The three major indexes fluctuated lower in the afternoon. As of the close, the Shanghai Composite Index fell 1.20%, the Shenzhen Component Index fell 1.43%, and the ChiNext Index fell 0.58%. The Shanghai and Shenzhen Stock Exchange's full-day turnover was 996.5 billion yuan. Sectors such as pharmaceutical business, HJT batteries, and automobiles were among the top gainers, while sectors such as cloud gaming, Yuanverse, semiconductors, and components were in the green. More than 3,700 stocks in the two cities fell, and northbound funds sold a net 6.820 billion yuan throughout the day.
On the market, the pharmaceutical business sector rose in the afternoon, with Yaotigou (300937) hitting the daily limit of 20cm, First Pharmaceutical (600833) hitting the daily limit, Laobaixing, Dashenlin (603233), Baiyang Pharmaceutical (301015), Yifeng Pharmacy ( 603939) and other stocks followed suit; HJT Battery was among the top gainers throughout the day, Robotco (300757) hit the daily limit of 20cm, Xingshuaier (002860), Jingshan Light Machinery (000821), and GCL Integrated (002506) hit the daily limit; Cloud Games The sector led the decline throughout the day, with Shunwang Technology (300113), Zhongqingbao (300052), Xinyuan Technology (300472) and other stocks leading the decline; Goertek (002241) fell by the limit, and the consumer electronics sector fluctuated lower; Shenzhen Zhonghua A (000017) hit the daily limit again today and staged a "heaven, earth, and sky" board yesterday; Keyuan Wisdom (002380) once staged a "heaven, earth, and sky" board in late trading.
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review of changes:
09:25 The three major A-share indexes opened slightly higher, with the Shanghai Composite Index opening up 0.07%, the Shenzhen Component Index opening up 0.11%, and the ChiNext Index opening up 0.32%. The universe sector is open and is active.
09:27 Haiqi Group (603069) opened 4.04% higher. The company announced that based on preliminary estimates, the estimated value range of 100% equity of Hailv Duty Free is 5-6 billion yuan.
09:28 Zhengbang Technology (002157) opened lower by 2.56%. The controlling shareholder and actual controller of the company received a regulatory letter from the Shenzhen Stock Exchange. They passively reduced their holdings of Zhengbang Technology stocks and failed to disclose the reduction 15 trading days before the reduction occurred. Pre-disclosure announcement of shares.
09:32 The ultra-clear video sector opened actively, Danghong Technology rose more than 14%, Digital Video (300079), Gosbell (002848), Jiulian Technology, Jiachuang Video (300264), Skyworth Digital ( 000810), Sichuan Jiuzhou (000801), Tianyi Shares (300504), Tianwei Video (002238), etc. followed suit. In terms of news, the State Administration of Radio, Film and Television issued the "Opinions on Further Accelerating the Development of High-Definition and Ultra-HD Television" which proposed that all IPTV operation service agencies should vigorously promote the popularization of IPTV high-definition and ultra-high-definition set-top boxes.
09:33 Changes in the education sector rose, Qinshang Shares (002638) rose straight up and hit the daily limit, out of the three consecutive boards, Doushen Education (300010), Only Education (600661), Mejim (002621), Chuanzhi Education (003032) and others followed suit.
09:34 Jitai Shares (002909) rose to the limit again, gaining 9 consecutive gains. The company received a letter of concern yesterday, requesting an explanation of the amount and proportion of indirect sales to BYD (002594) in 2021.
09:36 The complete automobile sector moved up, with Ankai Bus (000868) hitting the daily limit, Asia Star Bus (600213), King Long Motor (600686), Yutong Bus (600066), CIMC Vehicles (301039), etc. following the rise.
09:37 Shennan Electric A (000037) hit the daily limit and went out of the 4-day board. The company issued a change announcement last night. Its two power plants are facing huge pressure from the continued rise in fuel prices.
09:38 The sodium-ion battery sector moved up, with Penghui Energy (300438) rising by more than 4%, Xiangfenghua (300890), Paineng Technology, Tianci Materials (002709), Xinwangda (300207), Rongbai Technology, etc. followed suit.
09:40 Goertek shares crashed, falling over 8%, and the Apple concept sector is under pressure.
09:51 The complete automobile sector rose and strengthened. CIMC Vehicles rose by more than 13%, Ankai Bus and Yutong Bus reached their daily limit, and King Long Motor, Asia Star Bus, Foton Motor (600166), China National Heavy Duty Truck (000951), etc. followed suit.
09:53 The port shipping sector moved higher, with COSCO Shipping Energy (600026) rising by more than 9%, followed by China Merchants Shipping (601872), COSCO Shipping Lines (600428), Shenghang Holdings (001205), Ningbo Shipping (600798), etc.
09:55 The auto parts sector fluctuated and strengthened, Jingwei Shares (002662), Qin'an Shares (603758), Tianlong Shares (603266), Southern Precision (002553), Weidi Shares (603023), Luchang Technology (002813) , Beite Technology (603009), Songzhi Shares (002454) and other stocks exceeded the daily limit, Huaan Xinchuang (300928), Shangsheng Electronics, Molding Technology (000700), Daimei Shares (603730) and other stocks followed. rise.
09:56 Zhejiang Shibao (002703) hit the daily limit and has been trading at the daily limit for 8 consecutive days, with a turnover of 651 million yuan.
09:57 The HJT battery sector continues to rise, with Jingshan Light Machinery, GCL Integrated, and Xingshuaier hitting the limit, followed by Aikang Technology (002610), Tuori New Energy (002218), and Risheng Dongfang (300118).
10:00 The energy storage sector continues to rise, with Zhenbang Intelligent (003028) and Aotexun (002227) hitting the daily limit, Yuneng Technology rising by more than 7%, Peneng Technology, Nebula Holdings (300648), Risheng Dongfang, and Goode Wei and so on follow the rise.
10:00 The phosphorus chemical sector moved up, with Hezong Technology (300477) rising by more than 5%, Chuanfa Longmang (002312), Yuntianhua (600096), Chuanheng Shares (002895), Chuanjinnuo ( 300505), Hubei Yihua (000422) and others followed suit.
10:01 According to Flush (300033) iFinD data, half an hour after the opening, the transaction volume of Shanghai and Shenzhen stock markets reached 278.1 billion yuan.
10:02 The ChiNext Index rose by 1%, the Shanghai Composite Index rose by 0.09%, and the Shenzhen Composite Index rose by 0.08%.
10:03 The salt lake lithium extraction sector continues to rise. Xinwangda rose by more than 6%. Fulin Precision (300432), Yiwei Lithium Energy (300014), Huayou Cobalt (603799), Chuanheng Shares, etc. followed suit. .
10:06 The automotive thermal management sector fluctuated and rose. Zhenbang Intelligent, Beite Technology, and Songzhi shares hit the daily limit. Fuao shares (000030), Hengshuai shares (300969), Chang Aluminum shares (002160), etc. followed suit. .
10:09 WTI crude oil fell more than 3% during the day and is now at $106.07 per barrel. Brent crude oil html fell more than 3.5% in the past 4 days and is now at $110.78 per barrel.
10:13 silicone concept sector continues to rise, Jitai shares hit the daily limit, Stellar Technology (002132), Tianci Materials, Xingfa Group (600141), Chenhua Shares (300610), Xin'an Shares (600596) Wait to follow the rise.
10:19 WTI crude oil fell 4.1% during the day and is now at $105.42/barrel; Brent crude oil fell 4.05% during the day and is now at $110.60/barrel.
10:55 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 213.6 billion yuan and Shenzhen stock market turnover is 287.3 billion yuan.
11:00 The industrial metal sector continues to rise, Zhuye Group (600961) has risen to the daily limit, Chang Aluminum Co., Ltd. has previously closed the plate, Haomei New Materials (002988), Zhongyuan New Materials (603527), and Zinc Industry Co., Ltd. (000751), Jinhui Shares (603132), etc. followed suit.
11:12 US stock stock index futures expanded their losses, Nasdaq futures fell by 1.04%, S&P 500 index futures fell by 0.97%, and Dow futures fell by 0.88%.
11:21 Taiyong Changzheng (002927) hit the intraday limit and hit the ground floor. orders and orders exceeded 100,000, and the current price is 14.73 yuan, with a turnover of 349 million yuan.
13:02 The pork sector moved up, with Superstar Agriculture and Animal Husbandry (603477) rising by more than 5%, New Ng Fung (600975), Dongrui Shares (001201), Wen's Shares (300498), Huatong Shares (002840), etc. Follow the rise.
13:02 The Chinese medicine sector moved higher, with Zhongsheng Pharmaceutical (002317) hitting the daily limit, Yiling Pharmaceutical (002603), China Resources Sanjiu (000999), Huluwa (605199), Xiangxue Pharmaceutical (300147), Dali Pharmaceutical (603963) and others rose by more than 5%.
13:12 The securities sector continued to rise in the afternoon. CITIC Construction Investment (601066) rose by more than 6%. Dongxing Securities , Great Wall Securities (002939), CICC (601995), Northeast Securities , etc. followed suit. .
13:38 The plantation and forestry sectors moved up, with Nongfa Seed Industry (600313) rising by more than 4%, Dunhuang Seed Industry (600354), Suken Agricultural Development (601952), Wanxiang Denong (600371) , New Agricultural Development (600359) and others followed the rise.
14:17 The Shenzhen Component Index fell by 1%, the Shanghai Composite Index fell by 0.83%, and the ChiNext Index fell by 0.04%.
News:
1. Economic Daily: Bitcoin plummets and we need to be wary of the risk of zero.
Economic Daily issued an article stating that recently, Bitcoin has experienced a "free fall" decline, falling for more than 10 consecutive days, once falling below 20,000 US dollars, The historical high of $69,000 has fallen by more than 70%, hitting a new low in the past 18 months. Frequent plummets have exposed the risks of Bitcoin investment. Compared with the high of $69,000, the decline seems to have been deep, but we still need to be wary of the risk of zeroing out. Bitcoin is just a string of digital codes, and the income mainly comes from the price difference of buying low and selling high. In the future, once investor confidence collapses and no longer "takes over", or when sovereign countries such as the United States declare Bitcoin illegal, Bitcoin will return to its original status. Worthless original value. Investors should not rush into the market with the idea of buying the bottom of and to avoid being "cut off leeks".
2, 4 new local confirmed cases in Shanghai 44 cases of asymptomatic infections
According to CCTV news, the Shanghai Municipal Health Commission reported this morning (June 22): 0-24:00 on June 21, 2022, There were 4 new local confirmed cases of COVID-19 and 4 asymptomatic infections, all of which were discovered during isolation control. There were 3 new cases of asymptomatic COVID-19 infection imported from overseas, all of which were discovered during closed-loop control.
3, Biden responded to whether to cancel the tariffs on Chinese products. Foreign media: It is unlikely to decide before the G7 summit.
According to Global Network news, Reuters 21 quoted people familiar with the matter on the evening of the day and disclosed that the US President Biden Deng is considering lifting tariffs on a range of Chinese products to curb inflation, but a decision is unlikely to be made before the Group of Seven (G7) summit next week. White House officials discussed reducing the tariffs imposed by former President Trump on Chinese products with Biden on Friday, including the possibility of deep tariff reductions, but no final decision has been made on the scale of the action, three sources said. issue is decided.
4, CITIC Securities : The long bull run of U.S. stocks has ended, and recession trading has begun.
A CITIC Securities research report pointed out that high inflation, monetary tightening and recession concerns have ended the 13-year bull run of U.S. stocks. As fundamentals deteriorate, U.S. stocks are expected to decline in the second half of the year. Will continue to fall into "recession trading". Considering that GDPNow predicts that the U.S. GDP growth rate in the second quarter will be 0.0%, we judge that the U.S. economy will fall into recession starting from the second half of this year and last for at least half a year. The current dynamic valuations of the S&P 500 and the Nasdaq index are 18.0 times and 25.4 times respectively, which are at the 63.2% and 97.5% historical quantiles during the last round of Federal Reserve monetary tightening, and the valuations have not yet been adjusted in place. At the same time, taking into account factors such as inflation, supply chain, logistics, and the strong U.S. dollar, U.S. stock performance is expected to continue the trend of periodic downward revisions since the beginning of the year. Finally, as financial conditions continue to tighten, it is difficult to see continued net inflows of institutional and retail funds into the U.S. stock market. Therefore, before expectations of a shift in the Fed's monetary policy are formed, U.S. stocks are unlikely to experience a sustained rebound, and "recession trading" will be a theme throughout the U.S. stock market in the second half of the year.
5, National Health Commission : 10 new local confirmed cases yesterday and 12 new local asymptomatic infections
According to CCTV news, the National Health Commission: 31 provinces, autonomous regions and municipalities and the Xinjiang Production and Construction Corps reported new cases yesterday There are 10 confirmed local cases of new coronavirus pneumonia (4 in Beijing, 4 in Shanghai, 1 in Inner Mongolia, and 1 in Guangdong); 12 new local asymptomatic infections (4 in Liaoning, 4 in Shanghai, 2 in Beijing, and 2 in Guangxi) ).
6. The controlling shareholder and actual controller of Zhengbang Technology received a regulatory letter from the Shenzhen Stock Exchange.
The controlling shareholder and actual controller of Zhengbang Technology received a regulatory letter from the Shenzhen Stock Exchange. Due to the passive reduction of Zhengbang Technology stocks, 15 transactions in which the reduction occurred were not carried out. A pre-disclosure announcement on shareholding reduction was recently disclosed.
7, Tianfeng Securities Ming-Chi Kuo: Meta’s Metaverse hardware and headphone business has slowed down
Tianfeng Securities (601162) Ming-Chi Kuo said that Meta’s Metaverse hardware and headphone business has slowed down. Ming-Chi Kuo said that Meta has cut its 2022 Metaverse hardware shipment forecast by 40% (from 10 million to 11 million to 7 million to 8 million). In addition, Meta has suspended all new headset/AR/MR hardware projects after 2024.
8, Macau: The Expert Advisory Committee for the Evaluation of Chinese Patent Medicines was established with Academician Zhong Nanshan as the chairman
Macau Special Administrative Region Government website news, in order to cooperate with the implementation of Law No. 11/2021 "Chinese Medicine Pharmaceutical Activities and Proprietary Chinese Medicine Registration Law" and No. 46/2021 In accordance with the administrative regulations "Detailed Implementation Rules for Traditional Chinese Medicine Pharmaceutical Activities and Registration of Patent Chinese Medicines", Director Ouyang Yu of the Department of Social Affairs and Culture issued instructions to appoint 17 experts from the mainland and Macao to serve as members of the "Expert Advisory Committee for the Evaluation of Patent Chinese Medicines", chaired by Respiratory Systemic disease expert Zhong Nanshan is in charge. The expert advisory committee is responsible according to law for issuing professional opinions on the licensing, rejection, renewal, modification, suspension and cancellation of registration of proprietary Chinese medicines, as well as the quality, effectiveness and safety assessment of proprietary Chinese medicines, and supporting the Drug Administration in making professional decisions. The establishment of an expert advisory committee by the SAR government marks a new milestone in the review and innovative development of proprietary Chinese medicines in Macao.
9, Goertek shares hit the limit after a flash crash, securities department sources: The company's operations are stable, and the second quarter forecast has not been adjusted
According to the 21st Century Business Herald, in early trading today, Goertek shares hit the limit after a flash crash, reporting at 34.09 yuan, with a turnover of over 46 billion. As an investor, the reporter called the company's securities department to inquire about the cause of the flash crash, and relevant sources said that "the company is also understanding the situation." The person emphasized that "the company's operations are stable, and there is no need to adjust the second quarter forecast."
10, Goertek responded to the stock price crash: it will evaluate whether to introduce measures to stabilize the stock price
According to China News Service news, in early trading on the 22nd, Goertek's stock price opened sharply lower and then fell to the limit. In this regard, staff from Goertek's securities department told reporters that related business is normal. As for whether subsequent measures to stabilize stock prices will be introduced, the above-mentioned staff said that they will evaluate it.
11, Zhongtong Bus: It is indeed developing solar vehicles, but the performance is not better than battery vehicles
According to China Business News, Zhongtong Bus (000957), with a total market value of nearly 13 billion yuan, announced last night that due to the recent abnormal fluctuations in the company’s stock, it will Check for abnormal stock trading fluctuations. The company's stocks have been suspended from trading since June 22 and will resume trading after the disclosure and verification announcement. In the morning, the reporter called Zhongtong Bus as an investor. Its investor hotline stated that solar vehicles are indeed being developed and prototypes have been made, but this vehicle is no better than a battery vehicle.
investment advice:
Yuanda pointed out that the index continued to maintain a volatile pattern after opening slightly higher today. The scissor difference between the yellow and white lines on the time-sharing chart shows that the weight and theme trends are inconsistent. The competition is currently around 3300 points. At the daily level, after two consecutive days of cross stars, the negative line is included again, and the center of gravity has also shifted downward. In the short term, it fell below the 5-day moving average. Next, focus on the support of the 13-day moving average below. The last adjustment was after receiving support on the 13th. Fluctuated higher again. The GEM index has recovered from two consecutive negative days. The good thing now is that it is still running above the 5-day line. The short-term trend is relatively strong, but the volume energy has shrunk compared with the same period yesterday. We will continue to track the amplification of volume energy in the future. In view of the accelerating market rotation and the activity of individual stocks, it is recommended to control positions in operation and pay attention to tracking the situation of northbound funds. If there is a continued large net outflow, it may put pressure on the index.
