Ningde era, China Merchants Bank, Mindray Medical, Lixun Precision and other leading white horses. The entry of foreign capital will resonate with all kinds of domestic institutions, and the "assembly number" of core assets has been sounded.
China Merchants Securities: take advantage of the situation and go up to the next step
Looking forward to May, with the landing of performance disclosure, the Politburo meeting set the tone to "take advantage of the situation", special bonds and special treasury bonds projects are expected to accelerate the landing, and the trend of structural improvement in profits under the background of last year's low base is still in place, and the quality of corporate profits has been further improved. In terms of liquidity, the third Plenary session of the CPC Central Committee will be held in July, domestic capital risk appetite is expected to improve, and the strengthening of the renminbi and the Hong Kong dollar shows that foreign investors continue to increase their holdings of Chinese assets. This annual report and quarterly report confirm the downward growth rate of A-share capital expenditure, the improvement of FCF of free cash flow, the continuous increase of dividend ratio, and the improvement of real internal return brought by A-share to investors. The leading strategy of high ROE and high FCF is expected to become a new investment paradigm. In addition, the technology sector is expected to return after the end of the performance disclosure period, and the market will show the FCF leader represented by CSI A50, Shanghai and Shenzhen 300 quality and Kechuang 50 two-wheel drive to the next level.
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