On December 18, the three major indexes collectively fell, and as of **, the Shanghai Composite Index fell 04%, and the Shenzhen Component Index fell 113%, GEM fell 154%, a new low for the year, and the STAR 50 Index fell 081%, the Beijing Stock Exchange 50 Index rose 339%。There are more than 600 stocks in the two cities, and the turnover of the Shanghai and Shenzhen markets today is 692.6 billion yuan. Northbound funds were net **27 throughout the day2.7 billion, of which the Shanghai Stock Connect net **147 billion yuan, Shenzhen Stock Connect net **125.7 billion yuan.
The shipping sector was among the top gainers, among them, Jinjiang Shipping (601083SH), COSCO Shipping Energy (600026SH), Ningbo COSCO (601022SH) has an average limit of 10%. On the news side, Maersk, the world's largest and third largest container shipping company, and CMA CGM announced the suspension of all their container transportation through the Red Sea over the weekend.
The traditional Chinese medicine sector strengthened, among them, Dali Pharmaceutical (603963SH) 10% daily limit, Fangsheng Pharmaceutical (603998SH) rose 5%. On the news side, the new version of medical insurance drugs will be released in 2023, and the total number of drugs in the catalog will reach 3,088, including 1,390 Chinese patent medicines;There are still 892 kinds of Chinese medicine decoction pieces.
According to the Everbright Research Report, the quality, safety and effectiveness of traditional Chinese medicine continue to improve under the medical reform policy and industry norms.
The auto parts sector is more active, and Huami New Materials (836247BJ) rose 1293%, Huguang shares (605333SH) rose 979%, Tianqi Mould (002510.)SZ) rose 815%。On the news side, Huawei recently officially announced that it will hold the M9 and Huawei winter all-scenario press conference on December 26.
According to the statistical analysis of the China National Association, in November 2023, the production and sales of automobiles increased month-on-month and year-on-year, passenger cars continued to have a good trend, commercial vehicles maintained rapid growth, and new energy vehicles and automobile exports led the industry growth.
Some data element concept stocks performed well, and Xiangyou Technology (600476SH) rose 10%, and Reader Media (603999SH) rose 10%, while Insai Group (300781SZ) rose 957%。On the news side, the state recently issued the "Three-Year Action Plan for "Data Elements" (2024-2026) (Draft for Comments)", proposing that the average annual growth rate of the data industry will exceed 20% by the end of 2026, and the scale of data transactions will increase by 1 times.
In the context of weak market trends, the concept stocks of Longzi generation are active again, among them, Longzhou shares (002682SZ), Xianglong Electric (600769SH), Shenglong shares (603178SH) rose 10%.
On the list of decliners, catering and tourism concept stocks weakened, and Lingnan Holdings (000524SZ) fell 763%, Qujiang Cultural Tourism (600706SH) fell 534%。
In addition, games, semiconductors, computing power and other sectors have fallen, Chinese ** (300364SZ) fell 1134%, Dongwei Semiconductors (688261SH) fell 975%, Shengtian Network (300494SZ) fell 636%, BIWIN Storage (688525SH) fell 587%。
Author: Flying Fish