On Wednesday, Shenzhen and Shanghai A-shares were affected by the policy tax cut, the expected price adjustment of electricity and the better performance of US stocks, and the volatility closed higher, and the turnover was enlarged. On the same day, insurance and power stocks performed better, banks and brokerages cooperated with the rebound, and its weight effect made A shares stand on 2300 points again, which was the nature of the general rally on the day, there was no falling plate. The top five rising sectors are insurance, power, food, medical equipment and plastic products industries. From the market track point of view, the Shanghai Composite index once again stood at 2300 points, indicating that the fierce competition between long and short is more obvious, and from the market volume point of view, it is still the stock fund support weight or theme stocks, the technical track shows that after the Shanghai Composite Index jumped low, it formed a trend line break of 2132-2242-2340 points, at present, There is the possibility of pulling back the trend line break point, if the market has policy cooperation or quantity can cooperate, then it is possible to rebound to the early gap, but considering that this gap has been formed for many days at the end of the repair, there is the possibility of breakthrough technology gap, so in the operation of short-term investors can one is the trend line pull back, the second is the gap as a reference, if the quantity and policy are not obvious, The market rebound space is limited, and the impact of eurozone debt and credit risks should be prevented.

From today's fundamental point of view, mainly concentrated in: (1) According to the Shanghai Securities News information shows: stamp duty reform has been included in the scope of investigation of relevant ministries. It is reported that in the future, in addition to the securities transaction stamp duty other stamp duty items or will be cancelled, and with other related taxes and fees to form a comprehensive property rights transfer, contract transaction levy fees. The current stamp duty collection document "Stamp Duty Interim Regulations" was introduced in 1988, more than 20 years ago. The Regulations stipulate that all kinds of purchase and sales loans and other contracts or vouchers of a contractual nature, property rights transfer documents, business books, rights licenses, etc., are subject to AD valorem tax and AD volumetric tax. (2) On June 12, the information obtained by our reporter from authoritative channels shows that in the first week of June, the new loans of the four state-owned banks of industry, construction, China and agriculture were only 6.6 billion yuan, and the credit market did not appear to pick up as scheduled; And the deposit also continued the previous consistent large-scale fall in the beginning of the situation, the deposit of the four major banks fell sharply from the end of last month 272 billion yuan. (3) Liu Chunxu, director of the issuance supervision department of the CSRC, said in an interview with the media on the 12th that the CSRC is formulating specific rules for the transfer of old shares, requiring old shareholders to further fully disclose relevant information in the process of the transfer of old shares. The "25%" rule stipulated in the reform of the new share issuance system is not an administrative price limit, not a "ceiling" for new share pricing. Xiong Wei, head of the CSRC's investor protection bureau, said that judging from mature market experience, the healthy and benign development of the capital market cannot be separated from institutional investors. (4) Today, the National Energy Administration held the press conference of 2012 China Electric Power to welcome the peak summer. The energy Bureau is expected to meet the peak peak of the summer peak this year, the maximum power gap of about 18 million kilowatts, compared with previous years significantly reduced, is a light power shortage, the main reason is that the current economic downward pressure is greater, China's foreign market demand slowing down, some energy-intensive industry growth slowdown.

Overall, the market is affected by policy expectations rebound trend, and purely from the point of view of technical factors, is currently set as the withdrawal of the previous trend line break is more stable, taking into account the overall market volume can still deviate, and the volatility of policy factors actually can not cover up the risk of structured varieties. From the operation point of view, it is recommended to pay close attention to the quantity and policy factors, peripheral factors and other changes, the operation if the quantity can not be good, can take two important positions to resolutely meet the high reduction strategy, steady investors should continue to strategic wait-and-see, to prevent the risk evolution of uncertain factors, and the point of view, this is not the policy volatility can be eliminated, to remain patient and continue to strategic wait-and-see is still the first choice. And investors with excessive positions should grasp the policy opportunity to reduce their holdings on the high. If the pullback fails and goes down again, the risk factors will increase, and the fall of structured risk varieties will be deeper, so avoiding high and preventing risk is still the first.

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