Today's market continues to close in the negative, although Beijing, Shanghai, the two major first-tier cities have introduced a good for the real estate industry, the real estate sector as a weighted stock has seen a good rise, the entire sector to 1The 29% increase ranks second in the industry sector, and the media and entertainment, which has the first increase in the industry, is only 133%。
Although the real estate sector has turned the tide below 3,000 points, the Shenzhen Component Index has no choice but to fall today, and with only ten trading days left in 2023, it can't hold on, and today it once again hit a new low of 9368 for the year5 points. This is not only a new low this year, but also a new low since September 2019, that is, the Shenzhen Component Index has hit a new low in more than four years. Inexponentially, we are back to pre-pandemic times.
In fact, the Shenzhen Component Index hit a new low for the year, as I pointed out in my December 3 article. At that time, I wrote in the article "There may be a play in these sectors next week": "Therefore, although there are funds in A-shares, it is still more difficult to want the index, especially the Shenzhen Component Index, which has more private enterprises, has fallen below the important ** and lost ** again Division, in this way, falling below the lowest point of the year 9374 points has become a high probability event, of course, from the monthly chart, this index at 9534 points still has a little support, personal judgment, this support point is difficult to ensure that it does not fall out of a new low. ”
Judging from the monthly line of the Shenzhen Component Index, there is only one ** dividing line below 9144 points, and there is a possibility of forming support between the previous high volume bottom of 9112 points, if the support in this area is broken, then, the Shenzhen Component Index is likely to march to the low level of 7011 points created in January 2019. This means that there will be 2,000 points of room for the deep component index.
Of course, this is only one possibility, and another optimistic possibility is that the Shenzhen Component Index will find support near 9112 points, thus starting a wave**.
Judging from today's policy, the regulator has modified the repurchase conditions of listed companies, that is, the trigger conditions for repurchase have been relaxed. At the same time, it has also introduced policies to encourage listed companies to pay dividends, which are relatively good and help restore investor confidence. However, I still have to say that in fact, the most important favorable policy is to severely punish counterfeiters, and at the same time compare the illegal gains of counterfeiters with consumer rights and interests, and make a penalty of one for one and two for fakes. For example, if a listed company falsifies 1 billion yuan, then it will be confiscated and fined, and 20 billion yuan will be used to compensate for the losses of all investors during the entire fraud period. At present, only this method is the most fundamental solution to the problem, followed by the reduction, that is, on the basis of the listed companies to support the repurchase of listed companies, more encourage listed companies to cancel the repurchase, rather than worrying that the market is good, and these will be sold out for cash.
Today, there is another news that once again refreshes my three views. In my impression, most of the ST class ** is some stock price close to one yuan**, at most the stock price is not more than 10 yuan**, today I read the news to know, we actually have a stock price of more than 100 yuan ST class**, this is really an eye-opener, the performance is so poor that the ST Zuojiang is about to be delisted, who is more than 100 yuan ** to take over?The trigger for the stock to become news today is that after three consecutive days of falling limits, the only ST** with a stock price of more than 100 yuan, the stock price has finally fallen back to within 100 yuan!After three consecutive one-word board down limits, the stock closed at 9678 yuan.
This one has a loss of up to 1The company of 4.7 billion yuan will actually go from a minimum of 97 in 20235 yuan, soared more than 2 times, and in July, the highest stock price reached 299$8. And then all the way, today's **price has returned to around January 2022.
One of the main reasons is that the company issued a risk reminder yesterday evening that the type of audit report opinion in the company's 2022 annual report is a qualified opinion, and the basis for forming a qualified opinion is that some of the company's accounts receivable accountants failed to conduct on-site interviews and failed to obtain a letter of reply, so they could not judge the feasibility of the relevant accounts receivable. On the other hand, if the matter results in the company's 2023 annual financial report being issued with a qualified, unable to express an opinion or an adverse audit report, the company will face the risk of being terminated from listing.
I don't know what the reason is, the institutional shareholders who have been accompanying the stock in the past two years are a private equity company, that is, some products of Hongdao Asset Management Company, among which there are also two public ** management companies such as Oriental ** Company hold more shares, but the public ** has withdrawn from the top ten shareholders of the stock in the third quarter. Now that the end of the year is approaching, once delisted, investors are likely to lose all their money, so the stock is likely to be in a state of falling before the year, it depends on who can run out first, ordinary investors must not blindly take over.
Another happy phenomenon today is that the Hang Seng Internet and Hang Seng Technology have a strong trend, with a correlation of more than 3%, which is quite rare. The strange thing is that although there have been epidemics in some countries around the world, the domestic epidemic-related sectors, such as the vaccine sector, the innovative drug sector, and even the traditional Chinese medicine sector, have all seen a relatively large number of **. After all, the valuation of pharmaceutical stocks is already relatively low.