2024-08-26
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Reporter of China Business Network: Xiao Ruidong Editor of China Business Network: Zhao Yun
On August 26, the market fluctuated and diverged throughout the day, with the three major indexes rising and falling. As of the close, the Shanghai Composite Index rose 0.04%, the Shenzhen Component Index rose 0.16%, and the ChiNext Index fell 0.1%.
In terms of sectors, solid-state batteries, folding screens, Xinjiang, oil and gas and other sectors had the largest gains, while education, highways, liquor, and complete vehicles and other sectors had the largest losses.
Overall, more stocks rose than fell, with more than 3,800 stocks rising in the market. The turnover of the Shanghai and Shenzhen stock markets today was 526.5 billion yuan, a slight increase of 16.3 billion yuan from the previous trading day.
The market was calm throughout the day. At the end of the day, driven by the large-scale products such as the CSI 300 ETF, the three major indexes turned positive or narrowed their losses. Today is a good day for stock holding experience in the recent bottoming process.
Therefore, this article will not analyze the overall market first, but will mainly focus on one company and three major sectors.
Today, as soon as the market opens,National WaterIt hit the limit down, and as of closing, the amount of blocked orders was still as high as 660 million yuan, and the total transaction volume for the day was less than 70 million yuan.
Judging from the trend, the stock had risen three times in the previous four days and hit a high of 3.82 yuan during trading last Thursday; and from the low point on June 25 (1.3 yuan), the maximum increase in the past two months was nearly three times.
However, it is quite difficult to hold the stock for two months without moving. After all, the "ceiling and floor" trend also appeared during the last wave of consecutive daily limit increases.
The share price of Guozhong Water has been soaring since July 22. On that day, the company officially announced a major asset restructuring plan, intending to indirectly acquire Beijing Huiyuan by paying cash. If the restructuring is successfully completed, Huiyuan, once a national beverage brand, will be able to achieve a backdoor listing.
The negative news that led to the limit down occurred suddenly on Friday evening (August 23). The company announced that the company and its shareholder Shanghai Pengxin (Group) Co., Ltd. (hereinafter referred to as Pengxin Group) received the "Notice of Case Filing" issued by the China Securities Regulatory Commission on the same day. The company and its shareholder Pengxin Group were suspected of illegal and irregular information disclosure. According to relevant laws and regulations, the China Securities Regulatory Commission decided to file a case against the company and its shareholder Pengxin Group.
The reporter of "Daily Economic News" contacted the relevant staff of Guozhong Water at that time, and the other party said that this matter should have nothing to do with Huiyuan's acquisition.
Just the day before (after the market closed on August 22), the company announced the progress of its restructuring as usual. Simply put, there was no substantial progress.
Multiple financial reports show that since 2023, the total number of shareholders of this stock has fluctuated around 100,000 households, reaching 98,900 at the end of the first quarter.
Although some relevant shareholders have been furious on various investment platforms in the past two days, the company has not made any further statement. It only stated in the aforementioned announcement that during the investigation, the company will actively cooperate with the CSRC's investigation and strictly fulfill its information disclosure obligations in a timely manner in accordance with the provisions of relevant laws and regulations and regulatory requirements.
It is worth noting that this is the second time this month that Pengxin Group, the major shareholder of Guozhong Water, has been charged with a crime.Pengdu Agriculture and Animal Husbandry(Delisted) Announcement: The company and its controlling shareholder Pengxin Group were investigated by the China Securities Regulatory Commission for suspected information disclosure violations.
Individual stocks are subject to unexpected events, and this week happens to be a period of intensive financial report disclosure, so investors really need to be extra careful.
Back to the sector, today's themes can be said to be blossoming in many places, which can be roughly classified as follows.
1) New energy
In terms of growth, the new energy sector was the strongest during the day, with batteries, solid-state batteries, sodium-ion batteries and wind power sectors showing strength.
In terms of news,Penghui EnergyThe official WeChat account recently stated that the 2024 Penghui Energy Product Technology Conference will be held on August 28. The relevant promotional poster reads "A real breakthrough in solid-state batteries", and the title of the article is "Major breakthrough in all-solid-state batteries" and "Physical debut".
Ganfeng LithiumIt also stated on the interactive platform that the company is currently actively producing according to the production plan, operating steadily, and actively developing new solid-state battery technologies.
Secondly, there are favorable policies. Recently, eight departments including the Ministry of Industry and Information Technology, the Ministry of Transport, the Ministry of Public Security, and the Ministry of Commerce 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.
CITIC Construction InvestmentIt is pointed out that if solid-state batteries can give full play to and enhance their safety advantages, strive to occupy the advantage of energy density, and further optimize the rate, cycle life and processability, they can consolidate their core potential customers in advantageous scenarios; if there are breakthroughs in performance and cost, then their market space will expand and become a key technical route for lithium batteries. By 2025, the global market for various types of solid-state batteries may reach a scale of 100 billion yuan.
2) Western Development and Xinjiang Revitalization
As a sector that saw unusual movements at the end of last Friday's trading, the "Western Development" concept also continued today.
On the news front, the Political Bureau of the CPC Central Committee held a meeting on August 23 to review "Several Policy Measures to Further Promote the Formation of a New Pattern of Western Development."
In fact, compared with short-term speculation, it is quite important to further promote the formation of a new pattern of western development and achieve high-quality development. Some experts pointed out that the western development is a major strategic decision made by the CPC Central Committee. The "Policy Measures" are more holistic and strategic, which will further promote the formation of a new pattern of western development, and the overall strength and sustainable development capacity of the western region will continue to be enhanced.
3) Consumer electronics
Following AI smart glasses, the market has turned its attention to the concept of folding screens, but this is obviously also a continuation of the concept of consumer electronics.
According to the news, recently, Huawei's three-fold screen mobile phone was "exposed" by Yu Chengdong. The three-fold folding mobile phone may become a new trend in the form of folding mobile phones. Previously, Honor officially announced that it will participate in the 2024 Berlin Consumer Electronics Show in Germany on September 5, and will officially launch flagship products such as the folding screen Magic V3 to the world.
Debon Securities believes that since June, many mainstream smartphone manufacturers have successively updated their foldable screen phones. As user pain points such as battery life, weight, and software adaptation are gradually resolved, foldable screen phones are expected to usher in a rapid growth phase.
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