Changhangcan restaurant

Main recommendations

Yi Gang: China's economic growth has remained resilient and its long-term fundamentals have not changed.

Ministry of Industry and Information Technology: Accelerate the construction of new infrastructure such as 5G network, Internet of Things and big data.

Market review

Market comments: Appropriate light index, heavy stocks, focusing on stocks whose quarterly report exceeds expectations.

Macro view: the "new infrastructure" of charging piles is expected to usher in explosive growth.

Medical information: the bidding for the medical insurance information platform has landed, and the medical insurance IT boom is expected to accelerate.

Futures information

Metal energy: gold 380.00, up 0.39%; Copper 4 1570, down 0.17%; Rebar 3382, up 0.15%; Rubber 10060, down1.71%; The PVC index was 5400, down 0.83%; Zheng Chun 1723, down 2.27%; Shanghai Aluminum 12095, up1.43%; Shanghai nickel 95850, down1.84%; Iron ore 6 14.0, down 0.41%; Coke 1720.5, down 0.26%; Coking coal 1 156.0, up by 0.43%; Brent oil was 34.22, up 0.91%; Manganese silicon 7 166, up by 3.35%; Rubber plate 188. 10, up 4.21%; Fuel 1607, down 4.12%;

Agricultural products: soybean oil 5538, up 0.14%; Corn 2060, up 0.15%; Palm oil 46 18, down 2.29%; Zheng Mian 1 1235, down 0.97%; Zheng Mai 2577, down 0.23%; White sugar 5274, down 0.42%; Apple 72 18, down 2.22%; Jujube 10 140, up by 0.05%;

Exchange rate: Euro/USD 1.08, down 0.63%; USD/RMB 7.08, up 0.16%; USD/HK$ 7.75, flat.

Second, the key recommendation

1, Yi Gang: China's economic growth has remained resilient and its long-term fundamentals have not changed.

Event: On April 6th, the 4th meeting of the International Monetary and Financial Committee (IMFC) was held by video. At the meeting, Yi Gang, governor of the central bank, introduced the economic situation in China, saying that the situation of epidemic prevention and control in China continued to improve, and the production and living order was accelerated. China's economic growth has remained resilient, and its long-term positive fundamentals have not changed. China supports the International Monetary Fund to play a central role in the global financial safety net, continue to promote international macroeconomic policy coordination, provide strong support for member countries to fight the epidemic, and promote global economic growth and financial market stability.

Comments: Although the epidemic in the first quarter had a serious impact on China's economy, with the gradual control of the epidemic, the domestic resumption of work and production will be promoted in an orderly manner, which will push the economy back to the right track. China has a complete industrial chain, a huge domestic demand market and an outstanding "engineer bonus", which constitute a long-term fundamental advantage and a solid support for the long-term upward trend of the stock market.

(investment consultant Zhong Yanling registered investment consultant certificate number: S02606 13020024)

2. Ministry of Industry and Information Technology: Accelerate the construction of new infrastructure such as 5G network, Internet of Things and big data.

Event: the State Council Joint Defense Control Machine is scheduled to hold a press conference on April 6th16th in the conference hall on the third floor of the East Building of Beijing Guoerzhao Hotel (No.6 Xizhimen South Street, Beijing) to introduce the situation of orderly promoting private enterprises and small and medium-sized enterprises to resume work, and invite the heads of relevant departments of the Ministry of Industry and Information Technology and the All-China Federation of Industry and Commerce to answer media questions. Xu Kemin, Director of the Industrial Policy and Regulation Department of the Ministry of Industry and Information Technology, said: Stimulate the vitality of the domestic demand market, play the role of "internet plus", stimulate traditional consumption such as textiles, household appliances and automobiles, actively support the development of new modes and new formats such as telemedicine, online education, digital science popularization and online office, and promote the consumption of smart terminals and services. Accelerate the construction of new infrastructure such as 5G network, Internet of Things, big data, artificial intelligence, industrial Internet and smart cities, accelerate the construction of key projects such as industry and communication, and follow up the landing of key foreign investment projects.

Comments: This year's "new infrastructure" represented by 5G is one of the key areas of policy development. With the three major operators stepping up the construction of 5G, the industrial chain is expected to usher in more certain investment opportunities this year, and related companies deserve special attention. (investment consultant Zhong Yanling registered investment consultant certificate number: S02606 13020024)

Third, the market review

Market comments: Appropriate light index, heavy stocks, focusing on stocks whose quarterly report exceeds expectations.

On Thursday, the market rebounded slightly. On the surface, digital currency, charging piles, electronic payment and diagnostic reagents are among the top gainers, while catering, tourism, textiles and clothing are lagging behind. The two cities have a daily limit of 85, with a daily limit of 14. The net inflow of northbound funds was 3.8/kloc-0.50 billion yuan, of which the net inflow of Shanghai Stock Connect was/kloc-0.95 billion yuan, and northbound funds flowed in for three consecutive days. At the close, the Shanghai Composite Index rose 0.3 1% to 28 19.94 points, the Shenzhen Component Index rose 0.5 1%, and the Growth Enterprise Market Index rose 1.56% to 200,839 points, with a total turnover of 594.989 billion yuan. On the disk, the activity of individual stocks increased compared with yesterday, and the number of companies with daily limit increased. In the short term, domestic economic data in the first quarter will be fully disclosed, and this node will be an important decision-making basis for observing whether economic policies are overweight, so this Friday will be a more important time window. The operation is cautious and optimistic. It is expected that the market will continue to fluctuate and sort out the market. In operation, it is suggested that the index should be light and the number of individual stocks should be heavy, focusing on the stocks that exceeded expectations in the quarterly report. It is suggested to pay attention to big infrastructure, 5G, charging piles, biomedicine and other sectors on dips. The stock market is risky, so you need to be cautious in investing.

(investment consultant? Where's Gu? Registered Investment Consultant CertificateNo.: S026066 1 1020066)

Macro view: charging pile "new infrastructure" is expected to usher in explosive growth.

Event: On April 14, the State Grid started a new round of charging pile construction, and it is planned to invest 2.7 billion yuan for charging pile construction, adding 78,000 charging piles. The projects are distributed in 24 provinces such as Beijing, Tianjin, Hebei, Shanghai, Jiangsu, Hunan and Qinghai, covering various types such as public utilities, special use, logistics, sanitation, community and port shore power.

Comments: As one of the seven major areas of new infrastructure, new energy vehicle charging piles have the characteristics of large investment and long chain, which is an important guarantee for the development of new energy vehicle industry. In fact, charging piles are not only independent and physical, but also involve "new infrastructure" fields such as 5G, big data and industrial Internet. Intelligent charging network is also an integral part of smart city. With the strong support of the policy, the relevant industry chain leaders are expected to continue to benefit, and it is recommended to pay active attention.

(investment consultant? Where's Gu? Registered Investment Consultant CertificateNo.: S026066 1 1020066)

Medical information: the bidding for the medical insurance information platform has landed, and the medical insurance IT boom is expected to accelerate.

Establish a unified national medical insurance IT system in 2020 to prepare for the smooth implementation of DRGs 202 1. After the outbreak, the unified medical insurance IT system and the subsequent information construction such as remote settlement, medical insurance fee control and medical insurance supervision are expected to speed up. The establishment of a unified national medical insurance information system means that the medical insurance system in most areas will be overthrown and rebuilt, and the stock market will be transformed into an incremental market, which is expected to activate the demand for medical insurance IT market.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)