China Fund News Chenxi
Hello everyone, let's pay attention to the market situation and the latest information in the morning~
On July 2, the A-share market opened slightly lower in the morning and then fluctuated in a narrow range, with the Shanghai Composite Index once recovering 3,000 points, and the core assets performed well.
In the industry, the software sector rose sharply in the morning, and the concepts of digital government, network security, and digital currency were hot, and many shares pulled the 20CM daily limit; Alcohol, education, banking, and real estate have risen one after another; The construction machinery sector fell sharply, and concepts such as rare earth permanent magnets, photovoltaic inverters, and rare metals pulled back.
The Hong Kong stock market rose straight after opening low today, and as of press time, the three major indexes have all risen by more than 1%. The "new car-making forces" performed hotly, with Li Auto, Xpeng Motors, and NIO leading the rise in the constituent stocks of the Hang Seng Technology Index.
The concepts of digital government and network security are hot, and many stocks are crazy about the daily limit
On the morning of July 2, the computer sector rushed to the first place in the first-class industry of Shenwan. In the subdivision track, the digital government and network security indices rose by more than 4%, and concepts such as digital currency, financial technology, cross-border payment, and data security rose one after another.
In terms of individual stocks, Watertek Information, Pulian Software, Kechuang Information, Huijin Technology, Zhaori Technology, Ren Zixing and other stocks pulled out a 20CM daily limit, and tax friends shares 6 days and 5 boards, digital certification, Jinqiao Information, Jiuqi Software and other shares have a daily limit.
On the news side, the Cyber Security Administration of the Ministry of Industry and Information Technology recently organized a meeting to deploy and promote the pilot work of cyber security insurance services. The meeting made arrangements for doing a good job in the pilot work of cyber security insurance services and promoting the standardized and healthy development of cyber security insurance.
In addition, the National Data Bureau recently released the "Digital China Development Report (2023)". It is mentioned that the development of digital China is showing a good trend. It is mainly reflected in four aspects: First, the foundation for the development of digital China is more solid. The pace of data infrastructure system construction has accelerated; Second, the empowerment effect of digital China has become more prominent. The digital economy maintained steady growth; Third, the digital security and governance system has been improved; Fourth, international cooperation in the digital field has been deepened.
The new round of fiscal and taxation system reform continues to deepen, and the concept of fiscal and tax digitalization stocks also performs. Huaxi Securities Research Report pointed out that this round of financial and taxation system reform will take digital intelligence as a technical support means, based on electronic accounting vouchers, and promote all-round construction from point to area, and is optimistic about the development of the financial and taxation IT industry chain.
Kweichow Moutai rose by more than 3%, and liquor stocks collectively recovered
On the morning of July 2, Kweichow Moutai continued to rise, rising more than 3% intraday.
On the news side, according to the latest reference price disclosed by today's liquor price, the wholesale reference price of Feitian Moutai bulk bottles in 24 years rose to 2,380 yuan from 2,310 yuan the previous day. The wholesale reference price of the original box of 24-year-old Feitian Moutai rose to 2,580 yuan/bottle, compared with 2,530 yuan/bottle yesterday.
According to the official WeChat news of "Kweichow Moutai", Wang Li, deputy secretary of the Party committee and general manager of Moutai Group, led a team to Shanghai, Zhejiang, Jiangsu, Beijing and other cities to carry out market research, and on June 28 and 30, in Nanjing and Beijing, the three provinces and regions of Jiangsu, Shanghai and Anhui and the seven provinces and regions of Beijing, Tianjin, Hebei, Mongolia and Hebei and Jiliao were organized and held market work meetings.
The meeting said that the basic attributes of Moutai have not changed, and the basic demand side has not changed. In the past few decades, the liquor industry has undergone several rounds of adjustments, and each time Moutai has smoothly passed through the cycle with strong determination and strength, and has achieved better development. Compared with the past, although the current situation is more complex, the current Moutai has stronger core competitiveness, better market channel ecology and more resilience in risk prevention, and has the confidence, strength and ability to go through this cycle.
Driven by Kweichow Moutai, liquor stocks rebounded as a whole in the morning, with Golden Seed Liquor, Huijishan, Jinhui Liquor, and Wuliangye leading the gains.
Weichai power plate diving
On the morning of July 2, the veteran white horse stock Weichai Power dived intraday, and the A-share share price fell to 15.67 yuan per share, a decline of more than 8%.
Weichai Power's Hong Kong stocks fell simultaneously, falling more than 11% intraday.
In this regard, Weichai Power said that at present, the company's daily production and operation conditions are normal, and the decline in stock prices may be due to fluctuations in the capital market, and major events will be disclosed in a timely manner.
In addition, the machinery and equipment sector as a whole fell in the morning, and many large-capitalization stocks fell significantly. XCMG Machinery fell more than 9% intraday, and Sany Heavy Industry fell more than 4%.
Editor: Joey
Review: Xu Wen