000903 CSI 100 Index
- 3340.24
- -21.31-0.63%
Northbound funds' large buy report: Midea Group Co., Ltd received a net sell of CNY 411 million.
On June 20th, northbound funds had a net sell of 3.27 billion yuan for the whole day, marking the eighth consecutive trading day with a net sell.
"A certain car company is using black PR!" BYD offered a reward of up to 5 million yuan for clues! Within 20 days, 4 car companies were rumored and involved in public opinion?
BYD Company Limited offers a reward of 200,000 to 5,000,000 for collecting information about black PR.
On the day the joint venture started construction, it reached a comprehensive cooperation with BAIC, and the commercial expansion path of Contemporary Amperex Technology became more clear.
On June 19th, both BAIC Group and Contemporary Amperex Technology announced that they signed a strategic cooperation agreement on June 18th to further deepen their cooperation in the new energy industry and jointly improve their core competitiveness. At the same day, the groundbreaking ceremony of the Beijing Times Battery Base Project, jointly invested and constructed by Contemporary Amperex Technology, BAIC Group, Jingneng Group, Xiaomi Group, was held.
Mid-year review | Hong Kong stock's top ten bull stocks are released! "High dividends + middle cap estimation" is unbeatable, Cosco Shipping Holdings has soared by more than 83% this year, while CNOOC has risen by nearly 74%.
Although the performance of Hong Kong stock market is mediocre, some sectors and individual stocks still have remarkable performance, especially the concepts of high dividend yield and fair valued assets, which have emerged as independent trends in the weak market. In addition, some consumer stocks, electric power stocks, and shipping stocks have also performed well.
Mid-day overview: All three major indexes rose by over 1%, with network technology stocks, autos, and mainland China banking stocks up. Bilibili rose over 10%.
Network technology stocks rose, SenseTime rose more than 7%, Xiaomi Group rose more than 3%, Netease, Tencent, Alibaba, and jd.com all rose more than 1%.
Isolation Membrane Leader Expands Production Overseas: Yunnan Energy New Material Plans to Invest 447 Million Euros in Hungary Phase II | Quick Announcement
Yunnan Energy New Material plans to invest 447 million euros in Hungary to build a second phase of isolation film production line and supporting factory, with a total capacity of about 800 million square meters per year. According to the research of Gao Gong Lithium Industry, overseas isolation membrane prices remain more than twice that of domestic prices, with gross margins reaching 60%-70%.
Express News | CNI mid-small cap. index is fluctuating. Keep an eye on CSI 1000 index ETF (159633), E Fund Growth Enterprises Board 200 ETF (159572), and other products' developments in the future.
As gold prices hover at high levels, more central banks are planning to "sweep up" gold!
According to an annual survey by the World Gold Council (WGC), more central banks in developed economies plan to increase their gold holdings; In addition, more central banks in developed economies expect the share of gold in global reserves to rise in the next five years, while the share of the US dollar in global foreign exchange reserves will decline; The WGC's global central bank head said that this year, central banks around the world have shown a stronger convergence in their views on gold.
[Data Market Watch] Northbound funds increased investment in technology and reduced investment in hakuba stock. The turnover of multiple csi 1000 index ETFs increased significantly.
① Northbound Capital bought many technology stocks such as Lixun Precision and Xinyisheng, and net sold many weighted white horse stocks such as Kweichow Moutai and Yili Co., Ltd. ② Among the top ten ETFs with month-on-month turnover growth, there were many ETFs related to the China Securities 1000 Index. Among them, the turnover of the China Securities 1000 ETF (159845) increased 76% month-on-month compared to yesterday.
The AI wave is driving a boom in consumer electronics, and this subdivision of semiconductors is quietly strengthening.
Track the entire lifecycle of the main sector.
Buffett reduces his holdings in BYD by HKD 310 million again! The shareholding ratio has dropped to 6.9%.
As of the closing on June 17th, BYD Company Limited's H shares rose by 1.74%, at HKD 233.4 per share, compared to the low point in February of this year, with a cumulative increase of 41.2%.
[Data Check] Northbound funds greatly reduced BYD holdings, multiple apple supplier stocks were sold by institutions.
BYD, which has been rising continuously in recent times, has been net sold by northbound funds for 502 million yuan, while another auto stock, Chongqing Sokon Industry Group Stock, has been net bought for 516 million yuan. Apple supplier Dongshan Precision Manufacturing, Avary Holding, and Lingyi Itech, which have seen large increases, have all been net sold, with Dongshan Precision Manufacturing being sold by institutions for 200 million yuan.
Northbound capital's big buy report: Kweichow Moutai received a net sell of 1.067 billion yuan.
On June 17th, northbound funds sold a net 3.301 billion yuan, which was a net sell for 5 consecutive trading days.
Sensor Tower: Tencent's Dungeon & Fighter: Origin is the most explosive mobile game in the past few years.
In May 2024, a total of 40 Chinese companies were shortlisted in the Top 100 Global Mobile Game Publisher Revenue List, with a total revenue of 2.11 billion US dollars, accounting for 39.7% of the revenue of the Top 100 Global Mobile Game Publishers in this period.
Futu Morning News | Strong upward trend! The S&P 500 index is called by institutions to reach 6000 points; "Hawkish" still exists! Federal Reserve officials: Whether to reduce interest rates still depends on several more data.
Microsoft, Nvidia and Nasdaq continue to refresh their highs, while the S&P index's bullish trend takes a pause; Adobe soared over 14%, and its target price was raised by several major banks after its earnings report; The first batch of generative AI application companies went public, and the "medical diagnosis" Tempus AI rose nearly 9% on its first day of trading.
Opinion | How to estimate "tech valuation"? Which technology sectors are expected to increase in value?
Currently, the consumer electronics and semiconductor sectors are growing, and their corresponding valuations are expected to rise. In the field of technology stocks, AI and humanoid robots are highly anticipated. They are patiently waiting for technological progress and breakthroughs. Of course, if we refer to the market cap of global representative companies that develop AI faster, once domestic technology breaks through, there will be greater room for growth in the core symbol's valuation in the AI-related field.
Is spin-off listing becoming less popular? Four A-share companies terminated their spin-off plans in one night.
Four companies, including Zhejiang Jingsheng Mechanical & Electrical and Baoshan Iron & Steel, terminated the listing of their spun-off subsidiaries tonight. The reasons for termination include market environment, self-development, and capital market operation planning. The performance of the subsidiaries planned for spin-off and listing in the past three years has been mixed.
Selling 13.4 million vehicles! China's auto brands surpassed the United States in global sales for the first time last year. BYD's three models are popular globally.
Jato Dynamics, an institution analyzing auto data, stated in their latest report that Chinese auto brands sold more than American auto brands for the first time last year. Tesla's Model Y, under the Tesla brand, became the best-selling model for the whole year, and this is also the first time a pure electric vehicle took the top spot on the global best-selling car list. At the same time, three models under the BYD Company Limited also made it to the top 25 of the global best-selling car list.
Northbound funds report large buy orders: China Yangtze Power suffered a net sell-out of 1.72 billion yuan.
On June 14th, the northbound funds net sold 4.735 billion yuan for the whole day, marking the fourth consecutive day of net selling.
Has a new pig cycle come?
The pig cycle has entered a new stage, with new characteristics in supply and demand relations and industry structure.