On the morning of the 11th, the overall low level of the A-share market fluctuated, and the main indexes fell to varying degrees. Real estate, steel, warehousing and logistics and other sectors rose sharply, while the new energy track continued to adjust as a whole.
In terms of Hong Kong stocks, the overall performance was relatively strong, and the index opened lower and went higher. However, in the morning, Hong Kong stocks suddenly saw two sharp collapse stocks, one of which plummeted by more than 80% in a very short time.
overall low shock in the A-share market
real estate, steel and logistics led the rise
The gem index continued to decline by more than 3600% in the morning, while the gem index and the Shanghai Stock Exchange index continued to decline by more than 3600% in the morning.
In terms of industry sector, the real estate sector led the rise again, Langold Real Estate Co.Ltd(002305) limit. Several stocks such as Macrolink Culturaltainment Development Co.Ltd(000620) , Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , Wolong Real Estate Group Co.Ltd(600173) , Shahe Industrial Co.Ltd(000014) led the gains.
Among the leading A-share real estate stocks, China Vanke Co.Ltd(000002) rose more than 3% during the session, and the share price hit a new high in the last four months.
According to Chinanet, today, the State Council Information Office held a press conference on the "14th five year plan" public service plan. Pan Wei, head of the housing security department of the Ministry of housing and urban rural development, said that the "14th five year plan" public service plan defined the public service projects in the field of housing, among which the basic public services include public rental housing, transformation of shantytowns and transformation of dilapidated rural houses, Inclusive non basic public services include affordable rental housing, housing with common property rights, transformation of old urban communities and housing provident fund. In recent years, the Ministry of housing and urban rural development, together with relevant departments, has earnestly implemented the decision-making and deployment of the Party Central Committee and the State Council, continuously improved the guarantee capacity of public service supply in the field of housing, and effectively enhanced the sense of access, happiness and security of people in difficulty.
In addition to the real estate sector, the warehousing and logistics sector also rose sharply. Jiangsu Wanlin Modern Logistics Co.Ltd(603117) , Yto Express Group Co.Ltd(600233) intraday limit.
According to the announcement released yesterday by Yto Express Group Co.Ltd(600233) , according to the preliminary calculation of the financial department, Yto Express Group Co.Ltd(600233) is expected to increase the operating performance in 2021 and realize the net profit attributable to the shareholders of the listed company from 2 million yuan to 220 million yuan, an increase of 233247800 yuan to 433247800 yuan over the same period of the previous year, a year-on-year increase of 13.20% to 24.52%. Among them, in the fourth quarter of 2021, the company expects to realize a net profit attributable to shareholders of the listed company of 1045.9005 million yuan to 1245.9005 million yuan, an increase of 665.1260 million yuan to 865.1260 million yuan over the same period of the previous year, a year-on-year increase of 174.68% to 227.20%.
In addition, the steel sector rose sharply, led by Maanshan Iron & Steel Company Limited(600808) , Xinjiang Ba Yi Iron & Steel Co.Ltd(600581) , Angang Steel Company Limited(000898) .
Chen Derong, President of China Iron and Steel Industry Association, recently issued a president's report, which shows that the iron and steel industry has achieved a good start in the 14th five year plan.
The report shows that the dynamic balance between supply and demand has been realized from both ends of steel supply and demand. At the beginning of 2021, the iron and steel industry made efforts to meet the strong demand of the steel market brought by the rapid growth of downstream industries and fully release the production capacity. The daily output level of steel increased month by month from January to April, forming a prosperous situation of production and sales. After entering may, with the implementation of production restriction measures and the slowdown of demand growth in downstream industries, the steel industry timely controlled production capacity, and the monthly steel output decreased month on month for six consecutive months. In the first 11 months, the steel output was 946 million tons, a year-on-year decrease of 2.60%, equivalent to 908 million tons of apparent steel consumption, a year-on-year decrease of 5.2%; The output of pig iron was 796 million tons, a year-on-year decrease of 4.20%; The steel output was 1.223 billion tons, a year-on-year increase of 1.0%. The annual steel output is expected to be 1.03 billion tons, a decrease of about 35 million tons over the previous year. The steel inventory decreased gradually after reaching the high point in early March, and was basically the same as that in the same period of last year at the end of the year. Overall, the supply and demand of steel in the whole year was basically balanced, creating good conditions for the development of downstream industries. During this period, with the overall situation in mind, the majority of enterprises actively took effective measures, resolutely implemented the decision-making and deployment of reducing steel output, and made positive efforts to realize the year-on-year decline of steel output.
The report also shows that from the perspective of business performance, the iron and steel industry has made efforts to overcome the difficulties of high raw fuel prices by tapping potential and increasing efficiency, and the industrial efficiency has reached the best level in history. In 2021, the price of imported iron ore fluctuated sharply, up to US $233.1/t. The average import price of Customs in the first 11 months was US $169.9/t, up 64.5% year-on-year; The prices of coking coal, metallurgical coke, scrap steel and other raw fuels also increased by a large margin. Affected by cost and demand, steel prices rose first and then declined. The average value of China's steel price index in the first 11 months was 142.96 points, a year-on-year increase of 37.67%. Member iron and steel enterprises actively tap potential, reduce cost, improve quality and increase efficiency. In the first 11 months, they achieved an operating revenue of 6336.2 billion yuan, a year-on-year increase of 36.25%; The total profit was 351.7 billion yuan, a year-on-year increase of 86.46%, the best level in history; The sales profit margin was 5.54%, a year-on-year increase of 1.48 percentage points. In November, the total profit of the current period was 9.2 billion yuan, down 64.03% month on month.
new energy track readjustment
While the above sectors rose, the shares of new energy track, as the main track in 2021, continued to adjust as a whole, fell sharply during the session, and then narrowed.
The market value of Ja Solar Technology Co.Ltd(002459) with a market value of more than 100 billion yuan once plunged by more than 6%, down 4.37% as of the morning closing.
The share price of Chengxin Lithium Group Co.Ltd(002240) which soared several times in 2021 also fell by more than 5% this morning. By the end of the morning, it had fallen by 3.73%.
However, the new energy track leader Contemporary Amperex Technology Co.Limited(300750) performed strongly in the morning, rising slightly by 0.20% in the morning.
Hong Kong stocks rose after opening low
some stocks have collapsed and fallen by more than 80%
Hong Kong stocks rose after opening low this morning, and both the Hang Seng Index and the Hang Seng technology index rose differently.
Hong Kong stocks and real estate stocks continued to rise. Xiangsheng holding group soared by more than 20%, ya life service soared by more than 8%, and rongchuang China and R & F real estate rose by more than 5%.
Among the constituent stocks of Hang Seng technology index, Ali health, BiliBili, auto home, JD group, etc. rose sharply, and meituan and Tencent also rose significantly. Ctrip group plunged more than 6% in the session, leading the decline of constituent stocks of Hang Seng technology index.
In addition, Hong Kong stocks collapsed this morning.
For example, the Hong Kong stock Yiwei group collapsed during the session, with an intraday slump of more than 80%. According to public information, Yiwei group is mainly engaged in providing customized and overall interior design solutions for global high-end brand retail stores and property facilities, which covers a wide range of services, including metal, glass, wood products and furniture supply, curtain wall development and manufacturing, indoor solutions, design, maintenance and project consultation. As of June 30, 2021, the data show that CGH (BVI) Limited, the largest shareholder, holds 62.5%.
Another Hong Kong stock, Yongtai bio-b, also collapsed, plunging more than 30% in the session.
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(source: Securities Times)
