When an avalanche comes, no snowflake is innocent.
As of the end of **, more than 4,800 stocks in the two cities and 267 stocks fell by more than 9%, and the Chinese word head rose and fell, driving the Shanghai Composite Index **092%；The small and medium-sized caps were miserable, and the ChiNext and the Science and Technology Innovation Board hit new lows again.
It's another unsustainable day.
In our previous prediction, we have been reminding you that it will be difficult to be weak.
But I really didn't expect it to be so difficult, and I'm still too optimistic now.
In the context of the extreme lack of confidence, if you want to concentrate on doing it, it is not something that can be easily solved by a few days of continuous volume.
The performance thunder gave today's ** heavy hammer.
According to TCL Central news over the weekend, it is expected that the net profit attributable to the parent company in 2023 will be 4.2-4.8 billion yuan, a year-on-year decrease of 296%-38.4%, and in the third quarterly report, the net profit attributable to the parent company is still 618.8 billion yuan, based on this calculation, the company's loss in the fourth quarter was 1388-19.8.8 billion yuan.
There is no doubt that the fall limit will be seen, and it will drive the entire photovoltaic industry chain significantly.
It doesn't matter if you lose anything else, you all do one thing, and sooner or later you will lose.
Now the market has such a mentality, the grass and trees are all soldiers, and the wind is loud.
This is not difficult to see from the two-day diving of WuXi AppTec.
A small foreign essay can directly wipe out a giant with a market value of 200 billion.
This exaggeration, exaggeration, and exaggeration.
According to the disclosure rules of annual reports, eligible listed companies must be required to disclose annual report forecasts before January 31
1. Net profit is negative
2. Realize the turnaround
3. Profit, and the net profit changed by more than 50% year-on-year
4. The lower value of the net profit before and after the deduction is negative, and the deduction of non-business income is less than 100 million
5. The net assets at the end of the period are negative
For the main boards of Shanghai and Shenzhen, if any of the above items are met, mandatory disclosure is required; If any of the 1235 items on the GEM are met, mandatory disclosure is required; If the STAR Market satisfies any of the 123 items, mandatory disclosure is required.
Therefore, if the company has not yet announced the annual report forecast, the next two days are a very critical time node.
It is difficult to say that there is a high probability that it does not meet the disclosure conditions for a sharp increase in performance.
The expectation of a sharp rise in performance has been disappointed, and the forecast of a sharp decline in performance is continuous, and it is inevitable that the market will smash today.
If the results are good, who will delay until the end to make the announcement.
On the other hand, the tearing of the Chinese prefix and the small and medium-sized caps has further exacerbated the seesaw style of the market.
The Chinese character is carried by the Guo family team, which has a large money-making effect and a small selling force, which will continue to attract small and medium-sized stock funds.
As a result of this blood-sucking effect, the ** index is firm, and the small and medium-sized market is raging.
To be honest, I personally don't agree with the operation methods of the Guo team.
As I said before, using the same funds to pull small and medium-sized caps can set off a daily limit, which is more effective than simply caring for the index.
However, this involves other issues such as Guo You's asset loss and stock indexes, so I don't judge too much.
Outside, Trump's high-profile rhetoric and bastard suggestion of a 60% tax hike have caused further concerns in the market about **.
I said focus on the United States, especially Trump.
In the whole process, playing the China card will run through the whole cycle, which is a means of canvassing for US politicians.
So for a long time to come, we will all see the emergence of all kinds of extreme speech.
In this regard, it is necessary to make full psychological preparations in advance.
It's just a pity that the weekend, which was still good, restricted accommodation and standardized securities lending, were buried in the torrent of panic.
It is hoped that the implementation of the market value management evaluation of central state-owned enterprises will not have a further impact on small and medium-sized caps.
That's it for today at the Snowball Creator Center
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