I. operation strategy
As of midday closing, the Shanghai index fell 0.29%, the Shenzhen composite index fell 1.16% and the gem index fell 1.96%. In terms of northbound funds, the Shanghai Stock connect had a net inflow of 3.072 billion in early trading and the Shenzhen Stock connect had a net inflow of 1.47 billion in early trading.
On the disk, cloud games, tourism, building materials, COVID-19 treatment, steel and other sector sales rose, Saline Lake lithium, CRO, lithium batteries, Baijiu and other sector top down.
The game sector opened stronger, Rastar Group(300043) 20cm limit, Hubei Century Network Technology Inc(300494) rose more than 10%, and Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) , Guiyang Longmaster Information & Technology Co.Ltd(300288) , Tangel Culture Co.Ltd(300148) , Shenzhen Zqgame Co.Ltd(300052) rose more than 5%. The building materials sector opened stronger, Keshun Waterproof Technologies Co.Ltd(300737) rose by more than 10%, the Beijing Hanjian Heshan Pipeline Co.Ltd(603616) , Yunnan Bowin Technology Industry Co.Ltd(600883) limit, Gansu Shangfeng Cement Co.Ltd(000672) , Huaxin Cement Co.Ltd(600801) , Anhui Conch Cement Company Limited(600585) , Guangdong Sanhe Pile Co.Ltd(003037) , Jiangxi Wannianqing Cement Co.Ltd(000789) , Zhuzhou Kibing Group Co.Ltd(601636) , Beijing New Building Materials Public Limited Company(000786) rose by more than 5%. In terms of decline, the lithium battery sector led the decline today, Yongxing Special Materials Technology Co.Ltd(002756) fell by the limit, Shenzhen Dynanonic Co.Ltd(300769) , Hunan Zhongke Electric Co.Ltd(300035) , Tibet Urban Development And Investment Co.Ltd(600773) , Zhejiang Yongtai Technology Co .Ltd(002326) , Eve Energy Co.Ltd(300014) fell by more than 5%, and Contemporary Amperex Technology Co.Limited(300750) fell by more than 3%.
Overall, more stocks fell and less rose, with more than 2400 stocks falling. The half day turnover of Shanghai and Shenzhen stock markets reached 686.7 billion yuan, a decrease of 114.1 billion yuan compared with the morning of the previous trading day.
II. message plane
1. In 2021, Hurun China’s top 500 released that Tencent’s value fell by 1 trillion Contemporary Amperex Technology Co.Limited(300750) a year and entered the top 10 for the first time
Hurun Research Institute released the 2021 Hurun China top 500 today. It shows that the threshold for China’s top 500 to be listed has increased by 9 billion yuan (39%), reaching 32 billion yuan, a record high. The value of 34 enterprises has more than doubled, and the value of three enterprises has increased by hundreds of billions of dollars, led by Contemporary Amperex Technology Co.Limited(300750) and meituan. In 2021, Tencent’s value fell by 1 trillion a year, but it still ranked the highest value non-state-owned enterprise in China with 3.9 trillion yuan, and TSMC ranked second with 3.7 trillion yuan. Alibaba’s value fell by half to 2.5 trillion yuan, ranking down one place to third, and its value increased three times last year, rising five places to fourth with 2.3 trillion yuan, Contemporary Amperex Technology Co.Limited(300750) entered the top ten for the first time, and its value increased 2.5 times last year to 1.5 trillion yuan, rising six places to fifth. The medical, health and energy industries grew significantly, becoming the top two industries with the largest number of top 500 enterprises. Traditional medicine and pharmaceutical retail, real estate and education have the largest number of enterprises falling out of the top 500, including Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Dashenlin Pharmaceutical Group Co.Ltd(603233) , tal, Evergrande, etc.
