Last night, the state gave everyone a red envelope of “tax reduction”; Today, the market sent “red envelopes” to investors. As of the noon closing on the 30th, a total of 3383 A-Shares rose.
In early trading on the 30th, the market opened higher and went higher, with weights and themes active together. In addition to ningwang rising by more than 3% and Kweichow Moutai Co.Ltd(600519) rising by nearly 2%, securities companies have also pulled up half the sky of the index.
As of midday closing, the Shanghai index rose 0.82%, the Shenzhen Composite Index rose 1.19% and the gem index rose 1.51%. In terms of northward funds, there was an inflow of 8.27 billion, compared with a net inflow of 662 million yesterday.
However, in the active concept sector, online games, today’s headlines, online popularity, virtual economy and other industries that had been rectified before took the lead.
New era Securities said that antitrust and data security are important variables in the development of the Internet. We believe that this round of supervision has been basically implemented in an orderly manner, and the industry has developed orderly and standardized under Antitrust and data security. Looking forward to 2022, we should gradually strengthen the allocation of media Internet and grasp the era of meta universe.
Daily limit of 18 shares
cultural media suddenly lifted the tide of limit
In early trading on the 30th, the culture and media sector became the brightest in the whole market, and the industry sector rose 4.61%.
There were 18 stocks in the plate, and many stocks, such as Zhewen Interactive Group Co.Ltd(600986) , Visual China Group Co.Ltd(000681) , Dook Media Group Limited(301025) , Hunan Tv & Broadcast Intermediary Co.Ltd(000917) , Ciwen Media Co.Ltd(002343) , Inner Mongolia Xinhua, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Huawen Media Group(000793) , H&R Century Union Corporation(000892) , rose.
the reorganization plan was approved
140 billion chip leading stocks rose by the limit
Previously, affected by the obstruction of the restructuring process, the first leading stock of military chips Unigroup Guoxin Microelectronics Co.Ltd(002049) has been online consolidation on the 20th. In early trading on the 30th, Unigroup Guoxin Microelectronics Co.Ltd(002049) opened high and walked high due to the positive impact of the adoption of the restructuring plan, which was finally sealed on the daily limit. As of noon closing, the total market value closed at 141.8 billion yuan.
Standing on the tuyere of chip localization, Unigroup Guoxin Microelectronics Co.Ltd(002049) was listed in 2005, and the share price hovered around 30 yuan until 2019. However, from 2019, especially since the second half of 2020, the leap of 100 billion bull stocks has been completed.
Unigroup Guoxin Microelectronics Co.Ltd(002049) it was announced this morning that at 9:30 a.m. on December 29, the second creditors’ meeting and investors’ group meeting of the substantive merger and reorganization of seven enterprises such as Ziguang group was held through the national enterprise bankruptcy reorganization case information network. The meeting set up a property secured creditor’s right group, an ordinary creditor’s right group and a contributor group to vote in groups. According to the statistical voting results, each group has voted and adopted the reorganization plan for substantive merger and reorganization of seven enterprises including Ziguang Group Co., Ltd. (Draft).
In addition to the Unigroup Guoxin Microelectronics Co.Ltd(002049) limit, Unisplendour Corporation Limited(000938) also rose nearly 5% synchronously.
In addition, the whole semiconductor industry chain has also been boosted. The 100 billion white horse Gigadevice Semiconductor (Beijing) Inc(603986) also rose nearly 8%.
tenfold bull stock is about to be born
two big cattle have made more than 500 million
On the 30th, Andon Health Co.Ltd(002432) rose again. If we rush another board tomorrow, the share price has risen tenfold in nearly two months.
There is nothing more to say about the rise of Andon Health Co.Ltd(002432) . However, just before the end of 2021, the fund Jun found that the two newly introduced niusan in the third quarter of Andon Health Co.Ltd(002432) had made more than 500 million yuan if they had been held until now.
According to the third quarterly report, Niu San and Li Guiping were included in the top ten circulating shareholders in the third quarter, with a shareholding ratio of more than 1.8%. According to the total market value of 26.4 billion yuan today, if Li Guiping has always held it, the market value of Andon Health Co.Ltd(002432) shares he owns is about 477 million yuan, an increase of more than 400 million yuan compared with 58 million yuan at the end of the third quarter.
According to the same method, Niu San and Yang Sanbao’s account made more than 100 million yuan in three months.
Tens of millions of assets have become hundreds of millions of assets, which has outperformed all fund managers in the market
the first overall development plan of raw material industry is released
rare earth industry is expected to welcome
On December 30, influenced by the news that rare earth enterprises were encouraged to carry out merger and reorganization during the 14th Five Year Plan period, the A-share rare earth permanent magnet plate opened stronger. As of press time, Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) limit rose, and Ningbo Yunsheng Co.Ltd(600366) , Yantai Zhenghai Magnetic Material Co.Ltd(300224) , Chengdu Galaxy Magnets Co.Ltd(300127) and other stocks rose.
On the news side, the first overall development plan for the raw material industry was released, and rare earth enterprises were encouraged to carry out mergers and acquisitions during the “14th five year plan”.
On December 29, in response to a reporter’s question on the high-quality development of the rare earth industry, deputy director general Chang Guowu of the raw materials department of the Ministry of industry and information technology said that during the “14th five year plan” period, the Ministry of industry and information technology would encourage rare earth enterprises to carry out mergers and acquisitions in accordance with the principles of marketization and legalization, support rare earth enterprise groups to extend to the downstream industrial chain and improve their own development ability and brand influence. Support advantageous regions, accelerate transformation and upgrading, and build rare earth industry clusters.
Chang Guowu also said that the Ministry of industry and information technology will work with relevant departments to further strengthen the order rectification of the rare earth industry, continue to standardize the production and operation order of enterprises, actively play the role of bridge and link of industry organizations, and guide enterprises to strengthen self-discipline, standardize operation and orderly competition.
Galaxy Securities pointed out that the new round of national promotion of rare earth industry integration shows that the state attaches great importance to the rare earth industry, which will improve the concentration of China’s rare earth industry and control over rare earth prices, so that rare earths reflect their real value.
The agency said that under the continuous tension of supply and demand in the industry, the price of Rare Earth continues to rise steadily, driving the performance of rare earth companies, while carbon neutralization era new energy opens a broad growth space for rare earth. In line with China’s policies, building the rare earth industry as China’s resource trump card is conducive to the improvement of the valuation of rare earth stocks, and the rare earth industry is expected to usher in a double growth trend of performance + valuation.
first day of listing of “Ai first share”
once soared by more than 20%
On the 30th, AI Unicorn Shangtang technology was listed on the Hong Kong stock exchange. On the first day of listing, the increase once expanded to 23%, with a total market value of more than HK $150 billion. As of press time, Shangtang technology still rose nearly 12%, with a total market value of HK $143.4 billion.
The listing of Shangtang technology has twists and turns. Fortunately, it is dangerous.
Shangtang technology originally planned to be listed on December 17, but on December 13, the company suddenly announced that the global offering and listing were delayed. According to Shangtang technology announcement, on December 10, the US Treasury Department listed the company in the “list of non SDN Chinese military industrial complex enterprises”.
On December 20, Shangtang Technology issued an announcement to restart the listing plan of Hong Kong stocks. According to the supplementary prospectus issued by Shangtang technology, the list of cornerstone investors disclosed by the company’s restart IPO has changed significantly, that is, all foreign investors are excluded.
According to the supplementary prospectus, the latest list of cornerstone investors of Shangtang technology includes mixed ownership reform fund, Xuhui capital, Guosheng group, Shanghai artificial intelligence industry investment fund, Saic Motor Corporation Limited(600104) , Guotai Junan Securities Co.Ltd(601211) , Hong Kong Science and Technology Park, Xima ophthalmology and Taizhou culture and tourism. Compared with the initial offering, the total number of shares subscribed by new cornerstone investors also increased from about US $450 million to about US $510 million.
However, during the dark trading period on the 29th, Shangtang technology’s dark market fell 2.6% to break at HK $3.75. The company issued 1.5 billion shares, priced at HK $3.85 per share, with 1000 shares per hand. Excluding handling charges, I lost 100 Hong Kong dollars.
future strategy
Theme strategies of eight securities companies: game, virtual human, VR / Ar / MR and NFT mining the “four main lines” of metauniverse
Free research report selection: the upper limit of military industry sector valuation improvement is far from coming! The metauniverse is expected to continue to catalyze these targets
A “demon king”! The soaring Andon Health Co.Ltd(002432) pursuit can’t stop the Caitong Securities Co.Ltd(601108) limit! What happened to the change of securities stocks?
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(China Fund News)
