Today, the three major A-share indexes opened mixed, with the ChiNext opening 0.02% higher, the Shenzhen Component Index opening 0.11% lower, and the ChiNext Index opening 0.27% lower.
Douyin platform concept stocks continue to be active, Tianchuang Fashion 2 boards, Guangbo shares straight up limit, gravity media, provincial group, Wanrun Technology, Global Printing, etc. followed up.
The military sector has risen rapidly, emerging equipment has hit the daily limit, and the national science and military industry, AVIC Xifei, AVIC Shenfei, Aerospace Technology, and Lihang Technology have soared.
Soochow Securities Research Report pointed out that the mid-term adjustment order approval link was implemented at the end of November, and all links of the whole industrial chain of the main engine factory will benefit from it, and it is expected that there will be more and more clear order-related information in the near future. The military industry is expected to usher in an opportunity to rebound in growth and switch between valuation repair.
The film and television media sector fluctuated lower, Hengdian Film and Television fell by more than 9%, and Longyun Shares, CITS United, Insai Group, Reader Culture, Chinese Media, etc. fell one after another.
PEEK concept stocks strengthened again, Fuheng New Materials rose by more than 10%, Xinhan New Materials rose by more than 8%, Huami New Materials, Tongyi Shares, Guangwei Composite Materials, Zhongxin Fluorine Materials, etc. followed suit. According to the analysis and calculation of the research report of Guojin Securities, PEEK materials are suitable for use in medical, automotive and robotics and other fields with high requirements for lightweight, and the domestic demand for PEEK materials has reached more than 16.7 billion yuan in 27 years.
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The shipping sector moved up, with Air China COSCO rising by more than 10%, Ningbo COSCO rising by more than 6%, Haitong Development, Phoenix Shipping, COSCO Marine Energy, and China Merchants Shipping following suit. On the news, the main contract of the container transportation index (European line) touched the daily limit, up 14.99% to 1391.2 points, which was the fifth consecutive trading day to hit the daily limit, up nearly 70% so far this month.
MR concept stocks have been repeatedly active, Emdoor Information has 4 boards in 6 days, China Optics has a daily limit, Silk Road Vision, Skyworth Digital, Wufang Optoelectronics, Shuangxiang Shares, Yitian Shares, Shenzhen Keda, etc. have followed up. On the news side, people familiar with the matter revealed that Apple is accelerating the production of the Vision Pro mixed reality headset in China in preparation for its launch in February.
The photovoltaic and energy storage sectors rebounded, Hoymiles shares rose by more than 14%, Tongli Risheng hit the daily limit, and Oujing Technology, Deye shares, Yuneng Technology, GoodWe and others rose by more than 6%.
According to the research report of China Development Bank Securities, benefiting from the commitment of the UAE Consensus to triple renewable energy production capacity by 2030, global photovoltaic installed capacity is expected to accelerate. It is recommended to pay attention to two main lines: first, the leading enterprises in N-type battery technology are expected to lead the company through the bottom of the cycle through the technology premium, and the second is the leading enterprises in the integrated layout of overseas markets, which will benefit from the increase in concentration and overseas layout.
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The concept of lithium ore rose, Jiangte Motor rose by the limit, Jinyuan shares rose by more than 7%, and Tibet Mining, Yongxing Materials, and Jixiang shares all rose sharply.
During the lunch break, the three major A-share indexes rose collectively, with the Shanghai Composite Index up 0.5%, the Shenzhen Component Index up 0.71%, and the ChiNext Index up 0.74%.
In the morning, the National Press and Publication Administration issued the "Measures for the Administration of Online Games (Draft for Solicitation of Comments)", which mentions that online games must not set inducing rewards such as daily login, first recharge, and continuous recharge;
Affected by the news, the game sector of A-shares and Hong Kong stocks both fell sharply. The A-share game sector set off a wave of falling limits, with Sanqi Mutual Entertainment, Mingchen Health, Yao Ji Technology, Gigabit and others falling to the limit, and Zhangqu Technology and Baotong Technology falling by more than 10%.
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Hong Kong game stocks also continued to fall, with NetEase's share price falling to 28%, the largest intraday decline on record, and Tencent Holdings falling more than 15% at one point, with a daily turnover of more than HK$30 billion.
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In addition, a number of game media ETFs dived, game ETFs, game animation ETFs, and game ETFs hit the fall limit, and game media ETFs and entertainment media ETFs fell by more than 6%.
The consumer electronics sector fluctuated lower, Yingtong Communication fell in the afternoon, Huiwei Technology fell more than 7%, Yunzuka Technology, Boxin Shares, Kechuan Technology, Visionox and other decliners.
At the close of trading today, the three major A-share indices collectively fell, with the Shanghai Composite Index down 0.13%, the Shenzhen Component Index down 0.39%, and the ChiNext Index down 0.37%, with a net outflow of 2.511 billion yuan in northbound funds.
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