From the perspective of major industries, nine industries rose, comprehensive enterprises and manufacturing industries rose by over 0.2%, and services, transportation and other industries fell by over 1%.
In terms of sectors, nearly 80% of the sectors rose, and 23 sectors rose by more than 3%. Lithium battery equipment rose by more than 8%, and paint waterproofing and ophthalmology sectors rose by more than 7%.
15 plate fell by more than 1%, air transportation, smart meters and other plates fell by more than 3%, and tourism services, power generation equipment, light industrial machinery and other plates fell by more than 2%.
1, today's market
(1) A shares bottomed out and the turnover reached 1 trillion.
Before, we predicted that the market correction was relatively benign, with three characteristics: the 5-day moving average was not touched, the trading volume remained around 1 trillion, and the plate rotation characteristics were obvious.
On Monday, A shares bottomed out, new energy vehicles, military industry and other sectors rose, and the market turnover once again exceeded 1 trillion. Next, we should pay special attention to the RMB exchange rate issue, which will determine whether the weighting sectors such as financial real estate can strengthen.
2 waterproof faucet Oriental Yuhong daily limit.
On Monday, the paint waterproof plate rose more than 7.5%, and the leading Oriental Yuhong went crazy, with a total market value exceeding150 billion yuan. Karen shares, Keshun shares and other stocks rose more than 16%.
The reason is that the promotion of water-based building materials in Chengdu has become the fuse. The market expects the Ministry of Housing and Urban-Rural Development to follow up the introduction of new regulations on waterproof materials, and the waterproof plate has become the focus of the market.
2. Market focus
1 18 stocks have daily limit, and lithium batteries and medical beauty have become the focus. Nanqiao Food 10 Board, Contact Interactive 7 Board.
3, heavy information analysis
Meeting of the Political Bureau of the Communist Party of China: Implementing the policy and supporting measures that a couple can have three children will help improve the population structure of our country.
According to the meeting held by Xinhua News Agency in the Political Bureau of the Central Committee on May 3 1, it is pointed out that further optimizing the birth policy and implementing the policy and supporting measures that a couple can have three children are conducive to improving China's population structure, implementing the national strategy of actively coping with population aging, and maintaining China's human resource endowment advantage.
② The manufacturing PMI of China in May was 5 1.
According to the data released by the National Bureau of Statistics, in May, the purchasing managers' index (PMI) of China's manufacturing industry was 5 1.0%, slightly lower than the 0. 1 percentage point of the previous month, and remained above the critical point, and the manufacturing industry maintained steady expansion. In May, the business activity index of non-manufacturing industry was 55.2%, up 0.3 percentage points from the previous month, and the expansion of non-manufacturing industry accelerated.
③ Ministry of Agriculture and Rural Affairs: By 2025, we will cultivate a number of agricultural "chain owners" enterprises with an annual output value exceeding 10 billion.
The Ministry of Agriculture and Rural Affairs issued guidance on accelerating the cultivation and development of the whole agricultural industrial chain. The opinion puts forward that by 2025, the standard system of the whole agricultural industry chain will be more perfect, and the modern agricultural industrial system will basically take shape. The whole industrial chain of important agricultural products such as grain, cotton, oil, sugar, meat, poultry, eggs and milk has been basically completed, and the domestic production and supply system is safe and controllable. The whole industrial chain of fruit and vegetable mushroom tea, aquatic products and specialty agricultural products has been continuously improved. Cultivate a number of agricultural "chain owners" enterprises with an annual output value exceeding 10 billion, build a number of typical counties with a total industrial chain value exceeding 10 billion, and develop a number of key chains with a total industrial chain value exceeding 100 billion at the provincial level.
④ 12 Department: Encourage large enterprises to develop direct chain stores such as community convenience stores and supermarkets.
The Ministry of Commerce and other 12 departments issued opinions on promoting the construction of a convenient living circle in a quarter of an hour. The opinion puts forward that convenience stores, comprehensive supermarkets, vegetable markets, fresh supermarkets (vegetable shops), recycling points for renewable resources, comprehensive postal express service points, and front warehouses closely related to residents' daily lives should be supported to enter the community. Encourage large enterprises to export brands, standards, management and services, develop community convenience stores, supermarkets, barbershops, restaurants (breakfast, fast food) and other direct chain stores, and implement "six unifications" in terms of image recognition, store control, facility configuration, service standards, commodity procurement, logistics and distribution.