A-share noon comment: The index rebounded in early trading, and the track stocks rebounded

time:2022-12-09 04:54:44source:chakarski.com author:Individual stock analysis
A-share noon comment: The index rebounded in early trading, and the track stocks rebounded

The three major indexes opened sharply lower in early trading and then recovered in shock. As of midday, the Shanghai Composite Index fell 0.14%, the Shenzhen Component Index fell 0.38%, and the ChiNext Index fell 0.24%. The half-day turnover of Shanghai and Shenzhen stock markets was 553.6 billion yuan. Sectors such as hotels and catering, air energy heat pumps, and TOPCON batteries were among the top gainers, while sectors such as cloud games, CRO concepts, and precious metals fell. Over 2,600 shares in the two cities rose, and northbound funds bought a net 2.314 billion yuan in half a day. On the disk, the hotel and catering sector led the two cities, Junting Hotel (301073) rose by more than 10%, Tongqing Building (605108), Jinling Hotel (601007), Huatian Hotel (000428), Zhongke Cloud (002306) The air energy heat pump sector is the top gainer, Kangsheng (002418), Binglun Environment (000811), Wanhe Electric (002543) daily limit, Sunrise Oriental (603366), Taifu Pump Industry (300992), Chuangyuan Technology (000551) and other stocks rose more than 5%; the concept of photovoltaics picked up in early trading today, TOPCON battery led the gains, JinkoSolar rose more than 10%, Mubang Hi-Tech (603398) daily limit, Yijing Optoelectronics (600537), Jinchen shares (603396), Dongfang Risheng (300118), etc. followed the rise. Sector popularity: Flush. fall. 09:26 Luzhou Laojiao (000568) opened 3.5% higher. The company announced that it achieved a net profit of 5.532 billion yuan in the first half of the year, a year-on-year increase of 30.89%. 09:27 Sungrow Power (300274) opened 7.33% lower at auction, at 122 yuan. The company disclosed its semi-annual report over the weekend, achieving a net profit of 900 million yuan in the first half of the year, a year-on-year increase of 18.95%. 09:28 Hongye Futures (001236) A-share bidding continued to increase by the daily limit, achieving 17 consecutive boards at 12.35 yuan per share. 09:28 CanSino opened 6.59% lower. The company achieved a net profit of 12.238 million yuan in the first half of the year, a year-on-year decrease of 98.69%. 09:33 The oil and gas exploration and service sector moved up, with HBP (002554) trading at the daily limit, New Natural Gas (603393), Bomaike (603727), Beacon Energy (002828), CNOOC (600938), Xinchao Energy ( 600777) and so on. 09:35 The aquaculture sector moved up, Shennong Group (605296) rose by more than 6%, Lihua Shares (300761), Zhongshui Fisheries (000798), Superstar Agriculture and Animal Husbandry (603477), Xiaoming Shares (300967), Muyuan Shares (002714) and so on. At 09:36, the concept of air energy heat pump was moved up, Wanhe Electric 3-connection board, Chuangyuan Technology, Binglun Environment, Desson Shares (300335), Sunrise East, etc. rose by more than 5%. 09:39 The TOPCON battery sector quickly recovered, JinkoSolar rose more than 6%, Mubang Hi-Tech, Trina Solar, Junda (002865), Haimuxing, Wanye Enterprise (600641), Yijing Optoelectronics, etc. . 09:40 The semiconductor and component sectors rebounded rapidly, Tuojing Technology rose by more than 10%, Dongwei Semiconductor, Shengmei Shanghai, Xinyuan Micro, Lixin Micro, Dongxin Technology, and Gaolun Electronics rose by more than 5%. 09:47 The consumer electronics sector recovered rapidly, Fei Rongda (300602) rose by more than 7%, Guoguang Electric (002045), Jinlong Electromechanical (300032), Fenda Technology (002681), Fuliwang, Helin Weina, etc. rose . 09:48 Changes in the national defense and military sector have pulled up, Guangwei Composites (300699) has risen by more than 8%, Torch Electronics (603678), CSSC (600072), Aerospace Technology, Philippe (300395), Guorui Technology ( 600562) and so on. 10:00 According to iFinD data from Flush Flush (300033), half an hour after the opening, the turnover of Shanghai and Shenzhen stock markets reached 287.2 billion yuan. 10:08 Changes in the auto parts sector pulled up, Zhengyu Industry (603089), Rongtai Co., Ltd. (605133) daily limit, Shangsheng Electronics, Zhaofeng Co., Ltd. (300695), Shuanghuan Transmission (002472), Changshu Auto Decoration (603035), etc. rise. 10:51 Changes in the food processing and manufacturing sector pulled up, black sesame (000716) rose by the daily limit, BESTORE (603719) rose by more than 6%, Yuanzu shares (603886), Ligao Foods (300973), I miss you (002582), Huifa Food (603536), etc. followed up. 11:05 According to iFinD data, as of now, the turnover in Shanghai and Shenzhen has exceeded 500 billion yuan, including 210.4 billion yuan in Shanghai and 290.5 billion in Shenzhen. 11:07 The hotel and catering sector continued to rise, Junting Hotel rose by more than 10%, Tongqing Building rose by more than 6%, Huatian Hotel, Zhongke Cloud Network, Jinling Hotel, Xi'an Restaurant (000721), etc. followed. 11:12 The white goods sector continued to rise, Kangsheng shares rose by the daily limit, Dongfang Electric (300217) rose by more than 5%, Jinhai High-tech (603311), Deye shares (605117), Tianyin Electromechanical (300342), Hesheng New Materials (002290) Wait for it to go up. News: 1. Zhejiang Leapao Technology Co., Ltd. has passed the listing hearing of the Hong Kong Stock Exchange. According to the documents of the Hong Kong Stock Exchange: Zhejiang Leapao Technology Co., Ltd. has passed the listing hearing of the Hong Kong Stock Exchange. 2. U.S. stock index futures fell by 1%. S&P 500 futures fell by 1%. U.S. stock index futures fell by 1%, S&P 500 futures fell 1%, Nasdaq futures fell 1.23%, and Dow futures fell 0.81%. 3. The offshore renminbi against the U.S. dollar once fell by more than 300 points within a day. 4. Ankor Zhidian: The secretary of the board of directors has been detained by the public security organ for suspected criminal offense. Ankor Zhidian (300617) announced in the morning that Huang Jiegen, the secretary of the company's board of directors, has been criminally detained by the public security organ on suspicion of a criminal offense and cannot function as the secretary of the board of directors. responsibility. At present, the company's operation is normal. As of the disclosure date of this announcement, the public security organs are still investigating the relevant situation. At present, the chairman of the company, Chen Xiaohui, is temporarily performing the duties of the secretary of the board of directors. 5. The Nikkei 225 Index fell 2.5% at the opening. The Nikkei 225 Index fell 2.5% at the opening, and the South Korean Kospi Index fell 1.97%. On Friday, the three major U.S. stock indexes closed down across the board, with the Dow down 3.03%, the S&P 500 down 3.37%, and the Nasdaq down 3.94%. 6. Sichuan added 161 new local confirmed cases yesterday and 87 new local asymptomatic infections. According to Health Sichuan, at 0-24:00 on August 28, 161 new local confirmed cases were added in the province: point-to-point centralized closed-loop process for returning to Sichuan from other provinces 5 cases of transfer personnel, 126 cases in Chengdu, 5 cases in Neijiang, 4 cases in Mianyang, 3 cases in Ziyang, 2 cases in Liangshan, 1 case in Luzhou, 1 case in Bazhong, 1 case in Aba (148 cases above, 111 cases were found in isolation control, 24 cases were found in closed-loop transfer isolation in other provinces); 13 cases were converted from asymptomatic infections to confirmed cases (8 cases in Chengdu, 2 cases in Bazhong, 1 case in Zigong, 1 case in Luzhou, and 1 case in Suining). 87 new cases of local asymptomatic infections: 3 cases of point-to-point closed-loop transfer personnel returning to Sichuan from other provinces, 42 cases in Nanchong, 32 cases in Chengdu, 2 cases in Suining, 2 cases in Neijiang, 2 cases in Aba, 2 cases in Bazhong, and 1 case in Luzhou , 1 case in Dazhou (87 cases above, 65 cases were found in isolation control, 16 cases were found in closed-loop transfer isolation in other provinces). 7. National Development and Reform Commission: The National Development and Reform Commission will release government pork reserves in batches from September with relevant departments. In order to ensure the pork market supply during holidays, the National Development and Reform Commission will work with relevant departments to start from September. Put the government pork reserves in batches, and guide the local governments to jointly release the reserves. At the same time, pay close attention to market dynamics and maintain the normal order of the market. It is recommended that breeding (farm) households reasonably arrange production and operation, and maintain a normal slaughtering rhythm; relevant enterprises release pork commercial inventory in an orderly manner to increase market supply. 8. Supervision intends to comprehensively regulate the formation process of IPO price reports. According to China Securities Journal, the reporter learned that in order to further regulate the formation process of IPO price reports of securities companies, prevent conflicts of interest, strengthen the independence of analysts’ practice, and improve investment In order to make the price report professional and give full play to the role of the price report as an "anchor" in issuance pricing, the Securities Association of China organized the drafting of the "Code of Practice for Securities Companies to Provide Investment Value Research Reports (Draft for Comment)", and recently solicited industry Opinion. The reporter sorted out and found that there are 27 codes of conduct for the practice, which regulate the writing of bidding reports by the members of the underwriting syndicate, the management of analysts across the wall, and the exchanges between analysts and investment banking departments. Behaviors, decision-making of profit forecasts and valuation conclusions in price reports, and analysts’ verification of relevant information in price reports from issuers and investment banking business departments. Among them, 8 categories of prohibited behaviors are specified to prevent relevant stakeholders from Analysts exert pressure to influence earnings forecasts and valuation conclusions. 9. Huawei Digital Energy Technology Co., Ltd. went to flow energy storage technology to discuss industrial cooperation and said to pay close attention to the development of the flow battery industry. According to the Securities Times, a few days ago, Zhang Feng, vice president of Huawei Digital Energy Technology Co., Ltd., and Guangxi Fed New Material Technology Co., Ltd. Executive Director Liao Zhanghui and his party went to Liquid Flow Energy Storage Technology Co., Ltd. to investigate and discuss cooperation in the new energy industry. Zhang Feng introduced the basic situation of Huawei Digital Energy Company. He said that the company has been paying close attention to the development of the flow battery industry. From the perspective of industrial cooperation and investment, the technical strength, technical path, and implementation plan of the flow energy storage company are detailed and thorough. Strong maneuverability. The participating parties initially reached a strategic cooperation intention in terms of products and services, platform construction, market expansion, technical research and capital cooperation, and jointly discussed the revenue model of energy storage power stations around the way of electrolyte leasing. 10. The emergency response level of energy supply guarantee for emergencies in Sichuan Province has been lowered to Level 2. According to the Sichuan Energy Emergency Office, due to the recent drop in temperature in Sichuan Province, increased rainfall, the gradual increase in water inflows from the basin, the power supply capacity has been improved, and the contradiction between power supply and demand has been resolved. To a certain extent, in accordance with the provisions of the "Sichuan Province Emergency Energy Supply Guarantee Emergency Plan (Trial)", upon approval, it was decided to adjust the Sichuan Province emergency energy supply guarantee level 1 emergency response from 00:00 on August 29 to Second-level emergency response to emergency energy supply guarantee.
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