3000 points lost and recovered, today's theme is "anti-package"!
On March 28, the three major indexes counterattacked across the board today, with the Shenzhen market performing stronger, and the Shanghai Composite Index recovering 3,000 points strongly. At the close, the Shanghai Composite Index rose 0.59%, the Shenzhen Component Index rose 1.31%, and the ChiNext Index rose 0.95%.
In terms of plates, low-altitude economy, Beidou navigation, military electronics, humanoid robots and other sectors were among the top gainers, and only the banking and chicken sectors were adjusted against the trend.
Overall, individual stocks rose, and only more than 600 stocks fell in the whole market. The turnover of the Shanghai and Shenzhen stock markets today was 933.26 billion yuan, an increase of 43.46 billion yuan from the previous trading day.
Northbound funds unilaterally bought 2.335 billion yuan throughout the day, including 2.559 billion yuan in Shanghai-Hong Kong Stock Connect and 225 million yuan in Shenzhen-Hong Kong Stock Connect.
Let's talk about today's market first, yesterday the Shanghai Composite Index fell below 3,000 points with a barefoot yin line. Unexpectedly, today's bulls directly launched the market, and the Shanghai Composite Index rose to 3033 points in the intraday, forming a "reverse package" for yesterday's negative line. Although the market fell back in the afternoon, the Shanghai Composite Index finally regained the 3,000-point integer mark.
Besides, today's biggest hot spot is undoubtedly the low-altitude economy that has been speculated before. The low-altitude economic concept index rose more than 8% intraday, reversing the short-term adjustment trend in one fell swoop.
At the same time, low-altitude economic concept stocks rose, and many stocks had a 20CM daily limit.
The news side is indeed favorable. On March 27, the Ministry of Industry and Information Technology and other four departments jointly issued the "Implementation Plan for the Innovative Application of General Aviation Equipment (2024-2030)". The plan proposes that by 2027, the mainland's general aviation equipment supply capacity and industrial innovation ability will be significantly improved, the basic support system of modern general aviation will be basically established, the efficient integration of industrial ecology will be initially formed, the general aviation public service equipment system will be basically improved, and the new general aviation equipment with unmanned, electrified and intelligent technical characteristics will be commercially applied in the fields of urban air transportation, logistics and distribution, and emergency rescue.
The plan also pointed out that by 2030, a new model for the development of the general aviation industry characterized by high-end, intelligent and green will be basically established, supporting and guaranteeing the "short-distance transportation + electric vertical take-off and landing" passenger transport network, the "trunk-branch-end" UAV distribution network, and the safe and efficient operation of low-altitude production operations to meet the needs of workers and farmers, and the general aviation equipment will be fully integrated into all fields of people's production and life, becoming a strong driving force for low-altitude economic growth and forming a trillion-level market scale.
In fact, the biggest imagination of the low-altitude economy lies in the fact that the low-altitude economy is expected to become a new engine for igniting economic growth. According to research institutions, the scale of the mainland's low-altitude economy will exceed 500 billion yuan in 2023 and is expected to reach 2 trillion yuan in 2030.
Another focus of attention today is the urgent solemn statement issued by CITIC Securities, a brokerage company. Last week, CITIC Securities encountered on-site supervision from the exchange, and its stock price continued to fall, and CITIC Securities also fell into the whirlpool of public opinion.
Today, CITIC Securities said that recently, the company has been concerned that some self-media, personal accounts, etc. have published and disseminated false and untrue information about CITIC Securities, and the relevant remarks are contrary to the facts, which has seriously damaged the company's reputation and is not conducive to the orderly and healthy development of the capital market. CITIC Securities said that the company abides by various laws and regulations, respects the supervision and guidance of regulatory authorities, safeguards the rights and interests of investors, and actively fulfills its responsibilities as a state-owned financial enterprise. In the future, the company will, as always, adhere to the operation of laws and regulations, safeguard the legitimate rights and interests of investors, and promote the healthy and stable development of the capital market.
Continue to look at Hong Kong stocks, the Hang Seng Technology Index rose sharply today, of which Tencent Holdings, the leader of technology and Internet stocks, contributed a lot. This week, it has risen strongly for three consecutive trading days, and the stock price has exceeded HK$300.
A very important background of Tencent's strong trend is that the company previously promised to repurchase a total of 100 billion Hong Kong dollars in 2024. Since March 22, Tencent has repurchased more than HK$1 billion per day for four consecutive trading days.
So, does Tencent, whose stock price has gradually strengthened recently, have any chance to achieve the "return of the king"?
Finally, a little surprise in today's market, Everbright Bank's A+H shares suddenly fell together. Among them, Everbright Bank's A-shares fell 7.14%, and H-shares fell by more than 13% intraday.
On the news side, Everbright Bank released its 2023 annual performance report. The company's operating income was 145.685 billion yuan, a year-on-year decrease of 3.92%, and the net profit attributable to the parent company was 40.792 billion yuan, a year-on-year decrease of 8.96%. Some analysts believe that Everbright Bank's performance in the fourth quarter of last year was significantly lower than expected. According to estimates, the company achieved a net profit of 3.102 billion yuan in the fourth quarter of last year, a net profit of 13.687 billion yuan in the third quarter, and a net profit of 8.277 billion yuan in the fourth quarter of 2022, both quarter-on-quarter and year-on-year.
In this regard, Everbright Bank responded in intraday trading today. According to reports, Wang Zhiheng, president of Everbright Bank, said at the results conference today: "I saw the feedback from the capital market on Everbright Bank in the morning, and I would like to tell you that our operating fundamentals are stable, and there are no major risk events that should be disclosed but have not been disclosed, please rest assured." We are full of confidence in the future of China Everbright Bank, and I don't think you need to worry too much about it. ”
Investments are risky, and independent judgment is important
This article is for reference only and does not constitute a basis for trading, and you enter the market at your own risk.
Cover image source: Screenshot of market software
Every reporter Zeng Zijian and every editor Ye Feng