The A-share market made further efforts this morning. After nearly three months, the Shanghai Stock Index stood at 3700 points again.
A major feature of the market this morning is that many 100 billion listed value stocks rose sharply, and there was a more obvious trend of lifting heavyweights in the session.
In terms of Hong Kong stocks, Shangtang group, an AI Unicorn that has just been attacked by the United States, announced that the global offering and listing will be delayed, and the company is still committed to completing the global offering and listing as soon as possible. All application money will be returned to all applicants without interest.
Let’s take a look at the specific market situation:
the two cities continued to rise sharply, and the Shanghai index stood at 3700 points in nearly three months
Market data show that the Shanghai and Shenzhen stock markets further rose in the morning, and the Shanghai stock index further stood at 3700 points. After nearly three months, the Shanghai Stock Index stood at 3700 points again.
While the Shanghai stock index has further strengthened, many other indexes such as Shenzhen Component Index, Shanghai and Shenzhen 300 index, gem index and Kechuang 50 index have also increased significantly. In terms of index, there has been a general rise pattern, and the market has obviously got rid of the consolidation atmosphere of the previous period.
In terms of sectors, petrochemical, electric power, building materials and other sectors led the rise sharply, and Internet, wine and other sectors strengthened significantly.
Brokerage stocks also strengthened again. Internet brokerage leader East Money Information Co.Ltd(300059) once rose more than 6% in the morning, but then the increase narrowed.
Hotel catering, tourism and other sectors continued to perform in the doldrums.
The two cities have traded more than 800 billion yuan in half a day.
more than 100 billion market capitalization stocks soared
Maotai shares hit a new high in nearly six months
A major feature of the market this morning is that many large cap stocks rose sharply or reached a new high.
Typical stocks include Kweichow Moutai Co.Ltd(600519) with the largest market value in the two cities.
According to the market data, Kweichow Moutai Co.Ltd(600519) once rose more than 4% this morning, and the stock price once approached 2200 yuan, a new high in the last six months. Kweichow Moutai Co.Ltd(600519) has been rising continuously recently. The highest price in the morning has increased by more than 40% compared with the low in August this year.
Last Thursday, Kweichow Moutai Co.Ltd(600519) announced that the company held the 12th meeting of the third board of directors in 2021 (hereinafter referred to as the meeting) on December 9. The meeting deliberated and adopted the proposal on investment in the implementation of phase I project of packaging logistics park project. The meeting decided that in order to meet the company’s product packaging, warehousing and logistics needs, the company invested 7.833 billion yuan to implement the phase I project of packaging logistics park project, and the required funds shall be raised by the company itself. The project is located in Tanchang street, Renhuai City, with a construction period of 24 months.
Kweichow Moutai Co.Ltd(600519) has been favored by northbound funds recently, and has been continuously increased by northbound funds recently. From early December to Friday, the cumulative net purchase amount of northbound funds has exceeded 4 billion yuan.
In addition to Kweichow Moutai Co.Ltd(600519) , many power and energy stocks with a market value of more than 100 billion yuan rose sharply.
For example, China Yangtze Power Co.Ltd(600900) rose sharply today. It even raised the limit for a time, and then opened the limit.
On December 10, China Yangtze Power Co.Ltd(600900) announced that the company intends to purchase China Three Gorges Group Co., Ltd. (hereinafter referred to as “Three Gorges group”) and Yangtze Three Gorges Investment Management Co., Ltd. (hereinafter referred to as “Three Gorges investment”) by issuing shares, issuing convertible corporate bonds (if any) and paying cash Yunnan Energy Investment Group Co., Ltd. (hereinafter referred to as “Yunneng investment”) and Sichuan Energy Investment Group Co., Ltd. (hereinafter referred to as “chuanneng investment”) jointly hold 100% equity of Three Gorges Jinsha River Yunchuan Hydropower Development Co., Ltd. (hereinafter referred to as “Yunchuan company” or “target company”), and raise supporting funds by means of non-public issuance of shares and / or convertible corporate bonds. China Yangtze Power Co.Ltd(600900) the latest market value is close to 500 billion yuan again.
China Three Gorges Renewables (Group) Co.Ltd(600905) also rose sharply in the morning, with an intraday increase of about 9%. At present, the market value of the company exceeds 200 billion yuan.
Both Rongsheng Petro Chemical Co.Ltd(002493) and Hengli Petrochemical Co.Ltd(600346) hit the daily limit.
Rongsheng Petro Chemical Co.Ltd(002493) last Thursday issued an announcement on increasing the holdings of controlling shareholders. According to the announcement, on December 8, 2021, the company received the notification letter on increasing shares from the controlling shareholder Zhejiang Rongsheng Holding Group Co., Ltd. (hereinafter referred to as “Rongsheng holding”), and learned that it increased its total holdings of 72351316 shares of the company through centralized trading on the stock exchange from October 26, 2018 to December 8, 2021. Before the increase, Rongsheng holdings held 4084210559 shares of the company, accounting for 64.92% of the total share capital of the company.
The current market value of Rongsheng Petro Chemical Co.Ltd(002493) is close to 200 billion yuan again, and the current market value of Hengli Petrochemical Co.Ltd(600346) is close to 170 billion yuan.
In addition to the above 100 billion market value stocks, the market value of Wanhua Chemical Group Co.Ltd(600309) with a market value of more than 300 billion yuan also rose sharply in the morning, with an intraday rise of more than 8%.
northbound capital net purchase of 5.5 billion yuan in half a day
the previous week’s net purchase hit a record
While the market was on the upswing as a whole, the capital of beishanglu stock connect continued to buy net this morning, with a net purchase amount of 5.5 billion yuan.
It is worth noting that statistics show that the previous week, the total net purchase of beishanglu stock connect funds was 48.8 billion yuan, the highest single week net purchase record in history.
Since the beginning of 2021, the cumulative net purchase amount of northbound funds has exceeded 400 billion yuan.
With regard to the prospect of foreign capital inflow next year, Bohai Securities’s recent strategic view is that in addition to the “expanding opening up” mentioned at the meeting of the Political Bureau of the CPC Central Committee, the easing of Sino US relations and the improvement of A-share risk hedging tools at this stage are also expected to bring about the continuous entry of foreign capital. Therefore, foreign capital’s preferences include medicine Consumer sectors, including food, beverage and household appliances, are expected to receive incremental funds.
According to the research viewpoint of Guotai Junan Securities Co.Ltd(601211) , looking forward to the future, the economic uncertainty will be reduced, and the downward risk evaluation and rising risk preference guided by this will become the core driving force: on the one hand, the 2021 economic work conference pointed out that the economy is facing the triple pressure of demand contraction, supply shock and weakening expectation, and steady growth has become the primary goal of economic work. With the strengthening of fiscal policy expenditure and the front pace, the monetary policy is stable and wide, superimposed with the endogenous force of structural industrial policy, and the pessimistic expectation of economic downturn is expected to ease. On the other hand, it emphasizes the “correct understanding” of a series of important issues such as dual control of energy consumption and carbon neutralization, positive role of capital and savage growth, which effectively reduces the uncertainty of market concerns from the perspective of policy correction. Based on the above, Guotai Junan Securities Co.Ltd(601211) believes that with the gradual clarity of the core contradiction, the downward expectation of profit is gradually repaired, and the denominator is pushing the cross year market to a higher level.
Guotai Junan Securities Co.Ltd(601211) believes that the reduction of economic uncertainty, the decline of risk assessment and the rise of risk preference contribute to the cross year market. The agency believes that with the convening of important meetings, the core of the policy is to stabilize the economy, to follow the order of steady growth and the extent of pessimism, and recommend: 1) consumption: accelerate the expected bottom and recommend the direction of Baijiu, pig, household appliances, furniture, social service / Tourism, which are supported by performance and negative expectations. 2) Finance: securities companies and banks; 3) Technology manufacturing: consumer electronics and semiconductors; 4) New energy: high prosperity directions such as photovoltaic and new energy vehicles.
Shangtang group: the global offering and listing will be delayed
Today, there is another big news in the market.
Just now, AI Unicorn Shangtang group announced on the Hong Kong stock exchange that the global offering and listing will be delayed, and the company is expected to publish a supplementary prospectus, an amendment to the supplementary prospectus and a supplementary prospectus, which will contain the updated listing schedule, relevant application procedures for the offering of shares in Hong Kong and other relevant information. Shangtang technology is still committed to completing the global offering and listing as soon as possible. All application money will be returned to all applicants without interest.
A few days ago, Shangtang group encountered the “black hand” of the United States.
On December 10 local time, under the pretext of so-called “human rights violations”, the US Treasury included 15 individuals and 10 entities from China, Russia, North Korea, Myanmar and Bangladesh in the sanctions list of the overseas assets control office of the US Treasury, including 3 Chinese citizens and a number of Chinese enterprises. In addition, the US Treasury Department also included China Shangtang Technology Co., Ltd. in the so-called “list of military related enterprises” to implement investment restrictions.
This is the second time that the U.S. government has implemented measures to suppress Shangtang technology after Shangtang and other companies were included in the list of entities by the United States in 2019.
On the morning of December 11, Shangtang Technology issued a statement through the official wechat that on December 10, 2021 local time, the U.S. Treasury announced that Shangtang would be added to the list of so-called “China’s military industrial complex enterprises”. We strongly oppose this decision and the relevant allegations. We believe that the decision and the relevant allegations are groundless and reflect a fundamental misunderstanding of our company. The development of science and technology should not be affected by geopolitics.
The statement said that Shangtang is a leading artificial intelligence software company committed to developing sustainable, responsible and ethical artificial intelligence technologies and applications. We strictly abide by the laws and regulations of relevant countries and regions in all aspects. In addition, Shangtang ethics committee absorbs internal and external expert members to formulate and supervise the implementation of strict ethical standards for the use of artificial intelligence technology, so that artificial intelligence technology can be properly applied. At the same time, Shangtang has extensively cooperated with third-party institutions and international organizations to formulate a series of ethical governance principles for the sustainable development of artificial intelligence, so as to promote the sustainable development of artificial intelligence technology with a responsible attitude.
Full of the desire to “make people’s life better with technology”, a group of artificial intelligence scientists and practitioners founded Shangtang. We will unswervingly continue to practice the mission of “adhering to originality and letting AI lead human progress”, and fully protect the rights and interests of the company and relevant stakeholders.
According to the official website of Shangtang Technology (www.sensetime. Com. / CN), Shangtang technology, established in October 2014, is an AI software company focusing on computer vision and in-depth learning technology. Its business covers four sectors: smart business, smart city, smart life and smart car. As an artificial intelligence software company, Shangtang technology takes “adhering to originality and letting AI lead human progress” as its mission. According to the Sullivan report quoted in the prospectus of Shangtang technology, Shangtang technology is the largest artificial intelligence software company in Asia in terms of revenue in 2020.
On August 27 this year, Shangtang technology officially submitted the prospectus to the Hong Kong stock exchange, China International Capital Corporation Limited(601995) , Haitong international and HSBC served as co sponsors. On November 22, Shangtang technology passed the hearing of HKEx and released the post hearing data set. On December 7, Shangtang Group Co., Ltd., the listed body of Shangtang technology, issued a prospectus, and the company officially launched a global IPO.
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(Securities Times)
