A-shares continued today, with the Shanghai Composite Index recovering 2,800 points, the Shenzhen Component Index rising nearly 3%, and the A-share turnover returning to above one trillion after two and a half months; Hong Kong stocks fell back in the afternoon, and the Hang Seng Technology Index fell more than 2% at one point.
Specifically, the main A-share stock indexes rose strongly during the session, with the Shanghai Composite Index rising more than 1% to hold 2,800 points, the ChiNext Index rising more than 2% to regain 1,700 points, and the Shenzhen Component Index once rising more than 3%. As of **, the Shanghai Composite Index rose 144% at 2829At 7 points, the Shenzhen Component Index rose 293% at 8708At 24 points, the GEM index rose 237% at 170702 o'clock. The total turnover of the three markets in Shanghai, Shenzhen and North China today was 1,033.2 billion yuan, an increase of nearly 100 billion yuan from yesterday; Northbound funds are net**168.4 billion yuan, which has been increased for 7 consecutive days. In addition, CSI 500 ETF and CSI 1000 ETF both rose sharply, **respectively** 47%.
More than 2,200 shares in the two cities are red, the financial sector is still strong, and the western ** once rose to the limit; Liquor stocks continued to rise, Kouzijiao rose nearly 6%, Kweichow Moutai rose more than 2% to return to above 1,700 yuan; The rare earth plate broke out, and the price limit of Zhongke Magnetics, China Rare Earth, and Guangsheng Nonferrous Metals was limited; The concept of flying cars rose, and Wanfeng Aowei gained two boards; The concept of innovative drugs was active, with Junshi Biosciences and Shenzhou Cell rising by more than 10%, and WuXi AppTec rising by nearly 6%; The real estate sector fell sharply, with many stocks such as Pudong Jinqiao, Dalong Real Estate, and Airport Shares falling to the limit; In addition, *ST Zuojiang, Zhongji Health, Hasen shares and other recent active stocks have moved sharply in the intraday, among them, *ST Zuojiang staged the "Earth and Sky Board", and Zhongji Health staged the "Sky Floor".
It is worth noting that 4 large-scale CSI 300 ETFs increased their volume again today, with a total turnover of 38.2 billion yuan; Among them, Harvest CSI 300 ETF and ChinaAMC CSI 300 ETF traded 94200 million, 84800 million yuan, with a record high in turnover; Huatai Pinebridge CSI 300 ETF and E Fund CSI 300 ETF traded 11.5 billion yuan and 8.8 billion yuan respectively.
In terms of Hong Kong stocks, the two major stock indexes once rose in early trading and gradually fell back during the session. As of **, the Hang Seng Index fell 034% at 16081At 89 points, the Hang Seng Tech Index fell 164% at 319068 points. **In terms of Hua Hong Semiconductor, SMIC fell about 8%, and Oriental Selection and Lenovo Group fell more than 4%; WuXi Biologics rose 56%, WuXi AppTec rose 5%.
There were many sharp changes
Today's Hasen shares (603958), which opened sharply lower, rose again intraday, ** at 1378 yuan, more than 20,000 orders on the daily limit board. The stock has frequently staged a "roller coaster" in recent days** 17 trading days since January 16, first 7 consecutive days of daily limit, then 5 consecutive days of falling limit, the last 5 trading days and 4 daily limits and 1 down limit.
In addition, Zhongji Health (000972), which had a daily limit in early trading today, dived rapidly in the afternoon, instantly staging a "sky floor" trend. As of **, the stock was trading at 458 yuan, and the closed orders on the fall limit board reached 310,000 hands. Previously, the stock has been up and down for 5 consecutive trading days, and yesterday it once staged a "earth and sky board" trend.
ST Zuojiang (300799) opened today, fell to the limit, rose sharply during the session, and closed the limit in the afternoon, staging the "earth and sky board" trend. As of **, the stock was trading at 2086 yuan, the whole day transaction 25.4 billion yuan, with a turnover rate of 23%. Previously, the stock had fallen for 5 consecutive trading days.
ST Zuojiang issued a risk reminder yesterday evening, saying that the company disclosed the "Announcement of Beijing Zuojiang Technology Co., Ltd. on the Implementation of Delisting Risk Warning and Suspension of Trading on the Company's Trading" on April 28, 2023, and the company will be subject to delisting risk warning from the opening of the market on May 4, 2023. The company's specific financial data will be disclosed in detail in the 2023 annual report. If the final audit result is that the operating income after deduction is less than 100 million yuan, Article 10 of the Listing Rules of the ChiNext Board of the Shenzhen Stock Exchange (Revised in August 2023) will be triggered3.Article 10 "The audited net profit is negative and the operating income is less than 100 million yuan, or the net profit in the most recent fiscal year after retrospective restatement is negative and the operating income is less than 100 million yuan", the company will be terminated from listing.
In addition, on December 1, 2023, the company received the "Notice of Case Filing from the China ** Regulatory Commission" issued by the China Securities Regulatory Commission, and the CSRC decided to file a case against the company due to suspected violations of information disclosure laws and regulations. As of the disclosure date of the announcement, the company has not received the final investigation conclusion of the CSRC on the above-mentioned investigation matters. According to the relevant provisions of the Listing Rules of the Growth Enterprise Market of the Shenzhen Stock Exchange (revised in August 2023), if the company is subject to administrative penalties by the CSRC, and the illegal acts touch the illegal situation of material information disclosure, the company may have the risk of terminating the listing.
Rare earth plates erupted
The rare earth sector rose sharply today, as of **, Zhongke Magnetics "20cm" limit, Zhenghai Magnetics rose nearly 15%, Zhongke Sanhuan, China Rare Earth, Guangsheng Nonferrous Metals, Shenghe Resources, Ningbo Yunsheng and other daily limits, and Northern Rare Earth rose nearly 9%.
On the news side, on February 6, the Ministry of Industry and Information Technology and the Ministry of Natural Resources issued the first batch of rare earth mining, smelting and separation total control indicators in 2024, and the first batch of rare earth mining, smelting and separation total control indicators were 1350,000 tons, 1270,000 tons, a year-on-year increase4%。In 2023, the total control indicators of rare earth mining, smelting and separation will be 2550,000 tons, 2440,000 tons, a year-on-year increase7%。This year, the growth rate of domestic supply of rare earths has narrowed.
From January to March 2022, due to the difficult increase in output due to the epidemic and the obstruction of Myanmar mine imports, PrNd oxide soared all the way to 1.11 million tons, and the average price of praseodymium neodymium oxide in 2022 was 80140,000 tons, a year-on-year increase of 381%；In 2023, rare earth** will rise and fall, and after the resumption of imports, Myanmar mines will increase and impact rare earth**, and rare earth** will decline all the way in the context of weak domestic recovery, and the average value of praseodymium neodymium oxide** in 2023 will be 5290,000 tons, down 358%。During the year, the growth rate of rare earth indicators contracted, and rare earth ** is expected to rebound under weak supply. Guojin ** said that the supply growth rate is declining, the supply and demand pattern is improving, and rare earth ** is expected to bottom out. In the process of rare earth development, resource leaders and targets with growth potential are expected to fully benefit.
The concept of innovative drugs is active
The concept of innovative drugs is active, as of **, Junshi Biosciences, Shenzhou Cell, Proton shares rose by more than 10%, Jiuzhou Pharmaceutical, Zhaoyan New Medicine, Puluo Pharmaceutical, etc., WuXi AppTec rose by nearly 6%.
On the news side, recently, the National Health Insurance Administration's "Notice on Establishing a Mechanism for the Formation of the First Listing of Newly Listed Chemical Drugs and Encouraging High-quality Innovation (Draft for Comments)" (hereinafter referred to as the "Notice") solicited opinions through relevant industry associations.
The notice emphasizes that in order to further implement the requirements of enterprises to independently formulate drug policies, encourage clinical value-oriented drug R&D and innovation, support the diversified supply and fair accessibility of high-quality innovative drugs, give full play to the decisive role of the market, better play the role of the first drug, and improve the formation mechanism of drugs. The "Notice" focuses on allocating key policy resources such as **, networking, and procurement to truly innovative and high-level innovative enterprises. This policy aims to encourage companies to focus on clinical value and actual needs in the research and development of new drugs. At the same time, for those enterprises that uphold the principle of honest management and take high-quality R&D as their core competitiveness, they will be given priority to enjoy the preferential treatment and benefits brought by these policies.
Minsheng ** pointed out that the main purpose of the "Notice" is to adhere to the market's decision, better play the role of the first, improve the overall efficiency of new drugs, support high-quality innovative drugs to obtain "returns consistent with high investment and high risk", and it is recommended to pay attention to high-quality innovative pharmaceutical companies and leading enterprises in the innovation industry chain.
Editor-in-charge: Wan Jianyi.
Proofreading: Li**.
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