The three indexes of Yingya securities consulting opened low and went low, and the performance of securities companies was sluggish

  The three major indexes of Yingya securities consulting opened low and went low, and the performance of brokerage stocks was sluggish
As of noon, the Shanghai index fell 0
71%, the Shenzhen Component Index fell 0
59% and the gem index fell 0
63%

The index opened low and went low in the morning
The three indexes all fell by more than 0
5%
The securities sector was depressed under the influence of market news
The concept of cloud Games was in the ebb, and the medical devices, agricultural planting and other sectors were active
Individual stocks fell more or less, and the trading limit was only more than 40
The frying rate was high and the market atmosphere was good

On the disk, it was previously reported that the CSRC planned to issue brokerage licenses to commercial banks
Most of the securities sectors weakened
Zhongtai securities fell more than 7%, Harbin Gaoke and China Galaxy fell more than 5%
The banking sector opened higher and then went down, with only CITIC Bank rising more than 2%; The cloud game sector rose and then ebbed several days before the festival, and the intraday touch boards such as Haobai holdings, Shunwang technology and Shengtian network fell by the limit; The concept of medical devices rose, and truking technology, Zhengchuan shares and baolaite successively rose the limit; Agricultural stocks were active, Xuerong biology rose by the limit, and Beida famine rose by more than 8%

Change review:
At 09:31, the banking sector opened higher, Zhangjiagang bank rose 3%, and Zijin bank, Bank of Xi'an, China CITIC Bank and other banks rose slightly
Previously, it was reported that the CSRC planned to issue brokerage licenses to commercial banks

At 09:33, the concept of medical devices rose, truking technology and Zhengchuan shares rose, Shandong Pharmaceutical glass contact plate, Nanwei shares and David medical followed

At 09:35, the securities sector continued to decline, with Zhongtai securities falling more than 5%, followed by Hongta securities, Guojin securities, Harbin Gaoke and Guoyuan securities

At 09:45, the photoresist plate continued to rise, and the capacity and sensitivity increased by 8%, followed by Fujing technology, jiejie micro electricity, Huate gas and OPP optoelectronics

At 09:48, the driverless sector rose and strengthened, Tianze information, Luchang technology and Shuanglin shares rose successively, and Zhongke Chuangda and Xingwang Yuda rose sharply

At 09:54, the food processing and manufacturing sector rose, and the price limit of Anji food rose
Xianle health and Haixin food rose by more than 8%, followed by Gui Faxiang and Ximai food

At 09:55, the concept of photovoltaic rose sharply, and Jinjing technology, dike Co
, Ltd
, Ancai high tech, xinlai Yingcai and other stocks rose the limit
On the news side, the results of photovoltaic bidding projects in 2020 were released, and the total scale was much larger than expected

10: 24
The securities sector rose, with China Merchants Securities up more than 6%, followed by Everbright Securities, China CITIC construction investment, Oriental Wealth, Guotai Junan, etc

Message side:
1
Ministry of Finance: from January to may, the total profits of China's state-owned enterprises decreased by 52
7% year-on-year
Ministry of Finance: from January to may, the total profits of China's state-owned enterprises decreased by 52
7% year-on-year; In May, the total profits of China's state-owned enterprises increased by 251
1% month on month, returning to 94
5% of the same period last year

2
MediaTek chases orders for three wave 5g chips from TSMC
According to Taiwan media reports, MediaTek has chased TSMC for orders in three waves due to the sharp increase in 5g chip shipments, adding more than 20000 chips per month, covering 7 nm and 12 nm, and queuing to cut into 5 nm

3
Will the bank be licensed as a broker? ICBC responded that it did not know the relevant information
In response to the news that the CSRC will issue brokerage licenses to commercial banks, ICBC responded to the first financial reporter, saying, & ldquo; We do not understand relevant information and do not comment on market rumors& rdquo; (First Finance)
Investment suggestions:
Guotai Junan Securities said that the external market fell significantly during the closing period of a shares
Although zhonggai shares were relatively resistant to the decline, there was short-term adjustment pressure on a shares, the progress of overseas epidemic prevention and control was lower than expected, the loose policy drive was at the end of the crossbow, and the four risks of increased supply pressure of a shares and deterioration of trading structure deserve attention
The increased certainty of profit restoration and sufficient incremental funds will make the market adjustment space very limited
From the perspective of incremental capital attribute, market supply and demand structure and liquidity environment, the structural characteristics dominated by the leading white horse will be maintained
It is suggested to pay attention to securities companies, media (games, film and television), household appliances (white electricity, small household appliances), electronics (semiconductors, consumer electronics), computers (information security, medical it), military industry (aviation industry chain, aerospace industry chain)