On the disk, insurance, fuel cell, 5g, oil and other sectors were the top gainers; liquor sector fell nearly 4%, medical and health care, non-ferrous plate fell nearly 2%. The net capital inflow of Beishang is about 1 billion yuan, including 1.531 billion yuan from Shanghai Stock connect and 564 million yuan from Shenzhen Stock connect.
Liquor medicine callback
Last weeks strong performance of liquor stocks continued to callback. On November 25, liquor plate weakened. Jinfeng Liquor Co., Ltd. and Bairun Stock Co., Ltd. fell by 8%, jinzhongjiu and Mogao shares by more than 7%, Jinhui liquor, Yanghe Stock Co., Ltd., Yingjia tribute liquor, etc., followed; Wuliangye and Guizhou Maotai fell by more than 1%.
Since the end of September this year, small and medium-sized liquor enterprises have seen a huge increase. From September 25 to November 23 alone, there were four liquor companies whose stock prices rose more than 100%, namely Jinhui liquor, shede liquor, highland barley wine and Laobaigan liquor.
With the rapid rise of stock price, shareholders began to reduce their holdings. Since November, four listed liquor companies have issued shareholder reduction announcements, namely, Jinshiyuan, jinzhongjiu, Yanghe shares and highland barley wine.
On November 23, Yanghe shares announced that Jiangsu blue alliance, the two shareholders, had reduced 22.6267 million shares through block trading from November 18 to November 20, with a reduction ratio of 1.5%.
Jiangsu blue alliance is the main management and backbone of the companys shareholding platform, many of the holders are the old leaders of Yanghe shares, including the former chairman of Yanghe Group and the chairman of Yanghe shares.
Beer industry also has a lot of recent reduction. Among them, Fosun Group, the shareholder of Qingdao Brewery, has reduced 5% of the companys shares; Chongyang investment, a shareholder of Yanjing Beer, has reduced its shareholding by 0.82%.
CICC recently pointed out that the speculation of some small wine enterprises has deviated from the fundamentals or have a large overdraft on the growth of performance, and funds are driving up. Therefore, it is necessary to be vigilant against the impact of short-term sentiment drop.
New crown vaccine made in China
From the beginning of the year, the soaring pharmaceutical and biological plate also fell into a trough. With the launch of a new round of centralized purchase of medical consumables and the announcement of the negotiation results of the adjustment of the medical insurance catalogue, the medical industry has been under continuous pressure.
On November 25, Shenwan medical biological index fell. Kailitai fell 8%, Jinyu medicine, Mike biology, Dabo medical and other fell more than 5%.
Since the 4 + 7 cities with volume procurement in 2018, the pharmaceutical industry has gone through multiple rounds of procurement of drugs, high-value medical consumables and other fields. Under the background of centralized purchase moving towards normalization, the ecology of medical consumables industry will face reconstruction, and the adjustment of enterprises internal attitude towards centralized purchase will also have a profound impact on the future development path.
Industry insiders generally believe that in the purchase of medical consumables with volume, both the expansion progress and the price decline have exceeded expectations. In the future, the industry trend of normalization of national centralized purchase of medical consumables has been relatively clear.
It is reported that Shi Shengyi, deputy general manager of China National Pharmaceutical Group Co., Ltd., said that Sinopharm group had submitted an application for listing the new crown vaccine to the State Food and drug administration.
New energy vehicles, strong insurance
New energy vehicles, oil and insurance performed strongly. After the former Japanese and American stocks of new car Tesla, Weilai, Xiaopeng and ideal rose sharply, Tesla continued to take advantage of the situation last night. Mr musk said yesterday that Tesla was developing an electric car with a 1000 kilometer range, and its share price soared another 6%. Under the continuous skyrocketing, Musks value also jumped rapidly, forcing gates to become the second richest person in the world.
Wu Xiaofei, chief analyst of Guotai Junan Automobile Co., Ltd., said that the valuation of new automobile manufacturing forces such as Weilai is constantly reaching new highs, reflecting the markets recognition of its new profit model and growth certainty. The timeliness of the strategic adjustment of independent brands and the supporting advantages of Chinas new energy industry chain make it also have the certainty of growth in the field of new energy vehicles; however, there is a big gap in the creation of new profit model, but it is gradually improving. Two aspects of the new energy vehicle brand continue to improve value.
Last night, US energy stocks rose collectively, with ExxonMobil up 6.68%, Chevron up 5.03%, ConocoPhillips up 3.98%. The market is generally expected to hit the bottom and rebound in energy demand as the vaccine market approaches and the economic recovery accelerates. On the 25th, oil stocks of a shares rose synchronously, with PetroChina and intercontinental oil and gas trading limited. Tongyuan oil rose nearly 8% and PetroChina rose nearly 2%.
Insurance stocks were strong. China Pacific Insurance rose nearly 7%, Xinhua insurance and Ping An rose 3%. The regulation on the supervision of insurance agents was released on the official website of the CIRC on the 23rd, putting forward the concept of independent individual insurance agent for the first time. The personnel engaged in the sales of insurance products and even the business of loss investigation and claim settlement in insurance agencies are included in the supervision, and the three-year validity period of the license is cancelled.
According to the data, by the end of the third quarter, the scale of bonds invested by insurance funds accounted for 6.49% of the total scale of Chinas bond market, which strongly supported the construction of the real economy and capital market. Guosheng Securities said that the current listed insurance companies gradually promote the high-quality development of agents, and the head priority transformation insurance enterprises will benefit more.
Millet down more than 2%
With A-share high open low walk, the whole afternoon turn green different. Hong Kong stocks rose strongly. On the 16th, the Hong Kong Hang Seng Index rose to 1.66%, standing at 27000 points after nine months, and the gains of financial stocks and real estate stocks expanded.
Xiaomi group, which reported excellent results in the third quarter, opened high and went low in recent two days and entered a callback. As of November 26, Xiaomi group reported 26.2 yuan, down 3.5%.
Q3 Xiaobao was released. In the third quarter, the revenue was 72.16 billion yuan, + 34.5% year on year, and the net profit was 4.128 billion yuan, + 18.9% year on year. Overseas market revenue reached a record high in a single quarter, reaching 39.8 billion yuan. The income of IOT and consumer products reached 18.1 billion yuan, up 16.1% year on year. The global shipment of smart phones has reached 46.6 million, and the smart TV continues to maintain the industrys leading position, with a global shipment of 3.1 million units. The overall performance was bright and blind. CITIC Securities said that Xiaomi groups performance in the third quarter of 2020 exceeded expectations, the companys global sales of smart phones and market share increased rapidly, overseas IOT and Internet service revenue showed strong performance, while the expense rate decreased under the effect of operating leverage. Continue to be optimistic about the companys mobile phone competitiveness and market share, and long-term optimistic about the companys aiot business leading edge and platform value. Source of this article: Yang Qian, official micro editor of E Company_ NF4425
Q3 Xiaobao was released. In the third quarter, the revenue was 72.16 billion yuan, + 34.5% year on year, and the net profit was 4.128 billion yuan, + 18.9% year on year. Overseas market revenue reached a record high in a single quarter, reaching 39.8 billion yuan.
The income of IOT and consumer products reached 18.1 billion yuan, up 16.1% year on year. The global shipment of smart phones has reached 46.6 million, and the smart TV continues to maintain the industrys leading position, with a global shipment of 3.1 million units. The overall performance was bright and blind.
CITIC Securities said that Xiaomi groups performance in the third quarter of 2020 exceeded expectations, the companys global sales of smart phones and market share increased rapidly, overseas IOT and Internet service revenue showed strong performance, while the expense rate decreased under the effect of operating leverage. Continue to be optimistic about the companys mobile phone competitiveness and market share, and long-term optimistic about the companys aiot business leading edge and platform value.