A shares came out of a V today. In the morning, several major indexes have pulled back, the Shenzhen Component Index and the ChiNext Index once fell by about 1% intraday, stopped falling in the afternoon and rebounded, and the Shanghai Index turned red near the end of the session. The northbound funds that entered the market on Friday reversed today, with net sales of more than 5.7 billion yuan in the whole day.
The Hong Kong stock market also weakened collectively, although it also rose to varying degrees in the afternoon. As of the close, the Hang Seng Index fell 1.17%, hang Seng Technology fell 2.42%; technology, automotive, pharmaceutical and other sectors fell in the front. Alibaba Health fell more than 9%, Kuaishou fell more than 7%, Xiaopeng Automobile and Ideal Automobile fell more than 5%, Bilibili fell more than 4%, and Meituan fell more than 3%.
It is worth noting that the renminbi suddenly rose more than 300 points in a straight line during the intraday afternoon today, and then fell back.
Major Asia-Pacific stocks were higher across the board, with the Nikkei 225 up 0.98% at 27001.52, the South Korea Composite up 0.31% at 2647.38, australia's S&P 200 up 0.05% at 7148.9, and New Zealand's S&P 50 up 0.54% at 11267.39.
Europe's three major stock indexes opened higher and went higher, and as of press time, the German DAX index rose about 1.3%, the British FTSE 100 index rose 0.8%, and the French CAC40 index rose 0.6%.
The renminbi suddenly pulled out in the intraday
It is worth noting that during today's session, the exchange rate of the onshore and offshore yuan against the US dollar suddenly rose in a straight line.
Specifically, the exchange rate of the renminbi against the US dollar once rose by about 300 points intraday, rushing as high as 6.6501, and then gradually falling back.
The offshore yuan rose about 400 points against the dollar intraday, reaching a high of 6.6551, and then gradually fell back.
Monkey pox concept two A shares 20cm up and down U.S. stocks related concept pre-market surge
Monkeypox concept stocks rose collectively, as of the close, Youningwei, Zhijiang Biological "20cm" up and down, Shengxiang Biological rose 15.8%, Shuoshi Biological rose more than 10%, Daan Gene rose more than 7%, Kaipu Biological rose 6%.
On the news side, the World Health Organization issued a monkeypox outbreak warning on May 21, saying that in view of the fact that cases have been found in a number of countries that are not endemic to monkeypox virus, it is possible to find more cases in these countries and other countries in the future, and the monkeypox virus will spread further. In addition, according to the CCTV news comprehensive "Guardian" and British local media reported on the 22nd, the British Health Security Agency recommended that anyone who has had close contact with or co-residence with a confirmed case of monkeypox should self-isolate for 21 days. Previously, the Belgian health department issued a statement on the 19th local time, requiring monkeypox cases to self-isolate for 21 days. The country thus became the first country in the world to require monkeypox cases to self-isolate.
Some institutions said that monkey pox cases have been found in many countries, and short-term related testing reagent companies may have thematic investment opportunities.
At present, Zhijiang Biology, Shengxiang Biology, Daan Gene, Shuoshi Biology and many others have said that there are monkeypox virus nucleic acid detection kits.
According to the "Science and Technology Innovation Board Daily" news, Zhijiang Biology told the reporter at the performance briefing that the company's monkeypox virus nucleic acid detection kit has recently received orders from Portugal, Spain, the Czech Republic, the United Arab Emirates and other overseas countries, as well as some domestic customs, disease control emergency reserves and scientific research orders. Zhijiang Bio said that the company's existing monkeypox virus kit products have sufficient material reserves, and if the subsequent demand expands, it will quickly adjust the production plan to meet customer demand according to the order situation. It is worth noting that Youningwei said today that the Special Coriveray sold in the company's mall is a product used in the field of scientific research, which is an ODM product of the company's Episin, which is not a self-produced product. The product is only used in scientific research and is not a clinical drug product. At present, the above products contribute very little to the company's revenue.
Related concept stocks also surged before U.S. stocks, with SIGA Technologies up nearly 28 percent and more than 40 percent on Friday. Chimerix was up more than 22 percent, Tonix Pharmaceuticals was up nearly 19 percent, Inovio Pharmaceuticals was up about 15 percent, and Emergent BioSolutions was up more than 9 percent.
The mainland promotes the implementation of the cultural digitalization strategy The concept of intellectual property rights has exploded
Boosted by favorable policies, intellectual property concept stocks broke out, and many stocks such as Reader Culture, Zhongyuan Media, Kangchen Pharmaceutical, Borui Communication, Zhongguang Tianxue, Dragon Edition Media, People's Network, and China Media Holdings rose and fell; the NFT concept also strengthened, and Zhejiang Digital Culture and Wind Language built up and down.
Recently, the General Office of the CPC Central Committee and the General Office of the State Council issued the Opinions on Promoting the Implementation of the National Cultural Digitalization Strategy. The "Opinions" make it clear that by the end of the "14th Five-Year Plan" period, the cultural digital infrastructure and service platform will be basically built, the data centers of various cultural institutions will be basically connected, the digital layout of the cultural industry will be basically completed, the digital construction of public culture will leap to a new level, and a cultural service supply system of online and offline integration and interaction and three-dimensional coverage will be formed. By 2035, a national cultural big data system with physical distribution, logical association, fast link, efficient search, comprehensive sharing, and key integration will be built, and the digital productivity of culture will develop rapidly, the chinese cultural panorama will be presented, the digital achievements of Chinese culture will be shared by the whole people, and the outstanding innovation achievements will be well-known at home and abroad.
In March 2021, the "Implementation of the Strategy for digitization of the cultural industry" was officially written into the outline of the 14th Five-Year Plan. New technologies and new means have driven the transformation and upgrading of traditional business formats, the cultural field continues to stimulate creative inspiration, publishing, cultural tourism, live broadcasting, short videos, etc. are booming in the form of digital technology and the Internet, and new forms such as cloud exhibitions have gradually become the norm. The agency said that the issuance of the "Opinions" has provided an effective impetus for further promoting the implementation of the national cultural digitalization strategy.
Guojin Securities said that with the introduction of new infrastructure policies, related artificial intelligence, 5G, data center construction, etc. have become the technical basis for driving the development of cultural industries. The implementation of the digital strategy of the cultural industry and the high-quality development of the digital cultural industry are expected to create new online and offline consumption scenarios, promote the rejuvenation of traditional industries, stimulate the potential of cultural consumption, enhance national self-confidence and enhance the soft power of national culture.
Sichuan lithium mine auction high price transaction detonated the concept of lithium ore
The lithium mine concept performed brightly, With Tibet Everest and Tibet Mining rising and stopping, Tianqi Lithium rising more than 8%, Jinyuan shares and Zangge Mining rising nearly 7%, and Tibet City Investment, Salt Lake Shares, Rongjie Shares and so on rose by about 6%. On the news side, on May 21, the 54.2857% equity auction of Yajiang County Snowway Mining Development Co., Ltd. held by Chengdu Xingneng New Materials Co., Ltd. held on the Jingdong auction platform was sold for 2 billion yuan.
It is reported that the subject of this auction, Snowway Mining owns the Delalongba Lithium Mine, which is one of the top lithium mine projects in Sichuan Province, according to the "Sichuan Province Yajiang County Delaomba Lithium Mine, Quartzite Mine Detailed Investigation and Prospecting Rights Assessment Report", the mine holds Li2O resource reserves of 293,000 tons, equivalent to lithium carbonate equivalent of 724,000 tons, which belongs to the super large lithium mine. Located in the methyl card mining area, dela nongba lithium mine is adjacent to the methyl card no. 134 vein of Rongjie Co., Ltd. and the Tsola lithium mine of Tianqi Lithium, and there are newly discovered mines such as X03 and wood wool lithium mine, which is one of the most abundant areas of lithium mineral resources in Sichuan and even Asia.
The prospecting rights of the Delaomba lithium mine held by Snowway Mining expired in June 2021 and are currently being retained. Snowway Mining has undergone a number of equity changes in its history, and it is expected that the future process of prospecting rights retention and mining rights applications will be complicated. According to relevant reports, if the amount of debt is considered, the total consideration of 54.3% of the equity of Snowway Mining in this auction will reach about 2.9 billion yuan, equivalent to a single ton of lithium carbonate transaction price of about 7380 yuan. The consideration for this transaction far exceeds the price in other mergers and acquisitions in the lithium industry since 2021, and the premium is significant.
CITIC Securities pointed out that the high premium transaction of Snowway Mining shows that the competition for lithium resources is unprecedentedly fierce under the background of lithium prices at historically high levels. Under the influence of the increasingly complex overseas mining development environment and the epidemic, the value of China's local lithium resources has become prominent, and the acquisition prices of related assets have continued to increase. The intensification of competition for lithium resource projects reflects the long-term optimism of the industry's prospects for lithium demand.
Beijing Junzheng rose more than 10% by chip giant
With the chip giant's holdings, Beijing Junzheng opened sharply higher today, rising more than 17% intraday. By the close, the stock was up 12.95% at $05.96. Weier shares rose 1.1% to 165.47 yuan, and the latest market value was 145.1 billion yuan.
Chip giant Weier shares announced on the evening of the 22nd that Shaoxing Weihao, a wholly-owned enterprise of the company, intends to increase its holding of Beijing Junzheng's shares by no more than 4 billion yuan through centralized bidding or block trading, and the cumulative number of Beijing Junzheng shares held after the increase does not exceed 50 million shares, not exceeding 10.38% of the total share capital of Beijing Junzheng. Prior to the increase in shareholding, Weier shares had already held 4.96% of the shares of Beijing Junzheng through participation in the fixed increase and the centralized bidding increase.
According to the announcement, in the past 12 months, Weier shares participated in the subscription of Beijing Junzheng to specific targets of the issuance of shares, at the issue price of 103.77 yuan / share to receive 5.3002 million shares, paying about 550 million yuan of subscription money, in addition, through the secondary market centralized bidding method to purchase 18.6049 million shares of Beijing Junzheng, the payment of 1.518 billion yuan.
Weier shares said that the transaction is based on the semiconductor industry investment perspective, in the medium and long term optimistic about the market development prospects of Beijing Junzheng memory chips, analog and interconnection chips and other main businesses, and strengthen strategic cooperation with Beijing Junzheng in the main business.