A shares opened higher and went higher, and the technology sector was active

  As of midday, the Shanghai Composite Index rose 1
30%, the Shenzhen Component Index rose 2
00% and the gem index rose 1
89%

A shares opened slightly higher in the morning, then steadily strengthened, and the technology sector was active; Voice technology, park development, Huawei Hisilicon concept, semiconductors and components, and consumer electronics led the increase
In addition, several stocks of Tesla concept stocks rose by the limit
Previously, Tesla said that it expected the production speed of model 3 cars to reach 4000 cars per week by the middle of this year, and would reduce the price of model 3 standard endurance version on April 30 and control it within 300000; There were nearly 50 price limits in the two cities
The overall market performance was strong and the profit-making effect was good

On the disk, the voice technology sector opened higher and went higher, Jinglun electronics rose the limit, and Gongda electroacoustic, goer shares, iFLYTEK and Hanwei technology rose; After the development and adjustment of the park, the limit of Shibei high tech and electronic city rose, followed by Jinqiao, Lujiazui, Zhangjiang High Tech and Shanghai Lingang in Pudong; The bottom of the integrated circuit sector rebounded, Juchen shares of the science and Innovation Board rose by the limit, Huate gas rose by more than 10%, and Changdian technology and Zhaoyi innovation rose by the limit, with more than 50 stocks rising by more than 5% in the sector; Affected by the news, the overall performance of Tesla plate was strong, with more than 10 stocks including Feilong shares, Jingwei shares, Sanfeng intelligent, Dongmu shares, Huayu automobile and World Games circuit trading

Change review:
At 09:36, the wireless headset sector rose, Jiahe intelligent seal rose by the limit, Ganfeng lithium industry rose by more than 6%, followed by Anjie technology, Yiwei lithium energy, huanxu electronics and Fuman electronics

At 09:39, Tesla concept stocks continued to rise, Jingwei shares, Sanfeng intelligent and yinlun shares rose by the limit, and huachangda, top group, World Games circuit and Huayu automobile rose by more than 7%

At 09:46, the concept plate of integrated circuit rose, Changdian technology rose by the limit, and Zhuosheng micro, Tongfu micro, Lanqi technology and Fuman electronics followed
Juchen shares of science and Innovation Board rose more than 10%

10: 13
The photoresist sector strengthened, with Huate gas rising by more than 7%, followed by Jingrui shares, Rongda photosensitive, Xinyuan micro and Yongtai technology

10: The trading limit of Juchen shares, an individual stock on the science and innovation board, was now reported at 63
61 yuan, the turnover rate was 9
28%, the turnover was 153 million yuan, and the current total market value was 7
687 billion yuan

10: 46 5g plate strengthened
Shida group closed the limit and moved to communication, which rose by more than 7%, to pure technology, Dongfang Electric heating, Dongfang Tong, Wanma technology, etc

10: 52
The securities sector rose, with Hongta securities up more than 7%, followed by BOC securities, Tianfeng securities and Huaxin shares

Message side:
1
Tesla: the price of model 3 standard endurance will be lowered on April 30, Beijing time
Tesla said it would reduce the price of the model 3 standard endurance version on April 30, which would be lower than the subsidy limit; The company believes that this will increase the gross profit margin
Battery day may be held in California or Texas in the third week of May

In addition, when Tesla released its first quarter profit report on Wednesday, it said it would delay the production and delivery of its electric semi-trailer truck semi until 2021
This means that Tesla semi project is two years behind the original plan

2
A-share quarterly report released: 70% of the company's profits are the most beautiful in agriculture, forestry, animal husbandry and fishery
In the first quarter of this year, 898 companies in the A-share market achieved a year-on-year increase in net profit, 1223 companies experienced a year-on-year decrease in net profit, 922 companies experienced losses and 110 companies achieved turnaround

3
National Bureau of Statistics: China's manufacturing PMI in April was 50
8, with an expected 51 and a previous value of 52
In April, the good situation of epidemic prevention and control in China was further consolidated, the production and living order was accelerated, and the production and operation activities of manufacturing and non manufacturing industries continued to improve
Manufacturing PMI was 50
8%, down 1
2 percentage points from the previous month; The non manufacturing business activity index was 53
2%, up 0
9 percentage points from the previous month; The comprehensive PMI output index was 53
4%, up 0
4 percentage points from the previous month

Investment suggestions:
CSC: Tesla is expected to realize the transformation of its parts localization rate from 30% to nearly 100% in 2020; Independent power battery supply Tesla is expected to bring the localization of new energy vehicles to a higher level in the supply chain as a whole
Investors are advised to pay attention to the leading global power battery enterprises and high-quality suppliers in the industrial chain

China Galaxy: with the gradual increase of infrastructure investment, the acceleration of the construction progress of major projects and the increase of the amount of new special bonds of local governments, it is expected that the growth of infrastructure investment demand will become the main tone to drive the cement demand in 2020
According to the Research Report of Zhongtai securities (- ---, diagnostic shares), Hubei benefited from policy support after the epidemic: a new round of infrastructure small cycle has been gradually started, the policy level has been very clear, and the neutral judgment is that the annual growth rate of infrastructure investment is about 10%