The Shanghai Composite Index began to pull back at around 10:30 in the morning, continued to fall after the afternoon opened, and finally closed down 0.85%.
In addition, as of today's close, the Shenzhen Component Index fell 1.07%, the ChiNext Index fell 1.45%, and the Beijing Stock Exchange 50 fell 4.02%. More than 4,700 stocks in the two cities fell. In terms of plate themes, the banking sector went against the market, solid-state batteries and small household appliances rose slightly, and controllable nuclear fusion, non-metallic materials, CPO and other sectors led the decline.
In terms of popular stocks, LBT staged a "heaven and earth" trend during the day, with a turnover of more than 1.1 billion yuan, Shenwu Energy Conservation staged "sky floor", and Rijiu Optoelectronics staged "earth and sky board", ranking first in the list of flush hot stocks.
According to Xinhua News Agency on the 5th, the South Korean army carried out shooting training at sea. According to the requirements of the military, the area of Yeonpyeong Island and Baeknyeong Island in South Korea issued two evacuation orders to residents at 12:02 local time (11:02 Beijing time) and 12:30 (11:30 Beijing time) respectively.
According to the Xinhua News Agency, the Korean Central News Agency reported on the 5th that Kim Jong-un, general secretary of the Workers' Party of Korea and chairman of the State Affairs Commission of the DPRK, inspected the country's important military vehicle factory and inspected the large strategic missile launcher and various military vehicle produced by the factory.
The banking sector extended its rally
The banking sector remains strong. As of the close, only the Agricultural Bank of China, Bank of China, Industrial and Commercial Bank of China, and China Construction Bank fell. Ruifeng Bank led the gains with a 9.64% increase, followed by Bank of Suzhou, China CITIC Bank and Bank of Hangzhou.
On the news side, according to the website of the People's Bank of China, on January 5, the People's Bank of China carried out a reverse repurchase operation of 75 billion yuan in the form of interest rate bidding, and due to the expiration of 486 billion yuan of reverse repurchase on the same day, a net withdrawal of 411 billion yuan was realized. Wind data shows that this week (January 2-5) a total of 2,664 billion yuan of the central bank's reverse repurchase expired, and the central bank carried out a total of 241 billion yuan of reverse repurchase operations, with a net withdrawal of 2,423 billion yuan, a new high on record.
Donghai Securities said that the downward revision of the banking sector has slowed down, and the bottom of the valuation tends to be stable. In 2023, the valuations of state-owned banks and most of the undervalued small and medium-sized banks tend to be stable, and the valuation of small and medium-sized banks continues to decline. At present, the valuation of small and medium-sized banks is also at a historical low. In addition, the PLS scale of policy banks increased by 350 billion yuan in December last year, reflecting the further development of monetary and fiscal policies, and active policies are conducive to macroeconomic repair. The current configuration can be more positive.
The registration-based sub-IPO concept has a multi-share daily limit
In the case of the overall poor performance of the market, there are still many shares of Flush "registered new shares" to achieve the "20CM" limit. As of the close, Yahua Electronics, G.Tech Technology, and Defu Technology achieved a "20CM" daily limit, Rewei Shares, Hongsheng Huayuan, and Junyi Digital followed suit.
Yi Huiman, chairman of the China Securities Regulatory Commission, previously said that the reform of the registration system is by no means a relaxation of supervision, but to achieve a better combination of an efficient market and a promising government.
Since the reform of the registration-based system, the issuance supervision work of the China Securities Regulatory Commission has focused on its main responsibilities and main businesses, adhered to strict control, improved transparency, and improved the quality of listed companies from the source. The Science and Technology Innovation Board and the Growth Enterprise Market (GEM) have brought together a large number of enterprises with good growth and excellent technology, covering important fields such as the new generation of information technology, advanced manufacturing, and digital economy, with high-tech enterprises accounting for more than ninety percent. In 2022, the total R&D investment of the Science and Technology Innovation Board will be 128.5 billion yuan, driving enterprises to improve their independent innovation capabilities.
Controlled nuclear fusion plummeted
After the new concept index of "controlled nuclear fusion" was added to Flush on January 2, the index only performed well on the first day, and the following days were relatively sluggish, until today, leading the market. As of the close, Tianli Compound, Lianchuang Optoelectronics, Hailu Heavy Industry, and Chenguang Medical fell more than 7%.
Previously, the popular dividend Libert, which had been up for 4 consecutive days, walked out of the amazing "earth and earth" board market. The company's shares quickly dived after the opening of the morning session to hit the fall limit, rose sharply at around 9:52, reached the limit at around 10:03, and then fluctuated and fell, hitting the fall limit within half an hour at the end of the morning session. After the afternoon open, it still ran at a low level, and hit the lower limit again at 14:09, and finally closed down 5.46%.
Such ups and downs also allowed LBT to rush to the third place in the list of hot flush stocks.
LBT announced on the evening of January 4 that the company does not involve "controlled nuclear fusion" business in the orders in hand.
According to the research report of China Merchants Securities, nuclear fusion energy is the ultimate clean energy, and its energy density is millions of times higher than that of traditional energy sources such as oil and coal, and 100 times higher than fission energy. In addition, nuclear fusion can solve the uncontrollable pain points of traditional fusion reactors and the safety problems of fission reactors. Coupled with the continuous breakthrough of technology, the continuous influx of funds, and the increase of industrial attention, the acceleration button has been pressed for the development of the industry.
The ROK military conducts shooting training at sea
According to Xinhua News Agency on the 5th, the South Korean army carried out shooting training at sea. According to a report by Yonhap News Agency on the 5th, the South Korean military units stationed on the northwestern islands began to conduct shooting training at sea at 3 p.m. on the same day.
Yonhap News Agency reported on the 5th that according to the requirements of the military, South Korea's Yeonpyeong Island and Baeknyeong Island issued evacuation orders to residents at 12:02 local time (11:02 Beijing time) and 12:30 (11:30 Beijing time) respectively. The report quoted the Yeonpyeong-myeon office as saying that the office received a notification from the South Korean military on the same day that in response to the relevant movements of the DPRK, the South Korean military would carry out a naval strike in the vicinity of Yeonpyeong-yeongseong Island, so it broadcast an evacuation broadcast to guide residents to evacuate and take shelter. The ROK Ministry of National Defense issued a text message to the media on the same day, saying that the DPRK army fired more than 200 rounds from 9 a.m. to 11 p.m. on the same day in the area of Jangsan String in the north of Baeknyeong Island and the area around the mountain trail in the north of Yeonpyeong Island, and dropped the bombs in the area north of the "Northern Limit Line." South Korea's Ministry of National Defense said the South Korean military would take appropriate measures in response to North Korea's movements. The two Koreas have been at odds over the demarcation of the western waters of the Korean Peninsula. The ROK has drawn a maritime demarcation line called the "Northern Limit" between the "five islands in the West Sea," including Yeonpyeong Island, and the western coast of the DPRK, but the DPRK side does not recognize this.
Kim Jong Un inspected the strategic missile launcher depot
According to Xinhua News Agency, the Korean Central News Agency reported on the 5th that Kim Jong-un, general secretary of the Workers' Party of Korea and chairman of the State Affairs Commission of the DPRK, inspected the country's important military vehicle factory and inspected the large strategic missile launcher and various military vehicle produced by the plant. The report did not mention the timing of the inspection. According to the report, Kim Jong-un stressed that the current situation on the peninsula is very grim, and the plant has an important position and role in promoting the strengthening of national defense capabilities. The report also said that Kim Jong-un said that the production of various tactical and strategic weapon launcher vehicles is very important to continuously strengthen the country's nuclear war deterrent capability. He also proposed the current production plan, long-term production plan and capacity expansion tasks for the plant.
Tesla recalls more than 1.6 million electric vehicles with safety risks
According to the news on the website of the State Administration for Market Regulation on the 5th, a few days ago, Tesla (Shanghai) Co., Ltd. and Tesla Motors (Beijing) Co., Ltd. filed a recall plan with the State Administration for Market Regulation in accordance with the requirements of the "Regulations on the Administration of Recall of Defective Automobile Products" and the "Implementation Measures of the Regulations on the Recall of Defective Automobile Products".
1. From now on, a total of 7,538 imported Model S and Model X electric vehicles with production dates between October 26, 2022 and November 16, 2023 will be recalled. Due to a problem with the logic control of the door unlocking of the vehicle within the scope of this recall, the latch of the non-collision side door may be detached from the latch in the event of a collision, leaving the door in a non-locking state, which is a potential safety hazard.
2. From now on, a total of 1610105 imported Model S, Model X, Model 3 and domestically produced Model 3 and Model Y electric vehicles with production dates between August 26, 2014 and December 20, 2023 will be recalled. For vehicles covered by this recall, the driver may misuse the Level 2 combined driver assistance function when the automatic assisted steering function is turned on, increasing the risk of vehicle collision and posing a safety hazard.
Editor: Li Ruoyu Jiao Yuanyuan Signed: Sun Hong