As of midday, the Shanghai Composite Index rose 0.55% and once stood at 3,100 points, the Shenzhen Component Index rose 0.72%, the ChiNext Index rose 0.45%, the Beijing Stock Exchange 50 Index rose 0.98%, and the half-day turnover of the three markets in Shanghai, Shenzhen and Beijing was 623.2 billion yuan, of which 619.3 billion yuan was in Shanghai and Shenzhen, an increase of 49.3 billion yuan from the previous day. More than 3,500 stocks in the two cities rose, and northbound funds sold a net of 2.604 billion yuan in half a day.
In terms of plate themes, the low-altitude economy, small household appliances, PEEK materials, and humanoid robots (300024) sectors were among the top gainers, while the oil and gas exploration and services, precious metals, and power sectors were among the top decliners.
On the disk, the low-altitude economic sector was among the top gainers, with Jindun shares (300411), traffic control technology, Andawell (300719), CITIC Haizhi (000099), Wanfeng Aowei (002085), VIE Technology (002590) and other shares. The small household appliances sector strengthened, Delmar (301332), Joyoung shares (002242) daily limit, large financial sector rose in early trading, China CITIC Bank (601998), Guosheng Financial Holding (002670) daily limit fried board. The concept of gold was sluggish, Laishen Tongling (603900) fell to the limit, and Yintai Gold (000975) and Zhongrun Resources (000506) followed suit. The power sector led the decline, with Belden Energy (001376) and Inner Mongolia Huadian (600863) leading the decline. In addition, the high-tech development (000628) fell to the limit, and the company announced that it failed to reach an agreement with some counterparties on the acquisition of 70% of the shares of Sichuan Huakun Zhenyu Intelligent Technology Co., Ltd.
Sector Analysis:
Straight Flush Hot Stock List:
Retrospective:
09:25 A-shares opened, the Shanghai Composite Index opened 0.37% lower, the Shenzhen Component Index opened 0.48% lower, and the ChiNext Index opened 0.70% lower.
09:25 The company announced that it failed to reach an agreement with some counterparties on the acquisition of 70% of the shares of Sichuan Huakun Zhenyu Intelligent Technology Co., Ltd., and the company is negotiating with the counterparty on whether to terminate the transaction.
09:27 The concept of low-altitude economy was active at the beginning of the market, VIE Technology 2 boards, Jiangsu Jiaoke (300284), CITIC Haizhi, Andawell, Jindun, Lihang Technology (603261), Sunward Intelligent (002097), etc. followed up.
09:29 The gold concept fell at the beginning of the session, Laishen Tongling fell to the limit, Zhongrun Resources, Pengxin Resources (600490), Xiaocheng Technology (300139), Sichuan Gold (001337), Chifeng Gold (600988), etc. followed the decline.
09:31 The ChiNext index extended its decline to 1%, the Shanghai Composite Index fell 0.25%, and the Shenzhen Component Index fell 0.55%.
09:33 The coal mining and processing sector strengthened in early trading, Lu'an Huanneng (601699) rose more than 6%, Pingmei (601666), Huayang (600348), Zhengzhou Coal and Power (600121), and New Continent A (000571) followed suit.
09:38 The concept of computing power leasing fluctuated lower, high-tech development fell to the limit, Hongbo shares (002229) fell more than 5%, and industrial Fulian (601138), Capital Online (300846), Yakang shares (301085), Tongniu Information (300895) and so on.
09:40 Zhongzitou stocks bottomed out and rebounded, Zhonggong Hi-Tech (603860) 4 boards, CITIC Hai straight up limit, CITIC Bank, Sinosteel Tianyuan (002057), Chinese Insurance (601319), China Unicom (600050) and so on.
09:41 The Hang Seng Tech Index fell more than 1%, and the Hang Seng Index is now down 0.1%.
09:47 The copper cable high-speed connection plate fluctuated lower, Huafeng Technology and Dingtong Technology fell more than 6%, Zhaolong Interconnection (300913), Aofei Data (300738), Mingpu Optomagnetic (002902), Wall Nuclear Materials (002130) and so on.
09:50 The solid-state battery sector moved up, Oriental Zirconium (002167) rose by the limit, Tengyuan Cobalt (301219) rose by more than 10%, Jinlongyu (002882), Dangsheng Technology (300073), Xiamen Tungsten New Energy, Sanxiang New Materials (603663) and so on.
09:55 The small metal plate moved up, Tengyuan Cobalt, Oriental Zirconium rose by the limit, Hanrui Cobalt (300618) rose by more than 10%, Sanxiang New Materials, Huayou Cobalt (603799), Rongjie (002192), Shenghe Resources (600392) and so on.
10:00 According to Straight Flush (300033) iFinD data, the turnover of the Shanghai and Shenzhen markets reached 295.6 billion yuan in the first half of the opening hour.
10:08 According to the official website of Huawei Mall, the Huawei Pura70 series is on sale, with a price starting at 5499 yuan.
10:12 The aquaculture sector fluctuated and rose, Dahu shares (600257) rose by the limit, Guolian Aquatic Products (300094), Zhongshui Fishery (000798), Shennong Group (605296), Xiangjia shares (002982), Wen's shares (300498) and so on.
10:14 Tourism and hotel stocks rebounded, Lingnan Holdings (000524) rose by the limit, Emeishan A, Lijiang shares (002033), Zhongxin Tourism (002707), Junting Hotel (301073), Quanjude, etc. followed up.
10:20 The automobile sector fluctuated and strengthened, with King Long Automobile (600686) rising by the limit, BAIC Blue Valley (600733), Cialis (601127), Yaxing Bus (600213), Dongfeng Motor (600006), and JAC Automobile (600418).
10:28 Bank stocks fluctuated higher, with China CITIC Bank rising more than 7%, Ping An Bank (000001), Bank of Jiangsu (600919), Agricultural Bank of China (601288), Everbright Bank (601818), and Postal Savings Bank (601658).
10:29 Brokerage stocks moved up, Guosheng Financial Holdings, Guosen Securities (002736), Huaxin shares (600621), Hualin Securities (002945), Western Securities (002673), Guolian Securities (601456), Haitong Securities (600837), etc. followed up.
10:30 The three major A-share indexes have turned red one after another, with more than 2,600 stocks rising in the two cities, and the low-altitude economy, automobiles, and securities sectors are among the top gainers.
10:32 The Hang Seng Index rose more than 1%, and the Hang Seng Tech Index is now up 0.63%. Ping An of China (601318) rose nearly 5%, and China Merchants Bank (600036) rose more than 3%.
10:32 FTSE China A50 Index futures continued to rise, extending its gains to 1%.
10:33 According to the data of Flush iFinD, according to the statistics of the balance scale, the net inflow of southbound funds has exceeded 3 billion yuan so far, including 1.99 billion yuan of Hong Kong Stock Connect Shanghai and 1.012 billion yuan of Hong Kong Stock Connect Shenzhen net inflow.
10:40 The small household appliances sector rose and strengthened, Joyoung shares, Delmar rose by the limit, Biyi shares (603215), Ecovacs (603486), Aojiahua (002614), Supor, etc. followed up.
10:41 The Shanghai Composite Index stood at 3100 points, up 0.94%, the Shenzhen Component Index rose 0.71%, the ChiNext Index rose 0.21%, and more than 2,800 stocks in the two cities rose.
10:42 China CITIC Bank once again rose the limit, recording 2 consecutive boards, with a turnover of more than 1.6 billion yuan.
10:49 The Shanghai Composite Index rose to 1%, the Shenzhen Component Index rose 1.01%, the ChiNext Index rose 0.57%, and the small household appliances, low-altitude economy, and large financial sectors rose first, and more than 3,200 stocks in the two cities rose.
10:49 According to Flush iFinD data, as of now, the turnover of the Shanghai and Shenzhen markets has exceeded 500 billion yuan, of which the turnover of the Shanghai Stock Exchange is 232.9 billion yuan and the turnover of the Shenzhen Stock Exchange is 269 billion yuan.
10:51 The concept of low-altitude economy continued to strengthen, Wanfeng Aowei and CITIC Haizhi both rose by the limit, Jiangsu Jiaoke, Jindun shares, and Jianxin shares (300107) rose by more than 10%, and Wang Zixin Materials (002735), Zongshen Power (001696), and radio and television metering (002967) quickly followed up.
11:09 The concept of humanoid robots fluctuated and rose, Mingzhi Electric (603728) rose by the limit, Fengli Intelligent (301368), Xiangshan shares (002870), Flextron Electric, HCFA Technology, Tianqi shares (002009) and so on.
Message Side:
1. Google is reported to be laying off employees and moving some positions to other countries
Google is laying off employees and reorganizing some of its teams. According to two current employees, multiple teams in Google's finance and real estate divisions have been affected, and it's unclear how many positions have been cut. One current employee said the changes were "quite large" and that some positions would be moved abroad. A Google spokesperson confirmed the layoffs but declined to disclose the number of affected employees. (Finance Associated Press)
2. Microsoft's huge investment in OpenAI is reported to be not subject to EU investigation
Microsoft's $13 billion investment in OpenAI would avoid formal investigation by the European Union's merger regulator, calming fears that the relationship could be forced to break down. According to people familiar with the matter, the European Commission has decided that the partnership is not worthy of a formal investigation because it is not an acquisition and Microsoft does not control the direction of OpenAI's development. (Finance Associated Press)
3. High-tech development: failed to reach an agreement with some counterparties on the acquisition of Huakun Zhenyu
High-tech development announced that the company previously planned to acquire 70.00% of the equity of Sichuan Huakun Zhenyu Intelligent Technology Co., Ltd. As of the date of disclosure of this announcement, the target company is in an industry affected by the internal and external environment, the market expectation is high, the company has not been able to reach an agreement with some counterparties on the transaction price, and the company cannot issue a notice of convening a general meeting of shareholders within six months (before April 19, 2024) after the announcement of the first board resolution to purchase assets by issuing shares. The Company is negotiating with the counterparty whether to terminate the transaction, which is expected to be unable to proceed with the current plan, and whether to change the plan or terminate the transaction will be announced on April 19, 2024 in accordance with relevant regulations.
4. Biden will announce that he will increase tariffs on steel and aluminum to China by more than 3 times
According to a number of foreign media reports on April 17, U.S. President Joe Biden is expected to officially announce that the current tariffs on steel and aluminum on China will more than triple in his speech to steel workers in Pittsburgh, known as the "steel capital", later that day. (Observer.com)
5. The central bank: will continue to maintain the soundness of monetary policy and guide financial institutions to maintain a balanced credit supply
In the next stage, the People's Bank of China will pay attention to revitalizing the financial resources that have been inefficiently occupied, continue to strengthen monitoring, pay close attention to the situation of enterprise loan redeposit and re-lending, strengthen cooperation with multiple departments, improve the management and assessment mechanism, and promote the improvement of the efficiency of fund use.
6. Bank of America: Fund managers' allocation to Chinese stocks rose slightly for the second consecutive month
Bank of America's monthly survey of fund managers showed a slight improvement in investor confidence in Chinese equities, with allocations to Chinese equities rising slightly for the second month in a row. (Finance Associated Press)
7. Huawei Pura70 series goes on sale today with a price starting at 5499
According to Huawei's terminal Weibo, Huawei today launched the "HUAWEI Pura 70 series pioneer program", Pura 70 Ultra and Pura 70 Pro will go on sale at 10:08, with prices starting at 5499. On April 22, Huawei Pura70 Pro+ and Huawei Pura 70 went on sale.
8. Ministry of Industry and Information Technology: Moderately advance the layout of information infrastructure such as 5G, computing power, and mobile Internet of Things
According to China.com, Zhao Zhiguo, spokesman of the Ministry of Industry and Information Technology, said that the layout of information infrastructure such as 5G, computing power, and mobile Internet of Things will be moderately advanced, and the construction of industrial Internet platforms will be increased, and the innovation and development of the industrial Internet will be accelerated, and the intelligent manufacturing standard system will be improved. In particular, it is necessary to strengthen the evaluation and evaluation work, and the goal is to build a number of industrial Internet platforms with industry and regional influence by 2025. We just happened to promote the renewal of large-scale industrial equipment this year, and we also seized this opportunity to systematically promote the exploration of intelligent manufacturing applications, scientific and technological research, infrastructure construction, etc., and vigorously promote the digital, networked and intelligent development of the manufacturing industry, so as to provide strong support for the construction of a manufacturing power.
9. Suzhou: After obtaining the eVTOL model certificate and production license, a reward of up to 10 million yuan will be given in stages
According to the Shanghai Securities News, on April 18, Suzhou held a low-altitude economic development promotion conference. The reporter learned from the meeting that the "Several Measures to Support the High-quality Development of the Low-altitude Economy in Suzhou (Trial)" has been issued recently. In terms of increasing the reward for airworthiness certification, the measures propose that low-altitude economic enterprises that will settle their headquarters or R&D, production and manufacturing bases in Suzhou will be given a one-time reward of up to 10 million yuan in stages after obtaining the type certificate and production license of manned electric vertical take-off and landing aircraft (eVTOL) aircraft and unmanned aircraft issued by the Civil Aviation Administration of China. Each enterprise will be rewarded no more than 30 million yuan per year, and the same model will only be rewarded once.
10. Pan Gongsheng, Governor of the People's Bank of China, met with Fed Chairman Jerome Powell
According to the central bank's website, on April 17, 2024, People's Bank of China Governor Pan Gongsheng met with Fed Chairman Jerome Powell on the sidelines of the IMF/World Bank Spring Meetings in Washington, D.C., and the two sides exchanged views on the economic situation, monetary policy, financial stability and other issues between China and the United States.
11. Ministry of Industry and Information Technology: Accelerate the layout of the industrial chain of low-altitude economic development around the innovation chain and accelerate the research and model innovation of low-altitude intelligent connection technology
Shan Zhongde, Vice Minister of the Ministry of Industry and Information Technology, said that it is necessary to make full use of the enabling technologies such as the new generation of information and communication technology, accelerate the research and model innovation of low-altitude intelligent connection technology, and provide solid support for the construction of a safe and efficient operation system at low altitude in the future. Accelerate the establishment of an industrial standard system that runs through the whole life cycle of low-altitude equipment R&D and design, manufacturing, test verification, and operation support, and work with relevant departments to promote the construction of a third-party testing and certification system. (China.com)