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This morning, there were many hot spots in the A-share market, with sectors such as new energy, western development, and folding screens rising sharply.

It is worth mentioning thatConstruction-related concept sectors all performed wellAmong them, the new trend of building inspection concept performed the most eye-catchingly, with Jianke Co., Ltd., Shanghai Jianke, National Inspection Group, Leizhi Group and other stocks all hitting the daily limit.

The agency said that the Ministry of Housing and Urban-Rural Development recently stated that it will study the establishment of a housing pension system and launch pilot projects in some cities. This is expected to provide a stable funding pool for regular housing inspections and safety management, and drive demand for existing housing inspections, housing quality insurance assessments, etc.

This week is the final and most intensive disclosure stage for interim reports. Some industry leaders experienced large fluctuations because their performance was lower than expected.This morning, stocks such as Jichuan Pharmaceutical and Shenzhen Expressway hit the daily limit, CRRC Corporation Limited fell more than 5%, Aier Eye Hospital fell more than 6%, Hengyi Petrochemical fell more than 7%, and Triangle Defense fell more than 17%.

Guozhong Water, which hit the daily limit at the end of last Friday, hit the daily limit this morning.As of the morning close, there were more than 2.33 million sell orders at the limit down. The stock has continued to rise since July 11, and as of last Friday, it has risen by more than 183%. After the market closed last Friday, Guozhong Water announced that the company and its shareholder Shanghai Pengxin (Group) Co., Ltd. received a "Notice of Filing a Case" issued by the China Securities Regulatory Commission. Due to suspected violations of information disclosure laws and regulations, the China Securities Regulatory Commission decided to file a case against the company and Pengxin Group in accordance with relevant laws and regulations. In the morning, the discussion area of ​​Guozhong Water on the stock forum was completely blown up. Many netizens were asking how many more limit downs there were, and some netizens were glad that the orders placed yesterday were sold and executed.

As of morning closing, the Shanghai Composite Index fell 0.07%, the Shenzhen Component Index rose 0.34%, and the ChiNext Index rose 0.13%.

Folding screen sector surges

There have been a lot of hot topics in the consumer electronics field recently. Following AI smart glasses, the concept of foldable screens has become a hot topic in the market.

This morning, the folding screen concept surged, with many stocks such as Golden Sun and Jingyan Technology hitting their daily limit.

According to reports, Apple is researching and producing a foldable iPhone, which may be launched as early as 2026. It is reported that the appearance of this phone will be similar to the Galaxy Z Flip released by Samsung in 2020. However, some industry insiders also said that it is common for Apple to cancel projects in the R&D stage. It is not certain whether it will launch a foldable phone, but if it is really launched, it will be one of the biggest hardware design reforms in the history of the iPhone.

In mid-August, Google released its latest foldable screen flagship for 2024, the Google Pixel 9 Pro Fold, with a starting price of $1,799, which is slightly lower than the Samsung Galaxy Z Fold 6. The starting price of the Samsung Galaxy Z Fold 6 is $1,899.99.

On August 19, Honor announced that it will present its new generation of folding flagship mobile phone Honor Magic V3, Honor tablet MagicPad 2, Honor notebook MagicBook Art 14 and other products, as well as a number of end-side AI innovative technologies at the 2024 Berlin Consumer Electronics Show in Germany on September 5.

Institutional insiders believe that the global foldable screen mobile phone market is showing a rapid development trend, and companies in the fields of OLED flexible screens, hinges, screen covers, etc. are expected to benefit.

New energy track surges

This morning, the new energy sector rose collectively, among which solid-state batteries, wind power, PET copper foil and other sectors led the gains.

There are many catalytic factors in the new energy track recently. First, the solid-state battery leader Penghui Energy rose 15.25% this morning, and has accumulated a rise of more than 58% in the past four trading days. On the morning of the 21st, Penghui Energy’s WeChat official account stated that there has been a major breakthrough in all-solid-state batteries. The 2024 Penghui Energy Product Technology Conference will be held on August 28, and a series of blockbuster new products will be released soon. Recently, Penghui Energy stated on the interactive platform that the company’s semi-solid-state batteries and solid-state batteries have their own R&D roadmap. The current products are in the sample testing stage. The current downstream application areas are mainly digital products, and subsequent iterations and upgrades will continue.

Secondly, there are favorable policies. Recently, the Ministry of Industry and Information Technology, the Ministry of Transport, the Ministry of Public Security, the Ministry of Commerce and other eight departments jointly issued an announcement stating that the replacement of power batteries for new energy city buses will be implemented on the premise of ensuring the safety of the entire vehicle. Previously, the Ministry of Transport and the Ministry of Finance jointly issued the "Implementation Rules for Subsidies for New Energy City Buses and Power Battery Updates", which clearly stated that urban bus companies will be given a fixed subsidy for updating new energy city buses and replacing power batteries. The average subsidy for each vehicle is 60,000 yuan, of which the average subsidy for updating new energy city buses is 80,000 yuan per vehicle; for replacing power batteries, the subsidy for each vehicle is 42,000 yuan.

On August 21, the National Development and Reform Commission and the National Energy Administration jointly issued the "Implementation Plan for Large-Scale Equipment Renewal in Key Energy Fields", proposing that by 2027, the scale of equipment investment in key energy fields will increase by more than 25% compared with 2023, focusing on promoting the implementation of the "three-in-one" energy-saving transformation of coal-fired power units, heating transformation and flexibility transformation, and realizing equipment renewal and technological transformation in the fields of power transmission and distribution, wind power, photovoltaics, hydropower, etc.

Finally, the performance of industry leaders catalyzed the sector's market. Sungrow Power Supply rose 5.33% in the morning. Sungrow Power Supply's 2024 first-half performance report showed that during the reporting period, the company achieved operating income of 31.02 billion yuan, a year-on-year increase of 8.38%; net profit of 4.959 billion yuan, a year-on-year increase of 13.89%; non-net profit of 4.882 billion yuan, a year-on-year increase of 14.03%.

In addition, the mid-year results of stocks such as Yiwei Lithium Energy and Canadian Solar all have highlights.

SPDB Wealth Management issued a statement

On the morning of the 26th, Puyin Wealth Management issued a statement saying that recently, Wu, an employee of the company, had repeatedly posted false statements about the company on WeChat Moments, which aroused public attention. After verification, the company did not commit any related illegal or irregular acts, nor did it infringe on the legitimate rights and interests of investors, cooperative institutions and employees.

The statement shows that in order to protect the company's reputation and the legitimate rights and interests of investors, the company has reported the case to the public security authorities. The statement also stated that Puyin Wealth Management reserves the right to pursue legal responsibilities for those who maliciously spread rumors and damage the company's reputation and employees' personal privacy.

Image source: Puyin Wealth Management

It is understood that someone claiming to be an employee of Puyin Wealth Management previously revealed that Puyin Wealth Management had engaged in routine collection of management fees, long-term holding of large amounts of real estate bonds in pursuit of high prices, bullying of securities firms, and had been retaliated against.