news

1. [review of the early trading session]

cailianshe reported on september 18 that the market fluctuated and adjusted in the early trading, and all three major indexes fell slightly. on the market, lithography machine concept stocks collectively rose sharply, with tongfei co., ltd., wavelength optoelectronics, haili co., ltd., and zhangjiang hi-tech co., ltd. hitting the daily limit. state-owned enterprise reform concept stocks were partially active, and baobian electric once staged a "ground-to-sky board". more than 10 stocks such as ruitai technology, dalian thermal power, and longgao co., ltd. hit the daily limit. insurance stocks strengthened again, and china life insurance hit a new high this year. hongmeng concept stocks once surged, and changshan beiming and guohua network security hit the daily limit. on the decline, folding screen concept stocks began to adjust, and dafu technology fell by more than 10%. overall, more stocks fell than rose, and nearly 4,600 stocks fell in the entire market. the half-day turnover of the shanghai and shenzhen stock markets was 292.8 billion, a decrease of 31.3 billion from the previous trading day. as of the close, the shanghai composite index fell 0.05%, the shenzhen component index fell 0.55%, and the chinext index fell 0.39%.

looking at individual stocks, a total of 20 stocks hit the daily limit in today's morning session (excluding st and unlisted new stocks), with a limit-up rate of 82%. there were 3 stocks that hit the daily limit for four consecutive days, including the restructuring concept stock shuangcheng pharmaceutical, which hit the daily limit for four consecutive days, and the state-owned enterprise reform concept stocks datang telecom and dalian thermal power, which hit the daily limit for two consecutive days.

in the sector, lithography equipment concept stocks strengthened, tongfei co., ltd., wavelength optoelectronics, optoelectronics, kaimet gas, and zhangjiang hi-tech co., ltd. hit the daily limit, while xinlai materials, lanying equipment, maolai optics, and sudawei ge ranked among the top gainers. on the news front, the ministry of industry and information technology issued the "guidelines for the promotion and application of the first major technical equipment (2024 edition)". among them, under the catalog of electronic special equipment, integrated circuit production equipment includes argon fluoride gkj, light source 193 nanometers, resolution ≤65nm, and overlay ≤8nm.

the insurance sector continued its recent strength, with china life insurance rising by more than 3% to set a new high, and other stocks such as china pacific insurance, ping an insurance of china, and tianma group following suit.

northeast securities said in a recent research report that from the perspective of life insurance business, with the further reduction of product scheduled interest rates in september, demand exploded in august, driving a substantial increase in monthly premium income, significantly improving the performance of insurance companies' liabilities. at the same time, as the scheduled interest rates of participating insurance and universal insurance products are gradually reduced, product demand will remain at a high level. from the perspective of property insurance business, premium income has performed steadily, and the three listed insurance companies have maintained positive growth since 2024.

concept stocks of state-owned enterprise reform and restructuring were repeatedly active. baobian electric once staged a "ground-to-ceiling board", while stocks such as datang telecom, dalian thermal power, ruitai technology, and longgao shares hit the daily limit.

on the news front, on september 13, the general department of system reform of the national development and reform commission issued a notice, emphasizing that it will deepen the reform of state-owned enterprises, promote the original innovation system arrangement, and the reform of state-owned capital investment and operation companies. this move is aimed at promoting the common development of different ownership economies, stimulating the vitality of business entities, and promoting the complementarity of economic advantages. as the reform of state-owned enterprises gradually enters the deep water zone, the capital market has formed a number of investment themes. the relevant concepts of central state-owned enterprise reform involve security, scientific and technological innovation and digital transformation, infrastructure construction, strategic restructuring and integration, etc.

hongmeng concept stocks once surged, changshan beiming, guohua network security, dingxin communications hit the daily limit, and philips, jin modern, changhong meiling and other stocks followed suit.

on the news front, at the 2024 china international fair for trade in services forum held recently, chen xinxin, general manager of huawei's hongmeng industry solutions, revealed that huawei's "pure-blooded" hongmeng system harmonyos next, which is fully independently developed, natively secure, and natively intelligent, will launch its official version at the end of september this year.

on the whole, the differentiation between large and small stocks in the market in the morning today has intensified again. if we only look at the index, the overall fluctuation is not large, and it continues to fluctuate in a narrow range near the flat line. however, at the level of individual stocks, there is a general decline, with nearly 4,600 stocks falling, and the volume has further shrunk compared with before the holiday. back to the market, the concept of lithography machine opened sharply stronger due to the fermentation of holiday news, and the concept of state-owned reform and reorganization continued to be active, showing an overall trend of bottoming out and rebounding. among them, the core target baobian electric once staged a "ground-sky board". in addition, the insurance sector continued its recent strength and also played a certain supporting role in the index. in addition to the above directions, the market is still dominated by weak consolidation. therefore, in the market environment of stock game, the operation difficulty is still relatively large. you can wait for the market to show a real signal of strengthening before following the market or you may have a higher winning rate.

midday daily limit analysis chart

2. [market news focus]

1. cailianshe reported on september 18 that after guangzhou huadu buyers enjoyed the "quasi-hukou" treatment, another peripheral area of ​​guangzhou, nansha district, has also recently spread the news that "buying a house will allow you to settle down". in addition, "lifting purchase restrictions" is also among the rumors. although the official has not yet publicly confirmed the authenticity of the above-mentioned real estate policy adjustments, at the forefront of real estate sales, real estate agents and sales office staff said that the policy is already being implemented. (yicai)

2. cailianshe reported on september 18 that the central bank conducted a 7-day reverse repurchase operation of 568.2 billion yuan today, with a winning rate of 1.70%, the same as before. the central bank also announced that the mlf due today will be renewed on september 25. today, 487.5 billion yuan of reverse repurchase and 591 billion yuan of mlf expired.