Under the intensive catalysis of news, technology stocks hit the limit up of 20% on the morning screen.
Among them, the semiconductor industry chain collectively rose, and the leading stock North Huachuang's stock price reached a new historical high. In addition, the stock prices of individual semiconductor industry chain stocks such as Maolai Optics, Tongfu Microelectronics, Huada Jiutian, Jinghe Integration, Canxin Shares, Shanghai Hejing, Longtu Mask, and Zhongke Feice all reached a new historical high in the morning trading.
The information and innovation sector continued to rise during the trading session, while ZTE Corporation rose sharply to the limit up, and its stock price hit a new high in this round of rebound. Zhongke Shuguang rose over 7%, and its stock price hit a new historical high during trading.
The main line of the cycle adjusted in the morning, and sectors such as consumption, finance, real estate, and resources fell.
The three major indexes of A-shares fluctuated widely in the morning. As of the morning close, the Shanghai Composite Index fell 0.08%, the Shenzhen Component Index rose 1.19%, and the ChiNext Index rose 1.95%.
This morning, Alipay experienced a service exception, and "payment failure", "transaction creation failure", "service exception", etc. were displayed during payment. Subsequently, Alipay official microblog responded to the above exception and apologized. Alipay said that the payment function of some users was affected due to the partial failure of the system message database. This malfunction will not affect the safety of users' funds.
The semiconductor industry chain is strengthening
This morning, the semiconductor industry chain experienced a collective surge, with sectors such as National Big Fund holdings, lithography machines, and storage chips leading the way in gains.
North China Huachuang, a leading semiconductor equipment stock, rose 8.05%, reaching a historic high in stock price with a latest market value of 257.9 billion yuan.
According to the third quarter report of Northern Huachuang, the company achieved a revenue of 20.353 billion yuan in the first three quarters of 2024, a year-on-year increase of 39.51%; The net profit attributable to shareholders of the listed company was 4.463 billion yuan, a year-on-year increase of 54.72%. Among them, the third quarter achieved a revenue of 8.018 billion yuan, a year-on-year increase of 30.12%; The net profit attributable to shareholders of the listed company was 1.682 billion yuan, a year-on-year increase of 55.02%.
Another leading equipment stock, Zhongwei Company, rose 14.45% this morning.
According to the third quarter report of Zhongwei Company, the company achieved a revenue of 5.507 billion yuan in the first three quarters of 2024, a year-on-year increase of 36.27%; The net profit attributable to shareholders of the listed company was 913 million yuan, a year-on-year decrease of 21.28%. Among them, the operating revenue in the third quarter was 2.059 billion yuan, a year-on-year increase of 35.96%; The net profit attributable to shareholders of the listed company was 396 million yuan, a year-on-year increase of 152.63%.
Institutions believe that currently, semiconductor equipment companies have relatively full orders. Under the comprehensive impact of the recovery of revenue recognition rhythm and base, it is expected that some equipment companies will achieve high growth in apparent operating indicators in the next 1-3 quarters.
Consumer stocks weaken
This morning, consumer stocks were weak, with dairy, Baijiu, food processing and other sectors leading the decline.
In the Baijiu sector, rock shares, Shunxin Agriculture and other stocks were among the biggest decliners. In the food processing sector, stocks such as Gaishi Food, Zhu Laoliu, and Black Sesame experienced the highest decline.
At present, most institutions are still optimistic about the Baijiu sector. Guotai Jun'an said that in the third quarter of 2024, the Baijiu industry was still in the stage of performance adjustment due to the impact of the inventory cycle, but the micro trading structure was further optimized after the sector's position fell back, and the subsequent strong recovery expectation was expected to support the sector's valuation, and the stock price inflection point might be ahead of the fundamental inflection point.
On the news front, many places have recently launched policies or activities to promote consumption. On November 8th, the website of the Shanghai Municipal Commission of Commerce reported that recently, the Shanghai Municipal Commission of Commerce, together with 12 departments including the Financial Office of the Shanghai Municipal Party Committee, studied and formulated the "Implementation Opinions of the City on Better Utilizing Consumer Credit to Promote Consumption Quality Upgrading", proposing multiple measures to accelerate the construction of Shanghai as an international consumption center city. Among them, the "Opinions" propose to create new consumption scenarios and enrich the supply of consumer credit: firstly, to expand the young consumption scenarios; Secondly, constructing a scenario for elderly care consumption; Thirdly, enrich the educational consumption scenarios; The fourth is to cultivate integrated consumption scenarios.
The 3rd China (Sichuan) International Panda Consumption Festival recently kicked off. During the Consumer Festival, Sichuan Province will coordinate 400 million yuan of fiscal funds to distribute "Shuli Anli · Huanxin Life" home decoration consumption vouchers and "Shuli Anli · Tianfu Youli" Sichuan specialty product consumption vouchers.
Due to local failure in the system message library
Alipay apologizes
In the morning of November 11, Alipay experienced a service exception, and "payment failure", "transaction creation failure", "service exception", etc. were displayed during payment. In addition, some netizens said that Alipay had some problems, such as the withdrawal of cash from Yu'e Bao did not arrive, the deduction of Huabei repayment was successful, but the bill was not cleared.
Subsequently, Alipay's official microblog responded that some users' payment functions were affected due to the partial failure of the system message database. This malfunction will not affect the safety of users' funds. As of 10:50 am, the malfunction has been fixed. We deeply apologize for any inconvenience caused.
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