Author | Song Xinao
Cover source | Visual China
On September 21, the three major indexes of A shares opened lower collectively, the Shanghai Composite Index opened lower by 0.2%, the Shenzhen Component Index opened lower by 0.34%, and the ChiNext Index opened lower by 0.55%.
has 4 new stocks listed today, and 3 open breaks the issue price, namely GEM new stock Jiebang Technology, Science and Technology Innovation Board new stocks Cigu Technology, and Nocheng Jianhua nuocheng Jianhua .
film and television media sector opened downward, Jinyi Film and Television hit the limit, Zhongyuan Media, th Century Tianhong and others followed suit.
military industry stocks fluctuated and weakened, with AV Technology , Tianao Electronics, Hezhong Sizhuang , Aerata and others leading the declines. All three major indexes of
fell by more than 1%, the Shanghai Composite Index fell below 3100 points, nearly 4,500 stocks in the two markets were green, and only more than 300 stocks in rose.
Picture source: Wind
Shipping stocks fluctuated and strengthened, China Merchants Nanyang Oil hit the daily limit, China COSCO Haiti, China COSCO Haiti, China Merchants Shipping , Ningbo Shipping , Changhang Phoenix , etc. followed suit. On the
news, due to strong shipping demand, the Baltic dry bulk freight index rose to a high of more than one and a half months on Tuesday. The overall dry bulk freight index of the Baltic Sea climbed 176 points, or 11.3%, to 1729 points.
gas sector rose against the trend, Shengtong Energy hit the daily limit, and Water-Fao Gas, Jiufeng Energy, Delong Hui Energy, Kaitian Gas, etc. rose.
Picture source: Wind
Catering and tourism sectors fell collectively, with Sante Cableway, Tongqinglou, Jiuhua Tourism, and Xi'an Food and falling.
lithium battery sector fluctuated and recovered, Weike Technology took the lead in hitting the daily limit, and Jinlongyu , Kexin Technology, Wanshun New Materials, China Mining Resources, etc. followed suit. On the news of
, on September 20, Australia's Pilbara Mining Company held its sixth spodumene concentrate auction this year. The final transaction price was US$6,988/ton, up 10% from the transaction price on August 2. As the price vane of lithium ore , the auction price hits a new high, which may support the lithium price to remain strong.
Tianfeng Securities pointed out that new energy vehicles are an important industrial trend in the future. Benefiting from the continued high prosperity of downstream new energy vehicles, the demand for lithium batteries is strong, driving the growth of demand for lithium battery equipment; at the same time, the carbon neutrality policy promotes the long-term fundamentals of lithium battery equipment. Power batteries have entered the peak of production expansion, and the valuations of leading equipment manufacturers are expected to gradually get a premium with the peak of production expansion.
power sector rose and rose, Jiantou Energy led the rise, Ganneng Co., Ltd. , Huaneng International, Guodian Power , Inner Mongolia Huadian, Hubei Energy, etc. followed suit.
closed at midday, the Shanghai Composite Index fell 0.56%, the Shenzhen Component Index fell 1.17%, and the ChiNext Index fell 1.77%; the shipping and gas sectors led the rise, and the military industry, catering and tourism, and pharmaceutical and biological sectors ranked first, with Mindray Medical falling more than 7%, and once fell more than 8% during the session; Watson Biologic , China China Duty Free Group fell more than 4%, and Zhifei Biologic fell more than 3%.
Picture source: Wind
After afternoon, stocks on the North Exchange collectively rose, Youji shares 30CM hit the daily limit, Paitre and Bond shares rose by more than 20%, and more than ten stocks including Anhui Phoenix, Rongyi Precision, Chenguang Cable, Qifeng Precision, and Kexin Materials rose by more than 10%.
real estate sector rose in the afternoon, Qixia Construction hit the daily limit, Wantong Development, Jingneng Real Estate , Jindi Group , Chinese Enterprise , Zhujiang Co., Ltd., etc. followed suit.
CICC believes that from January to August, the funds in place for real estate development companies fell by 25.0% year-on-year, with a slight decline in the decline. Among them, domestic loans, deposits, prepayments, and personal mortgage loans decreased significantly, and real estate companies' cash flow is still in a tight state. Since the beginning of the year, real estate policies have continued to recover, and it is believed that subsequent real estate demand is expected to bottom out and improve, and the valuation of the consumer building materials sector needs to be improved.
Picture source: Wind
Automobile whole vehicle stock rebounded, ZTO bus quickly raised the touch panel, JAC Motors, China National Heavy Duty Truck , Changan Auto , Dongfeng Motor , BAIC Blue Valley , etc. all rose one after another.
Zhongyuan Securities stated that the consumer market was generally stable in August, with CPI turning from rising to falling month-on-month, and the year-on-year increase slightly declined.The decline in the national PPI month-on-month narrowed slightly, and the year-on-year growth continued to decline. In the short term, the overall price situation is expected to remain basically stable. It is recommended to pay attention to investment opportunities in industries such as automobiles, new energy, and non-ferrous metals, in the short term.
As of the close, the Shanghai Composite Index fell 0.17%, the Shenzhen Component Index fell 0.67%, and the ChiNext Index fell 1.5%; the net outflow of northbound funds was 3.06 billion yuan.
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