The three major indexes of A-shares are mixed today. At the close, the Shanghai Composite Index fell by 0.27%, the Shenzhen Component Index rose by 0.07%, the Growth Enterprise Market Index rose by 0.79%, the Beizheng 50 Index fell by 2.10%, and the turnover of Shanghai, Shenzhen and Beijing was 834.1 billion yuan, including 830.7 billion yuan in Shanghai and Shenzhen, which was 115.7 billion yuan more than the previous day. More than 4,400 stocks in the two cities fell.
In terms of plate theme, copper cable high-speed connection, memory chip and aquaculture plate were among the top gainers; Non-ferrous metals, ST plate and Internet e-commerce were among the top losers.
On the disk, the memory chip continued to be active, () 3 boards were connected, (), () and () were daily limit, and Baiwei storage rose by over 10%. The concept of copper cable high-speed connection led the rise all day, () daily limit, (), () and () rose by over 10%. Pork stocks rebounded, () daily limit, () and () were among the top gainers. The concept of industrial metal led the decline, () fell, (), () followed. ST plate continued to fall, (), (), ST Zhongrun nearly 80 shares down. The stocks inquired about the annual report plunged in succession, with (), (), (), () and other stocks falling, while (), () and () fell by more than 10%.
Plate analysis:
Straight flush hot stock list:
Transaction review:
At 09: 25, A shares opened, the Shanghai Composite Index opened 0.03% lower, the Shenzhen Component Index opened 0.06% lower and the Growth Enterprise Market Index opened 0.07% higher.
At 09:26, the concept of humanoid robot was active at the beginning, () rose by over 15%, followed by (), Buke, () and central control technology.
At 09:27 (), the market closed down. In the news, the Fund Supervision Department of the National Medical Insurance Bureau interviewed Yinxintang Pharmaceutical Group Co., Ltd.
At 09:28, the concept of non-ferrous metals fell at the beginning, () fell by more than 7%, followed by Huayu Mining, (), Sheng Da Resources, () and ().
09:31 The concept of consumer electronics continued to be active, () 2 consecutive boards, () rose by over 10%, and Derun Electronics, (), (), () and so on quickly followed.
At 09:33, the concept of memory chip rose sharply, and the western test rose by over 15%, followed by Baiwei Storage, Wanrun Technology, (), Zhongwei Company and ().
At 09:37, the banking sector fell in early trading, () fell more than 8%, followed by (), (), Bank of Ningbo and China CITIC Bank.
At 09:38, the Hang Seng Technology Index rose to 2%, and the Hang Seng Index is now up 1.66%.
At 09:42, the concept of gold changed, and Huayu Mining fell, followed by (), (), Sheng Da Resources, () and ().
09:49 The Hang Seng Science and Technology Index rose over 3%, and the Hang Seng Index is now up 2.41%.
At 09:50, the copper cable high-speed connection plate oscillated strongly, and Shenyu shares rose by more than 10%, followed by Dingtong Technology, Zhongfu Circuit, Shenglan Shares, () and ().
09:52 The media sector bottomed out and rose, () 3 consecutive boards, (), (), (), (), (), (), () and so on quickly followed up.
At 09: 55, the three A-share indexes turned red in intraday trading, with memory chips, automobile services and aquaculture among the top gainers.
09:59 The semiconductor and component sectors continued to be active, with Minxin shares rising by over 15%, Baiwei Storage by over 10%, Zhongfu Circuit, (), Shengyi Electronics and Fudan Microelectronics by over 5%.
10:00 According to () iFinD data, half an hour after the opening, the turnover of Shanghai and Shenzhen stock markets reached 261.6 billion yuan.
At 10:04 (), it hit the daily limit, with a turnover of 859 million yuan.
At 10:04, FTSE China A50 index futures rose more than 1% in the day.
At 10: 05, the ST plate continued to fall, with more than 30 stocks such as (), ST Sunshine, () and () falling, while (), ST Jiayu and () fell more than 10%.
At 10:10, the concept of humanoid robot rose and strengthened, and Siling shares went up, and (), Fengli Intelligent, (), Buke shares and () all strengthened.
At 10: 12, CPO concept stocks rebounded, Shengyi Electronics rose by more than 10%, () rose by more than 7%, () rose by more than 5%, and Yuanjie Technology, (), () and () followed suit.
At 10:15, the education stocks fell, () stopped, and (), (), (), (), () and () followed.
At 10:31, the main contract of live pigs rose by 4% in the day, and it is now reported at 18,660.00 yuan/ton.
At 10:31, the aquaculture sector oscillated and rebounded, and Guanghong Holdings rose over 8%, followed by (), (), (), Zhenghong Technology and (). In the news, the main contract for live pigs rose by 4% in the day and is now reported at 18,660.00 yuan/ton.
At 10:32, the Growth Enterprise Market Index rose to 1%, the Shanghai Composite Index rose by 0.32%, and the Shenzhen Component Index rose by 0.6%. The memory chips, humanoid robots and aquaculture sectors were among the top gainers.
At 10:49, the game stocks fluctuated lower, () fell, and (), (), (), (), (), () and so on followed.
At 11: 05, the concept of PCB moved up, () went up, (), (), (), (), (), () and so on.
At 11:09, the main contract of manganese silicon futures of Zhengshang Institute fell by 6.59% to 8762.0 yuan/ton.
At 11:11, the main contract of ferrosilicon hit the daily limit, with a decrease of 8% to 7428 yuan/ton.
At 11:12, the main contract of manganese silicon hit the daily limit, with a decrease of 8.02% to 8628 yuan/ton.
11:13 According to the straight flush iFinD data, up to now, the turnover of Shanghai and Shenzhen stock markets has exceeded 500 billion yuan, including 218 billion yuan in Shanghai stock market and 283.3 billion yuan in Shenzhen stock market.
At 11: 25, the recent annual report of A-shares was inquired, and many stocks fell sharply, such as Langyuan, Smith Barney, Meierya, Rock and (), and Hanyu Pharmaceutical, Jinlihuadian and Lingpai Technology fell more than 10%.
At 13:02, the real estate development sector weakened in the afternoon, () stopped, and (), (), (), () and () followed.
At 13:16, the Beizheng 50 index fell more than 2% in the afternoon.
At 13:24 (), the intraday limit was lowered, and the ceiling was staged, with a turnover of 111 million yuan.
At 13:26, the concept of commercial aerospace changed locally. (3 days and 2 boards, western test and test, () rose by more than 10%, and (), (), () and () followed suit.
At 13:41, the main contract of Shanghai Bank fell 4% in the day, and it is now reported at 7920.00 yuan/kg. Spot silver fell by 1% in the day and is now reported at $30.08 per ounce.
At 13:47, pork stocks fluctuated and rebounded, Zhenghong Technology had a daily limit, and Guanghong Holdings rose more than 8%. (), Xiangjia Shares, () and Yisheng Shares followed suit.
At 13:55, the power stocks fluctuated lower, () approached the daily limit, and (), (), (), (), () and () fell more than 5%.
News:
1. The PMI of Caixin manufacturing industry in China in May was 51.7.
Caixin China Manufacturing Purchasing Managers Index (PMI) in May 2024 announced today recorded 51.7, up 0.3 percentage points from April, the highest since July 2022, indicating that the expansion of manufacturing production and operation activities has accelerated.
2. Goldman Sachs: It is expected that the China stock market will go further.
In a report, Goldman Sachs raised the 12-month target point of MSCI Asia-Pacific Index (excluding Japanese) from 580 to 615, which was driven by the upward forecast of profit growth and optimistic view on China, and said that the rally of China stock market could be sustained. The MSCI Asia Pacific (excluding Japan) index closed at 547.5 last Friday, and Goldman Sachs’ estimate means that the index has about 12% upside. The bank maintains an over-rated rating on North Asia (A shares, Japanese shares and Korean shares), Indian stock market and Indonesian stock market.
3. Relevant authorities support the upcoming release of the 5G development policy.
On June 6 this year, China’s 5G ushered in an important time node for the fifth anniversary of licensing. The Ministry of Industry and Information Technology will jointly hold the "Mobile Communication High-quality Development Forum" to systematically summarize the achievements and experiences of China’s mobile communication, especially the 5G industry leading the high-quality development of the digital economy, and encourage the whole industry to continuously consolidate and enhance its leading position and competitive advantage. The reporter was informed that during the forum, the competent authorities will be released to support the 5G development policy and make an authoritative interpretation. At the same time, a launching ceremony will be held: hand in hand to open a new era of 5 G-A. (Securities Times)
4. Tesla responded to the rumor that "single pedal mode is banned": it does not affect existing products and functions.
Regarding the recent rumors about Tesla’s single pedal mode or being banned in the market, Tesla responded to reporters that this standard has not yet been officially released and implemented, and does not affect existing products and functions. Recently, the Ministry of Industry and Information Technology has publicly solicited opinions on a mandatory national standard "Technical Requirements and Experimental Methods for Passenger Car Braking System", which involves changes in the application conditions of energy recovery braking function for new energy vehicles. In this regard, there is a voice in the market that Tesla single pedal mode may be banned. (Shell Finance)
5. South Korea said that it would stop the effectiveness of the Panmunjom Declaration Agreement on Military Field Implementation.
According to the report of the South Korean President’s Office on June 3, local time, the effectiveness of the Panmunjom Declaration Implementation Agreement in the Military Field will be suspended before the trust between the ROK and the DPRK is restored. The Panmunjom Declaration Military Implementation Agreement is a subsidiary agreement of the Pyongyang Joint Declaration in September. It was signed in September 2018 by Song Yongwu, then Minister of National Defense of the Republic of Korea, and Sanu Guangtie, then the Korean people’s armed force. The agreement aims at eliminating the threat of war on the Korean Peninsula, ending military hostile relations including unarmed zones and building the Korean Peninsula into a "permanent peace zone". (CCTV News)