Gem Concentrates Fast Collectivism To Fall And The Trend Is Coming.

Friday (March 6th), A shares split in early trading, the Shanghai composite index was down to green, close to midday closing, non-ferrous metal stocks broke out, driving the stock index to rise and red; the Shenzhen index continued to maintain a low level after high and low, while the recent high new gem indicated that the diving in the market dropped nearly 3%, and fell to the 2000 mark integer pass.

As of noon, the Shanghai Composite Index rose 4.09 points or 0.13% points 3252.57 points, Shenzhen composite index fell 103.09 points or 0.89% points 11463.30 points. The half day turnover in the two cities was about 383 billion 400 million yuan, compared with 424 billion 800 million yuan in the same period last year. Medium and small plates fell 1.62% in the afternoon and 2.68% in the afternoon.

On the disk, the recent hot plate and stocks have been callback, focusing on the trend of rapid collectivism, and we continuously hint at the 2 days that the gem is faced with such risks: "whether the characteristics of the continuous hot spots of the gem will have a short-term centralized rapid adjustment next week, should be prevented, and operational suggestions should not be made. buy shares when it goes up The hot spot of the day is to reduce some positions this weekend. The current trend is fulfilling our predictions, and we are able to predict this trend. equity market The inherent law of operation and the surface characteristics of the stock market are the embodiment of the internal laws. Only when we read the inherent rules from the surface characteristics can we work well.

The morning market trend is stronger than that in the main market. Gem However, it does not mean that the motherboard has stopped falling, and the characteristics of the main board will continue.

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The two sessions were successfully convened. In 2015, the relevant macroeconomic targets were gradually revealed: for example, the growth rate of GDP is about 7%, the CPI target is around 3%, the M2 growth rate is about 12%, and the total growth of imports and exports is about 6%. This series of objectives is embodied in the following aspects: pragmatism! The pressure to achieve the goal is not great. This provides a relaxed environment for China's economic transformation and quality development, so this year's A share will also be a bull market.

Specific to the industry opportunities, the author combs out the following 8 aspects:

First, China made 2025. The outline for the development of China's manufacturing industry (2015-2025) is known as the "China Version 4 plan for industry". The plan will draw on the German version of the 4 plan of industry and strive to transform from a big industrial country into an industrial power in 2025. The plan will be submitted to the State Council very soon. The signal is very clear. Early strong varieties such as Shenyang machine tool and Kunming machine tool have been suspended. Other good quality stocks include soft control stock, robot, Tianqi stock, Shanghai Electromechanical, East earth technology and so on.

The two is entrepreneurial innovation. The 8 words of "mass entrepreneurship and innovation" have been deeply rooted in the hearts of the people, and the national policies have also been vigorously supported. 40 billion new industry venture capital guiding funds have been set up to provide a "boost" for industrial innovation. Venture capital and industrial park have opportunities, such as Lu Xin venture, Zhang Jianggaoke and others can be concerned. Internet and so on belong to technological innovation, state-owned enterprise reform and so on belong to system innovation.

The three is the reform of the price elements such as kerosene and gas.

At present, CPI is at a low level as a whole. It is a golden period for the reform of price elements. The opportunities here are focused on the relevant instruments and meters, as well as the renovation projects in various industries, as well as changes in commodity prices. Recommendations such as the dollar index to 100, the phased layout of coal, coloured and other plates.

The four is national security. In 2015, the growth of the national defense budget continued to maintain 2 figures, or 10.1%, to 890 billion. This is a positive sign. Later, relatively clear, such as the preparation of marine strategic planning, and information security; specific industries, such as shipbuilding industry system, Beidou system commercialization, large aircraft business scale, information security integrated system. The aviation industry section strongly suggests that the stocks should be strong for six months, such as Hongdu airlines, hight tech, northern navigation, Beidou star, China ship and so on.

The five is regional economy. Mainly along the way, the Yangtze River economic belt, Beijing, Tianjin and Hebei, as well as the free trade area. This is the active fiscal policy + map market, which will continue in 2015. It requires patience and willpower to layout and attack.

The six is smart city. With the process of urbanization, the scientificity and modernization of urban construction are much concerned by management and the public. This will improve the employment and improve the level of urban management. If the target rate of registered unemployment rate in urban areas is controlled at around 4.5% in 2015, the role of smart city construction will gradually become more important as the scale of urban population increases year by year.

The seven is agricultural modernization. Accelerate agricultural modernization. We must adhere to the important position of "three rural issues" in order to make agriculture stronger, farmers richer and the countryside more beautiful. Such as farmland water construction, agricultural information, farmers' vocational education, new agricultural machinery research and development, agricultural processing, grain crops to feed crops pilot, improve the quality of agricultural products and food safety level.

The eight is stimulating consumption. Improve the consumption environment, such as food safety, pension health, energy conservation, environmental protection, physical education, brand building, logistics and transportation. Making the public willing to spend and dare to spend will be the focus. In this regard, the Internet, mobile communications, business models such as 020, and new energy vehicles will enjoy great splendor.