The A-share Shanghai Composite Index fell sharply today, the financial terminal Wind was sent to the "headlines" because it could not log in normally, Hong Kong stocks plunged, and the Hang Seng Technology Index once fell more than 3%.
Specifically, in terms of A-shares, the stock indexes of the two cities opened low and went low, accelerating their diving in the afternoon, with the Shanghai Composite Index falling below 2,900 points, the Shenzhen Component Index and the ChiNext Index falling nearly 2%, the Beijing Stock Exchange 50 Index falling nearly 5%, and the Science and Technology Innovation 50 Index hitting a record low. As of the close, the Shanghai Composite Index fell 1.42% to 2,887.54 points, the Shenzhen Component Index fell 1.85% to 8,947.72 points, the ChiNext Index fell 1.76% to 1,744.41 points, the Science and Technology Innovation 50 Index fell nearly 3% to a new record low, and the Beijing Stock Exchange 50 Index fell nearly 5%, with a total turnover of 657.6 billion yuan in the two cities, a decrease of nearly 80 billion yuan from the previous day.
Semiconductor, pharmaceutical, automobile and other sectors fell first, wine, finance, real estate and other sectors all fell, CICC fell nearly 6%, Xinhua Insurance, Chinese Life, etc. fell more than 2%; tourism stocks continued to be hot, Changbaishan harvested 5 consecutive boards, Dalian Shengya rose for 4 consecutive days; the concept of new towns was active, Leo Planning, Garden Shares, Decai Shares and other shares rose and stopped, and the new city rose more than 8%; New battery concepts such as HJT and TOPCon rose, Yingli shares rose by more than 14%, and Jinchen shares and Yabo shares rose by the limit. In addition, Yutong Bus, which recently disclosed its performance forecast, rose by more than 4%.
Today, Wind's various terminal software could not log in normally, and it displayed "Failed to connect to the server, please try again later." In this regard, Wind said that due to the failure of the company's backbone network line, some services may not be able to be carried out normally, and the construction personnel are rushing to repair them. The straight flush rose sharply today, once rising more than 8% intraday.
In terms of Hong Kong stocks, the two major stock indexes fell unilaterally, with the Hang Seng Index falling more than 2% and the Hang Seng Technology Index falling more than 3%. At the close, the Hang Seng Index fell 1.88% to 16,224.45 points, and the Hang Seng Tech Index fell 2.99% to 3,484.75 points. In terms of individual stocks, Evergrande Automobile fell more than 6%, Meituan, Li Ning, and JD Health fell more than 4%.
For the current market, CICC said that the current short-term disturbances will not change the long-term situation, extreme valuations and the gradual accumulation of positive factors, there is no need to be too pessimistic about the performance of the market outlook, and the allocation opportunities of the market in 2024 are expected to be better than those in 2023, and it is recommended to pay attention to the combination of economic recovery and dividend assets in the next 3 to 6 months.
Travel stocks are hot unabated
The tourism sector continued to be strong today, as of the close, Dalian Shengya, Changbai Mountain rose again, Guilin tourism rose nearly 5%, and Qujiang Cultural Tourism rose nearly 1%.
It is worth noting that Changbai Mountain has been limited for 5 consecutive trading days, the company pointed out in the announcement on the evening of the 5th that the company's production and operation are normal, the company will host the Heping Ski Resort at the end of October 2023, and this hosting business will contribute less than 1% to the overall revenue in 2023.
Dalian Shengya won 4 boards, the company announced on the evening of the 5th that the company's main business is mainly the operation of the Polar Aquarium scenic spot, the commercial operation of the scenic spot and the operation of animals, and the company's current production and operation activities have not undergone major changes. The Company is not aware of media reports or market rumours that may or have had an impact on the trading price of the listed company's shares that require clarification or response.
On the news side, the popularity of tourism in Northeast China continues, in addition to "Guangxi small sugar orange", "Yunnan small mushroom", "Sichuan red panda" and other cute baby study tours, "Southeast Asian little golden beans" also came to Heilongjiang. It is reported that on January 7, 70 tourists from Malaysia, Thailand, Indonesia and other Southeast Asian countries came to Yichun. The locals also arranged big Yangge, sheep soup, frozen pears, ice slides, etc., to warmly welcome and entertain these foreign "little golden beans".
Recently, Beijing, Heilongjiang, Liaoning and other northern regions have carried out a series of winter tourism-themed activities around the theme of ice and snow, and many areas represented by Harbin have benefited from the popularity of ice and snow tourism and become popular destinations during the New Year's Day holiday. Tongcheng Travel data shows that during the New Year's Day holiday, the popularity of domestic ice and snow tourism increased by 216% month-on-month. In addition to the northern region, the popularity of ice and snow leisure in East China, Central China, South China and other places has also risen. Urban ice and snow themed projects and theme parks have become important consumption scenarios for residents' leisure and entertainment.
Capital Securities pointed out that the popularity of travel during the New Year's Day holiday in 2024 will continue to continue, continuing the recovery momentum in 2023, and the demand for domestic medium and long-term travel and outbound travel during the Spring Festival holiday is expected to increase. Thailand announced that China and Thailand will be visa-free permanently, which is expected to further increase the demand for outbound travel from Thailand and other Southeast Asia. Winter tourism revolves around the two major travel themes of ice and snow tourism and hot springs, and it is recommended to pay attention to the relevant beneficiary targets. The demand for outbound travel has accelerated its recovery, driven by the continuous recovery of international flights and the improvement of outbound convenience, outbound travel orders have increased significantly, and it is recommended to pay attention to the leading outbound travel.
The concept of new towns is on the rise
As of the close, Leo Planning, Garden Shares, Decai Shares, etc., the new city rose more than 8%, and Suzhou Planning rose about 6%.
On the news, recently, the People's Bank of China and the State Administration of Financial Supervision and Administration issued the "Opinions on Financial Support for the Development of the Housing Rental Market". The opinions put forward that financial support for the development of the housing rental market should highlight the key points and aim at the shortcomings, mainly in large cities, focusing on solving the housing problems of new citizens, young people and other groups, supporting all kinds of entities to build, renovate and operate long-term rental housing, revitalize the stock of housing, and effectively increase the supply of affordable and commercial rental housing.
In addition, recently, Shenzhen issued the "Implementation Opinions on Actively and Steadily Promoting the Transformation of Urban Villages to Achieve High-quality Development" (draft for comments) to promote the implementation of urban village transformation, and at the same time to build and prepare for the construction of placement affordable housing to accelerate the implementation of the "three major projects";
CITIC Securities pointed out that according to the announcement of the People's Bank of China, in December 2023, China Development Bank, Export-Import Bank of China, and Agricultural Development Bank of China will net new mortgage supplementary loans of 350 billion yuan, and it is expected that the resumption of PSL may provide medium- and long-term low-cost financial support for the three major projects. The practice of Guangzhou and Shenzhen also shows that the "three major projects" such as the transformation of urban villages are expected to continue to land. It is true that the "three major projects" mean an increase in supply, and there may be a drag on rents for operating real estate and housing prices in non-core areas. However, the implementation of the "three major projects" is expected to be accompanied by the introduction of policies to boost demand, and housing prices and development investment are expected to gradually stabilize after the policy is forced. For qualified and experienced enterprises, the "Big Three" means incremental business opportunities. In the field of space services, we recommend companies that may benefit from the increase in the city's serviceable space and the increase in transaction activity. In terms of development enterprises, enterprises with experience in the transformation of urban villages deserve attention.
The performance of the stock explosion exploded
Yutong Bus has a strong daily limit today, as of the close, the stock was quoted at 14.67 yuan, and the daily limit board closed more than 40,000 hands.
According to the performance forecast disclosed by the company on the evening of the 5th, the net profit attributable to shareholders of listed companies in 2023 is expected to be 1.4 billion yuan to 1.9 billion yuan, an increase of 85% to 150% year-on-year. The company said that in 2023, the company will sell a total of 36,518 buses, a year-on-year increase of 20.93%, of which export sales will be 10,165, a year-on-year increase of 78.87%, and domestic sales will be 26,353, a year-on-year increase of 7.5%. As a result, the company's net profit attributable to shareholders of listed companies increased year-on-year.
Aimeike rose sharply in intraday trading, once rose more than 9%, and closed up 4.32% at 283.11 yuan per share, with a full-day turnover of more than 1.6 billion yuan.
According to the performance forecast of Aimeike, the net profit attributable to shareholders of listed companies in 2023 is expected to be 1.81 billion yuan to 1.9 billion yuan, a year-on-year increase of 43% to 50%. The company said that during the reporting period, the company actively paid attention to market changes and improved the depth of cooperation with customers. At the same time, through the distribution model, we will further expand the number of institutions covered by the company's products and enhance the breadth of cooperation with customers. On the product side, the company's Hi Body products rely on the existing brand influence to continue to improve market penetration and gain more recognition from medical aesthetic institutions and beauty seekers, and the company's White Angel products have gained a good market reputation since they were launched on the market in 2022, and the number of institutions covered and the sales scale have continued to increase.
Evergrande Automobile plunged
Evergrande Automobile was suspended this morning, and after resuming trading in the afternoon, it plunged sharply, once falling more than 14%. As of the close, the stock fell about 6% to HK$0.39, with the latest market capitalization of HK$4.23 billion.
The company announced at noon today that Liu Yongzhuo, the executive director of the company, was suspected of violating the law and committing crimes and had been criminally detained in accordance with the law.
The company recently announced that the Newton Group share subscription agreement and debt-to-equity swap subscription agreement have expired on December 31, 2023. The company said that the parties to the Newton Group share subscription agreement and the debt-for-equity swap subscription agreement did not agree to extend the deadline. As a result, Newton Group's Share Subscription Agreement and Debt-for-Equity Swap Subscription Agreement have lapsed on 31 December 2023. However, the company stressed that despite the lapse of the agreement, Evergrande Automobile, Newton Group and other relevant parties are still negotiating key terms of these transactions, indicating that the two parties may still reach a new agreement or modify the existing agreement.
Oriental Selection upgrades the insurance mechanism
On the afternoon of January 8, Dongfang Selection's official Weibo announced that in order to continue to improve the customer service experience, from now on, Dongfang Selection will upgrade the insurance mechanism. Among them, all self-operated products are insured for 7 days for food and 30 days for non-food products from the date of payment. For third-party store goods (except fresh fruits) purchased in the Douyin live broadcast room of Dongfang Selection and Hui, the food price will be insured for 7 days and the non-food price will be insured for 15 days from the date of payment.
Editor-in-charge: Zhu Yumeng
Proofreading: Su Huanwen
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