The three major indexes fluctuated at low levels in the afternoon. As of the close, the Shanghai Composite Index fell 1.27%, the Shenzhen Component Index fell 1.87%, and the ChiNext Index fell 1.78%. The Shanghai and Shenzhen Stock Exchanges' full-day turnover was 1,008.7 billion

The three major indexes fluctuated at low levels in the afternoon. As of the close, the Shanghai Composite Index fell 1.27%, the Shenzhen Component Index fell 1.87%, and the ChiNext Index fell 1.78%. The Shanghai and Shenzhen Stock Exchange's full-day turnover was 1,008.7 billion yuan. Sectors such as virtual power plants, pharmaceutical business, and vanadium batteries were among the top gainers, while sectors such as automobiles, salt lake lithium extraction, and coal mining and processing experienced sharp corrections. Over 3,200 stocks in the two cities fell, and northbound funds sold a net 1.069 billion yuan throughout the day. On the market, the virtual power plant concept sector led the gains in both cities. Guoneng Rixin (301162) and Wansheng Intelligent (300882) rose by more than 10%. Jicheng Electronics (002339) and Jinzhi Technology (002090) rose by the limit. Kehui Shares, Langxin Technology (300682), etc. followed suit. The salt lake lithium extraction concept sector has been significantly adjusted, with Tianqi Lithium (002466), Shengxin Lithium Energy (002240), Tibet Urban Investment (600773), Ganfeng Lithium Industry (002460), and Tibet Everest (600338) falling by more than 5 %, Sunwoda (300207), Yiwei Lithium Energy (300014), Salt Lake Holdings (000792), Huayou Cobalt (603799), Keda Manufacturing (600499), etc. followed the decline.

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review of changes:

09:25 The three major A-share indexes collectively opened lower in early trading, with the Shanghai Composite Index opening down 0.45%, the Shenzhen Component Index opening down 0.46%, the ChiNext Index opening down 0.46%, and pharmaceuticals. The commercial sector opened actively.

09:26 Guangsheng Nonferrous Metals (600259) opened at the daily limit. The company announced that its holding subsidiary has obtained a rare earth mining license.

09:27 Sofia (002572) collective bidding of dropped to the limit of , quoted at 22.01 yuan, and closed orders of exceeding 60,000 lots. The company recently announced that the board of directors received a written resignation application from the company's deputy general manager, Mr. Yang Xin. Mr. Yang Xin applied to the company's board of directors to resign from the company's deputy general manager due to personal reasons.

09:33 The automobile concept sector changed fell, Jiangling Motors (000550) fell by the limit, Zhongtong Bus (000957) fell more than 5%, FAW Jiefang (000800), Ankai Bus (000868), Changan Automobile , Jianghuai Automobile (600418) and others followed suit.

09:33 The coal concept sector fell unexpectedly. China Shenhua (601088) fell more than 5%. Xinji Energy (601918), Shanxi Coal International (600546), Pingmei Co., Ltd. (601666), Yankuang Energy (600188), etc. followed suit. fall.

09:35 A-share Tianqi Lithium Industry fell 5.39% intraday, now trading at 140.02 yuan.

09:37 The pharmaceutical business concept sector moved up, with Ruikang Pharmaceutical (002589) and Chongqing Pharmaceutical Holdings (000950) hitting the daily limit, First Pharmaceutical (600833), Hefu China (603122), Saili Medical (603716), Shanghai Pharmaceuticals (601607) and others followed suit.

09:45 The concept sectors of pork and chicken farming continue to be active, Huatong Shares (002840) hit the daily limit, Superstar Agriculture and Animal Husbandry (603477), Muyuan Shares (002714), Dongrui Shares (001201), Yisheng Shares (002458), Jin Xinnong (002548) and others followed up

09:47 The vanadium battery sector continued to rise, with Hegang Co., Ltd. (000709) and Mingxing Electric Power (600101) hitting the daily limit, Panzhihua Iron and Steel Vanadium Titanium (000629) rose by more than 5%, and Yinlong Co., Ltd. (603969) ), Anning Holdings (002978), Yicheng New Energy (300080), State Grid Yingda (600517), etc. followed suit.

09:49 Tianqi Lithium once plunged 10.00% and hit the lower limit. The stock price was reported at 133.20 yuan, with a transaction volume of 3.479 billion, and a turnover rate of 1.71%. Xu Xiang’s wife posted an article yesterday saying that Tianqi Lithium’s Davis Double Tap has reached its peak and the price has been overvalued.

09:52 The Salt Lake lithium extraction concept sector has been significantly adjusted. Tianqi Lithium Industry hit the limit, Tibet Urban Investment, Shengxin Lithium Energy, Ganfeng Lithium Industry, and Tibet Everest fell by more than 5%. Xinwangda, Yiwei Lithium Energy, and Salt Lake Shares, Huayou Cobalt, Keda Manufacturing, etc. followed suit.

10:02 Jinzhi Technology hit the intraday limit and hit the ground running. More than 70,000 orders were closed, and the current price is 15.77 yuan. The turnover rate is 22.85%, and the transaction volume is 1.287 billion yuan.

10:17 The white goods concept sector moved up, with Changhong Huayi (000404) hitting the daily limit, Aucma (600336), Vantage (002035), Changhong Meiling (000521), Highly Holdings (600619), Sichuan Changhong (600839) Wait to follow the rise.

10:28 The new crown treatment concept sector has moved up, China Pharmaceuticals , Dali Pharmaceutical (603963), Zhongsheng Pharmaceutical (002317) have reached daily limit, Shanghai Kaibao (300039), Panlong Pharmaceutical (002864), Jingjing Pharmaceutical (002349) and others followed suit.

10:32 According to Flush (300033) iFinD data, so far, the transaction volume of Shanghai and Shenzhen stock markets has exceeded 500 billion yuan, of which the Shanghai stock market has a turnover of 204.7 billion yuan and the Shenzhen stock market has a turnover of 299.5 billion yuan.

10:51 On July 11, lithium mining shares fell collectively, Tianqi Lithium once fell to the limit, and the total market value fell below the 200 billion yuan mark. It is reported that Xu Xiang’s wife posted an article yesterday saying: Tianqi Lithium’s Davis Double Tap has reached its peak and the price has been overvalued. On July 4, Xu Xiang’s wife Yingying published a “Weekly Market Commentary” on her personal public account, expressing her personal views on last week’s market from sectors to hot spots. Ying Ying responded to First Financial reporter that the above-mentioned views on the market came from her own and had nothing to do with Xu Xiang. Ying Ying said that she was originally a securities practitioner and had always paid close attention to the market and would often review the market, but now she was "trying it on paper." Ying Ying also said that she hopes she can write a review review every week.

11:00 The rare earth permanent magnet concept sector fluctuated lower, Longci Technology (300835), Ningbo Yunsheng (600366), Xiamen Tungsten Industry (600549), China Baoan (000009), Minmetals Rare Earth (000831) , Sinosteel Tianyuan (002057) fell more than 5%, Earth Bear, Galaxy Magnet (300127), Jiuwu Hi-Tech (300631), Yingluohua (000795), Zhongke Sanhuan (000970), etc. Follow the decline.

11:22 The chemical fertilizer concept sector continues to decline, Shuanghuan Technology (000707), Yuegui Shares (000833), Yuanxing Energy (000683), Sirte (002538), Chuanfa Longmang (002312), Xingfa Group (600141) fell more than 5%, followed by Hebang Biotech (603077), Yuntianhua (600096), Batian shares (002170), Hubei Yihua (000422), etc.

13:19 The attractions and tourism concept sector moved up, with Western Region Tourism (300859) rising by more than 4%, followed by Jiuhua Tourism (603199), Zhongxin Tourism (002707), Guilin Tourism (000978), Emeishan A, etc. rise.

13:21 The silicon energy concept sector fluctuated and fell, with Hesheng Silicon Industry (603260) approaching the lower limit, Sanyou Chemical (600409), Ruitai New Materials (301238), Jiangsu Cathay (002091), and Xingfa Group falling by more than 5%, Sanfu Shares ( 603938), Dongyue Silicon Materials (300821) and others followed suit.

13:24 The new crown treatment concept sector continues to strengthen. , Senxuan Pharmaceutical, Jingjing Pharmaceutical, Tuoxin Pharmaceutical (301089), etc. were among the top gainers.

13:27 The Shanghai Composite Index fell below 3300 points, down 1.67%, the Shenzhen Component Index fell 2.56%, and the ChiNext Index fell 2.58%.

13:29 The semiconductor and component concept sector weakened, Huaya Intelligent (003043) fell to the limit, Jianghua Micro (603078) and Quanzhi Technology (300458) fell nearly 8%, Jingfang Technology (603005), Zhuosheng Micro (603005) 300782), Lihe Micro, Guoke Micro (300672), Star Semiconductor (603290), China Resources Micro , etc. fell more than 5%.

14:35 The robot concept sector is active again. Yuanda Intelligent (002689), Wenyi Technology (600520), and Jinzhi Technology closed their boards in the afternoon. Saixiang Technology (002337) and Shandong Mining Machinery (002526) previously hit the daily limit. Tianyong Intelligent (603895), Jiangsu Beiren , etc. rose by more than 5%. Greatoo Intelligent (002031) once rose to the red and hit the limit in early trading.

14:41 The energy storage concept sector rebounded rapidly, with National Energy rising by more than 10% daily, Baoxin Technology (002514), Jicheng Electronics, Jinzhi Technology, Jiantou Energy (000600) hitting the daily limit, Ganeng Shares ( 000899), Kexin Technology (300565), Nanjing Technology, Tianyong Intelligent, Sungrow (300274), Xintian Green Energy (600956), Corun (600478), etc. rose by more than 5%.

News:

1, GF Securities: 3 billion yuan reverse repurchase operation does not represent a shift in monetary policy

How to interpret the 3 billion yuan reverse repurchase? GF Securities pointed out that this operation does not represent a shift in monetary policy. Generally, monetary policy has a certain degree of stability and continuity, and generally does not undergo drastic changes in the short term. The second quarter regular meeting of the Central Bank’s Monetary Policy Committee at the end of June clearly emphasized “providing stronger support for the real economy and stabilizing the macroeconomic market” and easing credit Maintaining employment and steady growth should remain the core pursuit of the central bank’s monetary policy. Secondly, this operation cannot be understood from the perspective of matching the rhythm of government bond issuance. We tend to believe that the central bank's 3 billion yuan reverse repurchase operation is mainly for expectation management , indicating that monetary policy will gradually return to the "normal moderate easing mode."

2, Shanghai added 6 local confirmed cases and 63 asymptomatic infections yesterday.

According to Health Shanghai 12320, Shanghai added 6 local confirmed cases and 363 asymptomatic infections yesterday.

3, CICC : The upward trend of the pig cycle is superimposed on a low base. The CPI in the third quarter may exceed 3% year-on-year.

CICC research report pointed out that looking forward, the upward slope of "lard resonance" may slow down. In terms of pig prices, the increase may be stable after the improvement of holding pen. In terms of industrial commodities, from an international perspective, recession concerns are replacing geopolitical risks, and the prices of oil, gas, coal, and ferrous metals and non-ferrous metals have all fallen. Domestically, demand for black and building materials may be supported by increased fiscal incremental policies and infrastructure development. However, the increase in iron ore supply and the recovery of real estate supply will remain slow. CICC believes that the price recovery may still be moderate. CPI may exceed 3%, and it is difficult to cause monetary tightening in the short term. The future will highly depend on fiscal strength. The upward trend of the pig cycle is coupled with a low base. CICC believes that the CPI in the third quarter may exceed 3% year-on-year.

4, Tianqi Lithium Industry hits the limit. The company responded: No comments related to Xu Xiang’s wife Ying Ying

According to Southern Finance, Tianqi Lithium Industry, whose stock price has been strong recently, fell sharply after the opening today and has hit the limit as of press time. On July 10, Xu Xiang’s wife Ying Ying published the “Weekly Market Commentary” on Weibo and mentioned the recent hot stock Tianqi Lithium. Ying Ying said that Tianqi Lithium's Davis Double Tap has reached its peak and the price has been overvalued. In this regard, the reporter contacted the investor relations department of Tianqi Lithium Industry as an investor, and relevant people said they would not comment.

5, Ying Ying responded: No stock account

html On July 11, lithium mining stocks fell collectively, Tianqi Lithium once fell to the limit, and the total market value fell below the 200 billion yuan mark. It is reported that Xu Xiang’s wife posted an article yesterday saying: Tianqi Lithium’s Davis Double Tap has reached its peak and the price has been overvalued. On July 4, Xu Xiang’s wife Ying Ying posted a “Weekly Market Commentary” on her personal public account, expressing her personal views on last week’s market from sectors to hot spots. Ying Ying responded to the China Business News reporter that the above-mentioned views on the market came from her own and had nothing to do with Xu Xiang. Ying Ying said that she was originally a securities practitioner and had always paid close attention to the market and would often review the market, but now she was "trying it on paper." Ying Ying also said that she hopes she can write a review review every week.

6. Tianqi Lithium Industry responded to Ying Ying’s comments: The company is currently operating normally.

In response to Ying Ying’s comments on Tianqi Lithium Industry, Tianqi Lithium Industry exclusively responded to the Shanghai Securities News reporter on the morning of July 11: “According to Ying Ying herself last night The public response is that she does not have a stock account and does not buy or sell stocks. We understand that she does not hold Tianqi Lithium shares. At the same time, we also remind investors to view market comments rationally and pay attention to investment risks. "

7, the industry is operating normally. Personnel: Ying Ying’s stock review may attract regulatory attention

According to Yinshi Finance, Tianqi Lithium Industry once fell to the limit during the session today. A former securities regulator person who had interacted with Xu Xiang told Yinshi Finance that the resulting Judging from the impact, Ying Ying’s stock evaluation may attract the attention of regulatory authorities. Regarding the bearishness from the wife of the "chief rudder", Yinshi Finance previously reported that Ying Ying's general securities qualifications are in a state of resignation and cancellation. According to relevant regulations, it remains to be discussed whether her remarks on market analysis on public platforms are illegal. .

8, Wuhan University infectious diarrhea cases were diagnosed as cholera No new cases have been found so far

According to the "Dacheng Wuchang" WeChat public account, the Wuchang District Health Bureau reported: On the evening of July 9, the Wuchang District Center for Disease Control and Prevention received a call from the hospital According to reports, a case of infectious diarrhea occurred in Wuhan University, which was mainly characterized by vomiting and diarrhea, accompanied by low-grade fever, and the serological agglutination test was positive for O139. After review by the provincial and municipal tertiary disease control centers, the case's serological agglutination test was positive for O139, the diagnosis was cholera, and the virulence gene was negative. After effective diagnosis and treatment, the patient's condition has been controlled and his symptoms have disappeared. Our bureau has organized professional institutions to conduct sampling, testing and tracking management of relevant personnel, and conducted temporary closure management and disinfection of relevant places. No new cases have been found so far.

9, online rumors Wushang Group tax-free license is likely to be approved in July or August? Company response: The news is untrue.

html On July 11, it was reported online that Wushang Group (000501) would have a high probability of receiving a tax-free license in July or August. Staff from the company’s securities department responded to a reporter from the China Securities Journal that the news was untrue. "I have not heard of this situation. The company has been waiting for the result after submitting its license application in 2020, but there has been no new progress. There is no saying that there is a high probability of approval in July and August. There are many companies in a similar situation to ours, and they are all Waiting for the result. "There is no time limit for the result of the tax-free license application, and there is no expiration after submission, but there is no new progress at the moment," the above-mentioned staff member said.

10, Ming-Chi Kuo: The second generation of Apple AR/MR is expected to be shipped in the first half of 2025. Component suppliers are expected to ship in the second half of 2024.

Ming-Chi Kuo released an Apple AR/MR helmet forecast update report on his personal Twitter on the 11th. Ming-Chi Kuo said that the second-generation Apple AR/MR may have two high-end and lower-priced models, and is expected to be shipped in the first half of 2025. Component suppliers are expected to start supplying the products in the second half of 2024. Largan may become a new supplier of Pancake lenses for the second-generation Apple AR/MR helmets, and is expected to expand production for this order at 's new Taichung plant. The first-generation Apple AR/MR Pancake lens suppliers are Yu Jingguang (the main supplier) and Yang Mingguang (the second supplier). GIS is the Pancake lens fitting supplier. The above suppliers are expected to be in the second generation supply chain.

11, hundreds of billions of leading stocks fell to the limit, and 221 funds had heavy positions. Institutional insiders: short-term repair, there is no problem with the general logic.

On July 11, Tianqi Lithium Industry fell to the limit during the session. Public and private equity sources told a reporter from China Securities Journal that as a cyclical growth stock, Tianqi Lithium's short-term valuation recovery is relatively reasonable, and more money will be made from performance in the future. Data show that as of the end of the first quarter, among the 4,463 partial equity funds in the market, a total of 221 funds included Tianqi Lithium among the top ten stocks, holding a total of 156.2097 million shares.

investment advice:

Yuanda Investment Consulting pointed out that the main board fluctuated lower after opening lower today, and there was no strong resistance in time, indicating that the performance of capital sentiment was relatively average. At the daily level, the direction is selected in the direction of a downward gap, and the gap left in the early stage is also covered. In the short term, pay attention to the support near the 34-day line. The GEM index also shows the same pattern, but it is relatively strong and is still running above the 21-day line in the short term. You need to pay close attention to the gains and losses of this position in the afternoon. The overall market sentiment is relatively weak and the market performance is poor. In terms of operation, it is recommended to watch more and move less, and wait patiently for the stop signal to appear.