Today's Shanghai Composite Index performance is relatively tenacious, although it fell to yesterday's lowest point in early trading, but fell to the integer level of 2890 points, the bulls began to exert force, the highest rushed to 2918 points, and finally 2914 points**.
Today's market performance is better because the enthusiasm for the hot dragon plate mentioned yesterday has declined. Because speculation metaphysics can really make money in our market, I also tried my best to find out the ** with the word dragon today, and the result was that N Dinglong, which was listed today, had a total of 21 stocks, with an average increase of 021%, but if you remove the 79% of the newly listed Dinglong Crazy Pull, then the average increase of the old stocks in this sector is quite sad - it is actually 394% (is it to die if it is literal)?
What's even more tragic is that today there are 6 ** declines in the name of dragons that have reached the position of stoppage. What makes me most depressed is that I always thought that Longxi's shares rose sharply because of new energy vehicles and robots, but I didn't expect to get it for a long time, but it turned out that it was just because people were listed companies with dragon words.
Well, I admit that the name is really important, otherwise why wouldn't the Haima car have never grown?The company called Dejuquan went bankrupt, but the duck called Quanjude was almost a household name.
Even a face value of 100 cents in Fiji is equivalent to only 3 yuan in our RMB, but because a dragon is printed on the back, it is collected by the Chinese who love dragons for more than 70 yuan (as shown below).
But in fact, even the newly listed new stock Dinglong is really difficult to stand - from the maximum increase of 136% at the opening, all the way back to the smallest increase of 79%** in the whole day
Don't say that the name of the dragon in the field is miserable, the company with the name of the dragon outside the field is not having a good time today, and the construction project of the Longguang Jiulin Business Center project in Nanshan, Shenzhen is unsold today. This piece of land, which was won by this company with 6.9 billion yuan in **, was unable to continue after developing about 6% of the project volume, and today it is 52The auction started at 6.8 billion yuan, but no one cared about it, and according to the law, it will be discounted by 20% for the second time, and it will be 42 after another 8% discount1.6 billion yuan, which was lower than the starting price given at that time, and Longguang Company directly lost nearly 3 billion yuan!
There is also Baolong Real Estate Company, which gritted its teeth and gave a restructuring plan today, which can only be a debt extension, hand over the company's equity or convert it into convertible bonds. In short, it is to cut the flesh to pay off the debt.
Speaking of real estate, there is even worse today, that is, DreamEast, which is listed in Hong Kong, because the major shareholder is too aggressive, the stock is the largest **88% in one day today, and almost with this decline**.
After checking it, there are two main businesses of DreamEast, one is cultural tourism, and the other is real estate development.
It seems that real estate is really cool, and at the moment when the relevant restrictive policies are basically lifted, it can actually give you a day from yesterday 2The ** price of 06 yuan fell to 0 todayThe 26 yuan ones are gone. It is not an exaggeration to say that it is capital **.
Even more tragic are the real house prices. I also thought that the 10,000 yuan 1 square meter of commercial housing with decoration in Kunming City was really cheap, but I didn't expect to receive a ** from a real estate agent in Guangzhou today, saying that it was an apartment next to Guangzhou Metro Line 5, which was also decorated, and actually said that the impulse at the end of the year, as long as 8,500 yuan can buy a square meter.
You must know that Guangzhou is one of the top cities in the country, and the housing prices are even lower than Kunming, which shows how far the developers have fallen!
In the afternoon, another Hong Kong stock crashed, this time a toy stock, and Qishida fell as much as 86% in the afternoon. However, this stock has increased nearly 6 times in the past 5 months!So violently**and**, I don't know what a strong heart people who invest in Hong Kong stocks need to configure. The ** of toy stocks, I don't know if it is related to a birth data. According to the data I have seen, there are more than 1 million fewer births in 2022 than in 2021. However, this data has yet to be verified.
Judging from the performance of today's market, the performance of chips and Hong Kong stocks and pharmaceuticals is relatively good. The best in the chip category is conducive to policy support and high certainty, but the uncertain side is whether our chip level can break throughIf we can make a breakthrough in technology, will we be able to succeed commercially?Commercially, if we can achieve sales in China, will we be able to make a profit, and if we resist and do not buy in the international market, can we earn back the cost by relying on internal circulation alone?
At present, it is mainly the memory chip that has continued since the second half of this year, and the flash memory in the past two months has been about 6 to 7 percentTherefore, the semiconductor industry also needs to look for subdivided sub-industries to eat meat.
In terms of medicine, the uncertainty is too high, and the negative impact of policy-based centralized procurement is still relatively difficult to assess, and now there is a more contagious new coronavirus, which will have a big impact on the medical system again.
The game sector, which has been analyzed yesterday, is better to have less contact in the short and medium term because of the unclear policy, although today some companies have reduced the fee standard of the game ETF, and the annual fee has increased from the original 06%, down to only 036%, but this benefit is not enough to compensate for the losses caused by the industry**.
The new energy category is also being adjusted today, and this adjustment is a phased one, after all, in November, China's new photovoltaic installed capacity was 2132GW, a year-on-year increase of 185%!The month-on-month increase was also 565%。What's even more gratifying is that the export value of photovoltaic inverters is 5$600 million, an increase of 47%, although the increase is not large, but it is indeed the first time since the second half of the year that China's photovoltaic inverter exports have achieved positive growth month-on-month.
And the Minister of Economy of Agenyan announced the lifting of import restrictions from today. He declared: **The bureaucracy will no longer have the power to decide who can import goods. If this is the case, China's photovoltaic products are still very competitive, and I don't know if it can open up the South American market. After all, it's also a sunny area.