The index rebounded and REITS concept stocks performed strongly.

Li Keqiang: Stabilize market expectations and promote the healthy and sustainable development of platform economy.

China The Politburo Standing Committee (PSC) and Li Keqiang, Premier of the State Council of the People's Republic of China hosted a symposium of economic situation experts and entrepreneurs on the 7th. Li Keqiang said that at present, market players, especially small and medium-sized enterprises and individual industrial and commercial households, are facing more and more difficulties, and efforts should be made to help them tide over the difficulties. Implement the policy of stabilizing posts for backward enterprises and strengthen the employment service for college graduates. Do not miss the farming season, do a good job in spring ploughing production, and do a good job in the supply of agricultural materials and price protection. Ensure a stable energy supply. Ensure the orderly operation of transportation trunk lines and ports, promote the smooth flow of international and domestic logistics, and maintain the stability of industrial chain supply chain. It is necessary to deepen reform and create a market-oriented and rule-based international business environment. To formulate implementation policies, we should listen to the opinions of market participants and stabilize market expectations. Promote the healthy and sustainable development of the platform economy.

Source: CCTV

CBRC: Further strengthen financial support for the development of small and micro enterprises.

The China Banking Regulatory Commission (CBRC) issued a notice on further strengthening financial support for small and micro enterprises in 2022. The work objectives include: banking financial institutions continue to achieve the goal of "two increases" of inclusive small and micro enterprise loans with a single credit100,000 yuan (inclusive), that is, the growth rate of such loans is not lower than that of various loans, and the number of loan balance households is not lower than the level at the beginning of the year. Increase the supply of credit loans, and strive to continuously increase the proportion of credit loans in the loan balance of inclusive small and micro enterprises. Efforts were made to increase the proportion of first-time borrowers in small and micro enterprises, and the number of new first-time borrowers in small and micro enterprises in large banks and joint-stock banks was higher than that in the previous year. On the premise of ensuring the incremental expansion of credit supply, we will strive to reduce the interest rate of new inclusive small and micro enterprise loans in the banking industry by 2022 compared with 202 1.

Source: Website of China Banking and Insurance Regulatory Commission.

CSRC: Improve the rule of law and form an all-round supervision and law enforcement system.

The CSRC said that to improve the quality of listed companies, it is necessary to strengthen supervision, comprehensively use the three-dimensional accountability mechanism, and increase the investigation and punishment of major illegal cases. Since 20 19, the CSRC has transferred 242 listed companies for inspection and filing, the dispatched offices of the CSRC have taken administrative supervision measures for 2,254 times, and the exchange has taken disciplinary measures for 654 times, and severely investigated and dealt with a number of major cases such as Kangmei Pharmaceutical and Kangdexin, sending a strong signal to the market to resolutely safeguard market discipline and resolutely purify the market environment. The CSRC stressed that the use of all-round and three-dimensional accountability mechanisms such as administrative supervision measures, administrative punishment, market ban, criminal responsibility investigation, civil compensation, and honesty punishment will intensify the investigation and punishment of major illegal cases, which will form a powerful shock to illegal acts.

Source: CCTV News

The Office of the Leading Group for Carbon Neutralization at the Peak of Carbon Dioxide Emissions held a teleconference on combating carbon emissions data fraud.

On the afternoon of April 8, the Office of the Leading Group for Carbon Neutralization at the Peak of Carbon Dioxide Emission held a video conference to inform the relevant issues of carbon market data fraud, and make arrangements for combating carbon emissions data fraud and promoting the healthy and orderly development of the carbon market. Hu Zucai, deputy director of the National Development and Reform Commission, attended the meeting and delivered a speech. Ye Min, Vice Minister of the Ministry of Ecology and Environment, briefed the meeting, and Su Wei, Deputy Secretary General of the National Development and Reform Commission, presided over the meeting.

Source: NDRC website

Food and Agriculture Organization of the United Nations: Global food prices soared to a record high in March.

The Food and Agriculture Organization of the United Nations (FAO) said on Friday that global food prices hit a record high in March due to the impact of the Ukrainian war on the grain and vegetable oil markets. The average food price index of FAO in March was 159.3 points, and the revised figure in February was 14 1.4 points. The index tracks the most traded food commodities in the world. The value of the index in early February was 140.7, which also hit a record high.

Source: Interface News

(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)

Second, the focus of market hotspots

Market comment: The index fell and rebounded, and REITS concept stocks performed strongly.

On Friday, the market indexes of the two cities fluctuated and adjusted, and the total market turnover decreased compared with the previous trading day. Specifically, the Shanghai Composite Index rose 0.47% to close at 325 1.85; The Shenzhen Component Index fell 0. 1 1% to close at 1 1959.27. Growth enterprise market fell 0.33% to close at 2569.9438+0.

On the surface, REITs concept stocks, phosphorus chemical concept stocks and engineering construction stocks are active, with the highest gains, while the super-universe concept stocks are relatively weak. From the trend point of view, the three major indexes have rebounded, the market turnover is insufficient, and the shock is still the main tone.

In operation, the direction of steady growth is strong, waiting for the adjusted intervention opportunity. There was a certain change in the track direction on Friday, so we should pay attention to whether the track direction is sustainable when the theme stocks are at low tide. In the medium term, it is recommended to pay attention to high-quality leading enterprises such as lithium batteries, chips, photovoltaics, wind power equipment, banks, and stocks with good performance.

(investment consultant? Yu dechao? Certificate number of registered investment consultant: S02606 1308002 1)

Macro: The Opinions of the Central Committee of the State Council on Accelerating the Construction of a Unified National Market was released.

Building a unified national market is the basic support and internal requirement for building a new development pattern. The State Council Central Committee's opinion on accelerating the construction of a unified national market was released on June 5438+00. From an overall and strategic perspective, we will provide a program of action for the construction of a unified national market in the coming period, strengthen the unification of basic market rules, promote the high-standard connectivity of market facilities, create a unified factor and resource market, promote the high-level unification of goods and services markets, promote fair and unified market supervision, further standardize unfair market competition and market intervention, accelerate the construction of an efficient, standardized, fair and fully open unified national market, and comprehensively promote the transformation of China's market from large to strong, thus building.

Source: Xinhua News Agency

Comments: Accelerating the construction of a unified national market is conducive to further stimulating and cultivating the potential of the domestic market and providing good support for us to resist external uncertainties with our greatest certainty. In terms of capital market, accelerating the unification of capital market will help to build a safe bottom line to prevent systemic financial risks and prevent it from being divorced from reality. In the short term, it is good for logistics, commerce and other industries.

(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)

Bank: the operating performance is improving and the valuation of the sector is strong.

V-shaped rebound in banking sector valuation. As of March 3 1, the overall price-earnings ratio (historical TTM) of the banking sector was 5.08 times, 0.09 times lower than the end of last month and 70.23% lower than the valuation of A shares. The overall P/B ratio of the sector was 0.60X, which was slightly lower than 0.0 1X at the end of last month, and was 64.96% lower than the valuation of A shares.

Source: Caixin Securities Research Report

Comments: Bank stocks stepped out of the V-shaped reversal market in March, and listed banks disclosed the 20021annual report one after another. The overall business performance is improving, and the business has maintained an orderly expansion, which has provided a strong impetus for the valuation repair of the banking sector. It is recommended to pay attention to high-quality banking stocks.

(investment consultant Yu Dechao registered investment consultant certificate number: S02606 1308002 1)

Third, the new share subscription tips

The subscription code of Ousheng Electric Appliances is 30 1 187, and the subscription price is 2 1.33 yuan.

The subscription code of Jiechuang Smart is 30 1248, and the subscription price is 39.07 yuan.

The subscription code of Fengxiu Technology is 787279, and the subscription price is 82.00 yuan.

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Four. Key stock recommendation

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