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in today's morning session, a-shares continued to rise strongly, with blue-chip stocks performing the best. the csi 50 index rose by more than 1%, while the shanghai composite index once again broke through 2,900 points and the shenzhen component index also broke through 8,600 points at one point.

on the market, sectors such as real estate, brewing, steel, and humanoid robots led the gains, while sectors such as shipping, electricity, gas and heating supply, and water supply made slight adjustments.

in terms of hong kong stocks, the hang seng index continued its upward trend, rising by more than 2%, and the hang seng tech index soared by more than 4%.

among them, bilibili rose more than 8%, jd.com-sw, xpeng motors-w, and baidu group-sw rose more than 6%, and alibaba-w also rose more than 5%.

in the asia-pacific market, japanese and south korean stock markets also rose across the board.

steel stocks continue to rise

steel stocks have been rising sharply in recent days, and today the overall increase was nearly 3% again, reaching a new high in nearly two months. zhongnan shares opened with a daily limit, closing for the fourth consecutive day, and the stock price reached a new high in nearly seven months; xining special steel and benxi steel plate both rose vertically to the daily limit during the day, and both rose for the second time in three days. valin steel and other stocks ranked among the top gainers.

steel stocks are one of the sectors with the most serious price-to-book ratio in the a-share market. even after the recent continuous surge, as of today's midday close, 32 of the 59 steel stocks still have share prices below net assets per share, more than half. the lowest price-to-book ratios of angang steel co., ltd. and xinsteel co., ltd. are only 0.38 times.

recently, the china securities regulatory commission issued "guidelines for the supervision of listed companies no. 10 - market value management (draft for comments)", which mentioned that companies with long-term negative net assets should disclose valuation enhancement plans, including goals, deadlines and specific measures, and make special explanations on the implementation of valuation enhancement plans in the annual performance briefing.

steel stocks are still the sector with more 1 yuan stocks. currently, there are 8 stocks with a price below 2 yuan, with the lowest being chongqing steel at only 1.15 yuan. the median price of all steel stocks is only about 3.9 yuan.

since the beginning of this year, many steel listed companies have announced plans to increase their holdings as their share prices approached the par value of 1 yuan. for example, in june, shandong steel's lowest price fell to 1.12 yuan, and then it announced that the controlling shareholder shandong iron and steel group planned to spend 500 million to 1 billion yuan to increase its holdings in the company.

jiugang hongxing and chongqing iron and steel also announced plans to increase their holdings and repurchase shares at a critical moment when their share prices were about to fall below 1 yuan. jiugang hongxing's controlling shareholder jiuquan iron and steel group plans to spend 100 million to 200 million yuan to increase its holdings in the company; chongqing iron and steel disclosed that it plans to repurchase the company's shares with 50 million to 100 million yuan.

in addition, with the economic recovery, the steel industry is also gradually improving. according to the latest survey data from lange steel network, in the first three weeks of september, the average blast furnace operating rate of 100 small and medium-sized steel companies nationwide was 75.2%, up 0.9 percentage points from august; the average daily output of molten iron of 201 production companies nationwide was 2.162 million tons, an increase of 9,000 tons from the average value of august.

minsheng securities pointed out that under the promotion of policies such as "stabilizing growth" and "replacing old with new", my country's steel demand is expected to remain stable in the long term. as the manufacturing industry continues to develop, the proportion of steel consumption will increase year by year, among which high-barrier, high-value-added high-end steel products will benefit the most. the shortage of raw materials has been alleviated, and the profits of the steel sector are expected to rebound in the future, especially the continuous increase in the proportion of high-end varieties of leading enterprises will further increase profits.

humanoid robots explode

the concept of humanoid robots exploded in the morning, and the sector index once rose by more than 3% during the session, reaching a new high in nearly a month. shuanglin shares rose by 20%, and the stock price hit a new high in nearly four years. since the low point in february, the cumulative increase was nearly 200%; yijiahe and junchuang technology also rose by more than 10%.

on the news front, zhejiang recently issued the "implementation plan for the innovation and development of the humanoid robot industry in zhejiang province (2024-2027)", which proposes to strive to achieve an annual output of 20,000 humanoid robots in zhejiang province by 2027, with the scale of the core industry reaching 20 billion yuan and the scale of related industries reaching 50 billion yuan.

in addition, tencent recently announced a humanoid robot named "xiaowu", whose lower limbs are a composite design of "four legs + wheeled feet". tencent robotics x lab said that the scene positioning of the "xiaowu" robot is compatible with the human living environment. in the human living environment, common terrain environments include grass, flat land, slopes, curbs, and stairs. on flat land and slopes, the most efficient movement is wheeled, and stairs are more suitable for footed movement, so the wheel-foot combination was conceived.

according to the data from ccid research institute, the humanoid robot industry in china will enter a period of explosive growth in 2023, with the industry scale growing to 3.91 billion yuan, a year-on-year increase of 85.7%. driven by government guidance and investment, the humanoid robot industry will continue to grow rapidly in 2024 and 2025. it is expected that the scale of the humanoid robot industry in china will exceed 20 billion yuan in 2026.

at this year's "first china humanoid robot industry conference", the "humanoid robot industry research report" jointly released by various institutions is more optimistic, predicting that the chinese humanoid robot market will be about 2.76 billion yuan in 2024, and will reach 75 billion yuan by 2029, accounting for 32.7% of the world's total, and is expected to reach 300 billion yuan by 2035. the growth rate will exceed 100 times in the next 10 years.

shanghai securities said that in august and september, the industry welcomed intensive catalysis, the development of the humanoid robot industry chain has further accelerated, and the entry of humanoid robots into industrial scenarios has become a highly certain application trend at home and abroad. the humanoid robot industry chain is currently in a stage of accelerating from "0-1" to "1". 2024 is the first year of commercialization of humanoid robots. it is recommended to pay attention to the domestic parts manufacturers that benefit.