As of midday, the Shanghai Composite Index fell 0.12%, the Shenzhen Component Index fell 0.63%, the ChiNext Index fell 1.25%, the Beijing Stock Exchange 50 Index fell 0.20%, and the half-day turnover of the three markets in Shanghai, Shenzhen and Beijing was 697.4 billion yuan, of which 693.9 billion yuan was in Shanghai and Shenzhen, a decrease of 104.7 billion yuan from the previous day. More than 3,600 stocks in the two cities fell, and northbound funds sold a net of 3.25 billion yuan in half a day.
In terms of plate themes, white goods, chemical pharmaceuticals, and titanium dioxide concepts were among the top gainers, while low-altitude economy, hotels and tourism sectors were among the top decliners.
On the disk, the white goods sector was among the top gainers, and Langdi Group (603726), Omar Electric (002668), and Changhong Meiling (000521) rose to the limit. The real estate development sector is partially active, with Nanguo Real Estate (002305) 4 boards, Huayuan Real Estate (600743), Tianbao Infrastructure (000965), Rongsheng Development (002146), synthetic biology concept leading the rise, Chuanning Biotechnology (301301), Fujilai (301258), Yiduoli (300381), and Azure Biotechnology (603739). The concept of low-altitude economy ebbed and fell, Zhongheng Design (603017), CITIC Haizhi (000099), Zongshen Power (001696) fell to the limit, Jiangsu Jiaotong (300284) and Shenzhen City Exchange (301091) fell by more than 10%, the hotel and tourism sectors fell first, Tibet Tourism (600749) fell to the limit, Huangshan Tourism (600054) and Lingnan Holdings (000524) followed the decline.
Sector Analysis:
Straight Flush Hot Stock List:
Retrospective:
09:25 A-shares opened, the Shanghai Composite Index opened 0.09% lower, the Shenzhen Component Index opened 0.28% lower, and the ChiNext Index opened 0.68% lower.
09:27 Unmanned concept stocks strengthened at the beginning of the session, with Zhonghaida (300177) daily limit, Luchang Technology (002813) daily limit, Guangting Information (301221), Wanji Technology (300552), Tianmai Technology (300807), Zhejiang Shibao (002703), etc. Tesla's U.S. stock rose more than 15%, the biggest one-day gain since March 2020.
09:29 The real estate development sector continued to be active, with Nanguo Real Estate 4 boards, Huayuan Real Estate, Rongsheng Development, Jingneng Real Estate (600791), China Wuyi (000797), Dalong Real Estate (600159), etc.
09:30 The Hang Seng Tech Index rose 1% and the Hang Seng Index rose 0.5%.
09:30 The tourism sector fell at the beginning of the session, Tibet tourism fell to the limit, and China Youth Travel Service (600138), Huangshan Tourism, Yunnan Tourism (002059), Lijiang shares (002033), Zhangjiajie, etc. followed the decline.
09:33 The concept of low-altitude economy changed and fell, Zhongheng Design fell to the limit, Zongshen Power, Jindun (300411), CITIC Haizhi, Wanfeng Aowei (002085), Shangluo Electronics (300975) and so on quickly followed.
09:36 Pork stocks fluctuated and rose, Tiankang Biology (002100) rose more than 7%, Dongrui shares (001201), Tang Renshen (002567), Zhenghong Technology (000702), Huatong shares (002840), New Wufeng (600975) and so on.
09:38 Aowei Communication (002231) staged the sky floor in the intraday, with a turnover of more than 400 million yuan.
09:44 The photovoltaic sector fell in early trading, quartz shares (603688) and Tunghsu Blue Sky (000040) fell to the limit, Risen Energy (300118) fell more than 8%, and LONGi Green Energy (601012), JA Solar Technology (002459), Daqo Energy, Tongwei (600438) and others followed.
09:52 Bank stocks fluctuated higher, Changshu Bank (601128) rose more than 5%, Shanghai Pudong Development Bank, Bank of Qingdao (002948), Zheshang Bank (601916), Bank of Jiangsu (600919), Bank of Communications, etc. followed suit.
09:56 The concept of chemical pharmaceuticals fluctuated and rose, with Twining Biotech and Hepalink (002399) both rising to the limit, Allist, Tonghe Pharmaceutical (300636), Aosaikang (002755), Borui Pharmaceutical, etc.
10:00 According to the data of Straight Flush (300033) iFinD, the turnover of the Shanghai and Shenzhen markets reached 355.2 billion yuan in the first half of the opening hour.
10:01 The concept of titanium dioxide continues to be active, Lubei Chemical (600727) has 4 boards, Donghua Technology (002140), Gimpo Titanium (000545), China Nuclear Titanium Dioxide (002145), Anning (002978), etc.
10:06 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 2.046 billion yuan in Hong Kong and Shanghai and 959 million yuan in Hong Kong and Shenzhen.
10:06 The metal copper plate fluctuated and rose, Tibet Tianlu (600326), Zhengping shares (603843), Tibet Zhufeng (600338) daily limit, Huayu Mining (601020), Pengxin Resources (600490), Tongling Nonferrous Metals (000630) and so on.
10:21 The Sora concept bottomed out and rebounded, Huichang Communication (300578) rose by more than 12%, and Anoki (300067), Yuanlong Yatu (002878), Zhongguang Tianxue (603721), Huace Film and Television (300133), Tianyu Digital Technology (002354), etc. followed suit.
10:22 The ChiNext index fell to 1%, the Shanghai Composite Index rose 0.27%, the Shenzhen Component Index fell 0.22%, tourism hotels, flying cars, photovoltaics, military industry and other directions fell first, and nearly 3,200 stocks fell in Shanghai, Shenzhen and Beijing.
10:27 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 226.4 billion yuan and the turnover of the Shenzhen Stock Exchange is 273.5 billion yuan.
10:34 Changan Automobile fell more than 7% intraday, and the company's net profit attributable to the parent company in the first quarter was 1.158 billion yuan, a year-on-year decrease of 83.39%.
10:38 The concept of household appliances has risen, Omar Electric Appliances and Changhong Meiling have both risen by the limit, and Haier Smart Home (600690), Martian (300894), Ecovacs (603486), Hisense Home Appliances (000921) and so on.
11:06 Changan Automobile hit the fall limit, with a turnover of more than 5.5 billion yuan.
Message Side:
1. Tongcheng New Materials (603650): New breakthroughs have been made in the photoresist product line It is expected that a number of ArF/ArFi products will gradually be mass-produced and introduced in the second half of the year
Tongcheng New Materials announced on the official account that ArF photoresist has been shipped in batches. This means that the company has made a new breakthrough in the photoresist product line. Recently, some ArF/ArFi photoresist products have been verified by domestic chip factories, obtained large-scale mass production orders, and have begun to be supplied in batches. At the same time, with the continuous deepening of new product development and customer verification, it is expected that a number of ArF/ArFi products will be gradually mass-produced and introduced in the second half of this year.
2. The new policy of the property market has been intensively introduced Industry insiders: It is expected that more core cities are expected to introduce policies after May
According to the Securities Times, many places intensively introduced new policies for the property market before the holiday. Industry insiders believe that the current policy coverage and support are better than in the past, and it is expected that more core cities are expected to introduce policies after May.
3. The central bank invested 438 billion yuan in the open market
In order to maintain stable liquidity at the end of the month, the central bank launched a reverse repurchase operation of 440 billion yuan in the form of interest rate bidding today, and the winning interest rate was 1.8%, the same as before. Flush iFinD data shows that 2 billion yuan of 7-day reverse repurchase expired today, so a net investment of 438 billion yuan was realized on the same day.
4. National Bureau of Statistics: Manufacturing Purchasing Managers' Index was 50.4% in April
According to the National Bureau of Statistics, in April, the manufacturing purchasing managers' index (PMI) was 50.4%, down 0.4 percentage points from the previous month, and was in the expansion range for two consecutive months, and the manufacturing industry continued to maintain a recovery and development trend. In April, the non-manufacturing business activity index was 51.2%, down 1.8 percentage points from the previous month, still higher than the critical point, and the non-manufacturing industry continued to expand. In April, the composite PMI output index was 51.7%, down 1.0 percentage points from the previous month, indicating that the expansion of production and business activities of mainland enterprises has slowed down. The manufacturing production index and the non-manufacturing business activity index, which make up the composite PMI output index, were 52.9% and 51.2%, respectively.
In May and April, Caixin China's manufacturing PMI rose to 51.4, the highest since March 2023
According to Caixin, in April 2024, the improvement of domestic and foreign demand drove the prosperity level of China's manufacturing industry to continue to rise. The Caixin China Manufacturing Purchasing Managers' Index (PMI) for April 2024 released on April 30 recorded 51.4, 0.3 percentage points higher than in March and hit a new high since March 2023, reflecting the continued acceleration of manufacturing production and business activities.
6. Tesla and Baidu Maps exclusively customize lane-level high-auxiliary maps
The reporter found from the website of the Ministry of Natural Resources that in addition to the "Baidu Car Machine Map" (T version) for car navigation services, Baidu Maps has recently approved a number of "Advanced Assisted Driving Maps" by the Ministry of Natural Resources. A person familiar with the matter exclusively revealed to reporters that among the above-mentioned approved maps, the GS (2023) No. 4634 advanced assisted driving map submitted by Baidu Zhitu Technology Co., Ltd. for navigation is the lane-level map completed by the two parties, and the cooperation between Tesla and Baidu Maps is "exclusive" and deeply customized. (CBN)
7. State-owned Assets Supervision and Administration Commission: Accelerate the deep integration of new technologies such as artificial intelligence with the whole process and all elements of manufacturing
According to the website of the State-owned Assets Supervision and Administration Commission, the State-owned Assets Supervision and Administration Commission of the State Council held a meeting to promote the large-scale equipment renewal of central enterprises on the 28th. Zhang Yuzhuo, Secretary of the Party Committee and Director of the State-owned Assets Supervision and Administration Commission of the State Council, stressed that state-owned central enterprises should implement the major deployment of the Party Central Committee and the State Council, further improve their political position, and deeply understand that promoting large-scale equipment renewal is a prerequisite for promoting technological change and industrial upgrading, and is a powerful measure to stimulate national economic growth. It is necessary to aim at building a world-class enterprise, accelerate the renewal of advanced equipment, focus on improving efficiency and efficiency, advanced production capacity, and independent and controllable capabilities, strengthen benchmarking with the global advanced level, and update a number of advanced equipment with high technology, high efficiency and high reliability; In-depth integration of all factors; accelerate the promotion of green transformation, strengthen the promotion of green equipment and equipment energy efficiency management, strengthen the docking with platform companies, and form a virtuous cycle of products from R&D and manufacturing to recycling; accelerate the promotion of intrinsic safety, increase the transformation of old devices, The application of safety technology and the application of safety equipment should reduce safety risks and hidden dangers from the source; to accelerate the strengthening of effective supply, equipment manufacturing enterprises should increase the research and development and promotion of new devices and equipment, shipbuilding enterprises should increase the research and development of new energy power ships, and related enterprises should speed up product optimization and upgrading. It is necessary to strengthen organizational leadership, make good use of support policies, and advance in a steady and orderly manner