Red Envelope** continues.
On the penultimate trading day before the Spring Festival, A-shares continued to strengthen, with the Shanghai Composite Index recovering the 2,800-point mark, and as of press time, there were more than 3,600 stocks in Shanghai, Shenzhen and Beijing. The Shanghai Composite Index rose more than 1%, the Shenzhen Component Index and the ChiNext Index rose more than 2%, and the Beijing Stock Exchange 50 Index rose more than 5% at one point.
In addition, the CSI 500 and CSI 1000 both rose by more than 5%, and the Science and Technology Innovation 100 soared by more than 6%.
It is worth a sharp rise in the related ETFs corresponding to the STAR 100 and CSI 1000 Index**, of which the STAR 100 ETF E Fund (588210) rose by more than 6%, and the STAR 100 ETF** (588220), STAR 100 ETF Southern (588900), CSI 1000 Index ETF (516300), and CSI 1000 ETF Index (560010) all rose by more than 5%.
It is worth noting that foreign capital is continuing to scramble. As of the morning**, there was a net inflow of 21 northbound funds3.9 billion.
In terms of sectors, semiconductor chips, pharmaceuticals and medical care, military industry, automobiles and other directions were among the top gainers. Among them, Huawei's automobile concept is large**, as of noon**, JAC Automobile, Shenglong shares, Cialis, and Huayang Group have a daily limit.
On the news side, February 6, the first week of February 2024 (129-2.4) The sales ranking of new energy vehicle companies was released, and the sales volume of the Wenjie brand cooperated by Cialis and Huawei continued to rise, with 0The weekly sales volume of 90,000 units continues to occupy the top five sales of luxury brands in the Chinese market, second only to traditional luxury cars BBA (Mercedes-Benz, BMW, Audi) and Tesla.
On February 7, the Ministry of Commerce and other 9 units issued opinions on supporting the healthy development of new energy vehicle cooperation. It mentions the optimization of transport management; Optimize the procedures of export-related links such as new energy vehicles and power batteries, shorten the processing time, and improve the processing efficiency; Actively participate in the formulation of international standards and rules of the International Maritime Organization on the transportation of new energy vehicles and power batteries; Formulate and issue technical standards for container transportation of passenger cars; On the basis of strictly ensuring transportation safety, we should pay close attention to the study of technical solutions for power battery railway transportation; Actively and properly respond to foreign ** restrictions; Guide industry organizations and enterprises to actively communicate and cooperate with foreign industries, and help enterprises actively respond to foreign restrictive measures.
Affected by this news, the Wind auto parts index also opened higher, and many stocks such as Kuang-Chi Technology and Huguang Co., Ltd. rose to the limit.
In addition, recently, the 2024 work reports of various provinces have been released, and accelerating the cultivation of "new quality productivity" has become a high-frequency word. The Shenzhen Stock Exchange has also launched a special action of "double improvement of quality returns", and a number of advanced manufacturing benchmarking enterprises have responded positively.
According to incomplete statistics from the Financial Associated Press, 19 listed companies, including Ruichen Environmental Protection, Jinneng Technology, Zhonghuan Hailu, Kaichun Shares, Nanda Environment, Longlide, Haide Control, Dongxin Peace, Dongfang Tong, Tianyang Technology, Keanda, Shanghai Ganglian, Hongde Shares, Dawn Shares, Xiaxia Precision, Shenjian Shares, Martian, Leon Technology, and Worth Buying, have replied to the "new quality productivity" related business situation in the past two days.
According to the after-hours interactive platform of Nanda Environment, the company was recently awarded the 2023 Jiangsu "New Quality Productivity" Innovation Demonstration Enterprise.
According to the research report of Zhejiang businessmen, the "new quality productivity" includes 8 emerging industries such as new energy, high-end equipment, and new energy vehicles, and 9 future industries such as the metaverse and brain-computer interface.
In today's market, there was a relatively rare scene recently, and high-dividend stocks suddenly bucked the trend and weakened intraday. Among them, Industrial and Commercial Bank of China once fell more than 4%, and many high-dividend stocks such as Bank of Nanjing, Shaanxi Coal, China Shenhua, China Coal Energy, China Merchants Highway, and Nanjing-Shanghai Expressway fell more than 2%.
The national team "does not stop.
In early trading today, broad-based index ETFs continued to be sought after by funds.
As of press time, many CSI 300 ETFs have seen significant increases compared with yesterday. Among them, the CSI 300 ETF (510300) traded 527.4 billion yuan, the product traded 65 million throughout the day yesterday600 million yuan; CSI 300 ETF (159919) traded 245.8 billion yuan, the product traded 29 all day yesterday$5.1 billion; The current trading volume of CSI 300 ETF E Fund (510310) and CSI 300 ETF ChinaAMC (510330) in early trading has exceeded the trading volume of the product yesterday.
On February 6, ** Huijin Company announced that it fully recognized the value of the current A** market allocation, and has recently expanded the scope of exchange-traded open-ended index ** (ETF) holdings, and will continue to increase its holdings and expand the scale of its holdings, and resolutely maintain the smooth operation of the capital market.
*Huijin's official announcement of its entry into the market has pushed the "leveling**" to the forefront, and the discussion on the "leveling**" of A-shares has heated up again. Goldman Sachs Chief China Strategist Liu Jinjin and his team's latest research report on issues related to "leveling**" are interpreted.
For the current launch of "leveling**" or similar schemes, Goldman Sachs gave four reasons:
First, since the beginning of 2021, ** has fallen by 63%; Second, dividend income is higher than bond income; third, the potential wealth creation and emotional boost of residents; Fourth, it is in line with the theme of state-owned enterprise reform.
Big news from China and the United States.
According to the Ministry of Commerce, on February 6, Wang Shouwen, the international negotiator and vice minister of the Ministry of Commerce, had a phone call with U.S. Deputy Secretary of Commerce Lago **, and had a frank and in-depth communication on the preparations for the first vice ministerial meeting of the China-US business and trade working group and the economic and trade issues of concern to both sides.
Wang Shouwen said that Sino-US economic and trade cooperation is a stabilizing force in the relations between the two countries. China is ready to work with the US side to earnestly implement the important consensus reached at the China-US summit in San Francisco, give full play to the role of the China-US Business Working Group, expand cooperation, manage differences, and create favorable conditions for cooperation between the business communities of the two countries.
Wang Shouwen also expressed concerns about the U.S. restrictions on semiconductor and cloud services in China, fair treatment of Chinese companies in the U.S., and photovoltaic restrictions.
On the evening of February 6, according to the Ministry of Finance, from February 5 to 6, the third meeting of the China-US Economic Working Group was held in Beijing, and Minister of Finance Lan Foan attended the meeting and had a brief exchange with the US side.
The meeting was co-chaired by Vice Minister of the Treasury Liao Min and US Deputy Secretary of the Treasury Chambaugh, and attended by relevant departments of the economic fields of the two countries. In accordance with the three-point consensus reached at the San Francisco Summit, China and the United States conducted in-depth, candid, pragmatic and constructive exchanges on the macroeconomic situation and policies of the two countries, G20 financial cooperation, developing countries' debt, industrial policies and other issues. The Chinese side expressed concern over the US tariffs on China, two-way investment restrictions, and sanctions against Chinese companies. The two sides agreed to continue to communicate.
Bay Area financial comprehensive brokerage China, China ** Daily report.
Editor: Xiaoya.