The effect is comparable to the suspension of the IPO! The three major news this evening officially fermented (226）！
First, the SFC plays really, brothers! On August 27, 2023, the China Securities Regulatory Commission proposed a "phased tightening of the IPO rhythm", and there has been no movement until the end of 2023. But this year, this week, there was no new stock listing and no new share subscription throughout the trading week.
Brothers, the CSRC is really going to play for real, but it's not just talking. A few years ago, I said that I checked, and people didn't rest on holidays. This time, it's a clear slowdown in the pace of IPOs. Do you know? Only 2 new shares were subscribed in February, and it is not yet known when the specific listing will be. Awesome, brothers!
Strict supervision of IPOs, Chief Risk Officer of the China Securities Regulatory Commission and Director of the Issuance Department Yan Baijin: Strictly review the companies to be listed, and use the deterrent power of supervision to make enterprises dare not go through the hurdle with illness. Good for the entire sector of the near-end sub-new stocks! The new stock sector (near the end of the new market), last week as a whole was also in a state of stagflation, but it was also good, and the trend platform was built!
At present, Kelai Electromechanical 11 boards, Weihaide 6 boards have opened the speculative height, speculative attributes have the possibility of passing on to the new, after all, the new ones are the most radical funds in the market, and the five new ones have been reflected!
From the policy level, the current IPO entrance tightened, the export slowdown has formed a consensus (new shares have been very few), Friday ** after the news, the chief risk officer of the China Securities Regulatory Commission, Yan Baijin, director of the issuance department: strictly review the companies to be listed, with the deterrent power of supervision so that enterprises do not dare to break through with illness, the number of issuances is small, theoretically it is also good for the proximal new.
Second, can it rise at a meeting?
1. A friend reminded me that the two sessions are going to be held, and ** will continue to rise, and I generally don't believe in this kind of news.
2. I checked the ** of last year's two sessions, and the two sessions in 2023 will be held from March 5th to 13th, and how did the Shanghai Composite Index go at that time? Judging from the **graphic, there was a consolidation before the meeting, slightly**, but the index in the middle of the meeting went from 3342 points to 3216 points, which was lower than before the meeting.
3. The Shenzhen Stock Exchange Index and the ChiNext Index in the same period are all ** before the meeting, so don't believe the comments on the Internet, just check it yourself, at least there will be no two sessions in 2023**, and the main force just shipped for this reason at that time.
4. Not only in 2023, but also in 2021 and early March 2022, not only is there no two sessions, but the main force will use people's two sessions to kill more fiercely, is there a ** in the two sessions this year? Whether the main force will repeat the same trick again, it is always right to be cautious.
3. Which devices need to be updated?
1. Which equipment needs to be updated when the new first-scale equipment is updated? Recently, the first financial committee emphasized that to promote the new scale of equipment renewal and consumer goods trade-in, the meeting pointed out that to promote all kinds of production equipment, service equipment renewal and technological transformation.
2. Production equipment, with machine tools as a typical representative of the peak demand for general machinery, since 2012 after the downward bottoming, according to the service life of about 10 years to calculate the impact of the epidemic delay, the follow-up is expected to usher in the high growth of updated demand, at the same time, the high-end upgrading of commissioned products high-end machine tools, industrial robots, injection molding machines, industrial machinery is worth paying attention to.
3. Service equipment, high-speed rail ships and other transportation equipment have entered one after another, the peak period of maintenance and update, the high-speed rail on the railway, started 20 years ago, experienced rapid development 10 years ago, according to the five-level maintenance of the EMU for about 10 years, and the update has entered a critical stage for about 25 years, focusing on EMUs, high-speed railways, and ships.
Recently, we have been prompting ** to step back near the 10-day line, today** there has been an adjustment, 3000 points to gain and lose, this is also normal, mainly 3000 points above the hedge plate more, the main force needs to change the chips through, which is conducive to the later **upside, in addition, this weekend is an important meeting, so, don't worry** will fall sharply, the low point should be near the 10-day line.