China Fund News Chenxi
Hello everyone! It's a beautiful Friday again, let's pay attention to the market situation and the latest information in the morning~
On April 26, the A-share market opened mixed: the Shanghai Composite Index was at 3,054.98 points, up 0.07%, the Shenzhen Component Index was down 0.06%, and the ChiNext Index was up 0.17%. Driven by the "bull market flag-bearer", the market fluctuated higher in the morning, and the GEM index rose more than 2% intraday.
Northbound funds have increased their positions in a big way, and as of 11 o'clock, they have bought more than 10 billion yuan.
In terms of industries, indices such as computer hardware, precious metals, automobiles, and communication equipment rose one after another in the morning, and concepts such as optical modules, quantum technology, eastern and western computing, and AI computing power were among the top gainers. Bank stocks generally fell, and coal, forestry, gas, steel and other sectors fell slightly.
The Hong Kong stock market opened in the red: the Hang Seng Index rose 0.3%, Hang Seng Technology rose 0.4%, and the Hang Seng State-owned Enterprises rose 0.43%. The Hong Kong stock market was hot in the morning, and Hang Seng Technology rose more than 3% intraday. Sunny Optical Technology, Xpeng Motors, and NIO led the rise of Hang Seng Technology.
The mergers and acquisitions of the securities industry are coming, and the "bull market flagbearer" has risen sharply
On April 26, the non-bank financial sector led the market in the morning. Huajin Capital and Guosheng Financial Holding have a large price limit in the call auction stage. Founder Securities, Capital Securities, Zheshang Securities, China Galaxy, Pacific and other stocks followed suit.
Last night, Guolian Securities issued a suspension announcement on the planning of major asset restructuring matters, saying that it intends to issue shares to acquire 95.48% of the shares of Minsheng Securities held by 45 counterparties such as Guolian Group, and the restructuring and integration have entered a substantive stage. Under the wave of mergers and acquisitions in the securities industry, Guolian Securities took the lead in taking a step forward and played an exemplary role for the industry.
Although A-shares were suspended, Hong Kong stocks Guolian Securities traded normally today, opening nearly 15% higher in the morning, and once rose more than 31% in intraday trading, with the highest share price reaching HK$3.88 per share.
Hong Kong stock brokerages collectively rose, with China Merchants Securities and CITIC Securities rising more than 5%.
The concept of computing power has collectively risen, and the industrial Fortune Federation has a large price limit
On the morning of April 25, the A-share communication sector rose sharply, and the concepts related to computing power collectively rose, and the indices such as optical modules, eastern data and western computing, AI computing power, and computing power leasing ranked among the top in the market.
In terms of individual stocks, Shenyu shares have a 20CM daily limit, and heavyweight stocks such as Zhongji Innolight and Xin Yisheng have risen sharply, driving the GEM index upward.
Guotai Junan's recent research report said that the export of optical modules in March corroborated the financial report season to meet the high prosperity. Judging from the customs data released on April 20, the export value of optical modules in mainland China recorded the highest record in a single month again after January. The monthly export value of optical modules in March was 3.569 billion yuan, an increase of 59% year-on-year and 22.8% month-on-month in February. Domestic and foreign demand resonate, the industry delivery is full, and we continue to focus on the optical module industry sector.
The stock price of the Industrial Fortune Federation rose to 24.41 yuan per share, and the total market value reached 484.9 billion yuan.
The concept of Huakun Zhenyu went higher, Zhenshitong and high-tech development both rose to the limit, and Digital China and Rongke Technology followed suit.
Bank stocks collectively fell, and Bank of Jiangsu fell more than 9%
The "bull market flag-bearer" rose sharply, but bank stocks performed poorly in the morning, and the decline was in the forefront of the Shenwan first-class industry.
Among them, the Bank of Jiangsu fell sharply at the open, with an intraday decline of 9.83%. Shanghai Rural Commercial Bank fell nearly 9%, Bank of Suzhou, Bank of Changsha, etc. fell more than 4%.
Last night, Bank of Jiangsu announced its 2023 annual report and 2024 first quarter report. As of the end of 2023, the bank's total assets exceeded 3.4 trillion yuan, an increase of 14.20% from the end of the previous year, revenue increased by 5.28% year-on-year, and net profit attributable to the parent company increased by 13.25% year-on-year. In the first quarter of 2024, Bank of Jiangsu's revenue increased by 11.72% year-on-year, and net profit increased by 10.02% year-on-year. Although the performance still maintained a certain increase, the growth rate was lower than the previous decline and lower than market expectations.
Editor: Xiao Mo
Review: Xu Wen