Today's insights and data summary

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I. Market analysis and categorized indices: 1. The current market remains in a volatile pattern； 2. From the perspective of funds, the net value has risen significantly, good stocks remain active, and the market has not weakened. The atmosphere within the tour group has improved ； 3. Medical aesthetics, coal, steel, and brewing performed well. Fields such as digital currencies, seed industry, and domestic software performed poorly ； 4. There are still opportunities available at the moment, but it’s important to act in line with the trends – identifying them is key. II. Market Data and Theme Analysis:
(A) Market Data:
Date, SSE Index, Change in SSE Index, SSE Trading Volume, SZSE Index, Change in SZSE Index
Monday, April 26, 2021: 3441, -0.95%, 3882, 14,224, -0.89%
Tuesday, April 27, 2021: 3442, 0.04%, 3,270, 14,264, 0.28%
Wednesday, April 28, 2021: 3,457, 0.42%, 3,497, 14,398, 0.94%

SZSE Trading Volume, GEM Index, Change in GEM Index, GEM Trading Volume, STAR 50 Index
Monday, April 26, 2021: 5,203, 2,969, -0.84%, 1,902, 1,314
Tuesday, April 27, 2021: 4,376, 2,986, 0.56%, 1,671, 1,311
Wednesday, April 28, 2021: 4,385, 3,050, 2.16%, 1,656, 1,324

Change in STAR 50 Index, STAR 50 Trading Volume, Total Trading Volume of Both Markets, Number of Stocks with 10% Gain Limit, Number of Stocks with 10% Loss Limit
Monday, April 26, 2021: 0.23%, 375, 9,085, 45, 12
Tuesday, April 27, 2021: -0.23%, 284, 7,646, 37, 22
Wednesday, April 28, 2021: 0.94%, 331, 7,882, 58, 23

Number of Stocks with 20% Gain Limit, Number of Stocks with 20% Loss Limit, Total Number of Stocks with Gain Limit, Total Number of Stocks with Loss Limit, Stocks with a Drop of Over 10%
Monday, April 26, 2021: 7, 2, 52, 14, 10
Tuesday, April 27, 2021: 4, 0, 41, 22, 18
Wednesday, April 28, 2021: 5, 4, 63, 27, 20

Northbound Capital Inflows, Hot Sectors
Monday, April 26, 2021: 32.04; Immunotherapy 2.40%, Biodegradable Plastics 2.09%, COVID-19 Testing 1.41%
Tuesday, April 27, 2021: 35.12; Medical Aesthetics 3.06%, East Asia Free Trade 2.50%, Healthcare 2.31%
Wednesday, April 28, 2021: 20.08; Coal 2.86%, Biological Vaccines 2.73%, COVID-19 Testing 2.35%

(B) Theme Analysis:
1. The decline followed by a rebound in indices yesterday is a signal of a short-term peak; however, the extent of the decline was not sufficient, so the height of the rebound is naturally limited. The GEM market performed the best. Volume remains low, and the market continues to show signs of recovery in sentiment. Northbound funds have been buying for four consecutive days, showing strong confidence in the market’s future prospects ； 2. The index remains within a volatile range, fluctuating back and forth, and still needs some time to settle ； 3. Active wine brewing. Affected by anti-monopoly measures, Moutai is under pressure; second-tier baijiu brands are performing better – it remains to be seen if this trend will continue ； 4. The long-term drivers for the rise in the auto sector remain; in the short term, focus is only on rebounds ； 5. The main reason for the rise in prices of coal and titanium dioxide is inflation on a global scale, but the peak period has passed; they can therefore be considered suitable assets for medium-to-long-term investment ； 6. Assisted reproduction, having a second child, and cosmetic medicine are the current key trends. Assisted reproduction is at its strongest currently; differentiation will occur today, with an expectation of a shift from weak to strong conditions tomorrow. The aesthetic medicine sector is highly trend-driven, and its market performance is accelerating; it’s better to buy when prices are falling rather than when they are rising. There is also an expectation of a trend towards having a second child. III. Key News and Theme Data: (I) Daily Key News 1. China Iron and Steel Association: In the first quarter, China imported 283 million tons of iron ore, a 8% increase on a year-on-year basis; the average import price was 150.79 dollars per ton, up by 64.51% compared to the previous year. Next, the steel industry must take effective measures to increase the exploration and extraction of iron ore both domestically and internationally, enhance the industry’s capacity to secure resources, and curb the continuous rise in iron ore prices. 2. Ministry of Finance: From January to March, state-owned enterprises achieved total operating revenue of 16.37 trillion yuan, a year-on-year increase of 33.3%, with an average growth rate of 8.2% over the two years. Of this amount, 9.39 trillion yuan came from central state-owned enterprises, representing a year-on-year increase of 27.3%, with an average growth rate of 6.8% over the two years. From January to March, state-owned enterprises achieved total profits of 961.45 billion yuan, an increase of 1.9 times compared with the previous year, with an average annual growth rate of 8.3% over the two years. Among them, central enterprises accounted for 696.57 billion yuan, representing a 1.3-fold increase year-on-year, with an average annual growth rate of 9.5% over the two years. 3. U.S. State Department: Chinese students holding F/M visas will no longer be affected by the \"ban on entering the U.S.\" starting from this fall semester, that is, after August 1st; they will be able to fly directly from China to the U.S. without having to spend 14 days in a third country as a transit stop. In addition to China, the countries whose travel restrictions under F/M visas have been lifted include Iran, Brazil, South Africa, the Schengen area, the United Kingdom, and Ireland. 4. Beijing Health Commission: The number of births among the registered population in Beijing in 2020 was 100,368, marking the lowest figure in a decade. There was a decrease of 32,266 people on a year-on-year basis, representing a decline of approximately 24.32%. 5. France and Germany support the U.S. proposal to impose a minimum tax rate of 21% on multinational companies, thereby boosting efforts to reform the global tax system; however, some smaller European countries are reluctant to accept this plan. 6. Hainan Yedao will assist Maotai Town Mudu Liquor Industry in its IPO 7. OPPO is preparing to build a car, and Chen Mingyong leads a team to investigate (2) Daily stock announcement Jindawei: The subsidiary reconstruction and expansion project was completed and put into operation Kweichow Moutai: Net profit in the first quarter was 13.95 billion yuan, a year-on-year increase of 6.57% Dean Diagnostics: First quarter net profit increased 4990% year-on-year Jiangling Motors: First quarter net profit increased nearly 300% year-on-year Luxi Chemical: Net profit in the first quarter increased by 5835% year-on-year Yunmei Energy: Net profit in the first quarter was 51.4437 million yuan, a year-on-year increase of 2180.2%. Chalco: Net profit in the first quarter was 967 million yuan, a year-on-year increase of 3026% CMOC: Net profit in the first quarter was 1.007 billion yuan, a year-on-year increase of 125% Jiangxi Copper: Net profit in the first quarter was 859 million yuan, a year-on-year increase of 436.29%. Chlor-alkali Chemicals: Net profit in the first quarter was 346 million yuan, a year-on-year increase of 292% Conch Cement: Net profit in the first quarter was 5.809 billion yuan, an increase of 18% year-on-year. Rainbow Shares: Net profit in the first quarter was 1.111 billion yuan, year-on-year loss Rongbai Technology: Net profit in the first quarter was 120 million yuan, a year-on-year increase of 374%. Kingfa Technology: Net profit in the first quarter was 764 million yuan, a year-on-year increase of 438.79% International Industrial: Net profit in the first quarter reverses year-on-year loss, GigaDevice Innovation: Net profit in the first quarter increased by 79% year-on-year Star Semiconductor: Net profit in the first quarter increased by 177% year-on-year BlueFocus: Net profit in 2020 was 724 million yuan, a year-on-year increase of 1.94% Transsion Holdings: Net profit in the first quarter was 801 million yuan, a year-on-year increase of 126% Xingsen Technology: Net profit in the first quarter increased by 158.76% year-on-year Hecheng Shares: Net profit in the first quarter increased by 339.18% year-on-year Shuoshi Biotech: Net profit in the first quarter was 387 million yuan, a year-on-year increase of 274% Yunnan Baiyao: First quarter net profit fell 40.48% year-on-year East China Medicine: First quarter net profit fell 33.9% Kaidi shares: Net profit in the first quarter increased by 28% year-on-year. The annual report plans to transfer 10 to 4 and pay 10.26 yuan. One network and one creation: Net profit increased by 41.54% year-on-year in 2020, and Yixintang plans to transfer 10 to 5 and pay 5.5 yuan: Baiyunshan plans to reduce its shareholding by no more than 3% (3) Daily active theme wine + beverage manufacturing Guyue Longshan, Qingqing Barley Wine, Yilite, Kuaiji Mountain, Hainan Yedao Assisted Reproduction + Medical Cosmetology Co., Ltd., Jingfeng Pharmaceutical, Yangtze River Health, Taiantang, Yuexin Health, Langzi Shares, Suning Global, Fosun Pharmaceutical + Panpharma Fosun Pharmaceutical, Weiming Pharmaceutical, Harbin Pharmaceutical Group, Qianyuan Pharmaceutical, Sanlian, Kanghong Pharmaceutical, Wei Xinkang, Shapuaisi, Sunflower Pharmaceutical Coal Mining Pingmei Co., Ltd., Wuhua Energy, Jinkong Coal Industry, Lu'an Environmental Energy Home Appliances Xinbao Co., Ltd., Robam Electric, Lake Electric (4) Daily daily limit review Name price increase Change of hands Turnover volume and daily limit analysis Yingli Automobile 7.04 +10.00 0.32% 3.376 million 9 New shares Jinhong Group 11.73 +10.04 2.58% 75.74 million 7 Clothing + second-child Bailong Chuangyuan 33.91 +9.99 5.04% 54.34 million 5 New shares Weiming Pharmaceutical 14.11 +9.98 0.92% 52 million 4 Upwardly revised results + Biomedicine Joint Pharmaceutical 57.91 +20.00 31.46% 478 million 3 Registered new shares + Assisted Reproduction Jingfeng Pharmaceutical 6.66 +10.08 10.27% 486 million 3 Medical beauty concept + Medical Taiantang 4.28 +10.03 4.75% 149 million 2 Traditional Chinese medicine + sale of assets Langzi shares 55.17 +10.01 15.82% 2.176 billion 2 Medical beauty concept + women's clothing Ningbo Jingda 8.69 +10.00 10.45% 199 million 2 Free transfer + machine tool Changjiang Health 8.48 +9.99 14.73% 1.462 billion 2 Medical beauty concept + assisted reproduction + elevator Shapuaisi 8.62 +9.95 2.36% 65.56 million 2 Ophthalmology + performance growth Meibang Apparel 2.99 +9.93 7.56% 551 million 2 Casual clothing + equity participation in private bank Huanghe Tornado 4.49 +10.05 12.08% 636 million 1 Diamond BAIC Blue Valley 14.36 +10.04 13.74% 3.387 billion 1 Huawei Auto + New Energy Vehicle Yilite 27.21 +9.98 5.07% 622 million 1 Performance growth + Liquor Concept Kuaijishan 11.46 +9.98 6.82% 371 million 1 Performance growth + Huangjiu Qianyuan Pharmaceutical 7.78 +20.06 15.46% 246 million turnaround + second-child concept + Medical Del Share 20.82 +20.00 3.26% 73.84 million performance growth + Automotive Electronics Hua Pengfei 7.02 +20.00 15.41% 3.37 100 million performance growth + logistics CICC radiation 28.58 +19.98 35.88% 603 million registered new shares Tellhow Technology B.00 +10.09 3.99% 198 million smart grid + military industry + performance growth Pingmei Co., Ltd. B.55 +10.08 3.27% 485 million performance growth + coal concept Yongji Shares 7.87 +10.07 2.14% 68.71 million Tobacco + Great Health Jinling Hotel 8.75 +10.06 2.98% 75.93 million Hotel and Catering Ruimaotong 5.69 +10.06 0.65% 36.78 million Performance growth + Logistics Zhengyuan Shares 2.19 +10.05 3.07% 99.28 million medical beauty concept + artificial panel Chengbang 7.67 +10.04 6.17% 93.71 million performance growth + carbon neutrality + garden development Tengda Construction 2.96 +10.04 1.90% 89.77 million turning losses into profits + infrastructure Harbin Pharmaceutical Co., Ltd. 3.07 +10.04 1.87% 1.39 100 million turning losses into profits + Pharmaceutical Hongcheng Water Industry 7.35 +10.03 4.42% 291 million sewage treatment + performance growth Haohua Energy 4.50 +10.02 3.07% 161 million performance growth + coal concept Guyue Longshan 12.74 +10.02 5.13% 509 million rice wine Tianchen shares 6.70 +10.02 3.37% 152 million elderly care concept Babi Food 37.69 +10.01 12.74% 295 million new shares + food core titanium dioxide 11.87 +10.01 9.87% 1.821 billion performance growth + titanium dioxide Zhongtian fine decoration 37.26 +10.01 6.14% 8501 10,000 new shares + performance growth + refined decoration MOONS 20.12 +10.01 2.37% 193 million smart manufacturing + LED + performance growth Wei Zhixiang 45.19 +10.00 0.27% 301.777 New shares Fosun Pharma 53.55 +10.00 5.23% 54.99 100 million performance growth + biological vaccines + medical beauty Xinbao shares 37.94 +10.00 1.63% 488 million performance growth + Xiaojia Electric Huiding Technology 109.22 +10.00 1.92% 907 million chip design Mingde Biotechnology 104.06 +10.00 14.75% 4.54 100 million new crown test + performance increase Harbin Sanlian 16.50 +10.00 7.96% 405 million cosmetics + innovative drugs + performance increase Kanghong Pharmaceutical 20.90 +10.00 5.33% 738 million performance growth + pharmaceutical Qingqing Naked Wine 16.94 +10.00 8.83% 6.49 100 million turning losses into profits + Baijiu Concept Robam Electrical Appliances 37.62 +10.00 2.89% 994 million Performance Growth + Home Appliances Weixinkang 9.13 +10.00 2.10% 77.97 million Medicine Jinkong Coal Industry 6.82 +10.00 4.72% 518 million Coal Concept Hangzhou Jiebai 7.15 +10.00 3.48% 171 million turning losses into profits + new retail Hainan Yedao 12.87 +10.00 3.05% 175 million liquor concept + establishing a joint venture Yindu shares 19.15 +9.99 2.09% 160 million performance growth + refrigeration and air conditioning equipment Daqian Ecology 15.08 +9.99 5.13% 1.01 100 million performance growth + Garden Design Zhonglu Shares 10.79 +9.99 8.05% 203 million shared bicycles + Internet celebrity economy Lu'an Environmental Energy 9.25 +9.99 2.84% 762 million performance growth + Coal Concept Hesheng Shares 24.79 +9.98 6.28% 1.64 Billion non-ferrous aluminum + consumer electronics + automobile parts Sunflower Pharmaceutical 15.54 +9.98 5.53% 461 million performance growth + pharmaceutical Ruineng Technology 11.03 +9.97 1.58% 34.59 million turnaround + intelligent manufacturing Hongxun Technology 6.30 +9.95 1.78% 44.55 million performance growth + intelligent manufacturing Zhangjiajie 6.19 +9.95 5.98% 118 million Tourism Yuexin Health 6.53 +9.93 10.02% 537 million Medical Beauty Concept + Assisted Reproduction Suning Global 5.65 +9.92 8.94% 1.109 Billion Medical Beauty Concept + Real Estate Development Nanjing Chemical Fiber 5.10 +9.91 8.68% 1.57 100 million performance growth + Viscose Fiber Pearl River Co., Ltd. 3.34 +9.87 3.30% 94.18 million turning losses into profits + real estate development 4. Macro analysis: 1. It is still volatile, and it is unlikely that the index will rise before the holiday. The GEM market is the strongest; it has reached the 60-day moving average and stabilized. Northbound funds have been buying continuously, while margin financing has declined slightly; overall, there are no major risks ； 2. Concepts such as having a second child are performing well, with investors awaiting the results of the population census ； 3. The period for the release of financial reports is coming to an end; as long as there are no major surprises, the market should be fine. Source: WoYiQianLi