The topStock purchase app ten stocks with the increase in market value of northbound capital holdings this week, except for China Merchants Bank, which was reduced by 94.6 million shares, were all increased by northbound capital. Among them, Ping An, Ping An Bank, Industrial Bank (601166), Poly Real Estate (600048) The number of added stocks exceeds 20 million shares, which shows Northbound Funds' preference for low-valued stocks.
In October, sales of 100,000 new energy vehicles were +19% month-on-month and +105% year-on-year, exceeding market expectations. According to data from the China Automobile Association, in October, my country’s new energy vehicle production/sales was 17/100,000 units, which was +16%/+19% month-on-month and +67%/+105% year-on-year, continuing to maintain rapid growth. From January to October 2020, the cumulative production/sales of 9.4/901,000 vehicles was -2%/-1% year-on-year, and the rate of decline was further narrowed. In terms of vehicle types, new energy passenger vehicles sold 180,000 units in October (+113% year-on-year), of which EV and PHEV sold 120,000 units (+129% year-on-year) and 60,000 units (+67% year-on-year). In addition, 20,000 commercial vehicles were sold (-9% quarter-on-quarter, +34% year-on-year). The high year-on-year increase in sales in October is related to the low base due to the decline in subsidies in 2019. On the other hand, thanks to the continued favorable external policy environment and the intensive launch of high-quality models in the second half of the year, the new energy market is steadily rising.
On February 9, the news from the press conference of the State Council's Joint Prevention and Control Mechanism required that on the basis of doing a good job in the prevention and control of the epidemic, actively support related enterprises of daily necessities to promote the resumption of work and production, and lay a foundation for market supply. At the same time, in areas where the epidemic is not so severe, it is necessary to appropriately expand the scope of multi-business operations, and no one size fits all.
However, on Friday, the cautious mood rebounded again. The Shanghai Composite Index closed down by more than 1%, falling below the 2800 point mark, and the ChiNext Index fell by more than 2%. The industry sector showed a general downward trend, with technology stocks leading the decline. Only the insurance and port water transport sectors turned red against the market. At present, everyone seems to be waiting for some new changes in the news on the weekend. If the overall performance of the news is flat, then the market is likely to enter a shock consolidation pattern in the short term.
In mid-October, the SSE 50 large-cap stocks represented by China Unicom and China Construction continued to rise rapidly, confirming that the large-cap stocks entered an upward channel. In this rising channel, a number of star stocks such as Kweichow Moutai, Hikvision and other large-cap stocks that have repeatedly set new highs have also confirmed the large and beautiful image of large-cap stocks from the side.
Public data shows that the spot price of glass on May 6 was 178 yuan/square meter, and by August 3, the glass price had risen to 198 yuan/square meter. In less than three montStock purchase apphs, the glass price increased by nearly 20%. There are two main reasons behind the price increase of glass.
In addition, Yuan Da introduced that the National Development and Reform Commission will further promote the resumption of work and production of foreign-funded projects and enterprises, and various aid policies are equally applicable to domestic and foreign enterprises. Continue to focus on the implementation of major foreign-funded projects, and on the basis of the implementation of the first three major foreign-funded projects, the fourth major foreign-funded projects will be launched this year. Fully implement the "Foreign Investment Law" and its implementation regulations.
On July 10, Kangtai Biological released its first-half performance forecast. The company expects a profit of 5.8 billion yuan to 8.4 billion yuan in the first half of this year, a change of 0%-10% from the same period last year. The company said that due to the impact of the new crown pneumonia epidemic, the company's vaccine product sales fell in the first quarter. With the effective control of the domestic epidemic situation and the gradual restoration of vaccination, the company has promoted its sales promotion in an orderly manner. The sales of vaccine products have gradually increased, and the company's net profit has remained basically the same compared to the same period last year.
The second phase of the Big Fund also provides opportunities for investment in the A-share market. Recently, various institutions have released investment opinions. For example, the Southwest Securities Machinery and Equipment Team analyzed that the thin film deposition equipment recommended to pay attention to North China Chuang. The company has achieved domestic production in the Yangtze River Storage tender. Alternative; the etching equipment is recommended to pay attention to North China and China Microelectronics, both of which have the world's leading etching technology and are the backbone of the localization of semiconductor equipment; ion implantation equipment is recommended to pay attention to Wanye enterprises; testing equipment is recommended to pay attention to Jingce Electronics, Changchuan Technology, Huafeng Measurement and Control; cleaning equipment is recommended to pay attention to pure technology, core source micro.
In addition to Changan Automobile, several stocks that saw the highest gains in the previous period, such as Palmy Technology (603533), Huafeng Aluminum (601702), Runhe Materials (300727), and Xiaokang (601127), all withdrew sharply yesterday.