On September 3, the A-share market fell into adjustment again, and the three major indexes underperformed. The Shanghai Stock Exchange rose and fell, gaining 3,600 points and then losing; the ChiNext Index continued its decline, falling more than 1%, and barely staying at 3100 points. Pass, 's daily K-line has been overcast for 7 consecutive days, setting a new adjustment low; the Shenzhen Component Index fell within 1%. The overall stocks in the two cities have more reds than greens, and the turnover has exceeded one trillion for 33 consecutive trading days.
A-shares met the adjustment of the market again, and the market style was switched to the limit; the Beijing Stock Exchange came, and the New Third Board market broke out, and many stocks rose 100%; semiconductor, liquor, and seed industries were active; lithium battery, cycle, military and other popular track stocks were big diving.
There are 2450 rising stocks and 1889 falling stocks in the two cities; 52 daily limit stocks (non-ST) and 20 daily limit stocks (non-ST).
Wind Energy
Clean energy accounted for half of the daily limit stocks yesterday. Today, under the impact of other popular concepts such as the Beijing Stock Exchange, the daily limit of clean energy stocks has been significantly reduced.
Specifically, under the four major branches of clean energy yesterday, photovoltaic and wind power have relatively more daily limit stocks. Today, the wind power sector can be said to be thriving. Zhongmin Energy (600163.SH), Huaneng International (600011.SH), Goldwind Technology (002202.SZ), Tianshun Wind Energy (002531.SZ), Yuneng Holdings (001896. SZ) and other wind power stocks successfully joined the board. In this round of rising electricity prices, wind power is even more robust.
Zhongtai Securities gives data that the newly installed wind power capacity from January to July was 12.57GW, an increase of 47%. Its analysis believes that the complete machine link in the wind power industry chain has large flexibility and high certainty in the performance of the parts and components. In addition, the current wind power business cycle has a significant trend of large-scale, which has a profound impact on the industry chain and is worthy of attention.
NEEQ Featured Layer
Stimulated by the positive news that the Beijing Stock Exchange will be established,The NEEQ selected layer, innovation layer, and basic layer ushered in explosive rises. There are also many stock daily limits in the A-share three-board selection concept, Dinghan Technology (300011.SZ), Yilianzhong (300096.SZ) 20% closure, Chuangyuan Technology (000551.SZ) , Jinjia shares (002191.SZ) and other sealing boards.
is the first daily limit. Looking at the market outlook, there may be room for fermentation, but beware of the risk of catching up.
On the news, on the evening of September 2, the news of "establishing the Beijing Stock Exchange on the basis of the existing NEEQ selected layers" aroused widespread concern and discussion in the market.
Venture Capital
Under the stimulus of heavy policy, the concept of A-share venture capital continued to be active this week, and today there is another daily limit wave. Guangbo shares (002103.SZ), deep SEG_ span2span (000058.SZ; 200058.SZ), Zhongguancun (000931.SZ) and other multi-strand closures.
However, the sector fluctuated as a whole today, and individual stocks in the sector were clearly differentiated, and there are signs of profit realization. The most convincing is the dark horse of entrepreneurship (300688.SZ), which became the "dark horse" of 's venture capital stock , gaining a 20% daily limit during the session and a cumulative increase of 94% this week. However, the dark horse of entrepreneurship opened the daily limit at the end of the trading session, and it is clear that there are signs of capital fleeing.
List of other daily limit stocks
Other daily limit stocks appear to be more scattered. Real estate, lithium battery, financial technology, military industry, education and other sectors all have daily limit stocks.
Among them, Zhongtian Finance (000540.SZ) succeeded in 4 games.Zhongtian Finance announced on August 31 that it intends to divest 18 billion yuan in real estate business, focusing on the financial industry. Since the announcement, the valuation of Zhongtian Financial is changing to a pure financial company, and the stock price continues to rise at the limit.
(absolute value Wang Sipeng)
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