2023-09-01 01:32:00
On the disk, large consumer sectors such as dairy and retail, resource stocks such as coal, steel, and non-ferrous metals strengthened collectively, financial stocks such as insurance and banks rose, and the trend of the real estate sector diverged.
On Monday, September 1, the Shanghai stock index shrank and bounced back today, the GEM index was slightly weaker, and the Science and Technology 50 Index fell nearly 1%.
As of the close, the Shanghai Index rose 0.43%, the Shenzhen Component Index rose 0.44%, and the ChiNext Index fell 0.11%.
On the disk, large consumer sectors such as dairy and retail, resource stocks such as coal, steel, and non-ferrous metals strengthened collectively, financial stocks such as insurance and banks rose, and the trend of the real estate sector diverged.
Individual stocks went up and down, and the turnover of the two cities was 845.4 billion yuan today.
A total of 2,530 stocks in the two cities rose, 39 stocks rose by the limit, 2,355 stocks fell, and no stock fell by the limit. 17 stocks exploded, and the rate of explosion was 34%.
Today, China’s Caixin Manufacturing Industry announced in August that the manufacturing industry has rebounded significantly, achieving the fastest growth rate in six months; the employment sub-index rose to the highest since April 2010.
The renminbi continued to strengthen, and the offshore renminbi continued to rise once morest the US dollar, regaining the 7.24 mark, a new high since August 11, and rising by more than 350 points within a day.
Large consumption sector pulled up across the board
Food, dairy, retail and other large consumer sectors rose across the board. Many stocks such as Western Animal Husbandry, Maiquer, Sanjiang Shopping, Renrenle, etc. rose by the limit, and Pinwo Foods rose by nearly 10%.
In terms of news, the two major combinations of “individual tax + housing loan” hit. CITIC Securities pointed out that the increase in special additional deductions for personal income tax will directly increase residents’ cash income, and the new housing loan policy is expected to reduce the pressure on residents’ down payment and monthly payment. Relevant policies may save more than 10 million middle-class families an annual capital cost of 12,000 yuan. The two major policies are conducive to promoting the release of household consumption power and boosting consumer confidence.
Resource stocks strengthen
Resource stocks such as coal, steel, and non-ferrous metals strengthened. Yunmei Energy, Shaanxi Black Cat, and Hegang Resources closed their boards. Shanxi Coking Coal and Huayang shares rose by more than 8%, and Pingdingshan Coal rose by more than 7%.
Differentiation in real estate trends
The trend of the real estate sector diverged. Zhongdi Investment went straight to the limit, Jinke shares and Vanke A followed suit, while Yukai Development fell by nearly 7%, and Zhangjiang Hi-Tech and Shenzhen Zhenye A fell by more than 6%.
According to the news, the central bank and the State Administration of Financial Supervision adjusted and optimized the differentiated housing credit policy. From September 25th, applications can be made to reduce the interest rate of the first housing loan in stock, and the interest rate level of new loans will be determined through independent negotiation.
CITIC pointed out that the optimization and adjustment of the differentiated housing credit policy is expected to form a synergy with the previous policy of recognizing houses but not mortgages, helping residents reduce the burden of home ownership, and is conducive to accelerating the release of reasonable housing demand.
Pharmaceutical stocks collectively fell
Pharmaceutical stocks fell collectively, Kaikai Industrial hit the limit down, and Keyuan Pharmaceutical fell more than 14%.
Big financial pull up
Financial stocks such as insurance and banking rose, with China Pacific Insurance and Bank of Ningbo up more than 5%.
On the news, when the stock mortgages were announced to be lowered, many banks lowered the time deposit interest rate, and the reduction was greater than in June this year, providing support for the bank’s “reasonable profit”.
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