Three Factors To Boost Structural Bull Market

< p > Shanghai stock index showed a concussion arrangement last week. The stock index fell 0.60% in the whole week, the magnitude was 1.53%, and the turnover volume decreased by 0.313%.

Analysts said that although the sharp fall in last Wednesday brought greater pressure to the market, but in the context of stable performance of listed companies, the warmer fundamentals and the continuous introduction of long term capital and living water, the general trend of A share market going out of structural bull market and slow rising will not change.

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< p > < strong > the performance of Chinese newspapers is less than a href= "http:// www.91se91.com/news/index_c.asp" > A shares < /a > /strong > /p >

< p > although the market has begun to shake down recently, analysts have made optimistic judgement on their performance. They believe that the steady improvement of the performance of listed companies will support the gradual strengthening of the market in the context of economic stabilization, inflation free and liquidity easing.

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< p > first, as the time window for the release of the China post is approaching, performance will become a hot spot for the market to pursue. Growth and lack of performance support will gradually step down the altar.

Shanghai and Shenzhen motherboard stocks due to a smaller rise, the overall valuation has more advantages, and whether blue chips can take the initiative, will determine the Shanghai and Shenzhen motherboard market trend.

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< p > secondly, from the recent performance of the market, some performance increase and high delivery of shares have been recognized by the market, and even brought about the plate effect.

For blue chip stocks, due to the need for larger capital, real strength will take some time, but short term opportunities are brewing.

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< p > < strong > basic data is getting better day by day < /strong > < /p >

On the basis of P, the factors that support capital market recovery are increasing.

Last Wednesday, the statistics released by the National Bureau of statistics showed that CPI rose 2.3% in June, down 0.2 percentage points from the previous month. This is mainly due to a decrease in pork and vegetable prices than in the previous month.

In June, PPI fell by 1.1% compared with the same period last year, a decrease of 0.2 percentage points from the same period, narrowing for three consecutive years, indicating that the industrial production situation continued to rise slightly.

Last Thursday, the General Administration of Customs released data showing that import and export grew by 6.4% in June, including 7.2% year-on-year growth in exports and 5.5% year-on-year growth in imports, which were higher than those in May. This shows that external demand has been steadily recovering and domestic demand is gradually improving.

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< p > with the implementation of the measures to ensure growth, it is expected that the price level will rise slightly in the second half of this year, deflation will slightly improve, but will not affect the implementation of loose monetary policy.

Such a moderately priced environment is more suitable for the whole economy to rebound.

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< p > < strong > < a > href= > http:// > www.91se91.com/news/index_c.asp > long term funds < /a > continuously introducing < /strong > /p >

< p > with the setting up of the Standing Committee of the State Council last week and the implementation of follow-up policies, it is expected that the venture capital will enter the market in the future.

Insiders say that 2014 is the intensive period of the policy on the use of insurance funds.

Since January, regulators have issued a series of favorable policies to promote the use of insurance funds, and such policies will also be introduced one after another.

This time period coincides with the "ten" of the new insurance industry, which is enough to show that the regulatory layer is aware of the important role of the risk capital to the stock market and the bond market.

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< p > at the same time, the relevant departments of the SFC have simplified the specific process of RQFII quota approval. Next, the SFC will further expand the scale of QFII and RQFII and introduce more long-term offshore funds.

And the introduction of offshore funds is conducive to solving the A share market only by the stock capital game pattern.

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< p > < strong > opportunity focuses on industrial upgrading and pformation < /strong > /p >

< p > despite the current market performance as shock finishing, investment opportunities in the market are constantly emerging, with structural bull market characteristics.

Everbright Securities believes that since the policy of preferred stock has laid the foundation for the introduction of new fixed income products in the stock market, with the passage of time, the foundation for big capital entering the market is gradually clarified.

After the implementation of policies and measures, the entry of new capital is beneficial to some blue chips with better growth performance.

Considering that China's economic pformation and traditional industries' leverage and capacity in the banking sector have not ended, the support for emerging industries will continue to be strengthened.

Under the high valuation environment of gem, the speculation of emerging industries will be pformed from gem to the main board or small and medium-sized board companies, with the target of industrial upgrading or pformation.

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< p > Huatai Securities said that although the Shanghai and Shenzhen stock market as a whole is difficult to strengthen, the opportunities for individual stocks will be very exciting. The low price stocks in the valuation depression and the cyclical stocks in the depressed areas may continue to turn stronger.

In terms of industry, it is recommended to focus on military industry, machinery and real estate.

The hot spot suggests that we should pay close attention to the low price theme stocks that rebound rapidly from the bottom, such as low state owned shares of state-owned assets reform, and low performance small cyclical stocks with poor performance.

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"P", "on Tuesday, the central enterprises will announce the first batch of mixed ownership reform pilot projects, and the reform of central enterprises will enter a substantive stage of operation, and will bring some investment opportunities to the market."

Minsheng securities anticipate this week's market.

At the same time, Jiang said that the overall listing of Jianghuai Automobile promoted the upgrading of Anhui's state-owned asset reform stocks, indicating that the theme of reform is expected to become one of the themes of market concern.

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