On the afternoon of September 6, under the continuous rise of technology stocks and real estate stocks, A-shares launched a big counteroffensive.
By the close, the Shanghai Composite Index was up 0.12%, the Shenzhen Component Index was down 0.24%, and the ChiNext Index was down 0.47%. Northbound funds backhanded long in the afternoon, and the overall outflow turned from net outflow to net inflow, with a net purchase of 41 million yuan throughout the day, of which Shanghai Stock Connect sold 1.761 billion yuan and Shenzhen Stock Connect bought 1.802 billion yuan.
In terms of sectors, photoresist, satellite navigation, chiplet, real estate and other sectors rose first, and ports, media, games, aquaculture and other sectors fell first.
The performance of Hong Kong real estate stocks in the past two days can be described as crazy, the "fairy stock" China Evergrande soared by more than 80% today, Sunac China's stock price doubled in two days, and Country Garden's stock price also rose sharply in these two days.
Property stocks exploded
This afternoon, stimulated by the favorable "small essay", the real estate sector broke out. As of the close, China Wuyi and Zhangjiang Hi-Tech in the sector rose to the limit, and Wanye Enterprise, China Merchants Shekou, Gemdale Group, Vanke A, etc. followed suit.
Hong Kong domestic housing stocks continue to soar. Sunac China rose more than 68%, rising for three consecutive trading days, and its share price returned to above HK$2.5. China Evergrande rose more than 80%, and Country Garden rose more than 20%.
The carnival in the real estate sector has also heated up stocks in the related industrial chain such as household goods. My Le Home rose again and took 8 consecutive boards, with a turnover rate of more than 14% and a transaction amount of more than 700 million yuan.
BOCOM International believes that the recent intensive introduction of heavy policies, including the recognition of housing loans, the reduction of existing mortgage interest rates and the reduction of down payment requirements, believes that the improvement demand side of core first- and second-tier cities will have obvious support. Although sales remained low in August, after the introduction of intensive policies, it is expected that the overall buying sentiment may have a marginal recovery, and sales will recover slightly in the fourth quarter.
Huawei's industry chain continues to soar
On September 6, Huawei's industry chain related stocks strengthened again, and as of the close, more than 10 stocks such as Guangxin Materials, Shenyu Shares, Quay Rong Technology, and Hua Ying Technology rose to the limit.
Recently, Huawei's latest flagship mobile phone, Mate 60 Pro, continues to attract the attention of domestic and foreign media. CCTV News recently broadcast the process of disassembling the Huawei Mate 60 Pro mobile phone.
Guo Mingqi, chief analyst of the international research department of Tianfeng Securities, believes that the demand for Huawei Mate 60 series is very strong, and the cumulative sales of Huawei Mate 40 Pro after 12 months of release are about 6 million units. It is expected that Huawei Mate 60 Pro may only take 4 months to reach this number, according to this market trend, the cumulative shipment of Mate 60 Pro 12 months after its release is expected to reach at least 12 million units.
Oil and gas stocks rose
Oil and gas stocks opened sharply higher today, with quasi-oil shares and Tongyuan Oil rising more than 4%, and Heyuan Gas and Meineng Energy also strengthened.
On the news, the media said that Saudi Arabia will extend the voluntary oil production cut of 1 million barrels per day from July until the end of December. After the extension of the production cuts, Saudi Arabia will produce about 9 million barrels per day from October to December.
Market participants said the production cuts would leave Saudi Arabia's daily output at its lowest level in years, and there could be supply shortages during the peak demand for crude oil in winter.
New stock Will rose 136.57%
Today's IPO Wilgao performed better, gaining as much as 156% intraday. As of the close, the stock price rose 136.57% to 68.32 yuan per share.
According to the prospectus, Wilgaux was founded in 2017, the main business is the research and development, production and sales of printed circuit boards (PCB), products include double-side, multi-layer boards, product types cover thick copper plates, MiniLED photoelectric boards, planar transformer boards, etc., products are used in industrial control, display, consumer electronics, communication equipment and other fields, the total revenue of PCB products in the field of industrial control and display in the reporting period accounted for about 68%.
According to the prospectus, Wilgaard's operating income from 2020 to 2022 will be 524 million yuan, 861 million yuan and 837 million yuan, respectively, with a compound growth rate of 26.35% in the past three years; The net profit was 49.0224 million yuan, 61.5903 million yuan and 87.2677 million yuan respectively, with a compound growth rate of 33.42% in the past three years.
An earthquake of about 3.6 magnitude struck near Shizhong District, Neijiang City, Sichuan
According to the automatic determination of the China Earthquake Network, an earthquake of about 3.6 magnitude occurred near Shizhong District, Neijiang City, Sichuan (29.56 degrees north latitude, 104.92 degrees east longitude) at 14:26 on September 06, and the final result is subject to the official rapid report.
WeChat launched the "Tencent Mixed Element Assistant" mini program, which is currently open to invited user experience
On September 6, the reporter noticed that WeChat launched the "Tencent Mixed Element Assistant" mini program, Tencent Mixed Element Large Model Multimodal Dialogue Bot product, which can answer various questions and handle a variety of tasks. At 14 o'clock today, the reporter tried to log in to Tencent's mixed element assistant, but only invited users could log in.
Tonight will be the release of the US ISM non-manufacturing index for August
The US ISM non-manufacturing index for August, which will be released tonight, is worth watching. As a key component of the U.S. economy, there are signs that the momentum of the services sector has fluctuated in the short term.
Adarsh Sinha, co-head of FX and interest rate strategy for Asia at Bank of America, said: "Whether it is job growth, inflation or consumer spending, this resilience is mainly driven by the services sector. A sharp slowdown in the services sector could lead to a continued depreciation of the dollar. ”
According to industry analysts, if the ISM non-manufacturing index in the United States rises in August, indicating that the service sector is expanding and outperforming the market, it means that the dollar may maintain its rally.
The dollar is now rising for the eighth week in a row, making it the longest consecutive upward trend since 2005.
For the first time, Brazilian pulp companies used RMB for their exports to China
According to CCTV news, on September 4, local time, according to Brazilian media reports, Brazilian pulp company Eldorado (ELDORADO) used RMB as a trade settlement currency for the first time when exporting pulp to China. The company's first batch of export containers to China was loaded on August 25 and left for China.
Fernandos, chief financial officer of Eldorado, said that this settlement in yuan is a new attempt for the company. Founded in 2010, El Dorado is one of the most competitive companies in the Brazilian pulp industry, with 40% of the company's pulp sold to China.
Recently, BRICS members have vigorously promoted the use of local currency settlement in cross-border trade to reduce dependence on the US dollar.
(Image from Flush)
Editors: Li Ruoyu Zhang Jing