A-shares are strong today, the ChiNext index once rose more than 2%, and the Beijing Stock Exchange 50 Index plungedHong Kong stocks stopped falling and rebounded in the afternoon.
Specifically, the three major stock indexes bottomed out in early trading and rebounded in the afternoon, with the Shenzhen Component Index rising more than 1% and the ChiNext Index rising more than 2% at one pointThe BSE 50 Index fell sharply, falling nearly 8% at one pointAs of **, the Shanghai Composite Index rose 057% at 2918At 71 points, the Shenzhen Component Index rose 108% at 9257At 09 points, the GEM index rose 165% at 1832At 62 points, the Shanghai Composite 50 Index rose 106%, the Beijing Stock Exchange 50 Index fell 69%；The total turnover of the two cities was 732.4 billion yuan, an increase of nearly 70 billion yuan from yesterday, and the net northbound funds were about 1.2 billion yuan.
More than 3,500 shares in the two cities are red, liquor stocks are higher, Weilong shares (603779) have won 3 consecutive boards, Huangtai Liquor has a daily limit, and drunkard liquor (000799) has risen more than 7%;The textile and garment sector is active, and the leading shares (600630) won 5 boards on the 6th, and Tianchuang Fashion (603608), Anel (002875) and other daily limitsReal estate, tourism, home furnishing and other sectors rose;New battery concepts such as BC battery and HJT battery broke out, Yubang New Materials and King Kong Photovoltaic rose by more than 10%, and LONGi Green Energy, with a market value of more than 160 billion yuan, rose by about 5%.The concept of photovoltaic and energy storage is active, GoodWe and Hoymiles shares rose by more than 10%, and Deye shares and Crestec (002518) rose by the limitThe PEEK concept fell, Huami New Materials, Fuheng New Materials fell by more than 18%, and Zhongyan shares fell by more than 7%. In addition, *ST Zuojiang has fallen for 7 consecutive trading days, and Gree Electric (000651)**, which fell sharply yesterday, rose more than 3% intraday.
It is worth mentioning that the performance of the new shares is still outstanding, and the West Magnetic Technology listed today **23745% to 273 yuan, which rose nearly 400% in intraday trading;Xingxin New Materials**372% at 5625 yuan, the highest intraday rise of more than 60%, the most ** calculation, the stock single signature profit of more than 120,000 yuan.
Hong Kong stocks fell sharply in early trading and rebounded in the afternoon. As of **, the Hang Seng Tech Index edged up 004% at 16621At 13 points, the Hang Seng Tech Index fell 044% at 371022 o'clock. **In terms of ENN Energy, Xinyi Solar rose more than 3%, and China Merchants Bank (600036) rose nearly 2%.NIO fell nearly 9%, and Li Auto fell nearly 5%. It is worth noting that Evergrande Auto soared nearly 50% in late trading.
After today's market hours, it was reported that from December 22, a number of large state-owned banks will further reduce the deposit listing rate, and the interest rate of time deposits and large certificates of deposit of different maturities will be reduced, generally 10bp, 20bp, 25bp and 30bp, and the deposit period will cover one year to five years.
The concept of photovoltaic and energy storage is rising
Photovoltaic, energy storage concept today strong rise, as of **, Tongling shares rose more than 19%, King Kong photovoltaic, Yubang new materials rose about 12%, Hoymiles shares, GoodWe rose more than 10%, Oujing Technology, Deye shares, Keshida and other daily limits.
On the news side, the power industry statistics released by the National Energy Administration on the 20th show that from January to November, 163 new photovoltaic installations were added88GW, a year-on-year increase of 1494%。In November, the new installed capacity of photovoltaic in a single month was 2132GW, a year-on-year increase of 1854%, an increase of 5653%。From January to November, 41 new wind power capacity was added39GW, an increase of 83 year-on-year79%。In November, the new installed capacity of wind power in a single month was 408GW, a year-on-year increase of 19565%, an increase of 653%。
Yinhe said that with the stabilization of the industrial chain and the acceleration of domestic wind and solar bases and distributed photovoltaics, it is expected that China's new installed photovoltaic capacity will reach 165GW-185GW in 2023, with a growth rate of 89%-112%. Since the beginning of this year, China's wind power installed capacity has continued to achieve high growth, and the end of November to December is the end of the year, and the new installed capacity from November to December in the past three years accounts for more than 40% of the year, and the annual installed capacity is expected to increase highly. It is estimated that China's new installed capacity of land wind is expected to reach 60GW in 2023, a year-on-year increase of 82%;The scale of sea breeze was 6GW, a year-on-year increase of 51%.
The concept of new batteries exploded
New battery concepts such as BC battery and HJT battery collectively rose, as of **, Tongxiang Technology rose by more than 20%, Zhongke Cloud Network rose by the limit, Robotec (300757) rose by nearly 10%, Risen Energy (300118) rose by nearly 8%, LONGi Green Energy and JA Technology rose by about 5%, and Tongwei shares (600438) rose by more than 3%.
On the news side, LONGi Green Energy released news on the 19th that recently, according to the authoritative certification report of the Hamelin Solar Energy (000591) Research Institute in Germany, the back contact crystalline silicon heterojunction solar cell (HBC) independently developed by LONGi Green Energy adopts HJT+BC technology, and the all-laser patterning can be mass-produced process technology to obtain 2709% cell conversion efficiency, setting a new world record for the efficiency of monocrystalline silicon solar cells.
Yinhe pointed out that the path of HJT efficiency improvement and cost reduction includes double-sided microcrystallite, optical transfer film, thin slicing, silver-clad copper, 0BB and other technologiesThis time, LONGi's R&D team has developed an ultra-thin TCO layer with less indium to promote indium-free and cost reduction of HJT. With the gradual shrinking of marginal improvement space in metallization and packaging process, the current problem that HJT urgently needs to solve is the high cost of equipment investment. According to the report of the 2023 annual conference of the photovoltaic industry, the cost of HJT is expected to achieve a breakthrough in 2024, and the order and investment intensity will usher in a wave of climax. The photovoltaic industry is in a period of technological change from p-type to n-type, and the final outcome of the n-type technical route is not yet knownAlthough the current industrialization process of TOPCon is far ahead of HJT and BC technologies, from the perspective of first principles, we are still firmly optimistic that HJT+BC will become the next generation of photovoltaic technology.
Liquor stocks**
Liquor stocks are higher today, as of **, Weilong shares, Huangtai Liquor rose by the limit, drunkard liquor rose by more than 7%, Wuliangye (000858) and Kweichow Moutai (600519) all rose by more than 1%.
It is worth noting that Weilong shares have been 3 consecutive days of daily limit, the company yesterday evening pointed out in the announcement, after self-inspection, the company's current production and operation activities are normal, the daily operation has not undergone major changes, the market environment, industry policies have not undergone major adjustments, production costs and sales have not fluctuated significantly, the internal production and operation order is normal, and the relevant orders and contracts are performed normally. The Company has not identified any reports or market rumors that require clarification or response to any impact on the Company's transactions, nor has it involved the concept of market hotspots.
For liquor stocks, the institution said that the current liquor industry low sentiment, low valuation, low position of the three low characteristics of the reappeared, the current industry trend and the operation of liquor companies to maintain steady operation and relatively strong resilience, market sentiment fluctuations are much greater than industry changes, large fluctuations in sentiment bring layout opportunities, medium and long-term dimension plate allocation value highlighted.
Guotai Junan** said that looking forward to 2024, it is expected that the liquor industry will continue to recover weakly, combined with the 2024 sales target planning or guidance of liquor companies, the competition pattern is expected to continue to concentrate on the head enterprises.
Evergrande soared
Evergrande Automobile (00708.)HK) rose rapidly in the afternoon, rising 4937% to 0HK$59, with the latest market capitalization of about HK$6.4 billion.
On the news side, Evergrande Automobile recently announced that the previous Evergrande Group debt restructuring update announcement disclosed that the restructuring agreement has expired, and the signatories of the Newton Group share subscription agreement and certain stakeholders have been negotiating on the revised proposed transaction and certain key terms of the debt-to-equity swap.
It is understood that on August 14 this year, Newton Group announced that it would invest $500 million in Evergrande Automobile. Evergrande Automobile also announced on the same day that there will be 600 million yuan of transitional funds in the war investment provided by Newton Group since 5 working days after the announcement, and all the war investment funds will be used in Evergrande Automobile's Tianjin factory to ensure the normal production of Hengchi 5 and the successive mass production of Hengchi. However, due to a series of changes in Evergrande Group, the transaction and terms need to be renegotiated.
According to other news, from December 10th to December 18th, Hengchi opened 4 sales exhibition experience centers in Guangzhou, Chongqing, Yunnan and other places. At the same time, Hengchi Automobile has recently launched a limited-time preferential policy, and users can purchase Hengchi 5 models with a deposit of 10,000 yuan to offset 20,000 yuan, and there are also limited special cars.
Proofreading: Gao Yuan.
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