China's ** newspaper Dawn.
Hello everyone!Let's pay attention to the morning market** and the latest news
On December 21, the opening data of A-shares was thin: the Shanghai Composite Index was reported at 289203 points, down 035%, and the Shenzhen Component Index fell 039%, the GEM index fell 042%。In the morning, the market continued to adjust, with more than 4,600 floating green stocks in the intraday, and the Beijing Stock Exchange 50 rose more than 2% against the trend.
Just now, after falling below 2,900 points, the Shanghai Composite Index showed a wave of rallies and turned red.
As of press time, A-shares have been on the Weibo hot search list again.
On the disk, the consumer sector recovered in the morning, driven by liquor stocks, and the photovoltaic sector ushered in a wave of riseMedia stocks have made a short effort, education, environmental protection, shipping and other sectors have been sluggish, and the concept of PEEK materials has been hot recently.
Hong Kong stocks opened lower today: the Hang Seng Index fell 096%, the Hang Seng China Enterprises Index fell 1%, and the Hang Seng Technology Index fell 127%。The "new car-making forces" are sluggish, and "Wei Xiaoli" leads the decline of Hang Seng Technology.
Let's see the details
The concept of skit games is raisedWine companies are recovering
In the morning, the market was relatively light, but the local plates still came out of a certain level.
In the media sector, the concept of short drama and game rose in the morning, Tianlong Group rose by more than 17%, Yuanlong Yatu 5 days and 3 boards, Hengdian Film and Television, Aofei Entertainment and other shares rose one after another, Huanrui Century touched the daily limit, Xunyou Technology, Youzu Network, etc. rose one after another.
According to iiMedia Research, from September to December 2022, the number of micro-short dramas released in China was 64, but from July to September 2023, it quickly increased to 150. From the perspective of market size, the size of China's micro-short drama market in 2022 will be 101700 million yuan, and the size of China's micro-short drama market will reach 373 in 2023900 million yuan, an increase of 267 percent year-on-year65%。
In the morning, liquor stocks recovered, driving the consumer sector to pick up. Huangtai Liquor once hit the price limit, and Drunkard Liquor, Shede Liquor, Shuijingfang, Golden Seed Liquor, etc. all rose significantly.
The household appliances sector, after Gree Electric Appliances threw out its 2023 performance forecast in the early morning, also ushered in a wave of gains. Gree Electric rose more than 3% intraday, and Midea Group and Roborock followed suit.
Recently, the hot PEEK material concept stocks opened in a big way. Huami New Materials fell more than 8%, Zhongyan shares fell more than 7%, Fuheng New Materials fell more than 6%, and Xinhan New Materials fell more than 5%.
Sudden receipt of letters of concernAoya shares fell 10%.
3 days soared 72%", the stock price opened lower today;The intraday low fell to 715 yuan shares, down 1045%。As of press time, the decline of Aoya shares narrowed slightly.
Previously, Aoya announced that its company's wholly-owned subsidiary, Altron Engine, intends to purchase 128 high-performance computing servers and supporting software and hardware embedded with NVIDIA GPU chips from Shenzhen Runxin, with a contract amount of 43.5 billion yuan. After the news was announced, Aoya shares ushered in a "20cm" daily limit for 3 consecutive days.
Yesterday evening, the Shenzhen Stock Exchange issued a letter of concern to Aoya shares. The letter of concern requires the company to explain whether Shenzhen Runxin has all the qualifications or approvals necessary to sell "high-performance computing servers and supporting software and hardware of NVIDIA GPU chips".Clearly state whether the company and its holding subsidiaries such as Altron Engine have core technologies related to artificial intelligence and large models.
At the same time, Aoya shares also said in the recent abnormal fluctuations in the first transaction that the company's intelligent computing business is still in the early stage of start-up, and has not yet contributed to operating income, and the subsidiary signed the "Computing Server Procurement Contract" has no significant impact on the company's current operating performance. The computing power leasing industry is located in an emerging market, and the computing power leasing service** may fluctuate due to multiple uncertain factors such as macroeconomic and industry policy changes, technology iteration, and market competition in the follow-up operation of the business, and the impact on the company's operating performance is uncertain.
Disclosure of plans for additional issuance and acquisition of assetsChinese media resumed trading and fell to a halt
On December 21, the stock price of Chinese Media resumed trading lower, and the morning ** fell to a halt. As of press time, the stock price came to 1319 yuan shares, down 996%, with a total market value of 17.9 billion yuan.
Yesterday evening, Chinese Media issued an announcement that in order to solve the problem of intra-industry competition between Chinese Media and its controlling shareholder Jiangxi Publishing and Media Group, and at the same time improve the profitability of Chinese Media, Chinese Media intends to acquire 100% of the shares of Jiangxi Education Media Group *** and 51% of Jiangxi University Press Co., Ltd. under the controlling shareholder by issuing shares and paying cash.
In terms of the issuance of shares**, the ** of the shares issued by Chinese Media this time is 1030 yuan shares, not less than 80% of the average trading price of the listed company** in the 120 trading days before the pricing benchmark date.
Regarding the acquisition, Chinese Media said that Jiangjiao Media, one of the target companies, is mainly engaged in the publication and distribution of youth publications, and the other target company, University Press, is mainly engaged in the publication and distribution of college and secondary school teaching materials, academic works and basic education teaching materials. After the completion of this transaction, Jiangjiao Media and University Press will become wholly-owned subsidiaries of the company, which will further enhance the scale and market competitiveness of the listed company's publishing and distribution business in the field of juvenile publications and teaching materials, enhance its ability to continue operations, and contribute to the sustainable development of the company.
The announcement also shows that 11 subsidiaries of Jiangjiao Media and 15 subsidiaries of University Press will also be merged into Chinese Media, and after the assets, business and personnel of the target company enter Chinese Media, the asset scale, continuous operation and profitability of Chinese Media will be improved.
The "new car-making forces" collectively plummetedOn the Hong Kong ** market, the stock price of "Wei Xiaoli" fell in the morning opening, Weilai fell more than 9%, and Ideal and Xiaopeng fell more than 4% intraday;Leapmotor, Great Wall Motor, Geely Automobile and other collective sluggishness.
Recently, He Xiaopeng, chairman of Xiaopeng Motors, said that the competition in the automobile market in the next three years will be very fierce, and the sales of 1 million vehicles can no longer explain anything.
When talking about the "difficulty of building a car", He Xiaopeng said that to make a car now, it is not possible to build it at that time, it can only be listed after three years, and the aesthetics, demand, and competitive environment may change after three years. "So now it's often said that if you want to 'harm' a friend, say, 'Brothers, you go and start a business.'" He said that building a car is a philosophy of regret.
Editor: Huang Mei Review: Xu Wen.