Take a look before going to bed! Oriental Fortune Network sorted out information such as evening news, hot sector news, and listed company announcements for investors' reference.
numbers say today's A shares market situation:
A shares three major indexes closed higher, the electricity and non-ferrous metals sectors rose sharply
A shares three major indexes closed up collectively today, of which the Shanghai Composite Index rose 0.99% to close at 3396.56 points; the Shenzhen Component Index rose 0.73% to close at 14,017.06 points; the ChiNext index rose 0.71% to close at 2,840.80 points. The market transaction volume shrank, with a total turnover of 793.8 billion yuan in the two markets. Most industry sectors closed higher, the power industry and non-ferrous metals industry rose sharply, and the brewing industry weakened against the market.
A shares are thunderous again! Tens of billions of shares flashed 20% in just 15 minutes on the opening. 48,000 shareholders were furious: the 20CM big-sided
flash crash and thunder were really caught off guard. Investors hit it once and drink a pot, especially the individual stocks on the GEM! In the morning of December 25, Jiecheng Co., Ltd. (300182, SZ) was hit by a large sell order that flocked to the limit by just 15 minutes after opening. As of press time, it was reported to be 370 yuan, and 460,000 sell orders pressed the stock price tightly on the limit, with a transaction amount of 350 million yuan and a latest total market value of 9.527 billion yuan. Including today's limit down, investors who chased highs yesterday have "lost" nearly 25%.
is about to end! The Shanghai Stock Exchange rose nearly 1%, and the 150 billion giant suddenly hit the daily limit with . However, the worst "manager stock" 8 hit the daily limit with 57%!
In 2020, A-shares have 4 trading days left for the next week, and they rose nearly 1% today to close, with joy! The sectors and individual stocks showed a general upward trend, with 97 individual stocks in the two markets hitting the daily limit. Many sectors such as nonferrous metals, gas supply and heating, electricity, and electrical equipment have set off a wave of daily limit, while many large-cap bull stocks such as the pharmaceutical and new energy sectors have hit new highs. The market overall is improving, but there are also the strongest belief liquor stocks that have fallen, and the , Moutai , which has the largest A-share market value, also closed green. Semiconductor and insurance sectors also fell.
Who can replace liquor in the New Year’s Eve market? The rise of 2.6 times this year + nearly 3 times in 39 days. The answer is probably impossible to hide
In addition to the continued limit down of small and medium-sized brewing stocks, Dahao Technology, the "benchmark" that recently led the brewing stock market, also almost hit the limit down today. The continuous rise of brewing stocks may reversal at the medium-term level. Recently, the momentum of replacing brewing stocks in the two sectors has become increasingly obvious, among which there are long-term bull stocks with an annual increase of 2.6 times. Another monster stock that has risen nearly 3 times in 39 days is also the focus of the market.
Dragon and Tiger List : 72 million funds rush Runyang Technology. Institutions bought these 16 shares
On December 25, among the stocks on the Dragon and Tiger List, Runyang Technology had the largest net inflow of funds, with a net inflow of 72.371 million yuan. Data shows that the stock was listed on the day for the first time, with a first-day increase of 66.58%, and a full-day turnover rate of 63.71%. Specifically, Huatai Shenzhen Shennan Avenue net purchase was 47.3579 million yuan. Institutional participation in the Dragon and Tiger List involves 34 individual stocks, of which 16 were net bought by institutions, and Ganfeng Lithium was bought the most, at 93.9407 million yuan.
reviewed 101 stocks hit the daily limit: non-ferrous photovoltaics hit the daily limit frenzy, Zhengzhou coal-fired power banks for 6 consecutive times
December 25, the index shrank and rose throughout the day, individual stocks rose, nearly 100 stocks rose by more than 9%, and the market's short-term sentiment was high. On the market, cobalt, electricity, nonferrous metals and other sectors ranked among the top in the gains, while liquor, agriculture, food and other sectors ranked among the top in the declines. A total of 101 stocks hit the daily limit today, a sharp increase of 39 stocks from the 62 stocks hit the daily limit in the previous trading day. Among Shenwan’s 28 first-level industries, non-ferrous metals and utilities led the rise in the two markets. The
index shrank and rose throughout the day. 48 stocks including Great Wall Motors and Aier Eye Hospital hit a record high
On December 25, the Shanghai Composite Index closed at 3396.56 points, up 0.99%. According to data from Oriental Fortune Choice, 48 stocks hit record highs today. Among them, the individual stocks Great Wall Motors, Aier Eye Hospital, etc. Data shows that 149 individual stocks hit a record low during the trading session today, including Simei Media, etc.
evening news:
The State Council Tariff Commission announced the second exclusion list of goods imposed on the United States for additional tariffs
With the approval of the State Council, the State Council Tariff Commission announced the second exclusion list of goods imposed on the United States for additional tariffs. For six items in the "Announcement of the State Council Tariff Commission on the Second Exclusion List of goods imposed on the United States for additional tariffs" (Tax Commission Announcement [2019] No. 8), the exclusion period will be extended by one year. From December 26, 2020 to December 25, 2021, the tariffs imposed by me for countering the US 301 measures will continue to be excluded.
The Secretary of the Zhejiang Provincial Party Committee talks about strengthening anti-monopoly and preventing disorderly expansion of capital: One branch stands for one branch stands for one branch stands for one branch not spring, a hundred flowers bloom in spring. This anti-monopoly investigation is an opportunity to enhance the awareness of fair competition and anti-monopoly compliance of Internet companies, and it is also an opportunity to open up innovative, orderly and healthy development of the platform economy. All sectors of society in Zhejiang Province have extensive support and full of expectations for promoting the healthy development of the platform economy and online economy and maintaining a good Internet economic ecosystem.
China Securities Regulatory Commission: Accelerate the promotion of capital market informatization
China Securities Regulatory Commission spokesperson Gao Li said at a regular press conference on the 25th that the China Securities Regulatory Commission launched an over-the-counter product data information interface for the capital market. Gao Li said that the capital market's over-the-counter product data information interface mainly serves off-the-counter types such as quotation systems, and clarifies data requirements and product information, which are suitable for data exchange scenarios such as product registration and product sales. It is conducive to the efficient flow of product information between product issuers, product sales agencies, regulatory departments, information intermediaries, etc., and is conducive to the standardized collection of product information.
Shenzhen Stock Exchange: This week, Yuen Holdings, which had abnormal gains for many consecutive days, continued to focus on monitoring
Shenzhen Stock Exchange, from December 21 to December 25, the Shenzhen Stock Exchange took self-regulatory measures on 46 abnormal securities trading behaviors, involving abnormal trading situations such as during the session, false declarations, etc.; "Yen Holdings" with abnormal gains for many consecutive days, and took timely regulatory measures; a total of 9 major matters of listed companies were checked, and a clue of suspected illegal and irregular cases were reported to the China Securities Regulatory Commission.
is a big deal! Banking and Insurance Regulatory Commission has made a big move. New regulations on product sales of bank wealth management subsidiaries are here: third-party Internet platforms cannot sell on behalf of others! 20 trillion
On December 25, the China Banking and Insurance Regulatory Commission issued the "Draft for Soliciting Opinions", which further clarified the product sales of wealth management subsidiaries on the basis of continuing the previous sales requirements of bank wealth management. What impact does this regulation have on your purchase of bank wealth management products? Without the permission of the financial supervision and administration department, no non-financial institution or individual may directly or disguisedly sell financial products. This means that the current Internet platforms and most non-bank financial institutions are not yet able to engage in agency sales of financial products.
Regulatory regulations on bank deposit acquisition: no cooperation with third-party Internet platforms to absorb deposits
Recently, Internet platforms such as Alipay, Tencent Wealth Management, and JD Finance have removed Internet deposit products on sale to attract attention. Today, the reporter obtained a "Notice on Further Standardizing Several Issues in the Responsible Deposit Market" issued by a Banking and Insurance Regulatory Bureau in East China on December 24. The notice shows that the bureau clearly requires that all types of banking institutions under its jurisdiction shall not absorb deposits through third-party Internet platforms or cooperation with other third-party intermediaries. If cooperation has been carried out, the relevant deposit products will be removed from the shelves from now on and the cooperation will be terminated.
5G reshapes banking channels! The two major banks are trying out the "message-as-a-service" APP and WeChat channels are going to be outdated?
As the application of 5G technology continues to popularize, banks are also accelerating their layout of 5G services. Recently, the Bank of China WeChat official account released a message saying that the bank recently jointly launched a pilot platform for financial applications based on 5G messages with China Unicom , and launched the first batch of pilot projects of "5G message volunteers" in Hainan. With the large-scale application of 5G technology in 2020, banks including state-owned banks, joint-stock banks and city commercial banks have applied 5G to the digital transformation of banks, among which 5G message applications may become a new "entry" to help banks enrich online financial services.
. The People's Bank of China Deputy Governor Chen Yulu: All kinds of illegal and irregular behaviors in the bond market will be severely cracked down on
. On December 25, a regular briefing on the State Council’s policies was held. Chen Yulu, deputy governor of the People's Bank of China, said that the next step of the People's Bank of China will work with the Development and Reform Commission, the China Securities Regulatory Commission and other relevant departments to implement regulatory responsibilities, further strengthen the rule of law construction in the bond market, strengthen market discipline, and severely crack down on all kinds of illegal and irregular behaviors. At the same time, it also strengthens the information disclosure requirements of the bond market, improves the credit constraint mechanism and credit rating system, and promotes the healthier development of the credit system construction of the financial market, especially the bond market.
Moutai "hidden" the Shanghai Stock Exchange's "wordless heavenly book" regulatory letter has caused controversy, which may be related to the chairman's illegal disclosure incident
Last night, the Shanghai Stock Exchange issued an unusual regulatory work letter for Kweichow Moutai (SH: 600519). The regulatory letter stated that "the reason for handling" was "related matters", but did not give a specific explanation on the direction of "related matters". Kweichow Moutai not only did not explain the "related matters" being processed, but also did not announce the issue of the Shanghai Stock Exchange issuing a regulatory letter, which aroused dissatisfaction among many small and medium-sized investors.
hot sector stocks:
production capacity is in urgent need of emergency, and supply is severely tight! International electronic giants extend delivery, price increase may be ahead of schedule (with shares)
According to CECA's estimate, the global MLCC market size will reach US$13.1 billion in 2020. Among them, demand in the mobile communication field accounts for more than 50%, which is the largest application market. It is expected that the mobile phone and automotive markets will be the main source of growth in the future of the MLCC market. Passive components are the cornerstone of the electronics industry and are indispensable. With the improvement of domestic scientific and technological strength, there is more room for domestic substitution in the future. The sentiment of
stocks has rebounded significantly! How will the market move next week? Pay close attention to these targets,
Tianfeng Securities, said that the current spring restless warm-up phase is still in a volatile situation. It is expected that the market will continue to diverge next year, with the tug-of-war of economic recovery and currency tightening, and the main line of the core assets + economic cycle is laid out. The industry is optimistic: upstream and downstream of new energy vehicles, military industry, electronic semiconductors in the direction of technology manufacturing; pro-cyclical optimism about the logic of global price increase for commodities; pay attention to medicine when it is low.
cold winter effect has emerged! Coal stocks soared, electricity stocks took off, and nonferrous metal stocks also rose crazy!
CITIC Securities analyzed that the economy is improving, the temperature is low, and it is optimistic that the high growth rate of electricity consumption will continue. The thermal power companies have a solid performance foundation in the first three quarters, and the short-term increase in coal prices is expected to not change the attractiveness of expectations of high growth in the annual performance and high dividend yield under low valuations; the first batch of electricity annual long-term contract transaction electricity prices of eight provinces and cities in 2021 are stable and improving, narrowing the annual electricity price risk exposure ahead of schedule; leading companies increase their investment in wind and light installations to improve performance growth and valuation system, and the attractiveness of allocation is highlighted.
quotation once a record high a day. The downstream cannot get goods. What's wrong with this industry?
Huatai Futures Research Institute Black and Building Materials Group believes that it is expected that the increase in production capacity of float glass in next year will be very limited, but the profit will still be high, so the operating rate and capacity utilization rate are expected to be at a high level, with a slight increase in output. In terms of demand, it is expected that the real estate industry will accelerate construction, completion and sales to promote capital turnover. The automobile industry maintains a strong growth momentum. Glass demand is expected to be boosted, and prices still have phased upward momentum.
second in history! 590 billion leveraged funds entered the market. These stocks were exposed to buy
. As an important participant fund in the market, the every move of "leveraged customers" has always affected the sensitive nerves of the market. As of the close of December 24, the balance of margin financing and securities lending hit a new high, with a net increase of 590.1 billion yuan this year, the second highest in history, second only to 679.1 billion yuan in 2014. From the perspective of Shenwan’s first-level 28 industries, the industry with the largest net purchase of leveraged customers since this year is Pharmaceutical and Biological, with a total of 61.4 billion yuan. The second is the electronics industry, with net financing purchases reaching 54.8 billion yuan this year.
A shares are "going crazy"! The sharp adjustment of alcohol stocks is all caused by Moutai? Institutions support the high-end liquor market
On December 25, liquor stocks suffered another heavy blow in the early trading. Although there was a rebound in the intraday trading, 12 stocks closed down more than 4%, and 6 stocks including Huangtai Liquor , Lanzhou Yellow River, Huiquan Beer hit the limit.Is the drinking market over? Some analysts believe that the recent intensive pullback of liquor stocks is mainly due to the decline in third- and fourth-tier liquors, and the high-end liquor market is still worthy of favor. As the Spring Festival peak season approaches, high-end and sub-high-end liquors are ushering in a price increase. In addition, the base this year is low, and the performance next year is still highly certain.
Selected announcements for listed companies:
Kweichow Moutai : Moutai Group has accumulated plans to transfer 8% of the company's equity to Guizhou Province State-owned Capital Operation Company
Kweichow Moutai (600519) announced on the evening of the 25th that the Guizhou Provincial State-owned Assets Supervision and Administration Commission notified Moutai Group in 2019 to transfer its Kweichow Moutai 50.24 million shares held by it to the provincial state-owned capital operation company for free. The relevant transfer was completed on December 31, 2019. On December 23, the Provincial State-owned Assets Supervision and Administration Commission issued another notice to Moutai Group, requiring Moutai Group to transfer its Kweichow Moutai 50.24 million shares held by it to the provincial state-owned capital operation company for free. The two free transfers of shares accounted for 8% of the total share capital of Kweichow Moutai during the two free transfers.
Guangzhou Langqi : New 31.54 million yuan in account and actual amount
Guangzhou Langqi announced tonight that the company has evidence that the trading business has inconsistent inventory amount and other accounts and actual amounts of goods issued have reached 898 million yuan, with an additional 31.54 million yuan this time. The company is expected to transfer the above-mentioned 31.54 million yuan in inventory to the property profit and loss by the end of this year, and make corresponding impairment provisions.
Shanshi Net Science: Hongteng Intelligent and its joint actors have staked
Shanshi Net Science (688030) announced on the evening of December 25 that Hongteng Intelligent increased its holdings of Shanshi Net Science unrestricted circulating shares through centralized bidding and bulk transactions, accounting for about 2% of the total share capital of Shanshi Net Science. After this equity change, Hongteng Intelligent and Qihoo Technology hold a total of 9.01 million shares of Shanshi NetKe, accounting for approximately 5% of the total share capital of Shanshi NetKe.
Zhenghai Magnetic Materials: It is planned to invest in the construction of a high-performance neodymium iron boron permanent magnet material production base project with a production capacity of 18,000 tons in Rugao High-tech Zone. The project plans to invest in the construction of a high-performance neodymium iron boron permanent magnet material production base project with an annual production capacity of 18,000 tons. The project plans to invest about RMB 3 billion in fixed assets, and the annual sales of the project is expected to reach 3.8 billion yuan after all the projects reach production.
and Bang Bio: The subsidiary company plans to invest in the construction of an annual production of 8GW photovoltaic packaging materials and products project
and Bang Bio (603077) announced on the evening of December 25 that the company's wholly-owned subsidiary Wujun Solar Energy plans to invest about 3 billion yuan in Baisha Industrial Park, Jiangjin District, Chongqing to build an annual production of 8GW photovoltaic packaging materials and products project. The investment projects include the construction of a 1,000t/d photovoltaic packaging material production line and the construction of a 2GW photovoltaic module production line, a 900t/d photovoltaic packaging material production line and the construction of a 2GW photovoltaic module production line, a 4GW photovoltaic module production line and a supporting technology R&D center, waste heat power station, flue gas treatment system, public engineering system, etc.
Quanchai Power: The planned increase will not exceed 750 million yuan in fundraising
Quanchai Power (600218) announced on the evening of December 25 that the planned increase will not exceed 750 million yuan in fundraising, which will be used for the National VI series of engine intelligent manufacturing construction (Phase II) project, green casting upgrade and transformation project, hydrogen fuel cell intelligent manufacturing construction project, and supplement working capital. The issuance target is no more than 35 specific investors, including the company's controlling shareholder Quanchai Group.
Anheng Information: It plans to raise no more than 1.33 billion yuan for a fixed increase
Anheng Information (688023) announced on the evening of December 25 that the company plans to issue shares in private to no more than 35 specific investment targets, and raise no more than 1.33 billion yuan for 6 projects such as the R&D and industrialization of the Data Security Island Platform, the R&D and industrialization of the Internet-related crime investigation and crackdown service platform.
Shenkonka A: The subsidiary received 296 million yuan of government subsidies
Shenkonka A (000016) announced on the evening of December 25 that recently, the Bishan High-tech Industrial Development Zone Management Committee allocated a total of approximately 296 million yuan of industrial development funds to Chongqing Konka Optoelectronics Technology Research Institute Co., Ltd., which holds a total of 75% of the company's shares. The above subsidies are government subsidies related to daily business activities, and are directly included in other income in this period, which has a positive impact on the company's operating performance in 2020.
A stock market future market analysis:
Institutional discussion: Shanghai Index has one positive crossing four lines hidden secrets. The future market focuses on two main investment lines.
Technical level, the Shanghai Index has one positive crossing four lines, regaining the short-term moving average, and returning to above the 20-day line. The ChiNext Index stabilized and rebounded after exploring the 10-day line, recovering the 5-day line, but the two markets continued to shrink, which caused the index's rebound to have hidden dangers. If the future market cannot be supplemented, the index still has a chance of recurrence, but the general direction of the index fluctuates upward. Continue to pay attention to the operation opportunities of related stocks such as photovoltaics and wind power, cyclical industries, and new energy vehicle industry chains.
Bairuiying: The market recovers and rebounds, and market sentiment has rebounded. On the technical side, the Shanghai Composite Index has recovered the 6-day and 18-day lines. If the index wants to further rise, it needs to pay attention to the short-term small high of 3423 points. From the indicator perspective, although the daily line of the market's bottom-fishing and top-skipping indicator remains green, the time-sharing indicators have gradually turned red. Next, we can pay attention to whether the red column signal can be extended to the daily level to support the continuous recovery of the market.
Yuanda: Layout the turbulent market during the Spring Festival. How to grasp the main line of the market?
technical trend has a trend of repairing the short-term moving average. The 60-day moving average below supports obvious support. The holiday effect is only the game of existing funds. Coupled with the Friday effect, we pay attention to whether the 30-day moving average can break through volume in the short term. How to plan the Spring Festival market in advance has become the current focus, mainly these three major directions. In terms of pro-cyclical sectors, we will continue to recommend basic metals, energy metals, and basic chemicals. In terms of optional consumption, home appliances, cars, liquor, home furnishings, hotels, etc. are recommended.
Daily Information Investment Advisor: Volume can support. The two long styles coexist.
The loosening of funds will definitely form a pattern of water flowing to the lower level, implying that the market's long segment will also change. This change is not a day or night. For the time being, it should be a pattern of coexistence of two types of divisions. As for next week, as the winemaking and other sectors loosen, the market's funds will be diverted, and the market's long opportunities will be more.
Jufeng Investment Consulting: Not afraid of the drag of liquor, the bottoming out of A-shares will release an important signal
With the accelerated recovery of economic fundamentals and a reasonable abundance of liquidity, the logic of the market's positive trend has not changed, and the structural market is still worth looking forward to. In the short term, after the important meeting sets the tone and the overseas stimulus plan is implemented, market confidence is regained. With the Shanghai Composite Index high and the ChiNext rebound, the market's New Year's Eve and Spring Festival markets are eager to try, and sector rotation opportunities may continue.
Rongwei Securities Liu Sishan: The index fluctuates and strengthens, and the money-making effect of the new energy sector continues to explode
Overall, the market is still a structural market. The Shanghai Composite Index rebounded strongly today. Stocks in the two markets rose more and fell less, but the overall market capital still rallied. The concept of energy price increase and clean energy are the mainstream market in the near future. Pay close attention to the trends of high-standard stocks in this sector. Hot markets such as photovoltaics and lithium batteries may travel through this year.
50 first-class equity fund managers vote! They believe that the market will go like this next year
survey results show that nearly 70% of fund managers believe that the current valuation of A-shares is reasonable overall, but the structure is high, and will face convergence and differentiation in the future; nearly 16% of fund managers believe that the overall valuation is high and will face pressure to kill valuations next year; at the same time, nearly 16% of fund managers say that although the overall valuation of A-shares is high, it is more likely to maintain it next year.
A-share market evening report series:
December 24 A-share market evening report: Liquor stocks hit the limit! The sector's collective adjustment is still difficult to stop the securities companies from continuing to be optimistic about
December 23: The chips of the brewing sector are loosening? Funds are increasing their positions, targeting the two major industries,
December 22, A-share market Evening News: The market's deep pullback has increased significantly, which market signals have been released?
December 21st A-share market Evening News: It’s completely exploded! 11 times in two years. The first stock with a market value of 700 billion yuan on the ChiNext was born.
(Article source: Oriental Wealth Research Center)
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