2024-09-26
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low-priced stocks: there was a saying in the market in the past that the early stage of a big market trend is to eliminate low-priced stocks.
stocks with negative net worth: the china securities regulatory commission recently solicited public opinions on the "guidelines for the supervision of listed companies no. 10 - market value management (draft for comments)", which requires that companies with negative net worth for a long time should disclose valuation improvement plans, including goals, deadlines and specific measures, and make special explanations on the implementation of valuation improvement plans in the annual performance briefing.
individual stocks of central state-owned enterprises: a new round of integration is taking place in the field of central state-owned enterprises.
then,the three major attributes are superimposed.low-priced stocks + stocks with negative net value + central state-owned enterprises have become a main theme of the market recently. among them, the steel and real estate sectors performed the best.this morning, these two sectors continued to surge, with zhongnan shares, bengang plates, shenzhen shenfang a, airport shares, financial street and many other stocks hitting the daily limit. zhongnan shares ushered in four consecutive daily limits, with the latest closing price of 2.61 yuan.
among the stocks that hit the daily limit this morning, a large portion of them closed at around 3 yuan. among them, the closing price of yatai group, which hit the daily limit for four consecutive days, was 1.56 yuan.
citic securities' latest viewpoint indicates that the csrc has successively issued documents such as market value management guidelines and opinions on mergers and acquisitions of listed companies, continuing the previous "1+n" policy of capital market reform. on the one hand, the document focuses on major index component companies and companies with long-term negative net assets. considering that the market value of companies with long-term negative net assets accounts for more than 20%, it is expected that the market value management actions of related companies may continue to accelerate; on the other hand, the document focuses on supporting new quality productivity and industrial integration, and emphasizes supporting policies such as optimizing payment and pricing tolerance. combined with the requirements of the state-owned assets supervision and administration commission to optimize the layout of state-owned capital, it is recommended to focus on the m&a opportunities of central state-owned enterprises in new industries.
a-shares diverge, consumer goods strengthen
this morning, the three major a-share indices collectively surged higher during intraday trading, with the shanghai composite index rising by more than 1% at one point. as of close, the shanghai composite index rose 0.64%, the shenzhen component index rose 0.55%, and the chinext index fell 0.22%.
the liquor sector exploded in the morning, with stocks in the sector rising across the board, driving consumer stocks to strengthen. "moutai, wuliangye and luzhou laojiao" collectively rose sharply, and recently staged a rare continuous rise. kweichow moutai rose 3.35% in the morning, and the cumulative increase in the past three trading days exceeded 14%. the stock price has recovered the previous decline and returned to the consolidation platform in august. luzhou laojiao rose 6.92% in the morning, and wuliangye rose 3.94%.
according to the latest wholesale reference price disclosed by today's wine price, the price of a loose bottle of 2024 feitian moutai is 2,240 yuan/bottle, an increase of 40 yuan from the previous day; the price of an original box of 2024 feitian moutai is 2,350 yuan/bottle, an increase of 30 yuan from the previous day.
on september 25, the shanghai development and reform commission introduced that in order to implement the relevant policies of the state and shanghai to promote service consumption, the shanghai municipal government recently reviewed and approved the "service consumption voucher issuance plan of our city", and decided to issue "happy shanghai" service consumption vouchers to four fields, including catering, accommodation, movies, and sports. according to reports, this round of service consumption vouchers invested 500 million yuan in municipal fiscal funds. according to the proportion of consumption in each field and the needs of citizens, the voucher funds are allocated as follows: 360 million yuan for catering, 90 million yuan for accommodation, 30 million yuan for movies, and 20 million yuan for sports.
on september 23, zhao chenxin, deputy director of the national development and reform commission, said that in terms of the trade-in of consumer goods, the national development and reform commission, together with the ministry of finance, comprehensively considered factors such as the permanent population, regional gdp, and the number of cars and home appliances in each region to reasonably determine the scale of financial support. the 150 billion yuan of national debt funds for the trade-in of consumer goods have been fully allocated to local governments since the beginning of august. so far, all 10 measures to support large-scale equipment renewal and trade-in of consumer goods have been launched, and local governments have also introduced a series of detailed implementation measures.
shuangcheng pharmaceuticals has achieved 10 consecutive gains
this morning,shuangcheng pharmaceutical hit the daily limit in the first second of opening, ushering in the 10th consecutive limit。
the company's latest announcement stated that it is planning a major asset reorganization. the company intends to purchase 100% of aola shares by issuing shares and paying cash, and intends to issue shares to no more than 35 specific investors to raise matching funds. the audit and evaluation of this transaction have not yet been completed, and the specific transaction price of this transaction has not yet been determined. this reorganization still needs to go through the necessary internal decision-making procedures and must be approved by the competent regulatory authorities before it can be officially implemented. there is uncertainty as to whether it can be successfully implemented in the end.
it is worth mentioning that shuangcheng pharmaceutical has hit the daily limit for 10 consecutive trading days, tying shenzhen huaqiang’s 10 consecutive daily limits some time ago. this is also the longest consecutive daily limit record for a-shares in recent times.
previously, in april, laisen tongling and watson technology both stopped at 9 consecutive boards. the record of "consecutive boards" in a-shares so far this year is jointly set by ai ai precision and kelai electromechanical. in february, kelai electromechanical achieved 13 consecutive boards (february 1-february 27), with a cumulative increase of 245.37% during the period. in march, ai ai precision also achieved 13 consecutive boards (march 5-march 21), with a cumulative increase of 245.29% during the period. in addition, in early august, the concept of commercial aerospace continued to be active, and tenda technology also achieved 11 consecutive boards.