The Top-Level Design And Strategic Positioning Of The A Share Market Is Worth Looking Forward To.

Today, the Shanghai composite index fluctuates around the 20 points of yesterday's closing point. The index seems to be quite calm, but the strength of the stock market has been quite dreadful. The number of two cities has increased by 750, and has fallen by 2022, with 31 trading blocks, 20 blocks down, the cement sector and banking sector taking the lead, and the educational media, environmental protection, pportation facilities, online games and other sectors leading down. At the close, the Shanghai stock index fell 0.07% to 3165 points, with a turnover of 437 billion 300 million yuan.

Fundamentals: the 28 session of the Standing Committee of the National People's Congress held the first seminar on securities market, entitled "deepening reform, opening wider to the outside world, and promoting the healthy development of China's securities market".

The news broadcast takes 2 minutes to make special reports, focusing on registration system and strict delisting system, so as to facilitate the preparation of registration.

Chairman Zhang Dejiang presided over the lecture.

It is noteworthy that Professor Wu Xiaoqiu, chairman of the A share market, is a strong optimist.

Wu Xiaoqiu believes that in order to build a big country financial match with China's great power status, we need to have a correct understanding of the functions of the securities market, understand the strategic significance of developing the securities market, and promote the strategy of securities market reform and internationalization.

For a long time, Prof. Wu Xiaoqiu participated in various stock market discussions, including the activities sponsored by the investment bulletin and the Guangdong radio and TV broadcasting market. He repeatedly called on the national level to introduce a "positive stock market policy" and looked at the strategic position of China's capital market from a global perspective.

Observers believe that the "majority" view is highly valued by high and high standards, and echoes with the constantly strengthened stock market. This shows that the top-level design and strategic positioning of the A share market is worth looking forward to.

Disk analysis:

Led by the weight plate continues to strengthen, the low valuation of the weighted advantage of the valuation advantage has shown a good resilience, while the overvalued stocks continue to be abandoned by the main force, stocks continued to decline quite large.

Today's disk is the response to the above fundamentals. The plate with undervalued advantages continues to strengthen, and the overvalued plate is weakened by the restriction of registration system and delisting system.

The investment concept centered on value investing is being reshaped. Investors should change their ideas and adapt to the new market environment in the early stage.

Ideas are closely integrated.

Expectations for future market:

The plate is expected to continue to strengthen, and the high valuation sector will continue to release risks. Before this trend is reversed, it is not easy to change the style and conform to the market trend.

Plate Nuggets: short term recommendations should focus on insurance, banking and marine economic concepts.

On the news side, there have been reports that China's marine economic development has generally maintained steady growth, and the marine economy will become a new blue ocean for China's economic growth.

The "12th Five-Year plan" referred to the marine economy as a national strategic height, and the party's eighteen major strategic plans for building a maritime power.

In the recent important foreign economic and trade activities at the national level, marine economic cooperation has also emerged more and more frequently.

In December 4th, South African President Zuma paid a state visit to China, and the marine economic cooperation became one of the key areas for China and South Africa to push forward.