The market long and short continue to fight, still fierce, today's indices opened to kill, all major indices have hit new lows mainly in the morning killing. Then many armies fought back, and the CSI 300 chart rose by 0 when it rose to a high6%, but the same script happened again recently, and in the afternoon, many forces were not strong and were pressed by the Air Force, and finally CSI 300** reported 327713, down 047%；The Shanghai Stock Exchange closed at 28777, down 054%；The Science and Technology Innovation 50 fell 074%, the GEM index fell 043%, CSI 500 fell 044%, CSI 1000 fell 074%, only the Beijing Stock Exchange 50 rose 101% achieved red disks.
The next challenge target for the Shanghai Composite Index is probably 2863 in April 2022It's 65 o'clock, and before that is 2646 in March '208, and the current point is only 802% decline. The market traded 656.9 billion yuan throughout the day, a decrease from yesterday, and the northbound capital inflow was 6900 million, 1307, 3816; There are 43 up limits and 19 down limits.
In terms of industries, only four sectors closed higher, with beauty care +373%, trade and retail +095%, power equipment +083%, food and beverage +079%；The top decliners were: Media-277%, computer-213%, communication -17%, machinery and equipment -136%, electron-133%。
The main net inflow of power equipment today reached 372.9 billion, the main net inflow of funds on the 20th reached 2767.2 billion, ranking first. Today's plate has 7 ** daily limits, such as Shouhang Hi-Tech, Shangwei Shares, Dexin Technology, and Deye Shares!
The power equipment sector has fallen from its high in November 2021 for more than two years, a decline of 50%. GEM refers to the top ten weighted stocks in the three power equipment sectors**, CATL, Sungrow, and EVE, especially CATL accounts for 14 of the GEM index96% weight, so whether this sector can stabilize is crucial to whether the GEM index can stabilize! The recent Red Sea crisis also seems to have some impact on the PV ** chain, and it is necessary to continue to observe the performance of this sector.
Another eye-catching sector today is the food sector, where three squirrels rose 1697%, McCool, Huifa Food, and BESTORE have a daily limit! The sharp rise in the sector came from a notification letter from the three squirrels.
Zhang Liaoyuan, the founder of Three Squirrels, posted in the circle of friends, "The distribution business was forced to close, and we focused on the online 2C business."
The attached notification letter shows that during the 2024 Goods Festival, the hot sales of all channels under the distribution of three squirrel gift boxes and gift package products** have far exceeded expectations, and the distribution of general standard gift boxes Gift bags and terminal exclusive gift boxes Gift package series products will stop receiving new orders from January 10, 2024**.
In fact, to put it simply, the three squirrels started a cost-effective strategy in 23, so the products were better sold, but in order to ensure the greater benefits of self-sales, the distribution part was stopped in advance. This must be uncomfortable for distributors, in fact, this is also a problem that traditional channel providers have to face after the development of e-commerce channels such as live broadcast in recent years, and it is also a problem that brands have to face, because traditional distributors still occupy an important position, but online direct sales is a bigger trend.
This news also drove the ** liquor sector, and the Shenwan liquor index rose 044%, Shede Liquor rose 656%, drunkard wine rose 475%, Moutai rose 003%。
Recently, Wu Xiaoqiu, Ge Weidong, Liu Yuhui and other big names called for the suspension of IPOs, and the author sorted out the problem of mismatch between the scale of IPO and refinancing and market incremental funds (public and private placements, etc.) in the article "Out of the Clear" on December 26 last year, which is the core essence of this round. The suspension of IPOs may be a more powerful measure to restore everyone's confidence at present, depending on how the regulators look at it.
In the remaining two days of this week, we still have to keep an eye on the market, especially the trend of CSI 300, CSI 500 and CSI 1000.