After two consecutive trading days of consolidation, the A-share market resumed its upward trend this morning. On the occasion of the recovery of the market, northbound funds bought nearly 6 billion yuan on a large scale.

In terms of the A-share sector, the former star brewing sector is taking the lead this time, and the share price of the leading stock Kweichow Moutai Co.Ltd(600519) has returned to more than 2000 yuan after nearly five months.

Hong Kong stocks as a whole maintained a pattern of repeated shocks, with no obvious direction of attack. Most Hong Kong technology stocks and Internet stocks rebounded to some extent.

In addition, the share price of microblog listed in Hong Kong stocks broke this morning.

"drinking" again? Maotai's share price returned to 2000 yuan after nearly five months, and the funds going north bought nearly 6 billion yuan

Market data show that in the morning, several stocks in the brewing sector suddenly made a force, and the intraday straight-line rose, Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , Shanghai Guijiu Co.Ltd(600696) and other trading limits, Xinjiang Yilite Industry Co.Ltd(600197) , Anhui Golden Seed Winery Co.Ltd(600199) , Anhui Yingjia Distillery Co.Ltd(603198) , Qinghai Huzhu Barley Wine Co.Ltd(002646) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) and other stocks rose by more than 5%.

Leading stocks Kweichow Moutai Co.Ltd(600519) that used to activate the popularity of the whole brewing sector also rose sharply.

Kweichow Moutai Co.Ltd(600519) made an intraday effort, once rising by more than 4%, and the share price exceeded 2000 yuan. This is after July 21 this year, after nearly five months, the share price returned to more than 2000 yuan.

Another leading stock Wuliangye Yibin Co.Ltd(000858) also rose more than 4% during the session, and its share price approached a two-month high.

In fact, before a certain breakthrough trend appeared this morning, most stocks in the brewing sector have quietly started to rise recently, with a stronger performance than the market. If Kweichow Moutai Co.Ltd(600519) has risen continuously since November, it has risen by more than 7% as of yesterday's closing; Wuliangye Yibin Co.Ltd(000858) has been rising continuously recently, and the stage increase has exceeded 10%.

According to the research opinion of the securities trust, the fourth quarter Baijiu industry basically stabilized, and the recent volume, price increase, equity incentive and other action concentrated landing, liquor enterprises in the coming year positive targets, plate sentiment warming. The agency believes that the Baijiu plate early pessimism has been fully digested, the market mainstream brand prices and stock benign, at the company level or implementation of strategic adjustment or show the determination of change, the industry is still in a healthy upward cycle. The high-end liquor enterprises have strengthened the control of market pricing in order to stabilize the industry fluctuation and based on the longer-term development. The sub high-end liquor enterprises have strong business confidence. At the macro level, they have ushered in the correction of comprehensive standard reduction and strict regulatory policies in the early stage. The overall environment for the development of the industry is expected to be improved.

Boc International (China) Co.Ltd(601696) according to the research point of view, food and beverage will encounter triple pressure in 2021 and will improve marginally in 2022. Boc International (China) Co.Ltd(601696) according to the research point of view, it is necessary to digest the pressure of high performance base in 2021, and it is expected that it will not be troubled by high base in 2022. The demand of some sub industries benefited from the epidemic in the short term, such as quick freezing and snack food. The revenue broke out periodically, and the demand returned to normal in 2021. The epidemic has led to the passive suspension of marketing activities and low cost investment, and the normal launch will be resumed in 2021. The demand of some sub industries is impacted by the epidemic, such as condiments. However, in order to achieve the annual target, the channel inventory is accumulated, and the historical inventory needs to be digested in 2021. Boc International (China) Co.Ltd(601696) the research point of view is that community group buying has a great impact on traditional channels, while food companies are difficult to balance the relationship between new channels and traditional channels in the short term. With the active changes of food companies in channels, products and organizational structure, it is expected that the impact of new channels will be significantly weakened in 2022. Boc International (China) Co.Ltd(601696) believes that under the background of the epidemic situation, the performance of food and beverage statements is more resilient and the logic of long-term growth is clear, so it is easier to obtain the preference of funds. Therefore, the valuation increases greatly in 2020 and falls slightly in 2021, so it returns rationally.

It is worth noting that in addition to liquor stocks, the A-share market gradually rose in the morning, getting rid of the attitude adjustment in the previous two days. After a net purchase of nearly 8 billion yuan yesterday, BEIXIANG capital bought nearly 6 billion yuan again this morning.

The periodic recovery of market confidence pushed several plates higher collectively. In the morning, semiconductor, machinery and other sectors rose sharply.

Most Hong Kong stocks, Internet stocks and technology stocks rebounded, and microblog Hong Kong stocks broke on the first day of listing

Microblog (9898. HK) listed Hong Kong stocks today, but it broke on the first day.

Market data show that microblog Hong Kong stocks opened at HK $256.20, down 6.09% from the issue price (HK $272.80).

Statistics show that microblog is China's leading social media platform for people to create, discover and disseminate content. Since its launch in 2009, microblog has been committed to achieving faster, easier and richer interpersonal communication, and has become an indispensable part of the daily life of many microblog users.

According to the disclosure of microblog, the company plans to use the net proceeds of fund-raising for the following purposes, including: about 45% for the sustainable development of user base and improving user participation, as well as improving the content ecosystem; About 25% is used for R & D to improve user experience and liquidity; About 20% is used to selectively seek strategic alliances, investments and acquisitions; About 10% will be used for working capital and general corporate purposes.

The monthly active users of microblog increased from 462 million in December 2018 to 516 million in December 2019, to 521 million in December 2020, and further to 566 million in June 2021. The average daily active users of the company increased from 200 million in December 2018 to 222 million in December 2019, to 225 million in December 2020, and further to 246 million in June 2021. During the track record period, the average ratio of daily active users to monthly active users remained stable at 43%.

Microblog has landed on the Nasdaq market in 2014. Recently, microblog U.S. stocks fell continuously. On December 7 local time, microblog U.S. stocks rebounded, rising 4.69% to $33.48. Since December this year, microblog U.S. stocks have still fallen by 15.90%.

In addition to the breaking of microblog Hong Kong stocks, Hong Kong stocks maintained a pattern of repeated shocks in the morning, with no obvious direction of attack.

Hong Kong technology stocks and Internet stocks rebounded as a whole. Byd Company Limited(002594) electronics surged by more than 7%, and Kingdee International and JD health rose by more than 4%. BiliBili, meituan and other stocks also rose to varying degrees.

A major boost to the rebound of Hong Kong technology stocks and Internet stocks was the sharp rebound of US technology stocks overnight, which boosted the morale of global technology stocks and Internet stocks. Market data showed that the NASDAQ index of US stocks rose 3.03% overnight.

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Kweichow Moutai Co.Ltd(600519) back above 2000 yuan! Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) soared the limit, and the "drinking" of A-Shares did not stop! The military industry sector also lifted the limit tide

(Securities Times)