Hang Seng Pharmaceutical Stocks broke out, Shanghai Index Pork Stocks soared; domestic Tesla was exposed to no knee air bags

Hong Kong and U.S. Stocks:

【Stock market close on January 10】

Hong Kong's Hang Seng Index closed up 253.16 points, or 1.08 percent, at 23,746.54 points

The Hang Seng Technology Index closed up 121.59 points, or 2.21 percent, at 5625.50 points;

The red-chip index closed up 22.22 points, or 0.55 percent, at 4,074.21 points.

【Southbound funds have bought Tencent for 4 consecutive days, accumulating more than HK$4.5 billion】

On January 10, 丨nanxia funds bought a net purchase of HK$3.157 billion today, which was a net purchase for 4 consecutive days. Tencent Holdings, Sunac China and China Mobile received net purchases of HK$838 million, HK$569 million and HK$359 million respectively. CR Power's net sales ranked first with HK$377 million. Note: Southbound funds have been net buying Tencent for 4 consecutive days, accumulating HK$4.528 billion.

【Hong Kong stock review: the three major indexes rebounded for 3 consecutive days, technology stocks rose, and pharmaceutical stocks broke out collectively】

On January 10, Hong Kong stocks rebounded continuously, with the Hang Seng Index up 1.08%, the National Index up 1.63%, and the Hang Seng Technology Index up 2.21%. The net inflow of funds from the south was HK$4.256 billion, and the turnover of the market was HK$138.7 billion.

On the disk, pharmaceutical stocks broke out collectively, Internet pharmaceutical stocks led the rise, Traditional Chinese medicine stocks, biotechnology B stocks rose together, Jingdong Health, Ali Health rose by more than 10%, the rise in the forefront of the market; pork concept stocks, agricultural stocks, medical beauty concept stocks, catering stocks have gone higher; the news said that the Guangdong Provincial Government called a meeting of housing enterprises to promote project mergers and acquisitions, domestic housing stocks and property management stocks rose again, Shimao Group rose more than 19%; large technology stocks continued to rebound, Kuaishou rose more than 10%, Tencent rose 2.3%, NetEase, Meituan, Baidu, Xiaomi rose more than 1%.

On the other hand, home appliance stocks performed the weakest, power stocks, port shipping stocks continued to pull back, and military stocks and oil stocks shrank throughout the day.

【The property management sector accelerated its rise, and sunac services, Jinke services and other stocks rose by more than 10%】

On January 10, the tail plate of the property management sector accelerated its rise, with Shimao Service, KWG Youhuo, Sunac Service and Jinke Service all rising by more than 10%, and Times Neighborhood, Country Garden Service and Binjiang Service rising by more than 8%. CITIC Securities said that the continued efforts of blue-chip companies and the landing of new leaders in the capital market will help alleviate the market's concerns. The adjustment of the sector has been sufficient, and some companies have significant investment value and are optimistic about Jinke services and other stocks.

【Domestic housing stocks continue to strengthen Shimao Group (0813.HK) rose more than 11%】

On January 10, Hong Kong domestic housing stocks continued to strengthen, Shimao Group (0813.HK) rose to 11.49%, China Aoyuan rose nearly 10%, Agile Group rose more than 8%, Sunac China, SOHO China, Shenzhen Holdings rose more than 3%, Kaisa Group, Xuhui Holding Group and so on have risen.

A股：

【January 10 stock market close】

China's Shanghai Composite Rose 13.98 points, or 0.39 percent, at 3593.52 points;

China's Shenzhen Component Index rose 63.32 points, or 0.44%, to 14406.97 points;

China's CSI 300 index rose 21.68 points, or 0.45%, to 4844.05 points;

China's ChiNext index fell 1.19 points, or 0.04%, to 3095.69 points;

【Northbound funds net purchase of Yili shares 365 million yuan, net sale of Oriental wealth 425 million yuan】

On January 10, northbound funds bought a net of 4.758 billion yuan today. Among them, Yili Shares, China Merchants Bank and WuXi AppTec received net purchases of 365 million yuan, 361 million yuan and 253 million yuan respectively. Oriental Wealth, Vanke A and Aier Ophthalmology were net sold for 425 million yuan, 223 million yuan and 214 million yuan respectively.

[A-share closing review: Shanghai index ended four consecutive declines up 0.39%, pork, new crown testing concept rose sharply]

On January 10, the three major indexes rose and fell, the Shanghai index ended four consecutive declines, closing up 0.39% at 3593 points, the Shenzhen component index rose 0.44%, and the ChiNext index fell 0.04%, the fifth consecutive trading day of decline. The two cities rose 3060 shares, 1390 shares fell, the daily turnover exceeded one trillion, and the northbound funds bought a net of 4.758 billion. Most of the industry sectors rose, agricultural stocks performed prominently, and the concept of chicken and pork led the rise; pharmaceutical stocks generally rose, with the concept of new crown testing, CXO, and biological vaccines soaring; the automotive industry chain stocks were active, real estate stocks made many efforts in the intraday, and Shimao shares and other stocks rose and stopped; coal, telecom operations, software services and other sectors rose in the front. New energy power stocks continued to fall, and concepts such as wind energy and photovoltaics fell ahead.

【Feed stocks strengthen, feed prices usher in a wave of price increases in the new year】

On January 10, feed stocks strengthened, and Jinxinnong, Hefeng shares and other strong ups and downs.

In the past 2021, feed prices have experienced many price increases, constantly refreshing historical prices. Last week, the average price of soybean meal was about 3550-3630 yuan / ton. Due to the small number of soybean arrivals and the reduction in oil mill operations, the output and inventory of soybean meal have decreased, supporting the price of soybean meal; the average spot price of corn last week was about 2708 yuan / ton.

Due to the impact of multiple factors such as the price increase of feed raw materials, recently, a number of feed companies announced price increases, of which poultry feed generally rose by 50 yuan / ton. Feed companies such as Kunming Special Drive, Yunnan Dabeinong, Qujing Liyuan and other feed companies announced that pig feed rose by 50-100 yuan / ton.

【Semiconductor sector continues to rise】

On January 10, Feikai Materials previously rose to a stop, Juchen shares rose more than 9%, Minde Electronics, Guoke Micro, Qingyi Optoelectronics, Anlu Technology followed suit.

Company Trends:

[Rumors that Tencent will acquire game mobile phone company Black Shark for 2.7 billion yuan, borrowing zero experience company to create a meta-universe VR hardware entrance? 】

On January 10, according to 36Kr, citing multiple independent sources, Tencent intends to acquire game mobile phone company Black Shark Technology at a purchase price of around 2.6-2.7 billion yuan. After the acquisition of Black Shark, the focus of its business will be transformed from the overall transformation of game phones to VR manufacturing, and create a VR hardware content entrance for Tencent.

Some people believe that the acquisition of Black Shark and its transformation into a VR company is an important step for Tencent to lay out the metacosm through hardware. But it is worth noting that Black Shark Technology has never had relevant experience in VR manufacturing before.

[The Shihui Group was fined 300,000 yuan for unfair competition, and was punished three times in one year for this]

According to the information of the Tianyancha APP platform, the date of punishment in this article is January 3, 2021, and the type of illegal act is the first paragraph of Article 8 of the Anti-Unfair Competition Law of the People's Republic of China.

The specific reason for the penalty in this article is the specific reason that after the consumer places an order and pays successfully, the parties concerned do not ship the goods due to quality problems in the goods, the wrong number of goods on the shelves of the merchant, etc., nor do they reissue and cancel the order.

It is worth mentioning that this is not the first time that the Ten Hui Group has been punished for anti-monopoly competition. On March 3, 2021, the Shihui Group was punished with a maximum penalty of 1.5 million yuan for "disposing of fresh commodities, seasonal commodities, backlogged commodities and other commodities in accordance with the law, in order to crowd out competitors or monopolize the market, dumping at prices below cost, disrupting the normal production and operation order, and harming the legitimate rights and interests of other business operators".

【Online rumors on the toilet will have HR step by step, Pinduoduo began to dramatic layoffs at the end of the year? 】

According to online transmission, some Pinduoduo employees said that before the completion of the layoff documents, HR did not allow them to return to the workstation, wanted to call or consider only staying in the conference room, and even went to the toilet, HR would follow step by step, until the documents were signed before they could be "released"...

According to the information currently transmitted on the Internet, Pinduoduo is suspected of being squeezed. For example, pinduoduo's layoff probationary period has no compensation and is the last to leave; regular employees with performance of more than 80 points will be given N+1; the company's layoffs and employee negotiation process is dramatic.

In the workplace social vein, some Pinduoduo employees said, "In the past month, several old brothers in the group have revealed that their colleagues have encountered the same form, the same day notice on the day does not give consideration time, n + 1 compensation, the time is also very good, just the end of the year." ”

Another Pinduoduo employee said that "there is indeed a thing.". At present, the public opinion about pinduoduo's layoffs continues to ferment, and on the afternoon of January 10, it was once on the zhihu hot search.

As of now, Pinduoduo has not responded to this matter.

[Domestic Tesla was exposed to reduce the allocation, no knee airbags, customer service said that the role is not large]

Recently, the network rumors that the domestic Tesla is not equipped with knee airbags, but the overseas version of Tesla does. Tesla's customer service response confirmed that The domestic Tesla is indeed not equipped with knee airbags, but it has passed the C-NCAP (China New Car Evaluation Rules) 2021 crash test and meets the standards, which can still ensure the safety of car owners.

Recently, Tesla owners have uploaded videos to confirm whether the domestic version of Tesla is equipped with knee airbags, because the Tesla crash test videos and other information he obtained show that the overseas version of Tesla is equipped with knee airbags (Europe is currently the same as the export of domestic models).

And the industry said that Tesla models will be treated equally in terms of safety performance regardless of the configuration of the version, and regardless of the price of the vehicle, the domestic version of the model will not reduce the number of air bags.

【Evergrande Group leases back the Shenzhen headquarters building and moves the headquarters back to Guangzhou】

According to reports, Evergrande Group has moved away from the Shenzhen headquarters building, and the sign of the Shenzhen headquarters building "Evergrande Group" has also been demolished. According to people familiar with the matter, Evergrande Group has withdrawn from the building in December 2021 and moved its headquarters back to Guangzhou.

[Wanda Real Estate once again "moved the knife" organizational structure, and the four major regions merged into two major regions]

According to the media, Wanda Real Estate Group, a subsidiary of Wang Jianlin, recently adjusted its organizational structure again, integrating the original four major areas of the eastern, western, southern and northern districts into two major regions of the southern and northern districts, and with the adjustment of the organizational structure, the personnel will be optimized. According to people familiar with the matter, "Wanda Real Estate plans to complete the overall structural adjustment before the Spring Festival and further concentrate the management power." ”