news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

today, a-shares continued to rise strongly. discussions about #a-shares return to 3,000 points# and #a-share turnover exceeds one trillion for two consecutive days# quickly became hot searches on weibo.

blue-chip stocks led the market, with the shanghai composite index rising by more than 4.69%, a four-month high. the shanghai composite index also rose by more than 100 points, breaking through the 3,000-point mark. important stock indices such as the shenzhen component index, the chinext index, and the science and technology innovation 50 index also hit new stage highs. nearly 5,000 stocks in the two markets rose, with a turnover of 1.1664 trillion yuan, a five-month high.

on the market, all industry sectors rose again without any decline, with the brewing, real estate, hotel and catering, and daily chemical sectors leading the gains.

wind real-time monitoring data shows that all shenwan first-level industries have once again seen net inflows of major funds. the non-bank financial industry received a net inflow of more than 14.6 billion yuan of major funds, the food and beverage industry also received a net inflow of more than 11.6 billion yuan, banks, real estate, and electronics all received a net inflow of more than 6 billion yuan, and household appliances and computers received net inflows for seven consecutive days.

looking ahead, cicc said that after experiencing a volatile correction since late may, the a-share market sentiment has rebounded significantly recently, boosted by the state council's package of policies to stabilize growth, the market and expectations. the market performance may have twists and turns after a short-term surge, but the rebound is still expected to continue.

positive policies help boost investor confidence, and the current a-shares also show obvious bottoming characteristics in terms of technical indicators such as trading volume, turnover rate, capital, and valuation. the release of relevant institutional rules in the future will help further improve the basic institutional system of the capital market, promote the role of market functions, and help promote the high-quality development of the capital market.

cicc pointed out that the release of the draft market value management guidelines not only summarizes and promotes the policy guidance and requirements for market value management of listed companies represented by central enterprises in the form of a document, but also responds to investors' demand for listed companies to carry out market value management, and aims to further guide listed companies to improve their investability and enhance investor returns.

on the basis of clear definitions and clarification of the obligations of relevant entities, special mention is made of two types of companies, namely "major index components" and "long-term negative net asset value stocks", which require the formulation of clear market value management systems and valuation enhancement plans. investors are advised to pay attention.

in terms of hot spots, real estate stocks rose unilaterally today, with the sector index soaring by more than 8%, closing higher for the 10th consecutive day and setting a four-month high.

individual stocks within the sector saw a surge in daily limit prices, with more than 30 stocks including greenland holdings, poly developments, china merchants shekou, and vanke a hitting the daily limit. among them, sunshine holdings hit the daily limit for three consecutive days, and hefei urban construction and financial street both hit the daily limit for two consecutive days.

industries closely related to real estate, such as building materials, equal rights to rent and purchase, property management, and construction, also followed the surge. oriental yuhong, 51home, weixing new materials, and jianlang hardware all closed the board.

the hong kong stock market's real estate sector also rose sharply, with the hang seng mainland property index surging by more than 13%, the largest single-day increase in two and a half years. the hang seng property services management index also surged by more than 10% during the session.

many stocks such as shimao group and kwg group rose by more than 30%, while longfor group, cifi holdings group, and vanke group rose by more than 20%.

on the news front, today, the political bureau of the cpc central committee held a meeting to analyze and study the current economic situation and deploy the next economic work. the meeting emphasized that it is necessary to promote the real estate market to stop falling and stabilize, strictly control the increase in commercial housing construction, optimize the stock, improve the quality, increase the loan issuance of "white list" projects, and support the revitalization of idle land. it is necessary to respond to the concerns of the people, adjust the housing purchase restriction policy, reduce the interest rate of existing mortgage loans, and speed up the improvement of land, fiscal and taxation, and financial policies to promote the construction of a new model of real estate development.

citic securities said that among the real estate-related indicators, the one with the highest certainty of recovery is transaction volume, while housing prices, development investment and completed area still have relatively large uncertainties. in addition, the transaction volume recovery certainty of the existing housing market in core cities is higher than that of the overall market. therefore, in terms of the industrial chain, brokerage service companies are the most optimistic.