The A-share market continued to decline this morning, and the Shenzhen Composite Index and gem index fell below the annual line.
The adjustment of “track stocks” has become the main thrust drag on the index.
However, at the same time, the long silent household appliance sector rose against the trend, and the two leading Gree Electric Appliances Inc.Of Zhuhai(000651) and Midea Group Co.Ltd(000333) both soared by more than 5%.
The performance of Hong Kong stocks was weaker, and the Hang Seng technology index hit another record low in the session.
the two leaders of household appliances burst, and the rise of banks protected the market
The A-share market continued to adjust this morning, and the Shanghai index once fell below 3600 points.
Shenzhen Composite Index and gem index performed weaker. The Shenzhen Component Index fell more than 1% and fell below the annual line.
The gem index fell 2.77% and fell below the annual line.
Among the industry sectors classified by Shenwan, the early hot sectors such as national defense and military industry, electronics, power equipment, utilities and automobiles led the decline, and several sectors fell by more than 3%.
The household appliances sector rose against the trend, and Hisense Home Appliances Group Co.Ltd(000921) , Kennede Electronics Mfg.Co.Ltd(002723) impacted the daily limit.
Among the leading companies in the household appliance sector, Gree Electric Appliances Inc.Of Zhuhai(000651) soared by more than 5%. In 2021, the stock price of Gree Electric Appliances Inc.Of Zhuhai(000651) continued to be depressed as a whole, with a large cumulative decline, but the recent trend was significantly stronger than the market. Up to now, the market value of Gree has exceeded 230 billion yuan.
Another leader Midea Group Co.Ltd(000333) rose 6% in the morning, up nearly 5% as of the morning closing.
Midea Group Co.Ltd(000333) according to the recent announcement, 2846445 shares of the company’s shares (accounting for 0.0407% of the total share capital) held by the company’s phase III global partner shareholding plan have been sold through centralized bidding trading on December 31, 2021. According to the relevant provisions of the third phase of global partner shareholding plan (Draft), the implementation of the company’s employee shareholding plan has been completed, and the subsequent Property Liquidation and distribution will be carried out. The income enjoyed by the holders of the employee stock ownership plan will be distributed according to the proportion of the amount of the underlying shares owned by the holders after deducting relevant taxes. Midea Group Co.Ltd(000333) at present, the market value still exceeds 500 billion yuan.
In addition to home appliance stocks, the banking sector also strongly supported the market in the morning.
Industrial Bank Co.Ltd(601166) A-Shares rose more than 5%. Industrial Bank Co.Ltd(601166) announced yesterday that the company and China Securities Co.Ltd(601066) , China Industrial Securities Co.Ltd(601377) (hereinafter collectively referred to as the “joint sponsor”) signed the supervision agreement on the storage of special account for raised funds from Industrial Bank Co.Ltd(601166) public issuance of A-share convertible corporate bonds (hereinafter referred to as the “supervision agreement on the storage of special account for raised funds”). The company has opened a special account, which is opened by the business department of the head office of Industrial Bank Co.Ltd(601166) (hereinafter referred to as the “opening bank of the special account for raised funds”).
Many bank stocks such as Bank Of Chengdu Co.Ltd(601838) , Ping An Bank Co.Ltd(000001) , Bank Of Ningbo Co.Ltd(002142) also rose significantly.
“track stock” readjustment
In addition to the above sectors, “track stocks” adjusted again this morning, and many stocks such as chip concept, consumer electronics and new energy fell sharply, dragging down the performance of major indexes.
Among chip and semiconductor concept stocks, Gigadevice Semiconductor (Beijing) Inc(603986) with a market value of 100 billion plunged by more than 9%, and Will Semiconductor Co.Ltd.Shanghai(603501) plunged by 7%.
Will Semiconductor Co.Ltd.Shanghai(603501) last night, the announcement on the results of share reduction by the controlling shareholder was released. The announcement showed that before the implementation of the share reduction plan, Yu renrong, the controlling shareholder of the company, held 273435000 shares of the company, accounting for 31.48% of the total share capital of the company at that time.
Yu renrong, the controlling shareholder of the company, Shaoxing Weihao equity investment fund partnership (limited partnership) (hereinafter referred to as “Shaoxing Weihao”) and Mr. Yu Xiaorong held 355009 shares of the company, accounting for 40.87% of the total share capital of the company at that time.
As of December 31, 2021, the implementation of Yu renrong’s share reduction plan has been completed. During the implementation of the reduction plan, Yu renrong reduced a total of 7900000 shares of the company through centralized bidding trading and block trading, accounting for 0.90% of the total share capital of the company. As of the disclosure date of the announcement, Yu renrong and his concerted actors Shaoxing Weihao and Yu Xiaorong held 347094009 shares of the company, accounting for 39.64% of the total share capital of the company.
Consumer electronics stocks also fell sharply, with leading stocks Goertek Inc(002241) falling 5.34%.
The new energy vehicle leader Byd Company Limited(002594) in the A-share market plunged by more than 6%. According to the announcement, in December 2021, the company’s order demand for new energy vehicles continued to be strong and maintained a continuous growth momentum; Affected by the epidemic situation in Xi’an in the latter ten days, the output of the company’s Xi’an automobile production base has been affected to a certain extent. Up to now, the production of Xi’an base has basically returned to normal. The total installed capacity of the company’s new energy vehicle power battery and energy storage battery in December 2021 was about 5.049gwh, and the cumulative installed capacity in 2021 was about 37.921gwh.
Leading new energy track stocks such as Trina Solar Co.Ltd(688599) , Eve Energy Co.Ltd(300014) also fell sharply.
“Big Mac” China Mobile A-Shares are listed today, with an overall stable performance
Today, telecom giant China Mobile officially landed in a shares.
Market data show that China Mobile A-Shares opened at 63 yuan, up 9.41% from the issue price, and then the increase narrowed and the overall performance was stable. The issue price of China Mobile A-Shares is 57.58 yuan.
China Mobile’s Hong Kong shares also performed very strongly this morning. Their share prices jumped high and rose more than 5% in the session.
China Mobile announced yesterday that, in view of the completion of the issuance of RMB shares of the company, after the exercise period of the over allotment option for the issuance of RMB shares expires on February 7, 2022, and on the premise of complying with all applicable laws, regulations and rules, the company plans to repurchase Hong Kong shares on the stock exchange of Hong Kong under the repurchase authorization. The above plan has been approved by the board of directors.
According to the repurchase authorization, the number of repurchased shares shall not exceed 2047548289 Hong Kong shares, equivalent to no more than 10% of the total issued Hong Kong shares of the company on the date of the 2021 annual general meeting. According to the Hong Kong Companies Ordinance, the Hong Kong shares repurchased by the company will be deemed to be cancelled at the time of repurchase. All the funds used for repurchase come from the working cash or working capital available to the company.
Hong Kong stocks fell sharply again: the Hang Seng technology index hit a new low, and meituan fell 9% to HK $200
While A-Shares weakened, Hong Kong stocks also continued to decline, mainly dragged down by the sharp decline of technology stocks and Internet stocks.
The Hang Seng technology index plunged more than 4% again in the session, hitting a new low since its release. The index has more than halved from its high in 2021.
Among the heavyweights of Hang Seng technology index, meituan plunged more than 9% in the session, falling below the HK $200 mark. The market value of meituan has fallen to about HK $1.2 trillion.
BiliBili Hong Kong stocks also fell more than 9% during the session.
Ming Yuanyun, Kwai Kong data, Jingdong Group Hong Kong stock and fast hand also all fell significantly.
Before the decline of Hong Kong Internet stocks this morning, Internet stocks generally fell overnight. BiliBili U.S. stocks plunged 8.94% and JD U.S. stocks plunged 6.04%.
According to the Hong Kong stock strategy view of Soochow Securities Co.Ltd(601555) (Hong Kong), the Hang Seng index is at the bottom of the global stock index, and even has a rare net valuation. The main reason is that the heavyweight stocks in the Internet, education and other industries in the Hang Seng index have retreated greatly under the influence of policies. At present, the sentiment of the Hong Kong stock market is extremely pessimistic, and there are even many views that it is natural for Hong Kong stocks to break the net valuation. The institution believes that the bottom area of the current market should be more optimistic, and take the acceptable reasonable dividend rate under the condition that the stock price does not rise all year round as the value anchor to actively buy more Hong Kong stocks. In the strategic outlook for 2022, the organization gives five main layout lines, corresponding to the following five Keywords: sea going, energy, national tide, digitization and epidemic damage.
Tencent and Ali were fined for failing to declare illegal concentration cases according to law
On January 5, the General Administration of Market Supervision issued 13 administrative punishment decisions on the illegal implementation of business concentration cases without reporting according to law.
According to the punishment decision, on December 31, 2021, the State Administration of market supervision made an administrative punishment decision on the case of illegal concentration of business operators for the joint venture established by Tencent Holdings Co., Ltd. and Henan harmonious Automobile Trade Co., Ltd., and imposed a fine of 500000 yuan on Tencent and harmonious automobile respectively.
The State Administration of market supervision made a decision on administrative punishment for Hangzhou Ali Venture Capital Co., Ltd., Zhengzhou Xunjie Trade Co., Ltd. and Guiyang radio and Television Media Group Co., Ltd. for acquiring the equity of Guizhou Pan Asia ICT Network Technology Co., Ltd. without reporting the illegal implementation of business concentration according to law, and imposed a fine of 500000 yuan on Ali venture capital, Zhengzhou Xunjie and Guiyang radio and television respectively.
Make an administrative penalty decision on Tencent Holdings Limited’s acquisition of the equity of Beijing Youhu Technology Development Co., Ltd. without reporting the illegal implementation of business concentration according to law, and impose an administrative penalty of 500000 yuan on Tencent;
Yes, Bili Bili Co., Ltd. acquired versa Inc. If the equity fails to declare according to law and illegally implement the business concentration case, the administrative punishment decision shall be made, and BiliBili shall be fined 500000 yuan.
Tencent will be given an administrative penalty of 500000 yuan for the case of illegal concentration of business operators in the case of Tencent’s acquisition of the equity of ingageapp Global Limited without reporting in accordance with the law.
For Tencent and Lingfei’s acquisition of the equity of Beijing minglue Software System Co., Ltd. without reporting the illegal implementation of business concentration according to law, they will be fined 500000 yuan each.
For Tencent’s acquisition of the equity of Yonghui yunchuang Technology Co., Ltd. without reporting the illegal implementation of business concentration according to law, an administrative penalty of 500000 yuan shall be imposed.
The administrative punishment decision was made for Tencent Holdings Co., Ltd. and Shenzhen Sequoia Yuchen equity investment partnership (limited partnership) for acquiring the equity of Guangxi jiaojiu Network Technology Co., Ltd. without reporting the illegal implementation of business concentration according to law, and it was decided to impose a fine of 500000 yuan on Tencent and Sequoia Yuchen respectively.
The joint venture established by Alibaba network and Guiyang Xingli shall be subject to administrative penalties of 500000 yuan each for failing to report the illegal implementation of business concentration according to law.
The joint venture established by Qingdao Hisense Network Technology Co., Ltd. and Tencent Holdings Co., Ltd. shall be subject to an administrative penalty of 500000 yuan respectively for failing to report the illegal concentration of business operators according to law.
The joint venture established by Ningbo Yuheng Health Investment Co., Ltd. and Jiangsu Jingdong bangneng Investment Management Co., Ltd. failed to declare the illegal concentration of business operators according to law, and Ningbo Yuheng and Jingdong bangneng will be fined 500000 yuan each.
Acquisition of versa Inc by Tencent Holdings Co., Ltd. If the equity fails to declare according to law, Tencent will be given an administrative penalty of 500000 yuan for the illegal implementation of business concentration.
An administrative penalty decision was made on Tencent Holdings Limited’s acquisition of the equity of Beijing Niannian Sharing Technology Development Co., Ltd. without reporting the illegal implementation of business concentration according to law, and Tencent was fined 500000 yuan.
(Securities Times)
