The style of painting has changed abruptly, and today, the big rebound is coming!
On April 17, the market opened higher and moved higher throughout the day, and the three major indexes all rose by more than 2%. The micro-cap stock index rose more than 8%, and more than 1,000 stocks in the whole market rose more than 9%. There is no green disk in the industry sector. In terms of concept plates, PEEK materials, flying cars, Sora concepts, copper high-speed connections and other sectors were among the top gainers. The turnover of the Shanghai and Shenzhen stock markets today was 918.5 billion yuan.
On the evening of April 16, the China Securities Regulatory Commission said that if the company is ST only because the dividend is not up to standard, it will not lead to delisting, and the adjustment of the delisting index aims to increase efforts to clear the "zombie shell" and "black sheep", not for "small-cap stocks". There is a market view that "this delisting rule change is mainly aimed at small-cap stocks", which is a pure misreading.
Low-altitude economic concept stocks broke out
The return of the king of the low-altitude economic concept, the opening of the Jiangsu Jiaoke was shortly after the "20CM" limit, since then, Jindun shares, Rice information, Yibo Technology also "20CM" limit, Shenzhen City Exchange and other shares followed the sharp rise.
On the news side, Suzhou will hold a low-altitude economic development promotion conference on April 18, at which a series of policy measures will be released, a number of relevant institutions will be unveiled and awarded, a number of fund projects and construction projects will be signed, and Suzhou's low-altitude economic application scenarios will be promoted, so as to promote the high-quality development of Suzhou's low-altitude economy.
CITIC Securities believes that the low-altitude economy is the new economic growth engine of the mainland, and eVTOL aircraft, as the most emerging and important carrier in the low-altitude economy industry, is expected to become the fastest growing part. With the continuous promotion of policy and airworthiness certification, it is expected that the first batch of commercial eVTOL projects will be ushered in in 2025, and the industry is expected to start rapid growth in 2026.
Everbright Securities said that with the development of low-altitude economy-related industries, low-altitude manufacturing, flight control, support and other directions are expected to be laid out in advance. We are optimistic about the development opportunities of the main engine factory and the core supporting enterprises with the advantages of the flight platform, the enterprises with the advantages of air traffic control system and operation, the low-altitude airports and the core enterprises of the guarantee construction.
The digital economy sector rose sharply
On April 17, the Ministry of Human Resources and Social Security and nine other departments issued the Action Plan for Accelerating the Cultivation of Digital Talents to Support the Development of the Digital Economy (2024-2026). Among them, it is proposed to closely follow the needs of digital industrialization and industrial digitalization, and use special actions such as cultivating, attracting, retaining and employing digital talents in about three years, so as to increase the effective supply of digital talents and form a digital talent agglomeration effect.
After the news was released, the digital economy and education sectors strengthened significantly.
The digital economy has been positive recently.
On April 16, the State Administration of Financial Supervision and Administration, the Ministry of Industry and Information Technology, and the National Development and Reform Commission issued the Notice on Deepening Manufacturing Financial Services to Help Promote New Industrialization. It is mentioned that banking and insurance institutions should increase their support for the core industries of the digital economy, strengthen financial services in the fields of intelligent equipment, digital infrastructure, and new forms of industrial Internet, and support the manufacturing industry to "intelligently transform and digitally transform into networking".
On April 2, the National Data Administration solicited public opinions on the "Guiding Opinions on Deepening the Development of Smart Cities and Promoting the Digital Transformation of Cities". The "Opinions" proposes that by 2027, the digital transformation of cities across the country will achieve remarkable results, and a number of livable, resilient and smart cities with their own characteristics will be formed that are horizontally and vertically connected, and strongly support the construction of digital China.
China CITIC Bank's daily limit
China CITIC Bank rose to the limit in the afternoon, and its stock price approached an all-time high. Bank of Ningbo, Ping An Bank, etc. followed suit.
According to the research report of Cinda Securities, many banks said that the dividend rate is guaranteed, and the dividend income of the current allocation of bank stocks is stable.
Judging from the 2023 annual report, the dividend amount of the six major banks will reach 410 billion yuan this year, a record high. Since 2018, the six major banks have paid cash dividends of more than 300 billion yuan for five consecutive years, more than 400 billion yuan for the first time in 2022, and more than 410 billion yuan for the first time in 2023, exceeding 400 billion yuan for two consecutive years.
China CITIC Bank also paid a total dividend of 17.432 billion yuan, hitting a record high since its listing. According to China CITIC Bank's 2023 profit distribution plan, it intends to distribute a cash dividend of RMB 3.56 (tax included) for every 10 shares, and the total cash dividend of ordinary shares in 2023 will be RMB 17.432 billion (tax included), accounting for 28.01% of the net profit attributable to ordinary shareholders of the company after consolidation in 2023.
Analysts believe that through a relatively high proportion of dividends, listed banks can achieve better returns to shareholders and investors, and from the perspective of the banks themselves, they will help attract more investors, boost their own image, and play a certain positive role in stabilizing stock prices and strengthening market value management.
The concept of hydrogen energy has been raised
Hydrogen energy concept stocks moved intraday, and many concept stocks rose sharply. The new power "20CM" daily limit, Sichuan Jinding and other daily limits.
On April 16, the Sichuan Provincial Research and Further Promotion of the Development and Promotion and Application of the Whole Green Hydrogen Industry Chain was held. At the meeting, a signal was revealed that Sichuan will take unconventional maximum and precise support for the hydrogen energy industry, be application-oriented, give full play to resource advantages, solve stuck points and blockages, and promote the high-quality development of the whole green hydrogen industry chain.
At this meeting, the relevant person in charge of the Sichuan Provincial Department of Transportation made it clear that the next stage will actively explore and fully tap the policy space, strengthen the policy guidance and support for the hydrogen energy vehicle industry, including a very forward-looking and breakthrough measure - study and implement the policy of free passage of hydrogen energy vehicles on the highway, so as to encourage and support the wide application of hydrogen energy vehicles in logistics and transportation fields.
Previously, the "2024 Energy Work Guidance" issued by the National Energy Administration also proposed to compile relevant policies to accelerate the high-quality development of the hydrogen energy industry, promote hydrogen energy technology innovation and industrial development in an orderly manner, steadily carry out hydrogen energy pilot demonstrations, focus on the development of renewable energy hydrogen production, and expand hydrogen energy application scenarios.
Shengang Securities said that with technological progress and policy support, the mainland's hydrogen energy industry will usher in broader development prospects. Hydrogen fuel cell vehicles are expected to become an important force in the new energy vehicle market, and are expected to be the first to be applied in long-distance heavy trucks, logistics and transportation.
(The market picture in the article comes from Straight Flush and Wind)
Editor: Li Ruoyu Zhang Lijing
Proofreading: Yu Hongbo
Issued by: Fei Yangsheng