's three major indexes fluctuated and fell in the afternoon. As of the close, the Shanghai Composite Index fell 0.71%, the Shenzhen Component Index fell 1.14%, the ChiNext Index fell 1.86%, and the Shanghai and Shenzhen stock markets' full-day turnover volume was 1115 billion yuan. The number of sectors such as defense and military industry, semiconductors and components ranked first, and the number of sectors such as integrated die-casting, perovskite and batteries rose green. More than 3,000 stocks in the two markets fell, and northbound funds sold a net sale of 1.05 billion yuan throughout the day. On the market, the semiconductor and components sectors continued to rise in the afternoon, with Huada Jiutian rising by more than 15%, while Jialun Electronics, Jinghuawei, Juguang Technology, Lixinwei, Zhenlai Technology, SMIC and others followed suit. The automotive integrated die-casting concept sector fluctuated and fell, with Chunxing Precision (002547), Mingke Precision (001319), Ruihu Mold (002997), Heli Technology (603917) hitting the limit, Wencan Co., Ltd. (603348), Top Group (601689), Guangdong Hongtu (002101), etc. following the decline.
sector popularity:
Tonghuashun hot stock list:
abnormal movement review:
09:26 A shares three major indexes opened higher collectively, the Shanghai Composite Index rose 0.08%, the Shenzhen Component Index rose 0.23%, and the ChiNext Index rose 0.32%.
09:31 The military industry sector led the decline, with Jianglong Boat (300589) falling by more than 7%, and nearly ten stocks including Hangxin Technology (300424), Guorui Technology (300600), Tianhai Defense (300008), Lihang Technology (603261), Xinyu Guoke (300722), Chenxi Airlines (300581) fell by more than 5%.
09:31 The Shenzhen Component Index rose to 1%, the Shanghai Composite Index rose 0.79%, and the ChiNext Index rose 1.02%.
09:34 The automobile and vehicle sector opened and rose, JAC Motors (600418) rose by more than 5% to a record high, and GAC Group , Celis, Asia Star Bus (600213), Zhongtong Bus (000957), Ankai Bus (000868), BYD (002594), Haima Auto (000572) and others followed suit.
09:35 The robot concept sector continues to be active, with Longzhou Co., Ltd. (002682), Aisda (002403), Jinglun Electronic (600355), etc. hitting the daily limit of , Bojie Co., Ltd. (002975), Jinzitianzheng (600560), Sanfeng Intelligent (300276), Xinbang Intelligent (301112), etc. rising by more than 5%
09:37 Zhongtong Bus hit the daily limit, with a turnover of 495 million yuan.
09:37 The titanium dioxide concept sector led the rise at the opening, with Jinpu Titanium Industry (000545), Tianyuan Shares (002386) hitting the daily limit, Huiyun Titanium Industry (300891), China National Nuclear Titanium Industry (002145), Anada (002136), Anning Shares (002978) and others following the rise.
09:42 The smart grid concept sector strengthened, and equipment stocks led the rise, Beijing Kerui (002350), Great Wall Electric (600192) hit the daily limit, Sanyou Lianzhong (300932), Jinguan Electric, Xinlian Electronics (002546), Baobian Electric (600550), Yubang Electric and others followed suit.
09:44 The automotive parts concept sector continues to be active, with thermal management leading the rise, Newteg (301229) hitting the daily limit at 20CM, Huapei Dynamics (603121), Riying Electronics (603286), Hengli Industrial (000622), and many other stocks closed the board, Dongli Machinery (301298), Langbo Technology (603655), Baobang Shares (301181), etc. rose.
09:47 The national defense and military industry concept sector rebounded, with Chengchang Technology (001270), Boyun New Materials (002297) hitting the daily limit, Tianhe Defense (300397), Great Wall Military Industry (601606), Aerospace Power (600893), etc. following the rise.
09:54 digital currency concept sector fluctuated and rose, Zhidu Shares (000676) hit the daily limit, Guao Technology (300551), Zhengtong Electronic (002197), New World (000997), New Guodu (300130), Beixinyuan (300352), etc. followed suit.
09:59 The ChiNext Index turned green, which had previously risen by more than 1%, the Shanghai Composite Index rose by 0.42%, and the Shenzhen Component Index rose by 0.59%.
10:09 The defense and military industry sector continued to rise, with Lianshi Aviation (000697), Zhongtian Rocket (003009), Boyun New Materials and others hitting the daily limit, Xinjingang (300629) rose by more than 13%, Tianhe Defense, Gaode Infrared (002414), China Coast Defense (600764), Great Wall Military Industry, etc. following the rise.
10:20 The aircraft engine sector abnormally moved and rose, Lianshi Aviation hit the daily limit, Baose Co., Ltd. (300402) rose by more than 13%, and Aerospace Power, Tunan Co., Ltd. (300855), Gangyan Gaona (300034), Platinum, etc. followed suit.
10:24 The concept of wave absorbing materials continues to ferment, Science and Technology Innovation Board Yue'an New Materials 3 consecutive boards, Xinjin Steel, Aerospace Development (000547), Light Technology (002625), Huaqin Technology, etc. have all risen sharply.
10:40 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 194.2 billion yuan and the transaction volume of Shenzhen stock market is 305.9 billion yuan.
10:52 The three major indexes turned green collectively, the ChiNext Index fell by more than 0.6%, and the banking, insurance, agriculture, tourism and other sectors fluctuated and fell.
11:05 The pork sector continued to decline, with Aonong Bio (603363), Superstar Agriculture and Animal Husbandry (603477), Tangrenshen (002567), Huatong Co., Ltd. (002840), Haida Group (002311), Xinwufeng (600975) and other stocks falling by more than 3%.
13:02 The semiconductor and components sectors continued to rise in the afternoon, with Huada rising by more than 21%, while Jialun Electronics, Jinghuawei, Juguang Technology, Lixinwei, Zhenlai Technology, Loongson Zhongke , SMIC and others all rose sharply.
13:13 The concept of domestic software is active in the afternoon, and China's software hit the daily limit. Zhonghaida (300177), Longruan Technology, Chengmai Technology (300598), Huaru Technology (301302), Oriental Communication (300379), China Great Wall (000066), Jin Hyundai (300830), etc. rose by more than 5%.
13:28 Delian Group (002666) hit the daily limit during the session, with more than 170,000 orders blocked, now at 7.28 yuan, with a turnover rate of 9.62%, and a turnover volume of 367 million yuan.
13:32 The ChiNext Index turned red, the Shanghai Composite Index rose 0.61%, and the Shenzhen Component Index rose 0.57%.
13:39 Affected by the "floor" of Delian Group, many high-priced stocks experienced plunge and plunge. Aisda and Longzhou shares opened the daily limit and plunged rapidly. Foran Energy (002911), Qinchuan Machine Tool (000837) fell by more than 7%, Liancheng Precision (002921), Rishang Group (002593), Baoxin Technology (002514) and other limit hits.
13:51 The rare earth permanent magnet sector continues to be active, Guangsheng Nonferrous Metals (600259) hit the daily limit, Northern Rare Earth (600111), Wumin Rare Earth (000831), Xiamen Tungsten Industry (600549), Dadixiong rose by more than 5%, North Mining Technology (600980), Youyan New Materials (600206), Shenghe Resources (600392), Antai Technology (000969), Yingluohua (000795), etc. followed suit.
14:05 The automotive integrated die-casting concept sector fluctuated and fell, Chunxing Precision once hit the limit, Wencan shares fell by more than 9%, and Ruihu Mold, Top Group, Guangdong Hongtu and others followed suit.
14:16 The robot concept sector fell sharply, with Hanyu Group (300403), Jiangsu Leili (300660) falling by more than 11%, Zhuoyi Technology (002369), Liancheng Precision, and Qinchuan Machine Tool hitting the limit, Aisda, Guomao Shares (603915), Saixiang Technology (002337), Guangyang Shares (002708), etc. falling by more than 7%.
14:16 Aiss hit the daily limit during the trading session, with a turnover of over 300 million yuan and a current quote of 8.92 yuan.
14:19 The decline of the ChiNext Index expanded to 1%, and rose by more than 1.2% at the beginning of the session, the Shanghai Composite Index rose by 0.06%, and the Shenzhen Component Index fell by 0.25%. Robot reducers, automotive integrated die-casting, TOPCon batteries and other strong sectors led the decline in the early stage.
news:
1, Pelosi arrived at the hotel, and protest groups loudly protested at the scene
According to The Paper , Taiwan media China Times News reported that after U.S. House Speaker Pelosi arrived at Taipei Songshan Airport on the evening of August 2, the Taipei City Transport Brigade assisted the road to open the road directly to the Grand Hyatt Hotel where he was staying. The people at the scene squeezed the entrance of Grand Hyatt, and some protest groups were still shouting protest slogans opposite Grand Hyatt Hotel. According to reports, when Pelosi and his group arrived, they went straight into the Grand Hyatt Hotel and did not show up.
2. The Ministry of Foreign Affairs summoned the US ambassador to China: China firmly opposes and strongly condemns Pelosi's visit to Taiwan
According to CCTV News, late at night on August 2, 2022, Xie Feng, deputy minister of the Chinese Ministry of Foreign Affairs, was ordered to urgently summon the US Ambassador to China Burns, and on behalf of the Chinese government, filed solemn representations and strong protests to the US side regarding the US Speaker Pelosi's visit to Taiwan.Xie Feng said that Pelosi took advantage of the world's ruthlessness and deliberately provoked and played with fire, seriously violating the provisions of the three joint communiqués of China and the United States, seriously impacting the political foundation of China-US relations, seriously infringing on China's sovereignty and territorial integrity, seriously undermining the peace and stability of the Taiwan Strait, and sending serious wrong signals to the separatist forces of "Taiwan independence". The nature is extremely bad and the consequences are extremely serious. China will never sit idly by.
3, People's Daily Front page comment: The Chinese government and the Chinese people's determination to achieve national reunification is as solid as a rock
According to the People's Daily, public opinion cannot be violated and the general trend cannot be reversed. The motherland must be unified and must be unified. The time and momentum of realizing the reunification of the motherland are always firmly in our hands. The Chinese government and the Chinese people's determination to achieve national reunification is as solid as a rock and will not change it because of anyone, any force, or any country. We firmly oppose external interference and "Taiwan independence" separatism, and will never leave any space for any form of "Taiwan independence" forces!
4. Ambassador to the United States Qin Gang made solemn representations and strong protests to the United States regarding Pelosi’s visit to Taiwan
The website of the Chinese Embassy in the United States reported on August 3 that on the afternoon of August 2, Eastern Time, Ambassador Qin Gang made solemn representations to the White House National Security Council and the State Department on the afternoon of August 2, Eastern Time, and expressed strong protests. Qin Gang said that despite China's repeated solemn representations and firm opposition, the US blatantly arranged for Speaker Pelosi to visit Taiwan today. This is a major escalation of the negative trends of the United States on the Taiwan issue. It seriously violates the one-China principle and the provisions of the three Sino-US joint communiqués, seriously impacts the political foundation of China-US relations, seriously infringes on China's sovereignty and territorial integrity, seriously undermines peace and stability in the Taiwan Strait, and sends serious wrong signals to the "Taiwan independence" separatist forces. It is extremely evil in nature, has great harm, and has extremely bad impact. China strongly condemns and strongly protests about this.
5. Ministry of Commerce spokesperson: From August 3, the export of natural sand to Taiwan was suspended.
Ministry of Commerce spokesperson answered reporters' questions: According to relevant laws and regulations, it was decided to suspend the export of natural sand to Taiwan. The relevant measures will be implemented from August 3, 2022.
6. State Councilor and Foreign Minister Wang Yi made a speech on the US's infringement of China's sovereignty
According to CCTV News, State Councilor and Foreign Minister Wang Yi made a speech on the US's infringement of China's sovereignty: US Congress Speaker Pelosi blatantly visited Taiwan, China despite China's sovereignty. This act seriously violates the one-China principle, maliciously infringes on China's sovereignty, openly conducts political provocations, arouses strong indignation among the Chinese people and arouses widespread opposition from the international community. This once again proves that some American politicians have become "troublemakers" of Sino-US relations, and the United States has become the "big destroyer" of peace and regional stability in the Taiwan Strait.
7. A spokesperson of the Taiwan Affairs Office of the CPC Central Committee is authorized to speak on punishing "Taiwan independence" diehards in accordance with the law
According to CCTV News, on August 3, a spokesperson of the Taiwan Affairs Office of the CPC Central Committee is authorized to speak on punishing "Taiwan independence" diehards in accordance with the law. There is a clear legal basis for the state to hold "Taiwan independence" diehards criminally responsible. The Constitution clearly stipulates that Taiwan is part of the sacred territory of the People's Republic of China. The Anti-Secession Law and the National Security Law clearly stipulate that China's sovereignty and territorial integrity cannot be divided. Maintaining national sovereignty, unity and territorial integrity is the common obligation of the whole Chinese people, including Taiwan compatriots. Any individual or organization who fails to fulfill its legal obligations or engage in activities endangering national security shall be held legally responsible in accordance with the law. We will take criminal punishment measures for all "Taiwan independence" stubborn elements who have tried the law, severely punish them in accordance with the law, and hold them accountable for life in accordance with the law.
8 and the financing balance of in the two markets decreased by 12.055 billion
As of August 2, the financing balance of the Shanghai Stock Exchange was 813.463 billion yuan, a decrease of 5.53 billion yuan from the previous trading day; the financing balance of the Shenzhen Stock Exchange was 705.009 billion yuan, a decrease of 6.525 billion yuan from the previous trading day; the total of the two markets was 1518.472 billion yuan, a decrease of 12.055 billion yuan from the previous trading day.
9, General Administration of Customs : Suspend the import of citrus fruits and chilled leucorrhea in Taiwan and frozen horse mackerel into mainland
General Administration of Customs issued an announcement that since last year, mainland customs have repeatedly detected quarantine pests - oceanic buttock-shaped mealybug Planococcusminor from mainland citrus fruits imported from Taiwan, as well as times thiophosphate and leucorrhea residues exceed the standard; in June this year, the nucleic acid of the new coronavirus was detected on the packaging of chilled leucorrhea and frozen horse mackerel in Taiwan. In order to prevent risks, in accordance with relevant laws, regulations and standards in the mainland, it is decided to suspend the import of citrus fruits, chilled leucorrhea and frozen horse mackerel from Taiwan from August 3, 2022. From August 3, 2022, all customs will suspend the acceptance of customs declarations for citrus fruits, chilled leucorrhea and frozen horse mackerel in Taiwan, and promptly notify relevant enterprises in the jurisdiction of the above situation.
10, CICC (601066): It is expected that by 2025, the global thin film battery production capacity will be about 40GW, and the domestic production capacity will exceed 20GW
CICC research report points out that the current global thin film battery production capacity is about 11GW, and the domestic production capacity is about 1.6GW; various companies are accelerating the production line layout, and it is expected that by 2025, the global production capacity will exceed 20GW. In the field of cadmium telluride and copper indium gallium selenide thin film batteries, China Construction Materials is the fastest-expanding enterprise. In 2018, it will build the world's first 100MW large-area cadmium telluride thin film battery industrial production line. In the future, production lines will be deployed in Liling, Hunan, Ya'an, Sichuan, Jiamusi, Heilongjiang, Ruichang, Jiangxi, Handan, Hebei, Dingxi, Gansu, Qingdao, Shandong and other places, with a planned production capacity exceeding 4GW. In the field of perovskite thin-film batteries, GCL Optoelectronics and other companies are moving from laboratory research and development stage to trial production and mass production stages. Perovskite batteries with high power generation efficiency and pollution-free production are expected to become a new growth point in the photovoltaic market.
11, Taiwan media live broadcast footage: Pelosi arrived at the Taiwan legislative body
According to Global Network , according to the live broadcast footage of Taiwan media Zhongtian News, Pelosi arrived at the Taiwan legislative body at around 8:45 Beijing time. According to Taiwan's China Times News Network, "Central News Agency" and other Taiwanese media reports, US House Speaker Pelosi arrived at Songshan Airport at 10:44 pm on the 2nd and then stayed at Grand Hyatt Hotel in Taipei. It is expected to go to Taiwan's "Presidential Palace" at 10:30 today (3rd) to meet Tsai Ing-wen. At noon, Tsai Ing-wen held a luncheon at the Taipei Hotel.
12, Taiwan Affairs Office announced the punishment of the "Taiwan independence" diehards' affiliated institutions
According to CCTV News, the spokesman of the Taiwan Affairs Office of the State Council Ma Xiaoguang said on August 3 that the "Taiwan Democracy Foundation" and the "International Cooperation and Development Foundation" have been engaged in "Taiwan independence" separatist activities internationally under the guise of "democracy" and "cooperative development", and have tried their best to win over and rely on external anti-China forces, attack and smear the mainland, and use money and other means as bait to expand the so-called "international space" in the international community, in an attempt to destroy the one-China pattern in the international community. The mainland has decided to take punitive measures against the above-mentioned foundations, prohibiting them from cooperating with mainland organizations, enterprises and individuals, punishing organizations, enterprises and individuals that provide funding or services to the above-mentioned foundations in accordance with the law, and taking other necessary measures. Mainland organizations, enterprises, and individuals are prohibited from entering any transaction or cooperation with Xuande Energy, Lingwang Technology, Tianliang Medical, Tianyan Satellite Technology and other companies that donate to the above-mentioned foundations, and the heads of relevant enterprises are prohibited from entering the country.
13. National Health Commission: Yesterday, 38 new local confirmed cases were reported, and 3251 new local asymptomatic infections were reported in
National Health Commission: From 0:00 to 24:00 on August 2, 31 provinces (autonomous regions, municipalities) and Xinjiang Production and Construction Corps reported 101 new confirmed cases. Among them, 63 imported cases were reported, including 13 cases, including asymptomatic infections to confirmed cases; 38 local cases were reported. There were 335 new asymptomatic infections, including 84 imported cases and 251 local cases.
14, Taiwan media live video: Pelosi meets Tsai Ing-wen
According to the Global Network, Taiwan TVBS News Network latest live video shows that after the U.S. House Speaker Pelosi's convoy left Taiwan's legislature on the 3rd, he arrived at Taiwan's "Presidential Palace" at around 10:24. At around 10:36, Pelosi and Tsai Ing-wen appeared in the live broadcast screen together.
15. The chairman of Moutai said that Moutai has stored a lot of trillions of base wine
According to China Economic Weekly, Ding Xiongjun, chairman of Kweichow Moutai (600519) Group, revealed at the opening ceremony of the 2022 Yabuli China Entrepreneurs Forum . Tianjin Summit that over the past 70 years, Moutai has stored hundreds of thousands of tons of base wine in the wine warehouse. According to the current market value, it is a lot of trillions of yuan. In addition, Ding Xiongjun also mentioned that Moutai ice cream is now in short supply and there are three technological innovations. "Everyone eats Moutai ice cream smooth and smooth. This product looks like an ice cream, but in fact it is also the result of technological innovation and business model innovation."
16, Eastern Theater Command, organized practical joint exercises and training on the sea and airspace around Tai Island
According to the WeChat official account of the Eastern Theater Command, on August 3, The Eastern Theater Command, The Eastern Theater Command, The Eastern Theater Command, The North of the Taiwan Island, Southwest , and Southeast Sea Airspace organized practical joint exercises and trainings participated by the theater navy, air force, rocket force, strategic support force, joint logistics support force and other forces, focusing on practicing joint blockade, sea assault, land strike, air combat, etc., and tested the joint combat capabilities of the theater troops.
17, the price of polycrystalline silicon rose for the 25th time this year
The Silicon Branch of the China Nonferrous Metals Industry Association announced the latest price of solar-grade polycrystalline silicon on August 3. The mainstream transaction price of single crystal re-invested materials is between 300,000 and 310,000 yuan/ton, with an average of 302,200 yuan/ton, with a week-on-month increase of 1.55%. The mainstream transaction price of single crystal dense materials is between 298,000 and 308,000 yuan/ton, with an average of 300,000 yuan/ton, with a week-on-month increase of 1.52%. The mainstream transaction price of monocrystalline cauliflower materials is between 295,000 and 306,000 yuan/ton, with an average of 297,200 yuan/ton, a week-on-month increase of 1.54%.
18. The total investment in projects under construction in the State Grid will exceed one trillion yuan this year
According to the Shanghai Securities News, on August 3, State Grid Co., Ltd. announced the situation of fully promoting the construction of major projects, stating that it will do its best to expand the power grid investment, accelerate the construction of ultra-high voltage, pumped storage, ultra-high voltage and other projects. The total investment in projects under construction will exceed one trillion yuan this year. From January to July this year, the power grid investment was completed at 236.4 billion yuan, an increase of 19% year-on-year. The total investment in projects under construction is 883.2 billion yuan, including 110 kV and above power grids and pumped storage power stations. By the end of the year, State Grid is expected to complete another nearly 300 billion yuan of grid investment and start a large number of major projects, with a total investment of 416.9 billion yuan, of which 1,173 grids and pumped storage power stations are 1,173. By then, the total investment in projects under construction is expected to hit a record high, reaching 1.3 trillion yuan, driving upstream and downstream industries to more than 2.6 trillion yuan.
19. Ministry of Industry and Information Technology: It will study and formulate the "Management Measures for the Recycling and Utilization of Power Batteries in New Energy Vehicles"
According to the Ministry of Industry and Information Technology, in order to strengthen the construction of the power battery recycling system and do a good job in researching the recycling and utilization management measures, on August 1, the Energy Saving and Comprehensive Utilization Department of the Ministry of Industry and Information Technology held a symposium on the comprehensive utilization of power batteries in new energy vehicles, and key comprehensive utilization enterprises attended the meeting. The participating companies introduced the work of retired power battery recycling, tiered and recycling technology research, business model innovation, etc., and conducted discussions on improving management systems, improving technical standards systems, and strengthening upstream and downstream cooperation in the industrial chain. In the next step, the Energy Saving and Comprehensive Utilization Department will adhere to the problem-oriented approach, study and formulate the "Management Measures for the Recycling and Utilization of Power Batteries in New Energy Vehicles" and the industry's urgently needed standards, improve the power battery recycling system, support the research and promotion and application of a number of key technologies such as flexible disassembly and efficient recycling, continue to implement industry standardized management, and improve the level of power battery recycling and utilization.
20. Wang Yi: Pelosi's visit to Taiwan, China is a farce. Those who violate China will be punished. According to CCTV News, on August 3 local time, Chinese State Councilor and Foreign Minister Wang Yi said when attending the ASEAN Foreign Ministers' Meeting in Cambodia that the visit to Taiwan, US Congress, Pelosi's visit to Taiwan, China is a "complete farce." Those who play with fire will definitely not have a good ending, and those who offend me will be punished. Wang Yi said, what I want to tell everyone is that this is a complete farce. Under the guise of so-called "democracy", the United States is engaged in infringement of China's sovereignty.Tsai Ing-wen and others in Taiwan hold the United States' "thick legs" and betray national justice. These rebellious actions cannot change the international consensus of one China, nor can they change the historical trend of Taiwan's inevitable return to the motherland. Those who play with fire will definitely not have a good ending, and those who offend me, China will be punished.
21. The People's Liberation Army will conduct important military exercises and training operations from 12:00 on August 4 to 12:00 on August 7
On August 2, 2022, Xinhua News Agency authorized announcement: The People's Liberation Army of China will conduct important military exercises and training operations from 12:00 on August 4, 2022 to 12:00 on August 7, 2022 Beijing time, and organize live-fire shooting. For safety, the relevant ships and aircraft shall not enter the relevant seas and airspace during this period.
Investment advice:
Yuanda pointed out that today the main board opened high and then rose and fell, and the time-sharing fluctuation range was still relatively large. However, it is obvious that the yellow line leads the white line, indicating that the theme direction is strong. The daily line contains long-lasting , and the rebound high point in the morning only touched the 89-day line, and the volume was also insufficient compared with the same period yesterday, so there is still a demand for fluctuations in the short term. The ChiNext Index continues to be under pressure on the moving average system. Pay attention to the support near the 55-day line in the short term. If it is not enough, it is expected to look for support towards the 89-day line. Overall, the trends of the main board and GEM are still weak in the short term. Therefore, it is recommended to continue to be patient in terms of operations, reduce expectations, and focus on fast pace.
