The index shock weakened and airport shipping stocks rose against the trend

  As of midday, the Shanghai Composite Index fell 0
26%, the Shenzhen Component Index fell 0
33% and the gem index fell 0
29%

The index fluctuated in a narrow range in early trading, weakened in midday trading, the differentiation and correction of the recent hot stall economic concept, the concept of airport shipping rose sharply, the bicycle, RCS concept, tourism, Hubei and other sectors were active, individual stocks fell more or less, the daily limit was only more than 50, the plate explosion rate was high, and the overall market atmosphere was poor

On the disk, the concept of stall economy ushered in a correction after several days of popularity, with obvious intra plate differentiation
Small Commodity City, Yindu shares and Xiaokang shares rose by the limit, while Zhejiang Dongri, Baida group and Huijia era fell by the limit; In May, the flight execution rate of many airports recovered significantly, airport shipping concept stocks rose sharply, Huaxia Airlines rose 9%, and China Eastern Airlines, Air China and China Southern Airlines rose more than 5%; Cycling stocks were active in early trading, with Shanghai Phoenix and Xinlong healthy trading limit; Radio and Television Department intraday changes, Gehua cable limit

Change review:
At 09:30, the Hubei plate opened higher, Donghu hi tech, Three Gorges new material and Zhongbai group rose the limit, and Dongfang Jinyu and hanshang group rose sharply

At 09:33, the concept of sharing bicycles rose, Shanghai Phoenix rose the limit, Xinlong health rose more than 8%, and Bafang shares and Zhonglu shares rose

At 09:43, the radio and Television Department was promoted, Gehua cable was closed, and Hubei Radio and television, radio and television network, Guangxi Radio and television, Guizhou Radio and television network, etc
followed

At 09:48, the photoresist plate rose, Guangxin materials rose by more than 8%, and Lanying equipment, Jingrui shares, jiuri new materials and FeiKai materials followed

At 09:48, the RCS rich media communication sector continued to rise, with Shenzhou Taiyue trading, zhongjiabo rising by more than 4%, followed by mengwang group, Hailian Jinhui, Wutong holdings, CITIC Guoan, etc

At 09:53, the airport shipping sector rose and strengthened, Huaxia Airlines rose by 8%, followed by Spring Airlines, China Eastern Airlines, Air China and Jixiang airlines

Message side:
1
Jingdong listed on the Hong Kong Stock Exchange
According to the Hong Kong Stock Exchange document: Jingdong passed the listing hearing of the Hong Kong stock exchange

2
OPEC and oil producing countries will discuss extending the oil production reduction agreement on Saturday
Source: OPEC and oil producing countries will meet on Saturday to discuss extending the oil production reduction agreement

3
Chuanpin Duoduo has submitted materials for secondary listing in Hong Kong and listed for trading in mid and early July
It was learned from people close to the transaction that pinduoduo had secretly submitted listing related materials to the Hong Kong Stock Exchange on June 3
It is expected to pass the hearing at the end of June and will be officially listed on the Hong Kong Stock Exchange in mid and early July
(Sina Technology)
Investment suggestions:
Huatai Securities said that as the A-share boom repair entered the third stage, the short-term consumer investment demand repair has been fulfilled, and the medium and long-term domestic and foreign consumer investment demand repair has yet to be verified, the market focused on the former with relatively strong boom
Near the end of the second quarter, whether the market can improve the valuation in the direction of the third phase of boom repair depends on the sustainability and slope of the boom upward, as well as two Liquidity: 1) equity market liquidity; 2) The stronger growth difference between M1 and M2 reflects the activation of entity business liquidity
The former is supported by the inflow of foreign capital brought by the adjustment of FTSE Russell index in June; The sustainability of the latter depends on the intensity of the resumption of production and work of foreign demand and whether the subsequent demand can stimulate the re destocking under the balance of domestic supply and demand
It is suggested to pay attention to the structural opportunity of economic recovery in the third stage