news

the strongest sector of a-shares this year is back: all stocks rose, and 0 stocks fell

2024-09-05

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

in the morning trading today, a-shares rebounded slightly, large-cap blue-chip stocks were slightly weak, the shanghai composite 50 index hit a new low, small-cap growth stocks were slightly strong, and the chinext index and the science and technology innovation 50 index both rose by more than 1% during the session. more stocks rose than fell in the two markets, and trading volume showed a trend of further shrinking.

on the market, public transportation, digital currency, online games, real estate and other sectors have seen the largest gains. the sectors with the largest declines include oil, coal, chemicals, and electricity.

public transportation returns to prominence

the strongest sector this year, public transportation concept, has surged again today after more than a month of adjustment, with the sector index soaring by more than 7% at its highest. previously in july, the sector as a whole soared by more than 100%.

today, the constituent stocks of the yangtze river public transport index rose across the board again: none of the 8 stocks fell. dazhong transportation and jinjiang online rose strongly to the daily limit, while jiangxi changyun, fulin transport, and shentong metro were among the top gainers.

at the guizhou digital expo recently, luobo kuaipao said that many cities have contacted luobo kuaipao and expressed their hope to become pilot cities. next year, luobo kuaipao may conduct large-scale pilot projects in 3 to 5 cities.

in recent years, my country has successively introduced a number of policies to support autonomous driving, including the "notice on the pilot work of access and road passenger service for intelligent connected vehicles", the "guidelines for autonomous driving vehicle transport safety services (trial)", and the "notice on the pilot work of intelligent connected vehicle "vehicle-road-cloud integration" application". many provinces and cities have formulated or initiated local legislation related to autonomous driving.

according to incomplete statistics from wind data, as of now, 54 provinces, cities and districts across the country have issued normative documents on open roads and demonstration applications. among them, 28 cities support commercial exploration of autonomous driving, and 24 cities support unmanned autonomous driving testing. cities such as beijing, chongqing, shenzhen, and wuhan have already carried out unmanned commercial pilot demonstrations of autonomous driving.

the ministry of human resources and social security released a list of 19 new occupations, and "autonomous driving safety officer" is prominently listed. recently, many companies such as luobo kuaipao, pony.ai, didi, and xiaomi auto have posted a large number of recruitment information for autonomous driving safety officers on recruitment platforms.

the hong kong automotive technology and research center (apas) also announced recently that the "5g autonomous driving service pilot project in residential parks" led by the center has been approved for a vehicle driving license after nearly two years of careful preparation and technical research including high-definition map collection, artificial intelligence algorithm development, simulation testing, on-site debugging and the most important safety testing. residents of fairview garden in yuen long district, hong kong will begin to take automatic shuttle buses on the inner loop of the housing estate.

ark invest, a well-known us investment company, is firmly optimistic about the self-driving taxi industry, believing that self-driving taxis may be the most influential innovation in history. it is expected that the global market size will reach 26 trillion us dollars by 2030.

cinda securities stated that the end-to-end rapid iteration represented by tesla is expected to bring about a new round of industrial revolution in intelligent driving. autonomous driving capabilities will rebuild the competitive barriers of automakers. data + computing power will become the core competitive factors. leading automakers or suppliers will be able to master more and better "data" and stronger and faster "computing power". excellent intelligent driving capabilities are expected to enhance sales conversion and ultimately strengthen the "matthew effect" of automakers. the era of leading automakers becoming stronger is coming.

digital currency continues to benefit

the digital currency concept opened sharply higher in the morning, and the sector index rose by nearly 5% at one point during the session, hitting a one-month high, and half-day trading exceeded yesterday's full-day trading.

chuangshi technology opened with a 20% daily limit, and shensi electronics opened high and closed at 20cm in just about 5 minutes. more than 10 stocks including feiteng chengxin and hengbao shares hit the daily limit or rose by more than 10%.

recently, the concept of digital currency has continuously catalyzed events.

from september 12 to 16, the "2024 china international fair for trade in services financial services special topic" will be held in beijing. china construction bank will set up a digital rmb exhibition area with the theme of "meet the 'ccb' digital rmb and write a new chapter in finance". the development results of china construction bank's digital rmb business will be displayed through physical displays and scene experiences.

yesterday, taobao announced plans to add wechat payment capabilities and gradually open them to all taobao and tmall sellers. in response, wechat payment said that it is currently in the process of adapting functions with taobao platform merchants. both wechat payment and alipay have joined the digital rmb acceptance network.

in addition, according to the chongqing branch of the people's bank of china, the chongqing branch of china construction bank recently successfully completed a cross-border settlement transaction under a goods trade item of rmb 275,100 through the "multi-cbdc bridge", achieving a breakthrough in chongqing's digital rmb cross-border business.

the fuzhou municipal financial work office also recently released the "fuzhou digital rmb pilot three-year (2024-2026) action plan (draft for review)", proposing to promote the digital rmb pilot in 13 fields including business, culture and tourism.

data from the people's bank of china shows that the scope of the digital rmb pilot has been expanded to 26 regions in 17 provinces (cities), and has been widely promoted and applied in wholesale and retail, catering, culture and tourism, education and medical care, public services, urban governance and other fields, and has launched prepaid fund management, supply chain finance, credit services, small and micro enterprise services and other products based on digital rmb smart contracts. as of the end of may this year, the cumulative transaction amount of digital rmb reached 6.6 trillion yuan, a significant increase of 7.3 times compared with 2023.

citic securities pointed out that the promotion of digital rmb e-cny will bring about the demand for the construction of software and hardware in the industrial chain, the transformation and replacement of payment equipment and acceptance terminals, and the manufacturing of hard wallets. it is recommended to pay attention to new guodu, uboxun, gd yuntong, chutianlong, desheng technology, tianyu information, xinkaipu, zhengyuan wisdom, etc. for the construction of commercial bank systems, yuxin technology and changliang technology are recommended, and it is recommended to pay attention to shenzhou information, tianyang technology, beijing north, etc. for security technology, it is recommended to pay attention to xin'an century, digital certification, geer software, and guardian, etc.