On Friday, it closed. Have a nice weekend.
Let’s take a look at what matters in the market today.
changes in multiple stocks in the late trading of A-Shares
Before the closing of the 10th, the stock prices of many stocks changed at the end of the trading.
Ningwang dived at the end of the day and rose more than 2% before the closing. As a result, he dived at the end, with an increase of less than 1%. And Kweichow Moutai Co.Ltd(600519) is another picture.
Shanghai Stock Exchange 50 rose in late trading, the gem plunged, and these share prices also changed in late trading.
Why did this happen? Fund Jun noticed that there was a financial big V reminder in midday trading.
On November 26 and November 26, the website of CSI Index Co., Ltd. announced that according to the index rules and after deliberation by the index expert committee, CSI Index Co., Ltd. decided to adjust the index samples such as CSI 300, CSI 500, Shanghai 50 and Kechuang 50, which will take effect after the closing of the market on December 10, 2021.
In this adjustment, many institutional heavy positions were included, and some well-known companies were transferred out of the index. The data show that the total scale of passive index funds tracking core indexes such as CSI 300, CSI 500, SSE 50 and Kechuang 50 exceeds 550 billion, which means that the sample stock adjustment of the index will affect the allocation of more than 550 billion funds.
Among them, 28 samples of CSI 300 index were replaced, Jinke Property Group Co.Ltd(000656) , Guoyuan Securities Company Limited(000728) , Beijing Shunxin Agriculture Co.Ltd(000860) were transferred out, and Jiangsu Eastern Shenghong Co.Ltd(000301) , Huafon Chemical Co.Ltd(002064) , Ja Solar Technology Co.Ltd(002459) , Tianqi Lithium Corporation(002466) were transferred in.
It is worth noting that Contemporary Amperex Technology Co.Limited(300750) was transferred into the list this time, but it was smashed in the late trading, which may be caused by arbitrage funds.
Sample adjustment list of CSI 300 index:
The CSI 500 index has replaced 50 samples. While Shenzhen Agricultural Products Group Co.Ltd(000061) , Shenzhen Neptunus Bioengineering Co.Ltd(000078) , Wuhan Department Store Group Co.Ltd(000501) and other stocks are transferred out, Jinke Property Group Co.Ltd(000656) , China Zhenhua (Group) Science & Technology Co.Ltd(000733) , Guangzhou Yuexiu Financial Holdings Group Co.Ltd(000987) are newly entered.
Sample adjustment list of CSI 500 index:
In this sample adjustment, five stocks were replaced by SSE 50 index, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , China Yangtze Power Co.Ltd(600900) , Great Wall Motor Company Limited(601633) , China Telecom Corporation Limited(601728) , Cosco Shipping Holdings Co.Ltd(601919) entered the index, and Shanghai International Airport Co.Ltd(600009) , China Minsheng Banking Corp.Ltd(600016) , Sanan Optoelectronics Co.Ltd(600703) , Zhongtai Securities Co.Ltd(600918) , China Everbright Bank Company Limited Co.Ltd(601818) were transferred out of the index.
Sample adjustment list of SSE 50 Index:
Five stocks were replaced by Kechuang 50 index, Zwsoft Co.Ltd(Guangzhou)(688083) , Xinjiang Daqo New Energy Co.Ltd(688303) and other stocks entered the index, and Appotronics Corporation Limited(688007) , Espressif Systems (Shanghai) Co.Ltd(688018) and other stocks were transferred out of the index.
Sample adjustment list of Kechuang 50 Index:
It is worth noting that there may be another wave of late trading changes at the end of next Friday. The next time is the adjustment of FTSE Russell. You can observe it.
north to buy nearly 50 billion
As of the close, the Shanghai index fell 0.18%, the Shenzhen composite index fell 0.24% and the gem index rose 0.22%. This week, the weighted stocks were strong. The cumulative gains of the Shanghai index and Shenzhen composite index were 1.63% and 1.47% respectively, and the Shanghai 50 index rose 4.1%. The net purchase of northbound funds throughout the day exceeded 9 billion yuan, which was the eighth consecutive day of net purchase. The cumulative net purchase this week reached 48.8 billion yuan, a new high since the opening of land stock connect.
On the 10th, the Shanghai index opened low and went low, with a narrow range of intraday weakness; The Shenzhen Component Index fell slightly, and the gem index rose in the afternoon, once up nearly 1%; The trend of the plates in the two cities is divided, the themes such as yuanuniverse, lithium battery and photovoltaic concept are active, and the trend of finance, cycle and other plates is weak; The transaction volume of the two cities has exceeded trillion for 36 consecutive trading days, and the northbound funds still have a large net inflow today, with a net purchase of more than 9 billion yuan throughout the day.
As of the close, the Shanghai index fell 0.18% to 3666.35 points, the Shenzhen composite index fell 0.24% to 15111.56 points, and the gem index rose 0.22% to 3466.8 points. The total turnover of the two cities was 1235.4 billion yuan, and the net purchase of northbound funds was 9.148 billion yuan.
Salt lake lithium extraction plate broke out again, China Aluminum International Engineering Corporation Limited(601068) , East China Engineering Science And Technology Co.Ltd(002140) and other stocks sealed the daily limit, and the daily limit of 200 billion leading Qinghai Salt Lake Industry Co.Ltd(000792) was once higher;
The China Aluminum International Engineering Corporation Limited(601068) of Hong Kong stocks is even more exaggerated. Directly soared by 70%. On the news side, after entering the peak season stock period in December, with the addition of Qinghai production reduction (cooling + power limitation) and centralized maintenance of lithium salt processing plant (the raw material is lithium concentrate), the supply became tight. Only in the week from November 29 to December 3, the price of battery grade lithium carbonate increased by 10000 yuan / ton and battery grade lithium hydroxide increased by 4000 yuan / ton.
Lenovo Holdings said: 29% of the equity transfer was legal and the state-owned assets were not lost
Since November 7, Sima Nan has successively updated the video programs about Lenovo on the we media platform, and deeply raked Lenovo’s prospectus and financial reports, involving Lenovo executives’ sky high annual salary, insolvency, asset loss, information security, erosion of shareholders’ interests and other issues.
With regard to the loss of assets, Sima Nan spent three periods on how the Chinese Academy of Sciences finally changed from 100% control to 29.5%, lost one vote veto, and the relationship between the people behind the relevant equity parties. In particular, the Chinese Academy of Sciences transferred 29% of the controlling stake of Lenovo holdings for 2.755 billion yuan. Is it lower than the market price at that time, resulting in the loss of more than 1 billion yuan of state-owned assets.
On December 10, Lenovo holdings issued a statement today saying that after confirming with the Chinese Academy of Sciences Holdings Co., Ltd., it transferred Lenovo’s controlling stake in 2009 and conducted audit, asset evaluation and filing in strict accordance with the relevant requirements of state-owned asset property right transactions. It has not caused the loss of state-owned assets.
The following is the original statement:
The following facts have been confirmed with the Chinese Academy of Sciences Holding Co., Ltd.
In August 2004, in accordance with the requirements of the CPC Central Committee on “vigorously developing the mixed ownership economy with the participation of state-owned capital, collective capital and non-public capital and realizing the diversification of investors”, in order to accelerate the large-scale development of high-tech industry, CAS made the decision to accelerate the equity socialization reform of enterprises invested by CAS.
In 2009, in accordance with the relevant provisions on the transaction of state-owned assets of enterprises, Chinese Academy of Sciences Holdings Co., Ltd. transferred 29% of the equity of Lenovo holdings through public listing and trading in Beijing property exchange. This transfer has been audited, evaluated and filed in strict accordance with the relevant requirements of state-owned asset property right transaction.
The book value of the owner’s equity of Lenovo holdings attributable to the parent company is 7.72 billion yuan and the assessed value is 9.26 billion yuan. In this transaction, Lenovo Holdings’ owner’s equity premium attributable to the parent company reached 9.5 billion yuan, and the corresponding 29% equity transaction price was 2.755 billion yuan.
This equity transfer has realized the preservation and appreciation of state-owned assets, and no objection has been raised in previous central inspections and audits by the National Audit Office.
(China Fund News)
