Ten Big Companies Predict Market Trend On Tuesday

　　廣州萬隆：預(yù)期改善 短期逆轉(zhuǎn)該買哪類股？ 

Summary: stimulated by the warming of policy and the rebound of external stock market, the retaliatory rebound of the Shenzhen and Shanghai stock market on the promotion of the stock market on Monday pushed the stock index of the two cities up by 4.03% and 3.48% respectively.

From the historical experience, the initial stage of the bottom of the market rebound, the general inflation of plates and stocks is a common feature of overfall and rebound.

As far as the current situation is concerned, due to the market breaking, breaking up and breaking up phenomenon is still more common, therefore, the recovery rebound after overfall is expected to continue.

[hot spotlight and market opportunities]

Stimulated by the warming of policy and the rebound of the external stock market, the retaliatory rebound of the Shanghai and Shenzhen stock market was launched on the promotion of the stock market on Monday. The index of the two cities rose by 4.03% and 3.48% respectively.

The Shanghai Composite Index successfully broke through the 5 and 10 day average back pressure and completely restored the downward gap gap of 2663.88 -2677.19 point in May 17th.

Judging from the characteristics of the two cities, the market has a strong desire to do more.

It can be expected that with the further recovery of market confidence and the accelerated return of market sentiment, it is expected that the market will continue to deepen.

It is worth emphasizing that last week, the Ministry of housing and urban rural development signed the responsibility for housing security work in 2010 with the people's governments of all provinces, autonomous regions and municipalities directly under the central government and the Xinjiang production and Construction Corps, so as to speed up the completion of affordable housing projects.

The signing of the contract signed by the people's governments of all provinces, autonomous regions and municipalities directly under the central government and the Xinjiang production and Construction Corps to build a total of 5 million 800 thousand sets of affordable housing and shanty towns in this year, and rebuild 1 million 200 thousand households in rural areas, which has been greatly improved than in 2009.

In accordance with the requirements of the Ministry of housing, all provinces should start construction of affordable housing projects before the end of July this year.

It is reported that such a large-scale nationwide indemnificatory housing construction is still the first time in China.

The market generally believes that the large-scale construction of affordable housing will help stabilize the scale of real estate investment and help to improve the worries and pessimism aroused by the previous series of real estate regulation and control policies, and has become an important opportunity to promote the bottom of the market rebound and reverse the continuing decline.

As a matter of fact, the sharp adjustment in the current round of 21.99% has overreacted the negative impact brought by real estate regulation and the pessimistic expectations of the market, which has made the systemic risk more fully released.

Moreover, whether from the macro fundamentals, market valuation, or performance growth of listed companies, it does not support the further adjustment of the market.

Therefore, once the market pessimistic expectations are improved, the majority of the kinetic energy that has been suppressed at the recent stage will become an important driving force for the retaliatory rise of the market.

Judging from the performance of the disk on Monday, the real estate, home appliances, building materials and building blocks, policies driven Xinjiang, Tibet, Hainan and other strategic sectors such as smart grid, Internet of things and new energy automobile industry, which are benefited from affordable housing construction, are driven by policies.

From the historical experience, the initial stage of the bottom of the market rebound, the general inflation of plates and stocks is a common feature of overfall and rebound.

As far as the current situation is concerned, the market for breakage, breaking up and breaking up is still more common. Therefore, the recovery rebound after overfall is expected to continue.

However, it needs to be reminded that after the general inflation stage, the trend of plates and stocks will gradually differentiate.

On the one hand, the concentrated release of more energy in the short term will weaken the subsequent rebound dynamics. On the other hand, the intensive issuance of new shares and the performance of the peripheral market will restrict the pace of the rally.

Therefore, in terms of strategy, investors should pay attention to optimizing the position structure in the later stage of short-term general inflation, and the principle of operation is to grasp the opportunities of overshoot and rebound in the short term, and appropriately layout the potential growth potential of the midline.

In terms of layout growth stocks, investors can focus on potential opportunities for strategic emerging pillar industries.

The author repeatedly stressed that under the background of vigorously pushing forward the pformation of the mode of economic development and the pformation and upgrading of industries, there will be great room for growth of individual stocks, and the potential varieties will continue to be favored by the main funds.

Among them, new energy industry revitalization plan, new energy vehicle subsidy rules, energy conservation and environmental protection industry revitalization plan, other related industries "12th Five-Year plan", smart grid standards, "carbon tax" collection, and so on, are expected to become a "catalyst" for the related sector's repeated strong industrial policy.

[risk and strategy tips]

In May 22, 2009, the China Securities Regulatory Commission (CSRC) consulted publicly on the guiding opinions on further reform and improvement of the IPO system, and then resumed the suspension of IPO for more than half a year.

Starting from the three gold (002275) of Guilin, with the date of online publishing, as of May 23rd this year, a total of 254 companies were successfully listed, including 22 companies landing on the motherboard, 144 companies listed on small and medium sized boards, and 88 enterprises appearing on the gem.

The initial fund-raising of the 254 companies amounted to 386 billion 764 million 400 thousand yuan, contributing 14 billion 243 million yuan to the major brokerages.

As of May 23rd, 88 new shares in 254 companies were broken.

[news today]

On Monday, the following information is worthy of investors' attention:

The 1 and second round of China US strategic and economic dialogue will be held from 24 to 25 in Beijing.

Chinese Vice Premier Wang Qishan and State Councilor Dai Bingguo will serve as the special representative of Chinese President Hu Jintao, CO chairing the dialogue with the special representative of US President Obama, Secretary of state Hilllary Clinton and finance minister Timothy Geithner.

The two sides agreed that the theme of the second round of economic dialogue is "Sino US economic partnership to ensure sustainable development and mutual benefit".

Around this theme, the two sides will discuss the following issues: first, to promote strong economic recovery and more sustained and balanced economic growth.

The two is to promote mutually beneficial and win-win trade and investment.

The three is financial market stability and reform.

The four is the reform of the international financial system.

2, relevant information shows that since 2004, the domestic sunshine private equity fund industry has developed rapidly, and now there are more than 300 sunshine private placement fund companies, 600 of which are unstructured products, and the total capital size exceeds 60 billion yuan.

Over the past six years, the development of sunshine private placement fund has benefited from the rapid growth of investment and financial needs of residents under the background of China's sustained economic development. It also shows that the new private financial fund has a strong vitality and is becoming one of the mainstream varieties of investment and financial management.

3, according to the Bohai securities fund location monitoring model, the average position of 319 partial equity open-ended funds included in the statistical range last week was 76.05%, which was 5.27 percentage points lower than that of the previous week's 81.32%.

Among them, the average position of equity funds is 81.38%, 5.36 percentage points lower than that of the previous week, and the average position of hybrid funds is 68.89%, which is 5.15 percentage points lower than that of the previous week.

4, the new fund has reached the climax this week. On the 24 day, 6 new funds were put into circulation at the same time. This week, the new fund sold in this week increased sharply to 18, and entered the most intensive period this year.

According to statistics, there are 2 billion 733 million shares of restricted stock listed in circulation in two cities this week, of which 1 billion 424 million of the restricted shares are restricted, and the market value is about 36 billion 700 million yuan.

[today's market]

Driven by a surge in stocks, the retaliatory rebounding offensive took place on the Shenzhen stock market on Monday. The two cities' stock index rose 4.03% and 3.48% respectively, and both of them closed on the Zhongyang line, and the volume increased to 222 billion 120 million.

Shanghai composite index continued to break through the 5 and 10 day moving average, the highest to 2680.49 points, 2673.42 points.

Shen Cheng's corresponding strong upside, reversing the pattern of recent weak adjustment in one fell swoop.

Judging from the disk situation, the two cities' stocks rebounded comprehensively, of which the number of Shenzhen market was up to 1017:4, and that of Shanghai market was 903:1.

On the increase side list, Mei Du Holdings (600175), Dalian Holdings (600747), Tianjin advised industry (600821), Tibet city investment (600773), Nantong science and Technology (600862), Guangsheng nonferrous metals (600259), Tianfu Thermoelectric (600509), Hai Wang biological (000078), Haide control (002184), CITIC Guoan (000839), high and new development (000628) and other stock trading companies.

Plate style, the aviation sector rose 7.42%, ranking first in the list, followed by Tibet, brokerage sector rose more than 6%.

In addition, Chongqing plate, real estate, Xinjiang plate, non-ferrous metals, smart grid plate also have outstanding performance.

Overall, plate and individual stocks are showing a trend of inflation.

On Monday, the Shanghai composite index opened at 2596.32 points, the highest 2680.49 points, the lowest 2596.32 points, at 2673.42 points, up 89.90 points, or 3.48%, and traded 124 billion 403 million; the Shenzhen composite index opened at 10296.19 points, the highest 10710.12 points, the lowest 10296.19 points, reported 10620.13 points, and rose to 10620.13 points.

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　　山東神光：政策松口為反彈“空中加油” 

1, last Friday's attack kinetic energy, Monday Shanghai and Shenzhen stock index skip high opened, the volume rose.

Intraday stocks showed a typical trend of inflation. At the close, the total number of two cities dropped only 3 shares, but there were 59 non ST stocks trading. The total turnover was 222 billion 100 million yuan, an increase of 40% over the previous Friday, and the volume was significantly enlarged to support the stock index's continued rebound.

From the Japanese K-line, the Shanghai Stock Index left a gap of 12 points between 2584-2596 points on Monday. At the same time, the gap on Monday (2677-2663 points) was completely restored, which fully demonstrated the strength of the short-term rebound.

In addition to the serious technical overhang factors, the policy is getting warmer. The NDRC said that it would provide favorable support for the strong rebound of the market in the 3 years without the property tax, the temporary tightening of the property market's stringent control policies and the weakening of monetary policy expectations.

Recently, the issue of new shares is still in order. On Monday and Wednesday, 4 small and medium sized board stocks were issued, and 4 small and medium sized board stocks were listed on Tuesday.

It is worth noticing that there is a rumor that the Agricultural Bank of China IPO low-key run, the fastest meeting on Friday, if so, the short-term rebound is quite unfavorable, may launch a two bottom.

2, from a technical point of view, the Shanghai stock index rebounded over 200 days in the two day, making it clear that the short-term bottom of 2481 points was set up on Friday.

In the short term, there are some short line resistances at the top of the 2700 points. There are three reasons: first, the current market is against the Shanghai stock index's fall from 3181 to 2481 points. It has just dropped 700 points in the early stage, and rebounded 1/3 at 2714 points, rebounding 0.382 times at 2748 o'clock.

Secondly, the 20 day moving average is now at 2730 points, and it is estimated that it will probably drop to around 2716 on Tuesday.

Third, on May 7th -14, Shanghai index had been in the vicinity of the sideways shock, forming a small platform.

From the time cycle, Monday is the turning point of the spiral cycle. The index has chosen to go higher and higher. Tuesday is the turning point of the measurement cycle. There may be some shocks, but the amplitude is not too deep. This week is still the keynote of the upward movement.

3, from the disk: stocks rose, 59 stocks were mainly low price stocks; Tibet, brokerages, Hainan development, futures and real estate sector were among the top gainers. Brokerage, futures, Hainan development, real estate and other sectors had the largest decline in the previous period, exceeding or close to 30%.

Following the introduction of new rules and regulations in Beijing, Shenzhen, Guangzhou, Chongqing and other places are all referred to as "mild" attributive. There are many signs that the market feels that the regulation of property seems to be gradually changing to the gentle breeze and drizzle. Sensitive "idle smell" to the upsurge of the "policy" of the oversold real estate industry, but the real estate after all is an "outdated hero", and it is difficult to lead the market to continue to rise.

Two cities only three stocks fell, jiangte motor (002176), Lai Bao Gao Ke (002106), *ST Bao Long (600988) fell 0.67%, 1.76%, 4.97% respectively, LeiBao high tech 10 10 increase 3, 7 trading days directly fill in the right, the short-term gains are bigger, the profit margin is understood, the paction has been put on the market since the day, but the share price declines slightly. This shows that the capital market strength of the future market is strong, and the market outlook continues to be optimistic; jiangte motor and *ST Baolong haven't been up lately, but the volume has dropped, and the short-term adjustment is unavoidable.

4, operation strategy: the tone of policy level has been "loose". Recently, the market suffered from "internal and external troubles" and adjusted more fully.

At the weekend, the top leaders expressed their views on the current economic situation: "facing the dilemma of macroeconomic regulation and control, adhering to moderately easy monetary policy", "the foundation of world economic recovery is still not solid", "preventing the negative effects of multiple policy overlay" and "China's implementation of exit strategy is too early", which means that the tight policy tightening since the Spring Festival has come to an end, and the tight policy guidance may appear at the bottom. It is expected that the second half policy will be quite neutral.

After the market has been fully adjusted, policy guidance has changed, and the possibility of bottoming out is greater.

The first round of overfall rebound is general inflation, and the second round will be a rally.

Therefore, investors are advised on the operation to reduce the short-term increase in the varieties on Tuesday, and continue to hold varieties that are unable to rebound and wait for the wheel to rise.

The warehouse is suitable for half warehouse and can be used for +0 operation.

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　　大摩投資：強(qiáng)勁彈升 快速上漲后的應(yīng)對(duì)策略 

With the trend of the wind warming and the rebound of the external market, the A stock index continued its strong trend in the last week. The stock market in the early days of the two cities jumped to a higher level and showed a high trend throughout the day. The stock index has stabilized the 2600 point mark on the market. On the disk, it has basically verified the idea of the investment in the early stage of the investment. The real estate shares, as the leading force of this rise, are showing the most vividly today. However, the hot spots of the market are all in full swing today, such as home appliances, building materials and other related industries, and the regional conceptual plates such as Tibet and Xinjiang. The coal, finance, coloring and other early oversold plates are generally in a state of general inflation, and the volume of the stocks has been enlarged effectively, and the volume of the market has been effectively enlarged, and the popularity of the market has been restored to a great extent in. On the weekend policy

News level, the 1 and second round of China US strategic and economic dialogue will be held from 24 to 25 in Beijing.

Chinese Vice Premier Wang Qishan and State Councilor Dai Bingguo will serve as the special representative of Chinese President Hu Jintao, CO chairing the dialogue with the special representative of US President Obama, Secretary of state Hilllary Clinton and finance minister Timothy Geithner.

Nearly 50 heads of the more than 40 departments will participate in the dialogue.

Clean energy is likely to be a major attraction of the current talks, which is favorable for new energy sectors, and also has an impact on export sectors such as clothing.

2, more than a month after the implementation of the new regulation of the State Council's property market regulation, Guangzhou and Chongqing announced the regulation of the property market respectively on 21.

Two housing market regulation rules did not mention the restriction, expand the scope of property tax levy, stop the three suite loans and other policies.

Insiders pointed out that compared with the previous Beijing property market regulation rules, the two housing market regulation rules appear "moderate".

The recent real estate regulation has obviously eased up, which will facilitate the further rebound of the real estate sector.

The Ministry of Housing recently signed a letter of responsibility for housing security work with local governments in 2010. It requested 5 million 800 thousand sets of affordable housing and shanty towns to be renovated this year, and 1 million 200 thousand households in rural dilapidated areas. This figure is much higher than that in 2009.

The implementation of affordable housing expansion will enable ordinary residents to own houses at a low price, which is conducive to the steady development of the real estate market.

3, the news is known that the IPO of the Agricultural Bank of China (IPO) will be preliminarily reviewed on May 25th (Tuesday), and if it progresses smoothly, it will be issued on May 28th.

This rumor has not been confirmed by ABC yesterday.

The securities and Futures Commission announced on May 20th that the bank's A 40 billion yuan convertible bond refinancing scheme will be reviewed today.

ABC IPO will become one of the important factors that will affect the recent market, which will directly affect the banking sector and market performance.

From a technical point of view, the Shanghai and Shenzhen stock market has increased continuously for two consecutive trading days, which has also effectively restored the technical form of the market.

At present, from the KDJ of the daily line, the golden fork has already been formed; the MACD index also appears golden fork, and the red pillar is also emerging in the deep market.

The volume of the K line appears on the day, indicating that the trend of short-term rebound will continue.

However, due to the greater pressure of the 2700-2750 locking plates and the suppression of the 20 day line, it is difficult to break through quickly and effectively in the short term.

Therefore, investment in Da Mo believes that after a strong rebound in the market, or there will be a concussion, it is suggested that the real estate market closely watch whether the real estate can maintain the uptrend and its related plate.

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　　三元顧問：雷霆噴涌釀巨陽 橫掃千軍如卷席 

See more basis:

First, the NDRC said no property tax will be introduced in the next three years.

In response to the news that the development and Reform Commission has issued more stringent new policies, the director of the comprehensive reform of the NDRC's economic system, Kong Jing Yuan, said, "this news is purely a matter of praise."

The real estate planning is only a regular plan, and the time is also in the second half of next year. Huang Hanquan, assistant director of the Industrial Development Research Institute of the NDRC, emphasizes that the property tax will not be issued in at least three years.

In the short term, it is difficult to have more stringent policies, and real estate can get a temporary breathing opportunity, which is expected to lead a strong rebound in the market.

Two. In the first quarter, we invested more than 70 billion US dollars in hot money and moved to the stock market.

The first quarter data showed that the newly increased foreign exchange amounted to 747 billion 761 million yuan, equivalent to 109 billion 532 million US dollars.

The calculation of hot money by residual method shows that the scale of hot money in the first quarter is 71 billion 500 million US dollars, which has exceeded 69 billion 500 million US dollars in 2009.

With the current property market being regulated by policies, the low position of the stock market will become the speculative target of pursuing the most profitable hot money.

With the strengthening of the RMB appreciation expectation, the trend of large and continuous inflow of hot money will not change in the near future. This may bring new vitality to the A share market with severe ischemia.

Basis for Watching:

In the one or two quarter, the difficulty of macro adjustment is increasing.

Bank of China (601988) 21 forecast that China will face the challenge of high investment growth and high inflation pressure in the two quarter of this year. China's economy will continue to maintain high growth in the two quarter, but it will show a "high and low" trend throughout the year. The contribution of investment to growth will be further reduced, inflation will be booster and policy adjustment will be more difficult.

In the future, China's macroeconomic situation will probably exceed inflation, while economic growth is lower than expected, which is extremely unfavorable to the smooth and healthy development of the whole economy.

Two, bank refinancing scheme intensive approval implementation time point or move back

In May 19th, the industrial and Commercial Bank of China (601398) shareholders' meeting adopted a motion that does not exceed 25 billion of A shares convertible bonds and shares that do not exceed 20% of the H-share capital.

On the same evening, Industrial Bank (601166) issued a notice that the rights issue plan has passed the approval of the SFC.

In May 24th, the SFC deliberated on the application of the Bank of China to issue convertible bonds of 40 billion A shares. The refinancing scheme of the Bank of China (market, information, commentary), which is in urgent need of refinancing, has entered the stage of practical operation.

The pessimistic expectations of continued financing requirements in the future will still test the already fragile confidence of the market and restrict the height of the market rebound.

Stick out a mile:

Monday's rally continued Friday's rally, rising slightly after the opening, and a slight concussion in the afternoon.

At the close, the index rose 89.90 points, or 3.48%, and the volume increased.

The stock market has gone up. Only 5 stocks in two cities have fallen, excluding ST shares. Today, the number of shares in the stock market has reached more than 50, which has been a crazy day.

From the plate, all sectors turned red, of which Tibet, brokerages and real estate sector were among the top 5%.

The smaller ones are banks, steel, electricity and other sectors.

Market hot spots are still focused on Tibet and Xinjiang stocks.

From a technical point of view, on Monday, Changyang broke through the 5 day and the 10 day lines and pushed up the volume. The short-term rebound was basically established.

On the operation, it is gratifying to see the rebound after a long fall, but investors should not blindly chase it up. Investors should not be blindly optimistic, because the bottom of the market will not be so smooth.

Today's stock retaliatory gains are too large, and the possibility of short-term callbacks is increasing. Investors who recommend bottom or stock positions should be patient and grasp the operation strategy.

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Since mid April, since the market began to adjust, the 5 day and the 10 day moving average moving down rapidly have become the resistance position which the market can not overtake. Every rebound has just washed through the 5 day moving average, and the resistance has dropped down. The weakness is very obvious. But from the historical experience, this lack of resistance will release the short kinetic energy and release the retaliatory rebound.

Last Friday, in the context of a sharp drop in the external stock market, A shares rebounded slightly after the low opening, and finally turned red.

From the news of the weekend, Germany's aid to Greece has eased international investors' worries about the two bottom of the European economy, and European and American stock markets rebounded sharply on Friday night.

The second round of the Sino US strategic and economic dialogue was held this week, the pressure of CPI rise slowed down in May, and the "moderate version" rules for the regulation of property market in Guangzhou, Chongqing.

These messages are conducive to the continuation of the rebound.

Early Monday, last week, the rebound in the focus of the real estate sector took the lead. After the opening up, the market accelerated to rise. It led the market to go back to the 2600 point integer pass. After the rise of the real estate sector, the oversold brokerage sector took the lead. After 10:30, the stock market rebounded sharply, leading the stock index to rebound sharply. The heavyweights took the lead to stimulate the market to make more confidence. The stocks showed a general inflation pattern. The number of stocks in the two cities decreased, but there were more than 50 stocks in the stock market. However, from the performance of the stock market, the signs of overtaking rebound were obvious, and the linkage of the plates was not obvious.

Real estate, regional revitalization, new energy batteries and other sectors showed strong performance.

The market continued to rebound in volume, especially on Monday, which rose nearly 90 points, and successfully broke the 5 and 10 day moving average, which indicates that the short-term bottom is established, and the rebound is expected to continue.

The stock market is booming and the paction is active. This will also form a strong support for the rebound.

However, the leading real estate sector maintained a trend of finishing in three hours after taking the lead in the morning market, and some stocks in the banking sector also showed a trend of falling sharply. This indicates that after the general inflation, the gap began to diverge, and it is expected that there might be a slight pullback in the short-term market.

However, there is a strong rebound in the market after a continuous decline without resistance. If there is a pullback on Tuesday, it will be a good opportunity to bargain.

Judging from the recent market performance, the second round of Sino US strategic and economic dialogue was held in Beijing in from May 24th to 25th, taking into account the interests and cooperation prospects of both sides. In the field of energy conservation, environmental protection, clean energy and new materials, the United States has technology and China has a market, and the two sides are most likely to have a breakthrough cooperation.

所以近期節(jié)能環(huán)保板塊表現(xiàn)出色，尤其是新能源電池板塊，由于我國將新能源汽車作為今年推廣的重點(diǎn)，新能源電池上周就已逆市啟動(dòng)，中炬高新（600872）、中信國安等個(gè)股漲停，對(duì)于有補(bǔ)漲潛力的新能源電池股投資者可重點(diǎn)關(guān)注，比如600110中科英華（600110），公司生產(chǎn)的鋰電池用電解銅箔的國內(nèi)市場占有率達(dá)50％左右，國內(nèi)市場排名第一，成為國內(nèi)高檔銅箔加工行業(yè)的龍頭企業(yè)；高檔銅箔項(xiàng)目是國家“863"計(jì)劃科技成果轉(zhuǎn)化大批量生產(chǎn)項(xiàng)目，產(chǎn)品具有國際先進(jìn)水平和自主知識(shí)產(chǎn)權(quán)的超厚銅箔產(chǎn)能大約為每年2100噸；公司持有100％股權(quán)的聯(lián)合銅箔(惠州)有限公司是國內(nèi)僅有的一家既能生產(chǎn)7-18微米微米超薄銅箔，又能生產(chǎn)100-420微米超厚銅箔的企業(yè)，已經(jīng)形成能夠生產(chǎn)從9微米超薄銅箔到12盎司超厚銅箔的先進(jìn)生產(chǎn)線，生產(chǎn)技術(shù)已經(jīng)領(lǐng)先于國內(nèi)同行，09年6月控股子公司北京

Zhongke invested 38 million yuan to acquire 100% stake in Chuang Ya power, and United copper foil (Huizhou) Co., Ltd. invested exclusively 15 million yuan to set up "Huzhou Chuang Ya power battery material Co., Ltd.".

The company not only controls the raw materials of electrolytic copper foil for lithium batteries, but also extends the industrial chain to the downstream power batteries.

Judging from the trend of the two tier market, the stock continued to rise after a continuous contraction of the volume, leaving the bottom area, the market outlook is expected to rise, can be concerned about the bargain.

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　　北京首證：兩市大幅反彈 個(gè)股表現(xiàn)活躍 

On Monday, the two cities opened up higher and higher. Finally, they both closed on the big line. The intraday brokerages, real estate and non-ferrous metal plates pulled together to effectively drive the market popularity. The disk began to show a general inflation pattern, and the amount of energy began to moderate and enlarge. There were more than 50 boards in the two cities, and less than 5 stocks fell.

At the close, the sector rose all the way, including brokerage, agriculture, forestry, animal husbandry and fishery, real estate and other sectors. The increase was more than 5%, while the banking, insurance, wine and food sectors were the smallest but the overall increase was over 3%.

Shanghai stock index closed at 2673.42 points, up 89.90 points, or 3.48%, trading 124 billion 404 million, Shenzhen Shenzhen index closed at 10620.1 points, rose 411.06 points, or 4.03%, 97 billion 718 million, two cities total 222 billion 122 million, compared with the previous trading volume can be enlarged.

From the plate perspective, the theme investment in the shock market is prevailing. Under the background of economic restructuring, low carbon economy is expected to become a new engine of the global economy. The listed companies benefiting from low carbon economy will not only have a strong ability to resist risks, but also will show higher performance growth.

We believe that at the Copenhagen conference, China promised the United Nations to reduce 40%-45% within 10 years. For this reason, China has to carry out a huge economic structural pformation and support a number of related industries and enterprises through fiscal and industrial policies.

From the foreign experience, the European and American countries started the development of energy saving and emission reduction projects in the early 90s of last century, and the response of capital markets was also very prominent. The S & P global ecological index continued to exceed the standard 100 index for many years before the financial turmoil, and it won 7%, 24% and 20% respectively in 2005-2007 years.

At present, China is in the early stage of energy conservation and emission reduction similar to that of the developed countries. With the support of state policies and huge investment of funds, relevant industries will have explosive growth, and the possibility of winning the big market index for many years will be considerable.

Therefore, it is suggested that investors pay special attention to the plate.

On the news side, Niu Xinwen, director of the Information Department of the State Administration of Taxation, said publicly last week: "according to the existing regulations, the tax legislative power is in the central government, that is to say, the central government decides where to execute.

Local governments have no right to introduce property taxes. "

Huang Han Quan, director of the national development and Reform Commission's Industrial Research Institute, also made clear to the media in May 17th: "no property tax is allowed within three years."

As for more stringent regulatory policies, Kong Jingyuan, director of the comprehensive reform department of the national development and Reform Commission, also denies that the news is purely a matter of praise.

"The NDRC is indeed formulating a real estate plan, but the plan is only a regular plan in the" 12th Five-Year plan ", and it will also be issued in the second half of next year.

Comment: this message can be seen as a signal of stability and stability in the real estate policy.

Technically, the Changyang market today has changed the original down channel.

Shanghai index strong station on the 10 day moving average, KDJ index gold fork continues to diverge, MACD index has the desire of bottom golden fork, the market's 30 minute line and 60 minute minute diagram are in high passive form, from the technical point of view, tomorrow's market may fall back to trample, the above concerns 2700 points and 20 day moving average pressure, bottom attention 2600 points and 10 day average line support strength.

On the whole, two consecutive days of strong rebound, announced that the index has been out of the trend of continued unilateral collapse, staged bottom rebound market basically established, the index after the shock consolidation, is expected to continue to expand the rebound space, the first target can see 2750 points.

On the operation, we suggest that investors grasp the intraday rhythm appropriately and absorb the stocks that have fallen earlier.

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　　寧波海順：階段性反彈仍將延續(xù) 但需注意個(gè)股分化 

On Monday, Shanghai and Shenzhen two cities continued to hit high and hit, and the rebound results were further expanded.

The Shanghai composite index opened high in the early morning, and quickly attacked the 2600 point.

Later, real estate, brokerages, coal, nonferrous metals and other mainstream varieties have stepped up, and the stock index has been booming rapidly.

In the afternoon market, due to insufficient quantity to follow up, the stock index basically fluctuated at a high level.

Finally, the Shanghai Composite Index closed at 2673.42 points, the Japanese K-line once again received a long line, volume overall year-on-year significantly enlarged.

The stock index futures market, the four main force futures rose across the board, and forward contracts rose to varying degrees more than the main contract IF1006 in recent months, we can see that the stock index futures market has a good expectation for the rebound.

In fact, in the pitional period from the IF1005 contract to the IF1006 contract, that is, although the May 18th index is general, the four major contracts have already shown signs of change.

Now that the four main force contracts are again strong, investors need to pay attention to the vane of stock index futures to some extent.

On the market side, the Shanghai and Shenzhen two cities showed a general inflation situation, and there were more than 50 stocks in the stock market, and only 3 stocks fell.

Plate, real estate stocks continue to rebound across the board, contributing significantly to the index.

And securities companies, coal, nonferrous metals and other markets have made efforts to boost the stock index, which has also stimulated the market's popularity.

In addition, the activity of regional theme stocks has added a lot to the market.

However, as a whole, these varieties have been broken down and dropped in the previous adjustment, and for the current rebound, they can only be technically rebound or restorative.

As a matter of fact, related stocks have been on the short line upside and are already facing a short-term profit squeeze.

And in form, some stocks basically belong to the situation of lateral arrangement or box operation.

And we should not be too optimistic before we get out of the new rebound path.

To this end, whether there is a sustained performance and quantitative cooperation in the market outlook is still to be observed.

And in the trend, in the short two trading days, the stock index's entire amplitude has already been 200 points, the index has successively stood on the 5 and 10 day moving average.

However, technically, the market's medium-term adjustment trend has not changed.

At present, it is only a rebound after the market bottom rebound and the self rescue behavior of the main force.

As far as the specific points are concerned, the first target of the stage rebound should be around 2772 points, and the second target is 2862 zones after the market has explored the bottom of the 2481 points.

For the operation of the post market, individuals mainly have the following understanding: first, after the market has rebounded through a short term bottom, the market temporarily left the unilateral adjustment market.

At present, the index returns to the 10 day moving average, which means that the short-term stock index starts to show relatively strong operation characteristics.

As long as the index does not fall below the support of the 10 day moving average, the phased opportunities of stocks will continue, but attention should be paid to the adjustment risks near the above two target points.

Two is, operation, after a short period of rapid rise, the split of stocks or re emergence.

Investors should pay attention to the change of mainstream hot spots, and whether the orderly rotation between plates can be formed.

Individual stocks can be specifically grasped two points, the first main business is good, supported by policy varieties.

Second, in the short term, there will be a steady stop in the form, and it is expected to form a new uptrend variety.

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　　上海新蘭德：超跌券商接力反彈 板塊個(gè)股面臨分化 

The market rebounded on Monday, closing the Zhongyang line.

Judging from the disk, the securities sector and Xinjiang, Tibet as the representative of the regional plate performance is relatively prominent.

Among them, GF Securities (000776) has been trading on limits, Huatai Securities (601688), China Merchants Securities (600999), and Northeast Securities (000686) and other brokerage stocks followed by the Changyang line.

Most of the stocks in the brokerage sector were overvalued in the early stage, and the short-term rise has a typical rebound feature.

The GF Securities have a smaller circulation market, and the effect of raising small cap brokerage stocks can reach 42.

However, because of the above layer of tight disk, many brokerage stocks rebounded in the rebound process has increased, the late shock is inevitable.

In addition, the regional plates represented by Xinjiang and Tibet continue to be active today. Xinjiang Tianye (600075), Tianfu thermoelectricity, Tiankang biologic (002100), Xinjiang urban construction (600545), north new Luqiao (002307), Tibet city investment, Tibet development (000752) and so on.

Some of the stocks in such regional plates are differentiated to some extent. Some of them are suspended on the previous trading day. Today, some stocks are strong.

Investors should be carefully screened in the short term operation. If there is abnormal volume and stagflation, we can see that it is good to accept, fast forward and fast band operation.

Looking at the performance of other sectors in the market, stocks show a general rally.

Affected by the current shortage of trading volume, the next 1-2 trading days will be the differentiation between plate stocks.

Reflected in the index will be wide concussion.

Therefore, the short-term market will go down and shake up and rest.

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At the weekend, the media sent good news. The NDRC said that the property tax would not be levied for three years. The market participants were not only loosening the regulation of real estate, but also reflecting the management's worries about the economy, thus changing the tight tune at the beginning of the year.

However, another authoritative media reported that the NDRC had clarified that no property tax was levied for three years. The above remarks had "serious consequences", and even if developers were still dead, the regulation would be upgraded at any time.

Who do you believe in?

Who represents official or not official?

Why does the government not express itself promptly, openly and formally?

Who will be responsible for the damage?

In the face of chaos and lack of supervision, how can the media be speechless? Since then, the index has been shrinking sideways, and dare not go further.

We have seen strange things for years. Poor public information is the only source of news for ordinary investors. In such an unfair market environment, it is inevitable for retail investors to make money by accident, which is inevitable. How can we change the irrational situation of the market?

The anticipation of policy easing is clear after last weekend's Premier Wen and Premier Hu's public statements last week. What is lacking is the determination and rhythm of the market to feel the change. What we need is to see a real action.

Whether or not property tax is to blame is not a problem.

It is estimated that the new regulation and control policy will not come out at present, but the argument of three years' failure will be somewhat reluctant.

Taking into account that the market has rebounded sharply for two consecutive days, Shenzhen even recovered the 20 day moving average in one fell swoop. The next step is likely to be more volatile, especially in real estate. The initial rebound energy is much more consumed. Besides a small part of those who make up, they want to get out of a wave of market opportunities.

What's the next step?

What will be the mainstream hot spot?

The article also needs to start with policies. It can be imagined that it is still a new industry. The macro policy is not afraid to act rashly. The management seems to have no other brands to play.

The gem has entered quite a lot, and the recent fall has also been strong. Many of the new growth companies are growing up, and as long as they are positioned, there are plenty of opportunities.

There are also some building materials and machinery. Since the task of affordable housing is far ahead of expectations, the performance of these industries can also be guaranteed.

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　　聯(lián)訊證券：大漲之后 小漲接踵而來 

A shares have finally returned to Changyang for a long time, and the stock index successfully recovered 2600 points.

On the disk observation, the early morning capital entry speed was accelerated, while the middle time trading was light, but there were signs of further enlargement in the late market. Judging from this point, it can be judged that this is not the behavior of ordinary retail investors, but the performance of the market's main capital.

In the wake of the market, when the market is in constant excitement, the pressure from the profit taking market is not ruled out, but these pressures can be digested in the market. Therefore, after the rally, the rally is expected to last for some time.

In terms of operation, the main purpose of holding stocks is to stay up, or to light up the warehouse or to open positions, so that they can intervene in the three networks convergence and low carbon concept stocks.