Since the stock index fluctuated last week and resumed its upward trend on Friday, the trend of the past two days has made everyone's hearts tighten again, one is that the stock index has risen sharply on Monday and then retreated, and the other is that the stock index has repeatedly attacked like nothing on Tuesday.

The time has also arrived on March 5, and the two sessions are also in session.

The researchers of the Hand of God have obviously worked hard recently, because of the operation of the fund, Zhu Ping'an's short-term hedging, which is even more powerful in the volatile market, a few of which were sold out in the morning, and bought back in the afternoon. But how the market will go on March 6, everyone has a big disagreement.

"Macro, the economy into the active destocking is more and more obvious, one is the PMI weaker than expected, the other is weak growth momentum, the production index fell from 50.9 to 49.5, the decline is more than the average of the previous three years of the Spring Festival in the month of decline, but also the first time since February 2009 fell below the line of prosperity and withering, demand is weak, the import index is sluggish, and the new export orders index has also hit a new low since March 2009, so the economy has entered the active destocking more and more obviously. A researcher analyzed.

"This doesn't mean anything, the stock market is still going to rise in the short term!"

"What kind of agreement will China and the United States reach, and what will be the far-reaching impact on the future? Reaching an agreement is a high probability event, but there is very little information about what kind of agreement will be reached, and its huge impact needs to be re-evaluated after the results are available. What policies will be implemented in the "two sessions"? A series of policy issues, such as government budget arrangements, the scale of tax and fee reductions, and the degree of subsidies for automobiles and household appliances, are all expected to be revealed at the "two sessions." So, there's still a lot of uncertainty!"

"There are many uncertain factors, what is the problem, the stock market still has to rise!"

"In fact, when our research department implemented the strategic route of the first half of the science and technology year, we focused on the electronic technology sector, and the Ministry of Industry and Information Technology, the State Administration of Radio and Television, and China Central Radio and Television jointly issued the "Action Plan for the Development of Ultra HD Video Industry (2019-2022)". The Action Plan clearly states that it will vigorously promote the development of the ultra-high-definition video industry and the application of related fields in accordance with the overall technical route of "4K first, taking into account 8K". It is planned that by 2022, the overall scale of China's ultra-high-definition video industry will exceed 4 trillion yuan, the 4K industry ecosystem will be basically improved, and breakthroughs will be made in the R&D and industrialization of 8K key technology products, forming a number of internationally competitive enterprises. Therefore, the global 4K TV penetration rate will increase, and the Chinese market space is huge. Researcher Liu Wenbo proposed.

"Yes, in 2018, the number of global shipments of 4K LCD TV panels exceeded 110 million units, with a penetration rate of nearly 40%, and the penetration rate is expected to increase to 47% in 2019, and the penetration rate will slow down after 2020. In 2018, 4K TVs accounted for 69% of sales in China. Products above 49 inches have almost completed the popularization of 4K, while the proportion of 4K products in the small size is slightly lower, and there are almost no 4K products in the 32 and 39 inches. As of the end of 2018, there were 110 million 4K TVs in China, and there are still nearly 500 million units

FHD TV, HD TV and CRT TV are subject to updating. 2018 was the first year of 8K panels. In 2019, mainstream panel manufacturers in South Korea, Taiwan, and China are actively planning 8K products. LGD's 8K OLED panels are also expected to be available. However, it is expected that in 2019, due to factors such as the immaturity of SOC solutions, low product yields, and high costs, the actual mass production and shipment will be limited. After 2020, the 8K panel market will usher in rapid development as the manufacturing conditions mature, the cost will decrease, brand manufacturers will actively promote, and the conditions for 5G networks will gradually mature. Shipments are expected to reach 9.5 million units in 2022, with a penetration rate of 3.6%. China's 4K UHD market is huge, and the next three years will be an opportunity period for the development of China's UHD industry. The promotion of national policies and the huge market demand will bring new opportunities to companies related to the industrial chain. In addition to the panel industry chain, the ultra-high-definition video industry can also drive the coordinated development of multiple industries such as chips, video production equipment, storage equipment, network transmission equipment, and terminal machines. BOE A (Panel), TCL Group (Panel), Sanli Spectrum (Polarizer), O-film (Camera, Lens), Sunny Optics (Camera, Lens), Lianchuang Electronics (Lens), United Optoelectronics (Lens), Weir (CIS Chip), Fullhan Micro (Video Codec SoC Chip, Image Signal Processor ISP Chip), Guoke Micro (Audio and Video Codec, Image and Sound Signal Processing Chip), Beijing Junzheng (Microprocessor Chip, Intelligent Video Chip), Allwinner Technology (Intelligent Application Processor SoC), Hikvision (Security), Dahua Co., Ltd. (Security), Sanan Optoelectronics (LED Chip), Leyard (Mini LED, Micro LED Display), Unilumin Technology (Mini LED). These stocks are all worth watching. Another researcher spoke at length.

"I'm not interested, just follow the market, you should show Mr. Jin this research, Mr. Jin went back to Guangzhou yesterday, and he arrived in Guangzhou today, and he will probably come over tomorrow." Zhu Ping'an pushed it tactfully, he really didn't want to accept these model stocks from researchers, if the samples could be bought, then what should he do to find market opportunities.

The market is good, keep up, and make short differences, this is Zhu Ping'an's logic.

It doesn't matter what stock he is, a stock that has a lot of energy is a good stock.

"Manager Zhu Ping'an, don't be proud, your performance has not doubled since the beginning of the year? Now the performance of public funds has also risen, and from the beginning of the year to the present, the performance of one has increased by 50%. ”

"Yes, it's 161810, Yinhua Domestic Demand Select Mixed Fund, most of its top ten holdings are also technology stocks, the top ten net holdings are Sunner Development, BYD, Shenghong Technology, Xin Yisheng, Yisheng Shares, Rongjie Shares, Minhe Shares, Sanli Spectrum, Xiantan Shares, Maijie Technology. Their idea of opening a position is almost the same as ours. But the short-term difference may not do much, so we are far behind. ”

"Speaking of it now, in fact, many institutions, including foreign investors, are mostly grabbing technology stocks. Today, the Hong Kong Stock Exchange disclosed that it received a notice from the Shenzhen Stock Exchange that since Han's Laser's total overseas shareholding ratio exceeds 28%, Shenzhen-Hong Kong Stock Connect will suspend the acceptance of buy orders for the stock from March 5, 2019, and sell orders will still be accepted. ”

Narrator: Han's Laser is so frustrating

Although Han's Laser issued an announcement today, as of March 4, 2019, the cumulative increase of Han's Laser stock in 2019 was 38.34%, the cumulative increase of the Shanghai Composite Index was 21.40%, and the cumulative increase of the Shenzhen Component Index was 29.62%. Han's Laser said that in view of the recent fluctuation of the company's stock trading price, the company has sorted out the relevant matters and explained the relevant situation as follows:

1. On 5 March 2019, HKEX announced on its website that it had received a notice from the Shenzhen Stock Exchange that due to the total overseas shareholding ratio of Han's Laser (002008) exceeding 28%, in accordance with Rule 14B08(4) of the Exchange Rules, the Shenzhen-Hong Kong Stock Connect will suspend the acceptance of buy orders for the stock from 5 March 2019, and sell orders will still be accepted.

2. According to the website of the Shenzhen Stock Exchange, as of the close of trading on March 4, 2019, the number of A shares listed and traded by QFII/RQFII/SHENZHEN Stock Connect investors was 301 million shares, accounting for 28.23% of the company's total share capital.

3. The company's current production and operation are normal, and in addition to the above matters, there are no major matters that should be disclosed but have not been disclosed or material information that needs to be corrected and supplemented.

4. As of March 4, 2019, the company's shares have risen by 38.34% in 2019, the Shanghai Composite Index has risen by 21.40% and the Shenzhen Component Index has risen by 29.62% over the same period. The company's latest static P/E ratio is 25.64, the latest rolling P/E ratio is 23.46, and the company's special equipment manufacturing industry is located The latest static P/E ratio is 40.10, and the latest rolling P/E ratio is 30.87. The latest static P/E ratio of the special equipment manufacturing industry is 40.10, and the latest rolling P/E ratio is 30.87.

But I don't know why my Han's Laser is the darling of domestic and foreign institutions. Let's take a look: Wind data shows that as of the end of the fourth quarter of last year, a total of 61 funds and asset management plans held the company's stocks, and as a traditional high-performance stock, Han's Laser has also been included in a number of mainstream indexes.

Although Han's Laser is a leading enterprise in China's laser equipment industry and a world-renowned manufacturer of laser processing equipment, it is mainly engaged in the research and development, production and sales of laser processing equipment, and is one of the only companies in the world with "ultraviolet laser patents". But I didn't ask institutions to praise me, the company has been an important heavy stock of funds and institutions for a long time, and it is not my fault.

"Zhu Ping'an, you have to obey the overall situation, this week is still the first week of the two sessions, the stock market is mainly rising, don't empty positions at every turn, the two sessions have nothing to do with you, hold shares, sell half and buy back half, don't run them all out. "The decision-making minister decided to be resolutely bullish first.