The three major indexes fluctuated in the afternoon. As of the close, the Shanghai Composite Index rose 1.10%, the Shenzhen Component Index rose 1.57%, and the ChiNext Index rose 1.52%. The Shanghai and Shenzhen Stock Exchange's full-day turnover was 1,159.8 billion yuan. Hotels and catering, attractions and tourism, food processing and manufacturing, beverage manufacturing and other sectors rose, while automobiles, auto parts and other sectors fell. More than 2,800 stocks rose in the two cities.
On the market, the attractions and tourism, hotel and catering sectors led the gains in the two cities. Zhangjiajie, Lijiang Shares (002033), Huatian Hotel (000428), and Tongqing Building (605108) rose by the limit, and Xiyu Tourism (300859) rose by more than 12 %, on the news, the Ministry of Industry and Information Technology canceled the "asterisk" mark on communication itinerary cards; the food processing and manufacturing sector was among the top gainers today, with Gaishi Foods rising by more than 11%. Jialong shares (002495), Yiming Food (605179), Ximai Food (002956), 7weizhixiang (605089), Sunshine Dairy (001318) daily limit, Panda Dairy (300898), Three Squirrels (300783) Many stocks rose by more than 8%; the automobile sector fell in the afternoon, with Ankai Bus (000868) hitting the limit, Changan Automobile, Haima Automobile (000572), and Oriental Motor falling by more than 4%.
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Change review:
09:25 The three major A-share indexes opened with mixed results, with the Shanghai Composite Index opening down 0.08%, the Shenzhen Component Index opening up 0.11%, and the ChiNext Index opening up 0.28%. , the attractions and tourism, hotel and catering sectors opened actively.
09:26 Tianhua Super Net (300390) opened 7.17% higher. The company announced that its net profit in the first half of the year is expected to be 3.35 billion yuan-3.65 billion yuan, a year-on-year increase of 971.70%-1067.67%.
09:28 Rheinland Biotech (002166) opened 8.84% higher. The company announced that it expects net profit in the first half of the year to be 119 million yuan-149 million yuan, a year-on-year increase of 100%-150%.
09:28 The attractions and tourism sector opened actively. Lijiang shares opened three consecutive times. Western Region Tourism, Jiuhua Tourism (603199), Lingnan Holdings (000524), Qujiang Culture and Tourism (600706), etc. all opened sharply higher. On the news, the Ministry of Industry and Information Technology canceled Communication itinerary cards are marked with an "asterisk".
09:33 The new metal materials sector moved up, with Zhongke Sanhuan (000970) rising by more than 4%, Alloy Investment (000633), Shenzhen Xinxing (603978), Platinum New Materials (300811), Dadi Xiong, etc. following the rise. .
09:33 The growth rate of the ChiNext Index expanded to 1%, the Shanghai Composite Index rose 0.32%, and the Shenzhen Composite Index rose 0.85%.
09:34 The Shenzhen Component Index rose by 1%, the Shanghai Composite Index rose by 0.44%, and the ChiNext Index rose by 1.18%.
09:36 The beverage manufacturing sector moved up, with Luzhou Laojiao (000568) rising more than 4%, SDIC Zhonglu (600962), Bairun Holdings (002568), Tsingtao Beer (600600), Yingjia Gongjiu (603198) Wait and follow the rise.
09:37 The securities sector moved higher, with Huaxin Shares (600621) rising by more than 6%, Guolian Securities (601456), Great Wall Securities (002939), CITIC Construction Investment (601066), Oriental Fortune (300059) Wait to follow the rise.
09:38 The automobile sector moved up, with Jianghuai Automobile (600418) rising by more than 7%, Xiaokang Group (601127), Asia Star Bus (600213), Hanma Technology (600375), BYD (002594), etc. Follow the rise.
09:42 The pharmaceutical e-commerce sector moved up, with Taienkang (301263) rising by more than 13%, Kangyuan Pharmaceutical (600557), Zuoli Pharmaceutical (300181), Luyan Pharmaceutical (002788), and Kefu Medical (301087) and so on.
09:51 The industrial motherboard sector continues to rise, with Hechuan Technology rising by more than 8%, followed by Shanghai Machinery CNC (603185), Haozhi Electromechanical (300503), Greatoo Intelligent (002031), Baoxin Technology (002514), etc.
09:53 The 5G sector continues to be active, Aowei Communications (002231), Infineon (002528), Xingmin Zhitong (002355), Rifeng Shares (002953) have reached daily limit, Chuling Information (300250), Zhongtian Technology ( 600522), Ricoda, YOFC (601869), etc. followed suit.
09:54 Yuanda Intelligent (002689) hit the intraday limit and hit the ground floor. It is currently quoted at 5.03 yuan, with a turnover rate of 11.74% and a turnover of 538 million yuan.
09:57 The airport shipping sector continues to rise. Shenzhen Airport (000089) and Juneyao Airlines (603885) rose by more than 6%. Baiyun Airport (600004), China Airlines (002928), China Southern Airlines (600029), and China Eastern Airlines (600115) and so on.
09:59 Jitai Shares (002909) hit the lower limit, with a transaction volume of 549 million yuan.
10:00 According to Flush (300033) iFinD data, half an hour after the opening, the transaction volume of Shanghai and Shenzhen stock markets reached 311 billion yuan.
10:12 The hotel and catering sector continues to strengthen, with the sector rising by more than 7%. Huatian Hotel, Tongqing Building, Zhongke Cloud Network (002306) hit the daily limit, Xi'an Tourism (000610), Xi'an Food (000721), Jinling Hotel (601007) and others will follow suit.
10:15 The media sector continues to strengthen. Dinglong Culture (002502), Cultural Investment Holdings (600715), Jinyi Film and Television (002905) hit the limit, Huayi Brothers (300027) rose by more than 18%, Ciwen Media (002343) ), Huanrui Century (000892), Huawen Group (000793), China Travel United (600358), etc. followed the rise.
10:30 The dairy sector continued to rise, with Yiming Food hitting the daily limit, Pinwo Food (300892) rising by more than 8%, and Eternal Asia (002183), Panda Dairy, Sunshine Dairy, Liziyuan (605337), etc. following suit.
10:35 According to Flush iFinD data, so far, the transaction volume of Shanghai and Shenzhen stock markets has exceeded 500 billion yuan, of which Shanghai stock market turnover is 209.7 billion yuan and Shenzhen stock market turnover is 293 billion yuan.
10:37 The food processing and manufacturing sector continues to strengthen. Yiming Food and Sunshine Dairy rose by the limit, Wei Zhixiang and Pinwo Food rose by more than 8%, Ganyuan Food (002991), Ligao Food (300973), Zhongju High-tech (600872) Wait and follow the rise.
10:41 The electric power sector moved up due to unusual changes. Ganneng Shares (000899) and Zhejiang Xinneng (600032) hit the daily limit. Ningbo Energy (600982) rose by more than 6%. Shenzhen Energy (000027), Jingyuntong (601908), Jiangsu Xinneng (603693), Jinkai Xinneng (600821) and others followed suit.
10:55 The Shanghai Composite Index rose by 1%, the Shenzhen Composite Index rose by 1.43%, and the ChiNext Index rose by 1.3%.
11:28 The GEM index rose by 2%, the Shanghai Composite Index rose by 1.24%, and the Shenzhen Composite Component Index rose by 1.86%.
13:02 The Shenzhen Component Index rose by 2%, the Shanghai Composite Index rose by 1.33%, and the ChiNext Index rose by 2.17%.
13:12 The net inflow of southbound funds exceeded 5 billion yuan. Previously, southbound funds had been net buying for 15 consecutive days.
13:28 Changan Automobile fell 3.22%, with a turnover of 10.001 billion yuan.
13:40 TCL Central (002129) hit the daily limit, with a turnover of 6.462 billion yuan.
14:06 Almaden (002623) hit the lower limit, with a turnover of 1.405 billion yuan and 25,129 orders closed.
14:10 US stock futures index futures fell further, Nasdaq futures fell 1%, S&P 500 index futures fell 0.85%, and Dow futures fell 0.72%.
14:19 The civil explosive sector continues to be active. Huhua Co., Ltd. (003002) and Tongde Chemical (002360) hit the daily limit. Xuefeng Technology (603227), Yahua Group (002497), Poly United (002037) and other stocks increased. In the forefront.
News:
1, Tianqi Lithium Industry applied to issue more than 160 million H shares through the Hong Kong IPO
Tianqi Lithium Industry (002466) applied to issue 164.1 million shares through the Hong Kong IPO. The H-share issuance price guidance range is per share 69.00-82.00 Hong Kong dollars. Trading is expected to start on July 13.
2. Economic Daily: New energy is not the real estate of 20 years ago
Economic Daily published a commentary article. At the 2022 New Energy Vehicle Industry Chain Investment Annual Conference held recently, some economists said that the current new energy-related industries are The most promising and explosive field in the future. In the long run, not investing in new energy now is like not buying a house 20 years ago. This view seems to have ignited the enthusiasm of investors. The A-share new energy sector, which was already in the rebound stage, has accelerated its rise again and is likely to return to the forefront. Is new energy the same as real estate 20 years ago? There is no easy way to draw conclusions about this hot topic. If we look at investment scale, economic boosting effects and growth potential, new energy and real estate, despite their similarities, cannot be simply equated.From a long-term perspective, it is obvious that new energy cannot be simply equated with real estate 20 years ago. New energy will have a more profound impact on human progress and my country's economic and social development.
3, China Software International: Assisting BYD in the development and construction of the mobile terminal of BYD's intelligent network connection system
China Software International announced that the company recently signed a technical service agreement with BYD Automobile Industry Co., Ltd. The two parties will focus on promoting the development of automobile intelligence and connectivity, combine BYD's automotive intelligence technology advantages, and actively leverage the company's own rich industry application development experience and ecological co-construction capabilities to assist the mobile terminal of BYD's intelligent network connection system. Development and construction. The company will join hands with BYD to serve ecological partners and BYD car owners, jointly promote the intelligence level of intelligent connected cars , and accelerate the intelligent upgrading of the automotive industry.
4, Anhui yesterday reported 413 new cases of local asymptomatic infections, all in Si County, Suzhou City
According to the Anhui Health Commission, from 0-24:00 on June 29, 2022, Anhui Province reported 1 new confirmed case (imported from abroad) ), there were no new suspected cases, and 13 new cases of asymptomatic infections (all in Si County, Suzhou City).
5, Hefei BYD's first complete vehicle rolled off the assembly line
According to Hefei Daily, on June 30, the vehicle off-line ceremony of BYD's Hefei base project was held in Xiatang Town, Changfeng County. The model produced by BYD's Hefei base project is currently the best-selling Qin PLUS DM-i. In addition to the complete vehicle, core components, such as engines, motors and assemblies, are all produced at the Hefei base. The first phase of BYD's Hefei base project has a total investment of 15 billion yuan. After the project reaches full capacity, it can achieve an annual output value of more than 50 billion yuan. It is expected to drive a total output value of 100 billion yuan in the upstream and downstream industrial chains, and plans to continue to increase investment.
6, National Health Commission : 8 new local confirmed cases yesterday and 31 new local asymptomatic infections
According to CCTV news, from 0 to 24:00 on June 29, 31 provinces (autonomous regions and municipalities) and The Xinjiang Production and Construction Corps reported 33 new confirmed cases. Among them, there are 25 imported cases (10 in Shanghai, 7 in Fujian, 2 in Beijing, 2 in Shaanxi, 1 in Anhui, 1 in Guangdong, 1 in Chongqing, and 1 in Sichuan), including 2 cases that were converted from asymptomatic infections. Confirmed cases (1 in Guangdong, 1 in Chongqing); 8 local cases (5 in Jiangsu, 2 in Guangdong, and 1 in Beijing), including 1 case that was converted from an asymptomatic infection to a confirmed case (in Guangdong). There were no new deaths. There are no new suspected cases. There were 77 new cases of asymptomatic infections, including 46 imported cases and 31 local cases (13 cases in Anhui, 9 cases in Jiangsu, 7 cases in Liaoning, and 2 cases in Guangdong).
7, Central Meteorological Observatory : Typhoon Siamba, No. 3 this year, will be the first typhoon to land in my country this year
Central Meteorological Observatory: The South China Sea Tropical depression has been strengthened into Tropical Storm (Level 8, 18 meters/second ), Typhoon Siamba, the third typhoon this year, was born. Siamba will also be the first typhoon to land in my country this year.
8, National Bureau of Statistics : In June, the manufacturing PMI was 50.2%, returning to above the critical point
National Bureau of Statistics: In June, the manufacturing purchasing managers index (PMI) was 50.2%, an increase of 0.6 percentage points from the previous month. Back above the critical point, the manufacturing industry is recovering and expanding. In June, the non-manufacturing business activity index was 54.7%, an increase of 6.9 percentage points from the previous month, returning to the expansion range. The non-manufacturing business boom level has rebounded significantly for two consecutive months.
9, SenseTime responded to the plunge: management is confident in the long-term value and prospects of the group
According to China Business News , in response to the plummeting share price of Hong Kong stocks SenseTime-W, SenseTime Technology responded today that today is the day when the company’s stock is lifted. At the time, the company also issued an announcement early in the morning. SenseTime executives and certain management made a voluntary lock-up commitment. The management is full of confidence in the long-term value and prospects of the group. As of press time, SenseTime-W fell 47.62% to HK$3.08. SenseTime Technology announced in the morning that 2.002 billion Class B shares have been voluntarily locked up, and the controlling shareholder indirectly controls the distribution of Class B shares.
10, 2-connected board Guozhong Water Affairs (600187) responded whether to inject Huiyuan Juice : Subject to subsequent announcements, there are major uncertainties
According to Southern Finance, the stock price of Guozhong Water Affairs has risen recently, on the 29th and 30th. The daily limit is currently trading at 2.81 yuan.On June 27, an announcement from the Beijing No. 1 Intermediate People's Court showed that the reorganization plan of Beijing Huiyuan Food and Beverage Co., Ltd., a subsidiary of "Huiyuan Juice", was approved by the court, and Shanghai Wensheng Asset Management Co., Ltd. was used as a reorganization plan. The investor plans to invest 1.6 billion yuan to become the controlling shareholder of Huiyuan. On May 17, the Water Affairs Department of Junior High School and Wensheng Investment signed a "Project Cooperation Agreement". Both parties hope to cooperate and plan to jointly invest in the shares of the reorganized XX Company (because the project is currently confidential). The market speculates that Guozhong Water may inject Huiyuan Juice through restructuring in the future. In this regard, a reporter from Southern Financial All-Media Group contacted the investor relations department of China Water Affairs. Relevant sources said that subsequent announcements will prevail and it is inconvenient to disclose now because there are major uncertainties.
11, Jitai Shares' stock price fell to the limit. The company responded to the postponement of replying to the letter of concern: some details need to be reviewed.
According to Southern Finance, Jitai Shares, which has been rising at the daily limit recently, disclosed the delay in replying to the Shenzhen Stock Exchange's letter of concern. Yesterday's stock price surged 17%, and it fell to the limit in early trading today. The current price is 17.88 yuan. The reporter contacted the investor relations department of Jitai Co., Ltd. and relevant sources said that currently, the company is operating normally. Regarding the delay in responding to the Shenzhen Stock Exchange's letter of concern, the person said that we have prepared the materials and there are some details of the review process. We will disclose the response to the letter of concern later depending on the progress of the review.
12 and Hengchi 5 will start pre-sale in July. The price is expected to be about 200,000.
According to Jiemian News, the reporter learned from the staff of Guangzhou Hengchi Display and Experience Center that the pre-sale of Hengchi 5 will start on July 6. , currently interested customers can make an appointment and register first. Only customers who have made an appointment and registered in advance can experience the test drive first. The test drive time will be about the last week or so. A pre-sale information provided by the staff member shows that the pre-sale price of Hengchi 5 has not yet been fully determined. It is expected to be around 200,000, and the first batch of pre-sale output is about 10,000 units. After the pre-sale starts, a "small order" must be paid first. "Grab the rights and interests from July 6th to July 31st. The small order amount is 1,000 yuan. From August 1st to August 31st, you can convert the small order into a large order. The large order amount is 10,000 yuan." The delivery time of the first batch of Hengchi 5 is expected to be from October 1, 2022 to March 31, 2023. An insider in the automotive industry told Jiemian News that generally speaking, the production plan is decided half a year to a year ago. Production will be arranged after the final order is delivered. After the vehicle rolls off the assembly line and is delivered to the store, the merchant will contact the dealer to place the order. The customer pays the final payment and delivers the goods.
13, Zheshang Securities : Starting a rapid recovery mode from logistics to people flow economy
Li Chao, chief economist of Zheshang Securities (601878), believes that the PMI index rose significantly in June, and both the manufacturing and service industries improved significantly. The flow of people has been fully restored, and the flow of people is recovering rapidly. The proposal of the ninth version of the epidemic prevention and control plan, the "star-struck" itinerary card, and the resumption of offline business in Shanghai continue to verify the statement in our May 17 report "Reversal, Rebirth" that "the recovery of people's mobility is the biggest expected difference" Judgment, prompting to focus on related consumer industry chains such as aviation, airports, tourism, hotels, and catering. In addition, continuing to be bullish on stable growth chains, such as finance, real estate, construction, building materials and real estate post-cyclical sectors, also prompts attention to investment opportunities in growth stocks after U.S. bond yields peak in the third quarter. In terms of fixed income, the current primary goal is still to stabilize growth and maintain employment. Monetary policy will continue the "easy money + easy credit" combination. In the future, as the economy recovers rapidly, nominal GDP growth rebounds significantly. The 10-year government bond yield is expected to be higher in the third quarter. will reach a high of 3%.
investment advice:
Jufeng Investment Consulting believes that the current factors suppressing the sentiment of A-share investors are still geopolitics, dollar contraction, economic downturn and other factors. The Politburo meeting on April 29 issued the strongest message to stabilize expectations and the market. Military industry, wind power, photovoltaics, lithium batteries, chips and other track sectors that took the lead in mid-term adjustments during the year stopped falling and rebounded, activating the market's long confidence; and are expected to Leading the market to launch a wave of mid-level market before the mid-term report window period comes. At present, the market has strengthened across the board. It is recommended that the mid-term focus is on companies whose first-quarter reports have grown year-on-year and quarter-on-quarter, especially high-prosperity leaders such as new energy, semiconductors, and military industries.
