Shanghai And Hong Kong Through The Rush To Foreign Capital Sweep Goods Comparable To 09 Years Ago Calf Eve

CICC released in September 1st A share strategy The weekly said that Shanghai and Hong Kong entered the sprint stage, and the reform of state-owned enterprises was in full swing. The A share "red September" could be expected.

Although August economic data It may still be weak, but the market has responded more. Meanwhile, the reform is continuing to push forward, especially in September, Shanghai and Hong Kong will enter the sprint stage. The reform of state-owned enterprises is also showing the trend of blossom everywhere, and optimistic about the market trend in September. In particular, we pay attention to the two quarter QFII's additional position and overseas capital flows.

At present, the time for opening the gate from Shanghai and Hong Kong is less than two months. At the weekend HKEx simulated exercise, participants of the first batch of A shares were required to participate.

suffer Shanghai-Hongkong Stock Connect With the impact of domestic reform and policy, the attention of overseas investors to China has been significantly improved recently. Embodied in three aspects:

First, the China Daily reported that QFII was still significantly increased in the first quarter compared with the first quarter when the current quota was already saturated. The market value of important shareholders rose from 91 billion 400 million yuan to 97 billion 200 million yuan; two, overseas funds had been net inflows into Chinese stocks for 12 consecutive weeks; three, the proportion of global funds to China's position in the past two months was significantly improved, and the increase in the rate of increase was only the case at the end of 08.

With the close proximity of Shanghai and Hong Kong and the further reform of state-owned enterprises, the market will regain its momentum after a short period of consolidation, and the relevant blue chips will benefit more.

Industry configuration proposals: 1) military industry: President Xi's position on the "new military revolution" and the series of military reform plans that will be introduced will hopefully promote the continued performance of the plate. 2) the two themes of Shanghai and Hong Kong and the reform of state-owned enterprises. 3) other topics, such as mass consumption, Beijing Tianjin Hebei, new energy vehicles and lithium battery industry chain.