laitimes

Market Daily | A-shares ushered in a comprehensive registration system! The first batch of 10 new stocks soared en masse; was "slapped in the face" by Huawei, and the stock opened with a drop limit; The AI concept fell sharply, and 360 fell to the limit

author:36 Krypton

Today, the three major A-share indexes opened higher, with the Shanghai Composite Index up 0.12%, the Shenzhen Component Index up 0.17%, and the ChiNext Index up 0.42%.

In early trading, A-shares welcomed the first batch of 10 new shares listed under the registration system of the main board, namely: Shaanxi Energy, Nanmin Group, Jiangyan Group, Parsons Brinckerhoff, Haisen Pharmaceutical, CLP Port, Evergreen Technology, CITIC Metal, Zhongheavy Technology, and Dengkang Dental. All 10 new stock bids rose, of which N CLP Port rose 160%, N Dengkang rose by more than 98%, N South Mine and N Parsonson rose by more than 70%.

Market Daily | A-shares ushered in a comprehensive registration system! The first batch of 10 new stocks soared en masse; was "slapped in the face" by Huawei, and the stock opened with a drop limit; The AI concept fell sharply, and 360 fell to the limit

Image source: Wind

The concept of machine vision has been greatly fermented, with Hongsoft Technology opening nearly 19% higher, Lingyunguang, Luoput, Danghong Technology, Obi Zhongguang, Qianfang Technology, Hikvision, Dahua Shares, Silk Road Vision, Tongbao, etc. have opened sharply. On the news, Meta AI released the basic model Segment Anything Model (SAM) on its official website and open source; In addition, today and tomorrow, domestic SenseTime and Momo will also release their large models one after another.

The shipbuilding sector led the rise at the open, with China Shipbuilding up nearly 8%, CSSC Technology up more than 5%, and CSSC Defense, Yaxing Anchor Chain, and China Heavy Industry strengthening. On the news, China Shipbuilding signed a cooperation agreement with France's CMA CGM Group, including the construction of 16 ultra-large container ships worth more than 21 billion yuan, setting a new record for the largest amount of container ships signed by China's shipbuilding industry at one time.

The film and television media sector continued to strengthen, Aofei Entertainment opened in seconds, Simei Media touched the limit of increase, Shanghai Film, Beijing Culture, Light Media, Mango Super Media, etc. followed suit.

Baijiu stocks fell collectively at the open, Luzhou Laojiao fell by more than 7%, Yingxing Gongjiu fell by more than 6%, Shunxin Agriculture, Kouzi Cellar, Shuijingfang, Wuliangye fell by more than 5%, and Shanxi Fenjiu, Laobai Dry Wine, Gujing Gongjiu, Shede Liquor and so on fell one after another.

Market Daily | A-shares ushered in a comprehensive registration system! The first batch of 10 new stocks soared en masse; was "slapped in the face" by Huawei, and the stock opened with a drop limit; The AI concept fell sharply, and 360 fell to the limit

Image source: Wind

Brokerage stocks rose in shock, with Orient Securities rising by more than 7%, and Xiangcai Shares, Cinda Securities, Industrial Securities, GF Securities, Capital Securities, etc. following suit. In terms of news, China Securities Depository and Clearing Corporation introduced a differentiated minimum settlement reserve payment ratio mechanism, which will reduce the minimum reserve payment ratio of equity business from 16% to about 15% on average.

Market Daily | A-shares ushered in a comprehensive registration system! The first batch of 10 new stocks soared en masse; was "slapped in the face" by Huawei, and the stock opened with a drop limit; The AI concept fell sharply, and 360 fell to the limit

Image source: Wind

The semiconductor sector bottomed out, Smartway 20CM rose to the limit, Hengshuo shares, Longxun shares, Yuanjie Technology, Loongson Zhongke rose by more than 10%, Xinpeng Micro, Demingli, China Wafer Square Technology, Yingjixin, Weier shares rose by more than 8%.

AI concept stocks collectively fell, ChatGPT and computing power led the decline, 360 fell to the limit, Yuncong Technology approached the drop limit, Haitian Ruisheng, Jingjiawei, Flush fell by more than 10%, iFLYTEK, Kunlun Wanwei, iSoftStone, 360, Cambrian fell by more than 5%.

Market Daily | A-shares ushered in a comprehensive registration system! The first batch of 10 new stocks soared en masse; was "slapped in the face" by Huawei, and the stock opened with a drop limit; The AI concept fell sharply, and 360 fell to the limit

Image source: Wind

COSCO Haike previously rose to the limit, China Steel International rose by more than 7%, China Communications Construction and China Railway rose by more than 5%, PetroChina, China Shipbuilding, China Railway Assembly, China Aluminum, China Railway Construction and China Taibao rose by more than 4%.

During the lunch break, the three major A-share indexes fell collectively, with the Shanghai Composite Index down 0.16%, the Shenzhen Component Index down 0.7%, and the ChiNext Index down 0.24%.

The lithium battery sector rebounded in the afternoon, and polyfluoride once hit the price limit in the afternoon, with Pineng Technology and German Nano rising by more than 12%, CATL rising nearly 3%, and Hangke Technology, Huazi Technology, Enjie Shares, Red Star Development, EVE Lithium Energy and other gainers.

In terms of individual stocks, Oriental Materials opened with a drop limit. THE COMPANY ANNOUNCED YESTERDAY EVENING THAT IT PLANS TO RAISE NO MORE THAN 2 BILLION YUAN TO ACQUIRE 51% OF TD TECH'S EQUITY FROM NSN, A WHOLLY-OWNED SUBSIDIARY OF NOKIA (TRANSACTION CONSIDERATION OF 2.122 BILLION YUAN), AND THE REMAINING 49% OF TDD TECH'S EQUITY IS HELD BY HUAWEI. Huawei issued a statement late yesterday night that it has no intention and may venture with Oriental Materials to operate TD TECH. This morning, the Shanghai Stock Exchange issued a regulatory work letter to Oriental Materials to put forward regulatory requirements for the company's non-public offering.

Market Daily | A-shares ushered in a comprehensive registration system! The first batch of 10 new stocks soared en masse; was "slapped in the face" by Huawei, and the stock opened with a drop limit; The AI concept fell sharply, and 360 fell to the limit

Image source: Wind

At today's close, the three major A-share indexes fell collectively, with the Shanghai Composite Index down 0.37%, the Shenzhen Component Index down 0.8%, and the ChiNext Index down 0.14%. The turnover of Shanghai and Shenzhen exceeded 1 trillion yuan for the fifth consecutive trading day.