Securities Times

According to the China Federation of Logistics and Purchasing, the China Bulk Commodity Index (CBMI) for May 2023, surveyed and released by the China Federation of Logistics and Purchasing, was 100.7%, an increase of 0.4 percentage points from the previous month. Among the sub-indices, the supply index and inventory index rebounded, while the sales index continued to fall.

In June, the domestic bulk commodity market will present a situation of insufficient demand in the off-season, high supply decline, limited domestic policy boost, and high external risks. The overall commodity prices will still be in a stage of weak consolidation, and the prices of some commodities will go down to a certain extent. space.

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Securities Times News, the General Office of the Shenzhen Municipal Committee of the Communist Party of China and the General Office of the Shenzhen Municipal People’s Government issued a notice on the “Action Plan for Accelerating the High-quality Development and High-level Application of Artificial Intelligence in Shenzhen (2023-2024)”, which proposes to cultivate high-quality data factor market. Before the end of 2023, public data opening management measures, public data resource catalogs, and public data opening plans will be formulated. Build the city’s public data open operation platform, establish multi-modal public data sets, create high-quality Chinese corpus data, use technologies such as privacy computing and data security circulation, and integrate data from education, medical and other industries with enterprise data. Study and introduce policies and measures for cultivating the data element market, further expand the transaction scale of Shenzhen Data Exchange, encourage industry leading enterprises and platform enterprises to provide high-quality data products and professional data services, and guide enterprises to explore data assets, open data resources, and participate in data exchange. transactions, and build a batch of enterprise data brands. Accelerate the research and development of technologies such as separation of storage and use, measurement and transaction, and safe circulation, focus on cultivating multiple entities such as data source providers, data developers, data service providers, and platform service providers, and promote the comprehensive collection, storage, washing, labeling, and training of data develop.

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Securities Times Net News, Huatai Securities pointed out that the expected improvement in volume and price + high cost-effective allocation + valuation return can be expected, and seize the opportunity for bank restoration. my country’s banking industry has excellent profitability and solid asset quality, but it has been in a low valuation for a long time. As retail and small and micro loans enter the recovery channel, the pressure of financial profit sharing will ease, and the volume and price of banks are expected to meet the inflection point. Under the background of general pressure on the return rate of major assets, the banking sector, which enjoys the dual advantages of low valuation and high dividend, has a prominent cost performance ratio, which is in line with the long-term capital investment style. With the accelerated entry of insurance funds, the expansion of passive products, and the continuous influx of foreign capital, it is expected to support the continuation of the market. Pay attention to the allocation value of large banks with high dividends, and small and medium-sized banks may get opportunities to make up for growth. Individual stock recommendations: 1) Undervalued central enterprises ICBC (AH), China Construction Bank (AH), Agricultural Bank of China (AH); 2) Ningbo and Suzhou with outstanding growth; 3) Small and micro-chains Changshu, Zhangjiagang, Ruifeng.

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Securities Times News, Zhongtai Securities pointed out that the market as a whole in June may still be mainly adjusted, emphasizing the priority of defense. It is recommended to pay attention to the pharmaceutical sector, national security sectors such as military industry and semiconductors, as well as the main lines of public utilities such as central enterprises such as electric power. Specifically: 1) medicine, the long-term complex impact of the epidemic on society and the increase in residents’ demand for medical treatment under the influence of aging and the country’s subsequent investment in medical resources have accelerated, making it possible for businesses including traditional Chinese medicine, medical equipment, OTC, and pharmacies to The prosperity of the pharmaceutical sector can run through the whole year without policy stimulus or even a longer period. Traditional Chinese medicine, OTC and other pharmaceutical varieties can be gradually deployed when they are adjusted; focus. The above-mentioned sectors have undergone adjustments, and the current relevant policy orientation has been continuously strengthened. The growth rate of military expenditures this year has maintained a steady growth, superimposed on the security of the supply chain and the catalysis of the reform of state-owned enterprises by military industry groups, and there may be greater structural opportunities in the military sector; the security sector such as semiconductors may have greater policy support, forcing the localization rate to further increase ;3) A new round of state-owned enterprise reform has kicked off, and the leading central enterprises with low valuations and high dividends are still in the “depression” of A-share valuations, and the realization of value is expected to reshape the valuation of central enterprises; 4) Under the impact of the epidemic and the downward impact of real estate, consumption And the new infrastructure may be under pressure, policy changes may stimulate consumption and new infrastructure, domestic products, snack foods, and small household appliances that are less elastic corresponding to the middle and low-income class are expected to benefit, and we can pay attention to the reversal of the plight of mass consumption” Layout opportunities.

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According to the e-company news from the Securities Times, the three major A-share indexes fluctuated at low levels in the morning. As of the midday close, the Shanghai Composite Index fell 0.58%, the Shenzhen Component Index fell 0.12%, and the ChiNext Index fell 0.21%. On the disk, the pharmaceutical sector strengthened across the board, the concept of new crown drugs rose sharply, Hanyu Pharmaceutical, Nuotai Biological, etc. rose by more than 10%, and stocks such as Zhongsheng Pharmaceutical and Xinhua Pharmaceutical rose by their daily limit. CPO concepts, building materials, POE film, integrated die-casting, TOPCon batteries, HJT batteries, commercial chains, textiles and apparel, and other sectors also saw the largest gains, while shipping, insurance, telecom operations, virtual power plants, banks, and Chinese prefixes saw the largest declines. Stocks in the two cities fell more than rose, and more than 2,600 stocks fell.

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According to the latest strategy report of China Securities Times, the recent economic data continue to point to a weak economic recovery. In April, the industrial added value, social zero, and fixed asset investment all fell short of expectations. The accelerated depreciation of the renminbi fell below the 7.0 mark. , the market is waiting for the policy to increase. The short-term market is expected to continue to find the bottom, and the main line adjustment is not complete.

Taking history as a mirror, counter-economic cyclical assets (stable/technology) performed better during periods of rapid decline in the RMB exchange rate in the past 18 years. Economic fundamentals are negatively correlated or have a low degree of correlation. The recent low-level market rotation is performed as scheduled. Before the short-term domestic and overseas macro expectations are further clarified, the market is expected to still focus on the defensive strategy with low wind bias and heavy odds, focusing on independent cyclical sectors with policy expectations, focusing on durable large items Consumer goods such as new energy vehicles and home appliances; industrial motherboards and semiconductor equipment that benefit from self-controllable, structural upgrades, and electricity that has seen a significant counter-cyclical profit recovery; in addition, among counter-cyclical assets, emphasis is placed on electronics that are expected to catalyze an inflection point in the near future. Industry concerns: electronics, home appliances, new energy vehicles, industrial machines, robots, semiconductor equipment, electricity, etc.

Disclaimer: The Securities Times strives for truthful and accurate information, and the content mentioned in the article is for reference only and does not constitute substantive investment advice, so operate at your own risk

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