The three major indexes opened high and closed low and fluctuated sharply throughout the day. As of the close, the Shanghai Composite Index fell 0.55%, the Shenzhen Component Index fell 1.29%, the ChiNext Index fell 1.89%, and the Shanghai and Shenzhen stock markets had a full-day turnover of 560.8 billion yuan. Pharmaceuticals, real estate, cross-border payment and other sectors ranked among the top in the gains, while integrated die-casting, automobile complete vehicles, solar thermal power generation and other sectors ranked among the top in the declines. More than 3,400 stocks in the two markets fell, and northbound funds sold a net sale of 1.301 billion yuan throughout the day.
On the market, the pharmaceutical sector ranked among the top gainers, with Huasen Pharmaceuticals (002907), Lisheng Pharmaceuticals (002393), Intel Group (000411), Longjin Pharmaceuticals (002750), Xinhua Pharmaceuticals (000756) hitting the daily limit, Enwei Pharmaceuticals (301331), Hongri Pharmaceuticals (300026), China Resources Shuanghe (600062), Haichen Pharmaceuticals (300584), China Pharmaceuticals, etc. following the rise. The real estate development sector was active throughout the day, with -day protection infrastructure (000965), -day house development (600322), and Haitai Development (600082) hitting the daily limit, and China Wuyi (000797), China Communications Construction Real Estate (000736), Fuxing Co., Ltd. (000926), Qixia Construction (600533), etc. following the rise. According to the news, the People's Bank of China and the China Banking and Insurance Regulatory Commission announced the relaxation of the first-home interest rate policy and the support of rigid and improved housing demand. At least 23 of the 70 cities meet the relaxation conditions. The cross-border payment board has the highest increase, with Nantian Information (000948) hitting the daily limit for two consecutive boards, Beijing North (002987), Rendong Holdings (002647) hitting the daily limit, and Shenzhou Information (000555), Kelan Software (300663), Hailian Jinhui (002537), Changliang Technology (300348) and others following the increase. The integrated die-casting sector ranked the top in the decline, with Rongtai Co., Ltd. (605133) falling by more than 6%, Top Group (601689), Heli Technology (603917), Xusheng Co., Ltd. (603305), Quanfeng Automobile (603982), Aikedi (600933), Shengli Precision (002426), Ruihu Mold (002997), Guangdong Hongtu (002101), etc. followed suit. The solar thermal power generation sector fell in the afternoon, with Chuanrun Co., Ltd. (002272) hitting the limit, while Xinfengguang, Zhenjiang Co., Ltd. (603507), Tinzhuang Co., Ltd. (001332), Changbao Co., Ltd. (002478), Baose Co., Ltd. (300402), etc. falling. The air energy heat pump sector ranked the top in the decline, with Sunrise Oriental (603366), Iceberg Hot and Hot (000530) both hitting the limit, while Dayuan Pump Industry (603757), Shenling Environment (301018), Hanzhong Precision Machinery (002158), Wanhe Electric (002543), Kangsheng Co., Ltd. (002418), Reed Intelligent (301135), etc. following the decline. The automobile and vehicle sector ranked among the top declines, with JAC Motors (600418) falling by more than 7%, Ankai Bus (000868), Asia Star Bus (600213), BYD (002594) falling by more than 5%, and Zhongtong Bus (000957), Selis (601127), Changan Automobile, etc. following the decline.
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09:25 The three major A-share indexes opened higher collectively, the Shanghai Composite Index opened up 0.03%, the Shenzhen Component Index opened up 0.05%, and the ChiNext Index opened up 0.11%.
09:26 The real estate development sector opened with active opening, Hualian Holdings (000036) rose by more than 5%. China Communications Construction Real Estate, Beijing Energy Real Estate (600791), Poly Development (600048), China Wuyi, Tianfang Development, etc. followed suit. According to the news, the People's Bank of China and the China Banking and Insurance Regulatory Commission announced the relaxation of the first-home interest rate policy, to support rigid and improved housing demand, to promote the accelerated implementation and use of special loans for "insurance and payment" and to increase efforts as appropriate as needed. At least 23 of the 70 cities meet the relaxation conditions. The State Council has previously deployed a package of policy measures to stabilize the economy. The corresponding incremental policy tools are more than 500 billion yuan of new special bonds, two batches of policy financial tools with a total of 300 billion yuan, and 800 billion yuan of policy banks with a total credit increase of quotas.
09:30 The ChiNext Index turned green, Shanghai Composite Index rose 0.11%, and the Shenzhen Component Index rose 0.04%.
09:33 The big financial sector rose abnormally, with Guosheng Financial Holdings (002670) rising nearly 4%, Great Wall Securities (002939), Xiangcai Shares (600095), CITIC Construction Investment (601066), Ningbo Bank, CITIC Bank, Changshu Bank (601128), China Galaxy (601881), Tianfeng Securities (601162), etc. following the rise.
09:35 The scenic spot tourism sector rose abnormally, Xi'an Food (000721) hit the daily limit, Quanjude (002186), Zhongxin Tourism (002707), Zhangjiajie, Lingnan Holdings (000524), Xiyuan Tourism (300859), Guilin Tourism (000978), etc. followed suit.
09:38 The digital currency sector rose abnormally, with Zhongke Jiangnan (301153) rising by more than 17%, while Nantian Information, Changliang Technology, Unigroup Guowei (002049), Beijing North, Shensi Electronics (300479), Xinkaipu (300248), Xiongdi Technology (300546) and others following the rise.
09:40 The industrial metal sector has risen abnormally, Hongchuang Holdings (002379) hit the daily limit, Minfa Aluminum (002578) rose by more than 8%, Tianshan Aluminum (002532), Shenhuo Shares (000933), Zijin Mining (601899), Nanshan Aluminum (600219), Western Materials (002149), Cloud Sea Metal (002182) and others followed suit. According to the news, the Chongqing Economic and Information Commission and the Nanchuan District People's Government signed the "Cooperation Agreement on the Co-construction of Automobile Lightweight Supporting Demonstration Bases" on the 29th, intending to build a new energy vehicle supporting base of 10 billion yuan within three years, and will make it bigger and stronger for 400,000 tons of magnesium and aluminum alloys and other new lightweight materials projects. The "Automotive Industry Lightweight Technology Route" pointed out that my country's aluminum consumption for bicycles will increase significantly to 350kg in 2030.
09:42 The medical device sector rose abnormally, Huangshan Capsule (002817) hit the daily limit, Dabo Medical (002901) rose more than 9%, Xiangyu Medical, Zhenghai Bio (300653), Shangrong Medical (002551), Lanfan Medical (002382), etc. followed suit.
09:44 The pharmaceutical sector continued to rise, with Huasen Pharmaceutical and Lisheng Pharmaceutical both hitting the daily limit, Enwei Pharmaceutical, Xinhua Pharmaceutical, Guangji Pharmaceutical (000952), Xinhecheng (002001), Hongri Pharmaceutical, China Resources Shuanghe, Haichen Pharmaceutical, etc. following the rise.
09:45 The September Caixin China Manufacturing Purchasing Managers Index (PMI) released on September 30 recorded 48.1, down 1.4 percentage points from August, the same as May, and the lowest in five months.
09:48 The traditional Chinese medicine sector rose sharply, Longjin Pharmaceutical and Huasen Pharmaceutical hit the daily limit, Enwei Pharmaceutical, Wanbangde (002082), Fangsheng Pharmaceutical (603998), Dali Pharmaceutical (603963), Yue Wannianqing (301111), Essence Pharmaceutical (002349), Zixin Pharmaceutical (002118), etc. followed suit.
09:52 The cross-border payment sector continued to rise, Nantian Information hit the daily limit for two consecutive boards, and Beijing North, Shenzhou Information, Rendong Holdings, Kelan Software, Hailian Jinhui, Changliang Technology, etc. followed suit.
09:54 BYD A-shares fell by more than 4% during the session, with a turnover of 1.69 billion yuan.
10:01 The integrated die-casting sector continued to decline, with Top Group falling by more than 5%, while Heli Technology, Xusheng Co., Ltd., Quanfeng Automobile, Aikedi, Shengli Precision, Ruihu Mold, Guangdong Hongtu and others followed suit.
10:06 The household appliance sector continued to decline, Rainbow Group (003023) approached the limit, Changhong Meiling (000521), Sunrise Oriental, Wanhe Electric, Opp Home Furnishing (603551), Aisda (002403), etc. followed suit.
10:08 The TOPcon battery sector continues to decline, Mubang Hi-Tech (603398) approaches the limit, and Yijing Optoelectronics (600537), Haimuxing, Huangshi Group (002329), Trina Solar, Star Shuier (002860), etc. followed suit.
10:10 The pharmaceutical e-commerce sector rose abnormally, with Intel Group and Xinhua Pharmaceutical hitting the daily limit, Enwei Pharmaceutical rose by more than 9%, and Yiling Pharmaceutical (002603), China Pharmaceutical, Cube Pharmaceutical (003020), Taienkang (301263), etc. following the rise.
10:14 The decline of the ChiNext Index expanded to 1%, the Shanghai Composite Index fell 0.37%, and the Shenzhen Component Index fell 0.77%.
10:15 The decline of the Hang Seng Technology Index expanded to 2%, and new energy vehicle stocks led the decline.
10:21 The decline of the Shenzhen Component Index expanded to 1%, the Shanghai Composite Index fell 0.52%, and the ChiNext Index fell 1.32%.
10:23 The ChiNext Index fell below 2300 points, down 1.42%, the Shanghai Composite Index fell 0.57%, and the Shenzhen Component Index fell 1.07%.
10:33 The online gaming sector rose abnormally, with Dianhun Network (603258) rising by more than 6%, Huace Film and Television (300133), New World (000997), Borui Communication (600880), Wanlong Optoelectronics (300710), Tianyu Digital Technology (002354), Shengtian Network (300494), etc. following the rise.
10:40 The national defense and military industry sector continued to fall, with Zhenxin Technology (300101) falling by more than 7%, and Hang Ya Technology, Triangle Defense (300775), Parker New Materials (605123), China Shipbuilding, China Shipbuilding Defense (600685), Western Superconductor, China Bing Red Arrow (000519), etc. following the decline.
10:41 The digital currency sector continued to rise, Beijing North hit the daily limit, after Nantian Information hit the daily limit, Zhongke Jiangnan rose by more than 12%, Rendong Holdings, Changliang Technology, Hailian Jinhui, Sifang Jingchuang (300468) and others followed suit.
11:52 The Nikkei 225 index fell by 2% intraday.
13:09 CATL (300750) fell below 405 yuan in the afternoon, and its stock price hit a new low since June.
13:19 propylene oxide sector rose abnormally, Hongbaoli (002165) rose more than 7%, Wanhua Chemical (600309), Qixiang Tengda (002408), Hongyun Co., Ltd. (002809), Huatai Co., Ltd. (600308), etc. followed suit.
13:26 The solar thermal power generation sector fell in the afternoon, with Chuanrun shares falling by more than 9%, while Xinfengguang, Zhenjiang shares, Tinzhuang shares, Changbao shares, Baose shares, etc. fell.
13:32 The camping economy sector fell, Zhejiang Zhengte (001238) hit the limit, Qushui Technology (301336) fell more than 10%, and Hals (002615), Xiaosong Co., Ltd. (002723), Kairun Co., Ltd. (300577), Xinghui Co., Ltd. (300464), etc. followed suit.
13:51 The oil and gas mining and service sectors rose abnormally, with National Offshore Oil Development (600968) rising by more than 6%, while China National Offshore Oil Corporation (600938), National Offshore Oil Engineering (600583), CNOOC Engineering (600339), CNOOC Service (601808), CNOOC (603619), etc. following the rise.
13:57 The banking and financial sector rose abnormally, with China Taiping (601601) rising by more than 3%, China Merchants Bank , Qingdao Bank (002948), Zhengzhou Bank (002936), Hongye Futures (001236), Minsheng Holdings (000416), China Ping An , etc. following the rise.
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1. National Health Commission: Yesterday, 97 new local confirmed cases were reported, and 3625 new local asymptomatic infections were reported in
National Health Commission: From 0:00 to 24:00 on September 29, 31 provinces (autonomous regions, municipalities) and the Xinjiang Production and Construction Corps reported 156 new confirmed cases, including 97 local cases. 31 provinces (autonomous regions, municipalities directly under the central government) and the Xinjiang Production and Construction Corps reported 711 new asymptomatic infections, including 86 imported cases and 625 local cases.
2 and Tesla domestic models have significantly reduced their prices? Customer service staff: No notification has been received yet
According to Yinshi Finance, on September 30, it was reported that Tesla's domestic models Model 3 and Model Y will undergo a significant price reduction. Among them, Tesla's main sales model Model Y in China is expected to reduce the price by up to 40,000 yuan. In the end, the starting price of Model Y rear-wheel drive model may drop to 270,000 to 290,000 yuan. Yinshi Finance asked Tesla customer service staff for confirmation about this matter, and the other party said that he had not received the notice yet.
3, the central bank achieved a net injection of 184 billion yuan today and a 7-day period of 128 billion yuan and a 14-day period of 58 billion yuan, with the winning rates of 2.0% and 2.15% respectively. Since 2 billion yuan of reverse repurchase expired today, a net injection of 184 billion yuan was achieved on the same day. This week, a total of 7-day reverse repurchase operations of 521 billion yuan and 14-day reverse repurchase operations were carried out. As a total of 8 billion yuan of reverse repurchase expired this week, a net injection of 870 billion yuan was achieved that week.
4. The real estate development sector is active in opening. Hualian Holdings rose more than 5%
The real estate development sector is active in opening. Hualian Holdings rose more than 5%. China Communications Construction Real Estate, Beijing Energy Real Estate, Poly Development, China Wuyi, Tianfang Development, etc. follow the rise. According to the news, the People's Bank of China and the China Banking and Insurance Regulatory Commission announced the relaxation of the first-home interest rate policy, support the demand for rigid and improved housing, promote the accelerated implementation and use of special loans for "insurance and payment" and appropriately increase efforts as needed. At least 23 of the 70 cities meet the relaxation conditions. The State Council has previously deployed a package of policy measures to stabilize the economy, and the corresponding incremental policy tools are more than 500 billion yuan of new special bonds, two batches of policy financial tools with a total of 300 billion yuan, and 800 billion yuan of policy bank credit increase.
5. National Development and Reform Commission: All localities actively invest pork reserves to ensure market supply
html Since September, the National Development and Reform Commission, together with relevant departments, has continuously invested pork reserves. At present, nearly 70,000 tons of central pork reserves have been released. The fourth batch of reserves will be released today. At the same time, we will guide local governments to increase local pork reserve release and make every effort to increase market supply. At present, most provinces have started pork reserve release work.According to preliminary statistics, in September, the country and various regions put a total of about 200,000 tons of government pork reserves, and the monthly release volume reached a historical high, and the release price was lower than the market price, effectively ensuring the smooth operation of the live pork market supply and price. In the next step, the National Development and Reform Commission will work with relevant departments to continue to release central pork reserves in accordance with the market situation, and continue to guide local governments to coordinate pork reserves to ensure the smooth operation of the live pork market and prices.6. National Bureau of Statistics: China's official manufacturing PMI in September was 50.1
National Bureau of Statistics shows that China's official manufacturing PMI in September was 50.1, with the previous value of 49.4.
7, China's Caixin Manufacturing PMI recorded 48.1
html, September Caixin China Manufacturing Purchasing Managers Index (PMI) released on September 30, a decrease of 1.4 percentage points from August, the same as May, and the lowest in five months. List of announcements at noon on September 30: Jingui Yinye (002716) plans to issue shares to purchase assets. stocks are suspended8, Ministry of Agriculture and Rural Affairs : The current pork price level is generally normal and reasonable
According to CCTV News, the reporter learned that pork prices have generally been stable in the past two months, but the year-on-year increase is relatively large. At present, the wholesale price of pork is about 60% higher than the previous year. This is because the price trough was a year-on-year, and it was driven by the recent recovery of pork consumption and the rising cost of pig breeding. Zhao Zhuo, director of the Operation and Control Department of the Market and Information Technology Department of the Ministry of Agriculture and Rural Affairs, said that the price of pork wholesale has increased relatively largely, not because production and supply cannot keep up. Since the pig-grain price ratio is in a normal and reasonable range, farmers have money to make money, which is conducive to the stability of pig production capacity in the later stage. Therefore, the current pork price level is generally normal and reasonable.
9, China United Network Communications Group Co., Ltd. Former Deputy Secretary of the Party Group and General Manager Li Guohua was expelled from the Party for serious violations of discipline and laws
According to CCTV News, recently, with the approval of the Central Committee of the Communist Party of China, the Central Commission for Discipline Inspection and the National Supervisory Commission filed a case for investigation and investigation on the serious violations of discipline and laws by Li Guohua, former Deputy Secretary of the Party Group, General Manager and Director of China United Network Communications Group Co., Ltd.
10, Geely Holdings: It has completed the acquisition of 7.60% of Aston Martin Lagonda International Holdings
According to Xinhua Finance, Geely Holdings announced that it has completed the acquisition of 7.60% of the shares of Aston Martin Lagonda International Holdings. Li Donghui, CEO of Geely Holdings Group, said: "We are very happy to officially become an investor in Aston Martin. Geely Holdings has rich experience in supporting corporate transformation and has deep technical accumulation in the fields of super electric and intelligent networking, which will help Aston Martin achieve greater success in the future. We look forward to discussing opportunities for collaborative cooperation with Aston Martin. Aston Martin will continue to adhere to its development strategy, committed to achieving long-term sustainable growth and improving profitability."
