Gem Index Reported 2843.83 Points Down 1.86%

Near midday, index diving, stock index fell to below 4000 points.

Gem index reported 2843.83 points down 1.86%.

At the beginning of the opening season, the two industry sectors fell across the board, followed by hot topics, and heavyweights continued to slump.

On the 27 day in early trading, the two cities opened sharply lower, the Shanghai stock index fell 2.1%, fell 4000 points, the Shenzhen composite index fell 2.04%, and the gem index fell 2.6%.

At the beginning of the market, the two cities rose sharply and the stock index recovered 4000 points.

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The two cities were then sorted around 120 antennas.

Near midday, index diving, stock index fell to below 4000 points.

As of noon, the Shanghai stock index reported 3971.53 points, down 2.44%, traded 357 billion 150 million yuan, Shen Cheng index reported 13281.36 points, fell 1.75%, clinch a deal 345 billion 180 million yuan, the gem index reported 2843.83 points, fell 1.86%, clinch a deal 92 billion 690 million yuan.

Two cities, 50 shares, 6 shares limit.

On the disk, the two cities industry sector fell at the beginning of the opening, followed by hot topics, and heavyweights continued to slump.

The pork concept stocks came back again, and the 7 stocks in the agriculture and animal husbandry fishing sector (17.12 +10.03%) and other 7 stock markets; the Beidou arrow launched a double star successfully; the concept of Beidou navigation was active against the market; the core technology (70.96 +10%, consultation) was closed; the summer holiday box office blowout, the state-owned enterprise reform block quickly pulled up, and the COFCO Biochemistry (20.43 +8.32%) was once trading.

Active, intraday light media (31.38 +8.32%) and other 5 stock trading, but affected by the late index dive, failed to seal up the limit.

Turisthotellet, Beijing Tianjin Hebei, charging piles and other plates have risen.

Oil industry, insurance, brokerage trust, coal mining, pportation logistics, banking and other sectors fell.

In terms of stocks, the second time optical technology (53 +10%) has been trading on 18 consecutive days. The stock price has soared 528% after the listing. China Railway two bureau (14.91 -5.99%), Jin Litai (7.67 -3.64%), south wind shares (25.21 -7.49%), Yanggu Huatai (11.93 -1.57%), Ketai power supply (12.06 -6.22%), song Chi shares (16.72 -7.21%), Yi Mi Kang (35 suspension, consultation), Lantai industry (-0.69% -0.69%) and other listed companies have been investigated and the share price has dropped sharply. China Petroleum (early -3.29%) has been in the doldrums early, and the minutes before the closing period began to pull up, the decrease narrowed.

[market analysis]

Western securities (27.52 -4.44%): to undertake the previous rebound trend, A shares continued to rise last week, and the Shanghai stock index once stood on 4100 points. Although there is no lack of hot spots in the market, the confidence in the overall confidence of the whole market is limited, and the weight blue chip sector is hard to sustain.

In short term, the 4100-4300 point area still has a larger back pressure before the volume can be effectively enlarged.

It is advisable for investors to be cautious in their operations. Positions are controlled in half warehouses, and actively adjust their positions. On the one hand, from the standpoint of performance, we can reduce the shortage of performance support in a timely manner during the current round of rebounding, while focusing on semi annual performance growth, including pharmaceutical, environmental protection and other sectors.

And other emerging industries.

Southwest Securities (18.28 -1.08%): this week is the last trading week of July, and the upcoming manufacturing PMI may not be good. But the Ministry of industry and information technology issued a guidance on further promoting the development of industrial clusters 23 days ago, indicating that the stimulus measures are still being launched.

As a result, with the disclosure of semi annual reports, the market will remain on the rise, and is expected to return to the 4100 integer pass.

Shen Wanhongyuan (13.53 -3.29%) securities: the Shanghai stock index will start a concussion near the 4100 point after the six consecutive days.

This is because PMI is going down and the potential pressure of CPI is rising, and the policy environment is facing new uncertainties. Secondly, policy support may gradually fade. In the future, we need to rely more on the market itself to decide the future direction; besides, from the perspective of quantity, the market needs to be repeatedly rationalized and repaired, and it is hard to get back to strength once again.

The Great Wall Securities: the rally from the bottom has lasted for 2 weeks. In the early stage of the rebound, we can consider screening from several dimensions: large shareholders and senior executives, shareholder repurchases, high pfer companies, and so on, because the stock is wrongly killed, and the above methods can yield certain benefits.

But as the rally continues, when the market reaches 4300, the risk must be controlled. As the national team now gives a clear card of 4500 points, most rational market participants will choose to withdraw from the market before that. The market is afraid that there will be a big concussion and even adjustment in this position. At this time, the market is not a market determined solely by itself, but has merged into a very big dealer (national team).

Standing at the present time, we suggest that we should pay close attention to the industry: new energy vehicles, agriculture, environmental protection, military industry and so on.

The theme continues to focus on the reform of state-owned enterprises, Disney and so on.

Datong Securities: the market will continue the pattern of upward trend this week, but the split of stocks will also intensify.

This is because the overall market environment is still favorable to the upward trend, but the establishment of market confidence can not be completed in the short term. The pressure on the concentrated area of the dissolving and profit making market needs time to digest.

And because the leverage of high valuation and the two pillars of storytelling have been shaken, investors should pay more attention to the more precise stock selection.

[market highlights]

Internet insurance regulatory rules promulgated industry development is expected to speed up

The China Insurance Regulatory Commission recently issued the Interim Regulations on the supervision of Internet insurance business, which clearly defined the definition of insurance intermediaries, and pointed out the direction for the insurance intermediary structure to participate in Internet insurance.

At the same time, it clarified the relationship between the self built platform, the third party platform and the third party cooperation platform, and clearly defined the scope of operation, which is more specific and specific than the previous draft and exceeded the market expectations.

Comment: the above document is the first industry supporting document issued by the central bank in July 18th after issuing the Internet financial guidance. It shows that regulators are stepping up the policy guidance of Internet insurance business and promoting the rapid development of the industry.

In 2014, Internet insurance premium income was 85 billion 900 million yuan, an increase of 195% over the same period last year. According to the agency's forecast, the market scale will reach 500 billion by 2020, and the market development potential is huge.

We can focus on Technology (92.1 +3.48%) and Yin Zhijie (63.15 +0.72%).

The heavy duty support policy of electric vehicles will benefit 100 million of the feast.

According to media reports, the guide of electric vehicle charging infrastructure led by the Energy Bureau and the guidance for charging infrastructure construction will be announced. This year, there is also a revision of the national standard for electric vehicle charging. The revision work has basically been completed. The current consultation is expected to be released in August this year. In addition, the Energy Bureau will also set up an electric vehicle charging infrastructure alliance, to promote the construction and application of infrastructure in all parts of the country.

Comment: under the circumstance of good environment, investors' attention to various topics has gradually increased. SOE reform, small cap and new shares, agricultural sector and so on still show great vitality. As a new energy vehicle concept throughout the year, the stock market is expected to usher in a rising market.

We can focus on Orient Electronics (7.02 +1.89%), Jin Rui Technology (13.34 -2.84%), the Great Wall electrician (10.8 -2.79%), and tareed (26.3 +3.54%).

High level research, superposition of authoritative media, attention to the reform of state-owned enterprises, march towards new journey

Following President Xi Jinping's investigation of local state-owned enterprises in Jilin, the reform of state owned enterprises has received constant attention.

According to the 24 disclosure of the SASAC website in Guangdong, the SASAC research group of the State Council recently came to Guangdong to investigate and reform, indicating that Guangzhou took the lead in the unified supervision of state assets and standardizing the construction of the board of directors.

Shanghai mayor Yang Xiong also recently investigated the Shanghai real estate group, asking state-owned enterprises to use the market mechanism to improve the efficiency of resource allocation.

The 25 day CCTV news broadcast, as well as the 24 people's Daily Overseas Edition and economic daily, reported the prospect of SOE reform in a large space.

Comments: SOE reform has not only been promoted in Guangzhou and Shanghai, but also regarded as a new opportunity to revitalize the old industrial base in Northeast China.

At present, the top-level design plan for state-owned enterprise reform has entered the countdown stage, and capital market as an important operation platform will play a key role in the reform.

Investor relations records show that the company has recently concentrated on the Guangzhou state-owned assets companies such as Guang Bai shares (18.2 +8.46%), south of the Five Ridges Holdings (21.6 +5.47%), and Guang Tian stock (20.2 +1.1%).

Summer holiday box office blowout quality IP value highlights

This summer movie box office is booming.

According to statistics, as at 19 o'clock on 26, the box office of "catching the devil" has already exceeded 1 billion 320 million, and it has gone beyond Thai embarrassed in eleventh days after the release.

The box office of the pancake man and the return of the great sage also reached 850 million and 660 million respectively, and the latter surpassed Kung Fu Panda 2 as the box office champion of the mainland movie and animation movie.

Comment: this homemade movie box office even broke the record. In addition to the protection factor of domestic films, quality IP support plus excellent production, publicity and distribution is also an important reason for the above movie winning the box office and word of mouth.

In the stage of the accumulation and pformation to the quality of the original IP in China, such as "flower bone" and "Tomb robbery", the profit models of the three platforms, such as web literature, movie and TV play and online game, have been formed. The value of high quality IP is being reflected, and the company that has mastered resources has great potential for development.

Can pay attention to Chinese online (105.5 +9.78%), light media (300251).

China has successfully launched two new generation of Beidou satellite industry into accelerated development period.

On the 25 day, China adopted the expedition 1 launch vehicle to launch 2 new generation Beidou navigation satellites successfully and sent them to the planned orbit accurately.

This is the first time that the expedition 1 has implemented the double star entry mission, marking that the Beidou system has taken a solid step towards the global coverage of construction goals, and has also accelerated the process of global networking.

According to the plan, by 2020, China will form a Beidou navigation system which consists of 35 satellites and covers the whole world. At present, 19 satellites have been launched.

Comments: with the acceleration of networking process, the scale of satellite navigation industry will exceed 400 billion yuan in 2020, and the market share of Beidou products will be increased to more than 60%, which is much higher than the current 10%.

We can focus on Hua Li Chong Tong (22.47 +7.93%), Sichuan Jiuzhou (33.96 +4.46%) and China Satellite (61.5 +2.79%).