Stock Market Outlook: Second Tier Blue Chips Push The Index To Launch The Upside.

The overall market showed a trend of low opening and high overall yesterday. The whole day timeline has repeatedly appeared a small number of indicators deviating form, but benefited from the Shanghai and Shenzhen 300 stable market, and the two cities finally ended the trend this week with the small line.

In addition, the amount of about 400000000000 yuan in the two cities yesterday was slightly smaller than that of the previous year.

Beijing chief executive believes that the Shanghai and Shenzhen 300 performance is strong in the near future than yesterday's Shanghai 50 performance.

Market concern continues to improve, and its value is stable. On the other hand, after the two cities break through multiple indicators, the upstream channel is basically open, and the liquidity released by the central bank has not been clearly reflected in the market. Therefore, the possibility of an outbreak after the cumulative market is not ruled out.

yesterday

In the early morning, after a quick attack, the index was in the red range. Although there was a slight fluctuation in the middle, it was green. However, under the influence of the weight theme, even though there were 60 days and 120 days of average repression and the expected influence of the dead fork, the end of the stock market was small, and the index turned red.

The three major indices of Shenzhen Stock Exchange and Shanghai stock index are basically synchronous, but their breakthroughs are even more prominent. The main indexes are all concerned with the average pressure, but there is little possibility of short-term obstacles.

In terms of quantity, the current news surface except the central bank releases MLF liquidity positive, others all focus on the negative: deposit institutions pledge type repurchase DR1M weighted interest rate to break through the 5% pass; the interbank offered rate (Shibor) of Shanghai has risen to the full line, and the January interest rate has risen sharply to 8.42 basis points. In June, the market fund situation is not very optimistic.

On the news side, the SASAC of the state council intends to expand the scope of the board of directors, and the board of directors of the central enterprises will further expand its functions and powers.

The SASAC recently amended the Interim Measures for the evaluation of board and directors of central enterprises with relevant departments.

Interpretation: in 2014, 4 central enterprises were implemented to implement the functions of the board of directors. Up to now, 102 central enterprises have established 83 standardized boards of directors, and 88% of the Supervisory Enterprises of the provinces (autonomous regions, municipalities) and the SASAC have set up the board of directors, of which 13.1% of the enterprises account for the majority of external directors.

The central enterprises and all parts of the country focus on establishing a flexible and efficient market-oriented operation mechanism, and establish effective incentive and restraint mechanisms.

Good state-owned enterprise reform theme.

In addition, five ministries and commissions also issued a document to optimize the financial industry standard system.

The people's Bank of China, the Banking Regulatory Commission, the Securities Regulatory Commission, the CIRC and the National Standards Commission jointly issued the "

Standardization system construction and development plan (2016-2020 years).

Interpretation: the "planning" established the "13th Five-Year" financial industry standardization development goals; based on the current financial industry development in the urgent need for multi sectoral collaboration areas, around the standard system, standard revision, implementation, publicity, international standardization put forward the four main tasks of the standardization work of the financial industry; put forward the principle of practical results, around the overall regulatory system, the importance of financial institutions, the overall supervision of financial holding companies and important financial infrastructure, overall responsibility for the financial industry comprehensive statistics, prevent and defuse financial risks, strengthen the development and implementation of key standards.

Good market.

On the whole, yesterday, the two cities in Shenzhen and Shanghai showed a trend of first suppression and post inflation. The weight, especially the second line blue chip, pushed the index to launch the upside. Although there was a certain suppression of the technical side, at least there was a four-way connection at the top of the market.

From the perspective of market fundamentals, the current blue chip theme is relatively strong, which is affected by the rotation. After the small cap Market has gone to the callback, the concept of blue chip is coming. On the other hand, as a hedge against competition, its value has to be revalued after several months of adjustment. This is also the direction and opportunity.

In addition, despite the central bank's release of liquidity to show goodwill, the tightening of funds in June has not yet been greatly changed. This is different from the previous historical trajectory, but the impact of volume loss has improved. However, from a different perspective, the current reduction in energy consumption does not exclude the probability of multi head storage. Especially after the recent breakthrough, there have been some changes in the mood of the market. Once the market starts to take up the stage, the market will continue to break through as soon as the decision-making level is pushed slightly.

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