China Fund News reporter Li Zhi
The new week has begun, let's take a look at the market situation and information in the morning.
Today, A-shares are on the hot search again!
A-shares continued to be strong in early trading, with the three major indexes fluctuating and rising, with the Shanghai Composite Index standing above 3,100 points and the ChiNext Index rising sharply. As of the midday close, the Shanghai Composite Index rose 0.8%, the Shenzhen Component Index rose 2.18%, and the ChiNext Index rose 3.6%.
From the perspective of the plate, the real estate sector broke out across the board, driving the strengthening of household goods and building materials, the soaring of new energy track stocks, lithium batteries, solid-state batteries, and Ning combinations, and the large financial sector was active, while precious metals, shipping, energy equipment and other sectors fluctuated and adjusted.
Hong Kong stocks continued to be strong, with the three major indexes all rising more than 1%, and auto stocks were active, with Xpeng Motors, Weilai, and Li Auto leading the gainers.
Real estate stocks strengthened across the board
Real estate stocks have strengthened across the board, with special services, Debi Group's 20CM daily limit, more than 10 stocks such as China Fortune, Rongsheng Development, Dalong Real Estate, and Jingneng Real Estate have increased their daily limits, and Vanke A has a large daily limit.
On the news side, recently, Chengdu, Nanjing, Shenzhen and other places have launched new policies for the property market. On April 28, the Chengdu Municipal Bureau of Housing and Urban-Rural Development issued the "Notice on Further Optimizing the Policies and Measures for the Stable and Healthy Development of the Real Estate Market", clarifying that the city-wide housing transactions will no longer review the qualifications for house purchase, that is, the city-wide housing transactions will no longer review the household registration, social security and other housing purchase conditions, and no longer limit the number of units purchased.
On April 26, Nanjing issued the "Notice on Matters Concerning the Settlement of Legal and Stable Domiciles (Draft for Comments)", which shows that the conditions for settling in Nanjing will be further relaxed, and non-Nanjing household registration persons who have a legal and stable residence in Nanjing and actually reside in Nanjing can directly apply for settlement.
Western Securities said that the core second-tier cities actively promote the implementation of supportive policies for the property market, release easing signals, Chengdu has completely canceled the purchase restriction policy, and Nanjing can settle down when buying a house. On the policy side, both sides of supply and demand are working together, and the trading volume is expected to recover moderately, so it is recommended to standardize the allocation of the industry.
New energy track stocks soared
New energy track stocks soared, lithium battery-related concept stocks fluctuated and rose, Fangyuan shares once touched the 20CM limit, and German Nano, Tiannai Technology, and Long-term Lithium followed up.
CATL rose more than 7% intraday, hitting a new high in the year, with a turnover of 6.42 billion yuan. Sectors such as Ning combination, solid-state battery, and battery recycling have strengthened.
On the news side, the Ministry of Commerce, the Ministry of Finance and other 7 departments jointly issued the "Detailed Rules for the Implementation of the Trade-in Subsidy for Cars", and the "Detailed Rules" clarified the scope and standards of the subsidy. From the date of issuance of the "Detailed Rules" to December 31, 2024, a subsidy of 10,000 yuan will be given to those who scrap the above two types of old passenger cars and purchase eligible new energy passenger vehicles, and a subsidy of 7,000 yuan will be given to those who scrap the fuel passenger cars with emission standards of China III and below and purchase fuel passenger cars with a displacement of 2.0 liters and below.
Huaxi Securities believes that the implementation of the "Implementation Rules for Automobile Trade-in Subsidy" is expected to promote the continuous development of the mainland's new energy vehicle industry and boost further sales growth. Driven by the strong policy support for the application and promotion of new energy vehicles, as well as the increase in new high-quality supply, the penetration rate of new energy vehicles in mainland China is expected to continue to increase and promote the expansion of demand in the whole industry chain.
Robot concept stocks were active
Robot concept stocks opened actively, Glebo 20CM daily limit, Haozhi Electromechanical rose more than 15%, Seagull shares, Sijin Intelligence, Huahong Technology, etc.
On the news side, on April 27, the Beijing Humanoid Robot Innovation Center released the world's first full-size humanoid robot "Tiangong" with pure electric drive anthropomorphic running, which is the world's first pure electric drive full-size humanoid robot that will "run".
Editor: Captain
Review: Chen Mo