author | Liu Yichen
cover source | Visual China
A-share The three major indexes collectively opened lower today, with the Shanghai Stock Exchange Index opening lower by 0.17%, the Shenzhen Component Index opening lower by 0.36%, and the ChiNext Index opening lower by 0.62%.
Maiquer's "propylene glycol" incident continues to ferment, and the stock opened and once again ushered in lower limit . The morning announcement stated that the company has recently been investigated by the market supervision and management department due to the detection of propylene glycol in pure milk. Maiquer's pure milk business accounts for about 50% of the overall operating income. It is expected that this matter will have a negative impact on the pure milk business during the rectification period, which may in turn affect the company's periodic operating performance.
Ganfeng Lithium Industry opened lower by 7.07%. The company was investigated by China Securities Regulatory Commission on suspicion of insider trading in the secondary market of a listed company's A shares. According to .com, Ganfeng Lithium Industry Chairman Li Liangbin said that the company was put on file by the China Securities Regulatory Commission. The main reason was that in June 2020, while the company was negotiating mergers and acquisitions with Jiangte Electric , it purchased Jiangte Motor's stock.
Image source: Snowball
As of the close, Ganfeng Lithium's decline narrowed to 1.41%, with a turnover of over 11.7 billion yuan.
The tourism sector continued its decline, with Lijiang Shares , Huatian Hotel, Xi'an Tourism, Xi'an Food , Jiuhua Tourism, Yunnan Tourism among the top decliners.
Pork stocks led the gains at the opening, and stocks in the sector set off a daily limit trend, Muyuan shares , Tiankang Biotechnology , Huatong Shares, Tianbang Food, Superstar Agriculture and Animal Husbandry, Aonong Biotechnology, Yisheng Shares , Zhengbang Technology , new hope , etc., more than 10 stocks were collectively closed. On the news, the main contract of live pig futures once hit the daily limit, hitting a new high since June 2021.
Image source: Wind
According to China Fund News, a meeting notice of the National Development and Reform Commission planning to hold a meeting on July 4 to analyze the recent supply, demand and price situation of the pig market has been circulated on the Internet. The notice stated that relevant enterprises will be reminded to maintain the normal rhythm of slaughtering, avoid blindly pressing the slaughter, put forward requirements not to hoard or drive up prices, and study relevant measures to maintain the smooth operation of the pig market.
Relevant people said that from a macro perspective, officials are worried about the sharp fluctuations in pork prices in the future. "In fact, there is no shortage of pigs in the market. The recent price rise is due to excessive pressure on the market by companies. If the slaughter comes to be concentrated in August and September, It may also lead to a rapid price drop, which is not conducive to price stability. "
The semiconductor sector fell sharply in early trading. Yingjixin once fell by more than 10%, Rockchip fell slightly by more than 9%, Serip, Galaxy Microelectronics, and Shengong Shares. , GigaDevice , Xinpengwei, Biyiwei fell more than 7%.
Picture source: Wind
According to media reports, the storm of order cuts and price cuts for semiconductor chips has expanded. The microcontroller (MCU), which was previously priced relatively hard and in short supply, began to see an avalanche of quotations, especially for consumer applications where Taiwanese manufacturers have locked prices. The pressure is the greatest, and there is even news that the prices of the products of the world's top five MCU manufacturers have been cut in half.
Electric power stocks fluctuated and strengthened, Ganneng shares 5 even board, Anhui Power , Beijing Express, Jiantou Energy , Huadian International daily limit, Inner Mongolia Huadian, Star Power , Huaneng International, Datang Power Generation and other products were among the top gainers.
Pharmaceutical stocks rose sharply, monkeypox , new crown special drugs, and CRO concepts were active, Zhijiang Biotech rose by more than 15%, Lanwei Medical rose by more than 12%, and WuXi AppTec rose by more than 6%. On the news, on July 1, the National Health Commission's "Technical Guidelines for Monkey Pox Prevention and Control (2022 Edition)" stated that monkeypox virus screening should be carried out while checking for new coronavirus during the quarantine period of existing inbound personnel.
Image source: Wind
The three major indexes collectively turned red during the midday break. The Shanghai Stock Exchange Index rose 0.14%, the Shenzhen Component Index rose 0.9%, and the ChiNext Index rose 1.35%.
energy storage concept was active in the afternoon. GEM stocks Tongfei Shares, Kexin Technology, and Jinpan Technology hit the daily limit, Igor, Xiangxin Technology, Costar , Deye Shares, Jinzhi Technology , Shandong Many stocks such as Zhanggu and State Grid Yingda hit their daily limit. In addition, Peneng Technology, Penghui Energy, and Minglida all rose sharply and hit record highs.
The automobile sector fluctuated and fell. Ankai Bus fell by more than 7%, Asia Star Bus fell by more than 5%, Dongfeng Motor , King Long Motor , Great Wall Motor followed suit.
Image source: Wind
The military sector was among the top gainers, with Western Superconductor rising by more than 10%, Lianshi Aviation and Southern Seiko hitting their limit, Boyun New Materials , Tunan Holdings and AVIC Electronics rising by more than 6%.
The airport shipping sector continued to correct, with Juneyao Airlines falling nearly 6%, Air China , Shenzhen Airport, Spring Airlines , China Southern Airlines , etc. following the decline.
Image source: Wind
The three major A-share indexes closed collectively higher, with the Shanghai Stock Exchange Index rising 0.53% to stand at 3,400 points, and the Shenzhen Component Index rising 1.29%; northbound funds bought a net 4.501 billion yuan.
