2024-02-09 00:38:02
The three major A-share indexes rose collectively, with more than 4,600 stocks in the two cities going red. On the market, semiconductors, high-bandwidth memory, space-based interconnection, PVDF concept, memory chips, Huawei Ascend, nuclear pollution prevention and control, data security, digital sentry and other sectors are at the forefront of the gainer list. ST stocks and banking sectors bucked the trend and fell.
As of midday closing, the Shanghai Stock Exchange Index rose 1.15% to 2862.31 points; the Shenzhen Component Index rose 2.24% to 8903.53 points; the GEM Index rose 2.16% to 1743.84 points; the Science and Technology Innovation 50 Index rose 1.85% to 757.18 points; the North Securities 50 The index rose 0.96% to 817.44 points. The total half-day turnover in the two cities was 653.2 billion, with northbound funds buying 5.328 billion in net.
The daily limit closing rate of 140 stocks was 71.07%
In terms of daily limit stocks, as of the midday close, a total of 140 stocks had reached their daily limit, and 57 stocks had hit their daily limit at one time, with a closing rate of 71.07%.
In terms of individual stocks, the computer sector strengthened, with New World hitting the daily limit, Huayu Software hitting the 20CM daily limit, LongSoft Technology, Anheng Information, etc. rising by more than 10%; chip concepts soared, with nearly 20 stocks such as Fuman Micro, National Technology, Haite High-tech, and Huawei Electronics Daily limit; military industry stocks fluctuated and rose, with Kuangqi Technology and Xingwang Yuda hitting the daily limit; CPO concept stocks were active repeatedly, with Zhenyou Technology, Yuanjie Technology, Shenzhen Keda, etc. rising by more than 10%; consumer electronics concept stocks rebounded, Yidao Information , Tony Electronics, Chuanyi Technology, Kechuan Technology, etc. hit their daily limit.
The North Securities 50 Index rose 0.96%, and there was no daily limit for individual stocks in the North Stock Exchange sector.
Northbound funds: net inflow of 5.328 billion yuan
As of midday closing, there was a net inflow of northbound funds, including a net inflow of 1.256 billion yuan from Shanghai Stock Connect and a net inflow of 4.073 billion yuan from Shenzhen Stock Connect, for a total net inflow of 5.328 billion yuan.
Industry capital flow: 690 million yuan net inflow into auto parts
In terms of industry funds, as of the midday close, net inflows of auto parts, general equipment, etc. ranked high, of which auto parts had a net inflow of 690 million yuan.
In terms of net outflows, banks and securities ranked high, with banks having a net outflow of 1.32 billion yuan.
Top 10 stocks by trading volume
In terms of individual stock transaction value, as of the noon closing, Kweichow Moutai ranked first in the two cities, with a transaction value of 4.551 billion yuan; Cyrus ranked second in the two cities, with a transaction value of 3.646 billion yuan.
Today’s news
The main leaders of the China Securities Regulatory Commission adjusted and appointed Wu Qing as Party Committee Secretary and Chairman
The Central Committee of the Communist Party of China decided to appoint Comrade Wu Qing as Secretary of the Party Committee of the China Securities Regulatory Commission and remove Comrade Yi Huiman from his position as Secretary of the Party Committee of the China Securities Regulatory Commission. The State Council decided to appoint Comrade Wu Qing as Chairman of the China Securities Regulatory Commission and remove Comrade Yi Huiman from his position as Chairman of the China Securities Regulatory Commission.
National Bureau of Statistics: CPI rose 0.3% month-on-month in January and PPI fell 2.5% year-on-year
In January 2024, affected by the holiday effect, residents’ consumer demand continued to increase, and the national consumer price increased by 0.3% month-on-month. It has increased for two consecutive months, and the increase increased by 0.2 percentage points from the previous month. Among them, urban prices increased by 0.3% and rural areas increased by 0.2%; food prices increased by 0.4% and non-food prices increased by 0.2%; consumer goods prices increased by 0.2% and service prices increased by 0.4%. In January, affected by the high base of the Spring Festival in the same month last year, the national consumer price fell by 0.8% year-on-year. Among them, urban prices dropped by 0.8% and rural prices dropped by 0.8%; food prices dropped by 5.9% and non-food prices increased by 0.4%; consumer goods prices dropped by 1.7% and service prices increased by 0.5%. Among the year-on-year changes in the CPI (Consumer Price Index) of -0.8% in January, the tailing impact was approximately -1.1 percentage points; the new impact of this year’s price changes was approximately 0.3 percentage points. In January 2024, affected by fluctuations in international commodity prices, the national industrial producer’s ex-factory price fell by 2.5% year-on-year and 0.2% month-on-month. The decline narrowed by 0.2 and 0.1 percentage points respectively from the previous month; the purchasing price of industrial producers fell year-on-year. 3.4%, the decline narrowed by 0.4 percentage points, a month-on-month decrease of 0.2%, and the decline was the same as last month.
There are rumors that all securities lending will be recalled in advance?Brokerage response: It is not true that no relevant notification has been received
On the evening of February 7, in response to the news that “all securities lending will be recalled in advance tomorrow” and “all securities will be returned” spread online, the relevant person in charge of a branch of a securities firm told Jiemian News: The rumors are untrue, and no immediate recall notice has been received. . In addition, the sales department manager of a leading securities firm in Shanghai said: “Currently, the sales department has not received an immediate recall notice for securities lending.”
rare! The central bank bought 140 billion yuan!Increased gold holdings for 15 consecutive months
On February 7, data released by the State Administration of Foreign Exchange showed that as of the end of January 2024, the size of China’s central bank’s gold reserves was reported at 72.19 million ounces, an increase of 320,000 ounces from the previous month. It is worth mentioning that this is the fifteenth consecutive month of increase, with the cumulative increase in holdings reaching 9.55 million ounces (approximately 271 tons). Based on the latest international spot gold price (2,034 US dollars per ounce), the cumulative increase in holdings reached US$19.4 billion (approximately RMB 140 billion).
The third 100 billion ETF is here! What signal is released?
As long-term investors firmly judge the bottom of the A-share market, broad-based ETFs are playing a core role in infusing stocks and activating the market. E Fund confirmed on the evening of February 7 that its Shanghai and Shenzhen 300 ETF exceeded 100 billion. Brokerage China reporters noticed that after Central Huijin announced on February 6 that it would expand the scope and scale of ETF holdings, ChinaAMC SSE 50 ETF and E Fund CSI 300 ETF announced their scales exceeded 100 billion the next day. At the same time, a number of public funds have announced the upcoming issuance of blockbuster new products of broad-based ETFs, which also highlights that the current position of the A-share market is that opportunities outweigh risks. Previously, some fund company insiders predicted the high-tempo issuance of ETFs and the growth of capital scale in 2024. It is expected that It will have a positive impact on the market.
Trillion leader new high!NVIDIA hits record highs four times in five days, stock price breaks $700 for first time
On February 7, local time, all three major U.S. stock indexes closed higher, with the Dow hitting a record high. The S&P 500 index is approaching the 5,000-point mark, also hitting a record high. NVIDIA stock price exceeded $700 for the first time.
The wave of A-share buybacks continues! 37 listed companies plan to repurchase the upper limit of 100 million yuan
According to incomplete statistics from the Financial Associated Press, as of press time, a total of 39 listed companies have disclosed plans to repurchase or increase their shareholdings with an upper limit of 100 million yuan or more on February 7. Among them, Canadian Solar, Hangjin Technology, Huanhuajia, Yuyuan Holdings, Junyao Health, Aide Biotechnology, Dafeng Industrial, Donggang Holdings, Lansheng Holdings, USI Electronics, Changgao Electronics, Novogene, Panwei Network, Rejing Biotech, Yongguan New Materials, Oriental Biotechnology, Jingwei Hengrun, Hongrun Construction, Simei Media, Chinese Media, Huayuan Holdings, Baos Co., Ltd., Suzhou Keda, Pu Nai Co., Ltd., Zhengzhong Design, Asia Chuangneng, Fuda There are 37 companies in total including Jiaxin Silk, Jinshan Office, Shanggong Shenbei, Shentong Technology, Xintian Pharmaceutical, Liancheng Precision, Huamao Co., Ltd., Taifu Pump Industry, Yuanjie Technology and Yidong Electronics.
institutional perspective
Galaxy Securities: Continue to be optimistic about the long-term investment value of the power industry
The Galaxy Securities research report pointed out that the overall performance of the power industry is highly certain and has strong dividend capabilities. It will continue to benefit from the reform of central state-owned enterprises in the future and continues to be optimistic about the long-term investment value of the power industry. In the short term, we recommend the thermal power sector with policy catalysts, continued improvement in performance, and room for improvement in valuation; long-term, low-risk preference funds focus on nuclear power and hydropower; and strategically deploy the new energy sector on dips.
CITIC Construction Investment: Funding is expected to remain tight and stable in February
CITIC Construction Investment’s research report stated that looking forward to February, monetary policy still has demands for maintaining reasonably sufficient liquidity and supporting the sustainable and rapid growth of social financing scale, and does not have the basis for tightening. On the other hand, preventing the accumulation of funds and maintaining the smooth operation of the money market are also important concerns of the central bank. There is no basis for significant easing of liquidity in the short term. The demand for cash withdrawals during the Spring Festival is the core disturbing factor in the funding situation in February. It is expected that the funding situation in February may continue to be tight and stable, and the DR007 center may operate in the range of 5-10BP above the policy interest rate.
CITIC Securities: The second quarter of 2024 is expected to usher in a plateau period when the fundamentals of the real estate industry stabilize, and housing prices will not continue to fall.
CITIC Securities research report stated that the Ministry of Housing and Urban-Rural Development held an on-site meeting on the construction of affordable housing to promote the increase in the construction and supply of affordable housing. Looking forward, CITIC Securities believes that the commercial housing market will gradually focus entirely on the demand for improved housing. Against the background of the overall increasing supply of housing, there is no possibility of an overall increase in commercial housing prices. In the short term, CITIC Securities believes that the construction of a new real estate development model will be established first and then broken. Demand-side policies for the real estate market, such as lower mortgage interest rates and the relaxation of purchase restrictions, are gradually advancing. The second quarter of 2024 is expected to usher in a plateau period when industry fundamentals stabilize, and housing prices will not continue to fall.
Tianfeng Securities: The overseas expansion of the medical device industry mainly depends on channel construction and customer structure
Tianfeng Securities’ research report stated that China’s medical device industry has gone through stages such as the entry of imported brands, the learning and imitation of domestic companies, and the catching up of the industry. The overseas deployment of equipment mainly depends on channel construction and customer structure. The following indicators are worthy of attention: ① The construction of overseas teams; ② Where in the supply chain system it is; ③ The product categories of cooperation and the expandability of customers. The focus on the overseas direction of equipment is as follows: ① Regional subsidiaries have been established; ② New markets have been opened up for blockbuster products; ③ OEM high-end foundry – order catalyst; ④ Steady orders brought by product advantages and cost advantages made in China; ⑤ Special consumables.
Huatai Securities: Optimistic about technological revolution driving the expansion of domestic corn seed industry
Huatai Securities research report stated that in 2023, the total net profit attributable to the parent companies of the three seed companies, Longping Hi-Tech, Tsuenyin Hi-Tech and Dunhuang Seed Industry, is expected to turn a year-on-year loss, and may achieve a four-digit year-on-year growth in the fourth quarter alone. On the one hand, the seed industry will be booming in 2023 driven by high grain prices. Leading companies will help seed sales grow through variety optimization and market development, and the company’s revenue will increase accordingly; on the other hand, the related capital operations on the consolidated balance sheet will increase. The performance of relevant companies in 2023 and the fourth quarter of 2023. Considering that 2024 may be the first year for the commercialization of genetically modified corn, it is expected that subsequent seed production will increase. We are optimistic that the technological revolution will drive the expansion of the domestic corn seed industry.
Ping An Securities: The condiment industry has returned to a period of stable development
Ping An Securities’ research report pointed out that the current catering industry continues to recover, costs have entered a downward channel, and the condiment industry is coming out of the trough and returning to a period of stable development. The benefits of adjustments and innovations made by most companies during the trough period have gradually become apparent, and diversified consumer demands have further promoted industry growth. It is recommended to pay attention to: Haitian Flavor Industry, Qianhe Flavor Industry, Hengshun Vinegar Industry, etc.
Guotai Junan: The supply of medium and heavy rare earths is more rigid, and prices may lead to recovery
Guotai Junan’s research report pointed out that the supply of medium and heavy rare earths is more rigid, and prices may be ahead of repair. The integration of domestic rare earth resources has achieved remarkable results, the quota of medium and heavy rare earths has remained stable, and the supply rigidity has been strengthened. On the demand side, new energy vehicles and wind power continue to grow rapidly, and demand options for humanoid robots are also expected to open up valuation space. After experiencing the stress test of early price declines, the medium and heavy rare earth cycle may be at the bottom of the cycle. The price center is expected to gradually rise in the future. Against the background of the overall fluctuation of rare earth prices and the bottoming out, there may be the possibility of leading the recovery.
Guoxin Securities: Pay attention to investment opportunities in composite foils, new lithium salts, etc.
Guoxin Securities’ research report pointed out that after years of rapid development, my country’s new energy vehicle production and sales have grown rapidly, with penetration rates increasing year by year, strong demand for power batteries, and rapid expansion of industry scale. In the future, with the further increase in the penetration rate of new energy vehicles and the continuous expansion of application scenarios, higher requirements will be placed on power battery performance. As the dual-carbon goal continues to advance, future power lithium-ion battery technology will pay more attention to performance in terms of fast charging, safety, cost and energy density. It is recommended to pay attention to investment opportunities in high-performance conductive slurries, high-voltage polyanion cathodes, composite foils, new lithium salts and large cylinders.
Everbright Securities: Coreless motor and frameless torque motor industries have broader development space
A research report from Everbright Securities pointed out that coreless motors and frameless torque motors can be highly adapted to the dexterous hands and joints of humanoid robots. As humanoid robots increase in volume, the industry has broader room for development. At present, overseas motor companies have relatively strong technical and product capabilities. Domestic companies are constantly deepening their own capabilities and improving product levels to lay a solid foundation for future domestic production. It is recommended to pay attention to: coreless motor companies, MOONS Electric, VEICHI Electric, etc.; frameless torque motor companies, INCO, Haozhi Electric, etc.
Guojin Securities: Photovoltaic demand continues to have an upward trend
A research report from Guojin Securities pointed out that short-term energy policies may have an impact, but cost determines that photovoltaic demand will continue to trend upward. In the long run, the proportion of power generation of various energy sources is determined by their comprehensive costs. There is no doubt that photovoltaic and wind power is the type of power generation with the lowest cost per kilowatt hour in the United States. With interest rates falling and technological advancement, the cost advantage of clean energy will become more prominent in the future. . Judging from the energy policies and implementation effects of the Trump era, short-term energy policies and other factors may have a partial impact on demand. However, in the medium and long term, if the cost advantage of clean energy is difficult to reverse, the continued upward trend of photovoltaic demand will not Change. It is recommended to pay attention to leading component companies with guaranteed overseas silicon supply and integrated production capacity layout in Southeast Asia, auxiliary material suppliers that can enjoy overseas production capacity premiums, inverter companies with overseas factories, and companies that benefit from the rise of domestic manufacturing in the United States. Core suppliers, recommended combination: Sungrow, Jinjing Technology, Foster, etc.
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