's three major indexes fluctuated and rebounded in the afternoon. As of the close, the Shanghai Composite Index fell 2.26%, the Shenzhen Component Index fell 2.37%, the ChiNext Index fell 2.02%, and the Shanghai and Shenzhen stock markets' full-day turnover volume was 118.11 billion yuan. The number of sectors such as China Shipbuilding and GMOs ranked first in , while the number of sectors such as education and monkeypox was rising. More than 4,400 stocks in the two markets fell, and northbound funds sold a net sales of 2.312 billion yuan throughout the day. On the market, the concept sector of China Shipbuilding Group rose, with China Shipbuilding (600764) rising by more than 9%, while China Shipbuilding Emergency (300527), China Power (600482), China Shipbuilding Hanguang (300847) and others followed suit. On the news side, according to the Global Times, CNN said that Peosi will visit Taiwan. The Eastern Theater Command announced the news: be on high alert, fight according to orders, bury all invading enemies, and move towards the victory of the coalition. According to the website of the China Maritime Administration, the Qinglan Maritime Administration issued a navigation warning, from 0:00 on August 2 to 24:00 on August 6, military training will be conducted in some waters in the South China Sea and entry will be prohibited. The education concept sector continued to decline, with Meijim (002621) hitting the limit, and the dark horse of entrepreneurship (300688), Borui Communication (600880), Angli Education (600661), China Hi-Tech (600730), Guomai Technology (002093), Quantong Education (300359), Xueda Education (000526), Zhonggong Education (002607), etc. followed suit.
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abnormal movement review:
09:29 The concept sector of China Shipbuilding System was active at the opening, China Shipbuilding Defense (600685) rose by more than 3%, and China Shipbuilding Hanguang followed suit. On the news front, according to the Global Times, CNN said that Pelosi would visit Taiwan. The Eastern Theater Command announced the news: be on high alert, fight according to orders, bury all invading enemies, and move towards the victory of the coalition. According to the website of the China Maritime Administration, the Qinglan Maritime Administration issued a navigation warning, from 0:00 on August 2 to 24:00 on August 6, military training will be conducted in some waters in the South China Sea and entry will be prohibited.
09:32 The national defense and military industry concept sector rose, Jianglong Boat (300589) rose by more than 10%, Great Wall Military Industry (601606) quickly touched the board, Xinyu Guoke (300722), Aerospace Development (000547), Xinjingang (300629), Tianhai Defense (300008), Chenxi Aviation (300581), Zhongtian Rocket (003009), etc. followed suit.
09:33 Auto parts stocks opened lower, leading the decline in the integrated die-casting direction, Xiangyang Bearing (000678) fell by more than 7%, Songzhi Co., Ltd. (002454), Aolian Electronics (300585), Xusheng Co., Ltd. (603305), double-ring transmission (002472), Guangdong Hongtu (002101) and others ranked first in the decline.
09:36 The decline of the Shenzhen Component Index expanded to 2%, the Shanghai Composite Index fell 1.73%, and the ChiNext Index fell 1.9%.
09:36 The concept sector of virtual power plants fell sharply, with Jinzhi Technology (002090) falling nearly 8%, while Guoneng Rising (301162), Wansheng Intelligence (300882), Kelu Electronics (002121), Aotexun (002227), Xuji Electric (000400), Zhongheng Electric (002364), etc. fell more than 4%.
09:38 vanadium battery concept sector fell rapidly, Pangang vanadium titanium (000629), China Nuclear Titanium Dioxide (002145), Yicheng New Energy (300080), Haide Co., Ltd. (000567), Star Power (600101) fell by more than 5%, Xintian Green Energy (600956), Xinxing Integration (002506), Jinling Mining (000655), Hegang Co., Ltd. (000709), Anning Co., Ltd. (002978), Zhenhua Co., Ltd. (603067), etc. followed suit.
09:38 The decline of the Shanghai Composite Index expanded to 2%, the Shenzhen Component Index fell 2.29%, and the ChiNext Index fell 2.12%.
09:40 FTSE China A50 Index futures decline widens to 2%.
09:43 The infrastructure concept sector fell sharply, with many stocks falling by more than 5%. On the 2nd, the html (002593), Zhongcheng Co., Ltd. (002883), Jianyi Group (002789), Aibulu (301259), Institute of Construction Science and Technology (300675), Zhejiang Jiaoke (002061), Institute of Technology Research (300732), Jinpu Garden (301098), Huitong Group (603176), Guotong Co., Ltd. (002205), etc. fell by more than 5%.
09:58 The energy storage concept sector recovered, Taijia Co., Ltd. (002843) pulled up and closed the board, Xingyun Co., Ltd. (300648) rose nearly 19%, and Jinpan Technology, Shouhang Hi-Tech (002665), Goodwei, Deye Co., Ltd. (605117), Shunna Co., Ltd. (000533) and others rose one after another.
10:02 The robot concept sector is active again, with nearly 10 stocks such as Saixiang Technology (002337), Dayilong (002209), Aisda (002403), Qinchuan Machine Tool (000837), Shengtong Co., Ltd. (002599), Guangyang Co., Ltd. (002708), etc. hitting the daily limit.
10:08 The automotive chip concept sector abnormally moved and rose, Dagang Co., Ltd. (002077) hit the daily limit, Xinyuanwei, Jiayuan Technology (301117), Xidiwei, Fudan Microelectronics, etc. followed suit.
10:15 According to iFinD data of Tonghuashun (300033), as of now, the transaction volume of Shanghai and Shenzhen stock markets has exceeded 500 billion yuan, of which the transaction volume of Shanghai stock market is 199.3 billion yuan and the transaction volume of Shenzhen stock market is 303.7 billion yuan.
10:36 The education concept sector continued to decline, with Meijim, Entrepreneurship Dark Horse, Borui Communication, Angli Education, China Hi-Tech, Guomai Technology, Quantong Education, Xueda Education, Zhonggong Education, etc. falling by more than 5%.
10:51 The decline of the Shanghai Composite Index expanded to 3%, the Shenzhen Component Index fell 3.03%, and the ChiNext Index fell 2.7%. Large infrastructure, titanium dioxide, NFT, education and other sectors led the decline, with more than 4,500 stocks in the two markets falling green, and less than 300 stocks rose.
10:56 The monkey pox concept sector continues to decline, with Haichen Pharmaceutical (300584), Lanwei Medical (301060), Yirui Biologics (300942), West Point Pharmaceutical (301130), Hanyu Pharmaceutical (300199), Zhijiang Biologics and Yuningwei (301166) falling more than 9%.
13:45 The robot concept is active in the afternoon, Mingzhi Electrical Appliances (603728) hit 6 consecutive boards, and Yuhuan CNC (002903), Saixiang Technology, Superstar Technology (002444), Paislin and other stocks hit the daily limit.
13:57 The agricultural product processing sector rose abnormally, Jinjian Rice Industry (600127) hit the daily limit, Shenzhen Grain Holdings (000019) rose more than 6%, and Beijing Grain Holdings (000505), Daodaoquan (002852), Aonong Bio (603363), Tiankang Bio (002100) and others followed suit.
14:12 The transaction volume of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan, which increased by nearly 200 billion yuan compared with the previous trading day.
14:20 The semiconductor and components concept sector rose in the afternoon. Dagang shares previously hit the daily limit, Changguang Huaxin rose by more than 11%, Ashichuang (300706) rose by more than 8%, and Tianyue Advanced, Demingli (001309), Xinyuanwei, Yak Technology (002409), Jiangfeng Electronics (300666) and other stocks rose by more than 6%.
14:22 The integrated die-casting concept sector rebounded, Heli Technology (603917) hit the daily limit, Mingke Jing Technology (001319) rose by more than 5%, Wencan Co., Ltd. (603348) hit a new high, and Aikodi, Rongtai Co., Ltd. (605133) and others followed suit.
news:
1. Market news: Apple will issue bonds worth $5.5 billion in four parts
According to people familiar with the matter, Apple will issue bonds worth $5.5 billion in four parts. The maximum-long-term bond issued this time is 40 years, with a yield of 118 basis points higher than U.S. Treasury bonds. The initial negotiated price range was within 150 basis points, and the transaction had reached more than $23 billion when it was the highest. The funds from the issuance of bonds will be used for general corporate purposes, including stock repurchases and dividend payments. The person familiar with the matter said that Goldman Sachs Group , JPMorgan and Bank of America will lead the issuance plan.
2. New energy vehicle energy replenishment pattern has been renewed. Many companies have increased their investment in battery swap tracks.
According to the Shanghai Securities News, as an important technical path for energy replenishment of new energy vehicles, the popularity of battery swap mode has increased rapidly in recent days. The working meeting of the National Pure Electric Commercial Vehicles and Pure Electric Passenger Vehicles Battery Exchange Standard Drafting Group was held last week at Xiamen . CATL (300750), a representative of the battery company, and NIO , a representative of the electric vehicle company, announced major progress in battery swap business cooperation in Chengdu and Xiamen on July 30 and August 1 respectively. A recent interview learned that with the joint efforts of enterprises, local governments and other parties, the battery replacement and energy replenishment model is ushering in a new round of industry opportunities.
3, Guotai Junan : Intensified game between big powers is a long-term trend for military industry to improve in the long term
Guotai Junan Securities Research Report believes that intensified game between big powers is a long-term trend, the focus of the defense strategy of the United States and its allies is gradually shifting to the Indo-Pacific, tensions around China may gradually intensify, peace needs to be defended, increasing investment in national defense is a must-have option, and the long-term trend of military industry is improving. In 2027, we must ensure the realization of the centenary goal of the founding of the army, and it is expected to accelerate the filling of shortcomings during the 14th Five-Year Plan period.Based on past experience, it is expected that the 14th Five-Year Plan will be implemented step by step, and the sector's profit statement and cash flow statement may continue to improve in 2022.
4, CITIC Securities : Thin film/ perovskite batteries are in full swing. TCO glass creates a new growth point
CITIC Securities research report pointed out that in the near future, benefiting from the US $369 billion energy subsidy policy and the official shipment of perovskite components, the BIPV and perovskite battery industry chains have attracted much attention from the market. TCO glass is a key material for thin-film modules and perovskite battery modules. With the advancement of the medium-term BIPV policy, thin-film battery modules are expected to increase rapidly; long-term perovskite batteries are expected to lead new technological changes, the TCO glass market is expected to expand at an accelerated pace, and the domestic substitution market is broad, and it is expected to become a new growth point for traditional glass companies.
5, National Health Commission : Yesterday, 46 new local confirmed cases were reported, and 3327 new local asymptomatic infections were reported in
National Health Commission: From 0:00 to 24:00 on August 1, 31 provinces (autonomous regions, municipalities) and Xinjiang Production and Construction Corps reported 107 new confirmed cases. Among them, there were 61 imported cases (30 in Guangdong, 8 in Shanghai, 8 in Fujian, 4 in Jiangsu, 3 in Beijing, 3 in Sichuan, 3 in Yunnan, 1 in Chongqing, and 1 in Shaanxi), including 8 cases of asymptomatic infections to confirmed cases (5 in Guangdong, 2 in Fujian, and 1 in Yunnan); 46 local cases (10 in Gansu, 9 in Guangxi, 9 in Sichuan, 7 in Inner Mongolia, 7 in Fujian, 2 in Henan, 1 in Hainan, and 1 in the Corps), including 20 cases of asymptomatic infections to confirmed cases (8 in Gansu, 7 in Guangxi, 4 in Sichuan, and 1 in Henan). No new deaths. No new suspected cases. 31 provinces (autonomous regions, municipalities) and the Xinjiang Production and Construction Corps reported 391 new asymptomatic infections, including 64 imported cases and 327 local cases (96 cases in Guangxi, 69 cases in Gansu, 67 cases in Henan, 47 cases in Shandong, 28 cases in Xinjiang, 8 cases in Inner Mongolia, 4 cases in Tianjin, 3 cases in Corps, 2 cases in Jiangxi, 2 cases in Sichuan, and 1 case in Guangdong).
6, Hainan held a meeting: Study the preparations for the island-wide closure operation
" Hainan Free Trade Port " WeChat public account news, on August 1, Shen Xiaoming, Secretary of the Hainan Provincial Party Committee and Director of the Provincial Party Committee Deep Reform Commission (Provincial Party Committee Free Trade Port Working Committee), presided over a meeting of the Provincial Party Committee Deep Reform Commission and the Free Trade Port Working Committee to study the preparations for the island-wide closure operation. The meeting emphasized that all levels and relevant departments in the province should raise awareness, straighten out the organizational promotion forms, sort out the relationship between the "three lists" of task list, project list, and stress test list, strengthen the guarantee of construction projects, improve financial supporting measures, strengthen the construction and layout of non-custody areas, and make every effort to promote all preparations for the island-wide closure operation. The meeting studied the ideas and measures for promoting the safe and orderly flow of data, and pointed out that promoting the safe and orderly flow of data is not only an industrial policy to promote the liberalization and facilitation of trade and investment, and promote the development of digital economy , but also concerns national interests. We must enhance risk awareness and bottom-line thinking, maintain strategic patience, not rush to achieve success, do the current situation well, and ensure the safe and orderly flow of data.
7. Guangdong Provincial Financial Management Bureau: Try to obtain support from the China Securities Regulatory Commission to establish a provincial legal futures company with sufficient capital and strong strength
Guangdong Provincial Local Financial Supervision Bureau issued the "Implementation Plan on Improving the Futures and Spot Linkage Market System to Promote the High-Quality Development of the Real Economy". It mentioned that the futures market operating institutions should be developed and strengthened. We will strive for the support of China Securities Regulatory Commission and establish a provincial legal futures company with sufficient capital and strong strength. Support state-owned capital to enhance the capital strength of futures companies through capital increase, mergers and acquisitions. Attract risk management subsidiaries of futures companies, excellent futures private equity funds and other risk management institutions to settle in Guangdong, implement relevant national tax preferential policies, and provide policy preferences in talent, education, scientific research investment, etc. With Guangzhou Futures Exchange as the core, we will build futures characteristic buildings (areas) in Tianhe District, Guangzhou, guide the industry to focus, promote the settlement of various futures, fund companies and intermediaries, as well as financial institutions related to futures trading and asset allocation, and build a high-quality carrier for risk management centers.Build a futures industry cluster in Nansha District, Guangzhou, and create a futures industry park integrating business office, data processing, disaster backup, product development, technological innovation, and conference training.
8, Xia Airlines adjusts some flights
According to Xiamen Airlines official website, affected by flow control in Fujian, Xiamen Airlines adjusted some flights on August 2.
9. Guangdong Provincial Financial Management Bureau: Support futures products such as carbon emission rights, electricity, commodity index, industrial silicon, polysilicon , lithium, etc. on the Guangzhou Futures Exchange
Guangdong Provincial Local Financial Regulatory Bureau issued the "Implementation Plan for Improving the Futures and Spot Linkage Market System to Promote the High-Quality Development of the Real Economy" and mentioned that the Guangzhou Futures Exchange should be built with high standards. Based on the spot market and advantageous industries, it enriches regional characteristic commodity futures varieties and supports futures such as carbon emission rights, electricity, commodity index, industrial silicon, polysilicon, lithium, etc. to be listed on the Guangzhou Futures Exchange. Strengthen the coordinated cooperation between the Guangzhou Futures Exchange, the Hong Kong Stock Exchange and the Shenzhen Stock Exchange, and build an important platform to serve high-quality economic development, the construction of the Guangdong-Hong Kong-Macao Greater Bay Area, and the "Belt and Road" initiative.
10, the new crown oral medicine Azfu Ding tablets were put into production today
According to Henan Business Daily, the commissioning ceremony of Azfu Ding tablets used for indications of new coronavirus pneumonia was held in Henan Zhen Biotechnology Co., Ltd., a Urban-Rural Integration Demonstration Zone, Pingdingshan City, Henan Province on the morning of August 2.
Investment advice:
Yuanda pointed out that the main board opened low today and maintained a weak fluctuation, and the white line led the yellow line in the time-sharing, indicating that the theme performance is relatively weak. The daily line has emerged from the big negative line, and the 89th day of the decline is really not beautiful. The subsequent focus is on the support force around 0.5 of the golden section of 2863.65-3424.84. Although the ChiNext Index has also adjusted, its overall amplitude is slightly stronger than the main board pattern, but it also shows a short trend overall. Therefore, it is recommended to watch more and move less at the moment, and wait patiently for the emotional turning point.
