September 15th A shares opened high and closed low, rebounded at the end of the trading session, but the strength was limited. As of the close, the Shanghai Composite Index fell 1.16%, the Shenzhen Component Index fell 2.1%, and the ChiNext Index fell 3.18%. The net sales of northbound funds amounted to 4.133 billion yuan, with a total turnover of 919.1 billion yuan in the two markets, a significant increase in volume.
On the market, new energy sectors such as wind, light, and storage have become the main force of decline. Many stocks such as Lingda Shares, Haimuxing, and Penghui Energy have fallen by more than 10%. CATL , BYD , Longi Green Energy, and Sungrow Power have fallen sharply; financial stocks have once again played the role of Dinghai Shenzhen, Silver The business and insurance stepped forward and protected the again; the coal sector ranked at the top of the increase; real estate stocks rose sharply in the late trading, Qixia Construction , Zhongzhou Holdings , Zhongtong Real Estate , Shahe Shares and other daily limits; cross-border payment concept stock is active throughout the day, Qingdao Jinwang , Rendong Holdings, Beijing North, etc. hit the daily limit.
More than 4,100 stocks in the two markets fell, and more than 50 stocks fell to the limit or fell by more than 10%.
New energy track fell sharply
Today, the new energy track represented by wind, light and storage collectively fell heavily, with the indexes of multiple sub-sectors falling by more than 5%, occupying the top of the decline list of the two markets. After falling 4.95% yesterday, CATL fell another 4.59% today, setting a new low for this round of adjustments, with a market value of 1011.2 billion yuan, approaching the trillion-dollar mark.
BYD, which is also the leader in the new energy industry chain, fell 3.17% today, with a market value of less than 700 billion yuan; "Photovoltaic Mao" Longi Green Energy fell 7.4% today; Tongwei Co., Ltd. fell 4.5%; Jinko Energy , Yiwei Lithium Energy , Sungrow Power Supply, Jinao Technology, Trishe Solar Energy , TCL Zhonghuan, Hesheng Silicon Industry and other new energy leaders with market value of more than 100 billion yuan fell by more than 5%.
Some analysts believe that the significant adjustments to the new energy track are mainly affected by relevant news from Europe and the United States. Some analysts also said that the adjustment of the new energy track is mainly related to its high valuation. In addition, the track is crowded, and some small market disturbances will also lead to a sharp decline in the sector.
Dongwu Securities said recently that the current allocation ratio of equity-oriented public funds to new energy reaches 40%, which is a high point that has never been seen in the history of A-shares.
However, some institutions believe that after the pullback, the congestion of new energy has declined. Industrial Securities believes that new energy is close to the bottom of valuation, and a new round of upward trend may start in late October.
Bank insurance protects the market again
Financial stocks represented by banks and insurance are protected again today. As of the close, "Bank Mao" China Merchants Bank rose 3.3%, Xiamen Bank and Ping An Bank both rose more than 2%. In the insurance sector, several major insurance stocks rose one after another, China Ping An rose nearly 1%.
On September 15, six large state-owned banks issued announcements on matters related to adjusting the interest rate of RMB deposit listing. This adjustment involves multiple categories of current deposits and fixed deposits. Among them, the most commonly chosen , the fixed deposit and fixed deposit , is the deposit interest rate for each term, has been lowered: the three-year fixed deposit rate is reduced by 15 basis points, and the interest rate for other term is reduced by 10 basis points. After the adjustment of
, the five major banks of Industrial and Commercial Bank of China, , Bank of China, , Bank of China, , Construction Bank and Bank of Communications, each term fixed deposit interest rate remained consistent, with the 3-month, half-year, one-year, two-year, three-year and five-year interest rates of 1.25%, 1.45%, 1.65%, 2.15%, 2.60%, and 2.65% respectively; the half-year and one-year interest rates of Postal Savings Bank were 0.01 and 0.03 percentage points higher than the five major banks, respectively, and the remaining term interest rates are consistent with the five major banks.
The real estate sector has moved abnormally in the late trading
After the sudden movement of the late trading swell, the real estate sector is the best performing sector in the market today. As of the close, many real estate stocks such as I Love My Home, Qixia Construction, Zhongzhou Holdings, China Communications Construction Real Estate, Shahe Co., Ltd., Xinhualian , Nanguo Real Estate and other stocks rose by more than 5%, and many stocks such as Xincheng Holdings and Shirong Zhaoye rose by more than 5%, while Poly Development , Jindi Group , Sunshine City , Vanke A and others rose by more than 3%. It is worth mentioning that Poly Development, with a total market value of 225.6 billion yuan, has doubled its stock price since early July and is approaching its historical high again.
news, many cities have continued to adjust their real estate market policies recently and strive to stabilize the real estate market.
htmlOn September 15, Qingdao Housing and Urban-Rural Development WeChat public account issued a document to moderately adjust and optimize the current real estate-related policies. First, continue to implement purchase restrictions in Shinan District and Shibei District (except the original Sifang District). The second is to continue to clarify the restrictions on housing purchases. For newly built commercial housing in the purchase restricted area, local residents will be limited to purchase two units, and families with two or three children can purchase one additional unit, and those who are not allowed to purchase one unit for half a year after living there; second-hand housing will no longer be limited to purchase.According to media reports, Jinan also made further adjustments to the purchase restrictions in the real estate market today. In addition to continuing to implement purchase restrictions on Lixia District and Shizhong District within the Second Ring Road, other areas will no longer be purchase restrictions. The policy will be implemented from September 16. On September 14, Suzhou and Guangzhou also adjusted their real estate policies.
Cai Songsong held up the stake, Zhuoshengwei rose continuously,
Semiconductor sector overall performance today, Northern Huachuang fell nearly 5%, while Weil shares, SMIC , and Gigabit Innovation fell one after another. However, Zhuo Shengwei, who received the bid from Cai Songsong, rose by nearly 6% yesterday and rose by more than 3% today. On the news front of
, Zhuoshengwei announced on the 14th that it had recently received a "Simplified Equity Change Report" issued by Nuoan Fund. Through centralized bidding transactions, " Noan Growth Mixed " increased its holdings in Zhuoshengwei by 515,900 shares on September 8. So far, the fund product holds a total of 26.7221 million shares of Zhuoshengwei, accounting for 5.0065% of the total share capital.
The fund manager of Nuoan Growth Mixed Fund is Cai Songsong. Zhuoshengwei's regular report shows that since the second quarter of last year, NoAn Growth Mixed Fund has increased its holdings in the stock for five consecutive quarters. Since the third quarter of last year, Zhuoshengwei's stock price has been falling continuously, with a drop of nearly 70% in more than a year. As Zhuosheng Micro's stock price continued to fall sharply, Cai Songsong continued to increase his position, including a significant increase in his position in the second quarter of this year.
two projects were approved, and the nuclear power sector performed outstandingly.
On September 15, the A-share nuclear power sector performed outstandingly, with Harbin Air Conditioning, Nanfeng Co., Ltd. and China Nuclear Technology rising by more than 5%; China General Nuclear Technology and China Nuclear Power rose one after another. Wind data shows that the nuclear energy and nuclear power sector circulation market value is currently nearly 600 billion yuan.
In order to improve energy security capabilities and promote green development, the State Council Executive Meeting held on September 13 decided to approve the nuclear power projects of Zhangzhou, Fujian and Lianjiang, Guangdong, which have been included in the planned and ripe conditions. Strengthen the supervision of the entire process to ensure that construction and operation are safe and foolproof.
China Nuclear Power Co., Ltd. on the evening of September 14th, stating that on September 13th, after review by the State Council Executive Meeting, it was decided to approve units 3 and 4 of the Fujian Zhangzhou Nuclear Power Project, which have been comprehensively evaluated and reviewed and included in the national plan. China National Nuclear Power Zhangzhou Energy Co., Ltd., controlled by China National Nuclear Power , is the owner unit of the approved project and is responsible for project investment, construction and operation management. This project is a phase two expansion project within the planned capacity of the factory site. The model is Hualong No. 1, and the rated electrical power of a single unit is 1212MW. The announcement stated that at present, the project site is steadily and orderly promoting all preparations before the start of construction. (The pictures in this article are from Wind)
Edit: Ya Wenhui
