market review!
On Wednesday, the three major A-share indexes opened lower and moved lower. The Shanghai Stock Exchange Index fell below the 3,400-point mark, the ChiNext Index fell more than 2.5%, high-level track stocks fell to their limit in bulk, and northbound funds sold nearly 1.7 billion yuan in net sales.
As of the close, the Shanghai Stock Exchange Index fell 1.4%, the Shenzhen Component Index fell 2.2%, the GEM Index fell 2.53%, and the trading volume exceeded 1.3 trillion yuan, setting a new high since this round of rebound.
stocks showed a general downward trend. A total of 774 stocks in the two cities rose, 71 stocks reached daily limit, 3973 stocks fell, 50 stocks fell below limit, and 28 stocks exploded, with a blast rate of 28%.
On the market, the real estate and infrastructure sectors rose sharply, with Gemdale Group, Binjiang Group , Cinda Real Estate , Anhui Construction Engineering, Hongrun Construction and other stocks hitting their daily limit.
At present, the real estate industry still has strong policy support. Recently, many places have launched room ticket placement policies to promote inventory reduction and transaction volume recovery in the cities where they are located.
Bank of China Securities pointed out that from the perspective of high-frequency data, new home transactions have continued to increase month-on-month since June, and sales have reached the stage of recovery. The enthusiasm of real estate companies to acquire land, the land market and real estate investment may drive the recovery amid the stabilization and recovery of sales. , the fundamental turning point is gradually approaching.
Automobile stocks fell sharply, Asia Star Bus , Ankai Bus performed on the floor, BAIC Blue Valley , Xiaokang Co., Ltd., Changan Automobile , Guangzhou Automobile Group , King Long Automobile , Haima Automobile and other stocks. Hit the limit.
After the market opening, the automobile industry has received a lot of good news. For example, the Passenger Car Association said: html The trend of new energy vehicles from major manufacturers in June is also growing at a very high speed. It is expected that the retail sales of new energy vehicles in June this year will be nearly 500,000, which may reach a record high. .
The Passenger Car Association has given a signal in advance. Domestic new energy vehicle companies will successively disclose their sales in June. From this point onwards, the sales of domestic new energy vehicles should be good. Will the battered auto chain rise again?
The photovoltaic sector has made a significant correction. Aikang Technology , Jinchen Shares, Quartz Shares , Jingshan Light Machinery , Aixu Shares, etc. exceeded 10 stocks, and King Kong Glass , and Dike Shares fell by more than 10%.
It is worth mentioning that the mid-term report industry has quietly started. The mid-term report exceeded expectations Snow Sky Salt Industry and Xiongtao Shares have bucked the trend and closed their boards. Sichuan Jinnuo once rose by more than 13% during the session. We need to pay attention to the performance line of the interim report.
The A-share market has always had the tradition of "beautiful girls marry first". Those who disclose the interim report notice before July 15th are more likely to be favored by market funds. The later the market funds are tired, the feedback will not be too strong. powerful.
There are currently not many companies that have announced interim report forecasts, but the presence of multiple companies in the same industry forecasting high performance growth shows that they are representative to a certain extent. It also means that the overall growth of this industry is good, and it can also go in this direction. Dig.
After the market closed, Tianhua Super Clean previewed the semi-annual report performance: the company expects net profit in the first half of the year to be 3.35 billion yuan - 3.65 billion yuan, a year-on-year increase of 971.70% - 1067.67%.
Regarding the substantial growth in performance, Tianhua Super Clean said: During the reporting period, benefiting from the rapid development of the new energy industry, the market had strong demand for lithium salt . The company's battery-grade lithium hydroxide shipment volume and sales amount were relatively high. Significant growth over the same period last year.
In addition, Rheinland Biotech expects net profit attributable to parent companies to be 119 million yuan to 149 million yuan in the first half of 2022, a year-on-year increase of 100% -150%.
After-hours news:
1. The Ministry of Industry and Information Technology cancels the "star" on the itinerary card!
After the National Health Commission significantly optimized the isolation control policy, after the market closed, the Ministry of Industry and Information Technology made it clear that the "asterisk" mark on communication itinerary cards will be removed from now on.
The signal of canceling the itinerary card will not only further promote the cross-regional flow of people and promote the current recovery of domestic consumption, but more importantly, it marks an important turning point in the epidemic control policy since February 2020.
In the half hour since the "asterisk" was cancelled, the instant search volume for international air tickets on the relevant platform doubled, reaching the highest peak of international air ticket searches on the platform in the past two years.
At the same time, the search volume for air tickets on the platform increased by 60% within 30 minutes, the search volume for hotels doubled, and the search volume for train tickets increased by up to 1.5 times.
Many places have updated epidemic prevention and control measures, and it is expected that more policies and measures will be introduced to promote the recovery of the domestic consumer market. Can tourism, hotels, airport shipping and other sectors take over the leading banner of track stocks?
2. Ministry of Industry and Information Technology: Improve preferential policies for the purchase and circulation of new energy vehicles;
The Ministry of Industry and Information Technology stated that the Ministry of Industry and Information Technology will continue to promote the high-quality development of the new energy vehicle industry.
1: It is to support industry enterprises to accelerate breakthroughs in new technologies and promote the integrated development of intelligence, networking and electrification.
2: It is to improve preferential policies for the purchase, passage, and parking of new energy vehicles, speed up the construction of charging and swapping infrastructure, and enhance consumer experience.
3. Passenger Car Association: It is expected that the retail sales of nearly 500,000 new energy vehicles in June this year may hit a record high;
Passenger Car Association data shows: From June 1 to 26, the passenger car market retailed 1.422 million vehicles, an increase from last year 27%, an increase of 37% from the same period last month; passenger car manufacturers wholesaled 1.504 million units, an increase of 40% from the same period last year, and an increase of 34% from the same period last month.
The current strong retail sales in June are better than the industry’s policy expectations. The overall market retail performance in June is worth looking forward to.
html The trend of new energy vehicles from major manufacturers in June is also growing at a very high speed. It is expected that the retail sales of new energy vehicles in June this year will be nearly 500,000, which may reach a record high.
4. The central bank second quarter meeting: maintain reasonable and sufficient liquidity and enhance the stability of total credit growth; better meet the reasonable housing needs of home buyers, and promote the healthy development and virtuous cycle of the real estate market.
China Securities Regulatory Commission: Private enterprise bond transaction fees should be waived to help stabilize the macroeconomic market ; In addition, the Shenzhen Stock Exchange and Shanghai Stock Exchange respectively temporarily exempted bond and fund-related fees, and temporarily exempted some bond transaction handling fees. .
fills the gap!
Judging from the trend on Thursday, the Shanghai Stock Index opened lower and moved lower. It fell rapidly in the afternoon. By the close, the 3400-point integer mark it had just reached had fallen again.
The reasons for the sharp decline of the A-share index are on the one hand: after the theme or index has continued to rebound, the profits are huge, and there is a need to cash out when the index approaches the pressure area. On the other hand, the index itself also has technical aspects. The need for adjustment, coupled with the impact of the sharp decline in US stocks overnight;
The last time the Shanghai Stock Index closed the bar bar was June 23, but the overall performance on that day was good, with the number of companies reaching the daily limit reaching 82, while only 7 companies fell below the limit. , the amount of energy is not amplified.
As for Wednesday’s high-volume barcode line, the number of stocks that fell below the limit reached 40, which were basically popular track stocks in the early stage. The main force also had a net outflow of more than 80 billion that day, so this barcode line is more inclined to adjust.
After all, there are still two fresh gaps below. A-shares have always made up for the gaps. The adjustment position is temporarily seen at 3300 points, which is to step back to the half-year line support.It is normal for the
index to encounter resistance below the annual line and fall back. After all, there has been no decent adjustment since this round of rebound, and there is also a need to cash out the accumulated profits.
The short-term adjustment will not change the upward trend. The index has stabilized at the half-year line, accumulating a new round of upside chips. After it has stabilized and supported, it is still challenging the half-year line again. The market style is high and low. Do not chase high in the near future. The previous strong Bounce variety.
Note: The above companies are compiled and summarized based on public information such as performance reports. They are only used for sharing and communication and learning, and are not used as a basis for trading;
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