Afternoon review: Shanghai index rose 0.33percent, and the 3400 military industry plate rebounded and rose

 Afternoon review: Shanghai index rose 0.33percent, and the 3400 military industry plate rebounded and rose

As of 11:30, the net inflow of northward capital inflow was 4.367 billion yuan, the net inflow of Shanghai Stock connect was 2.905 billion yuan, and the net inflow of Shenzhen Stock connect was 1.462 billion yuan.

Citic securities issued a paper saying that to promote the great circulation of the capital market, it is necessary to accelerate the reform of the basic system. Recently, the central government has attached great importance to the reform of the capital market. It is expected that the reform ideas in the future can be summarized as financing side, investment side and institutional side. At present, Chinas household asset allocation is not balanced, and financial assets, especially stock assets, may have a larger expansion space. The continuous reform of capital market can lay a good foundation for the wealth effect of stock assets and help expand domestic demand strategy.

An Yaze, chief analyst of food and beverage of China Securities Construction Investment Co., Ltd., issued a paper saying that in the first half of the year, liquor companies cleared inventory and controlled delivery, accelerated delivery progress in the second half of the year, superimposed demand recovery, and performance certainty improved quarter by quarter. Compared with the low base of 20q1 / Q2, Baijiu will have a good performance in four quarters. At least from the perspective of the next year, the liquor industry will maintain a high prosperity.

Yang Xiaotong, an analyst of Galaxy Securities media industry, said that with the gradual improvement of the epidemic situation, the resumption of production and work in the film and television industry has been promoted in an orderly manner, and relevant departments have issued tax support policies for the film industry. It is expected that more supporting policies will be issued in the future, and the industry is expected to continue to warm up and walk out of the trough. At the same time, a large number of film and television companies were closed and cancelled during the epidemic period, and the industry concentration is expected to continue to increase. It is suggested to pay attention to the film and television leading companies with rich content reserves and high content quality.

CICC issued a paper saying that, considering the trend of CPI last year and the seasonality of previous years, the year-on-year growth rate of CPI may be generally flat in the third quarter and significantly lower in the fourth quarter. Historically, the sustained rise of food CPI may suppress the non food consumption of residents, and the impact on low-income groups may be particularly obvious. Combined with the weakness of non food inflation, the recovery of residents service consumption expenditure is still relatively slow, and the pressure of excess savings still exists. Looking forward, the gradual implementation of fiscal expansion will become the main focus for digesting excess savings. The growth rate of infrastructure investment may continue to be high, and PPI may continue to rise.

Source: Netease Financial Editor: Yang Qian_ NF4425