Two sessions held soon, focusing on emerging industries and military 风云之长生

"NPC and CPPCC" will soon be held to focus on emerging industries and military Level2:A shares of sina finance speed Kanpan Sina Finance client: the most profitable investors in each reporter Yuan Dong A share investors to celebrate the Spring Festival holiday, while overseas markets over the same period experienced a huge shock. Yesterday (February 15th), investors began to panic in the first trading day of the monkey year. Fortunately, the Shanghai and Shenzhen two city in tiaokongdikai after rise up, the two city board were almost turned red, the gem and small plates successfully turned red, closing rose 0.95% and 0.03%. The performance of the stock market yesterday allows investors to eat a reassurance. Then, will the market continue to rebound? Which plates will perform better? "Daily economic news" reporter will check for you over the period of this period of the market, as well as the market optimistic about the plate this year. During the same period, prices rose by six or four, and there were many issues on the "two sessions" every year, and there were also a group of hot words. In 2015 China’s GDP growth slowed in the background, "reform" and "The Belt and Road", "environmental protection" and "NPC and CPPCC" become a hot word. At the same time, some hot words will also be reflected in the A share market. Daily economic news reporter found that during the past ten years, the stock index rose 4 times during the meeting, fell 6 times, of which the most fell in 2008, reaching 15.63%; in 2007, the largest increase, reaching 3.49%. However, in the month after the two sessions, the Shanghai stock index rose 7 times, only 3 times, of which the biggest decrease was in 2008, reaching 15.65%; and the biggest increase was in 2015, reaching 24.37%. Of course, because of the background and the actual situation of the stock market every year is not the same, so the "two sessions" before and after the stock market has gone up and down. For example, the "two sessions" last year on the way of the last bull market, so the achievements of nearly ten years of "two sessions" after the monthly increase record. In January this year, the Shanghai stock index fell by 22.65%. After entering February, as of yesterday’s close, the stock index rose by 0.31%, there is a downward trend. In addition, this year’s "two sessions" catalytic preheating, this year’s market worth attention. In addition, the reporter also noted that during the Spring Festival, with the dollar index fell sharply, the offshore RMB exchange rate sharply appreciated. Devaluation pressure, foreign reserves down pressure will be phased decline. New industries are worthy of attention. In the face of economic slowdown and environmental problems, industrial upgrading has become the focus of China’s economic transformation, and emerging industries have become the highlight of the national economic development. Huatai Securities said that the "two sessions" policy expectations, especially for emerging industry policy expectations, once ushered in favorable policies, the risk is expected to repair, rebound may come at any time. Specific to the industry, Huatai Securities listed new energy vehicles and intelligent vehicle, intelligent manufacturing, health care, energy saving and environmental protection, new materials, big data cloud computing, networking, which highlighted the robot intelligent manufacturing, integrated circuit, 3D printing and uav. In addition, Huatai Securities also put forward the spring of value speculators is on the theory

“两会”召开在即关注新兴产业和军工 新浪财经Level2:A股极速看盘 新浪财经客户端:最赚钱的投资者都在用   ◎每经记者 袁东   A股投资者欢度春节假期,而海外市场同期则经历了巨幅震荡。昨日(2月15日),股民朋友们战战兢兢地开始了猴年的第一个交易日。幸好沪深两市在跳空低开后奋起向上,两市主板均险些翻红,而创业板及中小板则成功翻红,收盘分别上涨0.95%及0.03%。   昨天大盘的表现可以让投资者们吃个定心丸了。随后,大盘是否会继续反弹?哪些板块会有较好的表现?《每日经济新闻》记者将为您盘点历年这一时期的行情,以及市场对今年看好板块的分析。   同期行情四涨六跌    每年的“两会”上,都会出现很多议题,随之出现的还有一批热词。   在我国2015年GDP增速放缓的背景下,“改革”、“一带一路”、“环保”等成为“两会”热词。   同时,一些热词也会反映到A股市场。《每日经济新闻》记者盘点过去十年这一期间行情后发现,会议期间,沪指上涨4次,下跌6次,其中2008年下跌最多,达15.63%;2007年上涨最多,达3.49%。不过,“两会”后一个月时间中,沪指有7次上涨,仅3次下跌,其中跌幅最大的是在2008年,达15.65%;而涨幅最大的是2015年,达24.37%。   当然由于每年股市的背景及实际情况都不尽相同,所以“两会”前后股市都有涨有跌。比如,去年“两会”就在上一波牛市途中,因此成就了近十年的“两会”后单月涨幅纪录。   而今年1月沪指月跌幅达22.65%。进入2月后,截至昨日收盘,沪指微涨0.31%,有止跌之势。加上今年“两会”的催化预热,今年这一期间的行情值得关注。   此外,记者还注意到春节期间,伴随美元指数大跌,离岸人民币汇率大幅升值。人民币贬值压力、外储下降压力都将出现阶段性下降。   新兴产业值得重视    面对经济增速放缓、环境问题等,产业升级成为我国经济转型的重点,新兴产业成为国民经济发展的亮点。   华泰证券表示,对“两会”的政策预期,特别是对新兴产业的政策预期,一旦迎来政策利好,风险有望修复,反弹随时可能到来。   具体到行业,华泰证券列举了新能源汽车与智能汽车、智能制造、健康养老、节能环保、新材料、云计算大数据、物联网等,其中,智能制造中重点提到了机器人、集成电路、3D打印及无人机。   此外,华泰证券还提出价值投机者的春天正在到来,建议关注两类股:一个是市值在500亿~1000亿,具备一定成长性的非周期消费类蓝筹股;另一个是高股息率的标的股。   军工股“火势正旺”    春节期间国内一片祥和,但是周边局势并不平静,这也为军工股的上涨制造了不少噱头。   方正证券指出,2016年是“十三五”开局年,是国防科技工业改革、军民融合深度发展的关键年,各军工集团下属上市公司和民参军企业将全面受益于这两个维度的改革红利。同时,在国防和军队建设力度不断加大的背景下,受益于武器装备建设投入,军工行业是为数不多的高确定性的成长性行业。因此坚定看好2016年军工板块的投资价值。   临近全国“两会”召开,军费预算的公布和科研院所改革、军民融合相关政策的讨论和出台有望推动军工板块在未来三周跑赢大盘。方正证券建议关注有业绩支撑的国防科技工业改革及民参军龙头。从四条主线看,可关注军民融合、信息化建设、航空海洋装备和军企改革。   关注“十三五”重点产业    2016年是“十三五”规划的开局之年,而在今年“两会”期间“十三五”规划将会被审议通过。因此“十三五”规划的内容也必将成为“两会”期间的热点,因为“十三五”规划提到的行业在政策、资金等方面会受到格外的“照顾”。   申万宏源提出了“十三五”值得重点关注的领域,包括:农业、制造业2025、基建项目、能源资源开发利用、战略新兴产业、传统产业升级改造、电子商务和服务业扩大开放、金融服务业、海洋经济、医疗养老等。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: