(Original title: Only 13 points short! The GEM index has caught up with the Shanghai Composite Index and hit a 6-year high. The Ningde era of “one brother” is quite impressive! These sectors have risen sharply)
May witness history today!
Stimulated by the positive stimulus of the central bank’s RRR cut last weekend, the A-share market opened higher in early trading today. The ChiNext index soared by nearly 4%, setting a new high in more than 6 years since the stock market crash in 2015, and the index has risen by about 200 since its low in 2019. %, leading the two markets to be bullish. It is worth noting that as of the noon close, the ChiNext Index is only 13 points away from the Shanghai Stock Exchange Index.
On the disk, the network security, phosphorous chemical, lithium battery, and tourism sectors ranked among the top gainers, while the coal, insurance, power, and petroleum sectors adjusted slightly. The net inflow of capital from northward is about 5 billion yuan.
It is worth noting that in the rising process of the ChiNext index, the Ningde era, the “one brother” of ChiNext, can be said to be the biggest booster. The Ningde era seems to have become the vane of new institutions, and stock prices continue to hit new highs.
Today’s Ningde era is still rising like a rainbow. As of the close of noon, the Ningde era has soared by 4.65%, with a total market value of 1.33 trillion, and is firmly ranked as the “one brother” in the Shenzhen market.
Looking back at history, it is not the first time that the Shanghai Composite Index has been overtaken by other important indexes. As early as June 15, 2005, August 2, 2007, and August 12, 2019, it was “Shanghai Stock Exchange Index” and “Shanghai Stock Exchange Index”. “Shenzhen 300” and “Shanghai Securities 50” overtook successively.
The high-prosperity sector continues to perform performance waves, and performance landmines are beginning to show up
The performance of the mid-term report is rushing to the mid-market. On the one hand, the pre-increasing shares continue to remain strong, on the other hand, the risk of performance landmines has gradually broken out. ZTE announced the 2021 semi-annual results forecast last weekend. It is expected to achieve a net profit of 3.8 billion to 4.3 billion yuan, a year-on-year increase of 104.6% to 131.5%, and earnings per share of about 0.82 to 0.93 yuan, which exceeded expectations. In the early trading, ZTE’s AH shares both opened and moved higher. H shares rose by more than 11%, and A shares closed their daily limit.
According to data from Baichuan Yingfu, the main domestic phosphorous chemicals such as monoammonium phosphate, diammonium phosphate and glyphosate are all in low inventory, and the spot supply is tight. International market demand is gradually released, and the price center is still expected to increase. This has also stimulated a substantial increase in the performance of listed phosphorus chemical companies. After Chuanfa Lomon announced that its interim report was expected to increase by about 6 times, another phosphorus chemical giant Xingfa Group also announced last weekend that it is expected to achieve a net profit of 1.1 billion yuan in the first half of 2021. -1.15 billion yuan, a year-on-year increase of 692% -728%. In early trading, Xingfa Group had a strong daily limit. Chuanfa Lomon also opened high again and rose for the sixth consecutive day. Driven by the rapid rise of leading stocks, the phosphorous chemical sector once soared by more than 8% in early trading, setting a record high. It has risen by more than 50% since it bottomed out in May.
If there is another sector that can rival the phosphorus chemical industry, it is the lithium battery sector. In the ultra-high boom of new energy vehicles, the demand for power batteries has surged, and the price of the main raw material lithium hexafluorophosphate has been rising all the way, rising more than 4 times from the low point. Lithium battery stocks are also large-scale pre-earnings. According to Wind data statistics, as of today, among the lithium battery concept stocks, 44 listed companies have issued interim performance forecasts, of which 37 are pre-happy companies, with a pre-happy rate as high as 84 %, one of the industry sectors with the highest pre-happy rate.
As a result, the lithium battery sector has stepped out of its independent market, and the sector index has repeatedly hit record highs. In today’s morning trading, the lithium battery sector continued to move higher. It rose by more than 5% during the intraday trading session and hit a new record high. This is also the seventh time that it has set a new historical record in 8 trading days since July. More than 20 stocks such as Shengxin Lithium Energy, Kodali, Jiangsu Cathay Pacific, etc. rose by more than 10%.
When investors enjoy the excess returns brought about by the performance wave, they should also pay attention to the ugly appearance of performance landmines. Perfect World issued an announcement last weekend that it is expected to achieve a net profit of 230 million yuan to 270 million yuan in the first half of the year, a year-on-year decrease of 81.9% to 78.75%. Regarding the decline in net profit, Perfect World said that it was mainly due to the impact of the epidemic last year, and the game performance formed a high base. As the epidemic gradually subsided, the flow of main products showed a natural decline. In addition, in order to optimize the layout of overseas games, the company has shut down some overseas game projects that did not meet expectations this year, and related items such as preliminary research and development expenditures and shutdown costs have caused a one-time loss of approximately 270 million yuan. In the morning, Perfect World opened lower and moved lower, with a limit of several times during the session. As of midday’s close, it fell 9.74%, a record low for many years.
Governing network security with heavy blows, concept stocks soared
Since the Didi Incident, relevant state departments have repeatedly made great efforts to control network security. Last weekend, the Office of the Cyberspace Administration of China issued a notice on the “Cyber Security Review Measures (Revised Draft for Solicitation of Comments)”. Among them, operators with personal information of more than 1 million users must apply for a cyber security review to the Cyber Security Review Office when they go to foreign markets.
According to Xinhua News Agency, recently, the National Computer Virus Emergency Response Center recently conducted Internet monitoring and found that 18 mobile applications had privacy violations, violated the relevant provisions of the Cyber Security Law, and were suspected of collecting personal privacy information beyond the scope. They will be taken against them. Announce rectification and other handling measures.
The country’s governance of cyber security has led to continuous sharp declines in the share prices of related online companies. Hong Kong stocks such as Tencent Holdings, Baidu Group, Alibaba and other online technology companies have recently repeatedly hit new stage lows, causing the Hang Seng Technology Stock Index to plummet from its high point. 30%. On the other hand, it stimulated a sharp rise in cybersecurity-related stocks. In today’s morning trading, the A-share cybersecurity sector opened high, with the sector index rising 5.25%, Zhaori Technology, Renzixing’s 20% daily limit, Weishitong, Venustech, Guohua.com More than 10 stocks in Ann et al. also have a strong daily limit or rose by more than 10%.
Dongguan Securities stated that from a series of actions such as the recent regulatory authorities’ launch of cyber security reviews of multiple companies and the issuance of the “Cyber Security Review Measures (Revised Draft for Solicitation)”, the regulator’s responsibility for the safety and security of core important data and personal information The emphasis on risks such as exiting the country has continued to increase. In the medium and long term, driven by policies and new business formats, it is expected that domestic network security demand is expected to continue to be released, with room for growth of 100 billion yuan. It is recommended to pay attention to Venus Star, NSFOCUS, Qi’anxin-U, Sangfor, etc. on the subject.
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