Comments on A-shares： On the closing day of the year, the three major indexes closed up across the board, and more than 4,300 shares in the two cities floated red.
Today ushered in the closing day of A shares in 2023, and the three major indexes collectively closed up. At the close, the Shanghai Composite Index rose by 0.68%, the Shenzhen Component Index rose by 0.89%, the Growth Enterprise Market Index rose by 0.63%, the Beizheng 50 rose by 2.48%, and the turnover of the Shanghai and Shenzhen stock markets was 822.6 billion yuan. More than 4,300 stocks in the two cities rose, and northbound funds sold a net of 566 million yuan throughout the day. From the perspective of the annual line, the Shanghai Composite Index fell by 3.7%, the Shenzhen Component Index fell by 13.54%, and the Growth Enterprise Market Index fell by 19.41%.
On the theme of the plate, the MicroLED concept, MR, PEEK materials and other plates led the gains; Port shipping, real estate development and other sectors are floating green.
On the disk, MR concept stocks rose across the board, (), () 20CM daily limit, (), (), () daily limit, () rose more than 10%; Photovoltaic concept stocks continued to rise, () 7 consecutive boards, (), (), (), () and other daily limit; PEEK material concept stocks strengthened in the afternoon, () daily limit, (), (), () and so on; The port shipping sector continues to be in the doldrums, and many stocks such as (), () and () float green.
Plate analysis:
Straight flush hot stock list:
Transaction review:
At 09: 25, A shares opened, the Shanghai Composite Index opened 0.13% lower, the Shenzhen Component Index opened 0.07% lower, and the Growth Enterprise Market Index opened flat.
At 09:27, the opening of photovoltaic concept stocks continued to be active, and Qingyuan’s daily limit recorded 7 consecutive boards. BC battery was the top gainer, and Saiwu Technology, () bid daily limit, () opened 12.26% higher, (), Haiyou New Materials, () and () opened higher in succession.
09:32 Media and game stocks rebounded at the beginning, with () and () rising by more than 6%, followed by (), () and ().
At 09:34, the tourism and hotel stocks initially rose, () rose by more than 5%, and (), (), (), (), () and so on followed.
At 09: 36, the CPO plate changed at the beginning of the session, () rose more than 8%, followed by (), (), (), Tengjing Technology, etc.
At 09:37, the UHV plate rose in early trading, with () 3 consecutive boards and Huijin Tong 2 consecutive boards, and (), () and () followed suit.
At 09: 39, the micro LED concept stocks rose at the beginning of the session, with the daily limit of Shenkonka A, (), Tian Yi, Lianjian Optoelectronics, () and () rising.
At 09: 42, Mr plate became active again. Tian Yi shares rose by over 10%, Wufang Optoelectronics rose by over 8%, and (), (), () and () followed suit.
09:56 Goer shares rose more than 5% in intraday trading, with turnover exceeding 1.1 billion yuan.
At 09:58, the national defense and military sector moved up, () rose by over 9%, followed by (), (), Mengsheng Electronics, () and so on.
10:00 According to () iFinD data, half an hour after the opening, the turnover of Shanghai and Shenzhen stock markets reached 251.3 billion yuan.
At 10:02 (), it hit the daily limit and recorded 8 consecutive boards, with a turnover exceeding 600 million yuan.
At 10: 11, Mr plate continued to strengthen, Goer shares hit the daily limit, Tian Yi shares reached the daily limit of 20CM, Wufang Optoelectronics reached the daily limit, Lianjian Optoelectronics rose more than 15%, and Smart Cube, Zhouming Technology and () rose over 7%.
At 10:25, Goer shares hit the daily limit, and the turnover exceeded 3 billion yuan.
At 10:42, the concept stocks of data elements fluctuated higher, and Chinese online rose by over 11%, (), (), () and () rose by over 5%, followed by (), Shensangda A, () and (). In the news, the National Data Bureau recently announced the launch of a three-year action plan (2024-2026) of "Data Elements X".
10:53 () Short-term pull-up, now up over 4%.
At 11:20, the Hang Seng Technology Index fell more than 1%, and the Hang Seng Index fell more than 0.4%.
At 13:10, beer concept stocks fell in the afternoon, () fell more than 6%, () fell more than 4%, (), () and so on.
At 13:11, the increase of domestic bonds in Longhu expanded in the afternoon. As of press time, "20 Longhu 04" and "22 Longhu 03" rose by over 9%, and "22 Longhu 04" rose by 8.34%.
At 13:13, the phosphorus chemical sector moved up, with () and () rising by more than 4%, followed by (), () and ().
At 13: 16, the concept stocks of PEEK materials rose in the afternoon, with Zhongxin Fluorescent Materials rising by over 7%, Fuheng New Materials rising by over 5%, Huami New Materials, Xinhan New Materials and () etc.
At 13:59 (), it rose by 27.77%, which was 30% higher than the opening price, triggering a temporary stop, and the intraday turnover exceeded 900 million yuan.
At 14:00, the Nikkei 225 index closed down 0.2% to 33,464.17 points; In 2023, the cumulative increase was 28.24%. Renesas Electronics has risen by about 115% this year, Tokyo Electronics by about 100%, Mitsubishi Corporation and Japan Exchange by over 60%, and Toyota Motor by 47%.
News:
1. Ministry of Commerce: Designate 2024 as the "Year of Consumption Promotion" and organize colorful consumption promotion activities.
According to the People’s Daily, Xu Xingfeng, director of the Department of Market Operation and Consumption Promotion of the Ministry of Commerce, said that the series of activities of "2023 Consumption Boosting Year" have achieved positive results, and the next step will be to set 2024 as the "Consumption Promotion Year" around promoting the continuous expansion of consumption. We will adhere to the "policy+activity" two-wheel drive, highlight key categories, festival seasons, etc., continue to organize a variety of consumption promotion activities, create more new scenes of business travel and cultural integration, and create a good consumption atmosphere.
2. Another state! Maine’s top election official eliminated Trump from the 2024 ballot.
According to Xinhua News Agency, election officials in Maine said on the 28th that former President Trump did not qualify for the party primary in the 2024 presidential election in the state.
3. Huachu. com: On January 2, 2024, the central reserve frozen pork was purchased and stored in rotation for 30,000 tons.
Huachu. com issued a notice on the matters related to the auction of the central reserve frozen pork on January 2, 2024. The auction of the storage and listing was 30,000 tons.
4, forced to empty! "Private witch" Li Bei: The end of the year and the beginning of the year are important times.
Li Bei, a "private witch", published the article "Forced to Empty" in Guanwei. The article mentioned that private placement, public offering, insurance and foreign investment do not have enough positions, and they all have performance benchmarks. After losing money for two or three years in a row, it has fallen more than the benchmark. If the rise can’t keep up, (they) can only be laid off. A week ago, Li Bei mentioned in the activity that leaning towards the end of this year and early next year is a very important change inventory. At the beginning of next year, everyone will start a new round of asset allocation, and they will re-evaluate to see who has a higher cost performance. Some smart money may re-enter China.
5. Huawei Hu Houkun: It is estimated that the sales revenue will exceed 700 billion yuan in 2023.
According to Huawei’s official micro-news, Hu Houkun, Huawei’s rotating chairman, said in his New Year speech that Huawei’s operation has basically returned to normal, and it is estimated that its sales revenue will exceed 700 billion yuan in 2023. In 2023, ICT infrastructure business remained stable, terminal business was better than expected, digital energy and cloud business achieved good growth, and the competitiveness of smart car solutions was significantly improved. Huawei firmly believes that digitalization, intelligence and low carbon are the most certain development trends, and will give full play to its comprehensive advantages and join hands with ecological partners to continuously provide customers with high-quality products and services. In 2024, we will work with partners to speed up the HarmonyOS of mobile applications, realize the historic leap of HarmonyOS’s ecology, and provide consumers with the ultimate experience of the whole scene.
6. The three-year action plan of "Data Elements X" (2024-2026) will be launched soon.
According to CCTV news, the National Data Bureau recently announced the launch of a three-year action plan (2024-2026) of "Data Elements X". Today (December 29th), the National Bureau of Data held a media briefing, and the relevant person in charge explained that China’s data output has accounted for 10.5% of the total global data. The new action of "Data Factor X" focuses on promoting the high-level application of data factors, promoting multi-scenario application, focusing on 12 fields such as industrial manufacturing, modern agriculture and trade circulation, promoting the multiplier effect of data factors in the industry, releasing the value of data factors and realizing economic scale. Relevant departments will promote the transformation of China’s advantages in data basic resources into new advantages in economic development through multiple safeguard measures such as improving data supply level, optimizing data circulation environment and strengthening data security.
7. Huawei’s smart brand will add the first model of "One World" or debut in the first half of next year.
According to Cailian, the third "boundary" under Huawei’s intelligent selection mode is about to surface after asking the boundary and the intellectual boundary. According to the 1865th Trademark Announcement of China National Intellectual Property Administration Trademark Office, Huawei Technologies Co., Ltd. recently transferred a number of "STELATO" trademarks to BAIC New Energy Automobile Co., Ltd., with the category of Class 12, and the transfer/transfer application has been approved. "Just like AITO and LUXEED, which correspond to the intellectual world and the intellectual world respectively, STELATO is the English name of Huawei and Beiqi Zhixuan brand." For the transfer of Huawei’s trademark, some insiders close to BAIC New Energy revealed to reporters that "the prototype of Huawei’s cooperation with BAIC’s smart selection model has come out and is positioned in medium and large pure electric cars, which is expected to be released in the first half of 2024."
8. Regulators investigate the implementation of the new securities lending regulations.
According to the China Securities Journal, it was learned in the industry that in order to understand the implementation of securities lending and refinancing securities lending transactions by industry institutions, the regulatory authorities recently conducted research within the industry. It is reported that the regulatory authorities have investigated whether the institutions have complied with the provisions of Article 1 of the Notice on Optimizing the Relevant Arrangements for Securities Margin Trading and Refinancing Securities Lending Trading issued on October 14-when investors sell securities by margin, the margin ratio of securities margin shall not be less than 80%. Among them, if the investor is a private equity investment fund, the margin ratio shall not be less than 100% when the securities are sold, and the margin ratio shall be adjusted, and the margin ratio shall be determined according to the differentiation of customer types.
9. Foreigners with a new permanent residence permit can open A-share accounts online, and the head broker has launched this function.
According to China, a number of brokers, including (), have officially launched the online account opening function for foreigners with the new permanent residence permit, and such people can handle the A-share securities account opening business by themselves without leaving home. The reporter was informed that previously, the Beijing Securities Regulatory Bureau issued a notice requiring brokers within its jurisdiction to complete the adaptation transformation of the new version of the permanent residence permit for foreigners before the end of December 2023, so as to realize the compatibility and use of the old and new versions of the permanent residence permit, and ensure that the holder can use the permanent residence permit as an identity document, handle securities and futures transactions normally, subscribe for and redeem investment fund shares and other related businesses, and further enhance the effectiveness of the convenient application of the permanent residence permit. On December 1, 2023, the National Immigration Bureau officially launched the issuance of a new version of the permanent residence permit for foreigners, which is closer to the technical system of resident ID cards, requiring it to converge with the application scenarios of resident ID cards and the application results to approach.
10. Eight departments: By 2027, the penetration rate of digital R&D design tools and the numerical control rate of key processes in industrial enterprises will exceed 90% and 70% respectively.
Eight departments, including the Ministry of Industry and Information Technology, issued guidance on accelerating the transformation and upgrading of traditional manufacturing industries. It is mentioned that by 2027, the development level of high-end, intelligent, green and integrated traditional manufacturing industry will be significantly improved, the proportion of effectively supporting manufacturing industry will remain basically stable, and its position and competitiveness in the global industrial division of labor will be further consolidated and enhanced. The penetration rate of digital R&D design tools and the numerical control rate of key processes in industrial enterprises exceeded 90% and 70% respectively, and the intensity of industrial energy consumption and carbon dioxide emission continued to decline. The water consumption per 10,000 yuan of industrial added value decreased by about 13% compared with 2023, and the comprehensive utilization rate of bulk industrial solid waste exceeded 57%.
11. Eight Departments: Explore the construction of regional artificial intelligence data processing centers to promote artificial intelligence to empower traditional manufacturing industries.
Eight departments, including the Ministry of Industry and Information Technology, issued guiding opinions on accelerating the transformation and upgrading of traditional manufacturing industries. The opinions mentioned that regional artificial intelligence data processing centers should be explored, and services such as () processing and development of generative artificial intelligence tools should be provided to promote artificial intelligence to empower traditional manufacturing industries. Explore organizational forms such as platformization and networking, develop virtual parks and clusters across physical boundaries, and build a new industrial digital ecology that combines reality with reality.
12. JD.COM’s retail salary is raised by 100%? People close to JD.COM responded: The news is true.
According to the China Securities Journal, in response to the news that "JD.COM’s retail salary increase and performance incentives are not capped", insiders close to JD.COM responded to the reporter: "The news is true." The reporter learned that since January 1, 2024, all online business personnel in JD.COM retail have been added to the fixed salary from the original monthly performance salary and the floating year-end bonus, enjoying the fixed year-end bonus of four times the monthly salary, and the adjusted annual fixed salary has increased by nearly 100%. In addition, the Boss unit of the business carries out additional performance improvement points according to the year-on-year improvement rate, and can obtain performance incentives without capping. The proposal will be announced by each business department in January 2024.
13. Announcement of the State Council Customs Tariff Commission on Issuing the Import and Export Tariff of People’s Republic of China (PRC) (2024)
According to the Regulations of People’s Republic of China (PRC) on Import and Export Tariffs and relevant regulations, the Import and Export Tariff of People’s Republic of China (PRC) (2024) is hereby promulgated, and shall come into force as of January 1, 2024. Where there are other provisions in laws and administrative regulations on the adjustment of import and export tariff items and tax rates, such provisions shall prevail.
14. The State-owned Assets Supervision and Administration Commission of the State Council organized a symposium on the performance of duties by shareholders of central enterprises with diversified shares.
According to the website of SASAC, recently, the Capital Bureau of the State Council SASAC organized a symposium on the performance of shareholders of central enterprises with diversified shares by video. The meeting reported the performance of shareholders’ duties of the State Council SASAC in 2023. Eight enterprises, including China Hangfa, exchanged excellent experiences and typical practices in the work of shareholders’ meeting based on their actual work. The meeting fully affirmed the progress and achievements made by the central enterprises with diversified shares in improving the system, standardizing the operation of shareholders’ meetings, strengthening the cooperation of shareholders and strengthening the support for performing their duties, deeply analyzed the existing problems and deficiencies, and put forward relevant requirements for improving and strengthening the work of shareholders’ meetings. About 70 responsible comrades from relevant departments of China Chengtong and China Guoxin, the secretary of the board of directors of central enterprises with diversified shares and the responsible comrades of shareholders’ performance departments attended the meeting.