A-shares rose in the afternoon, and northbound funds poured in at the end of the day; Hong Kong stocks surged in late trading, and the Hang Seng Technology Index rose more than 2%.
Specifically, the three major stock indexes bottomed out in early trading and rose in the afternoon. At the close, the Shanghai Composite Index rose 0.6% to 3,061.86 points, the Shenzhen Component Index rose 0.78% to 9,933.02 points, the Growth Enterprise Market Index rose 0.58% to 1,961.35 points, and the Beizheng 50 Index fell 2.78%. The total turnover of the two cities was 824.2 billion yuan, a decrease of more than 50 billion yuan compared with yesterday; Northbound funds ran into the market in the afternoon, and the net purchase for the whole day exceeded 5 billion yuan.
Nearly 4200 shares in the two cities are floating red, and the automobile industry stocks are active. China Automobile, Huayang Group and Dolly Technology have daily limit; The concept of driverless driving is bright, and Wanji Technology and Yitong Technology have daily limit; The pharmaceutical sector is strong,AoiA pharmaceutical industry, Guangdong Wannianqing, guilin sanjin, Tonghua Jinma and other daily limit; The real estate sector has risen, and Dalong Real Estate has four boards; The concept of consumer electronics is active, Weishi Electronics has gained 3 consecutive boards, and hivi Technology and Shiyida have daily limit for two consecutive days; The concept of short play games plunged sharply, with shares in Haikan and Baina dropping by over 10%, but Gravity Media still went against the daily limit and won 6 consecutive boards. In addition, Kunbo Seiko, a new share of the North Exchange listed today, rose 244.5% to 67.1 yuan, with the highest intraday rise of more than 350%.
Hong Kong stocks rose rapidly in late trading, with the Hang Seng Index rising by more than 1% and the Hang Seng Technology Index rising by more than 2%. At the close, the Hang Seng Index rose 0.99% to 17,910.84 points, and the Hang Seng Science and Technology Index rose 2.17% to 4,117.12 points. In terms of individual stocks, Country Garden rose by 23.5%, Longhu Group rose by over 13%, Country Garden services rose by over 12%, Baidu Group and Xpeng Motors rose by over 6%, and Ctrip Group rose by nearly 5%.
The real estate sector is higher
The real estate sector rose in intraday trading. At the close, Jinke shares and Dalong Real Estate had daily limit, Wantong development approached daily limit, Rong Sheng development rose over 6%, and gemdale rose nearly 5%. It is worth noting that Dalong Real Estate has been trading daily for four consecutive trading days.
In the news, yesterday, Shenzhen Housing and Urban-Rural Development Bureau issued a notice to adjust the standard of ordinary housing that enjoys preferential policies, and adjusted the standard of ordinary housing that enjoys preferential policies to: the floor area ratio of residential buildings is 1.0 and above, and the construction area of a single housing set is less than or equal to 120 square meters or the construction area of a single housing set is less than or equal to 144 square meters. In addition, from November 23, Shenzhen adjusted the minimum down payment ratio for second homes. The minimum down payment ratio of individual housing loans for two sets of housing is uniformly adjusted from 70% for ordinary housing and 80% for non-ordinary housing to 40%.
Analysts said that this adjustment has lowered the threshold for residents to purchase two houses, which is conducive to better meeting the demand for rigid and improved housing.
Guojin Securities pointed out that Shenzhen, on the demand side, relaxed the standard for identifying ordinary houses and lowered the down payment ratio of two sets, releasing a positive signal. At present, there is still room for relaxation in first-tier cities, and it is expected that supportive policies such as relaxing the purchase restriction in outer suburbs will be introduced in the future. The central financial work conference on the supply side has laid the tone, and financial support for real estate is ready to go, which can prevent and resolve the credit risk of the industry and repair market confidence in the short term. Supply and demand policies are working together and the industry is expected to stabilize.
In addition, on November 23, the Shanghai headquarters of the People’s Bank of China announced that the Shanghai headquarters of the People’s Bank of China, the Shanghai Supervision Bureau of the General Administration of Financial Supervision, the Shanghai Securities Regulatory Bureau, the Shanghai Local Financial Supervision Bureau and the Shanghai Municipal Science and Technology Commission jointly held a forum on financial institutions on November 21.The meeting demanded that financial institutions should implement the "16 Financial Articles" of real estate, adhere to the "two unwavering" and meet the reasonable financing needs of real estate enterprises with different ownership equally. For the normal operation of real estate enterprises, they will not hesitate to lend, draw loans or cut off loans. Continue to make good use of the "second arrow" to support private real estate enterprises to issue bonds for financing. Support real estate enterprises to raise funds through reasonable equity in the capital market. Cooperate with local governments to do a good job in real estate regulation and control, better support rigid and improved housing demand, increase efforts to support the construction of "three major projects" such as affordable housing, and promote the construction of a new model of real estate development. Financial institutions should follow the principles of marketization and rule of law, and cooperate with local governments to steadily resolve local debt risks.
Auto industry chain stocks are active.
Automobile industry chain stocks rose sharply. At the close, the daily limit of "20cm" of China Automobile Co., Ltd., Huayang Variable Speed rose by nearly 16%, Hengshuai shares rose by nearly 14%, and far east drive, Huayang Group, dongan power and Dolly Technology rose by daily limit.
The concept of driverless driving is eye-catching. Wanji Technology, Yutong Technology, Yongxin Optics and other daily limit, both Shengdian and Tianmai Technology rose more than 6%.
In the news, recently, the Equipment Industry Division I of the Ministry of Industry and Information Technology, the Traffic Management Bureau of the Ministry of Public Security, the Urban Construction Department of the Ministry of Housing and Urban-Rural Development, and the Science and Technology Department of the Ministry of Transport organized the publicity of the pilot policy of intelligent networked vehicle access and road access by video, deeply analyzed the industrial development situation, interpreted the requirements of the pilot content in detail, and deployed the pilot declaration, organization and implementation. Xuan Guan stressed that all parties concerned should accurately grasp the pilot positioning and do a solid job in capacity building and preparation. Automobile production enterprises should strictly implement the main responsibility of product safety, industry organizations and institutions should guide the industry to form a consensus, speed up the improvement of inspection and testing capacity building, and government departments of vehicle operation cities should do a good job in pilot safety management and support.
A few days ago, the Ministry of Industry and Information Technology and other four departments jointly issued a notice to deploy and carry out the pilot work of intelligent networked vehicles’ access and road traffic. Generally, L3 and L4 intelligent networked vehicles with mass production conditions are required to carry out the pilot work in a limited area.
Guohai Securities said that the pilot car is an intelligent networked car with mass production conditions and high-level self-driving. The notification subject has been drafted from two departments to four departments, and the state has paid more attention to the commercialization of high-level intelligent driving. It is expected that the follow-up policies will continue to be favorable; At present, there are higher requirements for vehicle manufacturers and pilot cities, but cities with corresponding infrastructure in the early stage are more likely to be approved. Compared with the previous L3 pilot, most of them are local areas, this pilot implementation is more universal. It is optimistic that the restrictions will be gradually relaxed with the accumulation of construction experience, and the popularization process of high-level intelligent driving will be accelerated.
The pharmaceutical sector broke out.
The pharmaceutical sector has a strong trend today. At the close, the trading limit of "30cm" for Aoyi Pharmaceutical, "20cm" for Yuewanqing Pharmaceutical, and over 17% for Datang Pharmaceutical, as well as the trading limits of guilin sanjin, Tonghua Jinma, Lianhuan Pharmaceutical and Sihuan Bio. It is worth noting that Sihuan Bio has been trading daily for two consecutive days.
In the news, Mi Feng, spokesperson of National Health Commission and deputy director of the Propaganda Department, said at the press conference a few days ago that with the continuous winter in various places, respiratory diseases have entered the high-incidence season, and various respiratory diseases are intertwined.
Wang Dayan, director of the National Influenza Center of the Institute of Virology, China CDC, said that the influenza epidemic season in winter and spring in all parts of China is usually from the middle and late October of each year to the middle and early March of the following year, and generally reaches its peak around January.
The recent national influenza surveillance data show that the influenza activity in southern and northern provinces of China continues to rise, with the southern provinces higher than the northern provinces, and all regions are gradually entering the influenza epidemic season in winter and spring. The most popular influenza virus is subtype A H3N2, followed by type B Victoria influenza virus.
Everbright Securities recently pointed out that the recent rising trend of respiratory infectious diseases is obvious, which may lead to the increase of public and market attention, thus driving the growth of demand around influenza, including influenza vaccine, virus detection and cold medicine, and bringing new catalysis to the performance growth of related enterprises.
The concept of short play game has fallen back.
The concept of short play game dropped sharply today. At the close, Haikan shares and Baina shares fell by more than 11%, Longyun shares approached the limit, and Tang De Film and Television and Palm Reading Technology fell by more than 8%, but Gravitation Media won six consecutive boards against the daily limit.
Haikan shares rose nearly 40% in the previous two days. The company issued a risk warning last night, saying that recently, the company was concerned that some media listed the company as a short-play game concept stock. I would like to solemnly remind you that the company has not launched the interactive game business yet. At present, the company’s mini-drama project is still in the initial stage of trial operation, and has not yet formed large-scale income, which is not expected to have a significant impact on the company’s recent production and operation.
Baina Seong-Il Cheon suggested that the company and Big Fish Kuaiyou jointly produced a full-length live-action interactive video game "Hidden Detective", which was exclusively released by bilibili Games, and is currently in the internal testing and approval stage. At present, the version number has not been obtained, and the specific online time has not yet been determined. "Hidden Detective" is a live-action full-video video game with a suspense theme. The overall investment cost is low, and the company holds 30% of the investment share of the game. It is expected that the launch of the game will not have a significant impact on the company’s production and operation.
Gravitation Media reminded us again last night that the company was concerned that some media listed the company as a paid concept stock of vibrato short video. At present, the company’s main business has not yet involved the short video payment service of vibrato. At the same time, the company is concerned that the market regards the company as a short drama concept stock, but this year the company has not launched short drama business, and there is no income related to short drama business. In addition, the company has not found any media reports, market rumors or hot concept issues that may or have had an impact on the stock trading price of listed companies.