In the morning of today's trading, A shares opened high and rebounded strongly, technology stock took the lead, and the ChiNext Index and the Science and Technology Innovation 50 Index both rose by more than 2%.
On the market, the concept of new energy has become a pioneer in rebounding. The sectors such as solid-state battery , new energy vehicles, energy storage, photovoltaic all rose by more than 3% during the session, and the sectors such as insurance, banks, hotels and catering, and household goods fell slightly. The net inflow of northbound funds was 1.921 billion yuan.
Ren Zeping : iPhone 14 may be the symbol of the popularity of Apple decline
In the morning, Independent economist Ren Zeping posted a Weibo comment on Apple . He believes that the iPhone 14 may be a sign of the prosperity and decline of the Apple empire. He believes that since the death of , Jobs, , Apple has no longer had innovation and enterprising spirit, and said that "Lingdong Island" is a pseudo-innovation. At the same time, Ren Zeping said that he hopes that domestic brands Honor , Xiaomi , OPPO, and vivo will increase research and development and launch truly innovative and high-quality products.
In the past few days, the design of iPhone 14's "Lingdong Island" has indeed caused quite a controversy. Luo Yonghao also criticized the fake video of Apple's "Lingdong Island", saying, "I find it ugly when I get the real machine, and I feel sad about Apple."
However, Apple concept stocks performed well in the morning of today. Hengdian Dongmai once hit the daily limit, and the sector index also significantly outperformed the market. Hong Kong stocks, Gaowei Electronics, BYD Electronics, and Qiuti Technology have also risen one after another.
Well-known Apple analyst Kuo Mingchi posted a statement pointing out that due to the strong demand for iPhone 14 Pro, Apple has asked Foun Hai to switch the production line of iPhone 14 to the iPhone 14 Pro model, which is equivalent to increasing the shipment forecast of iPhone 14 Pro in the fourth quarter by about 10%.
New energy track has set off another wave of daily limit hike
New energy concept has strengthened across the board, becoming the main source of power for today's market strong rebound. Among them, the segmented new energy vehicle sector is the top priority. The sector index has increased by more than 3%, the largest increase in more than two months. stock has set off a wave of daily limit hike. More than 10 stocks such as Shengbang Co., Ltd., Lan Dai Technology, and Sichuan Energy Power may rise by more than 10%. Related sectors such as solid-state batteries, lithium batteries, charging piles, etc. also rose sharply, with Jinlongyu , Weike Technology and other batches hitting the daily limit.
news, Meng Wei, spokesperson of the National Development and Reform Commission, said at a press conference yesterday that he will earnestly implement the new energy vehicle industry development plan and continue to promote the high-quality development of the new energy vehicle industry. First, work with relevant departments to further study and improve the policy system of new energy vehicles and create a policy environment conducive to the development of new energy vehicles; second, adhere to the "national chess game" to optimize the layout of the new energy vehicle industry, and build an industrial pattern with reasonable layout, orderly development and efficient operation in accordance with the principles of regional agglomeration and main body concentration; third, encourage enterprises to fully rely on my country's industrial foundation, strengthen technological innovation, accelerate breakthroughs in key system components and basic common technologies of new energy vehicles, and continuously improve the core competitiveness of the entire industrial chain; fourth, continue to deepen international cooperation with an open attitude, encourage enterprises from both China and foreign countries to deepen cooperation methods, expand cooperation areas, and achieve higher levels of open cooperation and mutual benefit and win-win results.
With the continuous support of policies, the new energy vehicle industry has developed rapidly. According to the latest data from the China Association of Automobile Manufacturers, the penetration rate of new energy passenger car wholesale in my country in August was as high as 30%, setting a record high. In August, the production and sales of new energy vehicles reached 691,000 and 666,000 respectively, a month-on-month increase of 12% and 12.4%, and a year-on-year increase of 1.2 times and 1 times. Monthly production and sales both hit record highs. The continued high prosperity of the
industry has made new energy vehicle concept stock the focus of institutions. According to incomplete statistics from Wind data, in the past month, 253 stocks in the new energy vehicle sector have been given positive ratings such as "buy" or "increase holdings". Among them, CATL received the most favorable ratings, 31 times, and stocks such as BYD , Great Wall Motor , Pilot Intelligent , Enjie Co., Ltd. , Yiyi Lithium Energy , GAC Group and other stocks also received the most favorable ratings 20 times and above.
Southwest Securities pointed out that assuming that the penetration rate of new energy passenger cars remains 30% in September, it is estimated that the wholesale sales of new energy passenger cars in the third quarter of 2022 are expected to increase by 105.9% year-on-year, and the performance of companies in the new energy industry chain is expected to improve significantly. Recommended attention: 1) BYD, a leading company in new energy vehicles and power batteries; 2) Entering Tesla , Volkswagen and other international car companies, as well as new car-making forces and strong independent brand supply chains: Top Group, Xusheng Co., Ltd., Sanhua Intelligent Control, CATL, Huayu Automobile , Wencan Co., Ltd., Aikodi .
Nearly 100 policies in January promote the real estate sector to strengthen against the trend
Since September, A-shares have generally undergone significant adjustments, but the real estate sector has generally risen against the trend. The leading stock Xinhualian rose from the limit down to the limit in less than 20 minutes yesterday. After stepping out of the ceiling, it opened high and rose strongly today. This is its fifth consecutive daily limit up in recent days. Zhongtian Service, I Love My Home and others also hit the limit up strongly.
According to incomplete statistics, the central and local governments have issued a total of 634 real estate-related policies since this year. In addition, policy intensity is still on the rise, with a total of 95 items issued in August, an increase of 12 items compared with July. Overall, loan restrictions and relaxation are the main relaxation path.
Today, according to the WeChat public account "Yinchuan Release", Ningxia Yinchuan Housing Provident Fund Policy ushered in a new adjustment. While increasing the maximum housing provident fund loan amount to 800,000 yuan, it clearly proposed the "one-person home purchase and family help" policy.
Hebei Xingtai City has also issued a new policy on the real estate market, involving a total of 12 items. Among them, for families who own one house and have settled the corresponding housing loan and apply for a loan to purchase a house again, the first home loan policy will be implemented; the provident fund loan function will be used, and the down payment ratio for purchasing the first home is reduced from 30% to 20%, and the down payment ratio for purchasing the second home is reduced from 60% to 40%.
. While weak real estate stocks are rising against the trend, institutions and other major funds are still chasing strong leading stocks. Xinhualian’s data on , Dragon and Tiger List yesterday showed that the total net purchases of funds on the list exceeded 37.5 million yuan. Among them, East Asia Qianhai Securities Shenzhen Branch bought 23.38 million yuan, China Galaxy Securities bought 22.9842 million yuan, and China Galaxy Securities bought 12.9 million yuan in Beijing Zhongguancun Street, and three institutions bought special seats.
Northeast Securities stated that recently, Zhengzhou, Tianjin, Hainan, Jinan and other regions have continued to introduce supply-side relief and demand-side easing policies. Although the loose policies in some cities have been withdrawn after the introduction of the loose policies, the direction of easing the real estate market policy is clear. In order to avoid the negative cycle of lower housing prices - weaker expectations - sales decline, the policy combination is expected to continue to work hard.
Editor: Peng Bo
Proofreading: Yao Yuan
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