Pay attention to the two main lines of the interim report

-Great Wall Securities Zhang Yong We believe that, although the impact of short-term operation of the market variables have increased, but the overall upward trend of the operation will not change.　　In the short term, the index may be built on the platform above 3,000 points, financial, real estate and other mainstream weights need to be further revised, and around the newspaper launched a stock market will be brilliant, market activity continues to maintain a high level. First of all, from the macro-policy perspective, although the credit policy may be adjusted, but the overall moderately loose monetary policy will not change the big tone. The latest figures from the central bank show that 1.5 trillion of new credit was added in June, the eighth time since last November, when credit was loosened, and ample liquidity was an important factor in boosting share prices and rising house prices.　　We believe that monetary policy may implement local fine-tuning, window guidance, and the overall moderate loose policy will not turn to the stock market, the housing market impact is not big. Second, the Chinese construction issue has a negative impact on short-term, but still only temporary and local. New shares in a number of consecutive distribution of small and medium-sized stocks, and finally ushered in the Chinese construction of this large stock issue. The stock is the IPO restart, the fifth company to obtain IPO approval, but also the largest financing company, is expected to issue 12 billion shares, financing scale will reach 42.6 billion yuan. As the newly listed two new shares three gold medicine, million horse cable on the first day of the IPO by the FRY, so timely introduction of large stocks can also stabilize the market for new shares of speculation enthusiasm, conducive to market recovery rationality.　　As China's buildings have long ago, the market ahead of expectations, so it will not cause a big impact on the market. Third, the Chinese newspaper in succession, the plate will focus on a share of the newspaper launched. Recent machinery, coal, automobiles and other plates continue to rise, the main reason is that the medium-term performance of the plate is beautiful, the industry boom rebound. From the stock performance, the deep wall as a representative of the interim performance of the outstanding stock performance, the stock price has soared continuously. As of July 10, Shanghai and Shenzhen listed companies have issued performance warning Bulletin, the interim results and the year-on-year growth of more than 10% of the listed companies a total of 217.　　The main reason for the increase of the number of stocks is the release of production capacity and the injection of high-quality assets, which deserve close attention. From the point of view of the hot switch, the mainstream plate real estate banks have launched short-term adjustments, it is expected that the adjustment will remain for some time, so the index is likely to maintain the horizontal plate over 3,000 points, ready to complete and still have the power to continue upward.　　In the financial real estate adjustment Gap, the opportunity to highlight the plate, mainly including medicine, food and beverage, commercial retail, aerospace industry and so on. In the operational strategy, the proposal to grasp the performance of the interim report and increase the two main lines, can focus on the automobile, coal, machinery plate, the plate can pay attention to food and beverage, medicine and aerospace industry and military.