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In August, the penetration rate of new energy exceeded 50% again, with byd company limited and chongqing sokon industry group stock leading the way. China Association of Automobile Manufacturers: Adjusting the annual sales volume expectations upwards.
①The China Passenger Car Association released data showing that the narrow definition of passenger vehicle retail sales in August was 1.905 million units, a year-on-year decrease of 1.0%. ②Looking ahead for the whole year, the China Passenger Car Association will provide specific numbers for the expected increase in the electric vehicles market after comprehensive assessment.
The battle for the "Top Gainer" in the A-share market intensifies: Dazhong Transportation once again hits the limit-up and takes the top spot, followed closely by Shenzhen Huaqiang, which has had 16 consecutive trading days with the daily limit increase.
①The stock price of the online car-hailing concept stock dazhong transportation(group)co.,ltd. has accumulated a 285.92% increase, becoming the stock with the highest increase in A shares this year. Stocks related to the Huawei Hisilicon concept, Shenzhen Huaqiang and the chemical industry, Jiangsu Zhengdan Chemical Industry, ranked second and third with a 2.7-fold and 2.4-fold increase, respectively. ② Dazhong transportation closed with a daily limit up on Friday and recorded two consecutive daily limit ups. Shenzhen Huaqiang also hit the daily limit with 16 daily limit ups in 17 days. ③Attached is a list of the top 10 stocks with cumulative A-share increases this year (see table).
[Data Analysis] The short position of IC futures has greatly reduced holdings. Well-known institutional investors have invested nearly 100 million yuan in dazhong transportation (group) co.,ltd.
①The main contract of IC index futures decreased its short position by more than 3000 lots, and the reduction quantity was significantly greater than the long position. ②The popular stock of online car-hailing, dazhong transportation, was bought by Guosheng Securities Ningbo Sangtian Road for nearly 100 million yuan.
Auto stocks show differentiation! Sales rankings for August are out, and the performance of new car-making forces varies.
From the news perspective, today's auto sector shows a clear differentiation trend, which may be related to the August sales data disclosed by them the previous day (August 1). Overall, some people are happy, some are worried.
In August, the performance of the top 100 real estate companies continued to hit bottom, but can the traditional strong sales season, known as "Golden September and Silver October," arrive on schedule?
① In August, sales of the top 100 real estate companies remained low, with many companies experiencing a decline in mid-year performance or even losses. ② Many analysts believe that the real estate market will enter the traditional peak season of 'golden September and silver October', with growing expectations for the introduction of a new round of easing policies.
Tire semi-annual report inventory: strong demand, outstanding performance, continue to expand overseas market.
① Among the 9 listed companies in the tire industry, 8 companies have achieved growth in net income in the first half of this year due to strong market demand; ② Top companies in the industry, such as Sailun Group, Linglong Tyre, and Jiangsu General Science Technology, will continue to expand overseas production capacity in 2024 to meet the high overseas demand.