Style switching, large cap stocks open the rebound mode.
cut the reserve requirement expectation, and financial stocks led the market
In early trading, securities, insurance, steel and other sectors rose at the forefront. Among them, the securities sector was red across the board, China Industrial Securities Co.Ltd(601377) had a strong limit in less than half an hour, and Gf Securities Co.Ltd(000776) , Citic Securities Company Limited(600030) rose by more than 5%.
According to the statistics of the securities times · databao, according to the classification of the closing market value of the previous day, the early morning rise of large cap stocks was significantly higher than that of small cap stocks. Those with a market value of less than 5 billion had the largest decline, with an average decline of 0.7%, and those with a market value of more than 500 billion shares rose by 0. 37%, the average net inflow of institutional funds is more than 84 million yuan; The average increase of 300 billion to 500 billion stocks was the highest, close to 0.7%.
The rise of financial, cyclical and real estate stocks may have a certain relationship with the expectation of RRR reduction. The latest research report of Zheshang Securities Co.Ltd(601878) pointed out that " timely RRR reduction is expected to further release liquidity and thicken the commercial performance of securities, thus catalyzing the stock market ."
Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) was filed for investigation, and the share price fell by the word limit
The word Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) fell by the limit in early trading. As of the noon closing, there were still nearly 95000 hands on the limit board, and the market value evaporated nearly 2.1 billion yuan. According to the latest 15000 shareholders, the average loss of Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) shareholders in early trading was nearly 140000 yuan. Since this year, Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) share price has risen from a minimum of more than 10 yuan to a maximum of more than 50 yuan, with a maximum increase of nearly four times.
On the evening of December 3, Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) announced that the company and its chairman Zhou Xianhai received the notice of filing a case from the CSRC due to suspected illegal information disclosure.
Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) said that during the filing and investigation period, the company will actively cooperate with the investigation of China Securities Regulatory Commission and fulfill the obligation of information disclosure in strict accordance with the regulatory requirements. At present, the company's operation, management and financial situation are normal. On Friday, the company also responded positively to investors on the interactive platform, saying that the company's battery foil products have an annual production capacity of 94000 tons.
Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) is regarded by securities companies as "leading enterprise of lithium battery materials" and "core supplier of lithium battery aluminum foil". Since its establishment in 2003, Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) has been deeply engaged in the field of aluminum plate, strip and foil, and has rapidly become a leader in the battery foil industry. Its main products are air conditioning foil, aluminum plate and strip, new energy battery foil, etc. its products are used in lithium battery, transportation and other fields. In the first three quarters of this year, the company realized a net profit of 263 million yuan, a year-on-year increase of nearly 23 times.
Shortly after the above announcement, Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) deputy general manager Ms. Bian Huijuan submitted a written resignation report . At the same time, through the qualification examination of the nomination committee of the board of directors, the board of directors agreed to nominate Wang Cheng as a candidate for non independent director of the Fifth Board of directors of the company. Wang Cheng is now Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) general manager.
it is rumored that rare earth giants have been approved, and concept stocks rose
In addition to the rise of large cap stocks, the rare earth sector was also sought after by funds in early trading, and Hong Kong stocks China rare earth soared by 18%; A-Shares Aluminum Corporation Of China Limited(601600) , Zhejiang Dehong Automotive Electronic & Electrical Co.Ltd(603701) rose strongly. As of the noon closing, Aluminum Corporation Of China Limited(601600) trading limit reached 1.37 million orders.
Some media reported that the mainland has approved the establishment of the world's largest rare earth company, which aims to maintain its leading position in the global supply chain of rare earths. The new company will be named China rare earth group and will be established in resource rich Jiangxi Province as soon as this month. the company was established by merging the rare earth assets of several state-owned enterprises, including China Minmetals Group, Aluminum Corporation Of China Limited(601600) and Ganzhou rare earth group.
The reorganization of rare earth companies is not groundless. On September 23, China Minmetals Rare Earth Co.Ltd(000831) announced that the company had received a notice from the actual controller China Minmetals Group that Aluminum Corporation Of China Limited(601600) group, China Minmetals Group and Ganzhou Municipal People's government were planning the strategic reorganization of relevant rare earth assets.
Some netizens said, "large central enterprises and local governments cooperate to open the integration of rare earth resources. Rare earth aircraft carrier will be born soon, which will be a national and even global rare earth giant."
As an important raw material of new functional materials such as aluminum alloy, magnesium alloy and steel, rare earth is known as industrial "gold". According to the statistics of data treasure, the market value of 51 companies involved in rare earth and rare earth permanent magnet in the A-share market totaled 1.15 trillion yuan. Since October, many companies have increased their holdings of funds from going north. The top increase proportions are Grinm Advanced Materials Co.Ltd(600206) , Advanced Technology & Materials Co.Ltd(000969) , Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , and the first two shares have increased their holdings by more than 2%.
Further, according to the statistics of data treasure, only 8 shares have been increased by going north since October, and the number of shareholding institutions (data at the end of the third quarter) exceeds 10, including Aluminum Corporation Of China Limited(601600) , China Minmetals Rare Earth Co.Ltd(000831) , Hongda Xingye Co.Ltd(002002) . As of 11:30, except for these three shares, the shares of the other five companies had a slight correction today.
In terms of the number of shareholding institutions, China Baoan Group Co.Ltd(000009) is a high-tech enterprise integrating rare earth mining, rare earth separation, rare earth metal smelting and manufacturing of high-performance NdFeB magnetic materials. Northbound capital has increased its position by 0.13% since October.
Aluminum Corporation Of China Limited(601600) , Gem Co.Ltd(002340) are all held by 77 institutions, Xiamen Tungsten Co.Ltd(600549) , China Minmetals Rare Earth Co.Ltd(000831) and Shenghe Resources Holding Co.Ltd(600392) are all held by more than 15 institutions.
(data treasure)
