On December 20, the three major indexes collectively fell, and as of **, the Shanghai Composite Index fell 103%, the Shenzhen Component Index fell 141%, GEM fell 136%, the STAR 50 index fell 12%, the BSE 50 index rose 252%。There are more than 900 stocks in the two cities, and the turnover of the Shanghai and Shenzhen markets today is 663.6 billion yuan. Northbound funds sold a net of 15 throughout the day4.2 billion, of which 14 billion yuan, Shenzhen Stock Connect net selling 140.2 billion yuan.
The PEEK concept was among the top gainers, among them, Huami New Materials (836247BJ) rose 1719%, Zhongxin fluorine material (002915SZ) rose 997%, has recorded three boards, Xinhan New Materials (301076SZ) rose 831%。
According to the analysis of institutional research reports, PEEK material is a special engineering plastic, which has the advantages of heat resistance, flame retardant, wear resistance, corrosion resistance, and self-lubrication. Compared with engineering plastics, PEEK material has both rigidity and toughness;Compared with metal materials, PEEK materials have higher specific strength and lower weight, making them suitable for use in fields that require high weight reduction, such as medical, automotive, and robotics.
The agricultural machinery sector has sprung up, and Xinchai shares (301032SZ) rose 20%, and Hongyu shares (002890SZ), Starlight Agricultural Machinery (603789SH) rose 10%.
On the news side, CCTV News reported on December 19 that a strong country must first strengthen agriculture, and a strong agriculture can make the country strong. Since the beginning of this year, China has taken solid steps in building an agricultural power, steadily improving its ability to guarantee the supply of grain and important agricultural products, improving the efficiency of agricultural science and technology innovation, and accelerating agricultural modernization.
The MR (mixed reality) sector strengthened, and the double elephant shares (002395SZ), Emdoor Information (001314SZ), Skyworth Digital (000810SZ) rose 10%. On the news side, Apple will officially mass-produce the first-generation MR (mixed reality) product Vision Pro in December, which is expected to be officially launched in early 2024. According to Apple's plan, the sales target of Vision Pro in 2024 is 1 million units, and the sales target for the third year is 10 million units, and the proportion of Apple's Vision Pro Chinese mainland ** chain has been greatly increased to about 60%.
Analysts say that the mass production of the Vision Pro will bring growth opportunities for hardware equipment manufacturers. At the same time, the gradual expansion of the use of MR equipment will bring new business opportunities for software development and content production companies.
The consumer electronics sector is also active, with Zhixin Precision (301512SZ) rose by 20%, then it became electronic (837821BJ) rose 1481%, United Optoelectronics (300691SZ) rose 1134%。Tianfeng ** recently pointed out that the current terminal inventory of the electronics industry is healthy, the channel inventory is low, and the upstream inventory impairment provision is nearing the end.
In addition, the 2024 Consumer Electronics Show (CES) will be held in Las Vegas from January 9 to 12 local time, when thousands of consumer electronics brands will participate and bring their latest "black technology", and the industry expects that many PC brand manufacturers will launch the first wave of AI PC products at CES 2024.
On the list of decliners, Huawei's Ascend, multimodal AI, media games and other sectors weakened, and Alpha Entertainment (002292SZ) fell 997%, Wondershare Technology (300624SZ) fell 633%, Tuowei Information (002261SZ) fell nearly 5%.
The automobile, ** sector also weakened, Founder** (601901SH) fell 10%, and Cialis (601127SH) fell nearly 8%, and the League of Nations ** (601456SH) fell nearly 6%.
It is worth noting that Gree Electric (000651SZ) fell more than 7%. On the news side, the company announced yesterday that it intends to transfer a total of about 2 shares of Gree Titanium New Energy held by 12 counterparties7.1 billion shares (24.4 percent of Greti's total share capital.)54%), the transaction price is about 101.5 billion yuan.
Author: Flying Fish.