Today, the two cities were weak and fluctuated. In the afternoon, the Shanghai Composite Index once fell by as much as 1%, and rebounded again in late trading. As of the close, the three major stock indexes all closed down. On the disk, the robot sector has set off a rising tide, the real estate-related industry chain has broken out again, branches such as home appliances have risen, major financial sectors such as banking and insurance have performed strongly, and new energy tracks such as lithium batteries have ushered in adjustments. Overall, individual stocks in the two cities rose and fell evenly. The market turnover exceeded 1 trillion yuan for 8 consecutive days, and foreign capital fled slightly more than 1 billion yuan today.
This afternoon, Hong Kong coal stocksSouth-South ResourcesThe increase was over 1600% at one point. The company announced last night that it expects to record a consolidated profit after tax of approximately HK$66 million for the year ending March 31, 2022, and a consolidated loss after tax of approximately HK$2.208 million for the fiscal year 2021. According to the data, Nannan Resources is an investment holding company mainly engaged in the mining and sales of coal.
Convertible bonds were temporarily suspended today. Zhongda Convertible Bonds and Tongguang Convertible Bonds were temporarily suspended for the second time during the session. Profit convertible bonds rose by more than 22%, and the temporary suspension was triggered earlier.
Specifically, the real estate-related industry chain broke out again. Cinda Real Estate and other stocks rose by the daily limit, Nanshan Holdings, CCCC Real Estate and other stocks rose, and in the home appliance sector, Skyworth Digital, Ecovacs and other stocks rose.
Big financial sectors such as banking and insurance performed stronglyChina Life InsuranceSoaring more than 4%. Chinese People’s Insurance,China Pacific Insurance,Hangzhou Bank,Postal Savings BankWait for stocks to move higher.
The concept of A-share robots continued to strengthen, with more than ten stocks such as Meher and Kelai Electromechanical rising to the daily limit. On the news surface, Musk said that he will launch the Optimus (“Optimus”) prototype, and hinted that this Tesla AI Day will be shocking.
In terms of individual stocks in focus, Shenzhen Zhonghua A staged a trend of sky-to-floor and floor-to-ceiling in intraday trading. The stock opened at the daily limit, and then quickly fell to the lower limit, and the consolidation was raised to the daily limit again, with a gain of more than 2% as of the close.
Jitai shares rose by the daily limit again today. So far, the stock has risen by the daily limit for 8 consecutive trading days, and the cumulative increase has doubled. According to the investor relations activity record sheet disclosed by the company, the company recently released a brand-new new energy vehicle power battery glue product.
Zhejiang ShibaoOnce again the daily limit, out of 7 consecutive boards, the company’s controlling shareholder Zhejiang Shibao Holding Group Co., Ltd. once reduced its 2% stake through a block transaction on June 20, 2022.
From the perspective of individual stocks, the two cities rose by 1695, fell by 2847, and 185 rose unchanged. A total of 63 stocks in the two cities rose by the daily limit, and a total of 14 stocks fell by the limit.
As of the close, the Shanghai Composite Index fell 0.26% to 3306.72 points, with a turnover of 471.8 billion yuan; the Shenzhen Component Index fell 0.51% to 12423.86 points, with a turnover of 608.1 billion yuan. The ChiNext Index fell 0.63% to 2,692.98 points.
capital trends
The net outflow of northbound funds was 1.063 billion throughout the day. Judging from the trend of the main funds, today’s main funds are mainly rushing to raise funds for general steel, computer equipment, automation equipment, etc., and the top stocks with the main net inflows include Baotou Steel, Chengchang Technology, Changan Automobile and other stocks.
Highlights Review
1. Wuhan: Residents with registered permanent residence in this city who already have 2 houses in the restricted area can purchase an additional house
It was learned from the Wuhan Real Estate Trading Center that since June 20, the new housing purchase policy in Wuhan has been adjusted again. The staff of Wuhan Real Estate Trading Center said that residents with registered permanent residence in the city who already have 2 sets of houses in the restricted area can buy one more house. The implementation of this policy will last until December 31, 2022. For non-resident households who purchase ordinary housing for the first time in the restricted area, the period for paying social insurance or personal income tax in Wuhan has been adjusted from one year to a total of six months within three years.
2. Personal pensions may be able to purchase financial products through brokerages. Several leading brokerages are piloting
According to a reporter from the Securities Times today, securities companies are expected to sell personal pension financial products on an agency basis in the future. It is reported that a number of leading brokerages may be identified as one of the first pilot institutions. However, whether this news will finally come to fruition remains to be seen in a regulatory announcement. If it goes well, it means that personal pensions can buy and sell financial products such as wealth management and funds through the brokerage system. It is reported that a number of securities companies have written pilot programs. According to the regulations, the upper limit of individual pension is 12,000 yuan per person per year.
3. China Coke Association: Comprehensive production restriction and suspension of coal purchases
The Market Committee of China Coking Association held the June market analysis meeting by video on the afternoon of June 20. Major coking enterprises in Shanxi, Hebei, Inner Mongolia, Shandong, Jiangsu, Shaanxi, Jiangxi, Guizhou and other places participated in the meeting. The participating companies agreed to adhere to the principle of not producing at a loss and not selling if there is no profit, limiting production in an all-round way and suspending coal purchases; tilting shipments to supply limited resources to customers with good reputation; sticking to the advance collection policy unswervingly.
4. Ministry of Industry and Information Technology: Dairy production enterprises should further strengthen the construction of milk source bases
On June 17, the Consumer Goods Industry Department of the Ministry of Industry and Information Technology organized a symposium on milk source construction in the dairy industry in the form of online and offline integration. The Consumer Goods Industry Department introduced the background of the meeting and asked dairy product manufacturers to further strengthen the construction of milk source bases, and through the establishment of a close interest linkage mechanism with upstream pastures and dairy farmers, strengthen upstream and downstream collaboration and benefit sharing in the industrial chain, and promote the continuous development of the dairy industry. healthy growth.
5. E Fund Quality Momentum, a subsidiary of well-known fund manager Chen Hao, has raised over 3 billion in three-year holdings
It has been learned from a number of sources that as of 2:00 pm, the three-year holding and raising scale of E Fund Quality Kinetic Energy, which is to be managed by a well-known fund manager, has exceeded 3 billion yuan, which is the active equity product with the highest raised share since the second quarter. The fund has been issued through all channels since June 20, with a cap of 10 billion yuan.
market outlook
1、CITIC Securities: The reappearance of the A-share slow bull market during the year can be divided into three stages
The CITIC Securities Research Report pointed out that with the effective prevention and control of the domestic epidemic, policies have jointly supported the rapid recovery of the economy, external risk pressures have eased, and the A-share slow bull has reappeared. The market during the year can be divided into three categories: emotional calm, valuation restoration, and valuation switching. stage, the current market is in the second stage. The second stage is the valuation repair period from June to August. The rhythm is affected by the performance differentiation of the interim report and the peak of the lifting of the ban on the Science and Technology Innovation Board, and the structural growth of manufacturing, consumption, and medicine is rotated.
2. Tianfeng Securities: In the third quarter, the A-share market is expected to usher in a wave of reversal under the state of “a hundred flowers blooming”
The logic of this round of rising is the superposition of two factors of policy and valuation. Looking forward, steady growth is still the main line of investment in the third quarter. It is expected that in the third quarter, the A-share market is expected to usher in a wave of reversal in the state of “a hundred flowers blooming”.
3. Changjiang Securities: A-shares have become one of the most attractive asset classes
Changjiang Securities Research Report pointed out that A-shares have become one of the most attractive major asset classes. The key to the A-share market in the second half of the year is to confirm the position of the economic cycle and the state of currency liquidity. We believe that both are beneficial to A-shares. From the perspective of demand and supply, we recommend investors to pay attention to the following five clues: the second surge in the inflation chain, the revaluation of valuation after clearing, the month-on-month improvement in the performance end, the bottoming out of the real estate chain, and the gradual recovery of consumer goods.
4. Shanxi Securities: In the short term, there is a high probability that A shares will be mainly adjusted by shocks
Shanxi Securities pointed out that in the short term, there is a high probability that A-shares will be mainly adjusted by shocks, and in the medium and long term, there will be a basis for harvesting structural market conditions. In the short term, the upward momentum is insufficient, and the downward easing supports the bottom. The narrowing or even inversion of the interest rate gap between China and the United States may be detrimental to the denominator, which will put pressure on A-shares. However, the domestic currency maintains the consistent style of “me-based” during the economic downturn, and the recent clear signal of overweight easing can effectively hedge. This pressure keeps the risk-free interest rate low. More impacts may come from the fluctuation and adjustment of the risk premium of market investors, the downward pressure on US stocks in the follow-up process, the deterioration of US economic data, the start of tightening by non-US central banks or It will make the market risk appetite lower, which will temporarily intensify the downward pressure on A-shares.
This article is edited from “Tencent Selected Stocks”, Zhitong Finance Editor: Yang Wanlin.
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