Up to 13:34, net inflow of funds from the North thirty-four point two nine 100 million yuan, net inflow of Shanghai Stock connect twelve point one seven 100 million yuan, net inflow of Shenzhen Stock twenty-two point one two Billion yuan.
According to Guosheng Securities Research Report, at present, the pace of resumption of work and production is clear, and the improvement of economic margin is high; the important meeting will be held soon, and the policy will enter the warm-up period; the heavy policy will support the regional economic development, and benefit the real economy and financial market. We believe that the callback space is relatively limited, and the market is expected to be restrained first and then lifted. In terms of operation, we should maintain the previous view, and not be too pessimistic in the future. Domestic demand and import substitution are still the focus in the later period. Focus on domestic demand supported by policies and areas affected by the epidemic, such as building materials, automobiles, home appliances, home furnishings, leading real estate, hotels, film and television, food and beverage, etc.
According to CITIC Securities Research Report, the capital market and securities industry are opening up rapidly, and foreign-owned securities companies are bound to affect the existing pattern of the securities industry. Looking abroad, there are many similarities between the opening of Japans securities industry in the 1980s and 1990s and the present. After more than 40 years of development, foreign investment has not changed the pattern dominated by local securities companies in Japan. Taking neighbors as a reference and giving full play to local advantages to cope with the impact of opening up, domestic securities companies need to: redefine business model, get rid of dependence on channel business; promote transformation with financial technology; reconstruct customer-centric organizational structure; strengthen cross-border integration and coordination.
Source: Yang Qian, editor in charge of Finance and economics of Netease_ NF4425