Reform Dividend Release Is Expected To Drive A Shares Stable Upward

Last Friday

There has been a trend of shrinkage.

Among them, the concept of rising prices of products represented by lithium ranks the top.

It seems that after continuous adjustment, the panic atmosphere of A shares has eased.

At the same time, during Qingming holidays, it benefited from the establishment of Xiong an new district.

Dividends are expected to be further released, thereby driving A shares up and up.

Reform dividend to release A shares to stabilize energy

It is undeniable that in recent years, the A share market is more recognized for the reform dividend.

When the Shanghai free trade zone was set up in 2013, Shanghai's local stock market had a sharp rally. In 2014, the strategy of "one belt and one road" also drove the stock market of Chinese architecture and China to build up a pulse market, and then set off a wave of main waves in 2015.

There is no doubt that market participants are strongly concerned about the establishment of Xiong an new district.

On the one hand is the formulation of the millennium plan, and because of the comparison with the Shenzhen special economic zone and Shanghai Pudong, this statement illustrates the strategic position of Xiong an new area, thus becoming the banner of the new round of reform. On the other hand, the establishment of Xiong an new area is expected to spawn new industrial cake. At least in infrastructure and other fields, it will bring huge industrial increment cake to the relevant listed companies.

Therefore, there are indications that the spring breeze of reform will boost market participants' optimistic expectations for the subsequent market.

A shares will rise slowly.

What's more, the financial tensions that led to the fall of A shares have eased.

Last week, the focus of A shares moved downward rapidly, which had a large correlation with capital intensity.

Last Thursday's national debt repo rate reached an alarming level of 30% at the annualized rate, mainly because the bond market ushered in the MPA "big test" this week, resulting in a large number of institutional funds being very tight, and the market interest rate rose sharply, which had a great impact on the whole A share trend.

This week, the A share trading has entered the April, which means that various agencies have successfully passed the MPA examination, and the demand for short-term funds has slowed down.

Therefore, it can be expected that the sentiment of the two market participants will return to normal, which is undoubtedly a positive trend for the A shares.

At the same time, the potential excitement in the A share market is taking shape.

everything

Reform concept stocks.

Last week, in the background of sluggish A share market, power stocks suddenly sprung up, and Leshan electric power and East Fujian electric power stocks pulled up vigorously. This shows that under the background of power reform measures falling down gradually, strong funds have begun to pay attention to the investment opportunities brought about by the redivision of the profit cake of the power industry after the reform.

Once a consensus is reached, there will be more influx of funds, which will drive the electricity sector to go up again.

The two is Internet Finance and consumption.

The strong growth momentum of other new formats is attracting market participants' interest.

For example, 2345 of the third quarterly reports in 2016 are expected to change from 30% to 50% in 2016 and 542 million 338 thousand and 400 to 625 million 775 thousand and 100 yuan in the range of changes.

However, the actual data disclosed in the 2016 annual report is 634 million 965 thousand and 600 yuan, exceeding the upper limit of the forecast interval.

The main driving force for the growth of its performance is the vigorous development of Internet finance, and this will also become the driving force for the sustained growth of performance in 2017.

Its 2016 annual report predicts that the net profit in 2017 will increase by 100% to 130% over the same period of 1-3 months. The reason for the high growth rate is that the company's "2345 loan king" financial technology platform business has maintained a high growth rate in the first quarter of 2017.

Similar scenes are also reflected in relevant information such as Omar electric appliances and Chongqing department stores.

Therefore, it can be speculated that consumer finance and Internet finance are expected to become new high growth stocks and become a new focus of market concern.

Three is the Xiong an new area benefit concept stocks.

With regard to the performance of Hong Kong stocks this Monday, building materials stocks and infrastructure industry stocks represented by Jinyu shares and so on may become the focus and excitement of the market.

As the recent building materials unit itself has the driving force of product price increase, such stocks are expected to be active again this week, becoming a new excitement in the market and driving market sentiment to continue to warm up.

To sum up, the short-term A share market will maintain a rising trend, and even do not rule out the possibility of re testing the top 3300 points.

Just because the volume is relatively shrinking, the trend of returning to the top of the box can not be smooth sailing, but the trend is becoming more optimistic.

Therefore, investors are still actively holding shares while paying attention to consumer financial stocks.

Financial stocks, electricity reform concept stocks, Xiong an new area benefit concept stocks and other varieties of trend.

More interesting reports, please pay attention.

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