Comments on A-shares： Shanghai Composite Index surged back and closed down by 0.4%, and ursodeoxycholic acid concept stocks rose sharply throughout the day.
The three major indexes surged back in the afternoon. At the close, the Shanghai Composite Index fell by 0.4%, the Shenzhen Component Index rose by 0.17%, the Growth Enterprise Market Index rose by 0.87%, and the turnover of the Shanghai and Shenzhen stock markets was 948.7 billion yuan. More than 2,800 stocks in the two cities fell, and northbound funds bought a net of 273 million yuan throughout the day.
In terms of plate theme, antiviral fabric concept stocks led the gains all day, ursodeoxycholic acid concept stocks and COVID-19 treatment plate were among the top gainers, tourism and hotel stocks were active in the afternoon, and coal concept stocks fell all day. On the disk, anti-virus fabric concept stocks led the gains throughout the day, with (), (), () and other stocks trading daily; The concept stocks of ursodeoxycholic acid fermented today, and the word board of science and technology innovation board Xuantai Medicine () went up, and (), () and () rose in succession. In the news, on December 5, 2022, researchers from the University of Cambridge published a research paper entitled "FXR inhibition may protect from SARS-CoV-2 infection by reducing ace 2" in the journal Nature. This study shows that a drug for treating liver diseases, ursodeoxycholic acid (UDCA), can close the ACE2 receptor and the door for viruses to enter cells. This drug can be used to prevent COVID-19 infection. Because this drug is aimed at host cells rather than viruses, it may prevent future new variants of viruses and other coronaviruses that may appear. Coal concept stocks led the decline throughout the day, with (), () and () leading the decline, and only two stocks in the sector closed red.
Plate heat:
Straight flush hot stock list:
Transaction review:
At 09: 25, the three A-share indexes collectively opened lower, with the Shanghai Composite Index down 0.24%, the Shenzhen Component Index down 0.29%, the Growth Enterprise Market Index down 0.45%, and hotel and tourism stocks leading the decline.
09:28 () opened 8.41% higher, and the company announced that it plans to acquire 60% equity of Jingying Optoelectronics for 960 million yuan, which will realize the layout of new energy photovoltaic industry.
At 09:29, the concept stocks and retail stocks of duty-free shops continued to be active, and (), () and () were linked, (), () and () opened higher in succession.
At 09:32, the chicken plate moved up, () and () both rose by more than 6%, and (), () and () followed suit.
At 09:36, the Chinese medicine sector started to decline, with (), () and () falling by more than 5%, and (), () and () all fell.
At 09:38, the airport shipping sector rose, () rose by more than 6%, and (), (), () and () followed suit.
At 09:40, the transaction of the logistics sector rose, () daily limit, () rose by more than 5%, and (), (), (), (), (), () and so on followed.
At 09:47, the real estate development sector continued to decline, and Shenfang A hit the daily limit again, () fell more than 7%, and (), (), (), () and () followed.
At 09:51, the Xinchuang plate bottomed out and rebounded. () The daily limit recorded five consecutive boards again, () and () touched the daily limit, and (), (), () and () followed.
0951 The Hang Seng Technology Index rose to 1%, and the Hang Seng Index is now up 0.25%.
At 09:55, the lithium battery sector rebounded and rose, with () and () daily limit, and (), (), (), () and () rose by more than 5%.
At 10: 01, PET copper foil concept stocks rose, () daily limit, () rose by more than 5%, (), (), Fangbang, (), (), Yuanchen Technology and so on followed up.
At 10:08, the Growth Enterprise Market Index rose to 1%, the Shanghai Composite Index fell by 0.25%, and the Shenzhen Component Index rose by 0.33%.
10:09 () rose more than 3%, and the total market value returned to above one trillion yuan.
At 10:29, the Hang Seng Science and Technology Index rose to 2%, and Ali’s healthy and safe doctors rose by more than 10%.
At 10:34, the TCM and COVID-19 therapeutic sectors bottomed out, and Shanghai Kaibao rose by more than 10%, () daily limit, (), (), Guangshengtang, () and other stocks rose by more than 5%.
At 10:45, the Chinese prefix stock oscillated lower, () hit the daily limit, () fell nearly 6%, and (), (), (), (), () and so on fell more than 3%.
At 13:04, the scenic spots, tourism, hotels and restaurants rose in the afternoon, and (), (), (), (), (), (), () and so on surged.
At 13: 09, all three A-share indexes turned red. The Shanghai Composite Index rose in the afternoon and turned red. The Shenzhen Composite Index was 0.6%, and the Growth Enterprise Market Index rose over 1.3%.
At 13:12, the Hang Seng Technology Index rose more than 3% in the afternoon, and the Hang Seng Index is now up 1.25%.
At 13:15, the data confirmation plate bottomed out, and People’s Daily hit the daily limit. (), (), (), () and so on surged.
At 13:18, the pharmaceutical stocks rose across the board, and the anti-virus direction lifted the daily limit. Common Pharmaceutical, () and Xuantai Pharmaceutical had a daily limit of 20CM, and more than ten shares such as (), (), Guizhou Sanli and Xinhua Pharmaceutical were collectively closed, while many shares such as Shanghai Kaibao, Guangshengtang, () and Zhendong Pharmaceutical rose more than 10%.
At 13:20, the food processing and manufacturing sector continued to rise in the afternoon, with () daily limit, (), (), (), (), () and so on.
At 13:28, the scenic spots and tourism sectors rose and strengthened, with the daily limit of () and (). Emei Mountain A rose by more than 7%, followed by CYTS, Western Region Tourism, Zhongxin Tourism and Jiuhua Tourism.
At 13:30, FTSE China A50 index futures rose to 1%.
At 13:32, the trading in the securities sector rose, () rose by more than 6%, and (), (), (), () and () followed suit.
14:14 According to () iFinD data, up to now, the turnover of Shanghai and Shenzhen stock markets has exceeded 800 billion yuan, including 339 billion yuan in Shanghai stock market and 462 billion yuan in Shenzhen stock market.
News:
1. Both American oil and cloth oil fell by 4%.
After the EIA’s short-term energy outlook was released, both oil in the United States and Bulgaria continued to decline, falling by 4% in the day, and are now reported at 74.29 US dollars/barrel and 79.59 US dollars/barrel.
2. Apple’s car project ushered in a major change and gave up producing the first fully-automatic car.
According to people familiar with the matter, Apple has scaled back its ambitious self-driving car plan and delayed the target market date of the car by about one year to 2026. This car project, known as "Titan" within the company, has been in a state of suspense for the past few months, because Apple executives are trying to cope with the reality that under the current technical conditions, the vision of fully-automatic driving cars without steering wheels or pedals is not feasible. The company is currently planning that self-driving cars will include steering wheels and pedals, and only support the use of fully automatic driving functions on highways, which is a major shift in the project. This secret project has been going on for many years, aiming to provide Apple with another major channel to make money, but it may also test the ability limit of the iPhone manufacturer.
3. Ibuprofen production capacity is concerned. Many companies responded: production and operation are normal.
According to the Securities Daily, recently, the management policies for purchasing "four kinds of drugs", namely cough-relieving, antipyretic, antiviral and antibiotic drugs, have been adjusted in many places across the country, and the real-name registration link has been cancelled. In this context, the public snapped up ibuprofen, a common antipyretic and analgesic drug, which caused concern. The reporter searched for ibuprofen in National Medical Products Administration and found that there were 558 approval numbers, involving hundreds of manufacturing enterprises, including () and Unacon. The reporter also contacted the enterprise with the production approval by telephone to inquire about the production capacity and production situation. The relevant person in charge of Unacon said: "At present, the production and operation of ibuprofen are normal. The company’s ibuprofen involves tablets and granular dosage forms, and the annual production capacity adds up to about 1 billion tablets (bags). "
4. Securities Times: It is imperative to clean up the market due to the proliferation of illegal e-cigarettes.
The Securities Times article pointed out that the national standard e-cigarette has been implemented for two months, and the sales of legal e-cigarettes are bleak. One of the major reasons behind this is the proliferation of a large number of illegal e-cigarettes. Regulatory authorities should protect the interests of legal e-cigarette practitioners and crack down on illegal e-cigarettes. Illegal e-cigarette sales do not need to consider tax issues, and products without tax can easily drive tax-included products out of the market. Cosmetics are similar to cigarettes, a large part of the terminal price is consumption tax, and cosmetics without tax can be sold very cheaply, which is the main product of duty-free shops. Legal e-cigarette enterprises that lack competitiveness can only rely on the regulatory authorities to crack down on black e-cigarettes to gain a chance. Without the strong protection of regulators, black e-cigarettes will be popular, which is not conducive to protecting minors and consumers.
5. Beijing added 1,170 local confirmed cases and 2,804 local asymptomatic infected people yesterday.
According to Beijing Daily, from 0: 00 to 24: 00 on December 6, there were 1,170 locally confirmed cases and 2,804 asymptomatic infected persons in Beijing (including 36 asymptomatic infected persons transferred to confirmed cases, of which 1,431 cases were notified), no new suspected cases, 3,738 isolated observers and 200 social screening personnel; 14 confirmed cases imported from abroad and 3 asymptomatic infected persons were added, and no suspected cases were added. 707 cases were cured and discharged, and 2434 cases of asymptomatic infection were released from medical observation.
6. The Supreme Leader will attend the China-Arab Summit, the China-Gulf Cooperation Council Summit and pay a state visit to Saudi Arabia.
According to Xinhuanet, Foreign Ministry Spokesperson Hua Chunying announced on December 7 that at the invitation of King Salman of the Kingdom of Saudi Arabia, the Supreme Leader of president will go to Riyadh, Saudi Arabia from December 7 to 10 to attend the first China-Arab summit, the China-Gulf Cooperation Council summit and pay a state visit to Saudi Arabia.
7. CITIC Securities: In 2023, A-shares will gradually gather strength to continue the already started mid-term comprehensive repair trend.
CITIC Securities released the investment strategy of A-share market in 2023: multiple factors that have been suppressing A-shares since 2022 will usher in a turning point in 2023. In November 2022, the optimization of epidemic prevention policies and the development of real estate support have clearly defined the expected turning point of policies, and the economy has gradually stabilized and rebounded to the potential growth level, improving market risk appetite; It is expected that the interest rate hike in Europe and America will end in March 2023, and the inflection point of RMB exchange rate will appear and gradually appreciate, opening up the room for valuation repair; In the second half of 2023, the A-share profit turning point appeared, and the growth rate was more flexible, laying a solid foundation for medium-term repair. With the gradual emergence of the above three inflection points, A shares will gradually gather together in 2023, continuing the already started mid-term comprehensive repair trend, and the upward momentum will be stronger after entering the second quarter, in which foreign capital and private placement are the main sources of incremental funds throughout the year. The A-share market can be divided into two stages. The first stage is policy-driven, and on the way, it is suggested to focus on three main lines: precise prevention and control, real estate industry chain and global liquidity inflection point. In the second stage, the market is driven by performance, and the style is more growing. It is recommended to focus on the "four major safety" in configuration.
8. Domestic commodity futures opened mixed, and crude oil was among the top losers.
Domestic commodity futures opened mixed, SC crude oil fell by nearly 7%, low-sulfur fuel oil fell by more than 3%, and fuel oil and Shanghai Bank fell by more than 1%. In terms of increase, coke, Shanghai tin and coking coal rose by over 2%, while iron ore, No.20 rubber, palm oil, cotton, rubber, soda ash and vegetable oil rose by over 1%.
9. National Health Commission: Yesterday, 4,351 local confirmed cases were added and 20,764 local asymptomatic infections were added.
According to the data of National Health Commission, 4409 newly confirmed cases were reported in 31 provinces (autonomous regions and municipalities directly under the Central Government) and Xinjiang Production and Construction Corps from 0: 00 to 24: 00 on December 6. Among them, 58 cases were imported from abroad, including 8 cases from asymptomatic infected persons to confirmed cases (4 cases in Zhejiang, 3 cases in Guangdong and 1 case in Liaoning); There are 4351 local cases (1719 in Guangdong, 1170 in Beijing, 214 in Sichuan, 184 in Chongqing, 154 in Fujian, 154 in Henan, 118 in Heilongjiang, 94 in Zhejiang, 85 in Hainan, 80 in Guizhou, 77 in Inner Mongolia, 51 in Liaoning, 43 in Yunnan, 42 in Shaanxi, 40 in Jiangsu and 30 in Shandong). There were 5 cases in Anhui, 5 cases in Qinghai, 2 cases in Hebei, 2 cases in Xizang, 1 case in Jilin and 1 case in Guangxi), including 675 cases from asymptomatic infected persons to confirmed cases (433 cases in Guangdong, 56 cases in Chongqing, 55 cases in Heilongjiang, 36 cases in Beijing, 36 cases in Zhejiang, 22 cases in Fujian, 16 cases in Sichuan, 7 cases in Shanxi, 5 cases in Qinghai, 3 cases in Shandong, 2 cases in Henan, and 3 cases in Shandong. There were no new deaths. There are no new suspected cases. There were 20,912 new asymptomatic infections, including 148 imported cases and 20,764 local cases.
10、中共中央政治局召开会议分析研究2023年经济工作研究部署党风廉政建设和反腐败工作
据央视新闻，中共中央政治局12月6日召开会议，分析研究2023年经济工作；听取中央纪委国家监委工作汇报，研究部署2023年党风廉政建设和反腐败工作。中共中央总书记最高领袖主持会议。会议指出，明年要坚持稳字当头、稳中求进，继续实施积极的财政政策和稳健的货币政策，加强各类政策协调配合，优化疫情防控措施，形成共促高质量发展的合力。积极的财政政策要加力提效，稳健的货币政策要精准有力，产业政策要发展和安全并举，科技政策要聚焦自立自强，社会政策要兜牢民生底线。要着力扩大国内需求，充分发挥消费的基础作用和投资的关键作用。要加快建设现代化产业体系，提升产业链供应链韧性和安全水平。要切实落实“两个毫不动摇”，增强我国社会主义现代化建设动力和活力。要推进高水平对外开放，更大力度吸引和利用外资。要有效防范化解重大经济金融风险，守住不发生系统性风险的底线。
11. The "Hainan Island Duty Free New Year Carnival Season" was officially launched today.
According to the Shanghai Stock Exchange, on the morning of December 7, Yao Lei, a first-class inspector of Hainan Provincial Department of Commerce, said at the press conference on tax-free promotion of consumption in Hainan Island that today, the "Hainan Island Tax-free New Year Carnival Season" was officially launched. According to reports, the event officially started today (December 7) until February 5, 2023 (the fifteenth day of the first lunar month), and it will not be closed in the New Year. It will be superimposed on the first Hainan International Duty-free Shopping Festival for Outlying Islands, which was launched on June 28 this year, to create a duty-free New Year’s carnival season in Hainan with "activities every day, discounts every week and themes every month".
General Administration of Customs: In the first 11 months of this year, China’s import and export increased by 8.6% year-on-year.
According to CCTV news, the General Administration of Customs announced today (7th) that the total value of China’s foreign trade import and export in the first 11 months of this year was 38.34 trillion yuan, up 8.6% year-on-year, and foreign trade continued to operate smoothly. Customs statistics show that in the first 11 months of this year, China’s total foreign trade import and export value was 38.34 trillion yuan, up 8.6% year-on-year. Among them, exports were 21.84 trillion yuan, up 11.9% year-on-year; Imports reached 16.5 trillion yuan, a year-on-year increase of 4.6%. The structure of trade mode was further optimized, with general trade import and export reaching 24.47 trillion yuan, up 12.4% year-on-year, accounting for 63.8% of China’s total foreign trade import and export value, up 2.2 percentage points over the same period last year. In terms of commodity structure, China’s exports of mechanical and electrical products, especially new energy products, increased rapidly in the first 11 months.
13. General Administration of Customs: The total value of China’s imports and exports in the first 11 months was US$ 5.78 trillion, an increase of 5.9%.
According to data released by the General Administration of Customs on the 7th, China’s total import and export value in the first 11 months was 5.78 trillion US dollars, up 5.9%. Among them, exports were 3.29 trillion US dollars, up 9.1%; Imports were 2.49 trillion US dollars, up by 2%; The trade surplus was $802.04 billion, an increase of 39%.
14、特斯拉年末再降价现车限时补贴6000元
据中证报，12月7日，特斯拉宣布推出“叠加福利”――限时现车福利6000元。12月7日至12月31日，购买符合条件的特斯拉现车并完成交付，将额外享受6000元福利。(注：此前，特斯拉推出12月限时福利，包括现车保险补贴4000元、“宝箱”积分奖励20000分等。)
15、征求对经济工作的意见和建议中共中央召开党外人士座谈会最高领袖主持并发表重要讲话
央视新闻消息，中共中央在中南海召开党外人士座谈会，就今年经济形势和明年经济工作听取各民主党派中央、全国工商联负责人和无党派人士代表的意见和建议。中共中央总书记最高领袖主持座谈会并发表重要讲话强调，明年是全面贯彻落实中共二十大精神的开局之年，经济工作要坚持稳字当头、稳中求进，全面贯彻新发展理念，更好统筹疫情防控和经济社会发展，更好统筹发展和安全，继续实施积极的财政政策和稳健的货币政策，加强各类政策协调配合，大力提振市场信心，把实施扩大内需战略同深化供给侧结构性改革有机结合起来，推动经济运行整体好转，为全面建设社会主义现代化国家开好局起好步。
16. Xinhua Pharmaceutical Co., Ltd.: The subsidiary company has obtained the qualification of marketing license holder of ursodeoxycholic acid tablets for treating cholesterol gallstones.
Xinhua Pharmaceutical responded to investors’ questions on the interactive platform, saying that Xinda Pharmaceutical, a wholly-owned subsidiary of the company, has obtained the qualification of marketing license holder for ursodeoxycholic acid tablets, a drug for treating cholesterol gallstones.
17. Some enterprises involved are expected to leave the "unverified list" of the US.
According to china securities journal, relevant government agencies are assisting China enterprises listed in the "unverified list" by the US to get off the list. "After being included in the’ unverified list’, we have been communicating with the US through the government. After verification, the US will issue a report and then decide whether to exclude it. We are waiting for the final confirmation. " A person in charge of an enterprise listed as "unverified list" said, "As for which enterprises have received assistance and how it is progressing, we will see the results."
18. the State Council Joint Prevention and Control Mechanism: No longer check the negative certificate of nucleic acid test and health code for cross-regional migrants.
The State Council Joint Prevention and Control Mechanism issued the Notice on Further Optimizing the Implementation of Prevention and Control Measures for COVID-19 Epidemic, which stated that except for special places such as nursing homes, welfare homes, medical institutions, kindergartens, primary and secondary schools, negative nucleic acid test certificates are not required, and health codes are not checked. Important organs, large enterprises and some specific places can determine their own prevention and control measures by the territory. No longer check the negative certificate and health code of nucleic acid test for cross-regional floating personnel, and no longer carry out landing inspection.
19. Joint prevention and control mechanism in the State Council: further optimize nucleic acid detection.
The State Council issued the Notice on Further Optimizing the Implementation of Epidemic Prevention and Control by the Comprehensive Group of Joint Prevention and Control Mechanism for novel coronavirus Epidemic. Among them, it is proposed to further optimize nucleic acid detection. Do not carry out all-staff nucleic acid testing according to administrative regions, further narrow the scope of nucleic acid testing and reduce the frequency. According to the needs of epidemic prevention work, antigen testing can be carried out. The employees in high-risk posts and those in high-risk areas shall be tested for nucleic acid according to the relevant regulations, and other personnel are willing to do all the tests.
20. Joint prevention and control mechanism in the State Council: asymptomatic infected persons and light cases with home isolation conditions generally adopt home isolation.
The State Council joint prevention and control mechanism issued a notice on further optimizing the implementation of COVID-19 epidemic prevention and control measures. Among them, it is proposed to optimize and adjust the isolation mode. Infected people should be scientifically classified and treated. Asymptomatic infected people and light cases with home isolation conditions generally adopt home isolation, or they can voluntarily choose centralized isolation and treatment. Strengthen health monitoring during the period of home isolation, and release the isolation after two consecutive nucleic acid tests with Ct value ≥35 on the 6th and 7th day of isolation. If the condition gets worse, it will be transferred to a designated hospital for treatment in time. Close contacts with home isolation conditions can be isolated at home for 5 days, or they can choose centralized isolation voluntarily, and the isolation will be lifted after the nucleic acid test is negative on the fifth day.
21. Joint prevention and control mechanism in the State Council: scientifically and accurately divide risk areas.
The State Council issued the Notice on Further Optimizing the Implementation of Epidemic Prevention and Control by the Comprehensive Group of Joint Prevention and Control Mechanism for novel coronavirus Epidemic. Among them, it is proposed to scientifically and accurately divide the risk areas. According to buildings, units, floors and households, high-risk areas shall be designated, and shall not be arbitrarily extended to areas such as residential areas, communities and streets (townships). Any form of temporary blockade shall not be adopted.
22, epidemic prevention "new ten" released before the Spring Festival ticket search volume soared.
According to The Paper, on December 7th, the State Council issued a notice on further optimizing the implementation of COVID-19 epidemic prevention and control measures to the comprehensive group of novel coronavirus epidemic prevention and control mechanism, and stopped checking negative nucleic acid test certificates and health codes for cross-regional migrants, and stopped carrying out landing inspection. After the news was released, the instantaneous search volume of air tickets on Ctrip platform soared by 160%, among which the search volume of air tickets on the eve of the Spring Festival (the 25th day of the twelfth lunar month-New Year’s Eve) soared to the highest point in three years.