As of the close, the Shanghai Composite Index rose 0.73%, the Shenzhen Component Index fell 0.01%, the ChiNext Index fell 1.16%, the Beijing Stock Exchange 50 Index rose 0.36%, and the turnover of Shanghai, Shenzhen and Beijing was 706 billion yuan, of which 703.3 billion yuan was in Shanghai and Shenzhen, an increase of 76.9 billion yuan from the previous day. More than 3,000 stocks rose in the two cities.
On the theme of the plate, copper cable high-speed connection, consumer electronics, national defense and military industry, UHV, and China Shipbuilding are among the top gainers.
On the disk, the concept of consumer electronics led the rise throughout the day, with Tanaka Seiki (300461), Jiebang Technology (301326), Yingtong Communication (002861), Tsit Wing Technology (002855), Desay Battery (000049) and other stocks up and down. The concept of copper cable high-speed connection is among the top gainers, with Kaiwang Technology (301182), Huamai Technology (603042), Wall Nuclear Materials (002130), and DEREN Electronics (002055) rising to the limit. The concept of smart grid rebounded, Sanhui Electric (002857) 3 boards, Xinte Electric (301120), Moen Electric (002451), and Changgao Electric (002452) daily limit. The national defense and military industry sector is active, and North Changlong (301357) and Hongyuan Electronics (603267) both have daily limits. Brokerage stocks dived in the afternoon, Oriental Wealth (300059) fell more than 6%, Capital Securities (601136), Everbright Securities, etc. followed, the media sector led the decline, Rongxin Culture (301231) and Qitian Technology (300061) fell first.
Sector Analysis:
Straight Flush Hot Stock List:
Retrospective:
09:25 Valin Seiko (603356) one-word limit, the company said that the shareholder Jiedeng Zero Carbon intends to increase its holdings by 7.5%~9% of the company's total share capital.
09:25 A-shares opened, the Shanghai Composite Index opened 0.19% lower, the Shenzhen Component Index opened 0.39% lower, and the ChiNext Index opened 0.37% lower.
09:27 The media sector was sluggish at the beginning of the session, Rongxin Culture fell nearly 9%, Qitian Technology, Xunyou Technology (300467), Huawen Group (000793), Zitian Technology (300280) and others followed.
09:27 Baibang Technology (300736) hit the fall limit, and the stock fell 26% in a flash crash in 6 minutes yesterday.
09:31 The concept of virtual power plant was active at the beginning, Sichuan University Zhisheng (002253), Sanhui Electric both rose to the limit, and Aotexun (002227), Shuangjie Electric (300444), Tianyima (301178), Penghui Energy (300438) and other collectives rushed up.
09:33 The concept of low-altitude economy went higher, Jindun shares (300411) rose by more than 10%, Jianxin shares (300107), Langjin Technology (300594), Shangluo Electronics (300975), Wanfeng Aowei (002085) and so on. On the news side, Zhejiang Low-altitude Industry Development Co., Ltd. was inaugurated yesterday.
09:38 The copper cable high-speed connection plate moved up, Wall nuclear materials rose by the limit, Shenyu shares (300563) rose by more than 10%, and DEREN Electronics, Shenglan shares (300843), Dingtong Technology, Zhaolong Interconnection (300913) and so on.
09:40 The concept of consumer electronics continues to be active, Hexing shares (605005) and Desay Battery both have daily limits, Goertek shares (002241), Gongda electroacoustics (002655), Yingtong Communication, Shengli Precision (002426) and so on.
09:47 The concept of automobiles rose, Lifan Technology (601777) rose by more than 8%, Cialis (601127) rose by more than 5%, JAC Automobile (600418), BAIC Blue Valley (600733), Zotye Automobile (000980), King Long Automobile (600686) and so on.
09:50 The Shenzhen Component Index extended its gains to 1%, the Shanghai Composite Index rose 0.73%, and the ChiNext Index rose 0.93%. More than 4,700 stocks rose in the two cities.
09:52 The PCB concept plate moved up, Jinlu Electronics (301282) hit the daily limit, Kinwong Electronics (603228) rose more than 6%, and Shenghong Technology (300476), Shennan Circuit (002916), Founder Technology (600601), Shengyi Technology (600183), etc. followed up.
09:57 Military stocks fluctuated higher, North Changlong, Hongyuan Electronics both rose by the limit, Triangle Defense (300775), Zhongbing Red Arrow (000519), AVIC Heavy Machinery (600765), Aerospace Electric (002025), etc. followed up.
09:58 The Hang Seng Tech Index turned up, falling more than 1% at the beginning of the session. The Hang Seng Index is now up 0.38%.
10:00 According to the data of Straight Flush (300033) iFinD, the turnover of the Shanghai and Shenzhen markets reached 189.4 billion yuan in the first half of the opening hour.
10:04 On June 28, a number of broad-based ETFs showed significant volume in early trading. According to the data, the turnover of Huatai Pineapple CSI 300 ETF has exceeded 1.3 billion yuan, and ChinaAMC and E Fund CSI 300 ETF have increased simultaneously.
10:14 The concept of AI mobile phones soared, Furong Technology (603327) rose by the limit, and Shenghong Technology, Wingtech Technology (600745), Siquan New Materials (301489), Zhongjing Electronics (002579) and others followed suit.
10:21 The concept of non-ferrous metals fluctuated higher, Huaxi Nonferrous Metals (600301) hit the daily limit, Huayu Mining (601020), Northern Copper (000737), Shengda Resources (000603), Zijin Mining (601899), Aluminum Corporation of China (601600) and so on.
10:26 The concept of consumer electronics continued to rise, Lingyi Zhizao (002600), Tsit Wing Technology, Furong Technology, DEREN Electronics, Tanaka Seiki and other stocks rose to the limit, and Lixun Precision (002475), Goertek and other shares rose.
10:32 The Shanghai Composite Index extended its gains to 1%, the Shenzhen Component Index rose 1.17%, and the ChiNext Index rose 0.87%. More than 4,700 stocks in the two cities rose, and the copper cable high-speed connection sector, consumer electronics, and national defense and military industry concepts were among the top gainers.
13:05 The concept of China Shipbuilding System was active in the afternoon, Jiuzhiyang (300516) rose more than 7%, China Shipbuilding rose more than 5%, China Shipbuilding Defense (600685), China Heavy Industry (601989), China Dynamics (600482) and so on.
13:10 The concept of smart grid fluctuated higher, and the new daily limit of Changgao Electric was previously Sanhui Electric 3 boards, Heshun Electric (300141), Jinli Huadian (300069), Zeyu Intelligent (301179) rose more than 10%, Xinte Electric, China Xidian (601179), Aotexun and other top gainers.
13:15 The three major indexes diverged, the ChiNext index turned green in the afternoon, after rising more than 1% in early trading, the Shanghai Composite Index rose 1.02%, and the Shenzhen Component Index rose 0.66%.
13:17 The first stocks in China continued to rise in the afternoon, China Xidian hit the daily limit, China Shipbuilding rose more than 7%, PetroChina rose more than 5%, COSCO Haite (600428), China CRRC (601766), Zhongbing Red Arrow, etc. followed up.
13:20 Liquor stocks fluctuated lower, Luzhou Laojiao (000568) fell more than 3%, Gujing Gongjiu (000596), Yingjia Gongjiu (603198), Shanxi Fenjiu (600809), Shede Liquor (600702), Wuliangye (000858), Kweichow Moutai (600519) and so on.
13:44 According to Flush iFinD data, as of now, the turnover of the Shanghai and Shenzhen markets has exceeded 500 billion yuan, of which the turnover of the Shanghai Stock Exchange is 220.1 billion yuan, and the turnover of the Shenzhen Stock Exchange is 279.9 billion yuan, an increase of 35.3 billion yuan from the previous day.
14:00 Oriental Fortune dived in the short term, falling more than 7% intraday, with a turnover of more than 1.6 billion yuan. Brokerage stocks fell, Everbright Securities and Oriental Wealth fell by more than 5%, and Capital Securities, China Galaxy (601881), China Securities Construction Investment (601066), and Xiangcai (600095) followed suit.
14:12 Brokerage stocks fell, Everbright Securities and Oriental Wealth fell by more than 5%, and Capital Securities, China Galaxy, China Securities Construction Investment, and Xiangcai Shares followed suit.
14:13 The ChiNext index extended its decline to 1%, the Shanghai Composite Index rose 0.66%, and the Shenzhen Component Index rose 0.06%.
Message Side:
1. Novo Nordisk responds to the "limited supply of weight loss miracle drugs in China": a responsible way to allocate the supply of existing products in the global market
According to market sources, Novo Nordisk's "miracle drug for weight loss" Wegovy will be sold in limited quantities in China. In response to the above news, on June 28, Novo Nordisk China told reporters that since the date of approval of Novo Nordisk, the relevant process of drug supply has been officially launched according to the plan, and this blockbuster product will be brought into the Chinese market as soon as possible to benefit obese patients. At present, Novo Ying has been listed in more than 10 countries around the world. "To meet patient demand, we are working to increase the product supply of GLP-1 drugs. We will responsibly distribute our existing product offerings in global markets, following consistent standards and focusing on ensuring continuity of patient care and access to innovative medicines. (The Paper)
2. The Mainland will increase the duty-free allowance for baggage and articles carried by resident passengers entering Hong Kong and Macao
According to the Ministry of Commerce, the mainland and Hong Kong, and the mainland and Macao have agreed to increase the duty-free allowance for luggage and articles carried by resident passengers entering Hong Kong and Macao under the Closer Economic Partnership Arrangement (CEPA) mechanism, and the relevant content will be included in the "CEPA Agreement on Trade in Goods". The specific measures are to be announced and implemented by the competent departments for business.
3. The 10th meeting of the Standing Committee of the 14th National People's Congress voted to pass the Law of the People's Republic of China on Rural Collective Economic Organizations on June 28
The 10th meeting of the Standing Committee of the 14th National People's Congress voted on June 28 to pass the Law of the People's Republic of China on Rural Collective Economic Organizations, which will come into force on May 1, 2025. "Rural collective economic organizations" as used in this Law refers to regional economic organizations that are based on collective ownership of land, exercise ownership rights on behalf of members collectively in accordance with law, and implement a two-tier management system based on household contract management, including township-level rural collective economic organizations, village-level rural collective economic organizations, and group-level rural collective economic organizations. The Law on Rural Collective Economic Organizations clearly stipulates that the State shall protect the legitimate rights and interests of rural collective economic organizations and their members, and no organization or individual may infringe upon them. The State promotes the development of rural collective economic organizations and strengthens the new type of rural collective economy through fiscal, tax, financial, land, talent, and industrial policy support measures. (Xinhua News Agency)
4. The Ministry of Finance and other three departments: increase the duty-free quota for luggage and articles carried by resident passengers entering Hong Kong and Macao
The Ministry of Finance, the General Administration of Customs, and the State Administration of Taxation announced that they plan to increase the duty-free quota for luggage and articles carried by resident passengers entering from Hong Kong and Macao, and that resident passengers who have reached the age of 18 and carry reasonable personal luggage and articles obtained abroad with a total value of less than 12,000 yuan (including 12,000 yuan) will be released duty-free. At the same time, at ports with inbound duty-free shops, the above-mentioned passengers are allowed to purchase a certain amount of duty-free goods at the port entry-duty-free shops, and those with a total value of less than 15,000 yuan (including 15,000 yuan) of reasonable personal luggage obtained abroad will be released duty-free. When entering the Guangdong-Macao In-Depth Cooperation Zone in Hengqin from Macao via the "first line", the baggage carried by resident passengers shall be subject to the current regulations. When entering the Mainland from the Guangdong-Macao In-Depth Cooperation Zone in Hengqin through the "Second Tier", the duty-free allowance for baggage and articles carried by resident passengers shall be implemented in accordance with Article 1 of this announcement.
5. Completion of the revision of the Accounting Law: Increase the punishment of accounting violations and effectively improve the quality of accounting information
According to the Xinhua News Agency, the Accounting Law is the basic law that regulates accounting work. On June 28, the 10th meeting of the Standing Committee of the 14th National People's Congress voted to adopt the decision on amending the Accounting Law, which will come into force on July 1, 2024. The current revision of the Accounting Law will keep the current basic system unchanged, focus on solving outstanding problems in accounting work, further strengthen financial and accounting supervision, increase the punishment of illegal accounting acts, effectively improve the quality of accounting information, and better safeguard the public interest.
6. The wholesale price of Longmao has stabilized, and the daily volume of some stores on i Moutai has returned to the original level
When the wholesale price of Moutai Zodiac Liquor in the Year of the Dragon stabilized, some stores on i Moutai increased their daily delivery volume and returned to the original level. "Now the daily volume of Moutai Zodiac Liquor in our store is 12 bottles in the Year of the Dragon, and the time in the previous period (Moutai's rapid price decline) is 9 bottles, which is equivalent to returning to the original volume." A staff member of a Moutai store revealed that the current winning rate of Moutai Zodiac wine in the Year of the Dragon is low, and thousands of people subscribe to its stores every day. According to the Yi Mao current price applet, on the 24th ~ 28th, the wholesale reference prices of Moutai Zodiac Liquor (500ml 53 degrees) in the Year of the Dragon were 2690 yuan/bottle, 2700 yuan/bottle, 2730 yuan/bottle, 2730 yuan/bottle, and 2670 yuan/bottle. (Finance Associated Press)
7. A-share afternoon comment: The Shanghai Composite Index opened low and went high for half a day, up nearly 1% The concept of consumer electronics broke out across the board
As of midday, the Shanghai Composite Index rose 0.98%, the Shenzhen Component Index rose 0.86%, the ChiNext Index rose 0.37%, the Beijing Stock Exchange 50 Index rose 0.66%, and the half-day turnover of the three markets in Shanghai, Shenzhen and Beijing was 407.1 billion yuan, of which 405.5 billion yuan was in Shanghai and Shenzhen, an increase of 18.7 billion yuan from the previous day. More than 4,500 stocks rose in the two cities. On the theme of the plate, copper cable high-speed connection, consumer electronics, national defense and military industry, and PCB plates are among the top gainers. On the disk, the concept of consumer electronics led the rise in early trading, and many stocks such as Tanaka Precision Machinery, Lingyi Intelligent Manufacturing, Yingtong Communication, Tsit Wing Technology, and Desay Battery rose to the limit. The concept of copper cable high-speed connection is among the top gainers, and Kaiwang Technology, Huamai Technology, Wall Nuclear Materials, and DEREN Electronics have a daily limit. National defense and military stocks are active, and North Changlong and Hongyuan Electronics both have daily limits. The concept of low-altitude economy rebounded, Jindun shares rose by more than 15%, and Sichuan University outwitted the daily limit. The concept of liquor is sluggish, and Gujing Gongjiu and Luzhou Laojiao are among the top decliners.
8. Luzhou Laojiao's core product, 38 degrees Guojiao 1573 (classic), stopped taking orders
Luzhou Laojiao National Cellar Liquor Sales Co., Ltd. today issued the "Notice on Stopping the Receipt of National Cellar 38 Degrees Classic Orders and Shipments of Goods", stating that after the company's research and decision, it will stop receiving orders and goods from Guojiao 38 Degrees Classic Packaging from now on. Note: 38 degrees Guojiao 1573 is the core product of Luzhou Laojiao, and the brokerage estimates that the product sold about 10 billion yuan last year. (Finance Associated Press)