Special topic: the A-share concussion arrangement is expected to maintain the concussion and upward pattern.

Stock speculation to see Jin Kirin analyst research report, authoritative, professional, timely, comprehensive, to help you tap the potential of the theme opportunity!

According to the news on May 9, the three major indexes rebounded collectively in early trading, with the Prev up nearly 1% in half a day and the record index up 1%.Gamekingvideopokermachineforsale.85%. In terms of the plate, the cobalt plate rose in early trading, and the 20cm of Hezhong Technology (rights protection) rose by the limit.GamekingvideopokermachineforsaleLithium battery concept stocks continue to be strong, Tianli LiNeng, Blue Ocean Huateng 20cm trading limit, Fengyuan shares, Keli far trading board; cellular immunotherapy concept repeatedly active, Tailin biology, Kaileng healthy intraday trading; shipping concept collective rise, Phoenix Shipping, COSCO Haifa trading limit. In terms of decline, the dye plate fell into adjustment, United Chemical fell more than 8% to lead the decline; ST plate depressed, * ST Baoli fell by the limit; aquaculture plate collective pullback, ST Tianbang, Xiaoming shares led the decline. Overall, individual stocks showed a general upward trend, up more than 4500 stocks.

By midday's close, Prev was up 0.91% at 3156.96 points, Shenzhen Index was up 1.63% at 9795.60 points, and Chuangshi Index was up 1.85% at 1899.69 points.

On the disk, cobalt, lithium batteries, cellular immunotherapy plate led the rise, ST plate, dye, aquaculture plate led the decline.

Hotspot plate:

1. Lithium battery

Tianli LiNeng, Blue Sea Huateng, Yintu Network Union, Xiang Fenghua and other stocks are active.

On the news side, the Ministry of Industry and Information Technology issued the draft of "Lithium Battery Industry Standard conditions (2024)" and "Lithium Battery Industry Standard Bulletin Management measures (2024)" on May 8, which put forward higher requirements for the technological progress and product quality improvement of the lithium battery industry. The 2024 version sets more stringent standards for energy density, power density, cycle life and other performance indicators of the battery, in order to promote the healthy development of the industry.

2. Cellular immunotherapy.

Tailin Biology, Kaileng Health, Guanhao Biology, Xiangxue Pharmaceutical and other stocks are strong.

In the news, Professor Xuan and Yin Hao, an official of Shanghai Changzheng Hospital, together with Professor Cheng Xin of the Center for Excellence and Innovation of Molecular and Cell Science of the Chinese Academy of Sciences, published the research results entitled "Treating a type 2 diabetic patient with impaired pancreatic islet function by personalized endoderm stem cell-derived islet tissue" online in the authoritative magazine Cell Discovery (District 1, IF=33.5) on April 30th. This is the first international report on the use of autologous regenerated islets derived from stem cells to successfully cure diabetes mellitus with severely impaired islet function. At present, the patient has been completely free from insulin for 33 months.

Message side:

1. [general Administration of Customs: in the first four months of this year, the total value of imports and exports of goods was 13.81 trillion yuan, an increase of 5.7 percent over the same period last year.] according to the data of the General Administration of Customs, in the first four months of this year, the total value of imports and exports of goods was 13.81 trillion yuan, an increase of 5.7 percent over the same period last year. Of this total, exports totaled 7.81 trillion yuan, up 4.9 percent, and imports totaled 6 trillion yuan, up 6.8 percent. In April, imports and exports totaled 3.64 trillion yuan, an increase of 8 percent. Of this total, exports totaled 2.08 trillion yuan, up 5.1 percent, and imports totaled 1.56 trillion yuan, up 12.2 percent.

2. [Liaoning issued guidance to increase the allocation of subsidies for the electrification of rental cars] recently, the Liaoning Provincial Department of Transportation formulated and issued the "guidance of the Liaoning Provincial Department of Transportation on speeding up the promotion of the electrification of rental cars" to guide the promotion of the electrification of rental cars in cities in the province. The guidance clearly proposes to increase the allocation of subsidy funds for the electrification of rental cars. According to the relevant regulations of the Ministry of Finance and the Ministry of Transport, Liaoning directly transfers 30% of the price increase subsidy of urban transportation development incentive funds (hereinafter referred to as electrified funds) to each city according to the current base, which is used by the cities as a whole to support the promotion of taxi electrification. The annual renewal ratio of electrified taxis in each city is linked to the next year's electrified capital budget, that is, the renewal ratio is based on 35%, each reduction of 5 percentage points will reduce the electrified capital budget for the next year by 10%; if the renewal ratio is zero, the electrified funds will no longer be arranged next year, and the reduced funds will be arranged and used by the province as a whole.

3. [China successfully launched Wisdom Skynet-01] Today, China successfully launched Wisdom Skynet-01 with a long March 3B carrier rocket at the Xichang Satellite launch Center, and the satellite entered the scheduled orbit smoothly. The launch mission was a complete success.

4. [from January to April, the national railway completed 184.9 billion yuan in fixed asset investment, an increase of 10.5% over the same period last year.] according to the China Railway Group, from January to April this year, railway construction was promoted with high quality and high efficiency, and the national railway investment in fixed assets reached 184.9 billion yuan, an increase of 10.5% over the same period last year. The construction of a modern railway infrastructure system was accelerated. In April, the Chizhou-Huangshan high-speed railway was officially put into operation, injecting new momentum into the development of tourism economy along the line. The Lanzhou-Wuwei section and the Bazhong-Nanchong high-speed railway launched joint tests, and the project has entered the dynamic acceptance stage. The opening operation has entered the countdown. A number of key projects under construction control projects have achieved phased results, including the completion of track laying of the Meizhou-Longchuan high-speed railway, the completion of the tunnel from Chongzuo to Pingxiang section of the southern high-speed railway, the start of track laying of the Wuhan-Yichang section of the Shanghai-Chongqing-Rong high-speed railway, the start of the pouring of box girders of the Tianjin hub project of the Tianjin-Tianjin high-speed railway, and the smooth completion of the Heiyinggang tunnel of the Shenyang-Baihe high-speed railway.

Institutional viewpoint:

Bank of China Securities pointed out that after the disclosure of the 2023 annual reports of the two cities and the first quarterly report of 2024, due to the warm slope of economic recovery and the relatively high base of 2023Q1, 2024Q1 all-A / non-financial revenue and profit growth declined again compared with the 2023 annual report. Overall, all A / non-financial revenue and profits are still in the bottom stage. 2024Q1 failed to continue the weak repair trend since the second half of 2023, but the slope of 2024Q2 earnings growth repair is expected to rise significantly.

Guosheng Securities believes that the current market adjustment should be a positive adjustment. After all, the recent market rebound mainly benefited from the large-scale return of overseas funds that exceeded expectations; when the inflow of funds to the north slows down or outflows, under the pressure of profit-taking, funds Divisions and concerns will arise, which will bring short-term pressure on the index. In the medium term, the RMB exchange rate will remain stable in the medium term. The domestic economic data in the first quarter exceeds expectations. Coupled with the fact that international investment institutions continue to be optimistic about the A-share market, the index may be adjusted to 3200 points. Strategically, under the stock game, the sectors rotate too fast and insist on absorbing low rather than chasing up. It is recommended to pay attention to the chemical and small metal industries whose prosperity is expected to be superimposed on price increases, and AI applications in the context of new productivity.