The three major indexes opened up collectively. How did the historical May index perform?
In the last trading week remaining in April, the New Third Board will usher in a major change, and the official PMI in April will be announced this week.Historical data shows that the monthly rise and fall of the Shanghai-Shenzhen Index in May are half the same. In the past 20 years, the Shanghai Index has risen 10 times and fell 10 times; the Shenzhen Index has risen 9 times and fell 11 times.On the morning of April 27, the three major indexes opened higher and the Shanghai Composite Index rose 0.13% reported to 2812.At 24, the Shenzhen Component Index rose 0.25% reported to 10449.At 13 points, the GEM rose to 0.37% reported to 2011.16 o’clock.According to the news, the state-owned stock transfer company began to receive application documents from 0:00 on the 27th, and officially started the replacement and review of the public offering of shares to unspecified qualified investors and listing business at the selected layer.Within 2 trading days after submitting the materials, the stock-to-equity company will make a decision on whether to replace it.According to wind statistics, as of April 26, there are 107 companies that are receiving receipts from tutoring and counseling centers in the selected layer, of which 12 listed companies have received tutoring agency receipts, namely Yingtai Biology, Guandian Defense, Guoyuan Technology, Blue Mountain Technology, Liujin Years, Ball Crown Cable, Fangda, Bettray, Airong Software, Longtai Home Furnishing, Chenyue Construction Management, Runnong Water Saving; there is also a company, MicroPort Optoelectronics, the companyThe announcement uses the original IPO counseling and acceptance.According to statistics, at the end of the first quarter of 2020, the balance of RMB exchange rate loans of financial institutions was 160.21 trillion yuan, an increase of 12 years.7%; an increase of 7 in the first quarter.1 trillion yuan, an increase of 1 in ten years.29 trillion.On April 26, the Ministry of Industry and Information Technology and the State Administration of Radio and Television issued a notice on promoting IPv6 transformation of Internet TV services.The notice requires that the IPv6 transformation of the network infrastructure be fully completed by the end of the third quarter, and that exchanges between various TV stations, CDN service providers, terminal manufacturers and other industrial chains will accelerate the realization of IPv6.How did the A-share index perform in history in May?According to statistics from Wind data, the Shanghai Stock Index’s monthly index in May has risen and fallen by half in the past 20 years. Among them, the largest increase in 2006 was 13.96%; the biggest drop in 2002 was -9.12%; last year, the Shanghai Composite Index fell by 5.84%.In terms of Shenzhen Component Index, Wind statistics show that in the past 20 years, Shenzhen Index has only risen 9 times and declined 11 times.Among them, the largest increase in 2007 was 19.13%; The biggest drop in 2005 was -11.25%; the Shenzhen Component Index fell 7 in May last year.77%.Regarding the market outlook, Huaxin Securities analysts pointed out that in the context of the rebound in A-share shrinkage and the decline in international crude oil prices, the market sentiment tended to be cautious in the context of the severe outbreak of overseas epidemics.The bottom warehouse, in the medium and long term, will continue to actively focus on new infrastructure (especially the core growth of the Q1 performance and the increase in orders).Analysts believe that the new infrastructure in 2020 is a typical booming industry theme and will be similar to the 5G industry equipment end in 2019.At present, 5G, big data centers, and UHV are among the fastest to be implemented in the new infrastructure.Among them, the 5G infrastructure has already shown a clear performance in 2019, and there is limited room for continued growth. It is recommended to focus on the application side of the 5G industry chain in 2020, such as high-definition video, virtual reality, cloud games, etc.In addition, existing listed companies have issued announcements, planning to invest in the construction of big data center projects; in terms of UHV, all 9 UHV transmission channels under construction by the State Grid have been resumed, and construction is accelerating, and the investment in construction projects will gradually reach 181.1 billionUSD, suggest to actively pay attention to related investment opportunities.For the upcoming May A-share investment strategy, BOC Securities Research reported that in May, the substantial impact of the epidemic will appear. US stocks are facing downside risks. They are alert to the risk of secondary sell-offs of overseas risk assets and the stock market volatility has increased.The report believes that the over-expected downlink of oil prices will become the fuse for the second shock of overseas markets in the future, will bring huge impact to the current high-leverage US shale oil companies, and cause risks such as credit defaults.The report judges that the liquidity-driven estimation and repair logic in the second quarter of the market reset is converted into profit factors. The second dip in the overseas market will bring uncertainty to the A-share market.Editor Xu Chao proofreading Wang Xin