Today is another day of chicken flying and dog jumping
In the morning trading on January 6, popular track stocks continued to kill the decline, and new energy funds and funds fell again.
A shares rebounded from the bottom, but the major indexes are still falling.
As of midday closing, the Shanghai index fell 0.16%, the Shenzhen composite index fell 0.54% and the gem index fell 0.95%. In terms of north capital, the Shanghai Stock connect had a net outflow of 1.444 billion in early trading, and the Shenzhen Stock connect had a net outflow of 2.785 billion in early trading, totaling 4.2 billion. However, southbound funds showed a net buying trend, with a net purchase of 1.6 billion in early trading on the 6th.
In terms of sectors, salt lake lithium extraction, lithium mine and large infrastructure construction led the rise, while air transportation, Internet and securities led the decline.
After the market crash, there are all kinds of statements in the market. Fund Jun summarized several reliable:
1. Li Liangbin said in his new year’s speech that he was prepared for danger in times of safety and continued to grow in uncertain times. The periodicity of lithium products is very obvious. There is 200000 yuan yesterday, or 40000 yuan tomorrow sooner or later!
Superimposed on the policy impact of the “decline” of new energy vehicle subsidies, the new energy sector has made crazy adjustments since the beginning of the year. Some market participants believe that a new round of “killing valuation” market is coming.
2. Recently, it is rumored that the local double carbon indicators will not be assessed this year, only the growth will be assessed, and the promotion speed of photovoltaic installation may slow down.
However, near midday. The concept of “steady growth” is popular. The 100 billion giant Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) approached the limit, driving the continued strength of the large infrastructure sector, China Communications Construction Company Limited(601800) , Shandong Hi-Speed Road&Bridge Co.Ltd(000498) , China Railway Construction Corporation Limited(601186) , Chongqing Construction Engineering Group Co.Ltd(600939) and other gains were among the top.
In addition, the concept of lithium extraction from salt lakes has been greatly counterattacked. Many investors exclaimed that they were going to reverse?
Let’s look at other stocks.
Kweichow Moutai Co.Ltd(600519) “green”
On January 5, Maotai Liquor Co., Ltd. held a press conference on renyin Lunar New Year of the tiger. It is reported that Maotai lunar new year wine takes the attribute of Yin wood. The bottle body adopts tourmaline green, which means the color of forest and life. It symbolizes the intersection of heaven and earth, the vitality of all things.
For this design, some netizens make complaints about the green packaging design.
On the morning of January 6, Kweichow Moutai Co.Ltd(600519) opened low and went low. The intraday decline was more than 4%, and the main net outflow exceeded 1 billion. As of the close, the decline narrowed to 2.87%.
On January 1, 2022, Kweichow Moutai Co.Ltd(600519) liquor disclosed the company’s announcement on production and operation in 2021. According to preliminary accounting, in 2021, Kweichow Moutai Co.Ltd(600519) produced about 56500 tons of Maotai base liquor and about 28200 tons of series base liquor; It is expected to achieve a total operating revenue of about 109 billion yuan (including about 93.2 billion yuan for Maotai liquor and about 12.6 billion yuan for series liquor), an increase of about 11.2% year-on-year; The net profit attributable to the shareholders of the listed company is expected to be about 52 billion yuan, a year-on-year increase of about 11.3%.
After the announcement of the above operating indicators, Citic Securities Company Limited(600030) lowered the growth forecast of Kweichow Moutai Co.Ltd(600519) net profit from the original 13% to 11.4%.
However, Citic Securities Company Limited(600030) still believes that the long track and thick snow on the Baijiu Road, Moutai brand moat is remarkable, the business mode determines the sales predictability, the brand value decides the price space is clear, the channel reform contains huge dividends, and firmly optimistic about the long-term investment value.
chemical stocks that doubled in two months
stage “sky floor”
Today’s market is too suck for money to rush away.
In the morning trading on the 6th, he opened high all the way and once touched the limit of Yueyang Xingchang Petro-Chemical Co.Ltd(000819) . After 10 o’clock, the high platform dived and hit the limit board. As of press time, he was still pressed on the limit board.
In the past two months, with the halo of “Petrochemical reform” and “disinfectant”, Sinopec’s Yueyang Xingchang Petro-Chemical Co.Ltd(000819) share price climbed from about 7 yuan to the latest 24.53 yuan, an increase of more than 200%. Even if the third largest shareholder of Yueyang Xingchang Petro-Chemical Co.Ltd(000819) threw out the reduction announcement on January 3, the stock still gained two trading limits on January 4 and 5.
Several popular stocks fell sharply, including the Kunming Longjin Pharmaceutical Co.Ltd(002750) limit for ten consecutive trading limits.
the meta universe collapsed
In early trading on January 6, Yuan universe concept stocks led the decline in early trading. Shunya International Martech (Beijing) Co.Ltd(300612) fell by more than 11%, and Chengdu B-Ray Media Co.Ltd(600880) fell by the limit.
Once Chengdu B-Ray Media Co.Ltd(600880) of the 9-day 7 Board fell to the limit at the moment of opening. As of the noon closing, it was still sealed on the limit by 436000 hand selling orders.
From December 23 to January 5, Chengdu B-Ray Media Co.Ltd(600880) shares rose by 7 limits in 9 trading days. From early December to January 5, Chengdu B-Ray Media Co.Ltd(600880) shares rose by more than 136.90%.
On the news side, Facebook, the vanguard of the concept of meta universe, was frustrated on the road of meta universe.
On January 5, an insider disclosed that meta platforms, Facebook’s parent company, had stopped developing a new software operating system. The system is mainly designed for its virtual reality (VR) equipment and the upcoming augmented reality (AR) glasses.
Analysts said that the project was shelved, marking a setback in meta’s efforts to control its oculus VR head display and the underlying software of future augmented or mixed reality (MR) devices.
Affected by this news, Facebook (now renamed meta platforms), the vanguard of the meta universe concept, fell all the way after the opening, falling 3.67% as of the closing.
On Christmas not long ago, oculus app launched by Facebook topped the free download list of Apple App store and Google play store in the United States, beating social software such as tiktok, instagram and Youtube.
China Mobile fell close to the issue price
million bill protection
China Mobile, which was just listed the next day, quickly fell to the issue price of 57.58 yuan in early trading on the 6th.
Miraculously, there are millions of hands to pay at 57.58 yuan, and nearly 6 billion funds to protect the market.
Although millions paid to protect the market, as of the noon closing, China Mobile’s share price still broke the issue price and closed at 57.6 yuan. At 57.58 yuan, there are still more than 960000 hands to pay for the protection.
Netizen comments: magical green shoe mechanism
Chongqing Sokon Industry Group Stock Co.Ltd(601127) response to shutdown
On the afternoon of January 5, Cyrus released a letter to Cyrus sF5 users through microblog. In the letter, Thales said that Thales sF5 will continue to accept user orders. After the user orders, Thales will arrange special personnel to follow up and assist in delivery. For the delivered users, the warranty of the whole vehicle and range extender will be upgraded to lifelong warranty according to the first owner. At the same time, add / replace the exclusive rights and interests: the first owner of Salis sF5 can enjoy an additional exclusive discount of 10000 yuan on the basis of promotion rights and interests if he replaces any model under AITO brand within 4 years.
“For the product performance, software upgrade and after-sales service that all car owners are concerned about, Cyrus will do its best to make a good reputation help the growth of Cyrus brand.” Thales said that users can call the company at any time, or visit the user center in person, or contact relevant service consultants. Thales will provide various assistance and services.
Previously, on January 4, many Thales sF5 owners complained of being “cut leeks” in an automobile community: the car was stopped soon after it was bought. There is even a Shenzhen Salis sF5 owner who claims to have found 370 owners to protect their rights together.
For the suspension of production and sales, Huawei and Thales stores said that sF5 did not stop production and sales, but only suspended the reservation. Since the delivery volume had been sold out before the Spring Festival, there was no vehicle supply in the short term.
However, the response did not change the recent sharp decline momentum of Chongqing Sokon Industry Group Stock Co.Ltd(601127) . As of noon, the decline was 4.51%.
heavy fund stocks fell sharply at the beginning of the year
more than 140 active funds fell by more than 7% in two days
Since the beginning of 2022, the heavy position stocks of the fund have been falling continuously, causing the net value of partial stock funds to suffer a vertical blow. There are more than 140, with a decline of more than 7% or even nearly 10% in the past two days.
In terms of index funds, photovoltaic, Hong Kong stock communication technology, medicine, new energy, military industry, semiconductor and other sector funds led the decline.
flash collapse exceeds 90%
suddenly fell to suspension
Although A-Shares are green today, I may feel much better looking at Hong Kong stocks.
In early trading on the 6th, Hong Kong stock Huasheng International Holdings (01323) plunged 95% at the beginning of the session, reaching a minimum of HK $0.058, and the transaction volume was unusually large, setting a new high since the listing.
The trading of Huasheng International was suspended urgently, and the trading of the company’s shares was temporarily suspended from 10:12 a.m.
In recent days, the company’s share price also continued to weaken, closing down 30% yesterday. As of press time, Huasheng International Holdings fell 95.03% to HK $0.067, with a turnover of HK $96 million.
According to the exchange data, the shareholding of major shareholders of Huasheng International Holdings (01323) has changed little in the recent year.
According to China news, Huasheng International Holdings is mainly engaged in concrete business in Hainan Province, which contributed HK $839 million in revenue in the current period, accounting for 91.2% of the total revenue. The company also owns household consumables assets in the UK and engages in debt lending business in Hong Kong.
In addition, capital financial holdings and bang soon Mach fell more than 90%.
(China Fund News)
