On September 22, A shares opened low and rose and fell back to . All three major indexes fell slightly. Shanghai Composite 50 Index fell nearly 1%, hitting a new low in two and a half years. As of the close, the Shanghai Composite Index fell 0.27%, the Shenzhen Component Index fell 0.84%, and the ChiNext Index fell 0.52%. The two markets had a total transaction volume of 638.5 billion yuan, and northbound funds had a net sale of 3.649 billion yuan.
On the market, military stocks performed strongly, with Xiyi shares , Beihua shares , Sichuan Jiuzhou and other companies hitting the daily limit; software stocks performed actively, with China Software, Jida Zhengyuan , Nantian Information and other companies hitting the daily limit; secondary new stocks were sought after by funds and Liren Technology, which was called " electric pancake pan king" by the media for 5 consecutive boards; photovoltaics, agriculture, vanadium battery and other sectors rising and falling; tourism, traditional Chinese medicine, retail, automobile and vehicle sectors ranked among the top.
Focus stocks, "Traditional Medicine Mao" Pianzihuang fell by more than 7%; Zhongtong Bus, which hit the daily limit yesterday, hit the daily limit after responding to relevant false rumors; the sodium ion battery concept stock concept stock Chuanyi Technology, which posted a risk warning announcement last night, hit the daily limit; the automobile auto parts stock Zhejiang Shibao , which previously hit the daily limit for four consecutive days, fell by more than 9% today after hitting the daily limit yesterday.
The energy sector continues to perform strongly
Today, the traditional energy sector continues to perform strongly, and the coal sector performs more prominently, becoming the leader of the two markets. As of the close, the Wind coal index rose more than 3%, Shanmei International and Huayang Co., Ltd. rose more than 8%, Haohua Energy and China Coal Energy rose more than 5%, Pingmei Coal Co., Ltd. , Orchid Science and Technology Innovation , Shanxi Coal Coal, Shaanxi Coal Industry all rose more than 3%, China Shenhua and Yankuang Energy also increased by more than 2%.
The oil and gas sector also continued to be strong today. As of the close, Shaanxi Natural Gas rose 4.56%, Anhui Natural Gas and Sinopec rose more than 3%, and Guanghui Energy and China Petroleum rose more than 2%.
news, recently, Shanghai Jeneng Smart Electric New Energy Technology Co., Ltd., jointly invested by Sinopec, China Petroleum, SAIC Group , CATL and Shanghai International Automobile City Group, was officially established with a registered capital of 4 billion yuan. The company will take the power battery leasing business as the core and carry out business development and promotion of battery swap technology, battery operation management, big data services and other businesses. In addition, Sinopec repurchased 23.7 million A-shares for the first time on September 21, with an amount of approximately RMB 100 million.
Wind data shows that the main funds were inflowed into the coal sector today with net inflow of 1.739 billion yuan, and the net inflow of Huayang shares exceeded 500 million yuan.
lithium salt exceeded 510,000 yuan/ton lithium ore stocks fell
Today the lithium ore sector fell collectively. As of the close, Jiangte Motor and Zangge Mining fell by more than 2%, while Tibet Mining , Tibet Urban Investment , Rongjie Co., Ltd., Shengxin Lithium Energy, Ganfeng Lithium and others fell by more than 1%.
On the news, data released by Shanghai Ganglian shows that today's quotations of some lithium battery materials rose, with battery-grade lithium carbonate rising by 2,500 yuan/ton, with an average price of 510,000 yuan/ton; industrial-grade lithium carbonate 1,000 yuan/ton; lithium hydroxide rising by 3,500-5,000 yuan/ton; nickel beans rising by 3,800 yuan/ton; lithium manganate rising by 1,000-1,500 yuan/ton. In terms of lithium battery waste, scrapped ternary positive electrode sheets rose by 11,800 yuan/ton; ternary electrode sheet powder rose by 13,500 yuan/ton; ternary electrode sheet powder rose by 11,500 yuan/ton; cobalt oxide lithium electrode sheet powder rose by 12,800 yuan/ton.
Some analysis stated that although the supply and demand of the lithium salt market is still tight at present, and prices are easy to rise but difficult to fall, there are already concerns that "the high places are cold." Qu Yinfei, an analyst at Shanghai Ganglian, said: "The price of lithium salt reaches 500,000 yuan/ton, which is an important psychological warning line for the market."
Industry insiders said that the price of lithium salt in power battery raw materials continues to rise, resulting in a further increase in power battery production costs, which puts downstream vehicle manufacturers under pressure for profits.
Affected by this, the new energy vehicle sector ranked first in the decline list of the two markets. In addition to Zhongtong Bus hit the limit, Asia Star Bus , Jinlong Auto , GAC Group all fell by more than 3%, while selis, Changan Auto and Great Wall Motor also fell by nearly 3%.
Xinhualian Step trading "quasi-ground ceiling"
5Xinhualian, which fell more than 5% yesterday, hit the daily limit at the end of today, staged a "quasi-ground ceiling" with a transaction amount of more than 1.2 billion yuan. The stock fell sharply in the afternoon, with two cents falling to the limit. As of the close, Xinhualian rose 4.51%, with a full-day turnover rate of up to 18.7%, with an amplitude of nearly 20%.
Multiple central banks have interest rate hikes Japan "stands on the move"
Federal Federal hikes 75 basis points last night, after hikes of central banks have followed up today.
htmlOn September 22, the Qatar Central Bank announced that it would raise its main deposit interest rate by 75 basis points to 3.75%, increase the loan interest rate by 75 basis points to 4.50%, and raise the repurchase rate by 75 basis points to 4%. This is the fifth time the Qatar central bank has raised interest rates this year, and the interest rates of major deposits have been raised by 300 basis points.On the same day, the Swiss National Bank announced a 75 basis point rate hike, raising the policy interest rate from -0.25% to 0.5%, ending the negative interest rate policy that lasted for eight years, and the interest rate level reached a new high since December 2008. The Swiss National Bank said the need to further increase policy interest rates cannot be ruled out to ensure medium-term prices are stable.
In addition, the Philippines central bank raised the overnight loan interest rate by 50 basis points to 4.25%, in line with expectations. Norwegian Central Bank raises interest rates by 50 basis points, raising the interest rate from 1.75% to 2.25%, which is also in line with market expectations. The Indonesian Central Bank raised the 7-day reverse repurchase interest rate to 4.25% from 3.75%.
The Bank of Japan also announced its sixth interest rate resolution this year on the 22nd. Although Japan's domestic inflation has soared to a 31-year high, the Bank of Japan remains unchanged and maintains its policy interest rate at -0.1%. The Japanese government and the Bank of Japan entered the market to buy yen and conducted its first foreign exchange intervention since June 1998. After the Bank of Japan interfered in the foreign exchange market, the US dollar fell by nearly 350 points against the yen from its highs, at 142.82 as of press time.
On September 22, the Korean won against the US dollar closed at 1,409.7 won to 1 US dollar, down 15.5 won from the previous trading day, the lowest since March 2009. The yen exchange rate against the US dollar fell below 145 yen to 1 US dollar, hitting a new low since August 1998.
Russia and Ukraine exchanged detained personnel on a large scale
With the mediation of Turkey and Saudi Arabia , Russia and Ukraine carried out an exchange of nearly 300 people on September 21. This is the largest such operation in seven months since the Ukrainian crisis escalated.
According to reports, according to the agreement reached between the two sides, Russia released 215 Ukrainian soldiers, Ukrainian soldiers, pro-Russian Ukrainian citizens, and Ukrainian opposition leader Viktor Medveduck.
Yermak, director of the Ukrainian Presidential Office, said that during the prison exchange, Ukrainian opposition leader Medvedecuk has been handed over to Russia.
Yermak said that Ukraine used Medveduck to exchange 200 Ukrainian captured personnel and 55 Russian soldiers to exchange 5 Ukrainian commanders captured at the Azov Steel Plant.
There are five commanders of the Ukrainian soldiers released, including those who commanded the battle of Mariupol Azov Steel Plant. Media reports said that the soldiers will be uniformly transported to Türkiye for resettlement.
In addition, the Russian side also released 10 foreign mercenaries employed by Ukraine, including five British people, two Americans, one Moroccan , one Croatian and one Swedish. According to the arrangement, they will be transported to Saudi Arabia for temporary resettlement.
Russia said it would strike Ukrainian targets in Donetsk area and other places
local time on the 21st, Russian Ministry of Defense said that the Russian army attacked Ukrainian military personnel in Khlsong in area, Donetsk till the Ukrainian military personnel, tank and other targets. Russian air defense forces shot down several Ukrainian drones and intercepted the US-made "Haimas" multi-rocket launcher rocket and anti-radiation missile .
The General Staff of the Ukrainian Armed Forces stated that the Ukrainian army repelled the Russian attack in Kupiansk and other areas. The Ukrainian army also launched several air strikes on the Russian positions. In addition, Ukraine shot down several Russian drones and intercepted cruise missile .(The pictures in the article are all from Wind)
Edited by: Li Ruoyu Ya Wenhui
Picture edited by: Yin Jian