On December 28, the two cities consolidated after the collective high opening in the morning and rebounded in the afternoon. In terms of sectors, lithium, rubber, wind power equipment, digital currency, machine vision, etc. led the increase; Electricity, coal, diamond cultivation, pumped storage, etc. led the decline; Yesterday’s sharp rise in the Chinese medicine sector callback.
I. today’s market situation
As of the close, the Shanghai index rose 0.39%, the Shenzhen Composite Index rose 0.83% and the gem index rose 1.06%.
II. Summary of today’s trading board
Today, more than 60 non ST shares and non new shares in Shanghai and Shenzhen rose by the daily limit. Specifically, the lithium concept rose sharply throughout the day, with the plate rising by more than 7%, and many stocks such as Tibet Summit Resources Co.Ltd(600338) , Tibet Urban Development And Investment Co.Ltd(600773) , Zangge Holding Company Limited(000408) rose by the limit.
III. details of today’s trading board
1. Lithium ore concept: Tibet Summit Resources Co.Ltd(600338) , Tibet Urban Development And Investment Co.Ltd(600773) , Zangge Holding Company Limited(000408) , Youngy Co.Ltd(002192) , Yongxing Special Materials Technology Co.Ltd(002756) and other multi stock trading limits.
According to media reports, recently, lithium mining enterprises in Western Sichuan and other places came the news of price increase. Lithium salt exceeded 200000 yuan / ton, directly hit 250000 yuan / ton, and even lithium enterprises received an offer of 300000 yuan / ton. Some business personnel of lithium enterprises said that the current market is very hot, and it takes minutes to clinch a deal with 300000 yuan / ton. In addition, driven by downstream demand, lithium salt supply is insufficient, and upstream enterprises basically do not execute long orders. Lithium salt enterprises predict that “next year’s concentrate will usher in the most scarce moment.”
2. Artificial intelligence concept: Shanghai Yanhua Smartech Group Co.Ltd(002178) , Jiangsu Hagong Intelligent Robot Co.Ltd(000584) and other daily limits.
The Ministry of industry and information technology and other eight departments jointly issued the intelligent manufacturing development plan for the 14th five year plan. The plan puts forward that the specific objectives by 2025 are as follows: first, remarkable achievements in transformation and upgrading, 70% of manufacturing enterprises above Designated Size basically realize digital networking, and build more than 500 intelligent manufacturing demonstration plants leading industrial development. Second, the supply capacity has been significantly enhanced, the market satisfaction rates of intelligent manufacturing equipment and industrial software have exceeded 70% and 50% respectively, and more than 150 system solution suppliers with high professional level and strong service ability have been cultivated. Third, the foundation support is more solid, more than 200 national and industrial standards have been formulated and revised, and more than 120 industrial Internet platforms with industrial and regional influence have been built.
3. Concept of digital currency: Newcapec Electronics Co.Ltd(300248) , Szzt Electronics Co.Ltd(002197) etc.
The working conference of the people’s Bank of China held on December 27, 2022 proposed to steadily and orderly promote the pilot of digital RMB research and development. At present, digital RMB has been piloted in many places, and the newly issued plan for Chengdu and Chongqing to jointly build a western financial center also proposes to support Chengdu to steadily promote the pilot of digital RMB. Galaxy Securities believes that, on the one hand, China focuses on developing the digital economy industry. It is expected that by 2025, the scale of China’s digital economy market will reach 78.88 trillion yuan, accounting for 55.34% of China’s GDP; On the other hand, the substitution of digital RMB can effectively save costs and realize cost reduction and efficiency increase of digital economy. With the gradual diversification of digital RMB pilot scenarios and the support of digital economy, Winter Olympics and other scenarios, the investment value opportunities of digital RMB industrial chain are highlighted.
(Securities Times · e company)
