News: the Shanghai stock index rose more than 0.5percent, and the growth enterprise market index rose more than 1percent on the 3400 gem

category:Finance
 News: the Shanghai stock index rose more than 0.5percent, and the growth enterprise market index rose more than 1percent on the 3400 gem


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.

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.

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