How to operate the Yuexin health stock tomorrow
In addition, game stocks, which continued to be sluggish, rebounded across the board yesterday. As of the close, Sanqi Mutual Entertainment (002555) rose more than 9%, and Gigabit (603444), Perfect World (002624), and Sunnet Technology (300113) follHow to operate the Yuexin health stock tomorrowowed the gains. Centaline Securities (601375) believes that although some companies have failed to meet expectations in the third quarter due to factors such as the progress of new product launches and the increase in purchase costs in the short term, as new products with delayed launch progress in the previous period continue to be launched in the medium and long term Firmly optimistic about the development of the game sector.
Third, the reform of state-owned enterprises. In the context of the global impact of the new crown pneumonia epidemic, external demand is affected, which may force domestic reforms to be further accelerated. The reform directions that have a greater impact on the domestic capital market are the reform of state-owned enterprises and the structural reform of the financial supply side. First of all, as far as the reform of state-owned enterprises is concerned, the current state-owned enterprise reform in my country has gone through the 0-0 stage, and the 1+N policy system is complete. The theme of state-owned enterprise reform started at the Third Plenary Session of the 18th CPC Central Committee in 2013, and the subsequent process can be divided into phase 0 from November 2013 to June 2016 and phase 0 from July 2016 to 2019. Since the Fourth Plenary Session of the 19th Central Committee of the Communist Party of China, the national reform has continued to deepen and entered the zero phase. Looking back at the pace of the national reform in 2019, progress was flat in the first half of the year, and signs of acceleration were obvious in the second half, especially after the Fourth Plenary Session of the Central Committee. In terms of time, referring to the central government’s accelerated reform of state-owned enterprises in the second half of 2016, the national reform will meet the theme of the next year before and after the two sessions. We expect the three-year action plan for state-owned enterprise reform before and after the two sessions this year is expected to be released. Important issues. From the perspective of the reform direction, it will focus on managing capital and delegate all the powers that should be exercised to enterprises to enterprises. Compared with the introduction of the top-level tracking documents for the 0 phase of the National Reform, in 2020, more attention will be paid to the implementation of the enterprise level, and breakthroughs in mixed ownership reform and professional reorganization will be ushered in. We are in "State-owned Enterprise Reform: What can we expect in 2020? "-20191231" also discussed the impact of the reform of state-owned enterprises on the capital market. From the perspective of corporate management constraints, with the guidance of deregulation and good management, listed company-level equity incentives will increase significantly. From the perspective of investment layout, it is necessary to set the tone in conjunction with strengthening and improving state-owned capital and vigorously developing advanced manufacturing and strategic emerging industries. The advancement of a series of state-owned enterprise reform policies in the future will improve corporate efficiency and stimulate market vitality. At present, most of the industry PBs with the highest proportion of state-owned enterprises are at a historically low level, while ROE is at a mid-to-low level. The acceleration of national reforms may trigger valuation restoration.
According to data from Oriental Wealth Choice, at the end of the third quarter of 2019, public funds held a total market value of 2 trillion yuan, which is 95% of the A-share market value of 453 trillion yuan in the same period, compared with 0.8 million at the end of the second quarter of 2019. Billion, an increase of 120 billion yuan.
The current market has the characteristics of a weak economy and a strong stock market. In the context of a weak economy, countercyclical policies are worth looking forward to. 2020 is the year of the decisive battle against the well-off and the closing year of the 13th Five-Year Plan. It is of great significance to achieve the annual economic growth target. Therefore, the overall policy tone must be loose and support economic development. According to the changes in the epidemic, the policy orientation will gradually change from the structure. Sex policy dominated to aggregate policy dominated. At the Politburo meeting, there were two more and two more positive statements about the aggregate policy, which means that the subsequent aggregate policy will still be introduced. The currency is concerned about RRR cuts, structural interest rate cuts, changes in deposit benchmark interest rates, etc., and finances are concerned about the deficit rate, Changes in local government special debt quotas, the role of policy finance, special treasury bonds, etc., and the industry level pays attention to policy responses such as automobiles, 5G, and new energy vehicles.
The proportion of large-scale real estate companies is relatively high, and the increase in the concentration of the real estate industry is gradually transferred to the fine decoration industry. In recent years, the concentration of the real estate industry has been increasing. On the one hand, large-scale real estate companies pay more attention to product quality and cost-effectiveness. On the other hand, they are more inclined to adopt a centralized procurement model and choose powerful decoration suppliers to provide services. The increase in the rate and the rapid growth of scale have also promoted the increase in the concentration of the fine decoration industry and further supported the growth of high-quality enterprises.
In the first quarter of 2020, the city's GDP was 578.6 billion yuan, a year-on-year dHow to operate the Yuexin health stock tomorrowecrease of 6%. Huawei, ZTE, Ericsson, and Xinke (Datang Mobile) won the bid and jointly shared an order of 33 billion yuan.
1 Sinopharm Group: The two new inactivated vaccines developed by Sinopharm have been used urgently and have been vaccinated hundreds of thousands of times. There has been no obvious adverse reaction or infection; tens of thousands of people who have gone to overseas high-risk countries and regions after vaccination have achieved zero infection.