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today, major financial stocks strengthened at one point and then fell back, and the three major indexes pulled back in the afternoon.the market was still bustling with hot stocks: shenzhen huaqiang, kesen technology, dazhong transportation, and laobaixing, all four stocks hit the daily limit. among them, shenzhen huaqiang hit the daily limit in the afternoon, and it has gone up 16 times in 17 days, with a cumulative increase of 377%; kesen technology hit the daily limit for 10 consecutive days; laobaixing hit the daily limit for 5 times in 6 days.

as of the close, the shanghai composite index fell 0.81%, the shenzhen component index fell 1.44%, the chinext index fell 1.7%, and more than 4,700 stocks fell. insurance, automobile, shipbuilding, and precious metals sectors led the gains, while photovoltaic, medical, consumer electronics, and energy metals sectors led the declines.

the three major indexes fell in the afternoon

the three major indexes fell unilaterally in the afternoon. what happened?

first, funds lifted financial heavyweight stocks today, but the volume did not increase significantly. financial large-cap stocks rose and fell, and a seesaw effect appeared. other hot sectors also experienced a correction. although there was news of brokerage mergers and acquisitions last night, the brokerage industry is currently facing many challenges. the semi-annual report shows that the 43 listed brokerages achieved a total operating income of 235.023 billion yuan in the first half of the year, a year-on-year decrease of 12.69%; the total net profit attributable to the parent company was 63.961 billion yuan, a year-on-year decrease of 21.92%.

second, the broad-based etfs that were active in the early stage today did not see a significant increase in trading volume in the afternoon. the market has paid more attention to broad-based etfs recently.

third, peripheral markets generally fell. major stock indices in the asia-pacific stock market closed down. the korean composite index closed down 1.21% at 2544.26 points, marking the fourth consecutive decline; the nikkei 225 index closed down 0.72% at 36391.47 points; the topix index closed down 0.9% at 2597.42 points, marking the fourth consecutive decline; the new zealand s&p 50 index fell 0.50% to 12615.51 points. major european stock indices opened lower, with the euro stoxx 50 index down 0.17%, the german dax index down 0.28%, the british ftse 100 index down 0.17%, and the french cac40 index down 0.08%.

fourth, the main contract of the container shipping index (european route) fell by more than 7% today, and once fell by more than 10% during the session. the index has continued to fall since the beginning of this year, due to the recent weakening of overseas demand, which has caused market concerns about the global economy.

the automobile sector led the gains

today, the automobile sector led the gains, with king long motors and jac motors hitting their daily limit at one point.

on the news front, on september 5, tesla's official account announced on social media that it expects to launch the fsd system in china and europe in the first quarter of 2025, but it is subject to regulatory approval. ping an securities research report stated that the introduction of fsd into china may become a catfish in the field of domestic autonomous driving, accelerating the implementation of high-end intelligent driving in china, and leading automakers or suppliers in the field of high-end intelligent driving will benefit more.

in addition, many places have recently introduced new policies on car replacement subsidies, aiming to promote new breakthroughs in car consumption, especially new energy car consumption. the beijing development and reform commission revealed that the subsidy for scrapping and updating cars will be raised to 20,000 yuan; shenzhen issued a document stating that the subsidy for replacing new energy cars worth more than 250,000 yuan will be 16,000 yuan; the latest subsidy policy for old-for-new cars in shanxi province has been released, with the subsidy for scrapping and updating fuel cars increased from 7,000 yuan to 15,000 yuan, and the subsidy for scrapping and updating new energy cars increased from 10,000 yuan to 20,000 yuan; hangzhou has launched a new car policy with a maximum subsidy of 12,000 yuan, and has relaxed the application conditions for indicators that have been "unsuccessful in the lottery for a long time".

according to preliminary statistics from the china passenger car association, from august 1 to 31, the new energy vehicle market retailed 1.015 million vehicles, setting a new historical high, a year-on-year increase of 42% and a month-on-month increase of 16%. the cumulative retail sales so far this year have reached 6.004 million vehicles, a year-on-year increase of 35%. from august 1 to 31, the national passenger car manufacturers wholesaled 1.051 million new energy vehicles, a year-on-year increase of 32% and a month-on-month increase of 11%. the cumulative wholesale sales so far this year have reached 6.613 million vehicles, a year-on-year increase of 30%.

overseas business is an important growth factor for new energy vehicles. seven new energy vehicle listed companies announced their overseas business revenue in the first half of the year, of which six achieved year-on-year growth, with gac group, changan automobile, and ankai bus increasing by more than 100%. byd's overseas business revenue reached 89.946 billion yuan, far exceeding that of listed companies in the same industry.

ofilm rises straight up

consumer electronics concept stocks rebounded partially in the afternoon, and ofilm rose sharply and hit the daily limit before falling back.

it is reported that ofilm has obtained more than half of the share of mobile phone lens modules for huawei mate70 series, while the previous expectation was 40%.

o-film is one of the main suppliers of huawei smartphones and smart cars. in the first half of 2024, o-film's revenue and net profit increased by 51% and 111% year-on-year respectively. o-film said that the company's business orders in the first half of the year increased compared with the same period last year, and the growth of operating income led to a year-on-year increase in net profit. at the same time, key technological breakthroughs and product applications were continuously achieved, and the revenue of high value-added products achieved a rapid year-on-year growth, and profitability improved.

(the market pictures in this article are from tonghuashun)