The Ministry of Water Resources will consult on the implementation and schedule of the central water conservancy investment plan to speed up the construction of major water conservancy projects.
China Automobile Association: The sales volume of automobiles in June is expected to be 2.28 million, up 1 1% year-on-year.
Market review
Market comment: The market reappears trillion transactions, and the short-term shock is expected to increase.
Game industry: The industry was active in June, focusing on the performance of the semi-annual report.
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Futures information
Metal energy: gold 40 1.02, up 0.4%; Copper 49380, up 0.26%; Rebar 3600, up 0.87%; Rubber 10395, up by 0.82%; The PVC index was 6335, up1.85%; Zheng Chun 1798, up1.64%; Shanghai Aluminum 13980, up by 0.00%; Shanghai nickel 103250, up1.07%; Iron ore was 740.5, down 0.13%; Coke 1876, up 0.21%; Coking coal 1 193, up by 0.59%; Crude oil was 299.5, up1.63%;
Agricultural products: soybean oil 5760, up 0.84%; Corn 2 1 10, up1.5438+0%; Palm oil 5036, up1.66%; Cotton 1 1875, up by 0.00%; Zhengmai 25 18, up by 0.00%; Sugar 5046, up 0.16%; Apple 8 1 13, up1.55%;
Exchange rate: EUR/USD 1. 1239, down 0.11%; USD/RMB 7.0673, up 0.00%; USD/HK$ 7.7503, down 0.0 1%.
(The above futures data are from Shanghai Futures Exchange, Dalian Commodity Exchange and Zhengzhou Commodity Exchange)
Main recommendations
1. The Ministry of Water Resources held a consultation meeting on the implementation and scheduling of the central water conservancy investment plan to speed up the construction of major water conservancy projects.
According to the news of the Ministry of Water Resources on July 2, Ye Jianchun, Vice Minister of Water Resources, presided over the third consultation meeting on the implementation and scheduling of the central water conservancy investment plan in 2020, summed up the implementation effect of the investment plan in the first half of the year, analyzed the outstanding problems, and studied and deployed the implementation of the investment plan in the second half of the year.
Ye Jianchun pointed out that since the beginning of this year, all localities have conscientiously implemented the water conservancy tasks set in the government work report, worked hard to overcome the impact of the epidemic and actively implemented investment plans in accordance with the requirements of the party group of the Ministry, and achieved remarkable results. By the end of May, good progress had been made in the main indicators of water conservancy project implementation, such as operating rate and investment completion rate. In particular, the completion rate of major water conservancy projects increased by 2.3 percentage points compared with the same period of last year, and local water conservancy investment was 386.6 billion yuan, more than the same period of last year 187 billion yuan.
Ye Jianchun demanded that all localities should improve their political stance, resolutely implement the decision-making arrangements of the CPC Central Committee and the State Council, take effective measures to speed up the implementation of investment plans, and give full play to the important role of effective water conservancy investment in the "six guarantees". First, the provincial water conservancy departments in areas with slow progress should earnestly assume the responsibility of organizing, implementing and supervising the planning, organize and study the work measures to speed up the progress as soon as possible, refine the work objectives, compact the responsibilities, and solve problems on special topics; For regions and projects that have failed to promote and rectify, it is necessary to strengthen interviews, supervision and accountability. Second, the types of projects that are behind schedule, the relevant departments should strengthen supervision, analyze which areas are slow in progress, find out the reasons, especially the major water conservancy projects that are slow in progress, and guide and urge the provincial water conservancy departments and project legal persons to analyze the problems existing in management responsibilities, construction organization and technical strength. , find the right measures to accelerate the construction progress. The third is to speed up the construction of major water conservancy projects. For the project that has been approved for feasibility study, the provincial water conservancy department should guide and supervise the project legal person, actively implement the construction funds such as financial funds, local government special bonds and bank loans, speed up the improvement of construction conditions, and start construction as soon as possible. For projects that are expected to be approved for feasibility study this year, it is necessary to complete the feasibility study approval and the handling of important elements as soon as possible, strive for more development, and give full play to the role of major project investment.
Ye Jianchun reported the recent rain and water situation, and demanded to fully understand the extreme importance of doing a good job in flood and drought disaster prevention this year, promptly investigate and eliminate potential risks, resolutely hold the bottom line of flood and drought disaster prevention, and fully protect people's lives.
Comments: Since the beginning of this year, there have been heavy rains in the south and many places have been seriously affected. The importance of water conservancy facilities construction is highlighted. The meeting of the Ministry of Water Resources called for speeding up the construction of major water conservancy projects, which is expected to bring certain trading opportunities to related stocks mainly related to water conservancy projects.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. China Automobile Association: The sales volume of automobiles in June is expected to be 2.28 million, up 1 1% year-on-year.
According to the sales report of key enterprises of China Automobile Industry Association, it is estimated that the sales volume of the automobile industry in June will be 2.28 million vehicles, up 4% from the previous month and up 1 1% year-on-year. The cumulative sales volume of the automobile industry from June to June is expected to reach10.24 million vehicles, down 17% year-on-year.
Comments: The automobile sales express in June showed that the automobile sales in June showed signs of improvement both year-on-year and month-on-month. It is expected that the performance of auto stocks and auto parts stocks will improve in the second quarter. The stock market outlook of related sectors is expected to get performance opportunities.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Market review
1, Market Comment: The market reappears trillion transactions, and the short-term shock is expected to increase.
On Thursday, the market index of the two cities opened slightly lower and then rose, and the total turnover of the market was enlarged compared with that of Wednesday, with a total turnover of 1080 1 100 million yuan. Specifically, the Shanghai Composite Index rose 2. 13% to close at 3090.57 points. The Shenzhen Component Index rose 1.29% to close at 12269.5; The GEM index rose 0.20% to close at 2424.39 points.
On the surface, financial stocks, liquor stocks, tax-free concept stocks and real estate stocks, led by brokerage stocks, performed strongly, while medical and pharmaceutical stocks performed poorly. From the trend, both Shenzhen Component Index and Growth Enterprise Market Index hit four-year highs, and the market turnover continued to enlarge in the past two trading days, and the Shanghai Composite Index is expected to break through the new high of the year. Operationally, the Shanghai Composite Index accelerated for two consecutive trading days. If it continues to accelerate, it is expected that the short-term index will fluctuate greatly. In terms of opportunities, we should continue to grasp the rhythm of plate rotation, and suggest paying attention to stocks with good performance in the interim report, as well as big financial sectors such as food and beverage, consumer electronics, brokerage, insurance and banking.
(investment consultant? Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)
2. Game industry: The industry was active in June, paying attention to the performance of the semi-annual report.
In May, 2020, the top ten domestic ios revenue lists were: the glory of the king, Peace Elite, and Three Kingdoms. Strategic Edition, Fantasy Westward Journey, Sword and Expedition, Leading Place, Yin and Yang Division, SHEN WOO 4, New the legendary swordsman, and Chinese Odyssey have not changed much, but the top five remain stable. Before 10, Netease accounted for 4 seats, and 3 seats all rose slightly. Before downloading the list, 10 people changed a lot, and all five were new tours. Among them, Tencent's "Under One Man" was developed by Tencent and adapted from the horizontal version of Guo Man's IP fighting mobile game with the same name. Since it was launched on May 27th, it has been ranked first in the game download list for 7 consecutive days. Third, the disappearance of love, similar to the sunshine pig farm that was on fire some time ago, is a three-elimination online game. In addition, the 3D turn-based RPG Flowers in the Mirror of Mountains and Seas produced by Youzu, the simulation game Class Teacher Simulator produced by PapaBox, and two super casual games ranked 8th and 10 are all on the list for the first time. Among the top 65,438+00 global game revenue rankings in May, Pokémon GO rose six places to rank fourth, which may be related to its "Remote Raid Pass" launched in late April. During the period of coronavirus pneumonia-19, this new payment function allows players to fight with other players nearby without leaving home. Tencent's the glory of the king and its overseas version of the glory of the king still topped the list, while PUBG MOBILE rose two places, ranking fifth. In contrast, with the weakening of the domestic epidemic effect, the income ranking of the peace elite has also declined. Lilith's The Awakening of the Nation reached the summit again after three months 10.
Comments: Affected by the favorable theme and performance expectations, the performance of the game sector continues to be eye-catching. In July, it will enter the semi-annual report disclosure period. It is recommended to choose the game sector leader with better overall performance this year.
(Investment consultant Yang Dong? Certificate number of registered investment consultant. :S02606 15080007)