Group 1 - The report indicates that among the 31 primary industry indices tracked, 16 experienced an increase while 15 saw a decline during the last week. The top five performing sectors were real estate, building materials, construction decoration, banking, and light industry manufacturing, while the bottom five were home appliances, pharmaceuticals, coal, automotive, and electric equipment [5][32]. Group 2 - The report highlights that the Northbound capital inflow totaled 87.62 billion CNY from May 13 to May 17, while the Southbound inflow reached 186.21 billion HKD during the same period [6][52]. - The report notes that the total Northbound capital inflow for the year reached 878.48 billion CNY, with a decrease of 77.86 billion CNY compared to the previous year [2]. - The report states that the total Southbound capital inflow for the year was 2,434.76 billion HKD, with the latest weekly inflow being 186.21 billion HKD [16]. Group 3 - The report mentions that the overall market trading volume was 4,069.39 million shares, with a total transaction value of 42,447.84 billion CNY. There were 2,327 stocks that rose and 2,935 that fell [48][68]. - The report indicates that as of May 17, there were 8 stocks reaching historical highs and 13 stocks hitting historical lows, with 483 stocks reaching new highs over the past 30 days [37][49]. Group 4 - The report suggests that the market is currently experiencing a positive trend, driven by the recent announcement from the People's Bank of China regarding the reduction of personal housing provident fund loan rates, indicating further relaxation of real estate policies. This has led to a strong performance in the real estate sector [40][55]. - The report recommends focusing on undervalued state-owned enterprises and central enterprises, as well as stocks in the non-ferrous metals sector that are expected to benefit from price increases, and public utility stocks [40].
策略周报：政策宽松 预期升温
Shengang Securities·2024-05-23 13:32