[morning review]
In the morning, both cities rose. As of the afternoon closing, the Shanghai Composite Index fell 0.10% to 326319 points; The Shenzhen composite index fell 1.01% to 1214051 points; The gem index fell 1.45% to 265767. On the disk, real estate services, traditional Chinese medicine, real estate development, pharmaceutical commerce, public utility services and other industries were active, with energy metals, photovoltaic equipment, batteries, aerospace, wind power equipment and other sectors leading the decline. In terms of concept, dexamethasone, leasing and selling the same right, Alzheimer's, exclusive drugs, hair medicine and other sectors are strong, while blade batteries, solid-state batteries, salt lake lithium extraction, sodium ion batteries, virtual power plants and other concept sectors are weak. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 611.14 billion yuan.
[afternoon opportunity]
According to the information of the national standard information announcement service platform, the national standard of electronic cigarette drafted by the state tobacco monopoly administration has been updated to approval and will be released soon. The management measures for e-cigarettes were officially issued, and the national standard for e-cigarettes was stricter than market expectations as a whole. It is expected that after the tightening of the policy, the medium-term growth center of China's e-cigarette market will move downward, but the export pattern has not changed. The export-oriented enterprises will cancel the franchise license management mode, which is expected to accelerate the export of China's e-cigarette brands to the sea. In the long run, it is expected that under the guidance of policies, e-cigarettes will return to the right direction of taking smokers as the target customer group and transforming cigarettes into the core appeal. The release of the national standards for e-cigarettes and the measures for the administration of e-cigarettes will promote the orderly development of the e-cigarette industry and benefit enterprises with high production standards, high-tech reserves and high capital reserves. At present, leading enterprises are expected to benefit in the long term.
