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On May 30, the Shanghai index bottomed out in the morning, and the afternoon strong shock rose, closing up 0.6%; the Shenzhen Component Index and the ChiNext Index both rose, up more than 1%; nearly 3,000 stocks in the two cities rose, with more than 100 stocks rising by more than 9%. Northbound funds accelerated their fundraising at the end of the day, with a net purchase of more than 7 billion yuan throughout the day, and a total net purchase of more than 10 billion yuan in the past two days.
The Hong Kong stock market also performed strongly today, with the Hang Seng Index rising more than 2% to break through 21,000 points, and the Hang Seng Technology Index surging nearly 4%; in individual stocks, Li Ning, Haidilao and Bilibili rose more than 10% intraday, China Resources Beer rose more than 8%, and JD Group and Meituan rose about 7%.
Major Asia-Pacific stock markets closed higher across the board, with the Nikkei 225 up 2.19% at 27,369.43 points; the Korea Composite up 1.2 percent at 2,669.66 points; australia's S&P 200 up 1.45 percent at 7,286.6 points; and New Zealand's NZX50 up 0.73 percent at 11,145.5 points.
In the A-share market, the consumer sectors such as brewing, tourism, and automobiles collectively rose, while the coal, real estate, securities companies, banks and other sectors were weak; the reform of central enterprises, Shanghai free trade, automotive chips, hydrogen energy and other themes performed brightly. In terms of individual stocks, Zhongtong Bus won 12 consecutive boards, Tsingtao Beer once rose and stopped, Wuliangye rose by more than 5%, and Zhongshi Shares and Zhongshui Fishery Plate "dived".
In terms of international hotspots, due to the heavy rainfall in the northeast of Brazil, floods and landslides occurred in the northeastern Brazilian state of Pernambuco, which had caused 84 deaths as of the evening of the 29th local time, another 56 people were missing, and 3957 people were forced to evacuate. Pernambuco Governor Paul Camara reported the above figures at a press conference on the 29th. He said 14 cities in the state, including Recife and Olinda, have entered a state of emergency since heavy rainfall on May 25.
In addition, the German Ministry of Finance announced on May 29 local time that Germany has agreed to amend the constitution to allow the use of 100 billion euros of special defense funds.
The progress of state-owned enterprise reform is expected to accelerate the outbreak of concept stocks
The concept of central enterprise reform broke out, and as of the close, more than 20 shares of Harbin Welding Huatong, Jinkong Power, Baobian Electric, Jinxi Axle, and Star Power rose and stopped.
Some analysts pointed out that the quality improvement plan of listed companies of central enterprises was released, and local state-owned enterprises are expected to follow.
On May 27, the State-owned Assets Supervision and Administration Commission of the State Council issued the "Work Plan for Improving the Quality of Listed Companies Controlled by Central Enterprises", which requires greater professional integration through asset restructuring and equity replacement, etc., to promote the convergence of high-quality resources to listed companies of central enterprises; to support revitalization through absorption and merger, asset restructuring, cross-market operation, etc., or to withdraw through gratuitous transfer, equity transfer, etc., to further focus on the main business and advantageous areas. In addition, the State-owned Assets Supervision and Administration Commission recently said at the special promotion meeting on deepening the reform of state-controlled listed companies and striving to be a three-year action model for the reform of state-owned enterprises that it is necessary to continue to increase the injection of high-quality assets into listed companies, and the group companies should systematically sort out the unlisted and listed resources, and gradually inject the existing unlisted high-quality assets into the listed companies in a planned way in light of the actual situation, and if necessary, they can also be listed separately.
Ping An Securities pointed out that the reform of state-owned enterprises has been advanced in depth, and listed companies of central enterprises have played a pioneering and exemplary role. First, it is recommended to pay attention to high-quality leading central enterprises, bigger and stronger, but also expected to further increase the return to investors. The second is to pay attention to state-owned enterprises where the asset securitization rate is expected to rise further. The third is to pay attention to the technological and low-carbon transformation of state-owned enterprises, as well as the industrial chain opportunities of related manufacturing industries.
The concept of Shanghai free trade has risen strongly, and Pudong Construction has risen and stopped
As of the close, Pudong Construction, Yangtze River Investment, COSCO And Other Cosco Shipping Co., Ltd. rose and stopped, and Shenda Shares, Shanghai Materials and Trade, Pudong Jinqiao, etc. rose by more than 7%.
On the news side, the Shanghai Municipal Government issued an action plan to accelerate economic recovery and revitalization on the 29th, proposing 50 new policies to help enterprises bail out. Among them, Shanghai will have heavy measures in terms of resumption of work and production, automobile consumption, real estate policies, tax reductions and exemptions, and settlement policies.
Wu Qing, member of the Standing Committee of the Shanghai Municipal Party Committee and executive vice mayor, said at the press conference that the resumption of work and production, business and market is a matter of great concern to all kinds of enterprises at present. In view of the blockages in the resumption of work and production card points, we have put forward policy measures such as classification guidance, dynamic revision of the guidelines for the prevention and control of the epidemic resumption of work and production, cancellation of unreasonable restrictions on the resumption of work and production of enterprises (the whitelist system for enterprises resuming work and production since June 1), expansion of the scope of enterprise epidemic prevention and sanitize subsidies, the establishment and improvement of the yangtze river delta industrial chain supply chain mutual guarantee mechanism, and the smooth flow of domestic and international logistics and transportation channels, etc., to fully support and organize the resumption of work and production of enterprises in various industries and fields, and steadily increase the resumption rate of enterprises.
Shanxi Securities said that the plan proposes to postpone the payment of "five insurances and one gold" and taxes in stages, expand the scope of housing rent reduction and reduction, reduce fees and profits for enterprises through multiple channels, increase tax rebates and tax reductions, and issue subsidies for aiding enterprises and stabilizing posts. At the same time, the Action Plan also organically combines the solution of current difficulties with Shanghai's medium- and long-term high-quality development, which is conducive to the rapid and sustained recovery of Shanghai's economy and reflects the requirements of the general policy of efficiently coordinating epidemic prevention and control and economic and social development.
Many Countries LaunchEd a Grain Defense War The concept of grain is changing
The concept of grain once broke out intraday, and as of the close, Jinjian Rice industry and Zhejiang Agricultural shares rose and fell. Recently, the issue of global food security has attracted increasing attention. India, Malaysia, Indonesia and other countries have successively issued grain export bans. Ukraine warned a few days ago that its grain production is likely to fall sharply by 50% this year. Georgieva, president of the International Monetary Fund (IMF), said at the World Economic Forum held in Davos, Switzerland, on the 23rd that as food prices continue to rise, global concerns about whether food can be purchased at reasonable prices have reached their peak.
AVIC Securities said that the food crisis has directly promoted the relevant sector market. The expected high point of the planting and agrochemical sectors is before the high point of the grain cycle. After the high point of grain prices, it is expected to return, and the relevant sectors still have better performance. Compared with the planting plate, the agrochemical sector has been delayed. Agrochemical has a certain post-cyclical nature, and the sector is still strong after the high point of grain prices has been created.
Alcohol stocks rise Tsingtao Beer once rose and stopped
Liquor stocks rose sharply, beer stocks rose collectively, as of the close, Chongqing Beer rose 7.5%, Tsingtao Beer rose nearly 7%, the intraday once touched the limit; liquor stocks, Yilite rose to a limit, Gujing Tribute Wine rose nearly 8%, Wuliangye rose more than 5%. The popularity of Moutai ice cream has not decreased, and it has rushed to the hot search today. For the beer sector, the agency said that the beer sector will continue to benefit from the gradual recovery of the consumption scene after the epidemic, with the positive impact of superimposed price increases and high-end products, and high growth can be expected. Shengang Securities said that the beer industry is about to usher in the peak sales season, and recommends Chongqing Beer, which has suffered the least damage to the epidemic in this round and has made the most successful progress in high-end, pay attention to China Resources Beer and Tsingtao Beer.
For the liquor sector, Huachuang Securities pointed out that since May, the liquor sector has risen slightly, and the liquor index has risen by 6.13% in the past 20 trading days, reflecting the market's expectations for the steady growth of macro and the consumption of liquor in the second half of the year, and the recent return of liquor companies at the industry level is also a positive catalyst. However, the Dragon Boat Festival is still not the main consumption season of the year, and it is still necessary to closely track the internal and external factors of the industry and the guidance of the shareholders' meeting of wine companies from June to July, and the opening of the Mid-Autumn Festival in August is the key inspection time.
Proposed acquisition of Hailu Duty Free Haiqi Group is a one-word up-and-down
Haiqi Group, which resumed trading today, opened with a one-word limit, as of press time, the stock was reported at 13.22 yuan, and the number of orders on the limit board reached 720,000 lots.
Haiqi Group announced on the evening of the 27th that it intends to purchase all the equity of Hailu Tax Exemption from Hainan Tourism Investment and Development Co., Ltd. by issuing shares and paying cash. After the completion of the transaction, the company's main business will be transformed from traditional passenger transport business to comprehensive tourism business, and tourism transportation and tourism business will develop by leaps and bounds.
Auto parts stocks are active Qingdao Double Star and other up and down
Auto parts stocks are active, with more than 10 shares of Qingdao Shuangxing, Fengshen Shares, Hunan Tianyan, Jiangling Motors, Dongfeng Technology, Linhai Shares, Andli A, etc. rising and falling. It is worth noting that Dongfeng Technology and Teli A have been up and down for 4 consecutive trading days.
Some institutions said that the resumption of production and work in Shanghai and Jilin has gradually advanced, and at present, Jilin has been comprehensively socialized, FAW has fully started to resume work, and the supply chain has resumed production and work steadily; shanghai car companies are steadily promoting the resumption of work. The suppressed demand during the epidemic will be released one after the resumption of work, and the delayed release after the short-term suppression of automobile demand will accelerate the recovery of a new round of automobile cycle in the second half of 2022 and enter the plate configuration time zone.
Zhongtong Bus has been up and down for 12 consecutive days
It is worth noting that Zhongtong Bus rose again today, closing at 13.65 yuan; so far, the stock has been up and down for 12 consecutive trading days since May 13, with a cumulative increase of more than 200%. But in the afternoon, the stock once opened the limit board.
Zhongtong Bus recently said on the investor interaction platform that the company currently has two medical vehicles that can be used for nucleic acid testing. At present, the company's batch sales of products are 12 meters, 13 meters two nucleic acid detection vehicles, all of which meet the P2+ biosafety laboratory standards, equipped with medical special air conditioning systems, equipped with efficient fresh air filtration systems, medical water supply and drainage systems, automatic PCR analysis systems, 5G signal transmission, etc., with the functions of picking, inspection and reporting.
After 11 consecutive stops, Zhongtong Bus pointed out in the announcement on the evening of the 29th that the company's products are mainly buses, and the current number of nucleic acid detection medical special vehicles is relatively small, which has no significant impact on the company's operating performance.
The change in the company's stock price has also aroused the attention of regulators. On May 27, the Shenzhen Stock Exchange issued a letter of concern to Zhongtong Bus. The company is required to confirm whether there is any material information that should be disclosed but has not been disclosed, whether there have been major changes in the company's fundamentals, and fully warn the company of abnormal fluctuations in the stock price in light of the main risks faced by the company's production and operation in the recent past, as well as stock price trends and valuation changes.
At the same time, in view of the recent interactive platform, there is relevant content involving the company's nucleic acid testing vehicle business. The letter of concern requires that the company's nucleic acid test vehicle production, revenue amount, proportion, orders in hand, etc. be combined with the company's nucleic acid test vehicle production, revenue amount, proportion, orders in hand, etc., to explain the relevant business scale of the company's nucleic acid test vehicles and the impact on the company's business development and profitability.
In addition, a number of popular stocks in the intraday high platform "diving", the stock in the intraday staged a "sky floor" trend, the closing down stop, the stock has been nearly 1 month after the stock has risen by 124%. Zhongshui Fishery intraday limit, rapid diving in the afternoon, closed down nearly 3%; Zhejiang Construction Investment also opened the board several times, but the tail market still sealed the limit.
84 people have died! Several cities in Brazil have entered a state of emergency
Due to the heavy rainfall in successive days, floods and landslides occurred in the northeastern Brazilian state of Pernambuco, which had caused 84 deaths as of the evening of the 29th local time, another 56 people were missing, and 3957 people were forced to evacuate.
Pernambuco Governor Paul Camara reported the above figures at a press conference on the 29th. He said 14 cities in the state, including Recife and Olinda, have entered a state of emergency since heavy rainfall on May 25.
The Pernambuco state government website issued a communiqué on the 29th that the government sent the army to cooperate with professional rescue personnel to use boats, sniffing dogs and various types of machinery and equipment to carry out rescue work, as of the morning of the 29th, 593 trapped victims have been rescued, of which 12 people who cannot be rescued by land were rescued by helicopters. Helicopters also transport water and food to remote and hard-hit areas.
Brazilian President Bolsonaro said on social media on the 29th that the government has helped the affected families through all means, and he will go to Recife on the 30th to inspect the disaster area.
According to the local meteorological department, rainfall in Pernambuco will be weakening in the coming days.
Germany amended its constitution to activate a €100 billion defense fund
CCTV News Integrated Reuters and Agence France-Presse reported that the German Ministry of Finance announced on May 29 local time that Germany has agreed to amend the constitution to allow the use of 100 billion euros of special defense funds.
Editor: Ye Shujun
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