As of the close, the Shanghai Composite Index rose 0.27%, the Shenzhen Component Index rose 0.14%, the ChiNext Index fell 0.04%, the Beijing Stock Exchange 50 Index fell 0.86%, and the turnover of Shanghai, Shenzhen and Beijing was 777.1 billion yuan, of which 773.4 billion yuan was in Shanghai and Shenzhen, a decrease of 21.1 billion yuan from the previous day. More than 2,900 stocks in the two cities rose, and northbound funds bought 349 million yuan.
In terms of plate themes, PEEK materials, titanium dioxide, phosphorus chemicals, and weight loss drugs were among the top gainers, while kitchen and bathroom appliances and national defense and military industries were among the top decliners.
On the disk, the direction of chemical industry rose sharply, Huiyun Titanium Industry (300891), Lubei Chemical Industry (600727), Ananda (002136), Jinpu Titanium Industry (000545), and Liuguo Chemical (600470) rose to the limit. The concept of low-altitude economy continues to be active, with 7 boards of Zhongheng Design (603017), Wanfeng Aowei (002085), Tibet Tourism (600749), Sichuan University Zhisheng (002253), and Haite High-tech (002023). The concept of innovative drugs rebounded, and Changshan Pharmaceutical (300255) and Kangyuan Pharmaceutical (600557) rose to the limit. The national defense and military industry sector was among the top decliners, with Beimo Hi-Tech (002985) falling to the limit, and Guanxiang Technology (301213) and Aerospace Changfeng (600855) leading the decline. In addition, ST Ningke (600165) staged a sky-to-earth market in the afternoon.
Sector Analysis:
Straight Flush Hot Stock List:
Retrospective:
09:25 A-shares opened, the Shanghai Composite Index opened 0.23% lower, the Shenzhen Component Index opened 0.50% lower, and the ChiNext Index opened 0.70% lower.
09:26 A-share Great Wall Motor (601633) one-word limit, net profit in the first quarter was 3.228 billion yuan, a year-on-year increase of 1752.55%.
09:27 The concept of titanium dioxide was active at the beginning of the market, Lubei Chemical rose by the word limit, Huiyun Titanium Industry, Guocheng Mining (000688), Gimpo Titanium Industry, Ananda and so on.
09:29 The concept of low-altitude economy continues to be active, Zhongheng has designed 7 boards, Guanglian Aviation (300900), VIE Technology (002590), Shangluo Electronics (300975), Jianxin (300107), Wanfeng Aowei, etc. have opened high.
09:32 The concept of weight loss drugs strengthened in early trading, Changshan Pharmaceutical's daily limit, Boji Pharmaceutical (300404), Hanyu Pharmaceutical (300199), Baihua Pharmaceutical (600721), Huasen Pharmaceutical (002907), Borui Pharmaceutical, etc. followed up.
09:33 The Hang Seng Tech Index extended its decline to 1% at the beginning of the session, and the Hang Seng Index is now down 0.35%.
09:35 BC battery concept fluctuated lower, Pilot Intelligence (300450) fell nearly 10%, Jolywood (300393) fell more than 8%, Tongwei (600438), LONGi Green Energy (601012), and JA Technology (002459) followed suit.
09:38 The concept of PEEK material fluctuated and rose, Nanjing Julong (300644) 20cm daily limit, Jusailon (301131), Xinhan New Materials (301076), Zhongxin Fluorine Materials (002915), Tongyi shares (300538), etc. followed up.
09:44 Coal stocks rebounded, New Continent A (000571) rose by the limit, Lu'an Environmental Energy (601699), Yunmei Energy (600792), China Coal Energy (601898), Huaibei Mining (600985), Shanxi Coking (600740), etc. followed up.
09:46 The ChiNext index fell to 1%, the Shanghai Composite Index fell 0.23%, and the Shenzhen Component Index fell 0.57%.
09:49 The concept of industrial metals fluctuated and rose, Shunbo Alloy (002996) rose by the limit, Jiaozuo Wanfang (000612) rose by more than 5%, Pengxin Resources (600490), Shenhuo (000933), Tianshan Aluminum (002532), Huayu Mining (601020) and so on.
09:53 The national defense and military industry sector fluctuated lower, Beimo Hi-Tech approached the fall limit, BDStar (002151), Aerospace Changfeng, Guanxiang Technology, 712 (603712), Zhenhua Scenery, etc. followed.
09:55 The solid-state battery sector moved up, Sanxiang New Materials (603663) rose by the limit, Zijian Electronics (301121) rose by more than 12%, Dow Technology (300409), Haishun New Materials (300501), Xiangfenghua (300890), Meilian New Materials (300586) and so on.
09:57 The Hang Seng Index rallied and turned up, with the Hang Seng Tech Index narrowing its decline to 0.36%.
10:00 According to the data of Straight Flush (300033) iFinD, the turnover of the Shanghai and Shenzhen markets reached 247.3 billion yuan in the opening half an hour.
10:00 A-share EVE Lithium Energy (300014) rose more than 5% intraday, with a turnover of more than 500 million yuan.
10:02 The Hang Seng Tech Index turned up intraday, after falling more than 1%, and the Hang Seng Index is now up 0.36%.
10:04 The real estate development sector moved up, Nanguo Real Estate (002305) and Hainan Expressway (000886) both rose by the limit, and Wanfang Development (000638), Xincheng Holdings (601155), Joy City (000031), and Airport (600463) followed suit.
10:05 Lixun Precision (002475) rose more than 5% intraday, with a turnover of more than 1.9 billion yuan. The company's net profit in the first quarter was 2.471 billion yuan, a year-on-year increase of 22.45%.
10:07 The photovoltaic concept bottomed out, Lushan New Materials (603051) rose by the limit, Arctech rose by more than 15%, Jingshan Light Machine (000821), Aiko shares (600732), Sungrow Power Supply (300274), Junda shares (002865) and so on.
10:09 The ChiNext index turned red, after falling more than 1%, the Shanghai Composite Index fell 0.12%, the Shenzhen Component Index rose 0.16%, and more than 3,300 stocks in the two cities rose.
10:11 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, of which the net inflow of Hong Kong stocks through Shanghai is 1.801 billion yuan, and the net inflow of Hong Kong stocks through Shenzhen is 1.202 billion yuan.
10:15 The quantum technology sector moved up, Haofeng Technology (300419) rose by the limit, Keda Innovation (300520) rose by more than 9%, Jida Zhengyuan (003029), Guodun Quantum, Geer Software (603232), Guoxin Technology, etc. followed up.
10:21 A-share Transsion Holdings fell 10.05% intraday, with a turnover of more than 800 million yuan.
10:35 The phosphorus chemical sector fluctuated and strengthened, with Annada, Liuguo Chemical, Lubei Chemical, and Jinpu Titanium Industry rising by the limit, and Sichuan Jinnuo (300505), Hubei Yihua (000422), and Sichuan Meifeng (000731) following up.
10:40 The three major A-share indexes collectively turned red, with the concept of titanium dioxide, phosphorus chemical industry, and diet pills leading the gains, and more than 3,500 stocks in the two cities rose.
10:58 The offshore yuan rose to a record high against the yen, now trading at 21.3920.
11:02 The concept of auto parts fluctuated and rose, Zhejiang Liming (603048) rose by the limit, Ningbo Founder (300998) rose by more than 10%, Dongli Machinery (301298), Fersa Technology (301529), Vantone Intelligent Control (300643) and so on.
13:00 According to Flush iFinD data, up to now, the turnover of the Shanghai and Shenzhen markets has exceeded 500 billion yuan, of which the turnover of the Shanghai Stock Exchange is 200.8 billion yuan and the turnover of the Shenzhen Stock Exchange is 300.9 billion yuan.
13:05 The hotel and tourism sectors were active in the afternoon, Lingnan Holdings (000524) hit the daily limit, after the Tibet tourism daily limit, Junting Hotel (301073) rose more than 7%, Huatian Hotel (000428), Quanjude (002186), Yunnan Tourism (002059) and so on.
13:18 The concept of high-voltage fast charging fluctuated and rose, Zhongheng Electric (002364) rose by the limit, Zhongneng Electric (300062), Power Source, Ruida, Aotexun (002227), Jinguan (300510), etc. followed up.
13:20 The media sector fluctuated lower, Zitian Technology (300280) fell by more than 10%, Guomai Culture (301052), Chinese Online (300364), Dragon Media (605577), Southern Media (601900), CITIC Publishing (300788), etc. followed suit.
13:35 ST Ningke opened the fall limit in the afternoon, after walking out of 16 falling limits.
13:38 ST Ningke staged the earth and sky board market in the afternoon, with a turnover of nearly 200 million yuan.
13:42 The logistics concept was active in the afternoon, Shentong Express (002468) rose by the limit, Zheshang Zhongtuo (000906), Yunda (002120), Shanghai Yashi (603329), Changjiu Logistics (603569), Debang (603056), etc. followed up.
14:42 The concept of low-altitude economy continues to be active, Wanfeng Aowei, Sichuan University Zhisheng, Haite High-tech, Lingnan Holdings, and Zhongheng Design have a daily limit.
Message Side:
1. Meta's revenue in the first fiscal quarter was $36.46 billion, compared to analysts' expectations of $36.12 billion
Meta's Q1 revenue was $36.46 billion versus analysts' expectations of $36.12 billion, Q1 EPS was $4.71 versus analysts' expectations of $4.30, Q1 advertising revenue was $35.64 billion, up 27% year-over-year, Q2 revenue was expected to be $36.5 billion to $39 billion, and analysts expected $38.24 billion.
2. The Central Financial Office and the Central Financial Working Committee: It is necessary to strengthen the risk assessment of financial innovation
The Central Financial Office and the Central Financial Working Committee said that supervision and supervision of supervision should be "long teeth and thorns", and resolutely show the sword when problems are discovered. We should properly handle the relationship between strengthening financial supervision and financial innovation, and financial innovation should be carried out, but we should not innovate indiscriminately, and we should not engage in "innovation" that deviates from the needs of the real economy and evades supervision. It is necessary to strengthen the risk assessment of financial innovation, and resolutely not engage in it if it does not work.
3. China Securities Construction Investment: The central bank will hedge liquidity when buying bonds, but the probability of RRR cuts has dropped significantly
The China Securities Construction Investment (601066) report pointed out that in terms of monetary policy outlook, the issuance of special treasury bonds may have an impact on liquidity. The central bank will certainly hedge its bond purchases, but the probability of a RRR cut has dropped sharply. According to the experience of treasury bond issuance in 1997, in order to hedge against such shocks, it is a conventional solution to release corresponding liquidity to banks by reducing the reserve requirement. At present, the mainland's monetary policy still maintains the basic tone of "flexible, moderate, precise and effective" and "maintaining reasonable and abundant liquidity", and emphasizes "stabilizing foreign investment and stabilizing the exchange rate". Therefore, if the central bank hedges by purchasing special treasury bonds, it will reduce the probability of a RRR cut. However, at present, real interest rates are still high, and long-term interest rates, including policy interest rates, lending rates, LPR, and deposit rates, are still high, and it is necessary to observe the future economic trend.
4. Sichuan Province: Expand the demonstration application of hydrogen energy in distributed energy, aircraft, hydroammonia integration and other fields
According to Sichuan Economic Net, on April 24, the 2024 Chengdu International Industry Expo Hydrogen Energy Chain Expo and the 3rd International Hydrogen Energy and Fuel Cell Industry Conference were held in Chengdu. Zeng Jiming, a member of the party group and deputy director of the Sichuan Provincial Department of Economy and Information Technology, said that Sichuan has become one of the most suitable regions in the country for the development of hydrogen energy industry. In terms of hydrogen source security, Sichuan Province has built a hydrogen source supply system that focuses on industrial by-product hydrogen and accelerates the development of green hydrogen in the early stage, and has the fourth comprehensive support capacity in the country. In terms of demonstration application, fuel cell vehicle demonstrations have been carried out in 10 cities (prefectures) such as Chengdu, Deyang and Panzhihua, with a total of 619 fuel cell vehicles promoted and 17 hydrogen refueling stations built, ranking first in the west and leading in the country. Sichuan Province has also taken the lead in jointly building the "Chengdu-Chongqing Hydrogen Corridor" with Chongqing, and simultaneously expanding the demonstration application of hydrogen energy in distributed energy, aircraft, hydrogen ammonia integration and other fields, making it one of the regions with the richest hydrogen energy application scenarios in China.
5. Dongfeng Motor and DJI Automotive have reached a strategic cooperation to lay out intelligent driving
The CSI Taurus reporter exclusively learned from people familiar with the matter that on the opening day of the Beijing International Auto Show, Dongfeng Motor (600006) signed a strategic cooperation agreement with DJI Automotive to cooperate in the development, integration and testing of intelligent driving systems, and to carry out mass production on multiple models of the "Dongfeng" brand. Through this cooperation, the two parties will seize the opportunity of intelligence, focus on excellent consumer experience, and work together to create intelligent driving solutions that are technologically advanced and meet the core needs of consumers, and jointly promote the innovation and development of intelligent driving technology.
6. The Ministry of Industry and Information Technology solicited opinions: electric bicycles plan to ban on-board chargers and improve permanent identification
The Ministry of Industry and Information Technology (MIIT) is soliciting opinions on the No. 1 amendment to the mandatory national standard No. 1 (draft for comments) of the "Safety Technical Requirements for Chargers for Electric Bicycles". According to the brief letter of the Ministry of Industry and Information Technology, in view of the recent emergence of a large number of on-board chargers, which may affect the safety of electric bicycles, it is proposed to ban on-board chargers and improve the permanent identification content. During the drafting process of this document, the main drafting units and main drafters were convened for discussion. It explains the current situation and task needs, and implements the relevant policy requirements, which will increase the permanent identification of high temperature resistance and ban the on-board charger, without major differences. This document proposes a transition period of 6 months. Due to the addition of permanent identification of high temperature resistance, enterprises need a certain amount of time in design improvement, production equipment upgrades, etc., it is recommended that the transition period between the release date of this document and the implementation date is set at 6 months to ensure that production enterprises can fully digest and understand and ensure the implementation of the document. (Ministry of Industry and Information Technology)
7. National Development and Reform Commission: The next step is to put the urbanization of the agricultural transfer population in a more prominent position and release the huge domestic demand potential contained in urbanization
According to the Xinhua News Agency, Li Hui, deputy director of the National Development and Reform Commission's Comprehensive Department of National Economy, said that at present, the level of new-type industrialization and urbanization in some areas of the mainland is still relatively low, and the next step is to put the urbanization of the rural population in a more prominent position, speed up the completion of the shortcomings and weaknesses in urban construction, improve the level of new-type industrialization and urbanization in potential areas, release the huge potential of domestic demand contained in urbanization, and improve the quality of life of the people in the process. Talking about the future economic trend, Li Hui said that we have the opportunity to develop new quality productivity to bring about industrial upgrading, have a more solid foundation for high-quality development, have the driving force and vitality to further deepen reform and opening up, and have policies and work preparations to deal with domestic and foreign risks and challenges.
8. Xpeng Huitian "Land Aircraft Carrier" split flying car will be available for pre-sale in Q4 2024
At the 2024 Beijing Auto Show, it was learned from the Xpeng Motors booth that the Xpeng Huitian "Land Aircraft Carrier" split flying car will be pre-sold in Q4 2024, and the new brand MONA will be officially launched in June. (Phoenix.com)
9. State Administration of Financial Supervision and Administration: Provide appropriate insurance protection programs around low-altitude economy and other fields
The State Administration of Financial Supervision and Administration issued guidance on promoting the high-quality development of green insurance. Among them, it is proposed to provide insurance protection for R&D, manufacturing, application and other links around the development of new energy vehicles, intelligent networked vehicles, rail transit and other fields. Provide suitable insurance protection solutions in the fields of low-altitude economy, multimodal transport, and green distribution. Focusing on the construction of green transportation infrastructure, we provide comprehensive risk assurance solutions for planning, construction, operation and maintenance.