Policy "Bottom" Power To Upgrade Again, "Red September" Is Expected To Achieve

In August, the A share market ended on Friday, and with the strength of the last trading day, A shares reversed a few days' adjustment in one fell swoop for 4 consecutive months.

In August, the red market closed, so that the market is looking forward to the upcoming September market.

What are the factors that will have a greater impact on the market in September?

In terms of positive factors, first, deepen reform.

On August 18th, Xi Jinping, leader of the central leading group for deepening the reform, chaired the fourth meeting of the leading group of the central comprehensive deepening reform. The meeting considered and adopted the implementation plan for the important reform measures of the party in the third Plenary Session of the 18th CPC Central Committee (2014 -2020).

The central leadership pointed out at the meeting that this year is the first year of the party's comprehensive deepening reform in the third Plenary Session of the 18th CPC Central Committee. We need to push forward the reform with real guns and real knives to make a good start for the reform in the next few years.

All localities and departments should pay close attention to the implementation of the work, put the implementation plan in place, implement the action to catch the right place, supervise and urge the inspection to be in place, the reform results should be in place, the propaganda and guidance should be in place, let the people feel the real reform effect, and guide the cadres and masses to work together for the reform and work together for the reform.

Analysts said that the next the fourth Plenary Session of the 18th CPC Central Committee will be held in October, "strong reform" will be its biggest point, the policy dividend is worth looking forward to.

Statistics show that at present, the total number of Listed Companies in the A share listed companies is 780, including local SASAC, local governments, local state-owned enterprises and collective enterprises. Among them, 528 are controlled by the local SASAC, and 252 are controlled by the SASAC, accounting for more than 1/4 of all A share listed companies.

As of August 27th, 57 stocks were suspended, involving a total market value of 430 billion 152 million yuan.

Second,

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In August, Shanghai and Hong Kong officially launched the comprehensive test. According to the arrangement of the two exchanges, a Shanghai and Hong Kong crisis response market exercise will be held in September 13th. The parties should simulate the system's failure and switch from the main data center to the backup data center to test the emergency.

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Analysts said that after the launch of Shanghai and Hong Kong, some large blue chips trading will be significantly active, and the initial launch will trigger a QFII conversion.

In September, the whole market began to warm up ahead of the Hong Kong and Shanghai stock market.

Below the valuation of H-share, the potential of blue chip repair is still very large.

Third, institutional strength is increasing.

Statistics show that as of last Friday, QFII held 168 A shares listed companies, of which the number of holdings increased to 107; and from the distribution of stock ownership boards, 71 were the main board stocks of Shanghai stock market, 36 were Shenzhen Stock Board stocks, 16 were GEM stocks, 45 were small and medium-sized board stocks, and QFII holdings blue chip stocks had obvious characteristics.

In September 1st, the first economic data in August - Official PMI will be released.

In July, the double decline of economic and financial data led to market volatility, and the economic data in August were more concerned.

However, the industry believes that August PMI or difficult to replicate the excellent performance of July, data is likely to fall.