Xinhua Finance and Economics, Beijing, December 21 (Hu Chenxi) The three major stock indexes of Shanghai and Shenzhen opened lower on the morning of December 21, and the Shanghai Composite Index and the Shenzhen Component Index bottomed out and rebounded, and finally closed up slightlyThe GEM index opened low and rose 09%, up more than 1 at one point during the session5%。From the perspective of the disk, the new energy track stocks have expanded, with the photovoltaic direction leading the rise, Oujing Technology, Deye shares, and Northglass shares have a daily limit, and LONGi Green Energy has risen nearly 5%;The liquor sector collectively rose, Weilong shares rose to the limit, Huangtai Liquor was once closed, and the drunkard rose by more than 5%;Consumer stocks were active intraday, among which clothing stocks collectively strengthened, and Anel and Tianchuang Fashion rose to the limitE-commerce stocks moved up, and Antarctic e-commerce rose to the limitShort drama concept stocks opened higher, and Yuanlong Yatu rose to the limit. **In terms of PEEK concept stocks, PEEK concept stocks ushered in adjustments, and Zhongyan shares and Xinhan New Materials fell by more than 8%;Consumer electronics concept stocks fell into adjustment, and many Beijing Stock Exchange such as Zhixin Electronics fell by more than 10%.
The Beijing Stock Exchange 50 Index fell rapidly in early trading on the 21st, falling more than 7% at one point, and by noon, the index fell 324% at 102169 points.
As of midday**, the Shanghai Composite Index was up 015% at 290649 points, the turnover was 199.9 billion yuan;The Shenzhen Component Index rose 042% to 9197At 33 points, the turnover was 269.1 billion yuan;The GEM index rose 090% at 1819At 02 o'clock, the transaction was 119.5 billion yuan.
Hot Plates
On the disk, Internet e-commerce, clothing and home textiles, real estate services, BC batteries, Internet celebrity economy, liquor and other sectors and concept stocks are among the top gainers;Auto services, agricultural services, **PEEK materials, spatial computing, MR and other sectors and concept stocks were among the top decliners.
Institutional perspectives
Guosheng**: In the medium term, as the economic expectations improve is expected to promote the recovery of corporate earnings, and the valuation of the A** field is even lower than that of the beginning of 2016 and the end of 2018, coupled with the Fed gradually starting the interest rate cut cycle, the yield spread between China and the United States is expected to narrow, the dollar is expected to weaken, and the A-share hub is expected to rise. In the short term, the index is still suppressed by the 5th**, if the market continues to adjust then the index or last year's double bottom of 2863 points and 2885 points near the stop to stop falling and stabilize, ushering in the first strategy, as the high ** began to make up for the fall, the market is showing a high-low switching pattern, it is recommended to pay attention to the fundamentals are good, the stock price is at a relatively low level of artificial intelligence technology stocks to make up for the opportunity.
CITIC**: In December 2023, the MLF interest rate has not been cut, and the peak of treasury bond issuance continued in mid-to-late December. Although the LPR reduction is lacking, the credit cost of residents may have been reduced to a certain extent in the environment of more wide real estate and wide credit tools. Looking ahead, the economic work conference mentioned the cost reduction target, and there is still room for incremental credit tools.
Caixin**: Recently, under the main lines such as short dramas and AI multimodality, the media index has bucked the trend**, and the follow-up can still actively pay attention to New Year's Eve themes such as AI multimodality, data elements, and MR**: First, under the unexpected iteration of AI multimodality, the game sector is expected to reduce costs and increase efficiency;Overseas AI giants pay for German** content, demonstrating the value of high-quality expected libraries;The AI** generation tool iteratively superimposes the important schedule at the end of the year. Second, with the acceleration of the industrialization of data elements. The third is to focus on the leaders with strong core competitiveness and potential to benefit from macroeconomic recovery.
message face
China Association of Automobile Manufacturers: In the first 11 months of this year, the sales of Chinese brand passenger cars increased by 23% year-on-year8%
According to the statistical analysis of the China Association of China, in November 2023, the market share of Chinese brand passenger cars will grow rapidly. In November 2023, a total of 155 Chinese brand passenger cars were sold60,000 units, up 4% month-on-month8%, a year-on-year increase of 379%, accounting for 59 percent of total passenger car sales7%, an increase of 5 percent over the same period last year4 percentage points. From January to November 2023, a total of 1,297 Chinese brand passenger cars were sold80,000 units, a year-on-year increase of 238%, accounting for 558%, an increase of 6 percent over the same period last year6 percentage points.
Ministry of Industry and Information Technology: Organize and carry out pilot work on cybersecurity insurance services
The Ministry of Industry and Information Technology (MIIT) issued a notice on organizing and carrying out pilot work on cybersecurity insurance services. By organizing and carrying out the pilot of cyber security insurance services, the first is to promote enterprises to improve their cyber security risk response capabilities;The second is to establish and improve the cybersecurity insurance process mechanism;The third is to accelerate the development of new business forms of network security services. The pilot insurance mainly includes two categories: cyber security property insurance and cyber security liability insurance. Combined with the actual development of cyber security insurance in China, the pilot content includes enterprise insurance and cyber security products, information technology products, and cyber security service insurance for key industries such as telecommunications and the Internet, industrial Internet, and Internet of Vehicles.
Editor: Yan Peng.
Statement: Xinhua Finance is a national financial information platform undertaken by Xinhua News Agency. In any case, the information published on this platform does not constitute investment advice. If you have any questions, please contact customer service: 400-6123115