Commentary: Coloured Stock Is Unable To Stand Alone &Nbsp; Stock Index Weakness Shocks Down 24 Points.

Today, the Shanghai and Shenzhen two cities opened up concussion, the afternoon fell sharply, and the colored stocks were supporting the big market. At the close, the Shanghai stock index reported 2568.28 points, down 23.81 points, or 0.92%, and Shenzhen index reached 10098.5 points, or 105.72 points, or 1.04%. Plate, the two cities fell flat, color shares are more active, yesterday's larger concept of the western region, Shenzhen plate, oil and real estate stocks fell sharply.

On the index side, the US stock market closed, and European stock markets were mixed on Monday. The domestic market index was opened at a low pressure in the early morning, and the four major contracts were not limited to a small margin. The main IF1006 contract opened at 2780 points, down 28.8 points, or 1.02%. The other three contracts were also significantly lower. IF1007 reported 2808.8 points, down 20.6 points, IF1009 reported 2838.4 points, fell 32 points, or 1.2%, and IF1012 reported 2880.2 points, or 33 points, or more than 1%.

Recently, the macro policy faced with the constant attack of real estate stocks. Yesterday, the State Council announced that it is necessary to deepen the reform of fiscal and taxation system and gradually promote the reform of property tax. Recently, the SFC stakeholders in the sponsorship representative training class called for the real estate business, listing, refinancing and asset restructuring must be strictly audited.

The national development and Reform Commission issued a notice yesterday evening that the price of gasoline and diesel decreased by 230 yuan and 220 yuan per ton respectively from today's zero hour. The benchmark price of the domestic natural gas production base of the land is raised by 230 yuan per thousand cubic meters, and the price management of natural gas is further improved and relevant price policies are improved.

In terms of operation, Li Xianming, a strategist at Ping An Securities, said that the reduction was only related to the trend of international oil prices, but the natural gas export price rose by 0.23 yuan per cubic meter, which has a positive impact on China's oil price. Looking at the recent market, Li Xianming believes that the main concern of the market is whether the negative factors in the euro area can be alleviated. This is also the most important factor for the recent external environment to go well. In addition, the news of property tax also restricts the market in the near future. Therefore, the impact of the refined oil reduction on the overall trend of the market is not large.