On December 13, the Shanghai index rose 1% in midday trading volume, returning to 3700 points after three months.
Baijiu stock was re fermented, Kweichow Moutai Co.Ltd(600519) rose more than 4% in the stock market. Chip concept stocks Zhejiang Yueling Co.Ltd(002725) won the sixth trading board; The concept of meta universe set off a wave of limit.
Among the Shenwan industry, the media sector led the increase, and the petrochemical, building materials and public utilities sectors also rose sharply; Defense, military industry, comprehensive and real estate sectors led the decline.
As of noon closing, the Shanghai index rose 1%, the Shenzhen Component Index rose 1.1% and the gem index rose 0.96%.
“maowu Luzhou” collective rose
Baijiu Baijiu group Baijiu forenoon, the market value of liquor stocks significantly stronger than the small market value of liquor stocks. Among them, Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) all rose by more than 3%. Kweichow Moutai Co.Ltd(600519) rose more than 4% at one time and closed up 3.28% at 2158.56 yuan / share in midday trading.
On the news, on December 10, Maotai Group went to Wuliangye Yibin Co.Ltd(000858) for investigation. The Chinese Baijiu and Moutai should be based on the new development stage, implement the new development concept and build new development pattern, and further improve the communication and communication mechanism between the five sides. The traditional friendship between Mao and Wuliangye Yibin Co.Ltd(000858) will be further developed at a higher level and wider scope, and a new situation in Mao five cooperation will be created to bring new vitality into the development of Chinese Baijiu quality.
In addition, Kweichow Moutai Co.Ltd(600519) in response to the cancellation of Maotai unpacking order, relevant people said that the news of the cancellation of 12 bottle unpacking order was true.
Shenwan Hongyuan Group Co.Ltd(000166) indicates that high-end wine is the most deterministic price band, and the long-term trend of simultaneous rise in volume and price is determined. Long term optimistic about the head enterprises with strong brand strength and excellent management and team in high prosperity and high-quality track.
“bull market flag bearer” broke out
This morning, the “bull flag bearer” broke out again, Chinalin Securities Co.Ltd(002945) once rose the daily limit and closed up 7.88% at noon. Zheshang Securities Co.Ltd(601878) , East Money Information Co.Ltd(300059) , China International Capital Corporation Limited(601995) followed.
Anxin Securities said that under the dual role of comprehensively implementing the reform of the registration system, exceeding market expectations, improving liquidity expectations and superimposing policy dividends, the valuation of the securities sector is expected to improve. It is recommended that investors pay attention to the investment opportunities of the securities sector and recommend the securities companies with the main line of wealth management.
the power sector opened stronger
The power sector strengthened, Shenyang Jinshan Energy Co.Ltd(600396) , Jiangsu New Energy Development Co.Ltd(603693) , Huaneng Power International Inc(600011) rose by the limit, China Yangtze Power Co.Ltd(600900) , Yunnan Wenshan Electric Power Co.Ltd(600995) , Shanghai Electric Power Co.Ltd(600021) , Nyocor Co.Ltd(600821) , China Three Gorges Renewables (Group) Co.Ltd(600905) rose by more than 5%.
On the news side, China Yangtze Power Co.Ltd(600900) resumed trading today, opening close to the daily limit, rising 6.5% in midday trading. In terms of news, the company plans to acquire 100% equity of Yunchuan company, and the total installed capacity of the holding company will increase by 57%.
China Securities Co.Ltd(601066) pointed out that the current time point continues to recommend power operators whose thermal power business hit the bottom and rebounded, superimposed with the rapid development of new energy power generation business. The new renewable energy and raw material energy are not included in the total energy consumption control, which is conducive to promoting the return of photovoltaic module prices to a reasonable range, the investment enthusiasm of downstream new energy operators will be significantly improved, and the growth of photovoltaic installed capacity next year is expected to exceed expectations.
the chemical sector performed well
The chemical sector also performed well in early trading, Hengli Petrochemical Co.Ltd(600346) , Hy Energy Group Co.Ltd(600387) limit, Rongsheng Petro Chemical Co.Ltd(002493) , North Huajin Chemical Industries Co.Ltd(000059) , Zibo Qixiang Tengda Chemical Co.Ltd(002408) , satellite chemistry and so on.
Wanlian securities expects that from the end of 2021 to 2022, with the weakening of the impact of power rationing and other policies, the operation of units will return to stability, the price of chemicals will gradually return to rationality, the overall prosperity of the chemical industry may enter a downward range, and the enterprise profit space will be transmitted downward along the industrial chain.
the concept of meta universe staged a rising tide
This morning, the concept of the meta universe staged a limit tide again. Among them, Hengxin Shambala Culture Co.Ltd(300081) , Bizconf Telecom Co.Ltd(300578) , Shenzhen L&A Design Holding Limited(300949) , Bizconf Telecom Co.Ltd(300578) staged a “20cm” limit rise, Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Wondershare Technology Group Co.Ltd(300624) , Col Digital Publishing Group Co.Ltd(300364) rose by more than 10%, the limits of Meisheng Cultural & Creative Corp.Ltd(002699) , Shanghai Luoman Lighting Technologies Inc(605289) , Hubei Radio & Television Information Network Co.Ltd(000665) , Avit.Ltd(300264) , Inmyshow Digital Technology (Group) Co.Ltd(600556) also ranked first.
As of midday closing, Meisheng Cultural & Creative Corp.Ltd(002699) closed at 6.3 yuan / share and harvested four consecutive boards. On December 10, Meisheng Cultural & Creative Corp.Ltd(002699) announced that due to the illegal occupation of funds by controlling shareholders and their related parties, Meisheng Cultural & Creative Corp.Ltd(002699) may be subject to other risk warnings by Shenzhen Stock Exchange.
Everbright Securities Company Limited(601788) said that the technical architecture of metauniverse is not complex, but the implementation needs the cooperation of communication technology, computing architecture, algorithm and other technologies, follows the barrel theory, and has remained in the conceptual stage for a long time. As for the investment opportunities of metauniverse, the grand narrative should not be underestimated in the long term, and the rhythm of technological progress should not be overestimated in the short term.
(China Securities Journal)
