The Concept Of SOE Reform Was Shocked By The Stock Index.

< p > early morning, the two cities were double opened. Under the leadership of the real estate sector, some weight plates followed closely, and led the < a href= "http://www.91se91.com" > index > /a > upturn, but the upward trend was obviously not strong.

And small and medium enterprises, strong performance in early trading, once pulled up continuously to stimulate individual stocks, but the subsequent high inflation still shows a continuation of short-term adjustment trend.

Near the end of the session, financial stocks rose again, and the index rose rapidly, creating a new high in the morning. The main force in the market is still concentrated in the heavyweights.

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< p > up to noon closing, the Shanghai stock index reported 2075.25 points, or 0.43%, with a turnover of 61 billion 100 million yuan; the Shenzhen composite index reported 7297.33 points, or 0.32%, with a turnover of 62 billion 600 million yuan.

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< p > plate, electric power > a href= "http://www.91se91.com/news/index_cj.asp" > plate > /a > strong performance, Jilin Electric shares (3.43, 0.25, 7.86%), State Grid Power (4.42, 0.24, 5.74%) and many other big rises; public pport followed closely, Jinjiang investment (11.33, 0.43, 3.94%), Shentong subway (7.70, 0.22, 0.22) led; Internet trend is good, Shun network technology (0.22, 7.70) rose, palm Technology (strong, strong, etc.) and strong performance; in addition, media entertainment, oil, real estate, nonferrous metals and other gainers, and health care, telecom operators, breweries, banks and other minor callbacks.

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< p > < strong > the concept of state owned enterprise reform was stir fried < /strong > < /p >.

< p > Shanghai's state-owned assets reform concept blowout, Shanghai Port Group (4.92, 0.45, 10.07%), Lujiazui (18.10, 1.65, 10.03%), magic pharmaceuticals (18.47, 1.68, 10.01%) and other 6 stock trading.

The reform of state owned assets in Shanghai is blooming.

In the evening of March 17th, Shanghai Pudong Development Bank (9.81, 0.01, 0.10%) issued a notice announcements of the Shanghai International Trust Co's cover up. The same day, the real estate giant green land group also entered the A shares.

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< p > the Tianjin concept of state-owned assets reform has risen sharply, and the development of Tianfang development (3.96, 0.36, 10%) has reached a limit. The Tianbao infrastructure (7.04, 0.40, 6.02%) and Hai Tai development (5.38, 0.24, 4.67%) are among the top gainers.

On the 24 day, the CPC Tianjin Municipal Committee and the Tianjin Municipal People's government issued the "Implementation Opinions on further deepening the reform of state owned enterprises", and finalized the roadmap for the reform of state-owned assets from 2014 to 2017. It was clear that by the end of 2017, the key group had at least 1 listed companies, and the rate of securitization of state-owned assets has reached 40%.

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< p > the Hunan plate suddenly rises, Hunan investment (5.42, 0.49, 9.94%) limit, Hunan development (7.20, 0.50, 7.46%), Xiang post Technology (11.34, 0.74, 6.98%) and so on.

Hunan province has recently promulgated the "30 reform of state-owned enterprises", and has launched a series of new measures on the basis of the diversification of investment entities and the reform of state-owned assets securitization.

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< p > from Shanghai to Guangdong, from Anhui to Guizhou, the assembly of state-owned assets reform has been heard from many parts of the central government.

In addition to the above four regions, Shandong, Chongqing, Beijing, Hainan, Heilongjiang, Jiangxi, Tianjin, Shenzhen, Hunan and other provinces and autonomous regions have been launched.

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< p > < strong > key points: < /strong > /p >

< p > < strong > the State Council has many measures to support the merger and reorganization of enterprises < /strong > /p >

< p > China government website 24 days ago, the State Council's opinions on further optimizing the market environment for mergers and acquisitions were put forward to accelerate the examination and approval system < a href= "http://www.91se91.com/news/index_c.asp" > reform > /a >, cancel part of the examination and approval of the decentralization, simplify the examination and approval procedures, optimize the relevant approval process, and implement parallel approval.

If a listed company implements the merger issue without issuing a lower limit, the annexed non affiliated enterprise shall not make a performance commitment.

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The spot exchange rate of < p > strong > RMB rose sharply < /strong > < /p >.

< p > the exchange rate of RMB against the US dollar changed from 24 to 362 in the early stage, and the spot price rise rose by 362 basis points, hitting a maximum appreciation rate in the past 29 months.

Market participants pointed out that the short-term devaluation of RMB has been deep, and continued devaluation is not recognized by the market. At the same time, the demand for foreign exchange settlement also plays a role of underpinning the exchange rate.

However, the current downward pressure on economic growth has increased, and there has been no sufficient basis for the appreciation of the renminbi to resume.

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< p > March, China's HSBC manufacturing PMI initial value reached 8 months low, < /p >

< p > HSBC 24 announced that in March, the initial value of China's Manufacturing Purchasing Managers Index (PMI) was 48.1, reaching a 8 month low. The 3 consecutive month was below the 50 dividing line, indicating that manufacturing activities continued to shrink.

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< p > < strong > > Ju Feng comment < /strong > < /p >

< p > combined with the big market, according to the investment strategy of this week, the blue chips are expected to provide a bottom line, but at present, the upward pressure is bigger, the adjustment probability is large at the beginning of this week, and the latter half week still has the possibility of pulling up.

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< p > early morning, the real estate sector continued the recent star trend, but the plate differentiation is obvious; in terms of financial stocks, the performance of the securities companies is acceptable, the banks and insurance performances are mediocre, while other sectors show different degrees of collation; the small and medium enterprises board has performed well in the morning market, and has been higher for a while, but there has been a sharp fall in the intraday market, and the short-term adjustment trend has not changed.

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< p > disk, after continuous uplink, the strong sector begins to differentiate, profit taking and upper pressure appear.

But in the early stage of good performance, some blue chip performance is still strong, short term effective support for stock index.

However, after a continuous pullback of small and medium enterprises, there is a demand for anti demand in the short term.

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< p > > therefore, Jufeng Guo Yiming, who thinks that the market is still in the process of finishing last Friday, and we also pointed out yesterday that the probability of rising stock index is smaller than that of the big ones.

Among them, the hot spots will still focus on blue chip stocks, with emphasis on low price and undervaluation of stocks.

And small and medium enterprises, if there is a rebound in the short term, we should continue to reduce the opportunity.

Operation, for the recent popular concept of Beijing, Tianjin and Hebei, do not blindly catch up, can continue to dig underestimate the value of blue chips, and for many times mentioned before the < a href= "http://www.91se91.com/news/index_c.asp" > State-owned Enterprise < /a > reform concept, but also can focus on the bargain.

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