Tencent and NetEase Diving
博阿尔农
发表于 2023-12-22 14:50:05
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On Friday, the Shanghai and Shenzhen stock markets opened low and fluctuated, with the Shanghai Composite Index taking the lead in launching a counterattack around 10:50. The ChiNext Index and the Shenzhen Component Index simultaneously strengthened in the early morning, and the three major indexes collectively turned red. As of noon close, the Shanghai Composite Index rose 0.50%, the Shenzhen Component Index rose 0.71%, and the ChiNext Index rose 0.74%. The half day transaction volume of the Shanghai and Shenzhen stock markets is 423.7 billion yuan.
On the market, the photovoltaic industry chain has risen again, driving the strength of the new energy track. Qingyuan Shares, Deye Shares, and Zhongke Cloud Network have hit the daily limit; Shipping stocks fluctuated and rose, while Haitong Development hit the daily limit; PEEK materials showed active performance, with Fuheng New Materials and Huami New Materials rising by over 10%; Coal, oil, steel and other sectors have all shown performance.
The Beijing Stock Exchange 50 Index was weak today, but overall, the industry hotspots in the Beijing Stock Exchange market showed a "resonance" trend with the Shanghai and Shenzhen stock markets. Today, the impressive performance of Fuheng New Materials, Fengguang Precision, Huami New Materials, and Air China COSCO Shipping respectively corresponded to the non-metallic materials, PEEK materials, and shipping sectors with the highest gains in the overall market.
In terms of individual stocks, the new stock market continues to be hot. N Hongsheng officially landed on the Shanghai Main Board today, with an issue price of 1.70 yuan per share. After opening, it rose sharply all the way, with a surge of over 480% during the trading session, triggering a second temporary halt. As of the noon close, N Hongsheng reported 7.81 yuan, up 359.41%, with a half day trading volume of 2.402 billion yuan.
In the Hong Kong stock market, gaming stocks suddenly fell. As of press release, NetEase fell more than 20%, while Tencent Holdings fell more than 13%.
Today, the National Press and Publication Administration released the draft of the Measures for the Administration of Online Games (for soliciting opinions), which is now open to the public for comments. It is mentioned that online games are not allowed to set up inducement rewards such as daily login, first recharge, and continuous recharge. Online game publishing and operation units shall not provide or condone high priced transactions of virtual props in the form of speculation, auction, etc. All online games must set a user recharge limit and make it public in their service rules. Pop up warnings and reminders should be given to users for irrational consumption behavior.
The photovoltaic sector has seen a strong rise
Zhongke Yunwang 4-day 3-board
In early trading today, the photovoltaic industry chain was once again active, with a strong rally in the afternoon. Zhongke Yunwang emerged from a 4-day, 3-board market trend. As of the close of noon, Lingpai Technology rose the limit up by 20%, while Hemai Technology and Yuneng Technology rose by more than 10%. Qingyuan Technology, Oujing Technology, Deye Technology, and Zhenbang Intelligent rose the limit up, while Gudewei, Ainengju, Jinchen Shares, Jinbo Shares and others ranked first in terms of gains.
The power industry statistics released by the National Energy Administration recently showed that from January to November, photovoltaic installed capacity increased by 163.88 GW, a year-on-year increase of 149.4%; In November, the new installed capacity of photovoltaic power in a single month was 21.32GW, a year-on-year increase of 185.4%. From January to November, wind power added 41.39GW of installed capacity, a year-on-year increase of 83.79%; In November, wind power added 4.08 GW of installed capacity, a year-on-year increase of 195.65%.
Guokai Securities stated that benefiting from the "UAE Consensus" commitment to triple renewable energy production capacity by 2030, global demand for photovoltaic installations is expected to accelerate. It is recommended to pay attention to two main themes: firstly, leading companies in N-type battery technology are expected to lead the company through technology premiums to cross the bottom of the cycle; The second is that leading enterprises with integrated layout in overseas markets will benefit from increased concentration and overseas layout.
PEEK materials are once again strengthening
After a brief rest on a trading day, PEEK (polyether ether ketone) material concept stocks have returned to an active trend. As of the close of noon, Fuheng New Materials and Huami New Materials rose by over 10%, while Xinhan New Materials, Zhongxin Fluorine Materials, Guangwei Composite Materials and others rose by over 5%.
It is reported that PEEK material belongs to special engineering plastics and has advantages such as heat resistance, flame retardancy, wear resistance, corrosion resistance, and self-lubricating. Compared with engineering plastics, PEEK materials have both rigidity and toughness; Compared with metal materials, PEEK materials have higher specific strength and lighter weight, making them suitable for use in fields such as medical, automotive, and robotics that require higher lightweight requirements.
According to Sullivan Consulting's prediction, assuming that the main terminal application products of PEEK materials in China remain unchanged, the demand for PEEK in the Chinese market will increase from 2334 tons to 5079 tons between 2022 and 2027, corresponding to a CAGR of approximately 16.8%; The market size will increase from 1.496 billion yuan to 2.838 billion yuan, corresponding to a CAGR of approximately 13.7%. In addition, with the continuous research on PEEK materials in the upstream and downstream of the industry chain and research institutes, new applications of PEEK are also being launched one after another, further expanding the future demand and market size of PEEK materials. The application of PEEK materials in skull repair and fixation products, spinal products, 800V motor enameled wires for new energy vehicles, and humanoid robots is expected to bring higher demand growth.
Active performance of coal stocks
Affected by the cold wave weather, coal stocks showed active performance in the early trading today, with Yankuang Energy, Huaibei Mining, Shaanxi Coal Industry, and Xinji Energy among the top performers.
According to the low temperature yellow warning from the Central Meteorological Observatory, it is expected that from 8:00 on December 21st to 8:00 on December 24th, the daily minimum or average temperature in the northeast of Northwest China, central and western Inner Mongolia, North China, Northeast China, the Yellow River and Huaihe River, and most areas south of it will be 5% lower than the same period in history# 8451; Above. Among them, some areas in central Inner Mongolia, Liaoning, North China, eastern Huanghuai, Jianghuai, central and eastern Jiangnan, northern and southern North China, and western China will have lower temperatures# 8451; Above. Minimum air temperature 0&# 8451; The line will be located in the southern part of Guizhou to the northern part of South China.
Shouchuang Securities stated that in terms of demand, a new round of cold air is coming, and temperatures in many northern regions will approach the lowest level in history. The decrease in temperature is expected to boost the rapid increase in coal consumption in power plants and heating. It is expected that coal consumption during the winter peak season will be higher than the same period last year. In terms of inventory, due to the continuous increase in downstream demand and daily consumption, port inventory is expected to experience a rapid decline in the future, effectively alleviating the current high inventory pressure and further supporting coal prices to maintain a high level.
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