In the morning trading on December 3, the main indexes of A-Shares were differentiated, and there were many hot spots in industry sectors and individual stocks. Overall, the hot concept plates in the early stage were divided, lithium battery hot topics such as salt lake lithium diving, while stocks such as semiconductors were eye-catching.
Among the popular stocks, as of December 2, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) had gained 8 days and 6 boards. On that day, the company issued an announcement on abnormal fluctuations in stock trading, and the Shenzhen Stock Exchange disclosed the letter of concern issued to the company. In early trading today, although its share price opened the daily limit, it still maintained its rise.
Salt Lake Lithium diving
In the morning trading on December 3, the main indexes of A-Shares fluctuated relatively little. As of midday closing, the Shanghai index rose 0.58%, the Shenzhen Component Index rose 0.23% and the gem index fell 0.53%.
Among the Shenwan industry index, mining, public utilities, food and beverage were among the top gainers; Electrical equipment, automobile and chemical industry led the decline.
Among the more subdivided concept plates, the salt lake lithium diving that attracted much attention in the early stage decreased significantly, Byd Company Limited(002594) , Jiangsu Jiuwu Hi-Tech Co.Ltd(300631) , Tibet Summit Resources Co.Ltd(600338) , Tibet Urban Development And Investment Co.Ltd(600773) .
Galaxy Securities analyst Lupe believes that the construction of power battery capacity has accelerated and lithium battery equipment has fully benefited. In October, the production and sales of new energy vehicles doubled year-on-year, and the penetration rate reached 16.42%. Power battery manufacturers continued to expand production, and lithium battery equipment fully benefited. Recently, some giants have released their power battery expansion plans. Benefiting from the substantial expansion of downstream production, the lithium equipment track is still one of the best special equipment tracks next year, and continues to be optimistic about the investment opportunities of equipment manufacturers.
The Pacific Securities Co.Ltd(601099) securities analyst Liu Guoqing believes that in the process of industrial technological progress and enterprises seizing high-tech underground, higher requirements for advanced equipment and production process will bring new equipment and iterative demand. Therefore, it is expected that lithium battery equipment will be in a sustained boom stage.
attention letter from Shenzhen Stock Exchange
tobacco star stocks continued to rise
There are also some highlights in individual stocks. In early trading on December 3, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) known as the “king of Northwest cigarette labels” rose the limit for a time, but then opened. As of noon closing, its share price rose 3.16% to 6.85 yuan / share.
It is noteworthy that on December 2, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) received a letter of concern from Shenzhen Stock Exchange asking the company to explain whether there has been a significant change in fundamentals; Check whether the company’s directors, supervisors, senior managers and their immediate family members buy and sell stocks and whether they are suspected of insider trading. In the 8 trading days from November 23 to December 2, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) harvested 6 trading limits, with a cumulative increase of 92.46%.
On the news side, there has been continuous news of new tobacco regulatory policies recently. On December 2, the official website of the State Tobacco Monopoly Administration issued the measures for the administration of e-cigarettes (Draft for comments), which formulated mandatory norms in terms of e-cigarette sets, atomizers, releases, product marks, etc. Previously, on November 26, the State Council officially issued the decision on Amending the regulations for the implementation of the tobacco monopoly law of the people’s Republic of China, adding a new article that “e-cigarettes and other new tobacco products shall be implemented with reference to the relevant provisions on cigarettes in these Regulations”, and e-cigarettes have been officially incorporated into the supervision of the tobacco system.
Market participants pointed out that for the recent heavy policy, the industry basically interpreted that China’s e-cigarette market is expected to usher in the healthy development under standardized supervision. At the same time, the e-cigarette industry will gradually embark on the standardized development track of strong supervision, the industry concentration will be improved, and the overall benefit of leading enterprises will be good. The tobacco supporting industry of Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) started earlier, and the main products are the production and sales of cigarette labels, cigarette tow and mouth stick. Although it is a traditional leading tobacco enterprise, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) is classified as the concept of e-cigarette by major securities trading software.
(China Securities Journal)
