levvvelcomcoinmaster| Midday review: The index strengthened across the board and the index rose 2.54%. Quantum technology and computing power concepts rose sharply

Special topic: short-term performance interference has a great impact on looking forward to medium-and long-term full-line repair of A-shares.

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On April 26, the index strengthened across the board in the morning, with the Chuangxue index rising nearly 3% at one point. In terms of the plate, the concept of quantum technology has soared, while the 20cm of Haofeng Technology (rights protection), HKUST, Tianhe Defense has risen by the daily limit, and Bronze Bull Information and Principal have risen in the century.LevvvelcomcoinmasterThe concept of gold fluctuated and rebounded, western gold rose by the daily limit, Hengbang shares and Hunan gold rose by more than 6%LevvvelcomcoinmasterCalculation plate higher, Tianhe Defense 20cm limit, True Vision, Industrial Union, Oriental Materials, such as intraday trading limit. In terms of decline, the banking sector fluctuated lower, Jiangsu Bank fell 9% in midday trading, steel, coal and other periodic stocks weakened, Youfa Group fell more than 8%, and the shipping plate fell back, with Phoenix Shipping leading the decline. Overall, individual stocks showed a general upward trend, with more than 3600 stocks rising in the two cities.

By lunchtime close, Prev was at 3076.Levvvelcomcoinmaster.92 points, up 0.Levvvelcomcoinmaster.79%; Shenzhen Index reported 9404.83 points, up 1.51%; Innovation Index reported 1809.55 points, up 2.54%.

On the market, quantum technology, copper high-speed connection, computing leasing plate led the rise, banking, shipping, coal plate led the decline.

Hotspot plate:

1. Quantum science and technology

Keguochuang, Shenzhou Information, Geer Software, Haofeng Technology and other stocks are active.

On the news side, the Institute of Quantum Information and Quantum Science and Technology Innovation of the Chinese Academy of Sciences delivered a 504-bit superconducting quantum computing chip "Snaphong" to Guodun Quantum to verify the kilobit measurement and control system independently developed by Guodun Quantum. This chip sets a new record for the number of superconducting qubits in China, and plans to open it to the world through the Tianyan quantum computing cloud platform of China Telecom Quantum Group.

2. Arithmetic power

Many stocks such as True Vision, parallel Technology, Yakang shares and Bronze Niu Information have strengthened.

In terms of news, on April 25, "Beijing Computing Infrastructure Construction implementation Plan (2024-2027)" was issued. Among them, it is proposed to focus on the construction of a single large cluster of intelligent computing, and by 2025, the supply scale of intelligent computing in this city will reach 45EFLOPS; by 2027, the whole stack of software and hardware products of intelligent computing infrastructure will be autonomous and controllable, and it will have the ability to build 100% autonomous controllable intelligent computing centers.

Message side:

1. [Shanghai issued Design Standards for centralized charging and parking places for Electric bicycles in October] Shanghai Engineering Construction Code "Design Standards for centralized charging and parking places for Electric bicycles" (DG/TJ08-2451-2024) has been approved and issued by the Shanghai Housing and Urban and Rural Construction Administration Commission and will be formally implemented on October 1, 2024. On the basis of the existing technical guidelines, the standard puts forward the relevant technical requirements for the construction of centralized charging and parking places for electric bicycles. In the face of market demand, in view of the rapid growth of market demand for charging (switching) cabinets, corresponding provisions have been made in the standard for the installation and installation of charging (switching) cabinets, in order to reduce the fire safety risks of charging (switching) cabinets and reduce the risk of fire spread. In terms of setting up centralized charging and parking places for electric bicycles by using the overhead floor of existing residential areas, the standard stipulates that the centralized charging and parking places for electric bicycles should not be set in the overhead layer connected with the inner patio; when set in the overhead layer which is not connected with the inner patio, provisions such as fire partition with fire resistance limit of not less than 3.00h and non-combustible floor of 1.50h should be adopted. It is indeed difficult to add centralized charging and parking places for outdoor electric bicycles in existing residential areas, and it is stipulated in the standard that charging points and parking places can be scattered in appropriate locations such as gables and lanes of residential buildings.

2. [the Ministry of Finance has allocated 1.416 billion yuan for agricultural disaster relief funds to support the prevention and control of diseases and insect pests in various localities to consolidate the foundation of a bumper grain harvest for the whole year.] according to the website of the Ministry of Finance, since the winter and spring of 2023, there has been too much precipitation and high humidity in the fields in the main grain producing areas in China. With the recent rise in temperature, the speed of propagation of diseases and insect pests has been significantly accelerated. In the face of the severe development trend of crop diseases and insect pests, grasping the current critical period of prevention and control, doing a good job of field management, speeding up unified prevention and control, and weaving dense "prevention and control networks" of crop diseases and insect pests are very important to stabilize grain production throughout the year. The Ministry of Finance and the Ministry of Agriculture and villages recently issued a central government fund of 1.416 billion yuan for disaster prevention and relief for agricultural production. We will support Heilongjiang, Jiangsu, Anhui, Shandong, Henan and other 30 provinces (autonomous regions and municipalities directly under the Central Government) and Beidahuang (600598) Land Reclamation Group to speed up the prevention and control of diseases and insect pests in agriculture, especially food crops. We will focus on giving appropriate subsidies to local governments for the purchase of pesticides, pharmaceutical equipment, and other materials, as well as unified prevention and control operations, and timely guide all localities to further strengthen monitoring and early warning, and take effective measures to carry out prevention and control work on diseases and insect pests of wheat, rice and corn, as well as locusts and red fire ants in agricultural areas, so as to reduce the harm caused by major crop diseases and insect pests to agricultural production, and provide strong support for winning the initiative of high grain production throughout the year.

3. [China Gold Council: China's consumption of gold bars and coins increased by 26.77% in the first quarter compared with the same period last year] the latest statistics released by the China Gold Association on the 26th show that in the first quarter of 2024, national gold consumption was 308.905 tons, an increase of 5.94% over the same period in 2023. Of this total, gold jewelry was 183.922 tons, down 3.00 percent from the same period last year; gold bars and coins were 106.323 tons, up 26.77 percent over the same period last year; and 18.660 tons of gold for industrial and other uses, up 3.09 percent from the same period last year. In the first quarter of 2024, the impact of high gold prices on gold consumption was polarized. The rapidly rising gold price, superimposed gold jewelry processing fees and high brand premium and other factors, increased consumer wait-and-see mood, so that gold jewelry consumption has been restrained to a certain extent, gold jewelry retailers increased sales pressure. High gold prices and huge fluctuations make the production and operation risks of gold processing and sales enterprises increase, wholesale and retail enterprises become cautious, jewelry processing enterprises have higher raw material costs, shipments decline, and some small and medium-sized processing enterprises even stop work and have a holiday. By contrast, physical gold investment has received more attention due to the surge in safe-haven demand, and consumption of gold bars and coins with relatively low premiums has risen sharply.

4. [two departments: strengthen the inspection of audit reports and improve the service management of the new "Little Giant" Enterprise] the General Office of the Ministry of Finance and the General Office of the Ministry of Industry and Information Technology issued a notice on strengthening the inspection of audit reports and improving the service management of the new "Little Giant" enterprise. Among them, it is mentioned that the reporting and coding of audit reports should be strengthened, and when small and medium-sized enterprises specializing in the new "little giant" and enterprises specializing in the new "little giant" carry out annual report audit and other audit work, accounting firms should be required to timely submit the audit report on the unified supervision platform and apply for the verification code. Accounting firms shall take the initiative to provide audit reports with verification codes to relevant enterprises and ensure that the verification codes are true and valid. Relevant enterprises can check through a unified regulatory platform or mobile phone "scan" and other methods. The Ministry of Finance assigns the verification code to the audit report through the unified supervision platform, which does not represent the recognition of the quality of the audit report or the confirmation of the authenticity of the financial data.

Institutional viewpoint:

Guosheng Securities believes that the pre-festival funds are tight, and it is expected to maintain the box shock, while with the return of funds after the festival and entering the performance vacuum in May, the market is expected to enter the dominant pattern of weight and theme dancing upward driven by weight. In operation, it is recommended to focus on the blue chip direction represented by the prefix, such as iron and steel, non-silver, coal, non-ferrous metals and so on. Growth and technology direction, focus on computing, low-altitude economy, robots, Vincent video, new productivity and other technology sectors of the opportunity rotation.

The latest view of Anxin Securities believes that the market may maintain the dominant style of large-cap stocks in the future. Under the background of weak economic fundamental recovery, market expectations tend to be conservative, investors' pursuit of growth is weak, and the pursuit of stability is strong, which will deduce more defensive logic. This year, the main line of the market is still the market value, the dividend sector will continue to benefit, you can focus on the dividend plate in the offshore industrial chain and central state-owned enterprises.