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Hot stock first! The tail plate is abrupt, and the amount of heaven is set again

author:China Securities Journal

Today's three major stock indexes collectively closed down, among them, the Shanghai Composite Index fell slightly by 0.07%, the Shenzhen Component Index fell by 0.05%, and the ChiNext Index fell by 0.26%. The Beijing Stock Exchange 50 Index bucked the trend, rising 1% at one point and closing up 0.74%.

Hot stock first! The tail plate is abrupt, and the amount of heaven is set again

On the disk, the civil explosion concept, games, and education sectors were among the top gainers, while the cell immunotherapy, real estate, and coal sectors were among the top decliners. Overall, more than 3,400 stocks rose.

Zhengdan shares, which once rose sharply in the morning, suddenly changed in the afternoon, and fell sharply at the end of the day, and finally closed down 3.69%, with an amplitude of more than 18% throughout the day and a turnover of more than 2.3 billion yuan, setting a new historical volume. The stock ranks first on the list of hot flush stocks.

Hot stock first! The tail plate is abrupt, and the amount of heaven is set again

Apple's new headset progress boosts concept stocks

Apple's concept stocks performed well today. Baiao Intelligent rose more than 17%, Shenyu Shares, Zhi Cube, Jeput and other stocks rose more than 6%, and Silk Road Vision, Jiahe Intelligence, Bozhon Seiko and other stocks followed suit.

Hot stock first! The tail plate is abrupt, and the amount of heaven is set again

According to the website of the China Quality Certification Center, Apple's headset product Vision Pro has passed the China 3C certification. The applicant for the certificate is Apple Inc. of the United States, and the manufacturer is Likai Precision Technology (Kunshan) Co., Ltd.

The 3C certification system is a compulsory product certification system implemented by China for products involving personal health and safety in accordance with the law. Under normal circumstances, related products that have not obtained 3C certification are not allowed to be imported, shipped and sold.

CCTV financial news, at the 2024 annual meeting of the China Development Forum, which opened on March 24, Apple CEO Tim Cook said that Apple's Apple Vision Pro headset will be launched in the Chinese market this year, and at the same time, the company is continuing to increase investment in research and development in China.

In the afternoon, the stock market fluctuated and strengthened

Civil explosive concept stocks are among the top gainers today, with stocks such as YIPLI, Shengjingwei, and Poly United rising to the limit, and Jiangnan Chemical, Guangdong Hongda, and Jinaobo rising to the top.

Hot stock first! The tail plate is abrupt, and the amount of heaven is set again

Industry insiders said that with the implementation and implementation of the national policy of "encouraging upstream and downstream enterprises with the industrial chain as a link to integrate resources and extend their business", the "integrated" development model of the civil explosive industry continues to develop, and the income from engineering blasting services has become an important economic growth support for the civil explosive industry. As an important part of the civil explosive industry, detonators play an irreplaceable role in the field of resource development and infrastructure construction. Various policies continue to exert force, providing a good environment for the development of the detonator industry.

With the rapid development of infrastructure construction in China, the number of projects including roads, railways, tunnels, etc., has increased, and the demand for detonators has also increased accordingly. Detonators are a necessity for infrastructure construction.

The CITIC Securities research report pointed out that under the background of increasing reserves and production of domestic mineral resources and major mining enterprises continuing to take mines overseas, the demand of the civil explosive industry is stable and upward, and the strict policy restrictions on the total supply make the industry a high-quality track in the supply and demand pattern.

From the perspective of business model, in recent years, major civil explosive enterprises are gradually expanding from the sales of civil explosive products to the integration of sales + blasting + mining services, which will bring about two important changes: First, the output value of enterprises has expanded exponentially, which is estimated to be about 4 times. Second, customer stickiness has been greatly enhanced, and the service cycle has been as long as decades. Compared with overseas civil explosive-mining service integration leaders and domestic mining service enterprises, the upgrading of business model is expected to bring about the reshaping of the value of civil explosive enterprises.

(The picture of the market in the article comes from the straight flush)

Editor: Li Ruoyu Jiao Yuanyuan Proofreader: Signed by Yu Hongbo: Fei Yangsheng

Hot stock first! The tail plate is abrupt, and the amount of heaven is set again