Red Monday, A-share issued red envelopes at the end of the year.
In early trading, nearly 500 billion China Yangtze Power Co.Ltd(600900) once hit the limit, and power stocks rose sharply; Chemical fiber stocks rose fiercely, with 100 billion level leaders trading together; The yuan universe track with a market value of 1.5 trillion broke out, and several stocks raised the limit tide, with four consecutive boards. However, the new energy lithium battery material leader Shanghai Putailai New Energy Technology Co.Ltd(603659) , with a market value of more than 100 billion, suddenly plummeted.
In the morning, the main indexes closed up. The Shanghai index rose 1%, standing at 3700 points, the Shenzhen Component Index rose 1.1%, the gem index rose 0.96%, and the Kechuang 50 index rose 0.96%. The turnover between the two cities was 833.4 billion yuan, 2528 individual stocks rose and 1836 fell.
Northward capital continued to buy, with a net purchase of 5.5 billion yuan in the morning.
Salt lake lithium concept stocks, aluminum A-Shares rose continuously, and H shares doubled in two days.
yuan universe concept stocks set off a trading tide
Baidu will release yuan universe product “Xi soil”; Meta opens “Horizon world”. Yuan universe concept stocks broke out in the morning, and individual stocks set off a tide of trading, with multiple individual stocks trading at 20cm and 10cm. The stock market value of Yuan universe track is as high as nearly 1.5 trillion yuan.
20cm limit for Bizconf Telecom Co.Ltd(300578) , Hengxin Shambala Culture Co.Ltd(300081) , Shenzhen L&A Design Holding Limited(300949) and 10% limit for Meisheng Cultural & Creative Corp.Ltd(002699) , Shanghai Luoman Lighting Technologies Inc(605289) , Hubei Radio & Television Information Network Co.Ltd(000665) . Goertek Inc(002241) rose 6.81%.
Meisheng Cultural & Creative Corp.Ltd(002699) has four consecutive trading boards.
chemical fiber power stocks soared
In terms of the industry, chemical fiber stocks and power stocks also broke out, and the chemical fiber industry increased by more than 6%. Securities companies believe that the central economic work conference is positive.
Hundreds of billions of chemical fiber stocks and electric power stocks frequently rose. Hengli Petrochemical Co.Ltd(600346) , Rongsheng Petro Chemical Co.Ltd(002493) , Ningxia Baofeng Energy Group Co.Ltd(600989) , Huaneng Power International Inc(600011) and so on.
Shenwan Hongyuan Group Co.Ltd(000166) with regard to the contents related to energy, petroleum and petrochemical in this central economic work conference, the understanding mainly includes:
China’s dependence on crude oil imports has increased year by year, which is good for shale development related equipment, offshore oil services, CCUs and other related targets; Pay close attention to the clean and efficient utilization of coal, do not include the new renewable energy and raw material energy into the total energy consumption control, and be optimistic about Ningxia Baofeng Energy Group Co.Ltd(600989) with photovoltaic electrolytic water hydrogen production project; Large refining and chemical industry is developing towards the field of new materials with high added value; The comprehensive utilization potential of light hydrocarbons is promising.
Shenwan Hongyuan Group Co.Ltd(000166) key recommendations: 1) from the perspective of large-scale refining integration of competitiveness, profit stability and capacity delivery, focus on Rongsheng Petro Chemical Co.Ltd(002493) , Hengyi Petrochemical Co.Ltd(000703) , Hengli Petrochemical Co.Ltd(600346) , Jiangsu Eastern Shenghong Co.Ltd(000301) , Tongkun Group Co.Ltd(601233) . 2) Satellite chemistry is recommended from the perspective of cost advantage of ethane to ethylene and benefit of propylene industry chain. 3) Oil price rebound, coal chemical cost advantage and long-term growth, with emphasis on Ningxia Baofeng Energy Group Co.Ltd(600989) . 4) The elasticity of the sharp rise in oil prices. At the same time, from the perspective of reducing capital expenditure in overseas upstream and China increasing energy security, it is suggested to pay attention to Petrochina Company Limited(601857) , Guanghui Energy Co.Ltd(600256) , China Oilfield Services Limited(601808) , Offshore Oil Engineering Co.Ltd(600583) , Enn Natural Gas Co.Ltd(600803) , China Petroleum Engineering Corporation(600339) , Bomesc Offshore Engineering Company Limited(603727) .
two 100 billion chemical fiber stocks both rose by the limit
The daily limit of Hengli Petrochemical Co.Ltd(600346) with a market value of more than 160 billion and Rongsheng Petro Chemical Co.Ltd(002493) with a market value of 190 billion approached the daily limit.
raise 100 billion to acquire assets
the China Yangtze Power Co.Ltd(600900) limit of nearly 500 billion was
It is planned to buy assets worth 100 billion. The trading resumed on China Yangtze Power Co.Ltd(600900) December 13, and once rose the limit after the opening. In the morning closing, China Yangtze Power Co.Ltd(600900) closed up 6.5%, with a total market value of 473 billion yuan.
Previously, the company disclosed a major asset restructuring plan, and planned to purchase 100% equity of Three Gorges Jinsha River Yunchuan Hydropower Development Co., Ltd. (hereinafter referred to as “Yunchuan company”) jointly held by Three Gorges group, Three Gorges investment, Yunneng investment and chuanneng investment by issuing shares, issuing convertible bonds (if any) and paying cash, and raise funds at the same time.
Based on the current total share capital of China Yangtze Power Co.Ltd(600900) 22.742 billion, the fund-raising amount will reach 124.649 billion yuan. After the acquisition, China Yangtze Power Co.Ltd(600900) will have 6 giant cascade hydropower stations in the main stream of the Yangtze River, further consolidating its position as the king of hydropower in the world.
Market analysts said that Yunchuan company has strong profitability. Before September 2021, Yunchuan company realized an operating revenue of 8.976 billion yuan and a net profit attributable to the parent company of 3.886 billion yuan. The return on net assets of the company in 2021 was 8.12%, significantly lower than the return on net assets of more than 15% in China Yangtze Power Co.Ltd(600900) previous years. Considering the performance growth potential of Yunchuan company, the acquisition at this stage may be more beneficial to China Yangtze Power Co.Ltd(600900) minority shareholders.
Baijiu shares rose: Moutai rose more than 3%
Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) daily limit
Baijiu stocks rose sharply, Moutai rose more than 3%, and rebounded to a new high. Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) daily limit.
Although there was a correction in Maotai liquor price, and then near the end of the year, Maotai stock price continued to rise.
brokerage stocks broke out again
Chinalin Securities Co.Ltd(002945) intraday limit, 4 consecutive limit
The brokerage stocks of the “bull flag bearer” continued to be active, Chinalin Securities Co.Ltd(002945) took the lead, rose the limit again in the intraday, and closed down somewhat. They had risen the limit continuously in the previous three trading days. Zheshang Securities Co.Ltd(601878) , East Money Information Co.Ltd(300059) and so on also rose sharply.
China Aluminum International Engineering Corporation Limited(601068) H shares doubled in two days
It is considered to be the China Aluminum International Engineering Corporation Limited(601068) concept of lithium extraction from salt lake. After the A-share trading last Friday, it was a word trading this morning. And H shares are fierce.
China Aluminum International Engineering Corporation Limited(601068) H shares doubled their share price in two days.
China Aluminum International Engineering Corporation Limited(601068) on November 29, it said on the investor interaction platform that its salt lake lithium extraction technology is a smelting technology for extracting lithium metal from mineral salt, which adopts the world’s advanced Salt Lake Lithium Extraction Technology of ion selective migration to synthesize lithium carbonate. The technology provided by the company is used to produce raw materials for lithium batteries, and the lithium battery industry is a downstream industry of the lithium metal application industry chain, which is related to the industry chain.
However, China Aluminum International Engineering Corporation Limited(601068) said that the company is a technology and service company and does not directly produce lithium materials. China Aluminum International Engineering Corporation Limited(601068) also told the media that the market misunderstood them because whenever investors saw the words “extracting lithium from Salt Lake”, they concluded that China Aluminum International Engineering Corporation Limited(601068) was an enterprise producing lithium battery materials.
lithium battery leader with a market value of more than 100 billion
Shanghai Putailai New Energy Technology Co.Ltd(603659) sudden crash
An important leading stock of lithium battery materials, with a market value of more than 100 billion Shanghai Putailai New Energy Technology Co.Ltd(603659) , quickly fell after opening in the morning. Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Capchem Technology.Ltd(300037) , Foshan Golden Milky Way Intelligent Equipment Co.Ltd(300619) also fell sharply.
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(China Fund News)
