As of the close, the Shanghai Composite Index rose 0.92%, the Shenzhen Component Index rose 0.57%, the ChiNext Index fell 0.04%, the Beijing Stock Exchange 50 Index rose 0.09%, and the turnover of Shanghai, Shenzhen and Beijing was 660.7 billion yuan, of which 658.1 billion yuan was in Shanghai and Shenzhen, a decrease of 45.2 billion yuan from the previous day. Nearly 3,600 stocks rose in the two cities.
On the theme of the plate, real estate, rare earth, and agricultural concept stocks were among the top gainers, and the military, semiconductor, and consumer electronics sectors were adjusted.
On the disk, the rare earth permanent magnet plate led the rise throughout the day, and Zhongke Magnetics (301141), Dagang Holdings (300103), Huahong Technology (002645), and Chuangxing Resources (600193) rose to the limit. Real estate stocks broke out and strengthened, with Zhongzhou Holdings (000042), Binjiang Group (002244), Huafa (600325), I Love My Home (000560), and Urban Construction Development (600266). The aquaculture sector rose, with Jin Xinong (002548), Huatong (002840), and Tang Renshen (002567) rising more than 5%. The semiconductor sector was sluggish throughout the day, with Anlu Technology and Guoxin Technology falling by more than 10%.
Sector Analysis:
Straight Flush Hot Stock List:
Retrospective:
At 09:25, A-shares opened, with the Shanghai Composite Index opening 0.07% lower, the Shenzhen Component Index opening 0.15% lower, and the ChiNext Index opening 0.22% lower.
09:28 The concept of rare earth permanent magnets rose at the beginning of the market, Zhongke Magnetics, Jiuling Technology, Earth Bear, etc. rose by more than 10%, and Huayang New Materials (600281) and Keheng (300340) followed suit. On the news side, China promulgated the "Regulations on the Management of Rare Earths", which will come into force on October 1.
09:29 Anlu Technology fell more than 11%, Guoxin Technology fell more than 6%, and the two companies announced that the National Fund plans to reduce its stock holdings.
09:35 The underground pipe network sector went higher, with energy-saving Tiehan (300197), palm shares (002431), Zhengping shares (603843), etc., Han Jianheshan (603616), Qinglong Pipe Industry (002457), Leshan Electric Power (600644), etc.
At 09:54, the ChiNext index extended its decline to 1%, the Shanghai Composite Index rose 0.06%, and the Shenzhen Component Index fell 0.33%. Nearly 3,000 stocks fell in the two cities, with semiconductor chips, consumer electronics and other sectors leading the decline.
09:55 Power stocks continued to strengthen, Star Power (600101) rose by the limit, Shaoneng shares (000601), Xichang Power (600505), Leshan Power, Shimao Energy (605028), Zhongmin Energy (600163), etc. followed up.
10:16 The real estate sector fluctuated and strengthened, I love my home, Binjiang Group, Poly Development (600048), Huafa shares, Nanguo Real Estate (002305), Rongsheng Development (002146), etc. followed up.
At 13:17, the concept of lithium extraction in the salt lake rose rapidly in the afternoon, Jiuwu Hi-Tech (300631) rose more than 9%, and Zangge Mining (000408), Tibet Everest (600338), and Tibet Urban Investment (600773) followed suit.
13:29 The phosphorus chemical sector rose rapidly in the afternoon, with Qingshuiyuan (300437), Huilong shares (002556), Hubei Yihua (000422) rising limit, Chuanjinnuo (300505), Yuntianhua (600096), Lubei Chemical (600727) and other top gainers.
13:31 The copper cable high-speed connection plate bottomed out and rebounded, Kaiwang Technology (301182) rose by the limit, Wall Nuclear Materials (002130), Mingpu Optomagnetic (002902), Huamai Technology (603042), Zhaolong Interconnection (300913) and so on.
At 13:36, auto stocks rose in the afternoon, BAIC Blue Valley (600733) hit the daily limit, JAC (600418), King Long Automobile (600686), Yutong Bus (600066), Cialis (601127) and so on.
At 13:40, the real estate sector continued to expand, Zhongzhou Holdings, Urban Construction Development rose in the afternoon, before Binjiang Group, Huafa shares, I love my home limit, Xincheng Holdings (601155), Poly Development, China Merchants Shekou (001979) and other top gainers.
13:46 According to the data of Straight Flush (300033) iFinD, as of now, the turnover of the three markets in Shanghai, Shenzhen and Beijing has exceeded 500 billion yuan, of which the turnover of the Shanghai Stock Exchange is 223.7 billion yuan, the turnover of the Shenzhen Stock Exchange is 274.3 billion yuan, and the turnover of the Beijing Stock Exchange 50 is 1.9 billion yuan.
At 14:07, the three major indexes collectively turned red, and the GEM index turned up near the end of the session, falling more than 1.5% at one point during the session. More than 3,500 stocks in the two cities rose, with real estate, rare earth, and breeding concepts leading the gains.
14:14CPO concept stocks were partially active, Shengyi Electronics, Tianfu Communication (300394) rose more than 9%, Xinyisheng (300502), Zhongji Innolight (300308), Mingpu Optomagnetic, Demingli (001309) and so on.
14:26 The concept of fiscal and tax reform stocks rose again, tax friends shares (603171) 5 days and 4 boards, Zhongke Jincai (002657) straight line limit, Kechuang Information (300730) rose more than 10%, Jincai Internet (002530), Watertek Information (300324), Zhongke Jiangnan (301153) and so on.
Message Side:
1. Huawei's high-end intelligent driving package is reduced by 6,000 yuan
Huawei announced on June 30 that the HUAWEI ADS (Qiankun Intelligent Driving) high-end function package will launch a limited-time preferential price, with the standard price of 36,000 yuan for a one-time purchase of the ADS high-end function package, and the adjusted price is 30,000 yuan, which is 6,000 yuan lower than the original price, and is valid from July 1, 2024 to December 31, 2024;
2. Non-Chinese nationals who are permanent residents of Hong Kong and Macao can apply for Mainland Travel Permits from July 10
According to CCTV News, on July 1, the 27th anniversary of Hong Kong's return to the motherland, the Exit and Entry Administration of the People's Republic of China issued an announcement that in order to further facilitate personnel exchanges and exchanges between the mainland, Hong Kong and Macao, and support Hong Kong and Macao to better integrate into the overall development of the country, from July 10, 2024, non-Chinese nationals among Hong Kong and Macao permanent residents will be issued to and from the mainland.
3. In June, Caixin China's manufacturing PMI rose to 51.8, the highest since June 2021
According to Caixin, China's manufacturing boom continued to rise in June, and supply and demand continued to expand, but the optimism of manufacturing entrepreneurs declined significantly due to concerns about intensified competition and weakening market conditions. The Caixin China Manufacturing Purchasing Managers' Index (PMI) for June 2024 released on July 1 recorded 51.8, up 0.1 percentage points from May, and was above the boom and bust line for eight consecutive months, the highest since June 2021, indicating that the expansion of manufacturing production and business activities has accelerated.
4. 30-year treasury bond futures hit a record high
The 30-year Treasury futures rose 0.22% to 109.84, hitting another all-time high.
5. Xiaomi Auto: In June, the delivery volume of Xiaomi SU7 exceeded 10,000 units
Xiaomi Auto Weibo said that in June 2024, Xiaomi SU7 deliveries exceeded 10,000 units. Deliveries in July are expected to exceed 10,000 units.
6. The People's Bank of China (PBOC) has decided to carry out treasury bond borrowing operations for some primary dealers in the open market in the near future
According to the website of the central bank, in order to maintain the stable operation of the bond market, the People's Bank of China has decided to carry out treasury bond borrowing operations for some primary dealers in the open market in the near future on the basis of prudent observation and assessment of the current market situation.
7. CATL's stock price plummeted, and the online industry's July production scheduling data generally declined? Company response: The situation is good
Today, CATL (300750) suddenly fell nearly 5% intraday. Some investors asked CATL that the stock prices of listed companies in the battery sector generally fell today, and one of the possible reasons is that the online production scheduling data of the industry in July generally declined. In this regard, CATL said that the company's operation is good, the global market share has increased steadily, the overall production schedule is good, and the recent and third quarter production schedule has shown a quarter-on-quarter growth trend. (Sina)